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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.

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.
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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.
Top tweets of the week
Smartkarma Research Network

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.
David Ingles
U.S. treasuries getting tossed out the window in Asia Wednesday. Take a look at that curve too, parity/inverted
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

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

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