Unpaywalled by Smartkarma - Issue #14

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Unpaywalled by Smartkarma
Unpaywalled by Smartkarma - Issue #14
By Smartkarma • Issue #14 • View online
A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network.

01 INSIGHTS
Trending, unpaywalled analysis
The relaxing of restrictions by Hong Kong makes Taste Gourmet Group Ltd (8371 HK), which has executed well despite a challenging environment, a great reopening play.
Indonesia’s leading steel pipe company PT SPINDO published FY21 results earlier this week, crystallizing a year of record profitability with EBITDA doubling and NPAT increasing 2.8x.
JD.com (9618 HK) denotes formidable resistance  at 260 that will induce a downside re test toward the low zone that sets the stage for a rally into year-end.
02 ORIGINALS
Exclusive, in-depth analysis commissioned by Smartkarma
In this Original, Sumeet Singh goes deep into Byju, the largest edtech company in India, offering both online and offline courses. It’s last funding round was said to have been done at US$21bn valuation.
03 EVENTS
RSVP to join upcoming events. Subscribe for recordings
On 27 April, 5pm SGT, join our webinar with Analyst Gautam Jain, who will outline his view on the US dollar and its implications for EM currencies.
04 TWEETS
Top tweets of the week
Smartkarma Research Network
Most of the largest IPOs have been unprofitable. And so:

"Employees paid in stock options may find their “golden handcuffs” are made of pyrite" - great chart and quote by @IPOtweet https://t.co/o5TJb7MMOS
Smartkarma Research Network
COMMODITY ETF FLOWS

Nothing like price to change sentiment - @hmeisler https://t.co/wF50NM8SPT
Smartkarma Research Network
EM contagion risk: short term external debt as a percentage of FX reserves. Chart courtesy @Schroders

Far right = Safe https://t.co/UFjfySv3tY
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A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network

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