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1 week ago | 
smartkarma.com | Brian Freitas |Michael Fritzell
💡 Before it’s here, it’s on SmartkarmaSign Up for FreeThe Smartkarma Preview Pass is your entry to the Independent Investment Research Network✓ Unlimited Research Summaries✓ Personalised Alerts✓ Custom Watchlists✓ Company Data and News✓ Events & Webinars
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1 week ago | 
smartkarma.com | David Blennerhassett |Sudarshan Bhandari |Leonard Law |Michael Fritzell
In today’s briefing:StubWorld: Swire Is “Rich” To Cathay; And Cathay “Cheap” To Air ChinaAsia Real Estate Tracker (16-Apr-2025): Singapore’s LHN Group wants SGX listing for Coliwoo Co-Living. The Beat Ideas: Samhi Hotels, A Strategic Play on India’s Premium HotelsLucror Analytics – Morning Views AsiaKina Securities Meeting (KSL AU): A Papua New Guinea Commercial Bank. Asia Real Estate Tracker (16-Apr-2025): Singapore’s LHN Group wants SGX listing for Coliwoo Co-Living.
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1 week ago | 
smartkarma.com | William Keating |Vincent Fernando |Xinyao Wang |Michael Fritzell
In today’s briefing: TSMC Q125 Earnings Preview Taiwan Tech Weekly: TSMC 1Q25 Results & The 2nm Frontline; Mediatek Vs. TSMC Valuation; PC 1Q25 Data China Healthcare (Apr.13) – Trump’s Tariffs on Pharmaceuticals, NSCEB’s Report, RemeGen’s Pain Point Nippon Parking Development (2353 JP): Irreplaceable Assets with +12% Historical EPS CAGR at 13x P/E Adastria: ¥500 Billion Through New Brands – Signs UK’s Karrimor Kinatico Ltd – SaaS revenue now 50% of total revenue TSMC Q125 Earnings Preview...
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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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2 months ago | 
smartkarma.com | Arun George |Tina Banerjee |Michael Fritzell
In today’s briefing:JX Advanced Metals (5016 JP) IPO: The Bear CaseTerumo Corp (4543 JP): Strong Demand Drives Q3FY25 Performance; FY25 Guidance ReiteratedPoper (5134 JP)JX Advanced Metals (5016 JP) IPO: The Bear Case JX Advanced Metals (5016 JP) is a global leader in the semiconductor and ICT materials sector. It is seeking to raise up to US$2.6 billion. In JX Advanced Metals (5016 JP) IPO: The Bull Case, we highlighted the key elements of the bull case. In this note, we outline the bear case.
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2 months ago | 
smartkarma.com | Michael Fritzell
In today’s briefing:Haad Thip (HTC TB): Monopoly Coca-Cola Bottler at 10x P/E and 7% Dividend YieldHaad Thip (HTC TB): Monopoly Coca-Cola Bottler at 10x P/E and 7% Dividend YieldHaad Thip (HTC TB — US$194 million) is a Coca-Cola bottler responsible for Thailand’s 14 southern provinces. It was mentioned by the Twitter account Nate, who suggested I read through Haad Thip’s annual report. And I’m happy I did.
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Nov 25, 2024 | 
smartkarma.com | Sudarshan Bhandari |Douglas Kim |William Mann |Michael Fritzell
In today’s briefing:The Beat Ideas: Deep Industries- A Hidden Oil & Gas ProxyEoflow: European Court Dismisses Injunction Filed by Insulet2025 High Conviction Short: Microchip Technology Inc. (MCHP)Prada (1913 HK): High Fashion at 14x EV/Pretax Profit with an Alt-Data CatalystAspirasi Hidup Indonesia (ACES IJ) – Rising Inventories for Good ReasonTech Supply Chain Tracker (26-Nov-2024): HP prepares for Trump 2.0 with changes in leadership and supply chain in NA.
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Nov 15, 2024 | 
smartkarma.com | Ming Lu |Michael Fritzell |Baptista Research |Douglas Kim
In today’s briefing: Alibaba (BABA US): 2Q25, Weak Quarter, But Waiting for Two Events to Benefit Top Line Anxian Yuan (922 HK) Fidelity Information Services: Inside FIS’s Strategic Moves in Core Banking – A Game-Changer for Financial Institutions! – Major Drivers Illumina Inc.: These Are The 3 Biggest Challenges In Its Path! – Major Drivers Vertex Pharmaceuticals: Its Efforts Towards Diversification with New Product Launches & Other Major Drivers Negative Trump Trade: Korean Rechargeable...
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Feb 27, 2024 | 
asiancenturystocks.com | Michael Fritzell
Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in this publication is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed in such publications are those of the publisher and are subject to change without notice. You are advised to discuss your investment options with your financial advisers.
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Jan 10, 2024 | 
asiancenturystocks.com | Michael Fritzell
Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in this publication is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed in such publications are those of the publisher and are subject to change without notice. You are advised to discuss your investment options with your financial advisers.
