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Forter: New Products and Strong Partnerships Driving Growth for Fraud Solutions

By | Smartkarma Originals
  • Forter (1397978D LN) uses machine learning to detect fraud and approve online transactions in real-time.
  • With the surge in online shopping with COVID-19, the amount of online fraud increased, allowing Forter to experience strong revenue growth.
  • New product innovations and a number of strong partnerships will continue to drive the company forward.

LightStream Research • Equity Analyst • (Opens in a new window) ⧉

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ComplyAdvantage: Automating Customer Onboarding and Payments While Reducing Risk

By | Smartkarma Originals
  • ComplyAdvantage (1448975D LN) uses machine learning to provide accurate data on the connections between individuals and business entities.
  • The company has entered into a number of strategic partnerships which have helped it grow revenues.
  • The growth of financial crime and money laundering is likely to drive ComplyAdvantage revenues over the medium-term.

LightStream Research • Equity Analyst • (Opens in a new window) ⧉

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DeFi Options Protocols Series (#1): The New “Robhinhood” Of DeFi?

By | Smartkarma Originals
  • Options offer an additional source of yield that could be much more sustainable in the long run for investors in DeFi.  
  • The current ecosystem of DeFi options protocols is divided into two main layers – the marketplace layer and the structured product layer.
  • Opyn, Ribbon Finance, and Dopex are the three protocols we think will have an exciting year ahead.

KT Capital Group • Fintech & EM-focused Analyst • (Opens in a new window) ⧉

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Entities 30901-31000

By | Entity Directory
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Insights
Analytics
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Crypto Mining Industry Series: Let The Crypto Miners Rush Begin

By | Smartkarma Originals
  • Bitcoin mining is booming in the United States and we expect ~2.5 GW of new cumulative mining capacity will be added by crypto mining companies in the U.S. this year. 
  • Today, Foundry USA is the biggest mining pool globally, and North America has been the clear beneficiary of China’s cryptocurrency ban in 2021.
  • We see a huge untapped opportunity for Bitcoin mining companies. We initiate Marathon Digital Holdings with Overweight and Cipher Mining and Riot Blockchain with Neutral.  

Algosun Global • Director of Equity Research, IPOs • (Opens in a new window) ⧉

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China Consumer Discretionary: Beneficiaries of The Nationalistic Trend

By | Smartkarma Originals
  • More policy measures will be rolled out by the Chinese government to support domestic consumption in 2022; and the growing nationalistic trend will benefit leading domestic brands. 
  • Within the consumer discretionary sector, we identify Anta Sports Products (2020 HK), Bosideng International Holdings (3998 HK) and Haier Smart Home (6690 HK) as the prime beneficiaries of this trend.
  • All of them are leaders in their respective sub-segment, have exemplary competitive edges against foreign players and are investing heavily in technology and distribution to solidify their moats. 

• China Analyst – Onshore Credit, Equity Long-Short • (Opens in a new window) ⧉

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Entities 30801-30900

By | Entity Directory
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News
Discussion
Filings
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Geek+ Tearsheet – Automating Warehouses

By | Smartkarma Originals
  • Geek+ is a smart logistics and warehousing robotics developer serving clientele from a number of industry verticals, including, apparel, e-commerce, retail, 3PL, pharmaceutical, manufacturing and automotive (think Amazon Kiva).
  • In the latest Series C funding round, the company raised a total of US$200m with the most recent Series C2 round in Jun 2020, raising around US$50m. 
  • In the CY2H21, there were news reports regarding an IPO that could raise US$500m. Geek+ was considering either going public in the US or in Shanghai’s Nasdaq-style STAR board.

Aequitas Research • APAC IPOs & Placements • (Opens in a new window) ⧉

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Horizon Robotics – Riding on Partnerships and a Strong List of Backers

By | Smartkarma Originals
  • Horizon Robotics is an artificial intelligence chips developer for automobiles, specifically smart vehicles, and robots. 
  • Its latest Series C funding round in late 2020-early 2021, raised a combined total of US$900m, led by Great Wall Motors, Hillhouse, Baillie Gifford, CATL, CPE, Yunfeng Capital and others.
  • There were news reports doing the rounds that the firm had aimed to look at a potential US listing, in a deal that could raise up to US$1bn.

Aequitas Research • APAC IPOs & Placements • (Opens in a new window) ⧉

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Carousell Tearsheet – Singapore’s Resale Unicorn

By | Smartkarma Originals
  • Carousell is a Singapore based platform serving the C2C and B2C marketplace for purchase and resale of second hand goods. 
  • In its latest funding round in Sept 2021, the company raised US$100m at a valuation of US$1.1bn. As per Crunchbase, Carousell has raised just over US$280m since inception.
  • Carousell is expected to list in the US via a SPAC Merger with L Catterton Asia Acquisition. 

Aequitas Research • APAC IPOs & Placements • (Opens in a new window) ⧉

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