PRao

Director, Head of Research at Smartkarma

[Smartkarma @smartkarma]

Growth at ASICS has been strong, but tourism has been the key driver.

Michael Causton joins @RaoPranav to explain what comes next, as ASICS shifts towar direct retail and margin expansion.

🎧 Listen to the full conversation and access Osbert's Insight here: https://t.co/CsaU2VSbx1

Disclaimer: Informational only. Not investment advice.

#SmartCalls #EquityResearch #Trade #Smartkarma #Japan $7936.T

[Smartkarma @smartkarma]

The performance gap between SITC International Holdings and Orient Overseas International Limited continues to widen, reinforcing the pair trade thesis.

Osbert Tang joins @RaoPranav to explain why it may continue and how oil prices could impact both names.

🎧 Listen to the full conversation and access Osbert's Insight here: https://t.co/jgFMdPMibY

Disclaimer: Informational only. Not investment advice.

#Shipping #China #Trade #Logistics #EquityResearch $1308.HK $316.HK

[PRao @RaoPranav]

@FirstSquawk https://t.co/mDoQya9QgS

[Smartkarma @smartkarma]

Investors are watching the upcoming AGM at SK hynix closely.

Sanghyun Park joins @RaoPranav to discuss how key agenda items could pave the way for an ADR listing and potentially close the valuation gap with Micron.

🎧 Listen to the full conversation and access Sanghyun's Insight here: https://t.co/VeXmNCPVjj

Disclaimer: Informational only. Not investment advice.

#Semiconductors #SKHynix #AI #EquityResearch #HY9H $000660.KS

[Smartkarma @smartkarma]

Investors are watching the upcoming AGM at SK hynix closely.

Sanghyun Park joins @RaoPranav to discuss how key agenda items could pave the way for an ADR listing and potentially close the valuation gap with Micron.

🎧 Listen to the full conversation and access Sanghyun's Insight here: https://t.co/VeXmNCPVjj

Disclaimer: Informational only. Not investment advice.

#Semiconductors #SKHynix #AI #EquityResearch #HY9H $000660.KS

[Smartkarma @smartkarma]

A new logistics REIT is preparing to list in Singapore.

Arun George joins @RaoPranav to unpack the upcoming UI Boustead REIT IPO, from asset quality and yield to the risks investors should watch.

🎧 Listen to the full conversation and access Arun's Insight here: https://t.co/zeaM7fneL8

Disclaimer: Informational only. Not investment advice.

$UIBU.SI #REITs #IPO #Singapore #Logistics #EquityResearch

[PRao @RaoPranav]

@smartkarma @MikeFritzell Feels like a classic "both things can be true" situation:
1. Were margin balances high in South Korea? Yes (looks like domestic retail though): https://t.co/T6nXiyKCmE
2. Memory names, and as a consequence the KOSPI, are cheap...

[PRao @RaoPranav]

This ​Curator's Cut issue highlights opportunities in Korea amidst the record rally, shareholder stake trimming in APAC, and coverage on 500+ private companies. https://t.co/LGkKDQCCUa

[PRao @RaoPranav]

Discover the latest standout themes in private markets, activist situations in Japan, and global IPO pipelines in this Curator's Cut. Share your thoughts on what themes you want to see next. https://t.co/Tk4lFLEkTw

[Smartkarma @smartkarma]

Uranium stocks are surging as AI power demand lifts nuclear back into focus.

Brian Freitas joins @RaoPranav to break down the upcoming URA rebalance and which stocks could see major inflows and outflows.

📖 Read the full Insight: https://t.co/j8wSHBhufP
Disclaimer: Informational only. Not investment advice.

#Uranium #NuclearEnergy #ETFs #IndexRebalance #EquityResearch $URA $PEN.AX

[PRao @RaoPranav]

$EIDO $BBCA $INPST $GLEN $RIO.AX $1519.HK $6936.HK

[PRao @RaoPranav]

This ​Curator's Cut issue highlights the capital exodus from Indonesia, corporate actions in the delivery sector, and the DLC hurdles to Glencore/Rio merging. https://t.co/3mukd4JHRf

[PRao @RaoPranav]

In the first issue of Curator's Cut in 2026, we review more high conviction ideas, the pipeline of China healthcare IPOs, and sentiment around various metals. Comment to request more themes. https://t.co/dc2lNumxC0

[PRao @RaoPranav]

This ​Curator's Cut issue highlights 2026's high conviction ideas, analyzes Meesho IPO risks/rewards, and tracks upcoming lock-up expiries, on Smartkarma. https://t.co/1Hfox2TAAD

[PRao @RaoPranav]

This ​Curator's Cut highlights CATL's premium powering down, iron ore opportunities even as Simandou goes live, and Japan's consumer sector consolidation, from Smartkarma's 1,500+ insights. https://t.co/gphHDoBN7W

[PRao @RaoPranav]

Feat. $KOSPI, $000660, $005930, $MU, $7974.T, $2432.T, $293.HK, $19.HK, $AERO and more

[PRao @RaoPranav]

In this cut, we revisit memory stocks' stellar year, unpack results from the best pure-play gaming franchise, and spotlight airline stocks poised for lift-off. Curator's Cut: Korea's Memory Mania, Nintendo's Next Play & Airline Takeoffs. Read more: https://t.co/WOi6EjDc2l

[PRao @RaoPranav]

Latest Curator's Cut issue out now: Japan's Defense Drive, Asia's Vision Opportunities & US Diagnostics Picks. Read more: https://t.co/jMHQ1oN4XG

We profile $7013.T in defense, and $5889.T and Lenskart in the eyewear space. If you like $GRAL, take a look at the $BLLN IPO

[PRao @RaoPranav]

(b) @AsiaDecoded in Indonesia : Sri Mulyani's Exit Compounds Fiscal Risks. Read more: https://t.co/ffVUs6iGUE

[PRao @RaoPranav]

Missed sharing the last issue of the Curator's Cut on X, where we flagged the political instability in Thailand and Indonesia. Curator's Cut: Critical Minerals' Rise, SEA's Digital Promise & IT Services in Flux. Read more: https://t.co/9bHX4fSXv3

[PRao @RaoPranav]

Since then, two insights on the economic situation that are definitely worth a read:
(a) Manu Bhaskaran in Regional Economics: A Two-Tier ASEAN? Divergent Prospects for the Region's Economies. Read more: https://t.co/hNWNZ247dM