HKEx – Earnings Risk but an Opportunity Thereafter? (Quantamental Analysis)
While strong trading volumes in 1Q should benefit HKEx we believe expectations may have run slightly ahead of themselves. Based on our analysis of...
320 Views
Japan Exchange – Nice Way to End The Year
Strong FY 4Q19 To End Year: Japan Exchange (JSX) reported a strong FY 4Q19 result of JPY 14.3 bnm increasing JPY 2.6 bn (22.2%) linked period....
220 Views
Singapore Exchange – Outperformance Will Not Continue
* Significant Increase Over FY 2Q20: Singapore Exchange (SGX.SP) reported FY 3Q20 NPAT of SGD 137.5 mn, increasing SGD 38.5 mn (38.9%) linked...
281 Views
Smartkarma Originals
China Infrastructure Deep Dive: Gas Utilities H & A Shares
China's Gas Utilities sector will continue to present a high growth story for investors, despite their significant outperformance over the last few...
767 Views
COVID-19: A Brutal Lesson in Sustainability and Systemic ESG Risk
The COVID-19 pandemic is, above all else, a human health crisis. But it's a multidimensional crisis that serves as a poignant lesson in global...
484 Views