Trade Idea - Competition Heats up in the BEV Market Globally
Tesla’s share price has plunged by more than 75% from its Nov 2021 peak. Market worries that the global EV leader cannot sustain its competitive...
680 Views
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...
498 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.
864 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...
487 Views