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2 weeks ago | 
smartkarma.com | Janaghan Jeyakumar |Michael Fritzell
In today’s briefing:Quiddity Leaderboard SET50 Jun25: Four Changes Likely; Capping to Be IntroducedHaad Thip Meeting (HTC TB)Quiddity Leaderboard SET50 Jun25: Four Changes Likely; Capping to Be IntroducedThe SET50 index tracks the performance of the top 50 largest and most liquid names listed on the Stock Exchange of Thailand (SET). In this insight, we take a look at the potential ADDs/DELs for SET 50 during the index rebal event in June 2025.
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4 weeks ago | 
smartkarma.com | Arun George |Janaghan Jeyakumar |Jesus Aguilar |Jesús Aguilar |Victor Galliano
In today’s briefing:Sinarmas Land (SML SP): Widjaja Family’s Light Voluntary Unconditional OfferQuiddity Leaderboard ASX Jun25: De Grey Mining Intra-Review Replacement + More Regular ChangesPolicy Shift: Inocsa Makes a Premium Move on Catalana OccidenteAsia Real Estate Tracker (27-Mar-2025): Rava hires Blackstone MDs to lead Japan.
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2 months ago | 
smartkarma.com | Janaghan Jeyakumar |David Blennerhassett
In today’s briefing:Quiddity Leaderboard ASX Mar 25: LONGs up ~10% Vs SHORTs in a Month; More to Come(Mostly) Asia-Pac M&A: Sigma Healthcare Dropsuite, Japfa, Dada Nexus, Malaysia Airports, Sanyo SteelQuiddity Leaderboard ASX Mar 25: LONGs up ~10% Vs SHORTs in a Month; More to ComeIn this insight, we take a look at the potential index changes for ASX 300, 200, 100, 50, and 20 in the run-up to the March 2025 index rebal event.
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Jan 20, 2025 | 
smartkarma.com | Brian Freitas |Sanghyun Park |Clarence Chu |Janaghan Jeyakumar
In today’s briefing:CATL (300750 CH): Index Inclusion Post H-Share ListingSK Stocks’ Main Narrative: SK Telecom Exit & SK Inc Eyeing SK SquareTimee US$280m Lockup Expiry – Scattered List of Financial Investors Coming UnlockedQuiddity Leaderboard NIFTY Mar 25: US$1.2bn Collective One-Way Flows but Momentum Is NegativeA Hostile M&A Fight for T’Way AirKOSPI Size Indices: When Active Met PassiveEQD | Hong Kong Single Stock Options Weekly (January 13 – 17): Stocks at Inflection Point.
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Jan 20, 2025 | 
smartkarma.com | Janaghan Jeyakumar |Arun George |John Ley |Baptista Research
In today’s briefing: Quiddity Leaderboard NIFTY Mar 25: US$1.2bn Collective One-Way Flows but Momentum Is Negative Millennium & Copthorne Hotels (MCK NZ): City Dev’s Unattractive Takeover Offer EQD | Hong Kong Index Options Weekly (HSI and HSCEI January 13-17): Long Vol Gets a Caution Flag Sonos’ $500 Million Crisis: Why The CEO Had To Go! Ultrajaya Milk (ULTJ IJ) – Bringing Milk to the Children Lifull (2120 Jp ) – Strategically Transforming the Overseas Segment to Focus on HOME’S Services...
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Jan 18, 2025 | 
smartkarma.com | Travis Lundy |David Blennerhassett |Arun George |Janaghan Jeyakumar
In today’s briefing: Makino Milling (6135) – Trading Through Terms, May Need Investor Pushing A/H Premium Tracker (To 17 Jan 2025): AH Premia Fall Further, Lowest Avg Premium in 5yrs Last Week In Event SPACE: Shanghai Henlius, Malaysia Airports, Kokusai Electric, Smart Share Insignia Financial (IFL AU): CC Capital Bumps, Next Move Bain HK Connect SOUTHBOUND Flows (To 17 Jan 2025); Again Big Net Buying by SB, Again on Tech Quiddity Leaderboard CSI Medical Jun 25: 1-5x ADV to Trade;...
Most Read: Canvest Environmental Protection Group, Hyundai Motor India , Shanghai Henlius Biotech , Delta Electronics Thailand , Ruijie Networks , Hyundai Motor, Insignia Financial, LG CNS, Shankara Building Products L, Macromill, Inc and more | Smartkarm
Jan 17, 2025 | 
smartkarma.com | Arun George |Brian Freitas |David Blennerhassett |Janaghan Jeyakumar
In today’s briefing:Canvest (1381 HK): Attractive Spread with Steady Progress in Precondition SatisfactionHyundai Motor (HYUNDAI IN): Anchor Lock-Up Expiry Increases Float; Index Inclusions NearHenlius (2696 HK): So, When Was The Last Time A PE/VC Outfit Blocked A Deal?
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Jan 16, 2025 | 
smartkarma.com | David Blennerhassett |Janaghan Jeyakumar |Sanghyun Park |Arun George
In today’s briefing:Henlius (2696 HK): So, When Was The Last Time A PE/VC Outfit Blocked A Deal? Quiddity Leaderboard CSI 300/500 Jun 25: Large Flows; Some Inflow Names Could Outperform IndexQuiddity Leaderboard ChiNext & ChiNext 50 Jun 25: Great Momentum for the Exp ADDs Vs Exp DELs TradeLifestyle China (2136 HK): Lau’s Scheme – The Premium Is Still Wrong.
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Jan 9, 2025 | 
smartkarma.com | Janaghan Jeyakumar
In today’s briefing:Quiddity Leaderboard SET50 Jun 25: One Change Possible; Delta on Thin Ice AgainQuiddity Leaderboard SET50 Jun 25: One Change Possible; Delta on Thin Ice AgainThe SET50 index tracks the performance of the top 50 largest and most liquid names listed on the Stock Exchange of Thailand (SET). In this insight, we take a look at the potential ADDs/DELs for SET 50 during the index rebal event in June 2025.
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Dec 10, 2024 | 
smartkarma.com | Travis Lundy |David Blennerhassett |Arun George |Janaghan Jeyakumar
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