Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

<ul>
<li>FY 22 Q1 result was good although not unexpected thanks to mgt guidance. </li>
<li>Cash on hand may be reduced but it counts a very big Korean EV battery makers as the top customers thus some safety is in place. </li>
<li>
<a href="https://www.smartkarma.com/entities/w-scope-corp" target="_blank" data-smartkarma-citation="entities:8597:1" rel="noopener">W Scope Corp (6619 JP)</a> should be able to expand its customer base beyond the big Korean battery maker. </li>
</ul>


FY 22 Q1 result was good although not unexpected thanks to mgt guidance. 
Cash on hand may be reduced but it counts a very big Korean EV battery makers as the top customers thus some safety is in place. 

W Scope Corp (6619 JP) should be able to expand its customer base beyond the big Korean battery maker. 


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

Life Insurance  of India / Equity Capital Markets

<ul>
<li>Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.</li>
<li>On the IPOs front, LIC's lists tomorrow, while Delhivery's bookbuild wasn't great.</li>
<li>There were no major placements this week, with even Air New Zealand failing to hold its deal price.</li>
</ul>


Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
On the IPOs front, LIC's lists tomorrow, while Delhivery's bookbuild wasn't great.
There were no major placements this week, with even Air New Zealand failing to hold its deal price.


ECM Weekly (15th May 22) - LIC, ThaiBev, Delhivery, One Store, Yunkang, VistaREIT, Ngern Tid Lor

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Tesla has been a major beneficiary from the rend involving the increasing adoption of electric vehicles in the U.S. and China.</li><li>In comparison to 2020, the automotive gross margin of the company rose by more than 600 basis points.</li><li>Tesla has reached the highest operating margin in the electric vehicle industry.</li></ul>

Tesla has been a major beneficiary from the rend involving the increasing adoption of electric vehicles in the U.S. and China.In comparison to 2020, the automotive gross margin of the company rose by more than 600 basis points.Tesla has reached the highest operating margin in the electric vehicle industry.

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>Shanghai / In Depth: The troubling balancing act facing Shanghai’s ER doctors</li><li>Southeast Asia / Southeast Asian exporters step up as China locks down</li><li>China-France / Xi, Macron discuss Ukraine war in phone conversation</li></ul>

Shanghai / In Depth: The troubling balancing act facing Shanghai’s ER doctorsSoutheast Asia / Southeast Asian exporters step up as China locks downChina-France / Xi, Macron discuss Ukraine war in phone conversation

CX Daily: The Troubling Balancing Act Facing Shanghai’s ER Doctors

Founder & CEO Bond Angle, LLC, Bond Angle, LLC

Vicki Bryan

Founder & CEO Bond Angle, LLC

Bond Angle, LLC

Insightful commentary and analysis on bond markets and market movers, including financial, economic, and industry catalysts and management shenanigans. 

High yield market investment research

Credit

<ul>
<li>
Elon Musk got 19 friendly investors to pledge $7.1 billion toward his buyout of Twitter. </li>
<li>He also persuaded his bankers to slash his margin loan—as I projected...</li>
<li>In exchange for increasing his equity commitment. So still $20+ billion to go.</li>
</ul>



Elon Musk got 19 friendly investors to pledge $7.1 billion toward his buyout of Twitter. 
He also persuaded his bankers to slash his margin loan—as I projected...
In exchange for increasing his equity commitment. So still $20+ billion to go.


Elon Gets a Boost From Friends For His Twitter Buyout—And Takes *Some* Of The Heat Off Himself

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)

W Scope (6619): More yet to Come

W Scope Korea and W Scope Japan for new coating lines and given its track record, it is not impossible that the company will carry on recording...

Henry Soediarko

ECM Weekly (15th May 22) - LIC, ThaiBev, Delhivery, One Store, Yunkang, VistaREIT, Ngern Tid Lor

Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.

Sumeet Singh

Tesla Inc.: Innovation & Cost Advantage

Tesla has been a major beneficiary from the rend involving the increasing adoption of electric vehicles in the U.S. and China. In comparison to...

Baptista Research

CX Daily: The Troubling Balancing Act Facing Shanghai’s ER Doctors

Shanghai / In Depth: The troubling balancing act facing Shanghai’s ER doctors. Southeast Asia / Southeast Asian exporters step up as China locks down

Caixin Global

Elon Gets a Boost From Friends For His Twitter Buyout—And Takes Some Of The Heat Off Himself

Elon Musk got 19 friendly investors to pledge $7.1 billion toward his buyout of Twitter. He also persuaded his bankers to slash his margin loan—as...

Vicki Bryan

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