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.
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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.
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03 EVENTS
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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.
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04 TWEETS
Top tweets of the week