Daily Brief Thematic (Sector/Industry): 16 Copper Takeover Targets to Follow (Tom Woolrych) and more

• Tom Ulrich joins the discussion on undeveloped copper projects
• Importance of high grades and contained copper in porphyry deposits
• Exploration of North American companies, including NGX and Philo, with potential for high valuation

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• The Nasdaq Composite (+1.2%) hit a record high, driven by Big Tech gains
• SoftBank Group will invest $100 billion in the US over four years
• MIXI has launched mixi2, a new invite-only social networking service restricted to users 18+

• The Securities and Exchange Board of India (SEBI) has issued a warning against unregulated platforms that facilitate trade in unlisted securities of public limited companies. 
• SEBI has stated that such platforms are operating in violation of the law and are not authorized to facilitate trading in unlisted securities.
• SEBI has advised investors to exercise caution while dealing with such platforms and to ensure that they are dealing with regulated entities that are authorized to facilitate trading in securities

• India Inc. leaders have been outperformers as compared to global peers on the back of strong ROE and EPS growth over the years.
• India Inc has a higher % of companies with better RoE than the rest of the world.
• Key takeaways for investors: Avoid macro noise, focus on fundamentals with peer comparison

• US large banks are showing sharply expanding loans in recent weeks, in granular HFD
• This comes as their higher cost Jumbo Time Deposits are now showing negative growth
• There are positive implications for net interest income, NIM and net profit delta of large US banks

• Reliance Industries (RIL IN), is planning to ink a historic deal with Russia’s Rosneft, securing a staggering 500,000 barrels of crude oil per day for the next decade: Reuters
• The geopolitical fallout from the Russia-Ukraine conflict, coupled with sanctions imposed by Western nations, has created a unique opportunity for India to secure energy resources at a significant discount. 
• While the deal promises to enhance India’s energy security and fuel its economic engine, it also risks straining ties with Western partners and exposing Reliance to potential sanctions. 

• CGS International predicts significant growth in ASEAN hospitals due to medical tourism boosting the industry
• DBS retains ‘buy’ rating and $3.85 target price for CapitaLand Investment after $200M Wingate deal
• UOB Kay Hian sees Hong Leong Asia as undervalued with two growth engines, advising investors to consider the stock opportunity

• 700 HK: <Honor of Kings> to Launch Winter Season Update with New Gameplay Features (+)
• 700 HK: WeChat Mini Programs MAU Reaches 949 Million, Up 3% YoY (+)
• 700 HK: Tencent Unveils New DNF-Based Game <Kazan> .  (+)

• Marvell and Broadcom are focusing on accelerated infrastructure for data centers, with strong investments in custom silicon solutions for AI workloads
• Marvell impresses with a clear vision and roadmap for the future of data centers, while Broadcom shows strong growth potential in AI with key customers
• Broadcom’s strong networking capabilities and custom offerings position them as a major player in the AI market, with potential for further M&A activities in the future.

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• Below we highlight some tips and takeaways from VRS Team’s engagement in valuation assignments with regard to SaaS startup companies in Europe and North America.
• The order of presentation is random and by no means there is an aim to exhaust the particular subject via this note.
• The startup company is important to fully demonstrate the following: A clear and transparent business model, in relation to what it offers to the customer, how it sells the product or service, and how it generates income.