Dimitris Ioannidis

Jan 23, 2025 | smartkarma.com | Brian Freitas |Travis Lundy |David Blennerhassett |Dimitris Ioannidis

In today’s briefing:Solactive Global Uranium & Nuclear Components Index Rebalance Preview: Potential Changes Next Week[Quiddity Index Jan25] MV Junior Gold Miners Index Mar 25 Rebal: Multiple Adds, 4.4% 1-Way TurnoverInsignia Financial (IFL AU): Bain Matches CC Capital’s Terms.

Jan 23, 2025 | smartkarma.com | Nicolas Baratte |Dimitris Ioannidis

In today’s briefing:SK Hynix Will Derive ~50% of Revenues from AI in 2025. Why Is the Stock Trading at 6x 2025 EPS? Nasdaq100 Dec2025 Forecast (Part 1): MDB & BIIB in Trouble; UAL & ALNY First ReplacementsPhotronics Inc (PLAB) – Wednesday, Oct 23, 2024Dingdong (Cayman) Limited (DDL) – Thursday, Oct 24, 2024Tech Supply Chain Tracker (24-Jan-2025): China wafer industry by 2025. SK Hynix Will Derive ~50% of Revenues from AI in 2025. Why Is the Stock Trading at 6x 2025 EPS?

Jan 11, 2025 | smartkarma.com | David Blennerhassett |Travis Lundy |Arun George |Dimitris Ioannidis

In today’s briefing: Last Week in Event SPACE: Seven & I, PA Gooddoctor, Fuji Soft, WH Group Open House Finally Takes Out Pressance (3254) – Done Deal Done Cheap (Mostly) Asia-Pac M&A: Insignia Financial, Arcadium, CPMC, GAPack, Haitong Sec., Shinko Electric Pressance (3254 JP): Open House (3288 JP) JPY2,390 Tender Offer a Done Deal Yibin Bank (2596 HK): 100% IPO Float Fails to Secure Global Index Inclusion Open House Finally Takes Out Pressance (3254) – Done Deal Done Cheap Four-Plus years...

Jan 11, 2025 | smartkarma.com | Brian Freitas |Travis Lundy |Dimitris Ioannidis

In today’s briefing: HSCEI Index Rebalance Preview: Increase in Velocity Could Lead to 3 Changes in March Tencent (700 HK): DoD Says Chinese Military Company; Not on NS-CMIC List Yet 7&I (3382 JP) – Dippity Doo Dah – Irrational Fears, Earnings Vol, But Restructuring Proceeding Apace S&P/​​​​​​​​​ASX Index Rebalance Preview: Lots of Change; Could Be More with Sigma/CWG Merger HSCI Index Rebalance Preview and Stock Connect: Updated Potential Changes in March 2025 Hang Seng Internet & IT Index...

Jan 9, 2025 | smartkarma.com | Travis Lundy |Arun George |Dimitris Ioannidis |David Blennerhassett

In today’s briefing: 7&I (3382 JP) – Dippity Doo Dah – Irrational Fears, Earnings Vol, But Restructuring Proceeding Apace Haitong Securities (6837 HK)/GTJA (2611 HK) Merger: The Home Stretch Bloks (325 HK): Global Index Inclusion Following IPO Lock-Up Expiry [Quiddity Index Jan25] KOSPI 200 Leaderboard Jun25: Up to 6 Changes Possible Suntec REIT (SUN SP): Tang’s Curious Bump Fuji Soft (9749 JP): KKR Extends Again, Delaying the Inevitable Bump Quiddity Leaderboard SET50 Jun 25: One Change...