March 27, 2023
Smartkarma Blog
Patanjali Foods Early FPO Look - Lifting the Overhang with a Well Flagged Deal. Re-Listing Went Well
The promoters of Patanjali Foods (PATANJAL IN) are looking to increase the firm's public shareholding... See more »
Alphametry: VTFinTech partners Alphametry to roll out research evaluation services
VTFinTech, the technology provider of Portfolio Management and Research Evaluation services, announc...
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March 26, 2023
Smartkarma Blog
An Event Study of the Fed's Reaction Function
The latest "dot plot" is stale by the time it's published and there's a high degree of uncertainty ar... See more »
March 27, 2023
Smartkarma Blog
PLDT Inc. - Case closed
Home-driven revenue growth; mobile lacklustreCarry-over capex of PHP33bSky purchase to add fibre clie... See more »
March 27, 2023Smartkarma Blog
Target & Timing for Flow Trading Position Setup in NICE I&S KOSPI Transfer Event
NICE I&S will likely complete the transfer schedule in early May, meaning that an ad-hoc change may o... See more »
March 26, 2023Smartkarma Blog
Toyo Construction (1890) Plays Offence - A New Mid-Term Mgmt Plan with High Shareholder Payout
YFO continues its fight on Board governance. Toyo Construction has shifted so the Board and a Special... See more »
March 25, 2023Smartkarma Blog
Money Watch: European Bank Loan Books Look Worse than US Peers
European liquidity risks are smaller than US liquidity risks due to tighter legislationLoan books in ... See more »
March 24, 2023Smartkarma Blog
Accenture - Results Beat Expectations Albeit with Lower Guidance
Accenture reported robust Q2FY23 numbers which stood above street expectations.Revenue for the quarte... See more »
March 24, 2023Smartkarma Blog
Zhihu (ZH US) - Vocational training & AIGC as LT driver
Despite macro challenges and epidemic resurgence, Zhihu delivered better-thanfeared 4Q22 results, wit... See more »
March 25, 2023Smartkarma Blog
Manila Water Co. - Water under the bridge (MWC PM, CP PHP19.64, BUY, TP PHP23.00, Utilities) **INITIATION**
New concession reduces regulatory riskMedium-term growth secured, stable dividendDCF-based TP of PHP2... See more »
March 27, 2023
Smartkarma Blog
Patanjali Foods Early FPO Look - Lifting the Overhang with a Well Flagged Deal. Re-Listing Went Well
The promoters of Patanjali Foods (PATANJAL IN) are looking to increase the firm's public shareholding... See more »
March 26, 2023
Smartkarma Blog
An Event Study of the Fed's Reaction Function
The latest "dot plot" is stale by the time it's published and there's a high degree of uncertainty ar... See more »
March 27, 2023
Smartkarma Blog
PLDT Inc. - Case closed
Home-driven revenue growth; mobile lacklustreCarry-over capex of PHP33bSky purchase to add fibre clie... See more »
March 27, 2023Smartkarma Blog
Target & Timing for Flow Trading Position Setup in NICE I&S KOSPI Transfer Event
NICE I&S will likely complete the transfer schedule in early May, meaning that an ad-hoc change may o... See more »
March 26, 2023Smartkarma Blog
Toyo Construction (1890) Plays Offence - A New Mid-Term Mgmt Plan with High Shareholder Payout
YFO continues its fight on Board governance. Toyo Construction has shifted so the Board and a Special... See more »
March 25, 2023Smartkarma Blog
Money Watch: European Bank Loan Books Look Worse than US Peers
European liquidity risks are smaller than US liquidity risks due to tighter legislationLoan books in ... See more »
March 24, 2023Smartkarma Blog
Accenture - Results Beat Expectations Albeit with Lower Guidance
Accenture reported robust Q2FY23 numbers which stood above street expectations.Revenue for the quarte... See more »
March 24, 2023Smartkarma Blog
Zhihu (ZH US) - Vocational training & AIGC as LT driver
Despite macro challenges and epidemic resurgence, Zhihu delivered better-thanfeared 4Q22 results, wit... See more »
March 25, 2023Smartkarma Blog
Manila Water Co. - Water under the bridge (MWC PM, CP PHP19.64, BUY, TP PHP23.00, Utilities) **INITIATION**
New concession reduces regulatory riskMedium-term growth secured, stable dividendDCF-based TP of PHP2... See more »
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