Smart Calls with Smartkarma

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.

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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.

Smart Calls with Smartkarma | Japanese Mid-Cap Banks: Interest Rate Winners

Steeper yield curve. Stronger net interest income. Cleaner balance sheets. Which Japanese banks stand to gain the most?

Pranav Rao speaks with Victor Galliano, who shares his bullish view on mid-cap Japanese banks and his top pick: Iyogin Holdings (5830 JP).

• 60%+ of market cap in cross-shareholdings, potential for shareholder returns

• 60% of loan book on floating rates, high gearing to rising interest rates

• Attractive valuations and low NPL ratio

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Read the Insight - https://skr.ma/3rXHJ

Victor Galliano - http://on.skr.ma/4lpfqKK

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.

What’s driving the Ringgit’s weakness despite current account surpluses? And can reforms help stabilize it?

Pranav Rao speaks with Chan Kok Peng, who highlights key factors behind the Ringgit’s decline:

• Aggressive currency interventions signaling fundamental weakness

• Dwindling structural support from the current account

• Rising domestic shift to foreign currency deposits

Plus, a look at potential long-term reforms to support Malaysia’s balance of payments.

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Read the full free Insight - http://on.skr.ma/3J9BfAP

Chan Kok Peng - http://on.skr.ma/3Umvq5i

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 | Mid Cap Momentum: Picking Winners in India’s Equity Market

29.4% return. 90% hit rate. What’s the framework behind it?

Pranav Rao speaks with Dr. Manishi Raychaudhuri, who shares his three-pronged quant screen for identifying high-conviction mid-caps:

• Future earnings CAGR >10%

• PEG < 1.3

• Upgraded earnings + consensus buys

Thematic overlays (industrials, financials, healthcare) helped drive alpha—and reduce noise.

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Read the full Insight - http://on.skr.ma/4fhK47B

Dr. Manishi Raychaudhuri - http://on.skr.ma/454sUHf

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 | Asian Terminals Unpacked: Growth Drivers and Market Outlook

Consistent volume growth. Recent double-digit tariff hikes. A stable duopoly with International Container Terminal Services, Inc. (ICTSI).

Despite this, Asian Terminals (ATI PM) trades at just 9x PE—with expectations of 30% earnings growth and a 7% dividend yield in FY25.

Pranav Rao speaks with Insight Provider Sameer Taneja to unpack:

• Price hikes at Manila South Harbor and Batangas Port

• Margin expansion and policy tailwinds

• Why the market may be mispricing ATI

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Read the full Insight - https://skr.ma/oH8fD

Sameer Taneja - http://on.skr.ma/4m2aqMY

Asian Terminals - http://on.skr.ma/44TZkUN

International Container Terminal Services, Inc. - http://on.skr.ma/4kYISHr

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 | Henlius Biotech (2696 HK): Profitability, Global Momentum, and Pipeline Strength

Henlius is among the few Chinese biopharma firms to turn profitable—with solid fundamentals, expanding global approvals (incl. EU & Southeast Asia), and an active late-stage pipeline.

Pranav Rao speaks with Criss Wang to explore the long-term upside potential (~20–50%), key risks like biosimilar VBP, and what investors should watch as sentiment drives sector rallies.

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Read Criss’s full Insight - https://skr.ma/fUAck

Criss Wang - http://on.skr.ma/4lZWC5A

Henlius Biotech - http://on.skr.ma/3IUTCJo

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.

Bright Smart Securities: Innovation, Ownership, and What's Next

With Ant Financial set to acquire a majority stake in Bright Smart (1428 HK), the Hong Kong brokerage could see a step-change in digital reach, operational strategy, and access to mainland capital flows.

In this Smart Call, Osbert Tang breaks down:

• What makes Bright Smart's model unique—from mobile trading to weekend branch access

• How the Ant deal could unlock tech synergies via ties to Alipay

• Why virtual asset trading and stablecoin licensing could reshape HK's brokerage landscape

Watch now for key insights on a mid-sized broker making bold moves in a shifting market.

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Osbert Tang - http://on.skr.ma/3IGP4Xi

Bright Smart Securities - http://on.skr.ma/4m6E3N6

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 | TFS IPO: Strong Margins. Hidden Risks.

Travel Food Services Limited (TFS) operates QSRs and lounges at India’s busiest airports, reporting high margins and ROEs of 30–35%. But behind the numbers lie structural concerns.

Pranav Rao speaks with Insight Provider Himanshu Dugar to unpack:

• TFS’s dominant footprint in India’s airport F&B and lounge segments

• How its ROEs stack up against other listed QSR players

• Increasing airport operator control via joint ventures

• Risks from changes in credit card-linked lounge access

• Why FY26 growth could be impacted despite current scale

• Expansion plans across Asia through SSP Group partnerships

Strong financials but limited control and shifting revenue models may challenge long-term visibility.

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Himanshu Dugar - http://on.skr.ma/3IJJ6ol

Disclaimer: This content is for informational purposes only and does not constitute investment advice.