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Smartkarma Daily Briefs

Dec 17
0

Daily Brief Indonesia: Agile Property Holdings and more

By | Daily Briefs, Indonesia

In today’s briefing:

  • Weekly Wrap – 16 Dec 2022

Weekly Wrap – 16 Dec 2022

By Charles Macgregor

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.

In this Insight:

  1. Kawasan Industri Jababeka
  2. Tata Motors Ltd
  3. Yuzhou Group
  4. Powerlong Real Estate Holdings
  5. Sunac China Holdings

and more…

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  • ✓ Events & Webinars
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Dec 17
0

Daily Brief Japan: Nitori Holdings and more

By | Daily Briefs, Japan

In today’s briefing:

  • Nitori to Ramp up N+ Clothing Chain – ¥500 Billion in New Sales?

Nitori to Ramp up N+ Clothing Chain – ¥500 Billion in New Sales?

By Michael Causton

  • Nitori dominates in home decor and furniture but now wants to become a top 10 fashion retailer through its N+ chain targeting older women. 
  • It will raise the rate of new stores to 30 a year and then to up to 100 a year as it reaches scale. 
  • Will it be the Uniqlo for the middle-aged? If so it could own a chunk of a segment worth an estimated ¥2.5 trillion.

💡 Before it’s here, it’s on Smartkarma

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The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
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Dec 17
0

Daily Brief India: KFin Technologies and more

By | Daily Briefs, India

In today’s briefing:

  • KFin Technologies IPO – Profit Growth Has Outpaced Peer, However Valuation Isn’t Cheap

KFin Technologies IPO – Profit Growth Has Outpaced Peer, However Valuation Isn’t Cheap

By Clarence Chu

  • KFin Technologies (1804170D IN) is looking to raise around US$180m in its India IPO.
  • KFin Technology (KFin) is a technology driven financial services platform providing comprehensive services and solutions to the capital markets ecosystem.
  • In this note, we will look at its RHP updates, peer comparison, earnings assumptions, and share our thoughts on valuation.

💡 Before it’s here, it’s on Smartkarma

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The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
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Dec 17
0

Daily Brief United States: Paypal Holdings and more

By | Daily Briefs, United States

In today’s briefing:

  • PayPal Holdings Inc (PYPL US): TSS < 10 - New Multi-Month Low Risks Imminent Failure and Reversal

PayPal Holdings Inc (PYPL US): TSS < 10 - New Multi-Month Low Risks Imminent Failure and Reversal

By David Coloretti, CMT

  • PYPL US has declined 32% in the August to December period.
  • Our proprietary TSS methodology deems the interim downtrend to be exhausted (Trend Sustainability Score < 10).
  • Thursday’s new multi-month low (NY close at 69.77) has a high probability of being unsustainable and triggering an upward correction of minimum 8% to 13% in the coming 1-2 weeks.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
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Dec 17
0

Daily Brief China: Xinyi Glass Holdings, Agile Property Holdings and more

By | China, Daily Briefs

In today’s briefing:

  • Xinyi Glass (868): Efficient Way to Ride Chinese Property Market Revival
  • Weekly Wrap – 16 Dec 2022
  • Weekly Wrap – 16 Dec 2022

Xinyi Glass (868): Efficient Way to Ride Chinese Property Market Revival

By Henry Soediarko

  • The Chinese property market is undergoing a revival story initiated by the government.
  • Xinyi Glass Holdings (868 HK) main product is a key component for real estate developers.
  • Xinyi Glass has a much cleaner balance sheet compared to the property developers. 

Weekly Wrap – 16 Dec 2022

By Charles Macgregor

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.

In this Insight:

  1. Kawasan Industri Jababeka
  2. Tata Motors Ltd
  3. Yuzhou Group
  4. Powerlong Real Estate Holdings
  5. Sunac China Holdings

and more…

Weekly Wrap – 16 Dec 2022

By Charles Macgregor

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.

In this Insight:

  1. Kawasan Industri Jababeka
  2. Tata Motors Ltd
  3. Yuzhou Group
  4. Powerlong Real Estate Holdings
  5. Sunac China Holdings

and more…

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free
Dec 17
0

Daily Brief Industrials: Xinyi Glass Holdings and more

By | Daily Briefs, Industrials

In today’s briefing:

  • Xinyi Glass (868): Efficient Way to Ride Chinese Property Market Revival

Xinyi Glass (868): Efficient Way to Ride Chinese Property Market Revival

By Henry Soediarko

  • The Chinese property market is undergoing a revival story initiated by the government.
  • Xinyi Glass Holdings (868 HK) main product is a key component for real estate developers.
  • Xinyi Glass has a much cleaner balance sheet compared to the property developers. 

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free
Dec 17
0

Daily Brief Financials: KFin Technologies, Agile Property Holdings and more

By | Daily Briefs, Financials

In today’s briefing:

  • KFin Technologies IPO – Profit Growth Has Outpaced Peer, However Valuation Isn’t Cheap
  • Weekly Wrap – 16 Dec 2022

KFin Technologies IPO – Profit Growth Has Outpaced Peer, However Valuation Isn’t Cheap

By Clarence Chu

  • KFin Technologies (1804170D IN) is looking to raise around US$180m in its India IPO.
  • KFin Technology (KFin) is a technology driven financial services platform providing comprehensive services and solutions to the capital markets ecosystem.
  • In this note, we will look at its RHP updates, peer comparison, earnings assumptions, and share our thoughts on valuation.

Weekly Wrap – 16 Dec 2022

By Charles Macgregor

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.

In this Insight:

  1. Kawasan Industri Jababeka
  2. Tata Motors Ltd
  3. Yuzhou Group
  4. Powerlong Real Estate Holdings
  5. Sunac China Holdings

and more…

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free
Dec 17
0

Daily Brief TMT/Internet: Paypal Holdings and more

By | Daily Briefs, TMT/Internet

In today’s briefing:

  • PayPal Holdings Inc (PYPL US): TSS < 10 - New Multi-Month Low Risks Imminent Failure and Reversal

PayPal Holdings Inc (PYPL US): TSS < 10 - New Multi-Month Low Risks Imminent Failure and Reversal

By David Coloretti, CMT

  • PYPL US has declined 32% in the August to December period.
  • Our proprietary TSS methodology deems the interim downtrend to be exhausted (Trend Sustainability Score < 10).
  • Thursday’s new multi-month low (NY close at 69.77) has a high probability of being unsustainable and triggering an upward correction of minimum 8% to 13% in the coming 1-2 weeks.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free
Dec 17
0

Daily Brief Health Care: Celltrion Inc and more

By | Daily Briefs, Healthcare

In today’s briefing:

  • Celltrion Group Companies – Sharp Increase in Dividends

Celltrion Group Companies – Sharp Increase in Dividends

By Douglas Kim

  • Celltrion Inc, Celltrion Healthcare, and Celltrion Pharm all announced much higher dividend payments for this year as compared to last year. 
  • Based on the new dividend payments, the dividend yields are as follows: (Celltrion Inc – 4.2%, Celltrion Healthcare – 4.2%, and Celltrion Pharm – 5%). 
  • Merger of three companies is likely to have long-term positive impact on the their share prices. Although exact timing is uncertain, 2023 could be the year of this merger. 

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free
Dec 17
0

Daily Brief Consumer: Nitori Holdings, Accor SA and more

By | Consumer, Daily Briefs

In today’s briefing:

  • Nitori to Ramp up N+ Clothing Chain – ¥500 Billion in New Sales?
  • Europe HY Trade Book – December 2022 – Lucror Analytics

Nitori to Ramp up N+ Clothing Chain – ¥500 Billion in New Sales?

By Michael Causton

  • Nitori dominates in home decor and furniture but now wants to become a top 10 fashion retailer through its N+ chain targeting older women. 
  • It will raise the rate of new stores to 30 a year and then to up to 100 a year as it reaches scale. 
  • Will it be the Uniqlo for the middle-aged? If so it could own a chunk of a segment worth an estimated ¥2.5 trillion.

Europe HY Trade Book – December 2022 – Lucror Analytics

By Charles Macgregor

The Europe HY Trade Book for December 2022 includes high-conviction trade ideas drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free