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Tom Piotrowski

Markets / Video

Morning Report: ASX 200 set to open lower

October 28, 2021 - by Tom Piotrowski

The Dow Jones index fell by 266 points or 0.7%. And the S&P 500 index lost 0.5%, slipping from record highs. But the Nasdaq index closed little changed. 

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Markets / Video

Morning Report: ASX 200 set for flat start ahead of inflation data

October 27, 2021 - by Tom Piotrowski

The Dow Jones index rose by 16 points or less than 0.1% to record highs. The S&P 500 index rose by 0.2% to record highs. And the Nasdaq index rose by 9 points or 0.1%.

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Markets / Video

Morning Report: ASX 200 set for gains on Tuesday

October 26, 2021 - by Tom Piotrowski

US markets ended at record highs, having recovered from a patchy start. The Dow rose 0.2% to record highs. The S&P 500 rose by 0.5% to record highs & the Nasdaq rose by 0.9%.

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Markets / Video

Morning Report: ASX 200 set for gains despite mixed finish on Wall St

October 25, 2021 - by Tom Piotrowski

The final session of the week saw mixed fortunes for US shares, reflecting the quality of corporate earnings results. The Dow rose 0.2% to record highs, the S&P 500 index fell 0.1% from record highs and the Nasdaq lost 0.8%.

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Markets / Video

Morning Report: Stocks battle headwinds

October 22, 2021 - by Tom Piotrowski

US sharemarkets were mixed on Thursday. The Dow Jones index fell by 6 points or less than 0.1%. The S&P 500 index gained 0.3% to a record closing high. And the Nasdaq index added 94 points or 0.6%

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Markets / Video

Morning Report: US stocks buoyed by upbeat earnings

October 20, 2021 - by Tom Piotrowski

US markets advanced overnight to end around session highs helped by encouraging earnings results. The Dow rose 0.6% to near session highs. The S&P 500 gained 0.7% and the Nasdaq index added 0.7%.

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Markets / Video

Morning Report: Stocks recover from early losses

October 19, 2021 - by Tom Piotrowski

US stocks recovered from early weakness that was inspired by weaker economic news, in addition to rising long term interest rates and higher oil prices. The Dow fell 0.1%, the S&P 500 gained 0.3% and the Nasdaq added 0.8%.

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Markets / Video

Morning Report: US stocks bolstered by better news

October 18, 2021 - by Tom Piotrowski

The Dow Jones index rose by 382 points or 1.1%. The S&P 500 index gained 0.8%. And the Nasdaq index added 74 points or 0.5%. Over the week the Dow rose 1.6%; S&P 500 rose 1.8% and the Nasdaq lifted 2.2%.

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Markets / Video

Morning Report: ASX to open higher following US & European gains

October 15, 2021 - by Tom Piotrowski

US & European markets posted solid gains overnight. Participants were relieved to see moderating US producer inflation figures in addition to healthy earnings results from a range of US corporates.

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Markets / Video

Morning Report: ASX set for positive start despite US falls

October 13, 2021 - by Tom Piotrowski

SPI futures have ended overnight trade with a gain of 14pts or 0.2% overnight, pointing to a positive start for the ASX 200 today.

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Markets / Video

Morning Report: Wall St stumbles as oil prices continue to grind higher

October 12, 2021 - by Tom Piotrowski

The Dow Jones index fell by 250 points or 0.7%. The S&P 500 index also shed 0.7% and the Nasdaq index dropped 93 points or 0.6%.

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Markets / Video

Morning Report: ASX set for lower open after US jobs data

October 11, 2021 - by Tom Piotrowski

US stocks posted declines for the final session of the week in response to weaker than expected employment figures, which delivered the lowest monthly jobs growth this year.

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Markets / Video

Morning Report: Stocks advance after debt ceiling agreement

October 8, 2021 - by Tom Piotrowski

The Dow rose 1%; the S&P 500 gained 0.8% and the Nasdaq jumped 1.1%

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Markets / Video

Morning Report: US markets recover on debt ceiling hopes

October 7, 2021 - by Tom Piotrowski

US and European markets remained volatile overnight as prices remained hostage to factors ranging from the US debt ceiling to energy prices. US stocks recovered from early lows boosted by hopes US politicians will resolve the borrowing impasse, in the near term at least.

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Markets / Video

Morning Report: ASX 200 set to recover yesterday’s losses

October 6, 2021 - by Tom Piotrowski

The Dow Jones index rose by 312 points or 1.4%. The S&P 500 index rose 1.1% and the Nasdaq index rose by 178 points or 1.3%.

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Markets / Video

Morning Report: ASX 200 set to give back yesterday’s gains

October 5, 2021 - by Tom Piotrowski

The Australian sharemarket is set to open lower on Tuesday, following the example set by its US and European peers overnight.

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Markets / Video

Morning Report: ASX set to follow Wall St lower on Friday

October 1, 2021 - by Tom Piotrowski

Futures suggest a sizeable deficit for the ASX 200 when trade commences this morning – the expected move lower for local shares at the opening bell comes after US & European markets generally gave up early gains to finish the session in the red.

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Markets / Video

Morning Report: Stocks find some support after recent weakness

September 30, 2021 - by Tom Piotrowski

The recent rise in long term interest rates moderated overnight, in the process allowing stocks to consolidate after the volatility of recent days. The Dow rose 0.3%. The S&P 500 rose by 0.2%. But the Nasdaq fell 0.2%.

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Markets / Video

Morning Report: Stocks retreat as interest rates trend higher

September 29, 2021 - by Tom Piotrowski

US stocks were dealt with sternly by sellers overnight as long term interest rates continued to trend higher. The Dow Jones index fell by 569 points or 1.6% after earlier being down 615 points.

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Markets / Video

Morning Report: ASX set to open lower

September 28, 2021 - by Tom Piotrowski

There were mixed fortunes for US and European stocks overnight. Europe was mainly higher with the Dax up 0.27% in the aftermath of German elections held at the weekend.

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Markets / Video

Morning Report: US stocks stumble and recover to post mixed results

September 17, 2021 - by Tom Piotrowski

The Dow fell 0.2%, the S&P 500 dropped 0.2% although the Nasdaq index rose 0.1%.

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Markets / Video

Morning Report: Wall St lifts as oil prices surge

September 16, 2021 - by Tom Piotrowski

The Dow Jones index rose by 237 points or  0.7%. The S&P 500 index gained 0.9%. And the Nasdaq index added 124 points or 0.8%.

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Markets / Video

Morning Report: US stocks ended at session lows

September 15, 2021 - by Tom Piotrowski

The Dow Jones index fell by 292 points or 0.8%. The S&P 500 index lost 0.6%. And the Nasdaq index lost 68 points or 0.5%.

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Markets / Video

Morning Report: US & European stocks mixed as energy prices rally

September 14, 2021 - by Tom Piotrowski

The Dow Jones index rose by 262 points or 0.8% and the S&P 500 index added 10 points or 0.2%, both snapping a five-day losing streak. But the Nasdaq index lost 10 points or 0.1%.

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Markets / Video

Morning Report: Wall St suffers worst week since June

September 13, 2021 - by Tom Piotrowski

The S&P 500 index lost 0.8% and the Nasdaq  index fell by 133 points or 0.9%. Over the week, the Dow fell 2.2%; the S&P 500 fell 1.7%; and the Nasdaq lost 1.6%.

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Markets / Video

Morning Report: US stocks lose ground for fourth session

September 10, 2021 - by Tom Piotrowski

The Dow Jones index dropped by 152 points or 0.4%. The S&P 500 index lost 0.5% and the Nasdaq index fell by 38 points or 0.3%.

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Markets / Video

Morning Report: Stocks retreat as investors wait for the next catalyst

September 9, 2021 - by Tom Piotrowski

US and European equity markets traded lower overnight as investors look ahead for the next significant catalyst. US sharemarkets retreated on Wednesday as investors reassessed valuations amid rising economic risks.

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Markets / Video

Morning Report: Stocks bested by sellers as rates move higher

September 8, 2021 - by Tom Piotrowski

US and European stocks generally trended lower over the course of the session overnight as investors considered the prospect of moderating growth as long term interest rates edged higher.

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Markets / Video

Morning Report: US sharemarkets were closed on Monday

September 7, 2021 - by Tom Piotrowski

Over the week, the Dow fell by 0.2%, the S&P 500 rose by 0.6% and the Nasdaq gained 1.6%.

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Markets / Video

Morning Report: US sharemarkets were mixed on Friday

September 6, 2021 - by Tom Piotrowski

Tech stocks rose but bank stocks fell. The Dow Jones index fell by 75 points or 0.2%.

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Markets / Video

Morning Report: US sharemarkets rose on Thursday

September 3, 2021 - by Tom Piotrowski

The Dow Jones index rose by 131 points or 0.4%. The S&P 500 index added 0.3% to a record high. And the Nasdaq index rose by 22 points or 0.1% to a record high.

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Markets / Video

Morning Report: Sharemarkets were mixed on Wednesday

September 2, 2021 - by Tom Piotrowski

Technology shares outperformed as traders turned defensive on concerns about a potential slowing in job hiring. Apple (+0.5%) shares hit all-time highs. And shares of Netflix (+2.3%), Amazon (+0.2%) and Google-owner Alphabet (+0.4%) all advanced.

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Markets / Video

Morning Report: US sharemarkets fell on Tuesday

September 1, 2021 - by Tom Piotrowski

The Dow Jones index fell by 39 points or 0.1%. The S&P 500 index fell 0.1% from record highs. And the Nasdaq index lost 7 points or less than 0.1%.

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Markets / Video

Morning Report: US sharemarkets were mixed on Monday

August 31, 2021 - by Tom Piotrowski

The Dow Jones index fell by 56 points or 0.2%. The S&P 500 index gained 0.4% to record highs. And the Nasdaq index lifted by 136 points or 0.9% to a new record high.

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Markets / Video

Morning Report: US sharemarkets rose on Friday

August 30, 2021 - by Tom Piotrowski

The Dow Jones index lifted by 243 points or 0.7%. The S&P 500 index gained 0.9% to record highs. And the Nasdaq index lifted by 184 points or 1.2% to record highs.

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Markets / Video

Morning Report: US sharemarkets fell on Thursday

August 27, 2021 - by Tom Piotrowski

The Dow Jones index fell by 192 points or 0.5%. The S&P 500 index lost 0.6% and the Nasdaq index slid 96 points or 0.6%.

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Markets / Video

Morning Report: US sharemarkets advanced on Wednesday

August 26, 2021 - by Tom Piotrowski

The Dow Jones index rose by 39 points or 0.1%. The S&P 500 index rose by 0.2% to record highs. And the Nasdaq index added 22 points or 0.2%, also closing at a record high.

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Markets / Video

Morning Report: US sharemarkets rose on Tuesday

August 25, 2021 - by Tom Piotrowski

The Dow Jones index rose by almost 31 points or 0.1%. The S&P 500 index rose by 0.2% to record highs. And the Nasdaq index added 77 points or 0.5%, closing at a record high.

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Markets / Video

Morning Report: US sharemarkets rose to all-time highs on Monday

August 24, 2021 - by Tom Piotrowski

The Dow Jones index rose by 216 points or 0.6% and the S&P 500 index rose by 0.9%. And the Nasdaq index added 228 points or 1.6%, closing at a record high.

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Markets / Video

Morning Report: US sharemarkets were firmer on Friday

August 23, 2021 - by Tom Piotrowski

The Dow Jones index rose by 226 points or 0.7%. The S&P 500 index rose by 0.8% and the Nasdaq index added 173 points or 1.2%.

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Paxalisib Misses AGILE Hurdle, but Very Significant Value Remains

Investors Over-React, Smart Ones Will Profit

Kazia Therapeutics (KZA) announced yesterday morning that paxalisib did not meet the threshold to move into stage 2 of the GBM AGILE clinical trial (NCT03970447). The study was an adaptive trial designed to assess the potential of new therapeutics to treat the highly aggressive brain cancer glioblastoma (GBM) in a cost-effective manner. Demonstrating efficacy in GBM is an extremely high hurdle as shown by the fact that there is only one approved drug for the disease, temozolomide, and it is only effective in 1/3 of patients.

Given the high nature of the hurdle, in our original initiating coverage report on KZA, we only gave paxalisib a small chance of returning a positive result from the overall study. That is the nature of drug development with one group estimating only 6% to 7% of new chemical entities that commence clinical trials reach launch (Dowden & Munro (2019) Nat Rev Drug Discov). The small percentage that do make it to launch, however, more than make up for the cash spent on those that don’t.

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    The Cash keeps coming

    Terracom will report their FY2022 results in September 2022. In the last two months there have been a number of company announcements that have given us improved visibility on our earnings forecasts and valuation metrics so we have taken this opportunity to update our numbers.

    With the combination of geopolitical factors in the northern hemisphere as well as disruption from other supply regions, we believe the visibility on export coal prices over the next 12 months has also improved since our March note.

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      Acquisitions underpin strong near term growth opportunities not reflected in share price

      Stealth Global Holdings (SGI) provides direct exposure to the growing industrial consumables market, driven by favourable conditions across key industries, expanding industrialisation and improving workplace safety regulations. Around 95% of revenue is attributable to non-discretionary items.

      Based on our current forecasts, we derive a DCF equity value for SGI of $0.33 per share, with potential upside if full synergies can be extracted. We note SGI is currently trading on very undemanding forward multiples.

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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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                  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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