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2 months ago | 
abc.net.au | Amelia Costigan |Angus Mackintosh
In 2010, Russian President Vladimir Putin and the head of the World Bank convened a small group of Asian leaders in St Petersburg alongside actor Leonardo DiCaprio and supermodel Naomi Campbell. The unusual group met with a single agenda and left with a concrete resolution: to save tigers from the brink of extinction and double their numbers in the wild by 2022. The first to achieve this goal was Nepal, doubling then tripling its tiger population to 355, right on schedule.
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Jan 22, 2025 | 
smartkarma.com | William Keating |Ke Yan |Baptista Research |Angus Mackintosh
In today’s briefing:UMC. Now I’m Interested…Tencent/Netease: One Game Approval for Tencent in Jan and the PerplexityIntel’s Acquisition Rumors: Is It A Bargain For Qualcomm, Arm Holdings & Other Tech Giants?
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Jan 22, 2025 | 
smartkarma.com | Brian Freitas |Angus Mackintosh
In today’s briefing:IDX30/LQ45/IDX80 Index Rebalance: Big Impact in Some Stocks with 4 Days to ImplementationCisarua Mountain Dairy (CMRY IJ) – General Trade in the Cross HairsCisarua Mountain Dairy (CMRY IJ) – General Trade in the Cross Hairs Cisarua Mountain Dairy (CMRY IJ) held an impromptu analyst call to address concerns over a potential sugar tax and the free milk program, both of which have yet to materialise.
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Jan 22, 2025 | 
smartkarma.com | Sanghyun Park |Rosita Fernandes |Douglas Kim |Angus Mackintosh
In today’s briefing: Unpacking the Backstory of HMM’s Value-Up Disclosure Today: Dividend Arbitrage Still in Focus Vikran Engineering Limited Pre-IPO – Capitalizing On Core Competencies But With Concentration Risks HMM: Material Improvement in Corporate Value Up Plan Grab Holdings (GRAB IJ) – New Fleets and Finance What’s News in Amsterdam – 22 January (Ahold Delhaize | InPost | PostNL | DHL) Unpacking the Backstory of HMM’s Value-Up Disclosure Today: Dividend Arbitrage Still in Focus HMM’s...
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Dec 12, 2024 | 
abc.net.au | Angus Mackintosh |Libby Hogan
Pakistan's government has denied ousted leader Imran Khan's sister's allegations that protesters were "massacred" during demonstrations last month, amid claims that 12 were killed. Local journalists told the ABC they had spoken to family members of deceased protesters, but face significant obstacles in trying to discover the true death toll. Khan has called for a day of mourning and disobedience on Friday to honour those allegedly killed in the protests.
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Nov 30, 2024 | 
smartkarma.com | Angus Mackintosh
In today’s briefing:Astra Otoparts (AUTO IJ) – EVs, Modern Retail, and Medical EquipmentBank Rakyat Indonesia (BBRI IJ) – Ultra AttractiveAstra Otoparts (AUTO IJ) – EVs, Modern Retail, and Medical Equipment Astra Otoparts (AUTO IJ) looks set to see increasing contributions from its modern retail push, which will boost its trading business and should see margins improving over time. AUTO is pushing into both the EV component space and manufacturing public and residential EV charging equipment.
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Nov 25, 2024 | 
smartkarma.com | Angus Mackintosh
In today’s briefing:Aspirasi Hidup Indonesia (ACES IJ) – Rising Inventories for Good ReasonAspirasi Hidup Indonesia (ACES IJ) – Rising Inventories for Good Reason Aspirasi Hidup Indonesia booked a solid set of 3Q2024 results with an upgrade to SSSG projects for FY2024 with the numbers and guidance for 20 new stores this year.
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Nov 16, 2024 | 
smartkarma.com | Angus Mackintosh
In today’s briefing:Sea Ltd (SE US) – Firing Profitability On All SegmentsSea Ltd (SE US) – Firing Profitability On All SegmentsIn 3Q2024, Sea Ltd demonstrated its ability to turn a profit at Shopee, whilst booking strong growth, with sales & marketing kept well in check and active users increasing substantially.
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Nov 16, 2024 | 
smartkarma.com | Angus Mackintosh |Ying Pan |Tina Banerjee |Baptista Research
In today’s briefing: Sea Ltd (SE US) – Firing Profitability On All Segments [Tencent (700 HK, BUY, TP HK$518) TP Change]: C3Q24 Review: Performance In-Line with Catalysts 2024 High Conviction Update: Asahi Intecc (7747 JP)- Medical Division Drives Q1 Result GXO Logistics Inc.: Expanding E-Fulfillment Capabilities to Set New Standards! – Major Drivers Howmet Aerospace Inc.: Capitalizing on Explosive Commercial Aerospace Growth for 2025! – Major Drivers Toyota Motor Corporation: Their...
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Nov 1, 2024 | 
abc.net.au | Angus Mackintosh
On a pristine beach in Gippsland, a team of scientists are dumping plastic rubbish. Their littering is extremely precise. When they're done, 14 squares of trash — each exactly 2 square metres — are arranged neatly in the sand. This yellow spot, pictured below, is how they look to a satellite passing 617 kilometres overhead. Jenna Guffogg led the RMIT research team behind that spot. Her newly published algorithm uses satellite imagery to spot plastic washed up or discarded on beaches.
