Smart Calls with Smartkarma

Weather patterns across Southeast Asia in early 2026 have been uneven with early rainfall giving way to drier conditions, setting the stage for potential supply impacts in natural rubber.

Vinod Nedumudy joins Pranav Rao to unpack:

• How shifting rainfall patterns are affecting rubber-producing regions

• Why El Niño typically leads to weaker latex yields over time

• The lagged impact of drought on rubber production cycles

• What rising temperatures and below-normal rainfall could mean for the rest of 2026

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Listen to the full conversation and access Vinod's Insight here: skr.ma/aWd8j

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

Recent growth at ASICS has been strong, but much of it has been driven by tourism rather than domestic demand.

Michael Causton joins Pranav Rao to unpack:

• Why tourist spending especially for Onitsuka Tiger has driven recent growth in Japan

• The structural challenges in ASICS' traditional wholesale model

• Risks from shifting tourism trends and geopolitical factors

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Listen to the full conversation and access Michael's Insight here: skr.ma/ALnCU

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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

Osbert Tang joins Pranav Rao to unpack:

• Why SITC continues to outperform OOIL on profitability and returns

• How intra-Asia trade strength is supporting SITC's growth

• The impact of China–US trade softness on OOIL

• How oil prices and Middle East developments could shift the balance

Like what you heard? Share this episode and follow us for more Smart Calls.

Access Osbert's Insight here: skr.ma/I8n7M

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

A new logistics-focused REIT is preparing to list in Singapore, with a portfolio of high-spec industrial and business space assets across Asia.

Arun George joins Pranav Rao to break down the upcoming IPO of UI Boustead REIT:

• The portfolio of 23 logistics and industrial assets across Singapore and Japan

• Strategic tenants including Razer, GSK and Rolls-Royce

• Why its lease profile and yield could appeal to investors

• Key risks around occupancy levels and Japan exposure

Like what you heard? Share this episode and follow us for more Smart Calls.

Read the full Insight - skr.ma/dK4eZ

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

With its AGM approaching, investors are watching closely for signals that could pave the way for an ADR listing at SK hynix.

Sanghyun Park joins Pranav Rao to break down what to watch at the upcoming meeting:

• The key AGM agenda items that could enable an ADR listing

• How capital reserve reductions and buybacks may support the move

• Why management may prefer existing shares over new issuance

• How a US listing could help close the valuation gap with peers

Like what you heard? Share this episode and follow us for more Smart Calls.

🎧 Listen to the full conversation and access Sanghyun's Insight here: skr.ma/x8lIU

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

Smart Calls with Smartkarma | Tracking Global Uranium Momentum

As AI-driven power demand accelerates, nuclear energy is back in focus, pushing uranium stocks sharply higher and driving record inflows into the Global X Uranium ETF (URA).

Brian Freitas joins Pranav Rao to unpack:

• Why AI is reshaping the uranium demand story

• How URA's index construction drives stock-level flows

• Key rebalance dates investors should watch

• Which stocks may see significant inflows and outflows

Like what you heard? Share this episode and follow us for more Smart Calls.

Read the full Insight - on.skr.ma/4k0RsXq

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

Smart Calls with Smartkarma | The Medline IPO: Big Scale, Big Risks

Medline, one of the largest suppliers of everyday medical and surgical essentials is heading for what could be the biggest US IPO of 2025, with a potential $5.4B raise and heavyweight cornerstone investors on board.

Jeff Zell joins Pranav Rao to break down:

• What makes Medline a "backbone" player in US healthcare

• Key details of the IPO structure and cornerstone participants

• Why size, leverage, and timing create real risks

• The challenges of pricing a deal with 49 underwriters

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Read the full Insight - https://skr.ma/C7S7k

IPO Boutique - https://on.skr.ma/44ETWnZ

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

Smart Calls with Smartkarma | The Hidden Math That Challenges Fujikura’s Boom

Fujikura’s valuation has soared more than fourfold, but is the market overlooking a structural decline in cable demand?

Michael Allen joins Pranav Rao to break down:

• Why Fujikura’s EBITDA multiple expanded so sharply

• Why rising cable lengths won’t offset demand compression

• The psychology driving extreme AI-linked valuations

Like what you heard? Share this episode and follow us for more Smart Calls.

Read the full Insight - https://skr.ma/K9VoF

Michael Allen - https://on.skr.ma/4ioddzz

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

Smart Calls with Smartkarma | ASEAN Trade & Turbulence: Resilience, Deals & Monetary Strength

ASEAN is splitting into two paths — with Vietnam, Singapore, and Malaysia standing out as the likely winners.

Manu Bhaskaran joins Pranav Rao to unpack:

• Why ASEAN trade has stagnated

• How CPTPP gives members a competitive edge

• The role of RCEP in regional trade flows

• Why central bank credibility will be critical amid global turbulence

Like what you heard? Share this episode and follow us for more Smart Calls.

Read the full Insight - https://skr.ma/68g95

Manu Bhaskaran - http://on.skr.ma/4q8MPgH

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

Smart Calls with Smartkarma | CEO Shake-Up Sends Temenos Shares Sliding

Temenos shares fell ~16% following the sudden departure of CEO Jean‑Pierre Brulard, just 16 months into the role.

Gregory Ramirez joins Pranav Rao on this Smart Call to unpack:

• What triggered the leadership change

• Whether Temenos has a structural succession issue

• If the board is acting decisively enough this time

• What KPIs to track as the company pushes forward on its strategic plan to 2028

Like what you heard? Share this episode and follow us for more Smart Calls.

Read the full Insight - https://skr.ma/VkogW

Gregory Ramirez - http://on.skr.ma/4ghKGus

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.