UBS, Lippo, COGO Launch $ Bonds; Macro; Rating Changes; New Bond Issues; Talking Heads; Top Gaine...
S&P was 1.6% higher while Nasdaq rallied 2.6% as tech stocks outperformed. Amazon and Microsoft were among the large-cap gainers, up 4.3% and...
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Tesla: Oh No You Didn’t
Tesla Disappoints With Skimpy Fourth Quarter "Profit" and Weaker Than Expected 2021 Guidance. Why leverage is more like 6x, or worse. And what's it...
633 Views
Tencent: An Update on Investees and the Implied Valuation of Consolidated Operations
In this insight, I account for the increase in fair value of Tencent’s investees, including the Kuaishou IPO, which indicates that consolidated...
410 Views
Tesla: The Sky's The Limit...Until
I projected Tesla would miss ambitious guidance of 500K deliveries for 2020, which it had targeted for 2018, but it finally came close. Meeting...
613 Views
The Week that Was in ASEAN@Smartkarma - Thai Banks, BCA, and Thai Union
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
315 Views