Brian Freitas

1 month ago | smartkarma.com | Brian Freitas |Travis Lundy |Sanghyun Park |Jesus Aguilar |Jesús Aguilar

In today’s briefing: Korea: Short Selling Is Back in March; Trade Ideas The Japan March-End Rebal and Dividend Trade SSE50 Index Rebalance Preview: Three Changes; Some Misses Schedule Info for Front-Running Korea Sector ETF Rebalancing Trades Hanwha Aerospace’s Monster Raise: Checking Key Angles Rio Tinto Dual-Listed Company (DLC) Unification Analysis Hanwha Aerospace: Rights Offering of 3.6 Trillion Won (Negative on Entire Korean Defense Sector) Quiddity Leaderboard STAR 50/100 Jun25:...

2 months ago | smartkarma.com | Brian Freitas |Sudarshan Bhandari |Jesus Aguilar |Jesús Aguilar

In today’s briefing:Goodman Group (GMG AU): Much Bigger Index Impact of US$2.5bn Equity OfferingEFC India Limited Q3 Update: Driving Growth Through Design and Build VerticalsAsia Real Estate Tracker (18-Feb-2025): ADIA, Hines sell Shanghai Trophy Tower for $1.5BArvind SmartSpaces Limited Q3 Update: Leveraging Market Trends for Future Revenue PotentialUniCredit’s Banco BPM Takeover: A Deal on the Brink? Volta Finance Limited (VTAS): 2024 experience bodes well for 2025Clip Money, Inc.

2 months ago | smartkarma.com | Brian Freitas |Arun George |Tina Banerjee

In today’s briefing:Sigma Healthcare (SIG AU): Shareholders Approve Merger; Passives Could Start Buying in Two WeeksDropsuite (DSE AU): NinjaOne’s Binding Offer a Done DealSigma Healthcare (SIG AU): Shareholders Approves CWG MergerSigma Healthcare (SIG AU): Shareholders Approve Merger; Passives Could Start Buying in Two Weeks Sigma Healthcare (SIG AU) and Chemist Warehouse (CWG) shareholders have approved the merger with 99.86% and 100% of the votes cast in favour.

2 months ago | smartkarma.com | Travis Lundy |Arun George |Brian Freitas |David Blennerhassett

In today’s briefing:3D Launches Partial Tender Offer on NTT UD REIT (8956)NTT UD REIT (8956 JP): 3D’s Unsolicited Partial Tender OfferSolactive Global Uranium & Nuclear Components Index Rebalance: DeepSeek Led Selloff & 1 DeleteFast Retailing (9983 JP): Double Capping & The Reverse Funding TradeJapfa (JAP SP): The Santosa Family (Finally) Makes A MoveSLB Dev (SLB SP): Ong Family Offer By Way Of A Scheme.

2 months ago | smartkarma.com | Smartkarma Content |Brian Freitas |Travis Lundy |David Blennerhassett

This weekly newsletter pulls together summaries of the top ten most-read Insights across Event-Driven and Index Rebalance on Smartkarma. 1. ZTO Express (2057 HK): On Track for Double (Maybe Triple) Index InclusionWith improved liquidity, ZTO Express Cayman (2057 HK) could be added to the HSCEI INDEX early March and then to a global index a couple of weeks later. ZTO Express Cayman (2057 HK) is a lower probability inclusion to the Hang Seng Index (HSI INDEX) given the index committee discretion.