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Articles by SAC Capital

Daily Brief Industrials: Cosco Shipping Energy Transportation Co. Ltd. (H), Isoteam Ltd, Chaevi, Leonardo DRS , Matson Inc, Meidensha Corp, Nippon Aqua, PFISTERER Holding, Safe Bulkers, Armstrong World Industries and more | Smartkarma

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By Osbert Tang, SAC Capital, Douglas Kim
| Smartkarma
Exceptional Growth Profile: Meidensha has demonstrated a remarkable growth trajectory, with a 3-year net income CAGR of 40.02% and a free cash flow CAGR of 115.87%, significantly outpacing its 5.69% revenue growth. This indicates substantial margin expansion and enhanced operational efficiency, positioning the company for continued strong performance.
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Daily Brief Equity Bottom-Up: Fidelity Information Services: Reinventing Core Banking and Payments With Domain-Specific AI and more

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By Baptista Research, Osbert Tang, SAC Capital
| Smartkarma
In today’s briefing: Fidelity Information Services: Reinventing Core Banking and Payments With Domain-Specific AI COSCO Shipping Energy (1138 HK): Is It Too Stretched?
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Daily Brief Singapore: Hour Glass, Lincotrade & Associates Holdings, UI Boustead REIT and more

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By Punit Khanna, SAC Capital, Arun George
| Smartkarma
In today’s briefing: The Hour Glass Limited (HG SP) Lincotrade & Associates Holdings Limited – From Execution to Acceleration UI Boustead REIT IPO: Valuation Insights The Hour Glass Limited (HG SP) Singapore based luxury watch retailer with regional presence in Asia and Oceania.
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Daily Brief Energy/Materials: Cheniere Energy Partners LP, Amman Mineral Internasional, Lincotrade & Associates Holdings, Pan African Resources, Crude Oil, Iron Ore, First Tin, Hudbay Minerals Inc, Viper Energy Partners LP, Omnia Holdings and more | Smart

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By Nimish Maheshwari, Brian Freitas, SAC Capital
| Smartkarma
In today’s briefing: Iran Attack: Qatar LNG Halt,Global & Indian Implication Indonesia: Holdings Larger than 1% Disclosed; Stocks Affected & Impact Lincotrade & Associates Holdings Limited – From Execution to Acceleration South Africa/JSE Index Forecast – Mar26: Maybe 1 Addition, 1 Deletion in Top 40 While Different From the Iran-Iraq Tanker War, We Still Recommend Cutting CL Length as Prices Surge Iron Ore Monthly (February 2026): Bearish Near-Term Bias, Targeted Long-Dated Upside...
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Daily Brief Thematic (Sector/Industry): Japan Morning Connection: Appetite for Risk Ticking Higher as Precious Metals Stabilize and more

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By Andrew Jackson, Mark Chadwick, SAC Capital
| Smartkarma
💡 Before it’s here, it’s on Smartkarma The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
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Daily Brief Industrials: ANE Cayman Inc, Asian Terminals, Skylink Holdings, Aequs Ltd, Andersen Group, Woodside Energy Group Ltd, Jacobs Solutions , Carr's Group PLC, Meiho Facility Works and more | Smartkarma

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By David Blennerhassett, Douglas Kim, Arun George, SAC Capital
| Smartkarma
In today’s briefing: ANE Cayman (9956 HK): Shareholder Vote On 9th Jan. No Mention Of CDH In Latest Doc A Tender Offer for Asian Terminals by Maharlika Investment Corp (Philippines Sovereign Wealth Fund) ANE (9956 HK): Uncertainty Ahead of the Scheme Vote on 9 January Skylink Holdings Limited: Geared for Growth Aequs Limited: From Aerospace Component Leader to Diversified Precision Platform Andersen Group Inc.
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Daily Brief Singapore: Skylink Holdings and more

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By SAC Capital
| Smartkarma
💡 Before it’s here, it’s on Smartkarma The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
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Daily Brief Singapore: Lincotrade & Associates Holdings, Frencken, Mapletree Pan Asia Commercial Trust and more

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By SAC Capital, Geoff Howie
| Smartkarma
💡 Before it’s here, it’s on Smartkarma Sign Up for Free The Smartkarma Preview Pass is your entry to the Independent Investment Research Network ✓ Unlimited Research Summaries ✓ Personalised Alerts ✓ Custom Watchlists ✓ Company Data and News ✓ Events & Webinars
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Daily Brief Singapore: Rubber Future SGX TSR20, Reclaims Global Limited, LMS Compliance Ltd, Frasers Property Ltd and more

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By Vinod Nedumudy, SAC Capital
| Smartkarma
In today’s briefing: Malaysia’s Rubber Output Falters in Sept Despite Quarterly Gains Reclaims Global Limited: Grounded for Growth Primer: LMS Compliance Ltd (LMS SP) – Nov 2025 Primer: Frasers Property Ltd (FPL SP) – Nov 2025 Malaysia’s Rubber Output Falters in Sept Despite Quarterly Gains Highlights • Malaysia’s NR output drops 14.8% MoM in September 2025 • Quarterly production rises 36.9% despite yearly contraction • Market sentiment mixed amid EUDR delay reports and rate-cut hopes Natural...
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Daily Brief Industrials: Shinhan SOL Shipbuilding TOP3 Plus ETF, Baimtec Material , Megachem Ltd, General Electric , Hanwha Aerospace, Copart Inc, Adani Ports & Special Economic Zone, Alfen, Kier Group PLC, Crane NXT and more | Smartkarma

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By Sanghyun Park, Janaghan Jeyakumar, SAC Capital, Baptista Research
| Smartkarma
In today’s briefing: Introducing Trading Opportunities from Newly Listed Top 3 Korea Sector ETF Futures Quiddity Leaderboard STAR 50/100 Dec25: >US$2bn Combined One-Way Flows; Exp DELs Vs Peers Pair Ideas MegaChem – Reborn from Fire GE Aerospace’s Soaring Comeback: First Record High Since 2000 Fueled By Jet Demand! Hanwha Aerospace – Growth Is Structural, Governance Is the Cap Copart’s Focus On AI & New Technologies: How It Grew to $4.65 Billion & Boosted Margins! Lucror Analytics – Morning...
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Daily Brief Singapore: Livingstone Health Holdings, SGX Rubber Future TSR20 and more

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By SAC Capital, Vinod Nedumudy
| Smartkarma
In today’s briefing: Livingstone Health Holdings Limited – Growth Built on Earnings Recovery Sri Lanka Cushions U.S. Tariff Shock, Faces Twin EU Compliance Tests Livingstone Health Holdings Limited – Growth Built on Earnings Recovery Livingstone Health Holdings Limited (“Livingstone”) is a multidisciplinary healthcare group in Singapore, operating a network of primary care and specialist clinics.
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Daily Brief Health Care: China Traditional Chinese Medicine, Amanta Healthcare, Livingstone Health Holdings, Hunan Mabgeek Biotech, Jiangsu Hengrui Pharmaceuticals, LB Pharmaceuticals, Glow LifeTech, Radiopharm Theranostics and more | Smartkarma

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By Xinyao Wang, Nimish Maheshwari, SAC Capital, Ke Yan
| Smartkarma
In today’s briefing: China TCM (570.HK) – Performance Is Expected to Rebound The Beat Ideas: Amanta Healthcare IPO – Navigating Growth in the Sterile Pharma Space. Livingstone Health Holdings Limited – Growth Built on Earnings Recovery Mabgeek (麦济生物) Pre-IPO: Incremental Innovation in a Crowded Space Jiangsu Hengrui (1276 HK): Deals Galore; This Time for Hypertrophic Cardiomyopathy with Braveheart LB Pharmaceuticals Inc.
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Daily Brief Singapore: CNMC Goldmine Holdings, SGX Rubber Future TSR20 and more

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By SAC Capital, Vinod Nedumudy
| Smartkarma
In today’s briefing: CNMC Goldmine – CNMC’s 1HFY25 Earnings Outshine FY24 Tariffs, Imports, And Closures Strain Brazil’s Tire Sector CNMC Goldmine – CNMC’s 1HFY25 Earnings Outshine FY24 CNMC delivered a stellar financial performance in 1HFY25. The Group’s 1HFY25 net profit surged 251.4% YoY to US$19.4 million, exceeding FY24 full year net profit of US$12.2 million. 1HFY25 revenue increased 78.0% YoY to US$52.8 million, the highest in any half-year period since CNMC’s inception.
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By Travis Lundy, Nimish Maheshwari, SAC Capital, Eric Wen
| Smartkarma
In today’s briefing: [Quiddity Index] August Global Index Japan ADDs – Differing Peer Dynamics – Kawasaki Heavy (7012 JP) Mangal Electrical IPO: A Strong Force in Transformer and Power Solutions?
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By SAC Capital, Vinod Nedumudy
| Smartkarma
In today’s briefing: iFAST Corporation Limited: Breaking Out SoilBuild Construction Group Limited: Soilbuild’s 1HFY25 Earnings Soar Past FY24 Deals, Recycling, Research And AI Power Thailand’s Rubber Shift iFAST Corporation Limited: Breaking Out IFAST SP has risen 28% since our initiation and has seen net institutional outflows of S$50m in the first week of the month. We see further upside of 12%, as the value in terms of P/AUM is not reflected in the price.
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Daily Brief TMT/Internet: Iress Ltd, Micro Mechanics (Holdings), SK Hynix, Lasertec Corp, Intel Corp, IAC , Light Science Technologies Holdings, Soliton Systems Kk, Toyo Business Engineering, Arisawa Mfg and more | Smartkarma

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By David Blennerhassett, SAC Capital, Sanghyun Park, Patrick Liao
| Smartkarma
In today’s briefing: Iress (IRE AU): Nothing Firm As Blackstone And Thoma Bravo Circle Micro-Mechanics (Holdings) Limited – Next Generation Supplier of the Semicon Industry Yeouido Views Grow: Hynix’s Contract Risks & Samsung Supply Push Drive Long-Short Play Through 1H26 Lasertec Corp (6920 JP): Full-year FY06/25 flash update Intel (INTC.US): Changing the CEO Could Save This Company? Probably the Wrong Direction.
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Canadian Insurer Can’t Sue Defunct Connecticut Hedge Fund In New Jersey After All

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By Jon Shazar Verified, Steve Cohen, SAC Capital
| DealBreaker Verified
Fairfax Financial Holdings has been suing Steve Cohen for almost as long as his ex-wife. The Canadian insurer’s been suing Steve Cohen long enough to take credit for Patricia Cohen’s renewed effort to give the father of her children the John Gotti treatment. And like that effort, it’s had its ups and downs. Specifically, it’s gotten the SEC on Steve’s case and also insulted him to his face and made his lawyer super-angry, and—like Patty—has endured its fair share of dismissals.
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