Earnings Alerts

Delta Electronics on Smartkarma

Analyst coverage of Delta Electronics on Smartkarma highlights contrasting views on Delta Taiwan and Delta Thailand. Analyst Vincent Fernando, CFA, in the report “Delta Taiwan Vs. Thailand Monitor: Delta Taiwan Surges As New AI Play; But Shorts Amassing as Well,” discusses how Delta Taiwan’s AI power efficiency solutions showcased at NVIDIA Corp’s GTC Conference led to outperformance compared to Delta Thailand. However, concerns arise as short interest spiked for Delta Taiwan, signaling a potential overbought market driven by AI concept stock hype.

In another report by Vincent Fernando, CFA, titled “Delta Taiwan Vs. Thailand Monitor: EVENT: Imminent Earnings Release, Thailand Still Overvalued,” it is noted that Delta Thailand continues to be overvalued despite underperforming Delta Taiwan. The upcoming earnings release in Taiwan is expected to highlight Delta Taiwan as the superior stock with both companies sharing a similar growth profile. Delta Thailand’s higher valuation and potential share sale overhang pose challenges, signaling a preference towards Delta Taiwan for investors seeking a promising investment opportunity.

A look at Delta Electronics Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Delta Electronics Inc. is well-positioned for long-term growth according to the Smartkarma Smart Scores. With a high Growth score of 4, the company is expected to expand its operations and revenue over time. Additionally, Delta Electronics demonstrates strong Resilience and Momentum with scores of 4 in both categories, indicating the company’s ability to weather market uncertainties and maintain a positive growth trajectory.

Although Delta Electronics may not score as high in Value and Dividend with scores of 2 and 3 respectively, its overall outlook remains positive due to its solid performance in growth-oriented and resilient factors. As a manufacturer of power supplies and video display products, Delta Electronics is poised to capitalize on its diverse product portfolio and technological expertise to drive future success in the industry.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Taiwan High Speed Rail on Smartkarma

Analyst Mohshin Aziz from Smartkarma has published a research report on Taiwan High-Speed Rail (2633 TT), titled “Taiwan High-Speed Rail (2633 TT): Better than a Government Bond.” The report highlights Taiwan High-Speed Rail’s strong profits and cashflows driven by solid traffic growth, making it an appealing choice for low-risk investment, particularly for fixed-income investors. Mohshin Aziz views Taiwan High-Speed Rail as a government-backed perpetual bond disguised as equity, with a minimum profit guarantee, firm dividend mandate, and a commitment to distributing excess cash to shareholders. The current yield margin against the 10-year bond is the widest since its IPO, expected to further increase with robust profit growth, presenting an attractive opportunity for alternative fixed-income investors.

A look at Taiwan High Speed Rail Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on the Smartkarma Smart Scores, Taiwan High Speed Rail seems to have a positive long-term outlook. The company scores well in growth, with a score of 4, indicating favorable prospects for expansion and development. Additionally, both the value and dividend scores are moderate at 3, suggesting a stable financial foundation and potential for shareholder returns. However, the company receives a lower score for resilience at 2, which may indicate some vulnerability to external market shocks. Overall, with a momentum score of 3, there seems to be ongoing market interest and activity surrounding Taiwan High Speed Rail.

Taiwan High Speed Rail Corporation, which operates the high-speed railway system in Taiwan spanning 345 KM from Taipei to Kaohsiung, appears to be positioned for growth and stability based on the Smartkarma Smart Scores. While the company demonstrates promising growth prospects and maintains a reasonable level of value and dividend scores, its resilience score suggests a need for attention to withstand potential challenges. With a moderate momentum score, Taiwan High Speed Rail is likely to attract continued attention from investors and stakeholders looking for opportunities in the transportation sector.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Alchip Technologies on Smartkarma

Analysts on Smartkarma, like Brian Freitas and Clarence Chu, have been actively covering Alchip Technologies. According to Brian Freitas, Alchip is likely to replace Feng Tay in the Yuanta/P-Shares Taiwan Top 50 ETF in March, with significant interest and positioning in Alchip over Feng Tay. The stock has seen notable short covering and could benefit from passive trackers needing to buy Alchip shares and sell Feng Tay shares.

Clarence Chu highlighted Alchip’s ongoing momentum, especially with its GDR offering of US$415m for raw materials. The offering, though not large relative to the firm’s ADV, has been well-received with strong stock performance. Brian Freitas also mentioned the potential for Alchip to be included in global indices and reiterated the possibility of its inclusion in the Taiwan Top 50 ETF in December, amidst increasing shorts on both Alchip and Feng Tay.

A look at Alchip Technologies Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Alchip Technologies Ltd. has received a solid overall outlook based on the Smartkarma Smart Scores. With a high Growth score of 5 and a Resilience score of 5, the company seems poised for long-term success. This indicates that Alchip is well-positioned for future expansion and is capable of weathering market uncertainties. Additionally, its Value and Dividend scores of 2 suggest a moderate performance in these areas, while the Momentum score of 3 indicates a steady pace of development.

Alchip Technologies Ltd. is a company specializing in silicon design and manufacturing services, catering to various industries such as consumer electronics, optical networking, and medical imaging equipment. By providing innovative system on chip (SoC) design solutions that prioritize low power consumption, high performance, and cost-efficiency, Alchip has established itself as a key player in the global market. With strong Growth and Resilience scores, Alchip Technologies is likely to continue its upward trajectory in the long run.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Canara Bank on Smartkarma

Analysts on Smartkarma are bullish on Canara Bank, with Daniel Tabbush emphasizing the bank’s remarkable progress in reducing non-performing loans and significantly increasing net profit. Tabbush highlights the potential for continued profit expansion through lower credit costs and improved Return on Equity (ROE), which has surged from 11.7% to 17.3% over recent years. This positive sentiment is supported by Brian Freitas, who suggests that Canara Bank could soon replace Bandhan Bank in the NIFTY Bank Index due to its favorable valuation and potential for passive index trackers to shift towards Canara Bank.

With insights from top analysts like Tabbush and Freitas, investors can gain valuable perspectives on Canara Bank‘s growth potential and market positioning. Tabbush’s outlook on lower non-performing loans and rising profits, coupled with Freitas’s analysis of Canara Bank‘s possible inclusion in the NIFTY Bank Index, underscores the favorable sentiment surrounding the bank. As investors navigate the financial landscape, Smartkarma serves as a platform for accessing in-depth research and expert opinions to make informed investment decisions regarding companies like Canara Bank.

A look at Canara Bank Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Canara Bank Ltd., a prominent banking institution in India, is poised for a positive long-term outlook based on its impressive Smartkarma Smart Scores. With top marks in Dividend, Growth, Resilience, and Momentum, the bank showcases a robust performance across various key factors. The high Value score further underlines the company’s attractive valuation compared to its peers, indicating a solid investment proposition for potential investors.

Canara Bank Ltd. stands out as a versatile financial entity, offering a wide array of banking services across India. From retail and commercial banking to investment management and treasury services, the company caters to diverse customer needs. With strong scores across important metrics, Canara Bank appears well-positioned to sustain growth and profitability in the competitive banking landscape, making it a promising choice for long-term investors seeking stability and potential returns.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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A look at Toray Industries Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Analysts at Smartkarma have provided an overview of Toray Industries, giving a positive long-term outlook for the company. Based on the Smart Scores, Toray Industries scores high in terms of value, dividend, and growth potential. With a strong focus on these factors, the company is positioned well for sustained growth and value creation over time.

However, Toray Industries scored lower in terms of resilience and momentum according to Smartkarma’s analysis. This could indicate some areas of concern that the company may need to address to ensure long-term success. Despite these lower scores, Toray Industries remains a key player in manufacturing yarns, synthetic fibers, and chemical products used in various industries, showing a diverse portfolio of products and services.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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A look at Bharat Forge Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Analysts using the Smartkarma Smart Scores system have painted a positive long-term outlook for Bharat Forge, a company that manufactures steel forgings and machined components for a variety of industries. With a high Growth score of 5 out of 5, Bharat Forge seems well-positioned for future expansion and development. The Dividend score of 4 indicates a strong track record in rewarding shareholders, suggesting stability and potential income for investors. However, the Value and Resilience scores of 2 each hint at some areas where the company may have room for improvement. With an overall Momentum score of 3, Bharat Forge appears to be making steady progress but may need to focus on sustaining and accelerating this momentum to drive further success.

In summary, Bharat Forge‘s strong focus on growth, coupled with a solid dividend track record, bodes well for its future prospects. Despite facing some challenges in terms of value and resilience, the company’s diverse range of offerings to industries like automotive, railway, and oilfield position it well for continued success in the long run. By maintaining its growth trajectory and enhancing its value proposition, Bharat Forge could solidify its position as a key player in the steel forgings and machined components market.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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A look at Osaka Gas Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on the Smartkarma Smart Scores, Osaka Gas shows a promising long-term outlook. With a strong focus on growth and momentum, the company is positioned to expand and capitalize on market opportunities. The high scores in these areas indicate a positive trajectory for Osaka Gas in the coming years, potentially leading to increased market share and profitability.

While the company demonstrates strength in value and dividend factors, there is room for improvement in resilience. However, the overall high scores on growth and momentum suggest that Osaka Gas is well-equipped to navigate challenges and continue its upward trajectory in the natural gas sector. Investors may find Osaka Gas an appealing option for long-term investment based on these insightful scores.

### OSAKA GAS CO., LTD. produces and supplies natural gas primarily in Osaka, Kyoto, and Hyogo areas. The Company provides gases and energy products for residential, commercial, and industrial customers. Osaka Gas also constructs and maintains gas supply lines. In addition, the Company sells gas appliances. ###

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Korean Air Lines on Smartkarma

Analysts on Smartkarma like Neil Glynn have been closely following Korean Air Lines, providing deep insights into the company’s performance and potential future developments. In a bullish report titled “Korean Air – 4Q Loss Driven by Exceptional Financial Costs; Underlying Picture Healthier,” Glynn highlights that despite a 4Q23 loss, excluding exceptional financial expenses would have shown a profitable quarter for Korean Air. The report notes a net loss of KRW235bn in 4Q23, down from a profit of KRW354bn in the same period last year. Despite this, the underlying performance remains relatively strong compared to pre-pandemic levels.

Conversely, Glynn’s bearish sentiment is echoed in the report “Korean Air – Another US Example Of A Ruling Against Consolidation Raises Asiana Merger Questions,” where concerns are raised about the potential impact of the US Department of Transport’s actions on Korean Air’s merger plans with Asiana. The report discusses how recent rulings against mergers in the US raise doubts about the approval prospects for the Korean Air/Asiana merger, emphasizing the regulatory challenges the company may face in the future.

A look at Korean Air Lines Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on Smartkarma Smart Scores, Korean Air Lines is positioned favorably for long-term growth. With strong scores across multiple key factors such as Value, Dividend, and Growth, the company showcases robust fundamentals for investors. A solid Value score suggests that the company is undervalued relative to its financial performance, indicating potential for capital appreciation. Additionally, a high Dividend score signifies that Korean Air Lines offers attractive dividend payouts, adding to its investment appeal.

Furthermore, Korean Air Lines‘ Growth score highlights expectations for continued expansion and performance improvement. While the Resilience and Momentum scores are slightly lower compared to other factors, the overall outlook remains positive. With a diverse range of services including passenger and cargo transportation, aircraft maintenance, and air catering, Korean Air Lines is well-positioned to capitalize on opportunities in the aviation industry both domestically and internationally.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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A look at San Miguel Food and Beverage Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

San Miguel Food and Beverage, Inc. presents a mixed outlook based on the Smartkarma Smart Scores analysis. The company scores well in Dividend and Growth factors, receiving scores of 4 out of 5 for both. This indicates a promising long-term potential for stable dividends and growth opportunities for investors. However, San Miguel Food and Beverage falls slightly short in terms of Value and Resilience, with scores of 2 and 3 respectively. These scores suggest that the company may not be as undervalued compared to its peers and may have some vulnerability to market pressures. In terms of Momentum, the company receives a score of 3, indicating a moderate level of momentum in its performance. Overall, the company’s focus on food and beverage manufacturing and global market presence shapes its strategic positioning in the industry.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Krafton on Smartkarma

Analyst coverage of Krafton on Smartkarma has been positive, with analysts like Douglas Kim and Sumeet Singh providing valuable insights. Douglas Kim‘s report, “Alpha Generation Through Share Buybacks in Korea: Bi-Monthly (Mar and Apr 2024),” highlights Krafton’s share buyback announcement along with other major companies like Celltrion Inc and Woori Financial Group. Additionally, Douglas Kim mentions in another report, “Krafton: Block Deal Sale of About 270 Billion Won,” that SK Square plans to sell a 2.2% stake in Krafton, emphasizing the attractiveness of the company’s valuations despite the discount offered.

Sumeet Singh‘s analysis, “Krafton Placement – Stock Has Been Doing Well, Momentum Remains Strong,” focuses on SK Square’s goal to raise around US$198m by selling a portion of Krafton’s shares. Singh highlights the positive momentum of Krafton’s stock performance and its strong earnings, indicating a favorable outlook for the company. With this combined analyst coverage, it appears that Krafton continues to attract attention from investors for its strategic moves and overall performance in the market.

A look at Krafton Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Looking at the Smartkarma Smart Scores for Krafton, there is a positive long-term outlook for the company. With strong scores in Growth, Resilience, and Momentum, Krafton is positioned well for future success. The company’s focus on developing a variety of games for different platforms, including console, mobile, and computer, indicates potential for continued growth in the gaming industry.

Krafton’s high Resilience and Momentum scores suggest that the company has the ability to weather challenges and maintain its upward trajectory. While the Dividend score is lower, the overall outlook remains optimistic due to the company’s solid performance in key areas. Investors may view Krafton as a promising opportunity in the gaming sector.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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