Smartkarma

Big news – We’re glad to share that Smartkarma has acquired Helixtap Technologies, expanding our reach in the global commodities market. This marks a key milestone for us, enhancing our market presence and proprietary data services across critical global commodity supply chains. With Helixtap’s expertise in natural rubber, automotive, and EV industries, Smartkarma users will gain access to even more specialized insights and analytics to support their investment strategies. We are equally excited to welcome Farah M., CEO of Helixtap, and the entire Helixtap team to the Smartkarma family. 🎉 Want to know more? Check out the video below and see the full story here: https://on.skr.ma/47ddeAK #MovingMarketsTogether

💡 Five companies that deserve your attention this week, based on their respective Smartkarma SmartScores. SmartScore is a compound score for a company, indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor Scores (Value, Dividend, Growth, Resilience & Momentum) computed by Smartkarma. 1. Cosco Capital (A small cap stock in Philippines's Consumer Staples sector): • Value: 5/5 • Dividend: 5/5 • Growth: 3/5 • Resilience: 5/5 • Momentum: 5/5 🟢 SMART SCORE: 4.6/5 (More analytics here: on.skr.ma/42taQWc) -- 2. Greatview Aseptic Packaging (A small cap stock in China's Materials sector): • Value: 5/5 • Dividend: 5/5 • Growth: 4/5 • Resilience: 4/5 • Momentum: 4/5 🟢 SMART SCORE: 4.4/5 (More analytics here: on.skr.ma/3Apf70H) -- 3. UOB Kay Hian Holdings (A small cap stock in Singapore's Financials sector): • Value: 3/5 • Dividend: 4/5 • Growth: 5/5 • Resilience: 5/5 • Momentum: 5/5 🟢 SMART SCORE: 4.4/5 (More analytics here: on.skr.ma/42R9Mf9) -- 4. Yangzijiang Shipbuilding (A mid cap stock in Singapore's Industrials sector): • Value: 3/5 • Dividend: 4/5 • Growth: 4/5 • Resilience: 5/5 • Momentum: 5/5 🟢 SMART SCORE: 4.2/5 (More analytics here: on.skr.ma/3zsc8El) -- 5. Barclays PLC (A large cap stock in United Kingdom's Financials sector): • Value: 4/5 • Dividend: 2/5 • Growth: 5/5 • Resilience: 5/5 • Momentum: 5/5 🟢 SMART SCORE: 4.2/5 (More analytics here: on.skr.ma/4haInco) --

Happy Chinese New Year! Hope the year is filled with boundless blessings for everyone. 🌟

As the month draws to a close, we wanted to resurface a few high-impact macro Insights that drew engagement from our network this time last year. Our Insight Providers have kindly agreed to remove the paywall on these Insights, so you can now read these in full and uncover how their theses played out. 1) Global Liquidity And The US Fed Pivot "What are the prospects for Global Liquidity in 2024? We expect Global Liquidity to expand by a further US$12-15 trillion, following last year’s near US$5 trillion rise to US$167 trillion." — by Michael J. Howell (Read in full: on.skr.ma/3EhhsNu) 2) Energy Cable #51: Tensions Increasing Fast in the Red Sea "Happy New Year everybody and welcome to this year’s first edition of the Energy Cable. Crude oil prices started rallying into and over the..." — by Andreas Steno (Read in full: on.skr.ma/3PUCgwy) 3) 29 Reasons to Be Bullish "A bottom-up scan of stock charts shows over 29 stocks with bullish technical patterns consisting of uptrends or breakouts from multi-month bases with strong potential upsides." — by Cam Hui (Read in full: on.skr.ma/4gmTnln) 4) Global Policy Isn't Squeezing That Tight "PMIs show surprising strength, with recovery prolonging inflationary excess demand. Low and stable unemployment suggests rates aren't far above neutral, postponing cuts and limiting their extent." — by Phil Rush (Read in full: on.skr.ma/4aAMQCq) 5) What’s next in the Red Sea and Taiwan? "Welcome to the second Great Game of the year. What an action-packed start to 2024 we’ve had in geopolitics, and the coming weeks are looking no..." — by Mikkel Rosenvold (Read in full: on.skr.ma/3WC7Frg) 6) Taiwan Politics: New President Enters the Job with a Daunting In-Tray "As the dust settles from a competitive presidential race, Taiwan's incoming president will have to navigate a tricky economic and geopolitical environment." — by Manu Bhaskaran (Read in full: on.skr.ma/3WBxurK) 7) US Political Backdrop Raises Risks of Fiscal and Monetary Policies Reflating the Economy "Easier US fiscal and monetary stances in 2024 raise the risks of reflation. Political pressure on the Fed will rise from the Biden Administration which seeks to avoid a repeat of 1992's events." — by Said Desaque (Read in full: on.skr.ma/4gbScp7)

🎉 Congratulations to Angus on posting their 1300th Insight on Smartkarma! Discover more about Angus and their research here: on.skr.ma/3PSKvti As the Smartkarma network continues to expand, we are grateful to be joined by independent analysts such as Angus, to strengthen the breadth and depth of research on Smartkarma. If you're also a research provider seeking seeking global distribution for your written research, and high-touch premium services, follow this link: on.skr.ma/47BqKNt

💡 Explore More in This Week’s Trending Podcast on Smartkarma We’re Back. And so are Mega Deals Key Points: • Rumors of a potential merger between Glencore and Rio Tinto, which would be the largest mining M&A deal ever • Talks were reported to have occurred in the second half of last year but are not currently active • Both companies have London listings and did not comment on the rumors, indicating a potential window of no talking due to UK takeover rules 🎧 Don't miss out and tune in to the full conversation on Smartkarma. on.skr.ma/4hrAQW6

🎉 Congratulations to Said on posting their 400th Insight on Smartkarma! Discover more about Said and their research here: on.skr.ma/42u7Clb As the Smartkarma network continues to expand, we are grateful to be joined by independent analysts such as Said, to strengthen the breadth and depth of research on Smartkarma. If you're also a research provider seeking seeking global distribution for your written research, and high-touch premium services, follow this link: on.skr.ma/47BqKNt

Latest edition of Smartkarma’s Weekly Top Ten Newsletters is out. These weekly newsletters pull together summaries of the top ten most-read Insights across the following content verticals on Smartkarma: • Equity Capital Markets: on.skr.ma/40NVeLE • Tech Hardware and Semiconductor: on.skr.ma/3Cqj3Qs • Event-Driven and Index Rebalance: on.skr.ma/3WvBM3K • Macro and Cross Asset Strategy: on.skr.ma/4h9z7VP Sign up for free to receive our Weekly Top Ten Newsletters directly in your inbox.

🎉 Congratulations to Jesus on posting their 800th Insight on Smartkarma! Discover more about Jesus and their research here: on.skr.ma/4aWxaIw As the Smartkarma network continues to expand, we are grateful to be joined by independent analysts such as Jesus, to strengthen the breadth and depth of research on Smartkarma. If you're also a research provider seeking seeking global distribution for your written research, and high-touch premium services, follow this link: on.skr.ma/47BqKNt

🎉 Congratulations to Manu on posting their 900th Insight on Smartkarma! Discover more about Manu and their research here: on.skr.ma/42mHf0D As the Smartkarma network continues to expand, we are grateful to be joined by independent analysts such as Manu, to strengthen the breadth and depth of research on Smartkarma. If you're also a research provider seeking seeking global distribution for your written research, and high-touch premium services, follow this link: on.skr.ma/47BqKNt