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Smartkarma
Сингапур
Добавлен 28 мар 2017
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Access to materials derived from content published by Insight Providers on our platform is subject to the Terms of Use
Disclaimer: on.skr.ma/disclaimer
Unloved Japan Round Up Jan. 3: Set Up for A Banner Year?
An uptick in TOBs, MBOs, and mergers creating the best environment for deep value turnarounds in a long time. Dozens of discounted stocks started bouncing off support levels in late December.
- by Michael Allen on Mazda Motor in Equity Bottom-Up
Key points:
1. 2025 will start with more attractive turnaround opportunities than we have seen in a long time.
2. An uptick in TOBs, MBOs and merger discussions makes it suddenly no longer safe to short low-PBR companies indiscriminately.
3. Investors are noticing. More than two-dozen large- and medium-cap stocks with deep discounts to the benchmark began to bounce off well-defined support levels in late December.
Before it's here it's on Smartkarma:...
- by Michael Allen on Mazda Motor in Equity Bottom-Up
Key points:
1. 2025 will start with more attractive turnaround opportunities than we have seen in a long time.
2. An uptick in TOBs, MBOs and merger discussions makes it suddenly no longer safe to short low-PBR companies indiscriminately.
3. Investors are noticing. More than two-dozen large- and medium-cap stocks with deep discounts to the benchmark began to bounce off well-defined support levels in late December.
Before it's here it's on Smartkarma:...
Просмотров: 1
Видео
NZ: Contact Energy (CEN NZ) Hotter Than Mercury (MCY NZ) As Catalyst Looms
Просмотров 14 часа назад
Contact Energy has outperformed Mercury NZ over the last couple of months. A major catalyst is the potential migration of the stocks between size segments of a major global index in February. - by Brian Freitas on Contact Energy in Event-Driven Key points: 1. Contact Energy (CEN NZ) has outperformed Mercury NZ Ltd (MCY NZ) over the last month off the back of expected passive flows in February. ...
Canvest (1381 HK): Attractive Spread with Steady Progress in Precondition Satisfaction
Просмотров 14 часа назад
The steady progress suggests that the precondition will be satisfied well before the long stop date. Despite peer re-rating, vote risk remains low. At the last close, the spread was 7.5%. - by Arun George on Canvest Environmental Protection Group in Event-Driven Key points: 1. Grandblue Environment Co A (600323 CH) continues to make steady progress in satisfying the precondition for its HK$4.90...
Sun Art Retail (6808 HK): BABA Takes Massive Hit After Inking SPA @ HK$1.38
Просмотров 37 часов назад
The (expected) MGO price is what it is. Evidently something has been orchestrated behind the scenes. You have a near-term floor at HK$1.58/share. This isn't the pricing investors were holding out for. - by David Blennerhassett on Sun Art Retail in Event-Driven Key points: 1. HK$1.38/Share. That's the takeaway as Alibaba Group (9988 HK) enters an SPA to offload its 78.7% stake in Sun Art (6808 H...
HSCEI Index Rebalance Preview: Increase in Velocity Could Lead to 3 Changes in March
7 часов назад
There could be up to 3 changes for the HSCEI in March. Estimated one-way turnover is 5.24% resulting in a round-trip trade of HK$5,276m (US$680m). There are big shorts in some of the stocks. - by Brian Freitas on ZTO Express Cayman in Event-Driven Key points: 1. BeiGene and ZTO Express Cayman are potential inclusions for the Hang Seng China Enterprises Index in March while Sino Biopharmaceutica...
Australia: Six Stocks in Passive Selling Crosshairs for February
Просмотров 17 часов назад
6 Aussie stocks appear in the crosshairs of passive selling in Feb. If deleted, passives will need to sell between A$370m-A$500m in the stocks. Impact is high at between 7-24 days of ADV. - by Brian Freitas on Endeavour Group /Australia in Event-Driven Key points: 1. Up to six Aussie stocks could be deleted from global passive portfolios in February. The final list of deletions depends on stock...
ITC Hotels: Index Implications of Demerger from ITC Ltd (ITC IN)
Просмотров 459 часов назад
ITC Hotels demerges from ITC on 6 Jan. There will be an SPOS on 6 Jan to determine ITC's price post demerger. There will be a LOT of selling in ITC Hotels from passive trackers in its first week. - by Brian Freitas on ITC Ltd in Event-Driven Key points: 1. ITC Ltd (ITC IN) will demerge its Hotels business with the ex-date set as 6 January and shareholders receiving 1 share of ITC Hotels for 10 ...
Tsuruha (3391) And Welcia (3141) To Move UP Merger to End-2025; Makes It TWO Trades in 18mos?
Просмотров 314 часов назад
Over the weekend, Japanese media outlets reported that Tsuruha and Welcia would advance merger plans by 2 years, merging as early as end-2025, which would lead to another trade for Aeon shortly after. - by Travis Lundy on Tsuruha Holdings in Event-Driven Key points: 1. In Feb-24, Aeon (8267) agreed with Oasis Management to buy its stake in Tsuruha Holdings (3391) and Tsuruha and Welcia Holdings...
Nidec Goes Hostile On Makino Milling at ¥11,000/Share
Просмотров 3621 час назад
Nidec intends a hostile early April TOB on Makino Milling to build out its machine tool portfolio. This could see an aggressive Makino response and a C&F-style result isn't out of the question. - by Travis Lundy on Makino Milling Machine Co in Event-Driven Key points: 1. This morning, Nidec Corp (6594 JP)announced that it intended to launch a Tender Offer on Makino Milling Machine Co (6135 JP) ...
Shin Kong/Taishin Merger - Proceeding Apace
Просмотров 221 час назад
The Shin Kong/Taishin spread is wide but contracting slowly. The Taishin vs Peers trade is rebounding off 10 yr lows. TFTC and FSC applications are in and approvals should be on their way. - by Travis Lundy on Shin Kong Financial Holding in Event-Driven Key points: 1. Once shareholders of Shin Kong Financial Holding (2888 TT) and Taishin Financial Holding (2887 TT) agreed to the merger two mont...
Macromill (3978 JP) - Five Major Investors Have 50+%; CVC Extends and Will Need to Bump Or Walk
Просмотров 321 час назад
Today, Macromill bidder CVC extended the TOB til 17 January. I expect that is not enough. We have the extension. Next we need the bump. But the large holders now own enough to determine their fate. - by Travis Lundy on Macromill, Inc in Event-Driven Key points: 1. Three pre-existing Large Shareholders have not sold down. Two new 5 % shareholders have appeared since Tender Launch. Together, thei...
[Japan Activism] Exedy (7278) - Murakami-San Selling into the Buyback
Просмотров 2День назад
Exedy is buying back a lot of shares. Murakami-san has started selling, and it would appear he is selling a fair bit. It may be accounting. It may be bailing. I don't know, but the long trade is done. - by Travis Lundy on Exedy Corp in Event-Driven Key points: 1. Exedy Corp (7278 JP) announced a big buyback. Murakami-san did not sell the first pop. The shares fell. Exedy started buying back and...
Honda (7267 JP) - MAMMOTH New ¥1.1Trln Stock Buyback
Просмотров 1День назад
On the same day that Honda, Nissan, and Mit Motors announce plans to look at joining under a holdco, in Q3 2026, Honda announces a massive new stock buyback worth 15-18% of shares out. Big move. - by Travis Lundy on Honda Motor in Event-Driven Key points: 1. Today, along with the announcement of Memorandum of Understanding between Honda Motor (7267 JP), and Nissan Motor (7201 JP) to work toward...
Henlius (2696 HK): Circ Out. 22nd Jan H-Class Meeting
День назад
Currently at a 2.9% gross spread with expected payment around the third week of Feb. I'd pay up to HK$24.10/share for a 15% annualised spread. - by David Blennerhassett on Shanghai Henlius Biotech in Event-Driven Key points: 1. After Shanghai Henlius Biotech (2696 HK) secured NDRC approval on the 22nd Nov; fulfilled pre-cons on the 16th December, the Circular was dispatched last night, the 22nd...
Japan: Potential Passive Selling in February
Просмотров 5День назад
There are a bunch of stocks in Japan that could be sold by passive global investors in February. Kokusai Electric is one of them; but it is also a potential inclusion to the Nikkei225 Index in March. - by Brian Freitas on Kokusai Electric in Event-Driven Key points: 1. Currently, 9 stocks could be deleted from global passive portfolios in February. The deletion will lead to liquidity events whe...
7&I (3382 JP) - Share Price Dipping Deeper Means Dipping Toes Deeper
Просмотров 114 дней назад
7&I (3382 JP) - Share Price Dipping Deeper Means Dipping Toes Deeper
Shimano: An Opportunity for Activist Investors
Просмотров 414 дней назад
Shimano: An Opportunity for Activist Investors
Sony To Buy 7+% Stake in Kadokawa (9468 JP) For ¥50bn, Ending Near-Term Hopes of Takeover
Просмотров 114 дней назад
Sony To Buy 7 % Stake in Kadokawa (9468 JP) For ¥50bn, Ending Near-Term Hopes of Takeover
SET50 Index Rebalance: Four Changes; Cal Comp🚀
Просмотров 114 дней назад
SET50 Index Rebalance: Four Changes; Cal Comp🚀
How Has the Index Rebalance Strategy Performed in 2024?
Просмотров 614 дней назад
How Has the Index Rebalance Strategy Performed in 2024?
Heiwa (6412) Announces Game-Changing Acquisition, Gets Very Heavily Levered (Termed Debt)
Просмотров 114 дней назад
Heiwa (6412) Announces Game-Changing Acquisition, Gets Very Heavily Levered (Termed Debt)
TIP Customized Taiwan Select High Dividend Index Rebalance: US$3.2bn Trade with BIG Impact
Просмотров 114 дней назад
TIP Customized Taiwan Select High Dividend Index Rebalance: US$3.2bn Trade with BIG Impact
Shin-Etsu Chemical (4063) - Small/Large Below-Market Tender Offer Buyback, Followed by Overhang
Просмотров 214 дней назад
Shin-Etsu Chemical (4063) - Small/Large Below-Market Tender Offer Buyback, Followed by Overhang
Activist Buys 7+% of Takeover Target Macromill (3978 JP)
Просмотров 114 дней назад
Activist Buys 7 % of Takeover Target Macromill (3978 JP)
2025 High Conviction Idea - DIDI Global, Smooth Ride to Higher Profits
Просмотров 714 дней назад
2025 High Conviction Idea - DIDI Global, Smooth Ride to Higher Profits
PCOMP Index Rebalance Preview: Two Changes Likely in February
Просмотров 314 дней назад
PCOMP Index Rebalance Preview: Two Changes Likely in February
HSCI Index Rebalance Preview and Stock Connect: Potential Changes in March 2025
Просмотров 314 дней назад
HSCI Index Rebalance Preview and Stock Connect: Potential Changes in March 2025
KRX Value-Up Index Rebalance Results and Estimated Passive Impact
14 дней назад
KRX Value-Up Index Rebalance Results and Estimated Passive Impact
Fosun Tourism (1992.HK) Privatization - The Cancellation Price Is Not Good Enough
Просмотров 314 дней назад
Fosun Tourism (1992.HK) Privatization - The Cancellation Price Is Not Good Enough
MV Australia Equal Weight Index Rebalance: One Add & Capping Leads to A$290m Trade
Просмотров 2314 дней назад
MV Australia Equal Weight Index Rebalance: One Add & Capping Leads to A$290m Trade
Thanks for the breakdown! I need some advice: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?
You are doing a great job! Can you help me with something unrelated? I have a SafePal wallet with USDT in it and I have my recovery phrase.「pride」-「pole」-「obtain」-「together」-「second」-「when」-「future」-「mask」-「review」-「nature」-「potato」-「bulb」. How do I transfer them to Binance?
Sad but great business for the fuuture, including the gov regulations.
South bound flow is your money all being scammed outta your pocket by baba
Recently this share drop a lot.
Don’t invest in Cellsource Japan 🇯🇵 👎👎👎👎👎
1:04
Where ca i buy this stock?
Send line a good deal to me. Keep selling silver lake and I'll buy in at rock bottom and cash in.. Lol
the Hollow crank recall must change this
Anycolor has recently struggled with sentiment of foreign fans. This week is its general investment meeting. Foreign Fans are really angry about the 3% comment. I am very curious to know if it will respond to the recent leaks and events that have happened to the company this year.
Thank you. Could you kindly elaborate what you mean by “3pc comment” pls?
@@Smartkarma Mysta has a couple of video where he talks about youtube payout. Such as one titled: "" Mysta Answered How Much Vtuber Earns In Average | Nijisanji EN Clip "" . No one really know who leaked the information about the payout back in May. What is certain is that its much less than what Nijisanji's competitors like Hololive pay. The outrage really centers on the fact 3% is unsually low compared for Fans. When fans buy merchandise they expect that it will go to the actor / idol they are supporting. So ever since the leak there has been a hesitation to buy Anycolor merchandise overseas.
@@Smartkarma As you may already know from research. Nijisanji earns most of its profit from merchandise but (supposedly) at least pays it actors the money it earns from youtube memberships and advertising. (I had another video about this but it did not share either)
Now if you compare this with Hololive you get a bigger picture of why it so upsetting. Look for a video titled: ""Ayame Fan Claims COVER Stock = Infinite Money Glitch"" or a video titled ""Botan Learned That Cover Corp's Stock Went Up Because Of YAGOO's Swimsuit Stream"". Cover Corp (Hololive) pays it streamers a much much higher percentage of overall price. I believe Hololive give its vtubers stock options and at least if our calculations are correct 10% to 15% payout on all merchandise sales. Yagoo even got complaints from chinese investors they he pays talent ""too much"" compared to Nijisanji.
Nijisanji is considered a black company for other reasons. Lets talk turnout over rate and churn of employees and staff to see how bad things have gotten. Look at the recent retirement / public registnations at the company such as Mysta, Nina, Azura Cecilia, ZEA Cornelia-- and count them up. Divide the the yearly growth in the number of hires. You will find that year over year the company has a 18% percent turn over rate. This year 2023-- we have over 40% turnover rate--double what it normally is. Nijisanji is acting like it is bleeding money and cutting staff. Yet the company is profitable--so why it is cutting so many of it top earners? This is compared to Hololive which has and average of 5% employee turnover rate. A company does not normally make usual cost saving moves if its really growing.
"Promo sm" 😂
What are the insiders doing? Buying or selling?
😂
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Telegramm👇
@Lucrative_trade77
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I'm glad to have you. Your strategy is very good. I am happy for other people who trade with you and get profits in time. Thank you very much for your service. For the past two years, I have been working with Alexander Thomas and I have never suffered any loss as a result.😍 ....
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more rationale for PICC would have been better ...this video is too short to be meaningful and useful
Trading resumed on this stock but price crashed down to close at 2.50.. what are your thoughts on any possible recovery ?
Hi i have a question.do I need to keep these shares until July and sell them today..after today can i surrender these shares?do i need a dmat account to surrender?
Hello, I have the Same Question. How Can we sell now?
@@udaypatel123Did you find the solution? I’m on the same boat, need help.
See HKSE news
I would be happy to know too.
What is the current status of the stock? When will trading resume on the stock market? We would be very happy if you let us know.
Prⓞм𝕠𝕤𝐌
hi is bse sensex and s&p bse sensex same
Why are you calling China a "regime"? Why use those American propaganda terms?
Love Xi and China 🇨🇳❤️ Pulling 850 million out of poverty is a lifetime achievement
LMFAO @ THE WEST AND ALL THEIR SO CALLED "EXPERTS" OF WHOM HAVE BEEN MIS-ANALYZING THE WORLD FOR THE PAST 20 YEARS DUE TO THEIR INSANITY FROM THEIR GREED AND CORRUPTION LOL EVERY PROJECTION AND PREDICTIONS THE WEST'S EXPERTS HAVE PUT FORWARD HAVE BEEN WRONG. AND YEAH GOOD LUCK ON YALLS "PUTIN IS LOSING THE WAR" LOL !!!!!!!!
why do you think this is real? where do you see that information?
Thank you for you question Gabriel. You can ask the author analysts directly on Smartkarma
really useful recordding-=)
Worthless, other than Great Panther, what equities impacted by float changes out/into index
Samsung beats TSMC on the 3nm chips technology. chip industry (TSMC) faces foreign capital flight as DIEwan (taiwan) province of China authority “plays with fire”. the rising tensions in the die-wan (taiwan) and China Strait posed by the constant speculation and provocation of diewan (Taiwan) stupid DPP leader and authorities serve one possible driver for the foreign capital FLIGHT, describing the move as “playing with fire” that will eventually hurt its own business. TSMC shares plummeted 73%. Dependence on TSMC is now seen as High Risk. Both China and America are spending big on developing its own industries, even if TSMC were gone, the world will CATCH UP pretty soon. Intel will be leading Moore’s Law. customers may jump ship and flock to Intel Foundry Services. TSMC remains investible in the near- to mid-term, but NOT the long-term investments. in short, TSMC is likely finished. KAPUT, gone geese.
मैं एक सेवानिवृत्ति संगोष्ठी में था और स्पीकर ने बताया कि कैसे उसने 1 सप्ताह के भीतर $7560 से अधिक का लाभ कमाने के बाद अपनी नौकरी छोड़ दी, उसने $650 का निवेश किया, मैंने अभी-अभी उसके ट्रेडिंग प्लेटफॉर्म के साथ निवेश करना शुरू किया और एक सप्ताह में $3567 कमाए। आपके अच्छे और पारदर्शी के लिए श्री नाथन डेविस धन्यवाद काम।
He’s on telegram
When we hit hyperinflation layer this year than we can call the fed an error. End the fed
Recession? But I thought the narrative from biden and the Fed was we are not in Recession . And that orange man was bad. I need help with what lies to believe in
Baba is full of losers,and noy undervalue because the lower growth
I have also made a video on this topic - ruclips.net/video/bRvKeqU66r0/видео.html
MY FAVORITE ! 😊😊😊
Good video. Thanks
Noone know the exact date
Screw King Xi trying to control and corrupt culture
I am in
WILL SAYONA MINING EVER PAY DIVIDENDS
Wise man
Can you please elaborate. I've never bought a stock in my life but I have saved 100 thousand and would like to put it on Tesla. Do you think it's a bad idea??
Including bgmi lite sir plz riply🙂
But why has it plunged, thats the question?!
Maybe it is a time for Americans/ especially for a overweight population/ to start eating healthier, using other types of flour, like buckwheat flour and many more.White flour is what you often grab first at the supermarket and is found in lots of baking and common breads. It is downright delicious but unfortunately white flour is made up of only the endosperm portion of the wheat, eliminating many of the grain's nutrients. This is because today's wheat roller milling machines are fast, tough, and built for mass production; it also allows white flour to be sold cheaply. Additionally, white flour is often bleached with sa whitening agent, often chemical, to make it look clean and pure. The absence of the germ also increases the flour's self life which is why it is more commonly found.
Smartkarma!Bravo- good conteent!)
When will we have one month of 100 deaths every other year?
More Power to independent Analysis. All the best.
Damn the oh sees didn't work out for him
Excellent insights from all those involved!