Smartkarma Research Network

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    • Smartkarma Research NetworkSmartkarma Research Network
      ·04-27 21:55

      A/H Premium Tracker (To 26 Apr 2024):  Best Week in a LONG Time for Hs Vs As - Time To Get Long H/A

      ⬆ $China Life Insurance Co H(02628)$ - AH Premia have finally turned a corner. Weeks of bouncing back and forth has led to lower premia, especially on average as wider spreads narrow more sharply than narrow spreads. Get long H vs A. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/a-h-premium-tracker-to-26-apr-2024-best-week-in-a-long-time-for-hs-vs-as-time-to-get-long-h-a?utm_source=tiger_community By Travis Lundy, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/travis-lundy?utm_source=tiger_community On China Life Insurance Co H (02628):- https://www.smartkarma.com/entities/china-life-insurance-co-ltd-9f877d22-7cf7-4b00-b525-cec71139f369?utm_source=tiger_community
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      A/H Premium Tracker (To 26 Apr 2024):  Best Week in a LONG Time for Hs Vs As - Time To Get Long H/A
    • Smartkarma Research NetworkSmartkarma Research Network
      ·04-27 21:50

      HK Connect SOUTHBOUND Flows (To 26 Apr 2024); Strong Net Buying on Banks/Energy Telco SOEs. Again.

      ⬆ $Tencent(00700)$ - A decent flow week. Net buying every day. That's 20 days in a row. Some may be Central Huijin buying. HK stocks had a HUGE up week. It was probably foreign accounts jumping onto a trend change Continue reading on Smartkarma:- https://www.smartkarma.com/insights/hk-connect-southbound-flows-to-26-apr-2024-strong-net-buying-on-banks-energy-telco-soes-again?utm_source=tiger_community By Travis Lundy, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/travis-lundy?utm_source=tiger_community On Tencent (00700):- https://www.smartkarma.com/entities/tencent-holdings-ltd?utm_source=tiger_community
      34.20KComment
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      HK Connect SOUTHBOUND Flows (To 26 Apr 2024); Strong Net Buying on Banks/Energy Telco SOEs. Again.
    • Smartkarma Research NetworkSmartkarma Research Network
      ·04-27 19:17

      Memory Monitor: What SK Hynix Sees For PC and Server Markets Ahead; TSMC's Strength Vs. Samsung

      ⬆ $Taiwan Semiconductor (TSMC) - ADR(TSM)$ - Major take-aways from SK Hynix's latest industry visibility. The memory industry is likely to achieve a new all-time revenue level in 2025E. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/memory-monitor-what-sk-hynix-sees-for-pc-and-server-markets-ahead-tsmc-s-strength-vs-samsung?utm_source=tiger_community By Vincent Fernando, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/vincent-fernando-cfa-f29d1c28-fc02-4296-afcd-5e900f012d86?utm_source=tiger_community On Taiwan Semiconductor (TSMC) - ADR (TSM):- https://www.smartkarma.com/entities/taiwan-semiconductor-sp-adr?utm_source=tiger_community
      37.29KComment
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      Memory Monitor: What SK Hynix Sees For PC and Server Markets Ahead; TSMC's Strength Vs. Samsung
    • Smartkarma Research NetworkSmartkarma Research Network
      ·04-27 15:54

      [Xiaomi (1810 HK, BUY, TP HK$20) Rating Change]: Xiaomi EV Came at the Right Time of Consolidation

      ⬆ $Xiaomi Corp(01810)$ - Xiaomi surprised during the Investor Day by guiding SU7 gross margin of 5-10%. Delivery guidance also surprised to ship 100k units in 2024. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/xiaomi-1810-hk-buy-tp-hk-20-rating-change-xiaomi-ev-came-at-the-right-time-of-consolidation?utm_source=tiger_community By Eric Wen, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/eric-wen?utm_source=tiger_community On Xiaomi Corp (01810):- https://www.smartkarma.com/entities/xiaomi-corp?utm_source=tiger_community
      37.32KComment
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      [Xiaomi (1810 HK, BUY, TP HK$20) Rating Change]: Xiaomi EV Came at the Right Time of Consolidation
    • Smartkarma Research NetworkSmartkarma Research Network
      ·04-27 07:11

      AGBA - A transformational deal

      ⬆ $AGBA Group Holding (AGBA)$ - On 18 April, AGBA announced a surprise deal to acquire 100% of Triller Corp, a global AI-driven social video platform, in an all-stock transaction.... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/agba-a-transformational-deal?utm_source=tiger_community By Edison Investment Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/edison-investment-research?utm_source=tiger_community On AGBA Group Holding (AGBA):- https://www.smartkarma.com/entities/agba-group-holding-ltd?utm_source=tiger_community
      38.43KComment
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      AGBA - A transformational deal
    • Smartkarma Research NetworkSmartkarma Research Network
      ·04-27 07:00

      Wex Inc (WEX) - Friday, Jan 26, 2024

      ⬆ $Wex Inc(WEX)$ - WEX's growth is driven by share gains, technology add-ons, and price increases, making it an attractive investment opportunity Continue reading on Smartkarma:- https://www.smartkarma.com/insights/wex-inc-wex-friday-jan-26-2024?utm_source=tiger_community By Value Investors Club, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/value-investors-club?utm_source=tiger_community On Wex Inc (WEX):- https://www.smartkarma.com/entities/wex-inc?utm_source=tiger_community
      38.44KComment
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      Wex Inc (WEX) - Friday, Jan 26, 2024
    • Smartkarma Research NetworkSmartkarma Research Network
      ·04-27 02:40

      ATNI: Show Me Story of Free Cash Flow

      ⬆ $ATN International(ATNI)$ - ATNI did not achieve positive free cash flow in Q1 and reduced full year adjusted EBITDA by approximately 4.4 percent. The underperformance has made ATNI a "show me" story. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/atni-show-me-story-of-free-cash-flow?utm_source=tiger_community By Hamed Khorsand, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/hamed-khorsand?utm_source=tiger_community On ATN International (ATNI):- https://www.smartkarma.com/entities/atn-international-inc?utm_source=tiger_community
      39.22KComment
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      ATNI: Show Me Story of Free Cash Flow
    • Smartkarma Research NetworkSmartkarma Research Network
      ·04-27 02:35

      GTX: Humming and Flowing

      ⬆ $Garrett Motion(GTX)$ - First quarter sales declined from a year ago, but GTX managed to maintain its adjusted EBITDA margin and generate positive free cash flow to repurchase stock Continue reading on Smartkarma:- https://www.smartkarma.com/insights/gtx-humming-and-flowing?utm_source=tiger_community By Hamed Khorsand, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/hamed-khorsand?utm_source=tiger_community On Garrett Motion (GTX):- https://www.smartkarma.com/entities/garrett-motion-inc?utm_source=tiger_community
      39.30KComment
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      GTX: Humming and Flowing
    • Smartkarma Research NetworkSmartkarma Research Network
      ·04-26 23:46

      1Q24 Follow-Up: '25E EPS Unchanged; Maintain Market Perform

      ⬆ $South State(SSB)$ - We maintain our Market Perform rating on SSB shares following 1Q24 results that exceeded our forecasts/consensus on a core EPS/PPNR basis but... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/1q24-follow-up-25e-eps-unchanged-maintain-market-perform-344d3a1f-d409-4273-8611-531e3b74a52f?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On South State (SSB):- https://www.smartkarma.com/entities/south-state-corp?utm_source=tiger_community
      39.23KComment
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      1Q24 Follow-Up: '25E EPS Unchanged; Maintain Market Perform
    • Smartkarma Research NetworkSmartkarma Research Network
      ·04-26 23:31

      1Q24 Recap: EPS Miss Dings the Stock, but Outlook and Execution Remains Solid

      ⬆ $Exxon Mobil(XOM)$ - While shy of sell-side estimates, Exxon’s 1Q results show continued execution and improved unit-level profitability versus prior cycles. Solid... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/1q24-recap-eps-miss-dings-the-stock-but-outlook-and-execution-remains-solid?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On Exxon Mobil (XOM):- https://www.smartkarma.com/entities/exxon-mobil-corp?utm_source=tiger_community
      39.26KComment
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      1Q24 Recap: EPS Miss Dings the Stock, but Outlook and Execution Remains Solid
       
       
       
       

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