Smartkarma Research Team, Smartkarma

Smartkarma Research

Smartkarma Research Team

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Bottom-Up

<p>In our next Webinar, we are excited to host Analyst Chris Redl (<a href="https://www.smartkarma.com/profiles/sc-capital" target="_blank" data-smartkarma-citation="accounts:914" rel="noopener">SC Capital</a>) who will outline his stock picks in the global automotive sector. What do major automotive names look like amidst the EV revolution? Tune in to hear more.</p>
<h3>The webinar was hosted on Wednesday, 29 June 2022, 17:00 SGT/HKT.</h3>
<p>Subscribe to our podcast feed and listen on the go:</p>
<p><iframe src="https://open.spotify.com/embed/episode/0eVtefGNCoU6q220ftsavT?utm_source=generator" width="100%" height="232" style="border-radius: 12px;" frameborder="0" allowfullscreen="allowfullscreen" allow="autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture"></iframe><span style="font-size: var(--content-font-size);">SC Capital has over 20 years' experience covering the global automotive industry both on the Sell-side (UBS &amp; Morgan Stanley) and Buy-side (Och-Ziff), along with a wealth of industry contacts. The current focus is on electric vehicle stocks &amp; their supply chains, aiming is to identify the winners and losers from a long/short perspective. This includes close coverage of legacy automakers as well. From time to time, SC Capital covers opportunistic events with stocks in the manufacturing sector, food &amp; beverage, healthcare, and tech.</span></p>

In our next Webinar, we are excited to host Analyst Chris Redl (SC Capital) who will outline his stock picks in the global automotive sector. What do major automotive names look like amidst the EV revolution? Tune in to hear more.
The webinar was hosted on Wednesday, 29 June 2022, 17:00 SGT/HKT.
Subscribe to our podcast feed and listen on the go:
SC Capital has over 20 years' experience covering the global automotive industry both on the Sell-side (UBS &amp; Morgan Stanley) and Buy-side (Och-Ziff), along with a wealth of industry contacts. The current focus is on electric vehicle stocks &amp; their supply chains, aiming is to identify the winners and losers from a long/short perspective. This includes close coverage of legacy automakers as well. From time to time, SC Capital covers opportunistic events with stocks in the manufacturing sector, food &amp; beverage, healthcare, and tech.

Smartkarma Webinar | Global Automotive Stock Picks

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

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 Capital Markets

<ul>
<li>Tianqi Lithium (TL) is looking to raise up to US$1.5bn via its H-shares listing. It undertakes mining of lithium ore and manufacturing of lithium concentrate, lithium compounds and derivatives.</li>
<li>TL was the largest producer of mined lithium globally in terms of output and ranked third in terms of revenue generated from lithium in 2020, according to Wood Mackenzie .</li>
<li>In this note, we take a closer look at valuations and where peers are trading in terms of A/H premium.</li>
</ul>


Tianqi Lithium (TL) is looking to raise up to US$1.5bn via its H-shares listing. It undertakes mining of lithium ore and manufacturing of lithium concentrate, lithium compounds and derivatives.
TL was the largest producer of mined lithium globally in terms of output and ranked third in terms of revenue generated from lithium in 2020, according to Wood Mackenzie .
In this note, we take a closer look at valuations and where peers are trading in terms of A/H premium.


Tianqi Lithium A/H Listing - PHIP Updates and a Closer Look at Valuations

SPAC Deep Dive, subSPAC

subSPAC

SPAC Deep Dive

Each week we’ll identify and break down for you SPACs that are capturing market share and making an impact.

<ul><li>Electric Vehicle Startup Lucid Motors, the poster child for the SPAC Boom in 2021, has seen its valuation plummet in recent months amidst a string of production &amp; quality control issues, in addition to other demand headwinds.</li><li>As the macroeconomic environment deteriorates further, some rivals claim that the company could go bankrupt unless it cuts back on spending and reprices its vehicles.</li><li>Elon Musk had an ominous warning for EV startup Lucid Motors last week</li></ul>

Electric Vehicle Startup Lucid Motors, the poster child for the SPAC Boom in 2021, has seen its valuation plummet in recent months amidst a string of production &amp; quality control issues, in addition to other demand headwinds.As the macroeconomic environment deteriorates further, some rivals claim that the company could go bankrupt unless it cuts back on spending and reprices its vehicles.Elon Musk had an ominous warning for EV startup Lucid Motors last week

Sona Blw Precision Forgings Lt / Equity Capital Markets

<ul>
<li>Sona Comstar (Sona) raised around US$761m in its Indian IPO in Jun 2021. </li>
<li>The shares are now trading well above the IPO price and its largest PE investor, Blackstone, will be released from its lockup soon.</li>
<li>In this note, we will talk about the lock-up dynamics and updates since our last note.</li>
</ul>


Sona Comstar (Sona) raised around US$761m in its Indian IPO in Jun 2021. 
The shares are now trading well above the IPO price and its largest PE investor, Blackstone, will be released from its lockup soon.
In this note, we will talk about the lock-up dynamics and updates since our last note.


Sona Comstar Lock-Up - Blackstone up 17x, Sold Half in the IPO with over US$1bn Left

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>Last week, I spent some time outlining how incoming data appears to beginning to show that certain overheated pockets of the economy are seeing signs of moderation and may be slowly returning to pre-pandemic price trends.</li><li>With the Federal Reserve hiking 75bps this past week, most of the market commentary and analysis I have seen focuses on how many 75bps hikes the Fed needs to do the rest of the year in order to tame inflation.</li><li>After this last interest rate hike, commentators are almost unanimously convinced the Federal Reserve will tighten us into a recession in order to shakeout inflation and that a “soft landing” just is not possible because the Fed was already so far behind the curve with its monetary policy stance. </li></ul>

Last week, I spent some time outlining how incoming data appears to beginning to show that certain overheated pockets of the economy are seeing signs of moderation and may be slowly returning to pre-pandemic price trends.With the Federal Reserve hiking 75bps this past week, most of the market commentary and analysis I have seen focuses on how many 75bps hikes the Fed needs to do the rest of the year in order to tame inflation.After this last interest rate hike, commentators are almost unanimously convinced the Federal Reserve will tighten us into a recession in order to shakeout inflation and that a “soft landing” just is not possible because the Fed was already so far behind the curve with its monetary policy stance. 

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.

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Tesla (TSLA US)

Smartkarma Webinar | Global Automotive Stock Picks

On 29 June, 5pm SGT, join our Webinar where Analyst Chris Redl will outline his stock picks in the global automotive sector, amidst the EV revolution.

Smartkarma Research

Tianqi Lithium A/H Listing - PHIP Updates and a Closer Look at Valuations

Tianqi Lithium (TL) is looking to raise up to US$1.5bn via its H-shares listing. In this note, we look at A/H valuations.

Sumeet Singh

Race to Survival

As the macroeconomic environment deteriorates further, some rivals claim that the company could go bankrupt unless it cuts back on spending and...

subSPAC

Sona Comstar Lock-Up - Blackstone up 17x, Sold Half in the IPO with over US$1bn Left

Sona Comstar (Sona) raised around US$761m in its Indian IPO in Jun 2021. The shares are trading well above the IPO price. Blackstone still owns...

Sumeet Singh

Weekly Stock Bullfinder - Week of 6/20

Last week, I spent some time outlining how incoming data appears to beginning to show that certain overheated pockets of the economy are seeing...

Weekly Stock Bull Finder

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