In today’s briefing:
- Weekly Deals Digest (25 Jun) – Alibaba, JSR, Shinsei, Arcland, InvoCare, J&T Global, Amman Mineral
- A Focus on AI and Technology Stocks
- The Art of Resilience
Weekly Deals Digest (25 Jun) – Alibaba, JSR, Shinsei, Arcland, InvoCare, J&T Global, Amman Mineral
- A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia, Malaysia, Thailand, Korea, India and Chinese ADRs.
- ECM developments – Alibaba (ADR) (BABA US)‘s Cainiao & Cloud Intelligence Group, J&T Global Express (1936374D CH), Amman Mineral Internasional (1416286D IJ), Tata Technologies (TATATECH IN) IPOs.
- Event-Driven developments – Invocare Ltd (IVC AU), Arcland Service (3085 JP), JSR Corp (4185 JP), SBI Shinsei Bank (8303 JP), Amara Holdings (AMA SP), Yashili International Holdings (1230 HK).
A Focus on AI and Technology Stocks
- The adoption of AI promises to be highly disruptive and has to potential to improve profitability of companies that adopt the technology.
- It faces regulatory hurdles and risk-pricing challenges as insurance companies learn to price AI risk, but those problems are a few years away.
- In the near term, the technology rally appears extended and may need a breather.
The Art of Resilience
- In the face of potential recession and inflationary pressures, the luxury goods market stands out from its peers.
- This resilience can largely be attributed to strong pent-up demand following pandemic lockdowns, coupled with the spending power of high-end consumers.
- One of the leaders of the space is Global Blue Group, a tax-free shopping-focused company that had a turbulent introduction to public markets in 2020, through a SPAC deal, amidst the pandemic.
💡 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
