John Ley

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...

Jan 12, 2025 | smartkarma.com | Brian Freitas |John Ley

In today’s briefing:FnGuide Semiconductor Top10 Index Rebalance Preview: Three Changes as Adds Rally BiglyEQD | Kospi Index Options Weekly –  January 06 – 10FnGuide Semiconductor Top10 Index Rebalance Preview: Three Changes as Adds Rally BiglyEarly in the review period, we forecast 3 changes for the FnGuide Semiconductor Top10 Index at the April rebalance.

Jan 10, 2025 | smartkarma.com | Sanghyun Park |David Blennerhassett |Travis Lundy |John Ley

In today’s briefing:KRX’s Responses to TMI-Related Confusions on KRX Semicon & Autos RebalancingVCredit (2003 HK): Offer Now Open. IFA Says Not Fair.

Jan 6, 2025 | smartkarma.com | Sanghyun Park |Douglas Kim |John Ley

In today’s briefing: Korea Short Selling Comeback: How Pre-Registering Accounts Will Affect the Trading Scene LG Corp Plans to Buy 250 Billion Won of LG Chem and LG Electronics + 2 Major LG Group IPOs in 2025 NPS Stake in Korea Zinc Revealed: EGM Vote Locked, Short Play in Focus Coway: Doubling Total Shareholder Returns to 40% of Consolidated Net Income EQD | Asia January Vol Roadmap: Outsized Moves, Outsized Volatility Korea Short Selling Comeback: How Pre-Registering Accounts Will Affect...