Ying Pan

Jan 12, 2025 | smartkarma.com | Sudarshan Bhandari |Eric Wen |Ying Pan

In today’s briefing:#86 India Insight: Microfinance Grows 7.6%, Nippon AMC Fund Launch, FHRAI Challenges Swiggy, ZomatoBlue Lotus China Growth Equity Weekly (2/2025): Tesla Heading into a Different Chinese EV MarketBlue Lotus Non-US Internet Weekly Wrap (2/2025): Tencent’s Inclusion and Exclusion from US Sanctions#86 India Insight: Microfinance Grows 7.6%, Nippon AMC Fund Launch, FHRAI Challenges Swiggy, ZomatoThe microfinance sector sees 7.6% YoY growth, but quarterly loan book shrinks by 4.3%.

Nov 24, 2024 | smartkarma.com | Henry Soediarko |Nicolas Baratte |Ying Pan |Ming Lu

In today’s briefing: Travelsky (696): Sleepy Giant Tech News This Week: Smartphone, Mediatek, Nvidia, Qualcomm, TSMC, Super Micro, SK Hynix, Samsung Takasago Thermal Engineering (1969): Start of Multi-Year Bull [Kuaishou (1024 HK, BUY, TP HK$72) TP Change]: C3Q24 Review: Value Stocks Face Picky Investors China Consumption Weekly (25 Nov 2024): Xiaomi, Haier, Autohome, Xpeng, Full Truck, Tongcheng MT/Meituan (3690 HK) 3Q24 Earnings Preview: Upside Narrowed to 50% Nameson Holdings (1982 HK) H1...

Nov 20, 2024 | smartkarma.com | Ying Pan |Baptista Research |Ming Lu |Nicolas Baratte

In today’s briefing:[Alibaba (BABA US, BUY, TP US$120) Earnings Review]: Progress Made, Better Times AheadTesla’s Big Bet: Why Trump’s Autonomous Push Could Supercharge Their Future!KS / Kuaishou (1024 HK): 3Q24, Ad and E-Commerce Strong, Margins ImprovedNvidia: Maybe a Few Short-Term Concerns but Blackwell Looks like a Step Function UpwardsQualcomm Investor Day: Based on Management Forecasts, Best Case 13% Operating Profit Cagr to FY29Honda Faces Profit Crunch: Rising Costs vs.

Nov 16, 2024 | smartkarma.com | Angus Mackintosh |Ying Pan |Tina Banerjee |Baptista Research

In today’s briefing: Sea Ltd (SE US) – Firing Profitability On All Segments [Tencent (700 HK, BUY, TP HK$518) TP Change]: C3Q24 Review: Performance In-Line with Catalysts 2024 High Conviction Update: Asahi Intecc (7747 JP)- Medical Division Drives Q1 Result GXO Logistics Inc.: Expanding E-Fulfillment Capabilities to Set New Standards! – Major Drivers Howmet Aerospace Inc.: Capitalizing on Explosive Commercial Aerospace Growth for 2025! – Major Drivers Toyota Motor Corporation: Their...

Jan 17, 2024 | nature.com | Ying Pan

AbstractPoverty eradication is the first goal on the United Nations’ list of 17 Sustainable Development Goals (SDGs).