Unpaywalled by Smartkarma

By Smartkarma

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

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

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26

issues

#26・

Unpaywalled by Smartkarma - Issue #26

01 INSIGHTSTrending, unpaywalled analysis1. Green Banking in ASEAN: An Assessment of ASEAN Banks' Sustainable Finance PoliciesASEAN needs billions (probably trillions) in climate finance, and ASEAN banks are poised to play a vital role. This is an assessment …

#25・

Unpaywalled by Smartkarma - Issue #25

01 INSIGHTSTrending, unpaywalled analysis1. Fixing the Supply ChainHigh turnover in logistics and warehousing departments. Inventories increasing. Join the subSPAC team as they take a shot at fixing the supply chain. 2. Reading On-Chain DataHow does one begin…

#24・

Unpaywalled by Smartkarma - Issue #24

01 INSIGHTSTrending, unpaywalled analysis1. Race to SurvivalElectric Vehicle Startup Lucid Motors, the poster child for the SPAC Boom in 2021, has seen its valuation plummet. Some experts claim it go under unless it cuts back spending and reprices its vehicle…

#23・

Unpaywalled by Smartkarma - Issue #23

01 INSIGHTSTrending, unpaywalled analysis1. China’s Evolving EV IndustryWith attractive long term prospects but a short term clouded by raw material prices investors should focus on a barbell approach to EVs examining the high performance and low cost segment…

#22・

Unpaywalled by Smartkarma - Issue #22

01 INSIGHTSTrending, unpaywalled analysis1. Market Domination + Under-Penetration = Our Favorite Growth ScenarioWe present three examples from our portfolio here to demonstrate our preference to invest in growth stories built upon absolute market leadership a…

#21・

Unpaywalled by Smartkarma - Issue #21

01 INSIGHTSTrending, unpaywalled analysis1. Faraday Future (FFIE) Fails to File Q1 Results; Changes Tone on 1st Model Launch TimingFaraday has rallied 66% on short covering. The EV start-up has 3 quarters of cash left & stated it needs financing worth 2x …

#20・

Unpaywalled by Smartkarma - Issue #20

01 INSIGHTSTrending, unpaywalled analysis1. Faraday Future (FFIE)--Hanging by a Thread With 3 Months of Cash LeftEV start-up Faraday Future released their delayed Q1 2022 results & had some hair-raising disclosures on their first-ever earnings call. Farad…

#19・

Unpaywalled by Smartkarma - Issue #19

01 INSIGHTSTrending, unpaywalled analysis1. Toyota Guides for a 22% Profit Drop--Tough to Buy This Dip For NowToyota is dead money until they provide a huge beat. Earnings call raised more questions than management was willing to answer. Quite surprisingly ne…

#18・

Unpaywalled by Smartkarma - Issue #18

01 INSIGHTSTrending, unpaywalled analysis1. Bulls & Bears: Near-Term and Short-Term View on Oil PricesChina's Covid curbs seem to be almost the only major challenge to the Ukraine war-driven upward thrust in crude prices. We derive the net result of the a…

#17・

Unpaywalled by Smartkarma - Issue #17

01 INSIGHTSTrending, unpaywalled analysis1. Tesla Q1 Preview: 15% Beat at Best, But Margins & Guidance May DisappointTesla 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 ea…

#16・

Unpaywalled by Smartkarma - Issue #16

01 INSIGHTSTrending, unpaywalled analysis1. Tesla Q1 Results: Strong Beat But Cautious OutlookTesla's Q1 results blow away estimates due to one-off booking of regulatory credits & lower SG&A; CFO warns of headwinds in Q2.2. Taste Gourmet: Multibagger …

#15・

Unpaywalled by Smartkarma - Issue #15

01 INSIGHTSTrending, unpaywalled analysis1. India EV Sector: Electric 2-Wheelers Are the Early Riders - Know the What, Why & WhoA quick primer on India's rapidly growing electric two wheeler (scooters) segment including factors driving accelerated growth …

#14・

Unpaywalled by Smartkarma - Issue #14

01 INSIGHTSTrending, unpaywalled analysis1. Taste Gourmet: Multibagger Reopening PlayThe 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.2. PT Ste…

#13・

Unpaywalled by Smartkarma - Issue #13

01 ORIGINALSExclusive, in-depth analysis commissioned by Smartkarma1. APAC Healthcare Series - Top Picks Are Poised for Multi-Year GrowthIn this Original, we have provided an analysis of why we believe APAC healthcare sector is poised for stellar growth in lo…

#12・

Unpaywalled by Smartkarma - Issue #12

01 INSIGHTSTrending, unpaywalled analysis1. Tobila Systems: The Monopoly that You Probably Never Heard Of (Even as Its Customer)Emotional Mr. Market seems to be offering investors a precious opportunity to accumulate “partial ownerships” in this high-quality …

#11・

Unpaywalled by Smartkarma - Issue #11

—01 INSIGHTSTrending, unpaywalled analysis1. Vanda Insights Bulls & Bears: Near- And Short-Term View on Oil PricesAt $108/barrel, Brent has shed about $20 of peak Ukraine risk premium. But it could lose another $18 if Russia-Ukraine talks produce a breakt…

#10・

Unpaywalled by Smartkarma - Issue #10

—01 EVENTSRSVP to join upcoming events. Subscribe for recordings1. Smartkarma Webinar | Will Central Banks Bail Out the World Again?On 17 March, 5pm SGT, we welcome Michael J. Howell, who will look at the devastating implications of higher oil prices and Chin…

#9・

Unpaywalled by Smartkarma - Issue #9

—01 INSIGHTSTrending, unpaywalled analysis1. Alpha Bites: Performance Summary of Trade Recommendations in FX and Rates – March 2022I provide a performance update of all my trade recommendations along with discussing the open trades. I have closed 25 of the 35…

#8・

Unpaywalled by Smartkarma - Issue #8

—01 INSIGHTSTrending, unpaywalled analysis1. Russia: Overweight Risk as Ukraine Tensions RiseThe Copley Fund Research team highlights the risks to Russia positioning, drawing parallels to 2014's annexation of Crimea. —02 ORIGINALSExclusive, in-depth analysis …

#7・

Unpaywalled by Smartkarma - Issue #7

—01 ORIGINALSExclusive, in-depth analysis commissioned by Smartkarma1. Pet Care Sector in Asia: Saga Has Just Started. Opportunities Galore.In this report, we analyse the data available on Pet ownership in Asia, predominantly China, and compare it with the US…