Daily BriefsMost Read Most Read: Kokusai Electric , Exedy Corp, Asia Vital Components, AU Optronics, Huafa Property Services Group, Deep Yellow Ltd, Barito Renewables Energy, Celltrion Inc, Asmedia Technology and more In today’s briefing: Kokusai Elec (6525) - The Much-Anticipated Lockup ExpiryCash-Rich Exedy (7278) Sees Huge…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsMost Read Most Read: Exedy Corp, Infocom Corp, S.M.Entertainment Co, COSCO SHIPPING Holdings , Alibaba Group Holding , AU Optronics, Huafa Property Services Group, China Merchants China Direct Investments and more In today’s briefing: Cash-Rich Exedy (7278) Sees Huge Offering Offset by Huge Buyback - Watch…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsMost Read Most Read: Korea Stock Exchange Kospi Index, Chilled & Frozen Logistics Holdings, Meituan, Modec Inc, Techwing Inc, Hoshino Resorts Reit, Great Wall Motor, L’Occitane, COSCO SHIPPING Holdings , China Molybdenum Co Ltd H and more In today’s briefing: KRX Announces Final Version of Value-Up Disclosure Guidelines Alongside Dedicated Website LaunchChilled…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsMost Read Most Read: Hanmi Semiconductor, Sciclone Pharmaceuticals, DB Hitek Co., Ltd., Hang Seng Index, Alibaba Group Holding , Modec Inc, Best World International, Grape King Bio, BHP Group Ltd, Honda Motor Co Ltd (Adr) and more In today’s briefing: KOSPI200 June '24 Rebalance: Index Changes Released, 6 Additions & 6 DeletionsSciClone…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsMost Read Most Read: Chilled & Frozen Logistics Holdings, Korea Stock Exchange KOSPI 200, Akeso Biopharma Inc, Shanghai Henlius Biotech , Shift Up, Sciclone Pharmaceuticals, Hanmi Semiconductor, DB Hitek Co., Ltd. and more In today’s briefing: Chilled & Frozen Logistics (9099) Gone Ballistic - Reminder of Structure, Price,…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsMost Read Most Read: Rakuten, Keisei Electric Railway Co, Eoflow, Korea Stock Exchange KOSPI 200, Shanghai Henlius Biotech , Shift Up, Trent Ltd and more In today’s briefing: If Rakuten (4755) Combines Financial Units... Who Wins and How? Well... It's…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: S&P/ASX Index Rebalance Preview: Regular & Ad Hoc Changes in June and more In today’s briefing: S&P/ASX Index Rebalance Preview: Regular & Ad Hoc Changes in JunePNB Housing:…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Cash-Rich Exedy (7278) Sees Huge Offering Offset by Huge Buyback – Watch For Short-Term Games and more In today’s briefing: Cash-Rich Exedy (7278) Sees Huge Offering Offset by Huge Buyback - Watch…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: KRX Announces Final Version of Value-Up Disclosure Guidelines Alongside Dedicated Website Launch and more In today’s briefing: KRX Announces Final Version of Value-Up Disclosure Guidelines Alongside Dedicated Website LaunchChilled…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Best World (BEST SP): Best and Final S$2.56 Offer and more In today’s briefing: Best World (BEST SP): Best and Final S$2.56 Offer(Mostly) Asia-Pac M&A: KFC…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: SciClone Pharma (6600 HK): Scheme Vote on 19 June and more In today’s briefing: SciClone Pharma (6600 HK): Scheme Vote on 19 JuneKOSPI200 June '24 Rebalance:…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: EOFlow (294090 KS): Suitably Pumped and more In today’s briefing: EOFlow (294090 KS): Suitably PumpedFSS Head Lee Made an Urgent TV Appearance…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsECM Daily Brief ECM: Weekly Deals Digest (26 May) – Henlius and more In today’s briefing: Weekly Deals Digest (26 May) - Henlius, HKTV, SciClone, KFC, Best World,…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsECM Daily Brief ECM: Shift Up IPO – The Positives – All Games Have Done Well and more In today’s briefing: Shift Up IPO - The Positives - All Games Have Done WellShift…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsECM Daily Brief ECM: Go Digit IPO Trading – Low Subscription Rate and more In today’s briefing: Go Digit IPO Trading - Low Subscription Rate, Not All Shares Are…Smartkarma Daily BriefsMay 23, 2024
Daily BriefsECM Daily Brief ECM: MODEC (6296 JP): The Current Playbook and more In today’s briefing: MODEC (6296 JP): The Current PlaybookRaspberry Pi IPO PreviewAUB Group Placement -…Smartkarma Daily BriefsMay 22, 2024
Daily BriefsECM Daily Brief ECM: Renesas (6723) – Denso Selldown Starts; Fourth Large Renesas Block in 6mos (Two More To Come) and more In today’s briefing: Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos…Smartkarma Daily BriefsMay 21, 2024
Daily BriefsECM Daily Brief ECM: Lalatech Holdings: FCF Growth Accelerated and more In today’s briefing: Lalatech Holdings: FCF Growth Accelerated, Margins Improved, Fair Value May Be North…Smartkarma Daily BriefsMay 20, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Baidu Inc.: What Are Their Expansion Plans Of AI Offerings Beyond Ernie? – Major Drivers and more In today’s briefing: Baidu Inc.: What Are Their Expansion Plans Of AI Offerings Beyond Ernie?…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Tech Weekly: TSMC’s Latest Sub-Industry Guidance; PC Names Strong; Computex & Apple WDC Ahead and more In today’s briefing: Taiwan Tech Weekly: TSMC's Latest Sub-Industry Guidance; PC Names Strong; Computex &…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba Group: A Story Of Cross-Border E-commerce Scale-up! – Major Drivers and more In today’s briefing: Alibaba Group: A Story Of Cross-Border E-commerce Scale-up! - Major DriversAsian Dividend…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Formosa Sumco Technology – Earnings and more In today’s briefing: Formosa Sumco Technology - Earnings, Returns, Financial Position, Worsening DramaticallyTech Supply Chain…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: XM / Xiaomi (1810 HK): 1Q24 and more In today’s briefing: XM / Xiaomi (1810 HK): 1Q24, Revenue Up by 27%, Smartphone Shipments…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: PDD (PDD US): 1Q24 and more In today’s briefing: PDD (PDD US): 1Q24, Rev Up by 131% and Margin Reaching Historical…Smartkarma Daily BriefsMay 23, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Asmedia Technology, Akatsuki Inc, Shift Up, Samsung Electronics, Darktrace, LY , United Microelectronics Corp, Datatec Limited and more In today’s briefing: Nvidia Earnings Overview: Networking in FocusASMedia GDR Offering - Well Flagged, and…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, AU Optronics, Asia Vital Components, Baidu, Renesas Electronics, Qualcomm Inc, iQIYI Inc, Lalatech Holdings Co Ltd, Take Two Interactive Software, Inc, Shift Up and more In today’s briefing: Infocom (4348 JP) - The Meaning of 'Binding Bids' and '¥250bn'Yuanta Taiwan…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Techwing Inc, CosmoAM&T , Taiwan Semiconductor (TSMC) – ADR, Vanguard Intl Semiconductor, Renesas Electronics, Baidu and more In today’s briefing: KOSDAQ150 Index Rebalance: Short Sell Ban Definitely HelpingKOSPI200 Index Rebalance: Index Committee…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Cisco Systems, Dropbox Inc, Dynatrace , Epam Systems, Nanometrics Inc, Qorvo Inc, Unity Software and more In today’s briefing: Cisco Systems: AI InvestmentsDropbox Inc.: Investments in AI-Enabled Experiences and New Market…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hanmi Semiconductor, DB Hitek Co., Ltd., Lenovo, Formosa Sumco Technology, Kuaishou Technology, Warner Music Group , Fox , ROBLOX , NortonLifeLock, Akamai Technologies and more In today’s briefing: KOSPI200 June '24 Rebalance: Index Changes Released, 6 Additions & 6 DeletionsUnexpected…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shift Up, Tata Technologies, Xiaomi Corp, Full Truck Alliance , Shinfox Energy Co Ltd, Marvell Technology , Immersion Corporation, Shopify , Hubspot Inc and more In today’s briefing: Shift Up IPO - The Positives - All Games Have Done WellTata…Smartkarma Daily BriefsMay 24, 2024
ChinaDaily Briefs Daily Brief China: Alibaba Group Holding , Legend Biotech Corp and more In today’s briefing: Alibaba Group: A Story Of Cross-Border E-commerce Scale-up! - Major DriversLegend Biotech…Smartkarma Daily BriefsMay 26, 2024
ChinaDaily Briefs Daily Brief China: Sciclone Pharmaceuticals, Hang Seng Index, PDD Holdings, Kuaishou Technology and more In today’s briefing: SciClone Pharma (6600 HK): Scheme Vote on 19 JuneEQD | Hang Seng…Smartkarma Daily BriefsMay 25, 2024
ChinaDaily Briefs Daily Brief China: Shanghai Henlius Biotech , Xiaomi Corp, Sun Art Retail, Trip.com, Full Truck Alliance , China International Capital Corporation, Sciclone Pharmaceuticals, China Vanke and more In today’s briefing: Henlius Biotech (2696 HK): Fosun Offer?Henlius (2696 HK): Privatisation by Fosun Pharma?XM…Smartkarma Daily BriefsMay 24, 2024
ChinaDaily Briefs Daily Brief China: Hong Kong Television Network, PDD Holdings, Li Auto , Kuaishou Technology, Contemporary Amperex Technology (CATL), Shanghai Cell Therapy Group, SJM Holdings and more In today’s briefing: HKTV (1137 HK): Co-Founders' Ruse to Increase Their Grip Through a Share…Smartkarma Daily BriefsMay 23, 2024
ChinaDaily Briefs Daily Brief China: Prosus NV, Tencent, Trip.com Group , Hong Kong Television Network, Shenzhen Mindray Bio-Medical Electronics and more In today’s briefing: StubWorld: Bloisi's Appointment Stalls The Prosus Accretion TradeGAI-Related Numbers and Quotes from…Smartkarma Daily BriefsMay 22, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Li Auto , China Resources Beverage, Shulan Health Management, Health And Happiness (H&H) and more In today’s briefing: L'Occitane (973 HK): Who Owns What, And WhenLi Auto (LI US): 1Q24,…Smartkarma Daily BriefsMay 21, 2024
Daily BriefsJapan Daily Brief Japan: Akatsuki Inc, LY , TSE Tokyo Price Index TOPIX, JTEC Corp/Osaka and more In today’s briefing: Akatsuki Inc (TYO 3932): A $188M Net Net Japanese Game DeveloperYahoo Still…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsJapan Daily Brief Japan: Exedy Corp, Infocom Corp, Amuse Inc, Starts Corp Inc, Shimamura and more In today’s briefing: Cash-Rich Exedy (7278) Sees Huge Offering Offset by Huge Buyback - Watch…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsJapan Daily Brief Japan: Chilled & Frozen Logistics Holdings, Hoshino Resorts Reit, Renesas Electronics, TSE Tokyo Price Index TOPIX and more In today’s briefing: Chilled & Frozen Logistics (9099 JP): Irrational Exuberance Takes HoldHoshino Resorts REIT…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsJapan Daily Brief Japan: Modec Inc, Sony Corp, Honda Motor Co Ltd (Adr), TSE Tokyo Price Index TOPIX and more In today’s briefing: Weekly Deals Digest (26 May) - Henlius, HKTV, SciClone, KFC, Best World,…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsJapan Daily Brief Japan: Sumitomo Mitsui Financial Group and more In today’s briefing: Japanese Bigger-Cap Banks – Rates Story Continues, with the Prospect of Equity…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsJapan Daily Brief Japan: Toyota Motor Corp Spon Adr, Terumo Corp, TSE Tokyo Price Index TOPIX and more In today’s briefing: Toyota Motor Corporation: Is It Finally Making The Much-Awaited Shift Towards EVs…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsMacro Daily Brief Macro: Positioning Watch – The real world strikes back and more In today’s briefing: Positioning Watch – The real world strikes backDon’t Let the Bull Throw…Smartkarma Daily BriefsMay 23, 2024
Daily BriefsMacro Daily Brief Macro: India Economics: Where Are Private Investments in the Growth Story? and more In today’s briefing: India Economics: Where Are Private Investments in the Growth Story?Great Game –…Smartkarma Daily BriefsMay 22, 2024
Daily BriefsMacro Daily Brief Macro: Portfolio Watch: Are you paying attention to China? and more In today’s briefing: Portfolio Watch: Are you paying attention to China?Steno Signals #100 – China’s…Smartkarma Daily BriefsMay 21, 2024
Daily BriefsMacro Daily Brief Macro: Global Monetary Policy Easing Cycle: Nuanced Challenges Across Jurisdictions and more In today’s briefing: Global Monetary Policy Easing Cycle: Nuanced Challenges Across JurisdictionsWhy New Highs Can…Smartkarma Daily BriefsMay 20, 2024
Daily BriefsMacro Daily Brief Macro: Long 10Y and more In today’s briefing: Long 10Y, Short 2Y on Yield Curve NormalisationWalker’s Weekly: Dr. Jim's Summary…Smartkarma Daily BriefsMay 18, 2024
Daily BriefsMacro Daily Brief Macro: The Latest CPI Release Teases Markets and more In today’s briefing: The Latest CPI Release Teases MarketsCX Daily: How Will the U.S. Import…Smartkarma Daily BriefsMay 17, 2024
CryptoDaily Briefs Daily Brief Crypto: Keone Hon of Monad: 10 and more In today’s briefing: Keone Hon of Monad: 10,000 TPS & Full EVM Equivalence - A…Smartkarma Daily BriefsFebruary 15, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #14 – It’s Not About What’s There and more In today’s briefing: Crypto Moves #14 – It’s Not About What’s There, But What Isn’t…Smartkarma Daily BriefsFebruary 9, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #11 – One Week Into the ETFs and more In today’s briefing: Crypto Moves #11 – One Week Into the ETFs Crypto Moves #11…Smartkarma Daily BriefsJanuary 19, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #10 – Next and more In today’s briefing: Crypto Moves #10 – Next, EthereumHong Kong Prepares to Launch First Spot…Smartkarma Daily BriefsJanuary 12, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #9 – Is It Too Obvious That 2024 is the Year of Crypto? and more In today’s briefing: Crypto Moves #9 – Is It Too Obvious That 2024 is the…Smartkarma Daily BriefsJanuary 9, 2024
CryptoDaily Briefs Daily Brief Crypto: A Comprehensive Analysis of Zetachain (Executive Summary) and more In today’s briefing: A Comprehensive Analysis of Zetachain (Executive Summary)Year Ahead for DeFi 2024 (Executive…Smartkarma Daily BriefsJanuary 7, 2024
Daily BriefsMost Read Most Read: Kokusai Electric , Exedy Corp, Asia Vital Components, AU Optronics, Huafa Property Services Group, Deep Yellow Ltd, Barito Renewables Energy, Celltrion Inc, Asmedia Technology and more In today’s briefing: Kokusai Elec (6525) - The Much-Anticipated Lockup ExpiryCash-Rich Exedy (7278) Sees Huge…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsMost Read Most Read: Exedy Corp, Infocom Corp, S.M.Entertainment Co, COSCO SHIPPING Holdings , Alibaba Group Holding , AU Optronics, Huafa Property Services Group, China Merchants China Direct Investments and more In today’s briefing: Cash-Rich Exedy (7278) Sees Huge Offering Offset by Huge Buyback - Watch…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsMost Read Most Read: Korea Stock Exchange Kospi Index, Chilled & Frozen Logistics Holdings, Meituan, Modec Inc, Techwing Inc, Hoshino Resorts Reit, Great Wall Motor, L’Occitane, COSCO SHIPPING Holdings , China Molybdenum Co Ltd H and more In today’s briefing: KRX Announces Final Version of Value-Up Disclosure Guidelines Alongside Dedicated Website LaunchChilled…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsMost Read Most Read: Hanmi Semiconductor, Sciclone Pharmaceuticals, DB Hitek Co., Ltd., Hang Seng Index, Alibaba Group Holding , Modec Inc, Best World International, Grape King Bio, BHP Group Ltd, Honda Motor Co Ltd (Adr) and more In today’s briefing: KOSPI200 June '24 Rebalance: Index Changes Released, 6 Additions & 6 DeletionsSciClone…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsMost Read Most Read: Chilled & Frozen Logistics Holdings, Korea Stock Exchange KOSPI 200, Akeso Biopharma Inc, Shanghai Henlius Biotech , Shift Up, Sciclone Pharmaceuticals, Hanmi Semiconductor, DB Hitek Co., Ltd. and more In today’s briefing: Chilled & Frozen Logistics (9099) Gone Ballistic - Reminder of Structure, Price,…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsMost Read Most Read: Rakuten, Keisei Electric Railway Co, Eoflow, Korea Stock Exchange KOSPI 200, Shanghai Henlius Biotech , Shift Up, Trent Ltd and more In today’s briefing: If Rakuten (4755) Combines Financial Units... Who Wins and How? Well... It's…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: S&P/ASX Index Rebalance Preview: Regular & Ad Hoc Changes in June and more In today’s briefing: S&P/ASX Index Rebalance Preview: Regular & Ad Hoc Changes in JunePNB Housing:…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Cash-Rich Exedy (7278) Sees Huge Offering Offset by Huge Buyback – Watch For Short-Term Games and more In today’s briefing: Cash-Rich Exedy (7278) Sees Huge Offering Offset by Huge Buyback - Watch…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: KRX Announces Final Version of Value-Up Disclosure Guidelines Alongside Dedicated Website Launch and more In today’s briefing: KRX Announces Final Version of Value-Up Disclosure Guidelines Alongside Dedicated Website LaunchChilled…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Best World (BEST SP): Best and Final S$2.56 Offer and more In today’s briefing: Best World (BEST SP): Best and Final S$2.56 Offer(Mostly) Asia-Pac M&A: KFC…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: SciClone Pharma (6600 HK): Scheme Vote on 19 June and more In today’s briefing: SciClone Pharma (6600 HK): Scheme Vote on 19 JuneKOSPI200 June '24 Rebalance:…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: EOFlow (294090 KS): Suitably Pumped and more In today’s briefing: EOFlow (294090 KS): Suitably PumpedFSS Head Lee Made an Urgent TV Appearance…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsECM Daily Brief ECM: Weekly Deals Digest (26 May) – Henlius and more In today’s briefing: Weekly Deals Digest (26 May) - Henlius, HKTV, SciClone, KFC, Best World,…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsECM Daily Brief ECM: Shift Up IPO – The Positives – All Games Have Done Well and more In today’s briefing: Shift Up IPO - The Positives - All Games Have Done WellShift…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsECM Daily Brief ECM: Go Digit IPO Trading – Low Subscription Rate and more In today’s briefing: Go Digit IPO Trading - Low Subscription Rate, Not All Shares Are…Smartkarma Daily BriefsMay 23, 2024
Daily BriefsECM Daily Brief ECM: MODEC (6296 JP): The Current Playbook and more In today’s briefing: MODEC (6296 JP): The Current PlaybookRaspberry Pi IPO PreviewAUB Group Placement -…Smartkarma Daily BriefsMay 22, 2024
Daily BriefsECM Daily Brief ECM: Renesas (6723) – Denso Selldown Starts; Fourth Large Renesas Block in 6mos (Two More To Come) and more In today’s briefing: Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos…Smartkarma Daily BriefsMay 21, 2024
Daily BriefsECM Daily Brief ECM: Lalatech Holdings: FCF Growth Accelerated and more In today’s briefing: Lalatech Holdings: FCF Growth Accelerated, Margins Improved, Fair Value May Be North…Smartkarma Daily BriefsMay 20, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Baidu Inc.: What Are Their Expansion Plans Of AI Offerings Beyond Ernie? – Major Drivers and more In today’s briefing: Baidu Inc.: What Are Their Expansion Plans Of AI Offerings Beyond Ernie?…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Tech Weekly: TSMC’s Latest Sub-Industry Guidance; PC Names Strong; Computex & Apple WDC Ahead and more In today’s briefing: Taiwan Tech Weekly: TSMC's Latest Sub-Industry Guidance; PC Names Strong; Computex &…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba Group: A Story Of Cross-Border E-commerce Scale-up! – Major Drivers and more In today’s briefing: Alibaba Group: A Story Of Cross-Border E-commerce Scale-up! - Major DriversAsian Dividend…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Formosa Sumco Technology – Earnings and more In today’s briefing: Formosa Sumco Technology - Earnings, Returns, Financial Position, Worsening DramaticallyTech Supply Chain…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: XM / Xiaomi (1810 HK): 1Q24 and more In today’s briefing: XM / Xiaomi (1810 HK): 1Q24, Revenue Up by 27%, Smartphone Shipments…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: PDD (PDD US): 1Q24 and more In today’s briefing: PDD (PDD US): 1Q24, Rev Up by 131% and Margin Reaching Historical…Smartkarma Daily BriefsMay 23, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Asmedia Technology, Akatsuki Inc, Shift Up, Samsung Electronics, Darktrace, LY , United Microelectronics Corp, Datatec Limited and more In today’s briefing: Nvidia Earnings Overview: Networking in FocusASMedia GDR Offering - Well Flagged, and…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, AU Optronics, Asia Vital Components, Baidu, Renesas Electronics, Qualcomm Inc, iQIYI Inc, Lalatech Holdings Co Ltd, Take Two Interactive Software, Inc, Shift Up and more In today’s briefing: Infocom (4348 JP) - The Meaning of 'Binding Bids' and '¥250bn'Yuanta Taiwan…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Techwing Inc, CosmoAM&T , Taiwan Semiconductor (TSMC) – ADR, Vanguard Intl Semiconductor, Renesas Electronics, Baidu and more In today’s briefing: KOSDAQ150 Index Rebalance: Short Sell Ban Definitely HelpingKOSPI200 Index Rebalance: Index Committee…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Cisco Systems, Dropbox Inc, Dynatrace , Epam Systems, Nanometrics Inc, Qorvo Inc, Unity Software and more In today’s briefing: Cisco Systems: AI InvestmentsDropbox Inc.: Investments in AI-Enabled Experiences and New Market…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hanmi Semiconductor, DB Hitek Co., Ltd., Lenovo, Formosa Sumco Technology, Kuaishou Technology, Warner Music Group , Fox , ROBLOX , NortonLifeLock, Akamai Technologies and more In today’s briefing: KOSPI200 June '24 Rebalance: Index Changes Released, 6 Additions & 6 DeletionsUnexpected…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shift Up, Tata Technologies, Xiaomi Corp, Full Truck Alliance , Shinfox Energy Co Ltd, Marvell Technology , Immersion Corporation, Shopify , Hubspot Inc and more In today’s briefing: Shift Up IPO - The Positives - All Games Have Done WellTata…Smartkarma Daily BriefsMay 24, 2024
ChinaDaily Briefs Daily Brief China: Alibaba Group Holding , Legend Biotech Corp and more In today’s briefing: Alibaba Group: A Story Of Cross-Border E-commerce Scale-up! - Major DriversLegend Biotech…Smartkarma Daily BriefsMay 26, 2024
ChinaDaily Briefs Daily Brief China: Sciclone Pharmaceuticals, Hang Seng Index, PDD Holdings, Kuaishou Technology and more In today’s briefing: SciClone Pharma (6600 HK): Scheme Vote on 19 JuneEQD | Hang Seng…Smartkarma Daily BriefsMay 25, 2024
ChinaDaily Briefs Daily Brief China: Shanghai Henlius Biotech , Xiaomi Corp, Sun Art Retail, Trip.com, Full Truck Alliance , China International Capital Corporation, Sciclone Pharmaceuticals, China Vanke and more In today’s briefing: Henlius Biotech (2696 HK): Fosun Offer?Henlius (2696 HK): Privatisation by Fosun Pharma?XM…Smartkarma Daily BriefsMay 24, 2024
ChinaDaily Briefs Daily Brief China: Hong Kong Television Network, PDD Holdings, Li Auto , Kuaishou Technology, Contemporary Amperex Technology (CATL), Shanghai Cell Therapy Group, SJM Holdings and more In today’s briefing: HKTV (1137 HK): Co-Founders' Ruse to Increase Their Grip Through a Share…Smartkarma Daily BriefsMay 23, 2024
ChinaDaily Briefs Daily Brief China: Prosus NV, Tencent, Trip.com Group , Hong Kong Television Network, Shenzhen Mindray Bio-Medical Electronics and more In today’s briefing: StubWorld: Bloisi's Appointment Stalls The Prosus Accretion TradeGAI-Related Numbers and Quotes from…Smartkarma Daily BriefsMay 22, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Li Auto , China Resources Beverage, Shulan Health Management, Health And Happiness (H&H) and more In today’s briefing: L'Occitane (973 HK): Who Owns What, And WhenLi Auto (LI US): 1Q24,…Smartkarma Daily BriefsMay 21, 2024
Daily BriefsJapan Daily Brief Japan: Akatsuki Inc, LY , TSE Tokyo Price Index TOPIX, JTEC Corp/Osaka and more In today’s briefing: Akatsuki Inc (TYO 3932): A $188M Net Net Japanese Game DeveloperYahoo Still…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsJapan Daily Brief Japan: Exedy Corp, Infocom Corp, Amuse Inc, Starts Corp Inc, Shimamura and more In today’s briefing: Cash-Rich Exedy (7278) Sees Huge Offering Offset by Huge Buyback - Watch…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsJapan Daily Brief Japan: Chilled & Frozen Logistics Holdings, Hoshino Resorts Reit, Renesas Electronics, TSE Tokyo Price Index TOPIX and more In today’s briefing: Chilled & Frozen Logistics (9099 JP): Irrational Exuberance Takes HoldHoshino Resorts REIT…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsJapan Daily Brief Japan: Modec Inc, Sony Corp, Honda Motor Co Ltd (Adr), TSE Tokyo Price Index TOPIX and more In today’s briefing: Weekly Deals Digest (26 May) - Henlius, HKTV, SciClone, KFC, Best World,…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsJapan Daily Brief Japan: Sumitomo Mitsui Financial Group and more In today’s briefing: Japanese Bigger-Cap Banks – Rates Story Continues, with the Prospect of Equity…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsJapan Daily Brief Japan: Toyota Motor Corp Spon Adr, Terumo Corp, TSE Tokyo Price Index TOPIX and more In today’s briefing: Toyota Motor Corporation: Is It Finally Making The Much-Awaited Shift Towards EVs…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsMacro Daily Brief Macro: Positioning Watch – The real world strikes back and more In today’s briefing: Positioning Watch – The real world strikes backDon’t Let the Bull Throw…Smartkarma Daily BriefsMay 23, 2024
Daily BriefsMacro Daily Brief Macro: India Economics: Where Are Private Investments in the Growth Story? and more In today’s briefing: India Economics: Where Are Private Investments in the Growth Story?Great Game –…Smartkarma Daily BriefsMay 22, 2024
Daily BriefsMacro Daily Brief Macro: Portfolio Watch: Are you paying attention to China? and more In today’s briefing: Portfolio Watch: Are you paying attention to China?Steno Signals #100 – China’s…Smartkarma Daily BriefsMay 21, 2024
Daily BriefsMacro Daily Brief Macro: Global Monetary Policy Easing Cycle: Nuanced Challenges Across Jurisdictions and more In today’s briefing: Global Monetary Policy Easing Cycle: Nuanced Challenges Across JurisdictionsWhy New Highs Can…Smartkarma Daily BriefsMay 20, 2024
Daily BriefsMacro Daily Brief Macro: Long 10Y and more In today’s briefing: Long 10Y, Short 2Y on Yield Curve NormalisationWalker’s Weekly: Dr. Jim's Summary…Smartkarma Daily BriefsMay 18, 2024
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