Sudarshan Bhandari

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.

1 week ago | smartkarma.com | Sudarshan Bhandari |Rosita Fernandes |Jesus Aguilar |Jesús Aguilar

In today’s briefing:#134 India Insight: EU 0% Auto Tariff; Warburg ₹800cr Bailout; PAG Plans ₹2.2kcr Nuvama Stake Sale#2 Leadership Bytes(08-Apr-25)IndiQube Spaces Pre-IPO – Capacity Has Been Expanding, Though Margins Remain UnstableClosing the Spread: Banking on AnimaAsia Real Estate Tracker (10-Apr-2025): Goodman investing $722M in Sydney data centre#2 Leadership Bytes(08-Apr-25) Bank of Maharashtra (BOMH IN) , Samvardhana Motherson International Ltd (MOTHERSO IN) and Cyient Ltd (CYL IN) .

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 | Sudarshan Bhandari |Nicolas Baratte |Douglas Kim |Baptista Research

In today’s briefing:The Beat Ideas: Blue Jet Healthcare- Rising CDMO PlayerIntel: A Refreshing Direct Tone from New Management that Doesn’t Deny IssuesTop 10 Korean Stock Picks Bi-Weekly (3 February 2025)Lam Research Corporation: Can Its Advanced Packaging & High Bandwidth Memory Expansion Reinforce Footprint In The Semiconductor Landscape?- Major DriversBoeing’s High-Stakes Production Ramp-Up: Can It Deliver Or Will Chaos Ensue?

Jan 12, 2025 | smartkarma.com | Sudarshan Bhandari |Eric Wen |Ying Pan

In today’s briefing:#86 India Insight: Microfinance Grows 7.6%, Nippon AMC Fund Launch, FHRAI Challenges Swiggy, ZomatoBlue Lotus China Growth Equity Weekly (2/2025): Tesla Heading into a Different Chinese EV MarketBlue Lotus Non-US Internet Weekly Wrap (2/2025): Tencent’s Inclusion and Exclusion from US Sanctions#86 India Insight: Microfinance Grows 7.6%, Nippon AMC Fund Launch, FHRAI Challenges Swiggy, ZomatoThe microfinance sector sees 7.6% YoY growth, but quarterly loan book shrinks by 4.3%.