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Unpaywalled by Smartkarma - Issue #4

Unpaywalled by Smartkarma
Unpaywalled by Smartkarma - Issue #4
By Smartkarma • Issue #4 • View online
A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network.

01 INSIGHTS
Trending, unpaywalled analysis
Fixed-income strategist Gautam Jain provides a performance update on his trade recommendations, along with a discussion on open trades.
02 ORIGINALS
Exclusive, in-depth analysis commissioned by Smartkarma
In this original, we provide an overview and analysis of the top 10 private consumer finance companies in APAC with a total equity value of more than US$1bn and considering IPO in the next 1-2 years.
In the first of this three-part SK Originals series, we discuss how China’s Company Accounting Standard No. 14 - Revenue (“CAS No. 14”)‘s application and consequent changes in accounting policy could result in material changes to the revenue recognition policy of companies such as Venustech Group Inc A (002439 CH).
In this original, we discuss the value chain, costs of production and global demand and supply conditions in the tea and coffee markets. Additionally, we look at the emerging trends and the unit cost dynamics within tea/coffee chains in Asia, focusing on the three biggest tea/coffee markets in the region (China, Japan and South Korea).
03 EVENTS
RSVP to join upcoming events. Subscribe for recordings
On 26 January 2022, join our Webinar where Pyari Menon demonstrates how to find stock ideas by data mining technical publications like patents and research papers.
On 25 January 2022, join our Corporate Webinar with the CEO and CFO of Don Agro International, speaking to Nicolas Van Broekhoven about the company and answering audience questions.
04 TWEETS
The most interesting tweets of the week
Ivan Maljkovic
Bain’s China Luxury Report 2021

• China is on track to become the largest luxury goods market by 2025 - regardless of future international travel patterns
• Online luxury sales are growing faster than offline - at 56 and 30 percent, respectively

https://t.co/oNbN5ii0HR https://t.co/bBRBrRujSH
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A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network

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