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

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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

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🎧 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

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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

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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

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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

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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.

Smart Calls with Smartkarma | Newborn Town (9911 HK): China’s Global Social App Exporter

Newborn Town is building an “App Factory” of export-only social and dating platforms—live streaming, voice chat, casual games—targeting the Middle East, Southeast Asia, and North America. Despite ~30–35% revenue growth and ~16% net margins, it trades at just 0.4x PEG compared to 0.8–1x peers.

Pranav Rao speaks with Raj S to unpack:

• Global expansion across digital verticals

• AI-driven operating leverage

• Valuation gap and re-rating thesis

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Read the full Insight - http://on.skr.ma/4lUV9wW

Raj S - http://on.skr.ma/4mJ6O3i

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 | Dongfeng Motor Privatization: Key Risks, Valuations & Timeline

Privatization premium. EV spin-off. What does the Dongfeng Motor (489HK) deal mean for investors?

Pranav Rao speaks with Arun George to unpack the offer structure, valuation upside, and key risks

• Strategic move to align with China’s auto sector consolidation

• Timeline stretches to 2026 with regulatory approvals and shareholder vote

Unpack what arbitrageurs need to know on the deal.

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Read the Insight - https://skr.ma/nFjNC

Arun George - http://on.skr.ma/45GirSC

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 | Kalyan Jewellers Under the Lens

Franchise expansion. Capital redeployment. What’s really behind Kalyan Jewellers’ growth strategy?

Pranav Rao speaks with Pranav Bhavsar, who flags key investor watchpoints from the latest earnings call

• Pause in debt reduction to free up real estate collateral

• Faster supplier payments without clear ROC impact

• Franchise model delivering lower margins vs peers

With the AGM approaching, investors have a prime chance to press management on their capital allocation decisions.

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

Read the Insight - https://on.skr.ma/4fBovPi

Pranav Bhavsar - https://on.skr.ma/4mLGg12

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.