From Nippon Yusen to AEM to Alibaba here's what you need to know this week.
The Smartkarma Weekly Starter is a newsletter published every Sunday and pulls together the top research notes published over the last 7-days from across our platform.
In this week's edition of the Smartkarma Weekly Starter, we get a quick rundown on the top engaged insights for the week.
Start your week off on the right foot with:
We remain bullish. The stock has performed well this year and but 13x EV/EBIT seems reasonable given the structural drivers
By Mark Chadwick in Equity Bottom-Up
Li Auto, Link REIT, China Mengniu, Hang Lung Properties, and Galaxy Entertainment are massive laggards YTD but the recent rebound from the trough is limited. We see opportunities for them to catch up.
By Osbert Tang, CFA in Thematic (Sector/Industry)
Nippon Yusen today announced erns, guidance, a div hike, and an added buyback to last year's new MTMP. The stock reacted well. The buyback is optically big, actually smaller, and details matter.
By Travis Lundy in Event-Driven
We believe consensus overstates margin pressure for Alibaba March quarter results, which will usher in an mild earnings recovery cycle that lead us to see 50% upside to current price.
领英推荐
By Eric Chen in Equity Bottom-Up
We believe Alibaba has been actively raising its revenue growth, but this the effect cannot be seen in the short run. We conclude the stock has an upside of 46% and a price target of US$120.
By Ming Lu in Equity Bottom-Up
The initial market reaction may be negative, we would use that as an opportunity to buy into the stock for the cyclical upturn in FY3/26.
By Mark Chadwick in Equity Bottom-Up
AEM posted a very weak quarter. Business should improve dramatically by FY25. Long-term investors should accumulate aggressively on current weakness.
By Nicolas Van Broekhoven in Equity Bottom-Up
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Chairman / Former President of Executive Committee in the Pakistan Association of the Deaf
10 个月*Congratulations on the New Executive Committee.* #PAD #EC #BOARD #OFFIXEBEARER #ExecutiveCommittee https://www.dhirubhai.net/posts/asif-amin-farooqi-826b561b8_pad-ec-board-activity-7148942553336254464-kELY?utm_source=share&utm_medium=member_desktop