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Unpaywalled by Smartkarma - Issue #13

Unpaywalled by Smartkarma
Unpaywalled by Smartkarma - Issue #13
By Smartkarma • Issue #13 • View online
A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network.

01 ORIGINALS
Exclusive, in-depth analysis commissioned by Smartkarma
In this Original, we have provided an analysis of why we believe APAC healthcare sector is poised for stellar growth in long-term, mainly driven by its favorable demographics.
02 EVENTS
RSVP to join upcoming events. Subscribe for recordings
On 12 April, at 5pm SGT, join our Corporate Webinar featuring Southern Alliance Mining CFO Lim Wei Hung, speaking to Angus Mackintosh about the Malaysia-based iron ore producer.
03 TWEETS
Top tweets of the week
Smartkarma Research Network
COMBINED ENTITY ASSET PORTFOLIO MIX

HDFC Bank has a market cap of US$110bn, while HDFC Limited has a market cap of US$58.5bn.

The combined entity will have a market cap of over US$170bn. https://t.co/nwJiVuLD4r
David Ingles
U.S. treasuries getting tossed out the window in Asia Wednesday. Take a look at that curve too, parity/inverted https://t.co/vUUAugdEsZ
Smartkarma Research Network
Energy remains atop @VtrResearch rankings, and it is hard to see it being anywhere else in the coming weeks.

Refining stocks are breaking out; actionable names include:

* Marathon Petroleum $MPC.US
* Valero Energy $VLO.US
* PBF Energy $PBF.US
* CVR Energy $CVI.US

~~ https://t.co/rFd91X9f8J https://t.co/sQ0ZkyM0Rj
Smartkarma Research Network
Rates from Asia-N. Europe have declined 17% since the end of January. The COVID outbreaks in China have not stopped that trend with prices falling 6% since the start of the lockdown to $12,564/FEU, its lowest level since July. https://t.co/IEkrvsERCn
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Smartkarma

A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network

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