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James Tao

Markets / Video

Evening Report: ASX 200 ends lower despite afternoon rally

June 29, 2021 - by James Tao

There was a sense of déjà vu for local investors with the Aussie market performing similarly to Monday’s action. Like yesterday, the ASX 200 fell early only to turn things around in the afternoon and finish with a modest decline.

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Markets / Video

Evening Report: ASX falls as Sydney COVID cluster grows

June 23, 2021 - by James Tao

The Aussie market has continued its inconsistent week with the ASX 200 easing after yesterday’s big rally. Sentiment was dented by new restrictions in greater Sydney as the COVID cluster grows. Travel stocks were among decliners.

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Markets / Video

Evening Report: ASX claws back most of Monday’s losses

June 22, 2021 - by James Tao

The index rallied 107 pts or 1.5% to 7,342 as investors continue to digest comments from US Federal Reserve officials.

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Markets / Video

Evening Report: New highs for the ASX 200 but miners fall on China reports

June 16, 2021 - by James Tao

The ASX 200 has risen for a fourth session in a row with the index hitting a new intraday record high before finishing with a closing high.

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Markets / Video

Morning Report: US sharemarkets were mixed on Monday

June 15, 2021 - by James Tao

The Dow Jones index closed down by 86 points or 0.3%. But the S&P 500 index rose by 0.2% to a record closing high. And the Nasdaq index was higher by 105 points or 0.7%, hitting an all-time closing high.

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Markets / Video

Evening Report: ASX lifts ahead of key US inflation release

June 10, 2021 - by James Tao

The Aussie market managed a moderate improvement on Thursday with investors awaiting key US inflation data to be released tonight. The ASX 200 still finished on a record closing high of 7,302.5.

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Markets / Video

Evening Report: ASX 200 edges higher led by tech gains

June 8, 2021 - by James Tao

The ASX 200 has managed to etch out a small gain of 10pts or 0.15% to close at 7,292. The index hit another all-time high earlier in the session but was hampered by losses for several banks and the big miners.

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Markets / Video

Evening Report: ASX 200 fades from all-time highs to close lower

June 7, 2021 - by James Tao

The Aussie market enjoyed early gains to hit another record intraday high, before fading to finish the day lower by 13 points or 0.2% at 7,282.

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Markets / Video

Evening Report: ASX 200 rises to fresh highs buoyed by energy & bank stocks

June 3, 2021 - by James Tao

The ASX 200 has hit fresh highs on Thursday as energy & banking stocks led broad improvements. US based BNPL provider Sezzle (SZL) sizzled with a 7% surge while Wesfarmers (WES) fell as it held a strategy briefing day.

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Markets / Video

Evening Report: ASX starts June in the red while RBA remains on hold

June 1, 2021 - by James Tao

The Aussie market fell for second successive session starting the month of June with a small decline. The ASX 200 was down as much as 44pts or 0.6% before recovering a touch to a loss of 19ts or 0.27% at 7,142.

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Markets / Video

Lunch Report: ASX softer to start June

June 1, 2021 - by James Tao

The Aussie market is weaker for a second successive session with the ASX 200 falling close to 0.5% at midday. Losses have been across most of the market led by banks and healthcare declines.

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Markets / Video

Evening Report: ASX 200 falls after hitting new record high

May 31, 2021 - by James Tao

The Aussie market has finished May with a slight drop as the ASX 200 fell 18pts or 0.25% to 7,161. The benchmark index still rose 1.93% in May, lifting for an 8th month in a row.

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Markets / Video

Lunch Report: ASX 200 hits new record high

May 31, 2021 - by James Tao

The Aussie market briefly topped 7,200pts for the first time this morning, eclipsing its previous record last Feb. But the index hasn’t managed to stay there and is now back in negative territory for the session so far.

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Markets / Video

Evening Report: ASX ends winning run as miners weigh

May 26, 2021 - by James Tao

The ASX 200 snapped its recent 4-day winning streak with the benchmark index falling 22.7pts or 0.3% as miners weighed heavily. Losses for the iron ore heavyweights outweighed gains across technology and communication stocks.

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Markets / Video

Lunch Report: ASX overcomes early jitters to be higher at lunch

May 26, 2021 - by James Tao

The ASX 200 is firmer at lunch having overcome a soft start. Local shares followed Wall Street lower early on but has since been supported by gains for technology and banks in particular. Commonwealth Bank (CBA) has topped $100/share for the first time ever.

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Markets / Video

Evening Report: ASX extends winning run to a fourth day

May 25, 2021 - by James Tao

The ASX 200 improved for a fourth day running with a gain of 69pts or 1% to 7,115. Improvements were widespread with financials, retail & communications some of the best performers. Gold miners were some of the major losers.

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Markets / Video

Lunch Report: ASX lifting for fourth consecutive session

May 25, 2021 - by James Tao

The Aussie market is firmer again on Tuesday as it extends its winning run into a fourth day. Gains have been broad with heavyweight sectors financials, health & materials doing much of the grunt work. Commonwealth Bank (CBA) has hit new highs and is closing in on $100/share.

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Markets / Video

Evening Report: ASX slumps 1.9% to 1-month low

May 19, 2021 - by James Tao

The local market was awash with red as the ASX 200 slumped 1.9% or 134 points, suffering its worst decline in close to 3-months. Every sector closed in negative territory with close to 90% of the top 200 stocks in decline.

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Markets / Video

Evening Report: ASX edges higher to start the week

May 17, 2021 - by James Tao

Local shares closed Monday’s session with a small improvement. The ASX 200 ended 9pts or 0.13% higher at 7,023. Energy and gold mining stocks were some of the biggest improvers.

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Markets / Video

Lunch Report: ASX rising at lunch

May 17, 2021 - by James Tao

Aussie shares are firmer to start the week with the ASX 200 adding to last Friday’s gains. Most sectors are climbing with gold miners among the big winners while energy stocks also advance on a new Government Fuel Support Agreement.

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Markets / Video

Evening Report: ASX 200 hits record closing high

May 10, 2021 - by James Tao

The ASX 200 index is now only 25pts away from hitting its all-time record highs after it managed to eclipse its previous closing record high today. Miners led what was a strong session for local shares.

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Markets / Video

Lunch Report: Market jumps at lunch as miners lead improvements

May 10, 2021 - by James Tao

The ASX 200 is closing in on its all-time highs of last February on a mining led rally to start the week. Record high iron ore prices is pushing major miners while Star Entertainment & Crown Resorts are jumping on a proposed merger.

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Markets / Video

Evening Report: ASX falls as travel & tech stocks fall sharply

May 6, 2021 - by James Tao

The Aussie market has snapped its three day winning run with the ASX falling on concerns over increased COVID restrictions in Greater Sydney. The ASX 200 fell 34pts or 0.5% as technology and travel stocks were some of the hardest hit names.

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Markets / Video

Lunch Report: ASX falls as NSW introduces new COVID restrictions

May 6, 2021May 7, 2021 - by James Tao

Despite a firmer open, the ASX 200 is in the red around midday with broad declines led by tech, travel & big banks. Strength in miners is providing a level of support as shares fell on news of the introduction of new restrictions for greater Sydney.

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Markets / Video

Evening Report: ASX lifts as RBA upgrades forecasts but remains on hold

May 4, 2021 - by James Tao

Aussie shares have closed higher for a second day in a row. The ASX 200 rose 39pts or 0.56% to 7,068 as energy and mining stocks outperformed. Gold miners were some of the big winners for the day. Tech was again the major laggard.

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Markets / Video

Evening Report: Banks stand out as ASX closes flat

May 3, 2021 - by James Tao

In what was a rather flat day to start the week and month,. the major banks were the big improvers led by Westpac (WBC), which impressed investors with its first half profit results. Technology and resources weighed most as most sectors fell.

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Markets / Video

Evening Report: ASX 200 inching closer towards pre-COVID highs

April 29, 2021 - by James Tao

The ASX 200 rose to fresh 14-month highs today as it continues to inch towards the record levels of February last year. Technology and resources were among the main contributor to broader gains while Woolworths (WOW) was a weight.

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Markets / Video

Evening Report: ASX lifts on weaker than expected inflation

April 28, 2021 - by James Tao

The Aussie market responded positively to today’s weaker than expected March Quarter inflation numbers as it gives the RBA less reason to lift rates sooner. Most sectors rose with financials, energy and property among the standouts.

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Markets / Video

Lunch Report: Aussie market lifts on weaker inflation while AUD falls

April 28, 2021 - by James Tao

Local shares have lifted following weaker than expected March Qtr inflation numbers. Financials, energy and property stocks are among the best performers while miners lag behind. There have been plenty of companies releasing quarterly updates.

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Markets / Video

Evening Report: ASX falls on quiet day’s trade

April 26, 2021 - by James Tao

The ASX 200 has slipped 0.2% or 15 points on what was a quiet start to the last week of April. Materials were the best performing sector with Fortescue Metals (FMG) a standout. Consumer stocks underperformed as the majority of sectors closed lower.

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Markets / Video

Lunch Report: Lacklustre start for local shares

April 26, 2021 - by James Tao

The Aussie market is struggling for direction early on Monday as the ASX 200 trades mostly flat. Gains for resources & financials are being offset by declines for the majority of the market. Nib Holdings (NHF) shares have jumped on earnings guidance.

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Markets / Video

Evening Report: ASX 200 enjoys best daily gains in a fortnight

April 22, 2021 - by James Tao

Local shares built on a shaky start to close well higher on Thursday. The ASX 200 added 58 pts or 0.8% as it enjoyed its best daily improvement in 2 weeks. Improvements were broad with nearly all sectors lifting.

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Markets / Video

Lunch Report: ASX higher at lunch in choppy trade

April 22, 2021 - by James Tao

The Aussie market is edging higher at lunch as it looks to rebound from back-to-back losses. Investors continue to get plenty of quarterly updates to keep things interesting with AMP, Woodside, Santos & Redbubble among the more notable names.

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Markets / Video

Evening Report: Turnaround for banks & miners aids ASX recovery

April 21, 2021 - by James Tao

While the ASX 200 still closed lower for a second successive session, it could have been a far larger fall with the benchmark index down roughly 110 points or 1.5% at lunch.

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Markets / Video

Lunch Report: ASX 200 extends losses, back below 7,000pts

April 21, 2021 - by James Tao

The Aussie market has followed US markets lower as investor concern over rising COVID-19 cases globally weighs on equity markets. The ASX 200 has fallen back below 7,000 on broad losses.

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Markets / Video

Evening Report: ASX falls for the first time in a week

April 20, 2021 - by James Tao

The ASX 200 ended its recent winning run with the benchmark index falling 48pts or 0.7% to 7,017. While it has eased back from its recent 13-month highs, it remains only ~2.5% away from the record levels of February last year.

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Markets / Video

Lunch Report: ASX in the red at lunch

April 20, 2021 - by James Tao

The Aussie market is on track for its first daily decline in over a week, following losses on Wall St overnight. There have been plenty of company quarterly updates to keep news flowing. Afterpay (APT) and Rio are two of the bigger names to release updates.

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Markets / Video

Evening Report: ASX 200 fades late but still inching towards record territory

April 19, 2021 - by James Tao

Aussie shares have managed to lift for a fifth consecutive session with the ASX 200 slowly inching towards all-time highs. The big banks & miners were the main contributors to the market’s small improvements while BNPL & energy names underperformed.

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Markets / Video

Evening Report: ASX hits new 13-month highs

April 14, 2021April 15, 2021 - by James Tao

Aussie shares are closing in on the pre-COVID record highs with the ASX 200 finishing the day above 7,000 points for the first time since late Feb last year. Gains were broad based and led by healthcare, IT & mining stocks.

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Markets / Video

Lunch Report: ASX 200 climbs to fresh 13-month highs

April 14, 2021 - by James Tao

The Aussie market is firmly higher around lunch with the ASX 200 lifting back above 7,00pts to new 13-month highs. IT and mining stocks are among the leading out-performers in the opening few hours of trade.

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Previous 1 2 3 … 10 Next
  • FNN Video Test 1
  • Chinese Property Sector Slip Slidin’ Away
  • Nuggets Galore from the Local Resources Sector
  • The Falls in Share Markets – the Bad News and the Good
  • Trafigura Taking Lithium Supply Matters into its Own Hands
  • Where are All the Chairs Now the Music Has Stopped?
  • The Week that Was – May 16-20, 2022
  • CGF – Credit Suisse rates the stock as Neutral

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4Q reveals more focus on profit and cash flow

• LBY’s 4Q FY22 quarterly activities update showed continued solid growth in top line metrics, albeit slowing, with GMV of NZ$203m (+26% on pcp) and income of NZ$12.1m (+23% on pcp).
• Net Transaction Margin (NTM) disappointed at -0.5%, due to further increase in credit losses from 4.0% to 4.9% of GMV. However, new fraud and credit risk management tools have seen losses recover materially with NTM back to 1.2% in March and LBY is confident of further recovery in coming months.

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    Signs MOU with Ford Company – Kachi is now sold out!

    Lake Resources (LKE. ASX) – LKE has signed two non-binding MOU’s in the space of 10 days. Ford Company (Ford) has signed an MOU for ~25,000t/year and last week Hanwa, a Japanese commodity trader signed a MOU for up to 25,000t/year. Subject to execution, this is an amazing feat as Ford and Hanwa are prepared to enter into longer-term strategic partnerships with LKE. Commercial negotiations are still ongoing but are expected, especially if Ford & Hanwa inject new equity into LKE, to further de-risk the project financing & thus ensure LKE and Kachi are fully funded.

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      Strategic Vanadium-battery growth with Titanium & Iron earnings resiliency

      TNG Ltd is an ASX-listed technology owner and developer of the world-class Mount Peake near-surface vanadiferous titanomagnetite deposit. To unlock value, TNG will concentrate ore from its central Northern Territory mine for processing through its patented TIVAN® process produce three premium quality revenue streams: hi-purity vanadium pentoxide (V2O5) for steel alloys and Vanadium Redox Flow batteries, a quality titanium pigment for paints and a premium steel input with >64%Fe iron ore fines.

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        Promising exploration and development update while SOP prices continue to rise

        Two recent gravity surveys have considerably exceeded expectations and revealed potential for extensions to the existing MRE at Lake Throssell, plus a material growth opportunity at Lake Yeo. This reinforces the potential for a multi-decade, Tier-1 SOP production hub based around Lake Throssell.

        TMG is currently completing work towards the PFS due early 2023, including drilling to start in Q3 2022, evaporation trials and permitting activities. Results from these programs will support the PFS and any future resource upgrade.

        Benchmark SOP prices have risen to ~US$940/t due to recent geopolitical developments. The Oct 2021 Scoping Study assumed a SOP price of US$550/t and contained a sensitivity analysis showing every 10% increase in price drives a +$144m increase in the project NPV of $364m. The c.70% increase above the Scoping Study thus implies a project NPV of ~$1.4bn.

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          Biopharmas Hit, but Buying Opportunities Created

          The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

          Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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            Biopharmas Hit, but Buying Opportunities Created

            The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

            Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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              Coal prices up, debt down – It’s payback time

              Strong 1H22 but the real story unfolds in 2H22.

              TerraCom made two announcements to the ASX on the 28th February – the first was their 2021 Half Year 2021 result which indicated that TER continues to report strong operating metrics as well as enjoying buoyant thermal coal markets which is allowing them to pay down debt at an accelerated pace.

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                Hitting goals – Making four material announcements

                We initiated on Magnis Energy Technologies (MNS.ASX) in December 2021 and since then, MNS has made four material announcements. Firstly; a conditional offtake contract for 600,000t of graphite concentrate from the Tanzanian Nachu Project (net 100%) was signed with Traxys, a global
                commodities merchant with annual revenue of ~US$6Bn; secondly; semi autonomous production has started at battery gigafactory iM3NY, thirdly;
                exciting Extra Fast Charge battery tests were reported and most recently, the game changing launch of the Lithium Slim Energy Reserve battery platform, which supports C4V’s growing EFC capability.

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                  Increasing our Target

                  Despite the lower realised oil and gas price, which fell by 5.4% and 19.7% respectively in August, Calima managed to show improvement in its key business metrics.

                  We expect higher production in November due to the contribution by the new Thorsby wells which will be drilled in August/September which will see Calima meet its 2021 production guidance of 4,500 boe/d.

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                    Emerging Financial Wealth Advisory Group

                    WT Financial Group Limited (WTL) is a growing diversified financial services company, founded in 2010 and listed on the Australian Stock Exchange (ASX) in 2015. Its advice and product offerings are delivered primarily through a group of independent financial advisers operating as authorised representatives of WTL under its Wealth Today Pty Ltd (Wealth Today) and Sentry Group Pty Ltd (Sentry Group) dealer group operations. It has around 275 advisers across more than 200 financial advice practices Australia-wide. It also operates a direct-to-consumer operation under its Spring Financial Group brand.

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                      Immutep Taking the Fight to Cancer

                      In May 2021, Corporate Connect analyst Marc Sinatra published a comprehensive research report on ASX-listed biotech Immutep Ltd (ASX: IMM). So impressed was he with IMM that Corporate Connect felt it imperative that a follow-up report be released placing a valuation on the company, because the market was not seeing the vast potential of eftilagimod alpha (efti).

                      This follow-up report has been released today. Using comparables, after adding cash back to their EV estimate and dividing by the total number of issued shares, Corporate Connect now places the fair value of an Immutep share at $A2.20.

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                        Phillips 66 to acquire 16% in NVX – 12-month target price rises 7% through project de-risking

                        Phillips 66 (PSX) has entered into an agreement with NVX to acquire 77.9m new shares for US$150m (A$203m). PSX is the worlds largest producer of speciality petroleum coke a precursor for battery grade synthetic graphite anode materials found with an Enterprise Value of US$47.5Bn and assets of US$57Bn.

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                          Market leading lifelong learning platform technology company in Australia and SE Asia

                          PayGroup (PYG) delivers multi-country BPO services and cloud SaaS HCM solutions, assisting companies to manage employees in multiple, complex jurisdictions. The company has many growth opportunities, including new clients, new jurisdictions, new products, partner expansion, and new revenue sources. PYG’s scalable business model allows operating leverage and with savings from in-housing third party technology, support margin expansion.

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                            Market leading lifelong learning platform technology company in Australia and SE Asia

                            OpenLearning (OLL) is a higher education technology company that operates a scalable online learning platform through a software-as-a-service (SaaS) business model and provides a global marketplace of high quality courses for learners of all levels. Its primary customers are education providers based in Australia and South-East Asia (primarily Malaysia). OLL started operations in Australia in 2012 and expanded to Malaysia in 2015, Singapore in 2018, and recently also Indonesia.

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