Indonesia Political Risk Analyst

Kevin O’Rourke

Reformasi

Thematic (Sector/Industry)

Information Minister Rudiantara handled questions about data centers, nationwide connectivity and restrictions on content providers in an address to the Jakarta Foreign Correspondents Club (JFCC) on 24 July. Rudiantara entered the cabinet in 2014 after a career as a senior executive in the Rajawali Group and stints on the boards of several state enterprises.  As information minister his role pertains to developing infrastructure, attracting investment, regulating the 'New Economy' and grappling…

Information Minister Rudiantara handled questions about data centers, nationwide connectivity and restrictions on content providers in an address to the Jakarta Foreign Correspondents Club (JFCC) on 24 July. Rudiantara entered the cabinet in 2014 after a career as a senior executive in the Rajawali Group and stints on the boards of several state enterprises.  As information minister his role pertains to developing infrastructure, attracting investment, regulating the 'New Economy' and grappling…

Indonesia's Digital Economy - Notes & Transcribed JFCC Address by Information Minister Rudiantara

Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

Event-Driven

We view <a href="https://www.smartkarma.com/entities/708" target="_blank" data-smartkarma-citation="entities:708:1">Nine Entertainment Co Holdings (NEC AU)</a>'s merger proposal as a positive for shareholders of <a href="https://www.smartkarma.com/entities/8996" target="_blank" data-smartkarma-citation="entities:8996:1">Fairfax Media (FXJ AU)</a>. Based on the latest closing prices, the deal values no-moat-rated Fairfax at AUD 0.84 per share comprising 0.3627 Nine shares (at AUD 2.26) and AUD 0.025 cash. This is 20% above our AUD 0.70 fair value estimate for Fairfax, so little wonder the board will unanimously recommend the proposal to shareholders.The consideration is generous, struck on a forward EBITDA multiple of…

We view Nine Entertainment Co Holdings (NEC AU)'s merger proposal as a positive for shareholders of Fairfax Media (FXJ AU). Based on the latest closing prices, the deal values no-moat-rated Fairfax at AUD 0.84 per share comprising 0.3627 Nine shares (at AUD 2.26) and AUD 0.025 cash. This is 20% above our AUD 0.70 fair value estimate for Fairfax, so little wonder the board will unanimously recommend the proposal to shareholders.The consideration is generous, struck on a forward EBITDA multiple of…

Actionable Insights, Assured Alpha, ANTYA Investments

ANTYA Investments

Actionable Insights, Assured Alpha

Investing That Empowers You

ANTYA Investments Inc., regulated by the Ontario Securities Commission, is registered to provide wealth management services in Canada. ANTYA manages institutional, and high net-worth client portfolios on a discretionary basis. Our investment philosophy embraces a Core-Satellite approach.  The core of the portfolio is chosen from a group of fifteen asset classes. A few stock specific asymmetrical investment opportunities comprise the satellite segment. ANTYA invests only in global, large capitalization, and investment grade companies.  

With the acquisition of CA Technologies, <a href="https://www.smartkarma.com/entities/999" target="_blank" data-smartkarma-citation="entities:999:1">Broadcom Corp Cl A (BRCM US)</a> is sending a signal that the smartphone business has peaked. It also highlights the challenge associated with finding the next leg of the Company's growth story, which in our view, met its end at the hands of CFIUS.

With the acquisition of CA Technologies, Broadcom Corp Cl A (BRCM US) is sending a signal that the smartphone business has peaked. It also highlights the challenge associated with finding the next leg of the Company's growth story, which in our view, met its end at the hands of CFIUS. 

Broadcom Limited – From Leading Edge to Over the Edge. Multiple Compression Forthcoming!

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform using the Discovery Tool.  See the attached report for a complete list of our recommendations from this list.

Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform using the Discovery Tool.  See the attached report for a complete list of our recommendations from this list.

Equity Bottom-Up

For bulls like us <a href="https://www.smartkarma.com/entities/20279" target="_blank" data-smartkarma-citation="entities:20279:1">Tesla Motors Inc.'s (TSLA US)</a> announcement of meeting production goals is good news.  Bears need to find a way out of the mess they find themselves in. Tesla has a market capitalisation of only $60 billion or thereabouts. Facebook, Amazon, Apple, Microsoft, Netflix , Alphabet, Alibaba, Tencent are all worth a lot more. Tesla will be a worthy addition to that walk of fame in a couple of years.

For bulls like us Tesla Motors Inc.'s (TSLA US) announcement of meeting production goals is good news.  Bears need to find a way out of the mess they find themselves in. Tesla has a market capitalisation of only $60 billion or thereabouts. Facebook, Amazon, Apple, Microsoft, Netflix , Alphabet, Alibaba, Tencent are all worth a lot more. Tesla will be a worthy addition to that walk of fame in a couple of years.

Tesla Inc. – Shorting the Shorts – Next Stop $500/Share in 3 Months

United States

Meta Platforms Inc. operates as a social technology company. The Company builds applications and technologies that help people connect, find communities, and grow businesses. meta Platform is also involved in advertisements, augmented and virtual reality.

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Meta Platforms (Facebook) (META US)

Indonesia's Digital Economy - Notes & Transcribed JFCC Address by Information Minister Rudiantara

Information Minister Rudiantara handled questions about data centers, nationwide connectivity and restrictions on content providers in an address...

Kevin O’Rourke

Fairfax on Cloud Nine

We view Nine Entertainment Co Holdings (NEC AU)'s merger proposal as a positive for shareholders of Fairfax Media (FXJ AU). Based on the latest...

Morningstar, Inc.

Broadcom Limited – From Leading Edge to Over the Edge. Multiple Compression Forthcoming!

With the acquisition of CA Technologies, Broadcom Corp Cl A (BRCM US) is sending a signal that the smartphone business has peaked. It also...

ANTYA Investments

Popular Stocks, Attractive Charts

Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...

Vermilion Research

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Indonesia's Digital Economy - Notes & Transcribed JFCC Address by Information Minister Rudiantara

Information Minister Rudiantara handled questions about data centers, nationwide connectivity and restrictions on content providers in an address...

Kevin O’Rourke

Fairfax on Cloud Nine

We view Nine Entertainment Co Holdings (NEC AU)'s merger proposal as a positive for shareholders of Fairfax Media (FXJ AU). Based on the latest...

Morningstar, Inc.

Broadcom Limited – From Leading Edge to Over the Edge. Multiple Compression Forthcoming!

With the acquisition of CA Technologies, Broadcom Corp Cl A (BRCM US) is sending a signal that the smartphone business has peaked. It also...

ANTYA Investments

Popular Stocks, Attractive Charts

Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...

Vermilion Research

Tesla Inc. – Shorting the Shorts – Next Stop $500/Share in 3 Months

For bulls like us Tesla Motors Inc.'s (TSLA US) announcement of meeting production goals is good news. Bears need to find a way out of the mess...

ANTYA Investments