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Revisit high-impact macro Insights that drew engagement from our network this time last year.
Our Insight Providers have kindly agreed to remove the paywall on these Insights, so you can read them in full and uncover how their theses played out. 👇🏻
Indonesia Economics: Can We Trust Indonesia's GDP Statistics?
Indonesia's excessively smooth GDP growth raises questions about whether it accurately reflects on-the-ground economic conditions.
— Manu Bhaskaran
on.skr.ma/4iryOaM
Discover more Unpaywalled Insights on Smartkarma: on.skr.ma/3NdcnY1
🧵Smartkarma #TMT #threadoftheday
SK Hynix 3Q 2026 Earnings Preview
— Douglas Kim
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$000660.KS
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SK Hynix's higher share price (up nearly 10% in the past week) is probably reflecting renewed positive sentiment post announcement SK Hynix will not pursue a NASDAQ listing of Solidigm.
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🧵Smartkarma #bottomup #threadoftheday
SK Hynix 3Q 2026 Earnings Preview
— Douglas Kim
--
$000660.KS
1/
SK Hynix's higher share price (up nearly 10% in the past week) is probably reflecting renewed positive sentiment post announcement SK Hynix will not pursue a NASDAQ listing of Solidigm.
4/
🧵Smartkarma #eventdriven #threadoftheday
Ingenia (INA AU): AVID Steps Up. Warburg Will Counter/Match. Peet Is A Buy
— David Blennerhassett
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$INA.AU
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As with Warburg's NBIO, AVID's terms are conditional on Ingenia ditching its Peet Ltd (PPC AU) Scheme. That Offer looks toast. Right here, Peet is attractive.
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