Daily BriefsFinancials

Daily Brief Financials: Mini Kospi 200 Futures, Bitcoin, Macrotech Developers, Propnex Ltd and more

In today’s briefing:

  • Impact of Allowing Negotiated Block Trades for Eight Futures Spreads, Incl. SSF SP
  • #70 Superpowered superchains
  • Macrotech Developers- Yet to Show Grit
  • kopi-C with CEO of PropNex: ‘We’ve built a culture that can’t be replicated’


Impact of Allowing Negotiated Block Trades for Eight Futures Spreads, Incl. SSF SP

By Sanghyun Park

  • It is highly probable that SP trading will increase after July 31st, as this will provide a more conducive environment for the seamless rollover of large positions.
  • Considering the actual impact on the market, we may have to pay more attention to the potential surge in trading volume for single-stock futures SP.
  • We see a rise in aggressive position setups in event trading, including rights offerings. This may lead to a more substantial price impact by increasing the intensity of such trading.

#70 Superpowered superchains

By Carbono Insights

  • The second week in a row of good vibes. The crypto market is basking in a period of optimism, fueled by the momentum generated from the influx of numerous ETF filings.
  • Bitcoin and Ethereum, the leading cryptocurrencies, have experienced sustained upward trends in their values.
  • As a result, the vision of an interconnected on-chain, off-chain financial system is rekindled, and the hopes of a seamless integration of traditional and digital economies emerge again, with record inflows of capital into crypto to feed this hypothesis.

Macrotech Developers- Yet to Show Grit

By Nitin Mangal

  • Macrotech Developers (LODHA IN) had several issues on the balance sheet and governance front earlier. While, the debt levels have significantly come down since the time, governance however needs improvement. 
  • Flat sales and margin contraction, driven by some bizzarre expenses needs attention including some elongated debtors.
  • We suggest investors should remain cautious about future uncertainty, as impairment of loans and adverse outcome of contingent liabilities may have a dent on the balance sheet. 

kopi-C with CEO of PropNex: ‘We’ve built a culture that can’t be replicated’

By Geoff Howie

  • kopi-C with CEO of PropNex: ‘We’ve built a culture that can’t be replicated’ So firmly ingrained is this belief in informed decision-making that PropNex’s CEO Mohamed Ismail Gafoor has been advocating consumer education in the last ten years.
  • As an integrated real estate services group, PropNex’s key business segments include real estate brokerage, training, property management and real estate consultancy.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars