Daily BriefsMost Read Most Read: Vanguard Intl Semiconductor, Keisei Electric Railway Co, L’Occitane, Fancl Corp, Shift Up, Aisin , Toenec Corp, Hollysys Automation Technologies, SenseTime Group and more In today’s briefing: TIP Taiwan Technology Dividend Highlight Index Rebalance: 12 Changes & US$4bn Round-Trip…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Telix Pharmaceuticals, Lunit , China Traditional Chinese Medicine, Taiwan Semiconductor (TSMC) – ADR, Vanguard Intl Semiconductor, Shanghai Henlius Biotech , Fancl Corp and more In today’s briefing: Last Week in Event SPACE: Keisei Electric, China Merchants, Great Eastern, Jardine…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsMost Read Most Read: Aisin , Nikkei 225, China Traditional Chinese Medicine, Lunit , Keisei Electric Railway Co, Sanil Electric, Polestar Automotive Holding UK, Tencent Music and more In today’s briefing: Big Aisin (7259) Offering Sets Stage for First Toyota Group Full UnwindEQD…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, MMG, Aisin , Brilliance China Automotive, LG Electronics, SK Networks, Emcure Pharmaceuticals, Bank Rakyat Indonesia and more In today’s briefing: China TCM (570.HK) Privatization Update - Investors May Need to Prepare for…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, Core Lithium Ltd, Aisin , Brilliance China Automotive, LG Electronics, Timee Inc and more In today’s briefing: China TCM (570.HK) Privatization Update - Investors May Need to Prepare for…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, Timee Inc, Malaysia Airports Holdings, Core Lithium Ltd, Sawai Group Holdings, Hyundai Motor India , Harmony Gold Mining Co Ltd and more In today’s briefing: TCM (570 HK): Sinopharm's $4.60/Share OfferChina TCM (570.HK) Privatization Update - Investors…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Keisei Electric Investor Activism Update: The Vote Count Could Shake Keisei’s Board and more In today’s briefing: Keisei Electric Investor Activism Update: The Vote Count Could Shake Keisei’s BoardL’Occitane…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: TIP Taiwan Technology Dividend Highlight Index Rebalance: 12 Changes & US$4bn Round-Trip Trade and more In today’s briefing: TIP Taiwan Technology Dividend Highlight Index Rebalance: 12 Changes & US$4bn Round-Trip…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Weekly Deals Digest (30 Jun) – China TCM and more In today’s briefing: Weekly Deals Digest (30 Jun) - China TCM, Henlius, Midea RE, MMG,…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: SK Square + SK Networks Merger Swap: A Guide to Pre-Merger Arb Spread Calculations and more In today’s briefing: SK Square + SK Networks Merger Swap: A Guide to Pre-Merger Arb…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: TCM (570 HK): Where’s The Floor? and more In today’s briefing: TCM (570 HK): Where's The Floor?Brilliance China (1114 HK): Reversing Out of…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: China Traditional Chinese Medicine (570 HK): Something Is Brewing and more In today’s briefing: China Traditional Chinese Medicine (570 HK): Something Is Brewing, but Nobody Knows…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsECM Daily Brief ECM: Shift Up IPO Book Building Results Analysis and more In today’s briefing: Shift Up IPO Book Building Results AnalysisToenec (1946 JP) Offering - Nearly…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsECM Daily Brief ECM: Timee Pre-IPO – Peer Comparison – Stronger Growth Has Allowed It to Close the Margin Gap and more In today’s briefing: Timee Pre-IPO - Peer Comparison - Stronger Growth Has Allowed It to…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsECM Daily Brief ECM: Sanil Electric IPO: The Bull Case and more In today’s briefing: Sanil Electric IPO: The Bull CaseSF Holding Pre-IPO: Dominance in Domestic Time-Definite…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsECM Daily Brief ECM: Emcure Pharmaceuticals Pre-IPO: IPO Price Band Set; Steep Valuation Offers Limited Upside Potential and more In today’s briefing: Emcure Pharmaceuticals Pre-IPO: IPO Price Band Set; Steep Valuation Offers Limited Upside…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsECM Daily Brief ECM: Big Aisin (7259) Offering Sets Stage for First Toyota Group Full Unwind and more In today’s briefing: Big Aisin (7259) Offering Sets Stage for First Toyota Group Full UnwindAisin…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsECM Daily Brief ECM: Timee Pre-IPO – The Positives – Exponential Growth Since Inception and more In today’s briefing: Timee Pre-IPO - The Positives - Exponential Growth Since InceptionSanil Electric IPO…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Aisin (7259) | Nine Months Ago and more In today’s briefing: Aisin (7259) | Nine Months AgoKorean Holdcos Vs Opcos Gap Trading Opportunities…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Dual-Listings Monitor: TSMC Premium Rangebound; UMC Hits Upper End of Range and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Premium Rangebound; UMC Hits Upper End of RangeChina…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: The Beat Ideas- Latent View Analytics: Harnessing Data & Analytics and more In today’s briefing: The Beat Ideas- Latent View Analytics: Harnessing Data & AnalyticsPT Metrodata Electronics…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Broadcom’s AI-Driven Growth Signals Upside Amid Stock Split Surges and more In today’s briefing: Broadcom's AI-Driven Growth Signals Upside Amid Stock Split SurgesBank Rakyat Indonesia (BBRI…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Episode 73: Nvidia’s Moment and more In today’s briefing: Episode 73: Nvidia's Moment, and The "Platformization" of GPUsMS&AD Insurance - Sell…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tencent/Netease: One Game Approval for Tencent in June and more In today’s briefing: Tencent/Netease: One Game Approval for Tencent in JuneShankara Building Products: Updated Forensic…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shift Up, Hollysys Automation Technologies, SenseTime Group , Tesla , Chenqi Technology Limited, Toyo Corp, SK Hynix, Shanghai Voicecomm Information Technology, Will Semiconductor Shan and more In today’s briefing: Shift Up IPO Book Building Results AnalysisHollysys (HOLI US): Ascendent Finally Obtains…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Vanguard Intl Semiconductor, Asustek Computer, Tencent, Integral Ad Science Holding and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Premium Rangebound; UMC Hits Upper End of RangeTIP…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Latent View Analytics Ltd, Global Unichip, MoneyHero , Fastly Inc, Costar Group and more In today’s briefing: The Beat Ideas- Latent View Analytics: Harnessing Data & AnalyticsTechChain Insights: Call…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Broadcom , Dell Technologies , Singtel, Keywords Studios and more In today’s briefing: Broadcom's AI-Driven Growth Signals Upside Amid Stock Split SurgesTech Supply Chain Tracker…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Delta Electronics, Micron Technology, Anthropic, Alibaba Group Holding , Softbank Group, Confluent, Visa, Jabil Circuit, Delivery Hero SE and more In today’s briefing: Episode 73: Nvidia's Moment, and The "Platformization" of GPUsDelta Taiwan Vs. Thailand…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Chunghwa Telecom, Broadcom , Warner Bros Discovery , Calix Inc, King Yuan Electronics Co, Ltd. and more In today’s briefing: Tencent/Netease: One Game Approval for Tencent in JuneTech Supply Chain Tracker (27-Jun-2024):…Smartkarma Daily BriefsJune 27, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, SenseTime Group , Agricultural Bank Of China, CPMC Holdings, APT Medical , Chenqi Technology Limited, Taste Gourmet, Shanghai Voicecomm Information Technology, Will Semiconductor Shan, Robosense Technology and more In today’s briefing: L’Occitane (973 HK): Conditional Offer OpensHSCEI Index Rebalance Preview: Two Changes Likely…Smartkarma Daily BriefsJuly 2, 2024
ChinaDaily Briefs Daily Brief China: Shanghai Henlius Biotech , China Resources Medical, Tencent, Perfect Medical Health, Shenyang Xingqi Pharmaceutical, China Water Affairs, Metalpha Technology Holding Lt and more In today’s briefing: Merger Arb Mondays (01 Jul) - Henlius, China TCM, GA Pack, CPMC,…Smartkarma Daily BriefsJuly 1, 2024
ChinaDaily Briefs Daily Brief China: China Traditional Chinese Medicine, Polestar Automotive Holding UK, Tencent Music, S.F. Holding and more In today’s briefing: Weekly Deals Digest (30 Jun) - China TCM, Henlius, Midea RE, MMG,…Smartkarma Daily BriefsJune 30, 2024
ChinaDaily Briefs Daily Brief China: China Traditional Chinese Medicine, Brilliance China Automotive, China Merchants China Direct Investments, Oriental Watch, Atour Lifestyle Holdings, Asia High Yield Bond Index, New World Development and more In today’s briefing: TCM (570 HK): Where's The Floor?Brilliance China (1114 HK): Reversing Out of…Smartkarma Daily BriefsJune 28, 2024
ChinaDaily Briefs Daily Brief China: China Traditional Chinese Medicine, Tencent, Midea Real Estate Holding , Bayzed Health Group and more In today’s briefing: China Traditional Chinese Medicine (570 HK): Something Is Brewing, but Nobody Knows…Smartkarma Daily BriefsJune 27, 2024
ChinaDaily Briefs Daily Brief China: Midea Real Estate Holding , Prosus NV, Shanghai Henlius Biotech , Pylon Technologies , ZJLD Group , New World Development, Xiao I , Akeso Biopharma Inc, Medco Energi and more In today’s briefing: Midea Real Estate (3990 HK): An In-Specie Distribution to Unlock ValueNPN X…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co, Aisin , Toenec Corp, Mitsubishi Motors, Toyo Corp, Carta Holdings, Inc. and more In today’s briefing: Keisei Electric Investor Activism Update: The Vote Count Could Shake Keisei’s BoardAisin…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsJapan Daily Brief Japan: Fancl Corp, Timee Inc, TSE Tokyo Price Index TOPIX, Aisin and more In today’s briefing: (Mostly) Asia M&A, June 2024: Fancl, Capitol Health, Infocom,Jeisys Medical, Nagatanien, Henlius…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co and more In today’s briefing: Last Week in Event SPACE: Keisei Electric, China Merchants, Great Eastern, Jardine…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsJapan Daily Brief Japan: Kyodo Printing, Nikkei 225 and more In today’s briefing: Kyodo Printing (7914 JP): Coverage InitiaionEQD | The Nikkei's Rally May Be…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsJapan Daily Brief Japan: Aisin , Timee Inc, MS&AD Insurance, IHI Corp, Japan Post Holdings, Softbank Group, TSE Tokyo Price Index TOPIX, New World Development and more In today’s briefing: Big Aisin (7259) Offering Sets Stage for First Toyota Group Full UnwindAisin…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsJapan Daily Brief Japan: Timee Inc, Sawai Group Holdings, Otsuka Holdings, Zuiko Corp and more In today’s briefing: Timee Pre-IPO - The Positives - Exponential Growth Since InceptionSawai Group (4887)…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsMacro Daily Brief Macro: Steno Signals #106 – The cycle is improving. Not weakening. and more In today’s briefing: Steno Signals #106 – The cycle is improving. Not weakening.Berkshire's Bullish Bet…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsMacro Daily Brief Macro: Union Budget 2024- What to Expect? and more In today’s briefing: Union Budget 2024- What to Expect?PBoC Examines Overhaul of Monetary Policy Framework,…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsMacro Daily Brief Macro: Copper Tracker June 2024: Physical/Equity Screens And Trades For July and more In today’s briefing: Copper Tracker June 2024: Physical/Equity Screens And Trades For July Copper Tracker…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsMacro Daily Brief Macro: Southern Copper: In a League of Its Own and more In today’s briefing: Southern Copper: In a League of Its OwnWalker’s Weekly: Dr. Jim's Summary…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsMacro Daily Brief Macro: EM Watch: Western investors are tired of China and Japan “crying wolf” and more In today’s briefing: EM Watch: Western investors are tired of China and Japan “crying wolf”Positioning…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsMacro Daily Brief Macro: CX Daily: China Debates Pros and Cons of Open-Source AI Models and more In today’s briefing: CX Daily: China Debates Pros and Cons of Open-Source AI Models CX…Smartkarma Daily BriefsJune 27, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: A Trump Win Is A Win For Crypto and more In today’s briefing: Crypto Crisp: A Trump Win Is A Win For Crypto Crypto Crisp:…Smartkarma Daily BriefsJuly 2, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #34 – The U.S. Ethereum Spot ETFs Are Not Priced In and more In today’s briefing: Crypto Moves #34 – The U.S. Ethereum Spot ETFs Are Not Priced…Smartkarma Daily BriefsJune 28, 2024
CryptoDaily Briefs Daily Brief Crypto: Strong Summer Start Turns Sour and more In today’s briefing: Strong Summer Start Turns Sour Strong Summer Start Turns SourBy Delphi Digital…Smartkarma Daily BriefsJune 26, 2024
CryptoDaily Briefs Daily Brief Crypto: Liquidity Headwinds Play Catch Up and more In today’s briefing: Liquidity Headwinds Play Catch UpCrypto Crisp: There it was, the height of…Smartkarma Daily BriefsJune 25, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #33 – Dazzling Positivity on the Horizon and more In today’s briefing: Crypto Moves #33 – Dazzling Positivity on the Horizon Crypto Moves #33…Smartkarma Daily BriefsJune 22, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Imminent Surge in Liquidity and more In today’s briefing: Crypto Crisp: Imminent Surge in Liquidity Crypto Crisp: Imminent Surge in LiquidityBy…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsMost Read Most Read: Vanguard Intl Semiconductor, Keisei Electric Railway Co, L’Occitane, Fancl Corp, Shift Up, Aisin , Toenec Corp, Hollysys Automation Technologies, SenseTime Group and more In today’s briefing: TIP Taiwan Technology Dividend Highlight Index Rebalance: 12 Changes & US$4bn Round-Trip…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Telix Pharmaceuticals, Lunit , China Traditional Chinese Medicine, Taiwan Semiconductor (TSMC) – ADR, Vanguard Intl Semiconductor, Shanghai Henlius Biotech , Fancl Corp and more In today’s briefing: Last Week in Event SPACE: Keisei Electric, China Merchants, Great Eastern, Jardine…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsMost Read Most Read: Aisin , Nikkei 225, China Traditional Chinese Medicine, Lunit , Keisei Electric Railway Co, Sanil Electric, Polestar Automotive Holding UK, Tencent Music and more In today’s briefing: Big Aisin (7259) Offering Sets Stage for First Toyota Group Full UnwindEQD…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, MMG, Aisin , Brilliance China Automotive, LG Electronics, SK Networks, Emcure Pharmaceuticals, Bank Rakyat Indonesia and more In today’s briefing: China TCM (570.HK) Privatization Update - Investors May Need to Prepare for…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, Core Lithium Ltd, Aisin , Brilliance China Automotive, LG Electronics, Timee Inc and more In today’s briefing: China TCM (570.HK) Privatization Update - Investors May Need to Prepare for…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, Timee Inc, Malaysia Airports Holdings, Core Lithium Ltd, Sawai Group Holdings, Hyundai Motor India , Harmony Gold Mining Co Ltd and more In today’s briefing: TCM (570 HK): Sinopharm's $4.60/Share OfferChina TCM (570.HK) Privatization Update - Investors…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Keisei Electric Investor Activism Update: The Vote Count Could Shake Keisei’s Board and more In today’s briefing: Keisei Electric Investor Activism Update: The Vote Count Could Shake Keisei’s BoardL’Occitane…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: TIP Taiwan Technology Dividend Highlight Index Rebalance: 12 Changes & US$4bn Round-Trip Trade and more In today’s briefing: TIP Taiwan Technology Dividend Highlight Index Rebalance: 12 Changes & US$4bn Round-Trip…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Weekly Deals Digest (30 Jun) – China TCM and more In today’s briefing: Weekly Deals Digest (30 Jun) - China TCM, Henlius, Midea RE, MMG,…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: SK Square + SK Networks Merger Swap: A Guide to Pre-Merger Arb Spread Calculations and more In today’s briefing: SK Square + SK Networks Merger Swap: A Guide to Pre-Merger Arb…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: TCM (570 HK): Where’s The Floor? and more In today’s briefing: TCM (570 HK): Where's The Floor?Brilliance China (1114 HK): Reversing Out of…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: China Traditional Chinese Medicine (570 HK): Something Is Brewing and more In today’s briefing: China Traditional Chinese Medicine (570 HK): Something Is Brewing, but Nobody Knows…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsECM Daily Brief ECM: Shift Up IPO Book Building Results Analysis and more In today’s briefing: Shift Up IPO Book Building Results AnalysisToenec (1946 JP) Offering - Nearly…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsECM Daily Brief ECM: Timee Pre-IPO – Peer Comparison – Stronger Growth Has Allowed It to Close the Margin Gap and more In today’s briefing: Timee Pre-IPO - Peer Comparison - Stronger Growth Has Allowed It to…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsECM Daily Brief ECM: Sanil Electric IPO: The Bull Case and more In today’s briefing: Sanil Electric IPO: The Bull CaseSF Holding Pre-IPO: Dominance in Domestic Time-Definite…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsECM Daily Brief ECM: Emcure Pharmaceuticals Pre-IPO: IPO Price Band Set; Steep Valuation Offers Limited Upside Potential and more In today’s briefing: Emcure Pharmaceuticals Pre-IPO: IPO Price Band Set; Steep Valuation Offers Limited Upside…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsECM Daily Brief ECM: Big Aisin (7259) Offering Sets Stage for First Toyota Group Full Unwind and more In today’s briefing: Big Aisin (7259) Offering Sets Stage for First Toyota Group Full UnwindAisin…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsECM Daily Brief ECM: Timee Pre-IPO – The Positives – Exponential Growth Since Inception and more In today’s briefing: Timee Pre-IPO - The Positives - Exponential Growth Since InceptionSanil Electric IPO…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Aisin (7259) | Nine Months Ago and more In today’s briefing: Aisin (7259) | Nine Months AgoKorean Holdcos Vs Opcos Gap Trading Opportunities…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Dual-Listings Monitor: TSMC Premium Rangebound; UMC Hits Upper End of Range and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Premium Rangebound; UMC Hits Upper End of RangeChina…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: The Beat Ideas- Latent View Analytics: Harnessing Data & Analytics and more In today’s briefing: The Beat Ideas- Latent View Analytics: Harnessing Data & AnalyticsPT Metrodata Electronics…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Broadcom’s AI-Driven Growth Signals Upside Amid Stock Split Surges and more In today’s briefing: Broadcom's AI-Driven Growth Signals Upside Amid Stock Split SurgesBank Rakyat Indonesia (BBRI…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Episode 73: Nvidia’s Moment and more In today’s briefing: Episode 73: Nvidia's Moment, and The "Platformization" of GPUsMS&AD Insurance - Sell…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tencent/Netease: One Game Approval for Tencent in June and more In today’s briefing: Tencent/Netease: One Game Approval for Tencent in JuneShankara Building Products: Updated Forensic…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shift Up, Hollysys Automation Technologies, SenseTime Group , Tesla , Chenqi Technology Limited, Toyo Corp, SK Hynix, Shanghai Voicecomm Information Technology, Will Semiconductor Shan and more In today’s briefing: Shift Up IPO Book Building Results AnalysisHollysys (HOLI US): Ascendent Finally Obtains…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Vanguard Intl Semiconductor, Asustek Computer, Tencent, Integral Ad Science Holding and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Premium Rangebound; UMC Hits Upper End of RangeTIP…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Latent View Analytics Ltd, Global Unichip, MoneyHero , Fastly Inc, Costar Group and more In today’s briefing: The Beat Ideas- Latent View Analytics: Harnessing Data & AnalyticsTechChain Insights: Call…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Broadcom , Dell Technologies , Singtel, Keywords Studios and more In today’s briefing: Broadcom's AI-Driven Growth Signals Upside Amid Stock Split SurgesTech Supply Chain Tracker…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Delta Electronics, Micron Technology, Anthropic, Alibaba Group Holding , Softbank Group, Confluent, Visa, Jabil Circuit, Delivery Hero SE and more In today’s briefing: Episode 73: Nvidia's Moment, and The "Platformization" of GPUsDelta Taiwan Vs. Thailand…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Chunghwa Telecom, Broadcom , Warner Bros Discovery , Calix Inc, King Yuan Electronics Co, Ltd. and more In today’s briefing: Tencent/Netease: One Game Approval for Tencent in JuneTech Supply Chain Tracker (27-Jun-2024):…Smartkarma Daily BriefsJune 27, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, SenseTime Group , Agricultural Bank Of China, CPMC Holdings, APT Medical , Chenqi Technology Limited, Taste Gourmet, Shanghai Voicecomm Information Technology, Will Semiconductor Shan, Robosense Technology and more In today’s briefing: L’Occitane (973 HK): Conditional Offer OpensHSCEI Index Rebalance Preview: Two Changes Likely…Smartkarma Daily BriefsJuly 2, 2024
ChinaDaily Briefs Daily Brief China: Shanghai Henlius Biotech , China Resources Medical, Tencent, Perfect Medical Health, Shenyang Xingqi Pharmaceutical, China Water Affairs, Metalpha Technology Holding Lt and more In today’s briefing: Merger Arb Mondays (01 Jul) - Henlius, China TCM, GA Pack, CPMC,…Smartkarma Daily BriefsJuly 1, 2024
ChinaDaily Briefs Daily Brief China: China Traditional Chinese Medicine, Polestar Automotive Holding UK, Tencent Music, S.F. Holding and more In today’s briefing: Weekly Deals Digest (30 Jun) - China TCM, Henlius, Midea RE, MMG,…Smartkarma Daily BriefsJune 30, 2024
ChinaDaily Briefs Daily Brief China: China Traditional Chinese Medicine, Brilliance China Automotive, China Merchants China Direct Investments, Oriental Watch, Atour Lifestyle Holdings, Asia High Yield Bond Index, New World Development and more In today’s briefing: TCM (570 HK): Where's The Floor?Brilliance China (1114 HK): Reversing Out of…Smartkarma Daily BriefsJune 28, 2024
ChinaDaily Briefs Daily Brief China: China Traditional Chinese Medicine, Tencent, Midea Real Estate Holding , Bayzed Health Group and more In today’s briefing: China Traditional Chinese Medicine (570 HK): Something Is Brewing, but Nobody Knows…Smartkarma Daily BriefsJune 27, 2024
ChinaDaily Briefs Daily Brief China: Midea Real Estate Holding , Prosus NV, Shanghai Henlius Biotech , Pylon Technologies , ZJLD Group , New World Development, Xiao I , Akeso Biopharma Inc, Medco Energi and more In today’s briefing: Midea Real Estate (3990 HK): An In-Specie Distribution to Unlock ValueNPN X…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co, Aisin , Toenec Corp, Mitsubishi Motors, Toyo Corp, Carta Holdings, Inc. and more In today’s briefing: Keisei Electric Investor Activism Update: The Vote Count Could Shake Keisei’s BoardAisin…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsJapan Daily Brief Japan: Fancl Corp, Timee Inc, TSE Tokyo Price Index TOPIX, Aisin and more In today’s briefing: (Mostly) Asia M&A, June 2024: Fancl, Capitol Health, Infocom,Jeisys Medical, Nagatanien, Henlius…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co and more In today’s briefing: Last Week in Event SPACE: Keisei Electric, China Merchants, Great Eastern, Jardine…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsJapan Daily Brief Japan: Kyodo Printing, Nikkei 225 and more In today’s briefing: Kyodo Printing (7914 JP): Coverage InitiaionEQD | The Nikkei's Rally May Be…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsJapan Daily Brief Japan: Aisin , Timee Inc, MS&AD Insurance, IHI Corp, Japan Post Holdings, Softbank Group, TSE Tokyo Price Index TOPIX, New World Development and more In today’s briefing: Big Aisin (7259) Offering Sets Stage for First Toyota Group Full UnwindAisin…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsJapan Daily Brief Japan: Timee Inc, Sawai Group Holdings, Otsuka Holdings, Zuiko Corp and more In today’s briefing: Timee Pre-IPO - The Positives - Exponential Growth Since InceptionSawai Group (4887)…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsMacro Daily Brief Macro: Steno Signals #106 – The cycle is improving. Not weakening. and more In today’s briefing: Steno Signals #106 – The cycle is improving. Not weakening.Berkshire's Bullish Bet…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsMacro Daily Brief Macro: Union Budget 2024- What to Expect? and more In today’s briefing: Union Budget 2024- What to Expect?PBoC Examines Overhaul of Monetary Policy Framework,…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsMacro Daily Brief Macro: Copper Tracker June 2024: Physical/Equity Screens And Trades For July and more In today’s briefing: Copper Tracker June 2024: Physical/Equity Screens And Trades For July Copper Tracker…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsMacro Daily Brief Macro: Southern Copper: In a League of Its Own and more In today’s briefing: Southern Copper: In a League of Its OwnWalker’s Weekly: Dr. Jim's Summary…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsMacro Daily Brief Macro: EM Watch: Western investors are tired of China and Japan “crying wolf” and more In today’s briefing: EM Watch: Western investors are tired of China and Japan “crying wolf”Positioning…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsMacro Daily Brief Macro: CX Daily: China Debates Pros and Cons of Open-Source AI Models and more In today’s briefing: CX Daily: China Debates Pros and Cons of Open-Source AI Models CX…Smartkarma Daily BriefsJune 27, 2024
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