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Articles by Devi Subhakesan
Daily Brief Consumer: DKSH Holdings Malaysia, TSE Tokyo Price Index TOPIX, Betterware de Mexico Sab de CV, Mixue Group, Garmin Ltd, Booking Holdings, Omnicom Group, DoorDash and more | Smartkarma
In today’s briefing: DKSH Malaysia: Superb Results Without Fundamental Solutions, Will Companies Not Chang, After Moving to a Market with Lax Criteria? BWMX: 4Q Review: Cleaning Up in 2025 Ahead of Game Changing 2026; Reiterate Buy, $30 PT Mixue Group: Lock-Up Expiry. Stock Slides 18% in a Month.
Daily Brief Consumer: Toyota Industries, Muyuan Foodstuff Co Ltd A, Mandom Corp, Pop Mart, Once Upon a Farm, PBC, Maruti Suzuki India, Shadowfax Technologies, Vince Holding, Lkq Corp and more | Smartkarma
💡 Before it’s here, it’s on Smartkarma The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
Daily Brief China: Sunny Optical Technology Group, Wasion Group Holdings, Muyuan Foodstuff Co Ltd A, Pop Mart, China Traditional Chinese Medicine, Chengdu Zenitar Biomedical Technology, Shanghai Conant Optical, Qingdao Gon Technology, Artificial Intellige
In today’s briefing: Sunny Optical (2382 HK): Updated Figures On The Auto Ops Spin-Off Wasion Group (3393 HK): Trading Rich Ahead Of Energy Solutions Play Spin-Off Muyuan Foods (2714 HK): US$1.6bn Offering at a Big Discount to A-Shares Pop Mart (9992 HK): PUCKY – How a Lucky Plush Drove Shares up 30%.
Daily Brief Equity Bottom-Up: SK Hynix: Record Results and more
In today’s briefing: SK Hynix: Record Results, Cancellation of Treasury Shares, & Start of an AI Solution Co in the US Pop Mart (9992 HK): PUCKY – How a Lucky Plush Drove Shares up 30%. Wasion (3393): Spin off Is Happening Maruti Suzuki – Right Time to Load; All‑time Low Channel Inventory; Operating Leverage Kick In China TCM (570.HK) – About the 2025 Profit Warning and the Outlook CoreWeave, Inc.
Daily Brief Consumer: Poh Huat Resources Holdings, AceVector Ltd, Uni President China, Health And Happiness (H&H), Strix Group, TSE Tokyo Price Index TOPIX and more | Smartkarma
In today’s briefing: Poh Huat Full Year Results: Deep Value Situation AceVector Ltd Pre-IPO Tearsheet 2026 High Conviction: Uni President China (220 HK): Modest Valuations, Robust Cash Flows Health & Happiness: MODTRIS Strix Group Plc – Debt-Free Reset: Proposed sale of Billi What Are Companies that Re-Sell Treasury Stock Thinking? Poh Huat Full Year Results: Deep Value Situation Operations did not make any money. other income led to profits.
Daily Brief China: InSilico Medicine Cayman TopCo, Iron Ore, New World Development, Shanghai Forest Cabin Biological-Tech, Uni President China, Zhong Ao Home, Health And Happiness (H&H), China Vanke and more | Smartkarma
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Daily Brief Equity Bottom-Up: Softbank Group: Performance Powered by OpenAI. Exits NVIDIA and more
In today’s briefing: Softbank Group: Performance Powered by OpenAI. Exits NVIDIA, Bets Big on AI The Viral Milk That Helped Set Off America’s Protein Boom Clear Recent Outperformance of Korean Preferred Vs. Common Shares LONG GDS: A High-Beta Asia Digital Infrastructure DC Operator Primer: Fmc Corp (FMC US) – Nov 2025 Sprouts Farmers Market Goes All-In on Health—Can Its Exclusive Products Win Big?
Daily Brief Japan: Softbank Group, Tekscend Photomask, Srg Takamiya, Hikari Tsushin, Trial Holdings, Ce Holdings, Ngk Spark Plug, Chiba Kogyo Bank, Sanyo Trading, Water Direct and more | Smartkarma
In today’s briefing: Softbank Group: Performance Powered by OpenAI.
Daily Brief TMT/Internet: Softbank Group, Contemporary Amperex Technology (CATL), Giantec Semiconductor , Tekscend Photomask, Samsung Electronics Pref Shares, Broadex Technologies Co Ltd, Megaport Ltd, GDS Holdings (ADR), Monolithic Power Systems, Inc, Tr
In today’s briefing: Softbank Group: Performance Powered by OpenAI.
In today’s briefing: Lendlease REIT Placement: DPU Accretive, past Offering Did Well Info -Tech Systems Limited Initiating Coverage Grab Holdings: Growth Engines Continue to Rev – What’s Powering the Momentum? Growth in Motion: China Sunsine Married Deal & Next 50 Momentum Lendlease REIT Placement: DPU Accretive, past Offering Did Well Lendlease Global Commercial REIT (LREIT SP) is looking to raise at least S$270m in a private placement, to fund acquisition of 70% interest in PLQ Mall.
Daily Brief TMT/Internet: Cig Shanghai, Pony AI, Softbank Group, Taiwan Semiconductor (TSMC) - ADR, Nota, Texas Instruments, CCC Intelligent Solutions Hold, Horizon Robotics, Singular Health Group and more | Smartkarma
In today’s briefing: CIG Shanghai A/H Listing: Smaller A/H Premium than Larger Peers, Expensive Pony AI HK Dual Primary Listing: The Investment Case SoftBank Soared.
Daily Brief ECM: WeRide Secondary HK Offering - Is Relatively Cheaper but Lacks Momentum and more
In today’s briefing: WeRide Secondary HK Offering – Is Relatively Cheaper but Lacks Momentum CIG Shanghai A/H Listing: Smaller A/H Premium than Larger Peers, Expensive Pony AI HK Dual Primary Listing: The Investment Case Pony AI HK Listing: Turning Driverless Technology into a Commercial Reality Lenskart Solutions Pre-IPO – The Positives – Worth Keeping an Eye On LivsMed IPO Preview Nota IPO Bookbuilding Analysis Evommune Inc.
In today’s briefing: NSE India: Not Just an Exchange, but a Strategic Holding Company. LG Electronics India IPO : Strong Debut Expected. Market Cap May Top Parent’s Canara HSBC Life Insurance IPO – Steady Growth but Valuations Fullish Infosys (INFO IN) Q2 Results: Rays Power Infra Pre-IPO Tearsheet LG Electronics India IPO Trading – Very Strong Subscription, Won’t Be Chasing if It Pops Too High NSE India: Not Just an Exchange, but a Strategic Holding Company.
Most Read: Sony Financial Group, Advantest Corp, Dongfeng Motor, Zijin Gold, Orion Breweries, Quanta Computer, FineToday Holdings, Taekwang Industrial, Tekscend Photomask and more | Smartkarma
In today’s briefing: [Japan Event] Sony Financial (8729 JP) Overhang Hangs Over, Company Buys Back, ADR Selldown Awaits? Advantest (6857 JP): Rally Leads to Potential NKY Capping Dongfeng (489 HK): On VOYAH’s Updated Financials Zijin Gold (2259 HK): 100% Surge Since IPO. What Gold Price Is Priced In Now?
Daily Brief Energy/Materials: Sanil Electric, Zijin Gold, Yinson Holdings, Fermi, Gold, Fenix Resources , Crude Oil, Metals X Ltd, Rpm International and more | Smartkarma
In today’s briefing: [Quiddity Index] Oct25 KOSPI 200 Leaderboard for Dec25 Rebal: Still 6+6, New 1.5 Pairs to Trade Zijin Gold (2259 HK): 100% Surge Since IPO. What Gold Price Is Priced In Now?
Daily Brief Equity Bottom-Up: Zijin Gold (2259 HK): 100% Surge Since IPO. What Gold Price Is Priced In Now? and more
In today’s briefing: Zijin Gold (2259 HK): 100% Surge Since IPO. What Gold Price Is Priced In Now? PDD Holdings’ Global Expansion Efforts Paying Off? How It Plans to Win the Supply Chain Race! FuelCell Energy’s Data Center Push – Will Reliable Fuel Cells Become the Backbone of AI Infrastructure? The Beat Ideas: Kalyan Jewellers- Scaling New Heights with an Asset-Light Strategy Applied Materials Hit By U.S. Export Crackdown: Could This Derail The Semiconductor Equipment Boom?
Daily Brief China: Dongfeng Motor, Zijin Gold, PDD Holdings, Milian Technology, Xuanzhu Biopharmaceutical, Tencent Music, China Mobile, Beijing Tong Ren Tang Healthcare Investment, UMP Healthcare and more | Smartkarma
In today’s briefing: Dongfeng (489 HK): On VOYAH’s Updated Financials Zijin Gold (2259 HK): 100% Surge Since IPO. What Gold Price Is Priced In Now? PDD Holdings’ Global Expansion Efforts Paying Off? How It Plans to Win the Supply Chain Race! Milian Technology IPO Preview: Driving Profitable Expansion Through Yidui and Tietie Apps Xuanzhu Biopharm (轩竹生物科技) IPO: Spin off at a Premium Tencent Music: Is Its Partnership With Geely & Xiaomi the Future of In-Car Entertainment?
In today’s briefing: LG Electronics India IPO: Attractive Upside LG Electronics India IPO: Leading Player Priced at a Steep Discount ?
Daily Brief China: Zijin Gold, MINISO Group Holding , DiDi Global, Nova Insight, Evergrande, Netdragon Websoft, Sunny Optical Technology Group and more | Smartkarma
In today’s briefing: Zijin Gold IPO (2259 HK): Trading Debut Miniso (9896 HK)’s TOP TOY Angling For Labubu Mojo Zijin Gold (2259 HK) IPO Debut – Some Points Worth the Attention Zijin Gold : Listing Pop Likely. Know Your Thresholds. Avoid Valuation Pitfalls.
In today’s briefing: Alibaba (9988 HK): It’s Raining AI at the Apsara Conference, Firing up the Stock.
Daily Brief Energy/Materials: Zijin Gold, Gold, Altona Rare Earths, Crude Oil, Sayona Mining and more
In today’s briefing: Zijin Gold IPO: The Good, The Bad and Valuations. For the Gold Bulls. Zijin Gold IPO: Gold Price Sensitivity Analysis.
Daily Brief China: Alibaba, Mixue Group, Zijin Gold, Chery Automobile, China Merchants Bank H, Wafer Works Shanghai, Changhong Jiahua Holdings, TYK Medicines, Shandong Weigao Blood Purification Products, Hang Seng Index and more | Smartkarma
In today’s briefing: HK Connect SOUTHBOUND Flows (To 19 Sep 2025); BIG Single Stock Trading Again, Feels Slightly Toppish Mixue (2097 HK): Time to Buy After Lemon Stockout Zijin Gold IPO: The Good, The Bad and Valuations. For the Gold Bulls.
In today’s briefing: [Japan M&A/Activism] The Nagging Little Detail In the Soft99 MBO Extension Target Doc Chery Auto IPO Valuation Analysis Health & Happiness (H&H 1112HK): After the Pain, Is It Finally Time for Gain? Elon Musk Buys $1 Billion In Tesla Shares — Is It Enough To Reignite Investor Optimism?
Daily Brief Consumer: Chow Tai Fook Jewellery, Mandom Corp, Chery Automobile, Alibaba, Physicswallah Limited, Chewy , Faraday Future Intelligent Ele, Yangzijiang Shipbuilding, TSE Tokyo Price Index TOPIX and more | Smartkarma
In today’s briefing: Chow Tai Fook (1929 HK): Strong Rally, Weak Jewellery Demand. Growth Risks.
Daily Brief Consumer: Pop Mart, Harim Holdings, Alibaba, Three Squirrels, Lowe's Companies Inc, Flowers Foods, Toll Brothers, Intralot S.A.-Integrated Lot, Jm Smucker Co, Five Below and more | Smartkarma
In today’s briefing: Pop Mart (9992 HK): Index Inclusion & Beyond. Toy Craze or Emerging ACG Play? Harim Holdings – EB Issue of Its Treasury Shares for 143 Billion Won Alibaba (9988 HK): Stock Surges Post-Earnings, Options Market Reprices Three Squirrels A/H Listing: Heavy Price Competition; Thin Margins Lowe’s AI Revolution: Inside the Bold Tech Integration That Could Power Pro Customer Growth! Flowers Foods Bets Big on Keto & Wellness—Will It Pay Off?
Daily Brief Consumer: Alibaba, Pop Mart, BYD, Mixue Group, Shimano Inc, Mitra Adiperkasa, Black Rock Coffee Bar, Lands' End Inc, Global Education Communities C and more | Smartkarma
In today’s briefing: HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$7.4bn of Flows Post Capping (Sep 2025) Index Changes and Rate Cuts: Key Events in September 2025 India & China – Rekindling Brotherhood Mixue (2097 HK): Lock-Up Expiry. After Doubling Post-IPO, Is the Fizz Running Out? BYD (1211 HK) Tactical Outlook: Maybe Soon Is Time to BUY… Shimano (7309 JP) — Q2 Miss Resets Expectations; China Drag Masks EU Recovery Mitra Adiperkasa (MAPI IJ) – Retail Therapy Black Rock Coffee Bar, Inc.
Daily Brief Consumer: Yutaka Giken, Alibaba, Dongfeng Motor, SHEIN, Nissan Motor, Reckitt Benckiser Group , Tesla , SJM Holdings and more
In today’s briefing: [Japan M&A] Yutaka Giken (7229 JP) TOB – Possibly the Most Offensively Low TOB Price I’ve Ever Seen Alibaba (BABA, 9988HK): June Quarter, Actually 2-Digit Growth, To Win Price War Alibaba (BABA US): Why Did the Stock Rally Despite 2Q25 Operating Profit Dip?
Daily Brief Consumer: Taste Gourmet, Meituan, Tovis Co Ltd, Trip.com Group , Orion Breweries Limited, Maruti Suzuki India, US Foods Holding Corp, Hyatt Hotels Corp Cl A, Live Nation Entertainment, Inc and more | Smartkarma
In today’s briefing: Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety – August 2025 Meituan (3690 HK): Down 12% After 2Q25 – What Spooked Investors?
Daily Brief Industrials: Keppel Corp, HMM Co., Ltd., King Slide Works, CFF Fluid Control, JSW Cement Limited, PG Electroplast, Wesco International, Agco Corp, Ww Grainger Inc and more | Smartkarma
In today’s briefing: Value Unlock SG: Value Creation Via Corporate Action.
Daily Brief TMT/Internet: Tyro Payments, Sea Ltd, Tencent, Sumitomo Forestry, Western Union Co, Micronics Japan, Data Applications, Yappli Inc, Cerberus Cyber Sentinel, Rumble and more | Smartkarma
In today’s briefing: Tyro Payment (TYR AU) Fielding Offers. Again. Sea Ltd (SE US): Inside the Rally – What Drove the 20% Post Earnings Surge?
Daily Brief Consumer: GMO Internet, JTC Inc/Fukuoka, Delfi Ltd, Just Eat Takeaway.com NV, Greggs PLC, SJM Holdings, GR Sarantis SA and more
In today’s briefing: GMO Internet (4784) – GMO Internet Parent Has Been SELLING In The Market A Tender Offer of JTC by Affirma Capital 55 SGX Stocks Up >15% in a Month – EQDP Attracting Investor Attention Prosus–JET Arbitrage: Tight Spread, High Certainty Ahead of EC Decision Greggs — Looking through challenging markets Lucror Analytics – Morning Views Asia Sarantis Group – M&A Activity & Strategy Review Company & Stock Analysis – Gr. Sarantis S.A. GMO Internet (4784) – GMO Internet Parent...
Daily Brief Consumer: Guangzhou Automobile Group, Great Wall Motor, Laopu Gold, Toyota Motor, Anta Sports Products, APR, ProSiebenSat.1 Media SE, Ainsworth Game Technology, Eastroc Beverage Group, United Natural Foods and more | Smartkarma
In today’s briefing: A/H Premium Tracker (To 25 July 2025): “Beautiful Skew” Raging Onward HK Connect SOUTHBOUND Flows (To 25 July 2025); Multi-Month High Volumes, Net Buying of Financials Laopu Gold (6181 HK): Strong Earnings, Soft Share Price – What’s Driving the Disconnect?
Daily Brief ECM: Innogen (银诺医药) Pre-IPO Update: New Data Points and more
In today’s briefing: Innogen (银诺医药) Pre-IPO Update: New Data Points Prestige Hospitality Ventures Pre-IPO-Marriott-Heavy Portfolio with Other Operating Revenue Concerns McGraw Hill IPO: Legacy Publisher to an EdTech Play.
Daily Brief ECM: Saint Bella IPO (2508.HK): Pricing and Post-IPO Performance and more
In today’s briefing: Saint Bella IPO (2508.HK): Pricing and Post-IPO Performance, Wild Price Swings Could Be Short-Lived Anjoy Foods Group HK Offer: Value Stock or Value Trap?
Daily Brief China: Innovent Biologics Inc, Anjoy Foods Group, FWD Group Holdings, Laopu Gold, Eternal Beauty Holdings Limited, Zhou Liu Fu Jewellery Co., Ltd., China Dongxiang, Lenovo, Nanjing Leads Biolabs and more | Smartkarma
In today’s briefing: Innovent Biologics Placement – Second for the Month, Stock Has Doubled but Momentum Is Strong Anjoy Foods Group A/H Listing – Isn’t Great but Can’t Ask for It to Cheaper FWD Pre-IPO – PHIP Updates – Growth Slowing, Metrics Evolution Continues Laopu Gold (6181 HK): Lockup Expiry Ahead. After 2000% Rally, Is There Still Shine Left?
Daily Brief ECM: Cao Cao Pre-IPO: Grossly Overvalued and more
In today’s briefing: Cao Cao Pre-IPO: Grossly Overvalued CaoCao IPO (2643 HK): Valuation Insights MakeMyTrip Placement – Basically a Selldown by Trip.com Foshan Haitian: Upsized at Top Price. Near Term Upside, Long Term Value Play.
Daily Brief ECM: Foshan Haitian Flavouring & Food Company Hong Kong IPO Preview and more
In today’s briefing: Foshan Haitian Flavouring & Food Company Hong Kong IPO Preview Challenger Limited Placement: TAL Dai-Ichi Bidding Higher, Apollo Overhang Gone Foshan Haitian HK Offer: Pantry Staples at Pricey Valuations. Key Facts, Financials & More FWD IPO: What Are We Buying?
Daily Brief Equity Bottom-Up: Pop Mart (9992 HK): Beyond Blind Boxes -Jewellery Debut. Stock Up 200% YTD. Is It Still a Buy? and more
In today’s briefing: Pop Mart (9992 HK): Beyond Blind Boxes -Jewellery Debut. Stock Up 200% YTD. Is It Still a Buy?
Most Read: Cgn Mining, Hyundai Rotem Company, Genesis Minerals, Wanguo International Mining, Pop Mart International Group L, Santos Ltd, Samsung Electronics, Pilbara Minerals and more | Smartkarma
In today’s briefing: MV Global Uranium & Nuclear Energy/Infra Index Rebalance: Double Inclusion for CGN Mining [Quiddity Index] MV Global Defense Jun25 Rebalance Results: Flow Expectations MV Global Defense Industry Index Rebalance: US$1.1bn Round-Trip Trade as Stocks Soar MV Australia Resources Index Rebalance: Two Adds, Float & Capping Changes MV Global Junior Gold Miners Index Rebalance: Stocks at Their Highs [Quiddity Index] MV Global Uranium & Nuclear Energy Jun25 Rebalance Results: Flow...
Most Read: BYD, Pop Mart International Group L, SK Square , Contemporary Amperex Technology, Technopro Holdings, LG Energy Solution, ESR Group , Oneconnect Financial Technology, Mayne Pharma and more | Smartkarma
In today’s briefing: HSTECH Index Rebalance Preview: BYD (1211 HK) Could Replace China Literature (772 HK); Huge Trade Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for June25 FXI Rebalance Preview: Pop Mart (9992 HK) Pops Up Again A Practical Guide to Stub Arb Trade in the Korean Stock Market CATL (3750 HK): Powered by the PetroDollar. HK Offer Overview and Valuations.
Daily Brief ECM: Jiangsu Hengrui Pharma A/H Listing - Low-End Is Probably Close to Fair Value and more
In today’s briefing: Jiangsu Hengrui Pharma A/H Listing – Low-End Is Probably Close to Fair Value Jiangsu Hengrui Pharma H Share Listing (1276 HK): Valuation Insights CATL (3750 HK): Powered by the PetroDollar. HK Offer Overview and Valuations.
Weekly Top Ten Equity Capital Markets - May 11, 2025
This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Capital Markets on Smartkarma. 1. CATL: Launch of Book Building for Hong Kong Listing According to Reuters, CATL plans to launch its Hong Kong listing process including book building during the week of 12 May. We estimate CATL to generate revenue of 423.6 billion RMB (up 17% YoY) and net profit of 55.6 billion RMB (up 13.1% YoY) in 2025.
Most Read: Makino Milling Machine Co, NTT Data Corp, Laopu Gold, Contemporary Amperex Technology (CATL), Mitsubishi Shokuhin, Shibaura Electronics, East Buy Holding and more | Smartkarma
In today’s briefing: Nidec Launches on Makino Milling (6135) – Others Presumably Wait In the Wings NTT (9432) To Overpay To Take Over NTT Data (9613) Subsidiary?
In today’s briefing: Laopu Gold (6181 HK): Heritage Luxury, Guochao Appeal. Key Facts, Financials & Valuation EToro IPO Valuation: First-Day IPO Pop Is Possible, But The Stock May Struggle To Hold Gains D’Alba Global IPO Bookbuilding Results Analysis Niva Bupa Health Insurance IPO Lockup-Bunch of PE Investors Could Pare Around US$500m Worth of Stock Laopu Gold (6181 HK): Heritage Luxury, Guochao Appeal.
In today’s briefing: Errors in Local Street’s Projections for the KOSPI 200 Rebalancing KOSPI200 Index Rebalance Preview: 7 Changes a Side for June A 100% Tariffs on Films Produced Outside the U.S. – Negative on Korean Film Production Companies Kolmar Korea: K-Beauty ODMs- Positioned to Ride US Demand Growth While Tiding Over Tariffs Initial Thoughts on the Musinsa IPO Errors in Local Street’s Projections for the KOSPI 200 Rebalancing One local desk misread the KOSPI 200 rules, thinking one...
Daily Brief ECM: CATL: Launch of Book Building for Hong Kong Listing and more
In today’s briefing: CATL: Launch of Book Building for Hong Kong Listing EToro Group Ltd (ETOR): Retail Trading Platform Eyeing $4b Valuation; BlackRock in on the IPO Pre-IPO Kayou – The Strength of Business Model and the Potential Risks Behind Ather Energy IPO: Likely Muted Debut. Promoter Dynamics Shift—Potential Upside or Risk?
Daily Brief India: Gravita India, Ather Energy, Mahindra & Mahindra, Shilchar Technologies and more
In today’s briefing: Gravita India: Expansion Momentum Amid Elevated Valuations Ather Energy IPO: Likely Muted Debut. Promoter Dynamics Shift—Potential Upside or Risk? Mahindra & Mahindra (MM IN) – Top 5 Takeaways from Q4FY25 Results Ather Energy IPO Trading – Running Out of Charge Shilchar Technologies Q4FY25 : Full Capacity Utilization Achieved Ahead of Schedule.
Daily Brief Equity Bottom-Up: Intel Q125 Earnings. Outlook Disappoints As LBT Shows Senior Executives The Door and more
In today’s briefing: Intel Q125 Earnings. Outlook Disappoints As LBT Shows Senior Executives The Door Singapore Retail Sector: Will It Be Impacted by Improved Connectivity with Malaysia? Keyence (6861 JP): A Beneficiary of Rising Interest Rates Bright Smart (1428 HK): To Sell or Not to Sell?
Daily Brief Singapore: Sheng Siong, Sinarmas Land and more
In today’s briefing: Singapore Retail Sector: Will It Be Impacted by Improved Connectivity with Malaysia? Sinarmas Land (SML SP): Potential Outcomes as IFA Says NOT Fair but Reasonable Singapore Retail Sector: Will It Be Impacted by Improved Connectivity with Malaysia? The upcoming Johor Bahru-Singapore Rapid Transit System and the ease of cross-border movements could impact Singapore’s retail sector as more consumers may choose to spend across the border.
Daily Brief Equity Bottom-Up: Pop Mart (9992 HK): Eye-Popping Growth. Is It the Next Pokémon for Kidults? and more
In today’s briefing: Pop Mart (9992 HK): Eye-Popping Growth. Is It the Next Pokémon for Kidults? The Beat Ideas: Park Hotels: Serving Long-Term Value Update- SAMHI Hotels: Strategic Partnership with GIC UMC 1Q25 Is the Bottom, Consensus Is Low but the Stock at Average Valuations Texas Instruments: Surprisingly Good 1Q25, Good 2Q Guidance. End-Markets Are Back to YoY Growth.
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