Category

Press Coverage

May 04
0

Amazon’s cost inflation may be transitory but the moat is not: Smartkarma Research

By | Press Coverage

Excerpt: Results: Revenues grew 9% FX Neutral YoY to $116B, roughly inline with consensus GAAP EBIT of $7.2B (6.1%, down 420bps YoY) below $8.4B

Aaron Gabin Smartkarma • (Opens in a new window) ⧉

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May 02
0

Street signs: TaMo may be added to Sensex, LIC GMP edges higher, and more | Business Standard News

By | Press Coverage

Excerpt: Reddy’s Laboratories from the index. The move could lead to passive inflows of Rs 1,179 crore in Tata Motors and an outflow of Rs 768 crore from Dr Reddy’s, according to analyst Brian Freitas of Periscope Analytics, who publishes on Smartkarma.

business-standard.com • (Opens in a new window) ⧉

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The Smartkarma Press Pass is a special login created exclusively for pre-approved professional journalists. It allows a journalist to access content on the platform and use all the powerful search and discovery functionality available. Journalists can excerpt and quote from the content on Smartkarma to enrich and support their articles.


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Apr 29
0

Philippine brandy giant Emperador could get on STI if secondary listing goes through

By | Press Coverage

Excerpt: … the Philippines’ largest liquor firm, could doubtlessly be included on the Straits Times Index (STI) if its secondary listing in Singapore goes through, in accordance with analyst Brian Freitas of Periscope Analytics, who publishes on Smartkarma.

Techbondhu • (Opens in a new window) ⧉

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The Smartkarma Press Pass is a special login created exclusively for pre-approved professional journalists. It allows a journalist to access content on the platform and use all the powerful search and discovery functionality available. Journalists can excerpt and quote from the content on Smartkarma to enrich and support their articles.


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Apr 28
0

Equity Bottom-Up: Renesas Electronics, Keyence Corp, Hitachi Construction Machinery, Tesla Motors, ZOZO Inc, Shin Etsu C

By | Press Coverage

Excerpt: Equity Bottom-Up: Renesas Electronics, Keyence Corp, Hitachi Construction Machinery, Tesla Motors, ZOZO Inc, Shin Etsu Chemical, Xinjiang Goldwind Science & Technology H, Asahi Group Holdings, Advantest Corp and more Source: smartkarma.com

chinapulse.com • (Opens in a new window) ⧉

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The Smartkarma Press Pass is a special login created exclusively for pre-approved professional journalists. It allows a journalist to access content on the platform and use all the powerful search and discovery functionality available. Journalists can excerpt and quote from the content on Smartkarma to enrich and support their articles.


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Apr 28
0

SoftBank’s Vision Fund Finally Devotes More of Its Cash to Japan

By | Press Coverage

Excerpt: … month may report its biggest-ever quarterly loss on the plunging value of its most valuable holdings, including South Korea’s Coupang Inc. and China’s Didi Global Inc., estimated Kirk Boodry, an analyst at Redex Research who publishes on SmartKarma.

Bloomberg Quint • (Opens in a new window) ⧉

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Apr 27
0

Rare Poison Pill Strategy an Oddity Among Premium Price Takeover Bids Flurry

By | Press Coverage

Excerpt: The 31.3% premium to Ramsay’s price over the last six months is reasonable for a change of control, said Brian Freitas, an analyst who publishes on research platform Smartkarma The share offer implies a forward earnings multiple of 33x versus an …

Barchart • (Opens in a new window) ⧉

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The Smartkarma Press Pass is a special login created exclusively for pre-approved professional journalists. It allows a journalist to access content on the platform and use all the powerful search and discovery functionality available. Journalists can excerpt and quote from the content on Smartkarma to enrich and support their articles.


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Apr 27
0

Money pulled from China finds way to Asean countries, not India

By | Press Coverage

Excerpt: Steven Holden of Copley Fund Research, who publishes on Smartkarma, highlights Asean nations are once again finding favour among investors.

Samie Modak • (Opens in a new window) ⧉

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The Smartkarma Press Pass is a special login created exclusively for pre-approved professional journalists. It allows a journalist to access content on the platform and use all the powerful search and discovery functionality available. Journalists can excerpt and quote from the content on Smartkarma to enrich and support their articles.


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Apr 26
0

Earnings: Are Positive Surprises Over? – Traders’ Insight

By | Press Coverage

Excerpt: Disclosure: Smartkarma

tradersinsight.news • (Opens in a new window) ⧉

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The Smartkarma Press Pass is a special login created exclusively for pre-approved professional journalists. It allows a journalist to access content on the platform and use all the powerful search and discovery functionality available. Journalists can excerpt and quote from the content on Smartkarma to enrich and support their articles.


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Apr 26
0

Netflix quarterly numbers show a case of willful ignorance: Smartkarma Research

By | Press Coverage

Excerpt: Netflix 1Q22 Results: Revenues of $7.9B (+10% YoY), was 1% below consensus. Operating Income of $2B (25% margin), down 230bps YoY, and ~200M better

Aaron Gabin Smartkarma • (Opens in a new window) ⧉

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The Smartkarma Press Pass is a special login created exclusively for pre-approved professional journalists. It allows a journalist to access content on the platform and use all the powerful search and discovery functionality available. Journalists can excerpt and quote from the content on Smartkarma to enrich and support their articles.


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Apr 26
0

Tata Tele, Sanofi India, Bank of India and other stocks in news today

By | Press Coverage

Excerpt: According to analyst Brian Freitas, who publishes on Smartkarma, Tata Elxsi, Jindal Steel Power and Adani Power could get added to the MSCI index, which could result in inflows of $280.8 millon in Tata Elxsi, $215.3 million in Jindal Steel Power and …

The Times of India – India business • (Opens in a new window) ⧉

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The Smartkarma Press Pass is a special login created exclusively for pre-approved professional journalists. It allows a journalist to access content on the platform and use all the powerful search and discovery functionality available. Journalists can excerpt and quote from the content on Smartkarma to enrich and support their articles.


Request your Press Pass Now