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Unpaywalled by Smartkarma - Issue #16

Unpaywalled by Smartkarma
Unpaywalled by Smartkarma - Issue #16
By Smartkarma • Issue #16 • View online
A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network.

01 INSIGHTS
Trending, unpaywalled analysis
Tesla’s Q1 results blow away estimates due to one-off booking of regulatory credits & lower SG&A; CFO warns of headwinds in Q2.
The relaxing of restrictions by Hong Kong makes Taste Gourmet Group Ltd (8371 HK) a great reopening play, trading at 8.8x FY22e/5.6x FY23e PE and a dividend yield of 6.7%/11.4%  (29% Mkt cap cash).
Pine Labs is a leading merchant commerce platform. It provides a merchant platform and software for point of sales machines. It was last valued at US$5bn and is looking to list in the US.
02 ORIGINALS
Exclusive, in-depth analysis commissioned by Smartkarma
Rakuten Bank (RB) is the largest internet bank in Japan, by number of accounts. It is a part of the Rakuten Group. Rakuten said in Sep 21 that it would list the bank within a year’s time.
GoTo, is an Indonesian holding company, was formed in May 2021 as a result of a merger between Gojek, leading player in ride hailing, and Tokopedia, leading e-commerce player.
03 EVENTS
RSVP to join upcoming events. Subscribe for recordings
Today, 5pm SGT, join our webinar with Analyst Gautam Jain, who will outline his view on the US dollar and its implications for EM currencies.
On 10 May, 5pm SGT, join our Corporate Webinar with UOB Vice President, Investor Relations, Soh Yi Da. After a presentation, the IR team will engage in a fireside chat with Analyst Daniel Tabbush.
04 TWEETS
Top tweets of the week
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A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network

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