Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Chinese Estates Holdings, T Gaia Corp, Lotte Non Life Insurance Co, Shanghai Henlius Biotech , Midea Real Estate Holding , Hyundai Motor India , Prosus NV and more In today’s briefing: Palliser Gets ISS/GL Nods for Keisei AGM Proposals - How Will The…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsMost Read Most Read: Mitsui & Co Ltd, Swire Properties, MMG, Sanil Electric, Sun Corp, T Gaia Corp, Lotte Non Life Insurance Co, Shanghai Henlius Biotech , Japan Hotel Reit Investment and more In today’s briefing: Mitsui & Co (8031) - ¥100bn Overnight Equity OfferingSwire Properties (1972 HK):…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsMost Read Most Read: Ryohin Keikaku, Infocom Corp, MMG, Exedy Corp, L’Occitane, Swire Properties, Taiwan Semiconductor (TSMC) – ADR, Malaysia Airports Holdings, LS Electric and more In today’s briefing: Sep24 Nikkei 225 Rebal - Still 1 ADD, 1 DELETE, 1 Dark…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsMost Read Most Read: Ryohin Keikaku, Barito Renewables Energy, Infocom Corp, Korea Stock Exchange KOSPI 200, Silergy Corp, Exedy Corp, Webtoon Entertainment, L’Occitane, United Microelectronics Corp and more In today’s briefing: - Murakami Group Goes Activisting on Exedy (7278) - Room To RunSep24…Smartkarma Daily BriefsJune 23, 2024
Daily BriefsMost Read Most Read: LG Energy Solution, Exedy Corp, Guzman Y Gomez, Ryohin Keikaku, Barito Renewables Energy, SenseTime Group , Giant Biogene, Hengdeli Holdings, China Merchants China Direct Investments, Allied Blenders & Distillers and more In today’s briefing: Mandatory Block Deal Pre-Announcement Requirement in Korea Starting 24 July: Impact on…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsMost Read Most Read: Mcdonald’s Japan, SBI Sumishin Net Bank , Mimasu Semiconductor Industry, Mizuho Financial Group, Tatsuta Electric Wire & Cable, Mma Offshore, SK Innovation, SenseTime Group , Ryohin Keikaku and more In today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketTOPIX…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Midea Real Estate (3990 HK): An In-Specie Distribution to Unlock Value 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 BriefsEvent-Driven Daily Brief Event-Driven: T-Gaia (3738 JP) – Possible Premium Takeout Story and more In today’s briefing: T-Gaia (3738 JP) - Possible Premium Takeout StoryUnlocking Value: SEBI's New Special…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: MMG (1208 HK) Rights Trading Dynamics and more In today’s briefing: MMG (1208 HK) Rights Trading DynamicsSwire Properties (1972 HK): Potential Passive Selling…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: Infocom and more In today’s briefing: (Mostly) Asia-Pac M&A: Infocom, Capitol Health, MMA Offshore, Mimasu, Tatsuta Elect., Great…Smartkarma Daily BriefsJune 23, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: CMCDI (133 HK): Kan Re-Elected. But Only Just and more In today’s briefing: CMCDI (133 HK): Kan Re-Elected. But Only JustCrowdStrike Joins S&P 500EQD |…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: TOPIX Market Consultation: Wider Next-Gen Universe in a Couple of Years; But Stocks Moving Already and more In today’s briefing: TOPIX Market Consultation: Wider Next-Gen Universe in a Couple of Years; But…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsECM Daily Brief ECM: Sensetime Placement – Seems Highly Opportunistic and more In today’s briefing: Sensetime Placement - Seems Highly OpportunisticMuthoot Microfin Lockup Expiry - Pre-IPO Investors…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment IPO – Further Thoughts on Valuation – Acquisitions and more In today’s briefing: Webtoon Entertainment IPO - Further Thoughts on Valuation - Acquisitions, BuyoutsGuzman Y…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment (WBTN US) IPO: Valuation Insights and more In today’s briefing: Webtoon Entertainment (WBTN US) IPO: Valuation InsightsWebtoon Entertainment IPO - Thoughts on…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsECM Daily Brief ECM: Kagome (2811) – Well-Flagged Slightly Dilutive Equity Financing for High ROIC Purchase and more In today’s briefing: Kagome (2811) - Well-Flagged Slightly Dilutive Equity Financing for High ROIC PurchaseHyundai…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment (WBTN US) IPO: The Bear Case and more In today’s briefing: Webtoon Entertainment (WBTN US) IPO: The Bear CaseGrowth of SHEIN, Temu Appears…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsECM Daily Brief ECM: Shift Up IPO – Refiling and Other Updates and more In today’s briefing: Shift Up IPO - Refiling and Other Updates, Not Ranked at the…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Cover Corp (TYO 5253) – High Growth Opportunity in the Expanding VTuber Sector and more In today’s briefing: Cover Corp (TYO 5253) - High Growth Opportunity in the Expanding VTuber…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: StubWorld: Sun Corp (6736 JP) Running Out Of Puff? and more In today’s briefing: StubWorld: Sun Corp (6736 JP) Running Out Of Puff?Mega Caps Thrive But…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Dual-Listings Monitor: TSMC & ASE Premiums Drop Sharply; ChipMOS Extreme Discount and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC & ASE Premiums Drop Sharply; ChipMOS Extreme DiscountCathay…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Will Apple Intelligence Drive IPhone Maker past USD 4 Trillion in Market Cap? and more In today’s briefing: Will Apple Intelligence Drive IPhone Maker past USD 4 Trillion in Market…Smartkarma Daily BriefsJune 23, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Edelweiss: Co-Lending Led Credit Business Is Now Gaining Momentum and more In today’s briefing: Edelweiss: Co-Lending Led Credit Business Is Now Gaining MomentumMMG Rights Issue –…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taste Gourmet (8371 HK): Strong FY24 and more In today’s briefing: Taste Gourmet (8371 HK): Strong FY24, 6.7x PE, Cash ~23% of Mkt…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NCSOFT Corp, Cover Corp, Taiwan Semiconductor (TSMC), Samsung Electronics, Micron Technology, Xiao I , Formfactor Inc, Celestica, Cargurus , Belden Inc and more In today’s briefing: NCSoft: Corporate Split-Off of Two DivisionsCover Corp (TYO 5253) - High Growth…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Taiwan Semiconductor (TSMC), Softbank Group, Torex Semiconductor, Aviat Networks and more In today’s briefing: Mega Caps Thrive But Other Tech Firms Are Punished for Lack of…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Erajaya Swasembada and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC & ASE Premiums Drop Sharply; ChipMOS Extreme DiscountErajaya…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, Apple , Silergy Corp, United Microelectronics Corp, Novatek Microelectronics Corp and more In today’s briefing: (Mostly) Asia-Pac M&A: Infocom, Capitol Health, MMA Offshore, Mimasu, Tatsuta Elect., Great…Smartkarma Daily BriefsJune 23, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Crowdstrike Holdings , Tianju Dihe Technology, Baltic Classifieds Group , Foxconn Industrial Internet and more In today’s briefing: CrowdStrike Joins S&P 500Tianju Dihe Technology IPO: Limited Room For Multiple Expansion…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Mimasu Semiconductor Industry, SenseTime Group , PC Partner, Elan Microelectronics, Mixi Inc, TYC Brother Industrial, Perfect and more In today’s briefing: Shin-Etsu Chem TOB for Rest of Mimasu Semi (8155) - Far Too…Smartkarma Daily BriefsJune 21, 2024
ChinaDaily Briefs Daily Brief China: MMG, Swire Properties, Cathay Pacific Airways, YSB, Guangzhou Automobile Group, Acotec Scientific Holdings, Greentown China and more In today’s briefing: MMG (1208 HK): Rights Trade PlaybookSwire Properties (1972 HK): Potential Passive Selling…Smartkarma Daily BriefsJune 24, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Luxshare Precision Industry, Trip.com and more In today’s briefing: Weekly Deals Digest (23 Jun) - L'Occitane, Exedy, Infocom, Mimasu, Tatsuta, MMA…Smartkarma Daily BriefsJune 23, 2024
ChinaDaily Briefs Daily Brief China: China Merchants China Direct Investments, Tianju Dihe Technology, Foxconn Industrial Internet and more In today’s briefing: CMCDI (133 HK): Kan Re-Elected. But Only JustTianju Dihe Technology IPO: Limited…Smartkarma Daily BriefsJune 22, 2024
ChinaDaily Briefs Daily Brief China: Taste Gourmet, SenseTime Group , PC Partner, Hengdeli Holdings, Shanghai Rural Commercial Bank, Sa Sa International Hldgs, China Merchants China Direct Investments, Road King Infrastructure and more In today’s briefing: Taste Gourmet (8371 HK): Strong FY24, 6.7x PE, Cash ~23% of Mkt…Smartkarma Daily BriefsJune 21, 2024
ChinaDaily Briefs Daily Brief China: Cosco Shipping Energy Transportation Co. Ltd. (H), West China Cement, Black Sesame Technologies, Bloks Group, Soft International Group and more In today’s briefing: Recent Sell-Off in Tanker Stocks Provides an Opportunity in Cosco Shipping Energy…Smartkarma Daily BriefsJune 20, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, COFCO Joycome Foods, Hutchmed China Ltd, ENN Energy and more In today’s briefing: L'Occitane (973 HK): No, PLP Is Not Getting A Back-End BumpCOFCO Joycome…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsJapan Daily Brief Japan: Cover Corp, TSE Tokyo Price Index TOPIX and more In today’s briefing: Cover Corp (TYO 5253) - High Growth Opportunity in the Expanding VTuber…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsJapan Daily Brief Japan: Mitsui & Co Ltd, Sun Corp, T Gaia Corp, Japan Hotel Reit Investment, ASICS Corp, Softbank Group, Torex Semiconductor, Nakanishi Inc, Intloop and more In today’s briefing: Mitsui & Co (8031) - ¥100bn Overnight Equity OfferingStubWorld: Sun Corp (6736…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX and more In today’s briefing: What Lies Behind the Inability to Come up with Flexible Cash Usage…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsJapan Daily Brief Japan: Infocom Corp, Exedy Corp and more In today’s briefing: (Mostly) Asia-Pac M&A: Infocom, Capitol Health, MMA Offshore, Mimasu, Tatsuta Elect., Great…Smartkarma Daily BriefsJune 23, 2024
Daily BriefsJapan Daily Brief Japan: Migalo Holdings, TSE Tokyo Price Index TOPIX and more In today’s briefing: Migalo Holdings (5535 JP) - Full-Year FY2024/3 Earnings ReviewContent of Disclosures Is…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsJapan Daily Brief Japan: SBI Sumishin Net Bank , Mimasu Semiconductor Industry, Tatsuta Electric Wire & Cable, Ryohin Keikaku, Takeda Pharmaceutical , Mixi Inc and more In today’s briefing: TOPIX Market Consultation: Wider Next-Gen Universe in a Couple of Years; But…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsMacro Daily Brief Macro: India: Record Exposure Gives Rise to Caution and more In today’s briefing: India: Record Exposure Gives Rise to CautionUS Crude Oil Output at Risk…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsMacro Daily Brief Macro: Why the November Election Matters to Gold and more In today’s briefing: Why the November Election Matters to GoldWhy the Breadth Divergence May Not…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsMacro Daily Brief Macro: Liquidity Watch: The $ liquidity outlook remains solid for Q3 and more In today’s briefing: Liquidity Watch: The $ liquidity outlook remains solid for Q3Walker’s Weekly: Dr.…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsMacro Daily Brief Macro: Monthly Monitor: China Activity Data (May 2024) and more In today’s briefing: Monthly Monitor: China Activity Data (May 2024)Revisiting the Japanese Market – Time…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsMacro Daily Brief Macro: China Economic Scenarios and more In today’s briefing: China Economic ScenariosEM Watch: Is the Chinese copper demand down 40%?Positioning Watch…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsMacro Daily Brief Macro: CX Daily: China’s Sports Corruption Dragnet Casts Pall Ahead of Paris Olympics and more In today’s briefing: CX Daily: China’s Sports Corruption Dragnet Casts Pall Ahead of Paris Olympics…Smartkarma Daily BriefsJune 19, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #18 – The Least Speculative Crypto Bull Market and more In today’s briefing: Crypto Moves #18 – The Least Speculative Crypto Bull Market Crypto Moves…Smartkarma Daily BriefsMarch 8, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Two Scenarios and more In today’s briefing: Crypto Crisp: Two Scenarios Crypto Crisp: Two ScenariosBy Mads EberhardtLast week was…Smartkarma Daily BriefsMarch 5, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #17 – Is Michael Saylor and more In today’s briefing: Crypto Moves #17 – Is Michael Saylor, in fact, Satoshi Nakamoto? Crypto…Smartkarma Daily BriefsMarch 1, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Finally and more In today’s briefing: Crypto Crisp: Finally, Uniswap Crypto Crisp: Finally, UniswapBy Mads EberhardtEthereum has surged…Smartkarma Daily BriefsFebruary 27, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #16 – Why We Are Long Ethereum Layer 2s and more In today’s briefing: Crypto Moves #16 – Why We Are Long Ethereum Layer 2s Crypto…Smartkarma Daily BriefsFebruary 23, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp – Signs of Euphoria and more In today’s briefing: Crypto Crisp – Signs of Euphoria Crypto Crisp – Signs of EuphoriaBy…Smartkarma Daily BriefsFebruary 20, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Chinese Estates Holdings, T Gaia Corp, Lotte Non Life Insurance Co, Shanghai Henlius Biotech , Midea Real Estate Holding , Hyundai Motor India , Prosus NV and more In today’s briefing: Palliser Gets ISS/GL Nods for Keisei AGM Proposals - How Will The…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsMost Read Most Read: Mitsui & Co Ltd, Swire Properties, MMG, Sanil Electric, Sun Corp, T Gaia Corp, Lotte Non Life Insurance Co, Shanghai Henlius Biotech , Japan Hotel Reit Investment and more In today’s briefing: Mitsui & Co (8031) - ¥100bn Overnight Equity OfferingSwire Properties (1972 HK):…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsMost Read Most Read: Ryohin Keikaku, Infocom Corp, MMG, Exedy Corp, L’Occitane, Swire Properties, Taiwan Semiconductor (TSMC) – ADR, Malaysia Airports Holdings, LS Electric and more In today’s briefing: Sep24 Nikkei 225 Rebal - Still 1 ADD, 1 DELETE, 1 Dark…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsMost Read Most Read: Ryohin Keikaku, Barito Renewables Energy, Infocom Corp, Korea Stock Exchange KOSPI 200, Silergy Corp, Exedy Corp, Webtoon Entertainment, L’Occitane, United Microelectronics Corp and more In today’s briefing: - Murakami Group Goes Activisting on Exedy (7278) - Room To RunSep24…Smartkarma Daily BriefsJune 23, 2024
Daily BriefsMost Read Most Read: LG Energy Solution, Exedy Corp, Guzman Y Gomez, Ryohin Keikaku, Barito Renewables Energy, SenseTime Group , Giant Biogene, Hengdeli Holdings, China Merchants China Direct Investments, Allied Blenders & Distillers and more In today’s briefing: Mandatory Block Deal Pre-Announcement Requirement in Korea Starting 24 July: Impact on…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsMost Read Most Read: Mcdonald’s Japan, SBI Sumishin Net Bank , Mimasu Semiconductor Industry, Mizuho Financial Group, Tatsuta Electric Wire & Cable, Mma Offshore, SK Innovation, SenseTime Group , Ryohin Keikaku and more In today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketTOPIX…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Midea Real Estate (3990 HK): An In-Specie Distribution to Unlock Value 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 BriefsEvent-Driven Daily Brief Event-Driven: T-Gaia (3738 JP) – Possible Premium Takeout Story and more In today’s briefing: T-Gaia (3738 JP) - Possible Premium Takeout StoryUnlocking Value: SEBI's New Special…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: MMG (1208 HK) Rights Trading Dynamics and more In today’s briefing: MMG (1208 HK) Rights Trading DynamicsSwire Properties (1972 HK): Potential Passive Selling…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: Infocom and more In today’s briefing: (Mostly) Asia-Pac M&A: Infocom, Capitol Health, MMA Offshore, Mimasu, Tatsuta Elect., Great…Smartkarma Daily BriefsJune 23, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: CMCDI (133 HK): Kan Re-Elected. But Only Just and more In today’s briefing: CMCDI (133 HK): Kan Re-Elected. But Only JustCrowdStrike Joins S&P 500EQD |…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: TOPIX Market Consultation: Wider Next-Gen Universe in a Couple of Years; But Stocks Moving Already and more In today’s briefing: TOPIX Market Consultation: Wider Next-Gen Universe in a Couple of Years; But…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsECM Daily Brief ECM: Sensetime Placement – Seems Highly Opportunistic and more In today’s briefing: Sensetime Placement - Seems Highly OpportunisticMuthoot Microfin Lockup Expiry - Pre-IPO Investors…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment IPO – Further Thoughts on Valuation – Acquisitions and more In today’s briefing: Webtoon Entertainment IPO - Further Thoughts on Valuation - Acquisitions, BuyoutsGuzman Y…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment (WBTN US) IPO: Valuation Insights and more In today’s briefing: Webtoon Entertainment (WBTN US) IPO: Valuation InsightsWebtoon Entertainment IPO - Thoughts on…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsECM Daily Brief ECM: Kagome (2811) – Well-Flagged Slightly Dilutive Equity Financing for High ROIC Purchase and more In today’s briefing: Kagome (2811) - Well-Flagged Slightly Dilutive Equity Financing for High ROIC PurchaseHyundai…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment (WBTN US) IPO: The Bear Case and more In today’s briefing: Webtoon Entertainment (WBTN US) IPO: The Bear CaseGrowth of SHEIN, Temu Appears…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsECM Daily Brief ECM: Shift Up IPO – Refiling and Other Updates and more In today’s briefing: Shift Up IPO - Refiling and Other Updates, Not Ranked at the…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Cover Corp (TYO 5253) – High Growth Opportunity in the Expanding VTuber Sector and more In today’s briefing: Cover Corp (TYO 5253) - High Growth Opportunity in the Expanding VTuber…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: StubWorld: Sun Corp (6736 JP) Running Out Of Puff? and more In today’s briefing: StubWorld: Sun Corp (6736 JP) Running Out Of Puff?Mega Caps Thrive But…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Dual-Listings Monitor: TSMC & ASE Premiums Drop Sharply; ChipMOS Extreme Discount and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC & ASE Premiums Drop Sharply; ChipMOS Extreme DiscountCathay…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Will Apple Intelligence Drive IPhone Maker past USD 4 Trillion in Market Cap? and more In today’s briefing: Will Apple Intelligence Drive IPhone Maker past USD 4 Trillion in Market…Smartkarma Daily BriefsJune 23, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Edelweiss: Co-Lending Led Credit Business Is Now Gaining Momentum and more In today’s briefing: Edelweiss: Co-Lending Led Credit Business Is Now Gaining MomentumMMG Rights Issue –…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taste Gourmet (8371 HK): Strong FY24 and more In today’s briefing: Taste Gourmet (8371 HK): Strong FY24, 6.7x PE, Cash ~23% of Mkt…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NCSOFT Corp, Cover Corp, Taiwan Semiconductor (TSMC), Samsung Electronics, Micron Technology, Xiao I , Formfactor Inc, Celestica, Cargurus , Belden Inc and more In today’s briefing: NCSoft: Corporate Split-Off of Two DivisionsCover Corp (TYO 5253) - High Growth…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Taiwan Semiconductor (TSMC), Softbank Group, Torex Semiconductor, Aviat Networks and more In today’s briefing: Mega Caps Thrive But Other Tech Firms Are Punished for Lack of…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Erajaya Swasembada and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC & ASE Premiums Drop Sharply; ChipMOS Extreme DiscountErajaya…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, Apple , Silergy Corp, United Microelectronics Corp, Novatek Microelectronics Corp and more In today’s briefing: (Mostly) Asia-Pac M&A: Infocom, Capitol Health, MMA Offshore, Mimasu, Tatsuta Elect., Great…Smartkarma Daily BriefsJune 23, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Crowdstrike Holdings , Tianju Dihe Technology, Baltic Classifieds Group , Foxconn Industrial Internet and more In today’s briefing: CrowdStrike Joins S&P 500Tianju Dihe Technology IPO: Limited Room For Multiple Expansion…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Mimasu Semiconductor Industry, SenseTime Group , PC Partner, Elan Microelectronics, Mixi Inc, TYC Brother Industrial, Perfect and more In today’s briefing: Shin-Etsu Chem TOB for Rest of Mimasu Semi (8155) - Far Too…Smartkarma Daily BriefsJune 21, 2024
ChinaDaily Briefs Daily Brief China: MMG, Swire Properties, Cathay Pacific Airways, YSB, Guangzhou Automobile Group, Acotec Scientific Holdings, Greentown China and more In today’s briefing: MMG (1208 HK): Rights Trade PlaybookSwire Properties (1972 HK): Potential Passive Selling…Smartkarma Daily BriefsJune 24, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Luxshare Precision Industry, Trip.com and more In today’s briefing: Weekly Deals Digest (23 Jun) - L'Occitane, Exedy, Infocom, Mimasu, Tatsuta, MMA…Smartkarma Daily BriefsJune 23, 2024
ChinaDaily Briefs Daily Brief China: China Merchants China Direct Investments, Tianju Dihe Technology, Foxconn Industrial Internet and more In today’s briefing: CMCDI (133 HK): Kan Re-Elected. But Only JustTianju Dihe Technology IPO: Limited…Smartkarma Daily BriefsJune 22, 2024
ChinaDaily Briefs Daily Brief China: Taste Gourmet, SenseTime Group , PC Partner, Hengdeli Holdings, Shanghai Rural Commercial Bank, Sa Sa International Hldgs, China Merchants China Direct Investments, Road King Infrastructure and more In today’s briefing: Taste Gourmet (8371 HK): Strong FY24, 6.7x PE, Cash ~23% of Mkt…Smartkarma Daily BriefsJune 21, 2024
ChinaDaily Briefs Daily Brief China: Cosco Shipping Energy Transportation Co. Ltd. (H), West China Cement, Black Sesame Technologies, Bloks Group, Soft International Group and more In today’s briefing: Recent Sell-Off in Tanker Stocks Provides an Opportunity in Cosco Shipping Energy…Smartkarma Daily BriefsJune 20, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, COFCO Joycome Foods, Hutchmed China Ltd, ENN Energy and more In today’s briefing: L'Occitane (973 HK): No, PLP Is Not Getting A Back-End BumpCOFCO Joycome…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsJapan Daily Brief Japan: Cover Corp, TSE Tokyo Price Index TOPIX and more In today’s briefing: Cover Corp (TYO 5253) - High Growth Opportunity in the Expanding VTuber…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsJapan Daily Brief Japan: Mitsui & Co Ltd, Sun Corp, T Gaia Corp, Japan Hotel Reit Investment, ASICS Corp, Softbank Group, Torex Semiconductor, Nakanishi Inc, Intloop and more In today’s briefing: Mitsui & Co (8031) - ¥100bn Overnight Equity OfferingStubWorld: Sun Corp (6736…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX and more In today’s briefing: What Lies Behind the Inability to Come up with Flexible Cash Usage…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsJapan Daily Brief Japan: Infocom Corp, Exedy Corp and more In today’s briefing: (Mostly) Asia-Pac M&A: Infocom, Capitol Health, MMA Offshore, Mimasu, Tatsuta Elect., Great…Smartkarma Daily BriefsJune 23, 2024
Daily BriefsJapan Daily Brief Japan: Migalo Holdings, TSE Tokyo Price Index TOPIX and more In today’s briefing: Migalo Holdings (5535 JP) - Full-Year FY2024/3 Earnings ReviewContent of Disclosures Is…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsJapan Daily Brief Japan: SBI Sumishin Net Bank , Mimasu Semiconductor Industry, Tatsuta Electric Wire & Cable, Ryohin Keikaku, Takeda Pharmaceutical , Mixi Inc and more In today’s briefing: TOPIX Market Consultation: Wider Next-Gen Universe in a Couple of Years; But…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsMacro Daily Brief Macro: India: Record Exposure Gives Rise to Caution and more In today’s briefing: India: Record Exposure Gives Rise to CautionUS Crude Oil Output at Risk…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsMacro Daily Brief Macro: Why the November Election Matters to Gold and more In today’s briefing: Why the November Election Matters to GoldWhy the Breadth Divergence May Not…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsMacro Daily Brief Macro: Liquidity Watch: The $ liquidity outlook remains solid for Q3 and more In today’s briefing: Liquidity Watch: The $ liquidity outlook remains solid for Q3Walker’s Weekly: Dr.…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsMacro Daily Brief Macro: Monthly Monitor: China Activity Data (May 2024) and more In today’s briefing: Monthly Monitor: China Activity Data (May 2024)Revisiting the Japanese Market – Time…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsMacro Daily Brief Macro: China Economic Scenarios and more In today’s briefing: China Economic ScenariosEM Watch: Is the Chinese copper demand down 40%?Positioning Watch…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsMacro Daily Brief Macro: CX Daily: China’s Sports Corruption Dragnet Casts Pall Ahead of Paris Olympics and more In today’s briefing: CX Daily: China’s Sports Corruption Dragnet Casts Pall Ahead of Paris Olympics…Smartkarma Daily BriefsJune 19, 2024
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