Director, Head of Research, Smartkarma

Pranav Rao

Director, Head of Research

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Bottom-Up

Aurora World Corp. develops, licenses, and merchandises characters.  The Company's character brands include Classic Aurora, Beary Friends, Aurora Baby, and Wish Wing.  Aurora World provides its products mainly to overseas markets. The Company also operates real estate leasing business.

<ul>
<li>Welcome to Curator’s Cut, a fortnightly roundup of standout themes from the 1,200+ insights published over the past two weeks on Smartkarma</li>
<li>In this cut, we look at an Asian toy manufacturer not named Pop Mart or Dream Int'l, the mashup between crypto and equity markets and the takeaways from tracking buybacks</li>
<li>Want to dig deeper? Comment or message on the themes you think should be highlighted next</li>
</ul>


Welcome to Curator’s Cut, a fortnightly roundup of standout themes from the 1,200+ insights published over the past two weeks on Smartkarma
In this cut, we look at an Asian toy manufacturer not named Pop Mart or Dream Int'l, the mashup between crypto and equity markets and the takeaways from tracking buybacks
Want to dig deeper? Comment or message on the themes you think should be highlighted next


Curator's Cut: The Next Labubu, Crypto Equities and Tracking APAC Buybacks

Equity Capital Markets

Contemporary Amperex Technology (CATL) / Equity Capital Markets

Contemporary Amperex Technology Co., Limited. operates as a battery products manufacturing company. The Company produces and sells power battery materials, energy storage batteries energy storage battery cells, systems, and other products. Contemporary Amperex Technology also provides batteries recycling services.

Contemporary Amperex Technology (CATL) (3750 HK)

<ul>
<li>Welcome to Curator’s Cut, a fortnightly roundup of standout themes from the 1,200+ insights published over the past two weeks on Smartkarma</li>
<li>In this cut, we look at Korea's compelling valuation versus AxJ equities, CATL’s blockbuster Hong Kong listing and its market implications, and explore copper's price surge amidst Chinese demand</li>
<li>Want to dig deeper? Comment or message with the themes you think should be highlighted next</li>
</ul>


Welcome to Curator’s Cut, a fortnightly roundup of standout themes from the 1,200+ insights published over the past two weeks on Smartkarma
In this cut, we look at Korea's compelling valuation versus AxJ equities, CATL’s blockbuster Hong Kong listing and its market implications, and explore copper's price surge amidst Chinese demand
Want to dig deeper? Comment or message with the themes you think should be highlighted next


Curator's Cut: Korea's Value, CATL's Charge and Copper's Surge

Auntea Jenny (Shanghai) Industrial / Equity Capital Markets

Auntea Jenny (Shanghai) Industrial Co., Ltd. manufactures and distributes beverages. The Company produces grain tea, milk tea, freshly squeezed fruit tea, and other products. Auntea Jenny (Shanghai) Industrial also offers catering, alcohol products sales, and other services.

Auntea Jenny (Shanghai) Industrial (2589 HK)

<ul>
<li>Welcome to Curator’s Cut, a fortnightly roundup of standout themes from the 1,200+ insights published over the past two weeks on Smartkarma</li>
<li>In this cut, we look through the <em>bubble </em>in Chinese tea company listings, the recent entertainment provided by Japanese M&amp;A situations and the varied ways analysts look at TSMC on Smartkarma</li>
<li>Want to dig deeper? Comment or message with the themes you think should be highlighted next time</li>
</ul>


Welcome to Curator’s Cut, a fortnightly roundup of standout themes from the 1,200+ insights published over the past two weeks on Smartkarma
In this cut, we look through the bubble in Chinese tea company listings, the recent entertainment provided by Japanese M&amp;A situations and the varied ways analysts look at TSMC on Smartkarma
Want to dig deeper? Comment or message with the themes you think should be highlighted next time


Curator's Cut: "Bubble" Tea, Japan M&A 🍿and TSMC from Different Lenses

Pranav Rao
Director, Head of Research
• Smartkarma

Curator's Cut: The Next Labubu, Crypto Equities and Tracking APAC Buybacks

In this cut, we look at an Asian plush toy manufacturer not named Pop Mart or Dream Int'l, the mashup between crypto and equity markets and the...

Pranav Rao

Curator's Cut: Korea's Value, CATL's Charge and Copper's Surge

This week's Curator's Cut highlights Korea's relative valuation, CATL's listing, and copper's surge. Share your thoughts on what themes should be...

Pranav Rao

Curator's Cut: "Bubble" Tea, Japan M&A 🍿and TSMC from Different Lenses

Introducing the Curator's Cut fortnightly newsletter, featuring interesting themes from the Smartkarma network. Share your thoughts!

Pranav Rao

Curator's Cut: The Next Labubu, Crypto Equities and Tracking APAC Buybacks

In this cut, we look at an Asian plush toy manufacturer not named Pop Mart or Dream Int'l, the mashup between crypto and equity markets and the...

Pranav Rao

Curator's Cut: Korea's Value, CATL's Charge and Copper's Surge

This week's ​Curator's Cut highlights Korea's relative valuation, CATL's listing, and copper's surge. Share your thoughts on what themes should be...

Pranav Rao

Curator's Cut: "Bubble" Tea, Japan M&A 🍿and TSMC from Different Lenses

​Introducing the Curator's Cut fortnightly newsletter, featuring interesting themes from the Smartkarma network. Share your thoughts!

Pranav Rao

This week's Curator's Cut highlights Korea's relative valuation, CATL's listing, and copper's surge. Share your thoughts on what themes should be...

Introducing the Curator's Cut fortnightly newsletter, featuring interesting themes from the Smartkarma network. Share your thoughts!