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Unpaywalled by Smartkarma - Issue #17

Unpaywalled by Smartkarma
Unpaywalled by Smartkarma - Issue #17
By Smartkarma • Issue #17 • View online
A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network.

Trending, unpaywalled analysis
Tesla Q1 earnings come out tomorrow and this is a best estimate of what the numbers will be and what the stock reaction might be to the earnings call.
Exclusive, in-depth analysis commissioned by Smartkarma
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.
Bytedance doesn’t need a whole lot of introduction as it runs one of the most popular global apps, TikTok, and one of the largest domestic apps in China, Douyin.
Carousell is a Singapore based platform serving the C2C and B2C marketplace for purchase and resale of second hand goods.
RSVP to join upcoming events. Subscribe for recordings
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.
On 11 May, 5 pm SGT, we welcome Analyst Ankit Agrawal, CFA, who will share and elaborate on three high-conviction ideas from the Indian market, across sectors and market caps.
On 18 May, 5pm SGT, we welcome Analyst Hemindra Hazari, who will outline his views on recent corporate governance developments in Indian financial institutions, separating the narrative from the reality on the ground.
Top tweets of the week
Smartkarma Research Network
HK reopening - yup; we stick to the plan. Probably still the best risk reward trade…
Eurozone PPI just hit an all-time high at 36.8% YoY.

8th consecutive all-time high, previous print was 31.5%.
Smartkarma Research Network
* EA inflation reached new highs in April of 7.5%

* Intense core pressures offset energy price declines

* The Q2 inflation outlook has eased with energy price declines, but it is still on track to beat the ECB’s forecast by ~2%

* A hike is still expected in September
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A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network

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