Global Emerging Market Equities, Propitious Research

Wium Malan, CFA

Global Emerging Market Equities

Independent, Fundamental Quantitative Research

Propitious Research

Fully independent, fundamental and quantitative equity research, focused on companies in the Telecommunication, Media, Technology, Internet and Healthcare sectors in the Global Emerging Markets. Idea generation focused on Quality stocks, trading below their intrinsic Value, with sound Corporate Governance.

Thematic (Sector/Industry)

<ul>
<li>The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.</li>
<li>
 Macro data points: China PMI data, South Korean exports, and consumer inflation.</li>
<li>
 Companies mentioned:<a href="https://www.smartkarma.com/entities/baidu-inc-a55ca720-5968-48f0-8194-ac94390d065c" target="_blank" data-smartkarma-citation="entities:32212:1" rel="noopener">Baidu (9888 HK)</a>, <a href="https://www.smartkarma.com/entities/tencent-holdings-ltd" target="_blank" data-smartkarma-citation="entities:26:1" rel="noopener">Tencent (700 HK)</a>, <a href="https://www.smartkarma.com/entities/sk-hynix-inc" target="_blank" data-smartkarma-citation="entities:16955:1" rel="noopener">SK Hynix (000660 KS)</a>
</li>
</ul>


The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.

 Macro data points: China PMI data, South Korean exports, and consumer inflation.

 Companies mentioned:Baidu (9888 HK), Tencent (700 HK), SK Hynix (000660 KS)



GEMWeekly (3 May 2024): China, South Korea Macro; Baidu, Tencent, SK Hynix

Founder, CEO, GSBR Research

Garvit Bhandari

Founder, CEO

Leading Provider of Equity and Investment Research

GSBR Research

We are an independent equity research provider focused on covering global markets. The aim of the research is to provide an unbiased view of the fundamentals of the company.

<ul>
<li>EV charging ports have been growing faster than any other fueling category and now account for around 88% of all alternative fueling stations.</li>
<li>There are a total of 68,077 public and private EV charging station locations in the US as of 30 April 2024.</li>
<li>Total EVSE charging ports were182,632, up 8.4% vs. 2023. In terms of providers, ChargePoint Network has the highest charging ports accounting for 36% of the total ports in the US.</li>
</ul>


EV charging ports have been growing faster than any other fueling category and now account for around 88% of all alternative fueling stations.
There are a total of 68,077 public and private EV charging station locations in the US as of 30 April 2024.
Total EVSE charging ports were182,632, up 8.4% vs. 2023. In terms of providers, ChargePoint Network has the highest charging ports accounting for 36% of the total ports in the US.


US EV Charging Infrastructure Tracker - April 2024

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

<ul>
<li>While we are not yet out of the woods, we continue to see evidence that suggests the lows may be "in" for this pullback.</li>
<li>Last week (4/23/24 Compass) we discussed the possibility that further downside was limited on the S&amp;P 500 due to a multitude of reasons</li>
<li>We view the latest pullback to 100-day MA on SPX as healthy/normal within the ongoing bull market. Pullbacks to the 100-day provided ideal entry points throughout the 2021 bull market</li>
</ul>


While we are not yet out of the woods, we continue to see evidence that suggests the lows may be "in" for this pullback.
Last week (4/23/24 Compass) we discussed the possibility that further downside was limited on the S&amp;P 500 due to a multitude of reasons
We view the latest pullback to 100-day MA on SPX as healthy/normal within the ongoing bull market. Pullbacks to the 100-day provided ideal entry points throughout the 2021 bull market


Are the Lows "In" For This Pullback?; Market Dynamics Remain Bullish; Key Supports Holding

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Overcapacity /Cover Story: How do the West’s concerns about China’s overcapacity stack up?</li><li>Tesla /: Four things to know about Tesla’s advanced self-driving tech in China</li><li>Stocks /: Overseas investment through China’s Stock Connect nearly doubles 2023’s total</li></ul>

Overcapacity /Cover Story: How do the West’s concerns about China’s overcapacity stack up?Tesla /: Four things to know about Tesla’s advanced self-driving tech in ChinaStocks /: Overseas investment through China’s Stock Connect nearly doubles 2023’s total

CX Daily: How Do the West’s Concerns About China’s Overcapacity Stack Up?

Overseas Chinese Equities, Aequitas Research

Ming Lu

Overseas Chinese Equities

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Bottom-Up

<ul>
<li>BYD’s revenue growth is lower than the estimate in our preview note.</li>
<li>However, the recovery of sales volume in March suggests a strong year.</li>
<li>We believe BYD will win the price war due to its homemade batteries.</li>
</ul>


BYD’s revenue growth is lower than the estimate in our preview note.
However, the recovery of sales volume in March suggests a strong year.
We believe BYD will win the price war due to its homemade batteries.


BYD (1211 HK): Low Growth in 1Q24, But March Sales and Homemade Batteries to Support a Strong Year

United States

Tesla Inc. operates as a multinational automotive and clean energy company. The Company designs and manufactures electric vehicles, battery energy storage from home to grid-scale, solar panels and solar roof tiles, and related products and services. Tesla owns its sales and service network and sells electric power train components to other automobile manufacturers.

Price Gauge
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Tesla (TSLA US)

GEMWeekly (3 May 2024): China, South Korea Macro; Baidu, Tencent, SK Hynix

The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...

Wium Malan, CFA

US EV Charging Infrastructure Tracker - April 2024

EV charging ports have been growing faster than any other fueling category and now account for around 88% of all alternative fueling stations in...

GSBR Research

Are the Lows "In" For This Pullback?; Market Dynamics Remain Bullish; Key Supports Holding

Are the Lows "In" for this Pullback?; Market Dynamics Remain Bullish (RS for defensives $XLP, $XLU, $XLV below October 2023 lows among many other...

Vermilion Research

CX Daily: How Do the West’s Concerns About China’s Overcapacity Stack Up?

Overcapacity /Cover Story: How do the West’s concerns about China’s overcapacity stack up? Tesla /: Four things to know about Tesla’s advanced...

Caixin Global

BYD (1211 HK): Low Growth in 1Q24, But March Sales and Homemade Batteries to Support a Strong Year

BYD’s revenue growth is low. However, The recovery of sales volume in March suggests a strong year. We believe BYD will win the price war due to...

Ming Lu

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

GEMWeekly (3 May 2024): China, South Korea Macro; Baidu, Tencent, SK Hynix

The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...

Wium Malan, CFA

US EV Charging Infrastructure Tracker - April 2024

​EV charging ports have been growing faster than any other fueling category and now account for around 88% of all alternative fueling stations in...

GSBR Research

Are the Lows "In" For This Pullback?; Market Dynamics Remain Bullish; Key Supports Holding

Are the Lows "In" for this Pullback?; Market Dynamics Remain Bullish (RS for defensives $XLP, $XLU, $XLV below October 2023 lows among many other...

Vermilion Research

CX Daily: How Do the West’s Concerns About China’s Overcapacity Stack Up?

Overcapacity /Cover Story: How do the West’s concerns about China’s overcapacity stack up? Tesla /: Four things to know about Tesla’s advanced...

Caixin Global

BYD (1211 HK): Low Growth in 1Q24, But March Sales and Homemade Batteries to Support a Strong Year

BYD’s revenue growth is low. However, The recovery of sales volume in March suggests a strong year. We believe BYD will win the price war due to...

Ming Lu

EV charging ports have been growing faster than any other fueling category and now account for around 88% of all alternative fueling stations in...