EPISODE · Jul 22, 2025 · 5 MIN
Svenska Handelsbanken: Arbitraging Brought to Book
from Smart Calls with Smartkarma · host Smartkarma
Smart Calls with Smartkarma is back — and we’re relaunching with a market anomaly hiding in plain sight.This week’s call:Svenska Handelsbanken: Arbitraging Brought to BookThe high-conviction idea?SHB B shares trade at a ~55% premium to SHB A — despite lower voting rights, lower liquidity, and no index inclusion.This extreme and statistically unjustified gap is now over +2 standard deviations from the historical mean.In just 5 minutes, get the full picture: • The dislocation • The trade setup • What could go right — and wrongLong A, Short B — a rare shot at relative value in a blue-chip Nordic bank.Hear directly from Pranav Rao and Jesus Rodriguez Aguilar as they break it down in this Smart Call.Like what you heard? Share this episode and follow us for more Smart Calls.Jesus Rodriguez Aguilar - http://on.skr.ma/4m5cFiDThis 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 this episode covers
Smart Calls with Smartkarma is back — and we’re relaunching with a market anomaly hiding in plain sight.This week’s call:Svenska Handelsbanken: Arbitraging Brought to BookThe high-conviction idea?SHB B shares trade at a ~55% premium to SHB A — despite lower voting rights, lower liquidity, and no index inclusion.This extreme and statistically unjustified gap is now over +2 standard deviations from the historical mean.In just 5 minutes, get the full picture: • The dislocation • The trade setup • What could go right — and wrongLong A, Short B — a rare shot at relative value in a blue-chip Nordic bank.Hear directly from Pranav Rao and Jesus Rodriguez Aguilar as they break it down in this Smart Call.Like what you heard? Share this episode and follow us for more Smart Calls.Jesus Rodriguez Aguilar - http://on.skr.ma/4m5cFiDThis 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.
NOW PLAYING
Svenska Handelsbanken: Arbitraging Brought to Book
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m