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Press Coverage

Equity Bottom-Up: Renesas Electronics, Keyence Corp, Hitachi Construction Machinery, Tesla Motors, ZOZO Inc, Shin Etsu C

By | Press Coverage

Excerpt: Equity Bottom-Up: Renesas Electronics, Keyence Corp, Hitachi Construction Machinery, Tesla Motors, ZOZO Inc, Shin Etsu Chemical, Xinjiang Goldwind Science & Technology H, Asahi Group Holdings, Advantest Corp and more Source: smartkarma.com

chinapulse.com • (Opens in a new window) ⧉

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SoftBank’s Vision Fund Finally Devotes More of Its Cash to Japan

By | Press Coverage

Excerpt: … month may report its biggest-ever quarterly loss on the plunging value of its most valuable holdings, including South Korea’s Coupang Inc. and China’s Didi Global Inc., estimated Kirk Boodry, an analyst at Redex Research who publishes on SmartKarma.

Bloomberg Quint • (Opens in a new window) ⧉

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Rare Poison Pill Strategy an Oddity Among Premium Price Takeover Bids Flurry

By | Press Coverage

Excerpt: The 31.3% premium to Ramsay’s price over the last six months is reasonable for a change of control, said Brian Freitas, an analyst who publishes on research platform Smartkarma The share offer implies a forward earnings multiple of 33x versus an …

Barchart • (Opens in a new window) ⧉

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Money pulled from China finds way to Asean countries, not India

By | Press Coverage

Excerpt: Steven Holden of Copley Fund Research, who publishes on Smartkarma, highlights Asean nations are once again finding favour among investors.

Samie Modak • (Opens in a new window) ⧉

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Earnings: Are Positive Surprises Over? – Traders’ Insight

By | Press Coverage

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Netflix quarterly numbers show a case of willful ignorance: Smartkarma Research

By | Press Coverage

Excerpt: Netflix 1Q22 Results: Revenues of $7.9B (+10% YoY), was 1% below consensus. Operating Income of $2B (25% margin), down 230bps YoY, and ~200M better

Aaron Gabin Smartkarma • (Opens in a new window) ⧉

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Tata Tele, Sanofi India, Bank of India and other stocks in news today

By | Press Coverage

Excerpt: According to analyst Brian Freitas, who publishes on Smartkarma, Tata Elxsi, Jindal Steel Power and Adani Power could get added to the MSCI index, which could result in inflows of $280.8 millon in Tata Elxsi, $215.3 million in Jindal Steel Power and …

The Times of India – India business • (Opens in a new window) ⧉

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Indonesia’s Export Ban Excludes Crude Palm Oil, RBD Palm Oil – Some twist in the export ban policy??

By | Press Coverage

Excerpt: Source: https://twitter.com/smartkarma/status/1518523967078014977?s=20&t=2Fixv2ZL1scITlugsqOiBg Share this:

I3investor MY • (Opens in a new window) ⧉

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MSCI rebalancing could see addition of three Indian stocks, two deletions | Business Standard News

By | Press Coverage

Excerpt: According to analyst Brian Freitas, who publishes on Smartkarma, Tata Elxsi, Jindal Steel Power and Adani Power are the leading contenders to get added to the MSCI index.

business-standard.com • (Opens in a new window) ⧉

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Valuation of (smaller than Raktuen Bank) competitor SBI Sumishin Net Bank is about $ 3 billion after the following numbers:

By | Press Coverage

Excerpt: [SBI Sumishin Net Bank (7163 JP)](https://www.smartkarma.com/entities/sbi-sumishin-net-bank)’s listing has been approved by the JPX and the stock is expected to start trading on 24 March.

RobinWuzz • (Opens in a new window) ⧉

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