Unpaywalled by Smartkarma - Issue #19

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

Trending, unpaywalled analysis

Toyota is dead money until they provide a huge beat. Earnings call raised more questions than management was willing to answer. Quite surprisingly negative.

There appears to be less geopolitical risk with Singapore’s banks than some other large global banks. Singapore’s banks can better benefit from rising rates and high oil prices, more so than peers.

Management at Canoo warned investors that it might not have enough cash to ramp up operations and make it to the start of production. Canoo isn’t the only one who has issued a going concern warning over the last few months.

Exclusive, in-depth analysis commissioned by Smartkarma

We identify Anta Sports, Bosideng and Haier Smart Home as the beneficiaries of rising nationalistic trend of China’s consumer discretionary sector and provide deep-dives into their investment merits.

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