An Update to the Long-Short Pair Trade on Hyundai Motor & Tesla
In this insight, we provide an update to our long-short pair trade of Hyundai Motor (long) and Tesla Motors (short), which we presented back in...
544 Views
The Week That Was in ASEAN@Smartkarma - Grab Chat, Telkom Oversold, and SET50 Rebalance.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
496 Views
Mahindra & Mahindra (MM IN) | Scorpio-N Fake Bookings
One of our routine channels is suggesting the possibility of some of the Mahindra & Mahindra (MM IN) 's Scorpio-N bookings being fake.
859 Views
The Christmas Week That Was in ASEAN@Smartkarma - Bukalapak Standing Firm, 2022 IPOs, and Alfamart
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
485 Views
Adaro Energy (ADRO IJ) - Beyond the Black Stuff
Adaro's efforts to diversify away from coal are bearing fruits with the construction of its aluminium smelter in Kalimantan already underway with...
371 Views