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 Blog Research unbundling - Technology to the portfolio manager's rescue
A recent study by Deloitte Center for Financial Services finds that investment management firms which adopt emerging technologies may separate themselves from the competitive pack as soon as next year. Alternative data seems to come first, then AI, NLP and ML, indeed, there are a whole host of acronyms promising investment firms an exciting future ahead.
Read full article »
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 »
Alphametry is an investment research community that allows asset managers and vetted analysts to engage and collaborate.
Read more