Smartkarma

💡 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. Lonking Holdings (A small cap stock in China's Industrials sector): • Value: 5/5 • Dividend: 5/5 • Growth: 5/5 • Resilience: 5/5 • Momentum: 5/5 🟢 SMART SCORE: 5/5 (More analytics here: on.skr.ma/499kL3n) -- 2. Readyplanet (A nano cap stock in Thailand's Information Technology sector): • Value: 3/5 • Dividend: 5/5 • Growth: 5/5 • Resilience: 5/5 • Momentum: 5/5 🟢 SMART SCORE: 4.6/5 (More analytics here: on.skr.ma/4sc8lRp) -- 3. Namyong Terminal (A micro cap stock in Thailand's Industrials sector): • Value: 3/5 • Dividend: 5/5 • Growth: 5/5 • Resilience: 4/5 • Momentum: 5/5 🟢 SMART SCORE: 4.4/5 (More analytics here: on.skr.ma/3PzxVlP) -- 4. Edison International (A large cap stock in United States's Utilities sector): • Value: 4/5 • Dividend: 5/5 • Growth: 5/5 • Resilience: 3/5 • Momentum: 5/5 🟢 SMART SCORE: 4.4/5 (More analytics here: on.skr.ma/4sc8nbZ) -- 5. Texwinca Holdings (A micro cap stock in Hong Kong's Consumer Discretionary sector): • Value: 4/5 • Dividend: 4/5 • Growth: 5/5 • Resilience: 4/5 • Momentum: 5/5 🟢 SMART SCORE: 4.4/5 (More analytics here: on.skr.ma/4sc8nJ1) --

After a turbulent post-pandemic period, the glove industry is entering a new phase.. Recovery is underway, but shaped by efficiency, cost discipline, and intensifying competition on the global stage. Learn more: skr.ma/7CdRY

🎉 Congratulations to Andy on posting their 600th Insight on Smartkarma! Discover more about Andy and their research here: on.skr.ma/3CVMD04 As the Smartkarma network continues to expand, we are grateful to be joined by independent analysts such as Andy, 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

Are Indonesian equities stabilising after recent dislocations? Where are the next opportunities emerging? In this Curator's Cut, we explore: • Signs of stability returning to Indonesian equities and value emerging in financials • The continued surge in capital deployment across data center infrastructure • Shipping markets entering a volatile but potentially profitable phase amid shifting global trade flows From ASEAN equity rotations to AI-driven infrastructure demand and evolving tanker dynamics, this roundup captures where capital and conviction are building. 🎧 Prefer listening over reading? The Curator's Cut is now available here: on.skr.ma/4tlfM9Y Disclaimer: This content is for informational purposes only and does not constitute investment advice. #CuratorsCut #Indonesia #Data #Shipping #APAC #Equities #Smartkarma

🗓 #webinaralert Happening today @ 11 AM SGT We go live with Geo Energy Group's management team to chat about their latest revenue surge, upcoming catalysts, and the promising infrastructure project that may reshape their earnings profile. 🔗 Don't miss it: https://lnkd.in/dJtkFiGd #sgxstocks #geoenergy #coal #webinar #smartkarma

🔓 Highlighting one of our most-read Company Primers for the week: Primer: UBS Group (UBSG SW) - Mar 2026 • UBS has positioned itself as the leading global wealth manager through the acquisition of Credit Suisse, creating a significant scale advantage. • The integration of Credit Suisse is progressing ahead of schedule, aiming for USD 13 billion in cost savings, crucial for future profitability. • Despite strong financials, UBS faces risks from regulatory scrutiny and inherited litigation issues from Credit Suisse. Powered by Smartkarma’s AI (“⍺SK”) and proprietary datasets, Primers collate, curate, and analyse years of data and information into a structured, investor-oriented format — in under two minutes. Register to read for free. on.skr.ma/48fQIc1

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/4bYar13 • Tech Hardware and Semiconductor: on.skr.ma/4bSITKx • Event-Driven and Index Rebalance: on.skr.ma/4dPEHxE • Macro and Cross Asset Strategy: on.skr.ma/4bUqs86 • Equity Derivatives: on.skr.ma/4bSEIy6 Sign up for free to receive our Weekly Top Ten Newsletters directly in your inbox.

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) UK Inflation Excess Survives Reweighting "Updated inflation basket weightings can shift the inflation outlook without any new fundamental shock. The seasonal and trend outlook is..." — by Phil Rush (Read in full: on.skr.ma/4sWOGpT) 2) Steno Signals #187 – Remember August & September 2024? Tariffs are to blame "Friday’s bizarre scenes in the Oval Office will take some time to digest for all involved counterparties. I don’t feel in a position to judge..." — by Andreas Steno (Read in full: on.skr.ma/3Q47t3E) 3) Bessent Gets His Wish, But Not In A Good Way "The U.S. economy is increasingly dependent on the high-end consumer, whose wealth is reliant on continuing increases in stock and property prices. But cracks are appearing in both markets" — by Cam Hui (Read in full: on.skr.ma/4teIFVc) 4) Indonesia’s Middle-Class Squeeze a Long Time Coming "Indonesia's shrinking middle class stems from stubborn economic woes, including reliance on extractive industries and restrictive FDI policies, posing a threat to the country's stability." — by Manu Bhaskaran (Read in full: on.skr.ma/41vSt11) 5) US Tariff Uncertainty Will Be Prolonged, but Markets Expect Easier Global Monetary Policy "Uncertainty attached to the Trump administration's trade policy will be protracted. Fed policy will be impacted by core inflation trends, while foreign central banks are expected to ease policy." — by Said Desaque (Read in full: on.skr.ma/3O6MDQD) 6) The Drill: Approaching the End of the Tariff and Peace Trades? "Welcome to our weekly editorial on everything geopolitics- and commodities! We are approaching the “Liberation Day” on Apr 2 where we will..." — by Mikkel Rosenvold (Read in full: on.skr.ma/4sypPZ7)

🎙️ New pvtIQ podcast exploring how Vantage Data Centers is powering the infrastructure behind the AI revolution. Catch other episodes here: https://lnkd.in/gEPffurS

Caixin Global on Smartkarma - CX Daily: China’s Plan to Tackle Weak Demand, Low Inflation Uncover the story here: on.skr.ma/4bPqVsm __ Get timely and in-depth access to Caixin Global’s leading news platform and Smartkarma Plus’ institutional-level investment Insight for only $374.99. Follow this link for more: on.skr.ma/472RaHQ