Daily BriefsMost Read Most Read: Mcdonald’s Japan, Infocom Corp, Exedy Corp, Guzman Y Gomez, Hyundai Motor, Lawson Inc, Webtoon Entertainment, Capitol Health and more In today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketBlackstone…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsMost Read Most Read: Hyundai Motor India , Kagome Co Ltd, Infocom Corp, Exedy Corp, Hyundai Motor , Webtoon Entertainment, L’Occitane, E&D Co Ltd and more In today’s briefing: Hyundai Motor India IPO PreviewKagome (2811) - Well-Flagged Slightly Dilutive Equity Financing…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsMost Read Most Read: L’Occitane, Great Eastern Holdings, Hyundai Motor India , Exedy Corp, Hengdeli Holdings, XPeng , New Oriental Education & Techn, Kagome Co Ltd and more In today’s briefing: L'Occitane (973 HK): Who Owns What, And WhenGreat Eastern (GE SP): Inching…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsMost Read Most Read: Fancl Corp, Keisei Electric Railway Co, Samsung C&T, Great Eastern Holdings, Lynas Corp Ltd, Red 5 Ltd, Webtoon Entertainment, Taiwan Semiconductor (TSMC) and more In today’s briefing: Fancl (4921) TOB - Kirin (2503) Does the Inevitable and Takes Out…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsMost Read Most Read: Fancl Corp, Enchem, Great Eastern Holdings, Jeisys Medical, Abacus Storage King, Lynas Corp Ltd, NVIDIA Corp, Sun Corp, Keisei Electric Railway Co and more In today’s briefing: Fancl (4921) TOB - Kirin (2503) Does the Inevitable and Takes Out…Smartkarma Daily BriefsJune 16, 2024
Daily BriefsMost Read Most Read: Hyundai Mobis, EcoPro Materials, Shift Up, Fancl Corp, Helios Techno Holding, Webtoon Entertainment, Shiseido Company, Enchem and more In today’s briefing: The Latest on the Rumors Surrounding the Death of Chung Mong-Koo of…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: JPX Proposes BIG Changes To TOPIX Rules and more In today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketGuzman…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Blackstone Does a BIG Deal for Infocom (4348) – Minorities Get ¥6 and more In today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/Share…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: L’Occitane (973 HK): Share Alternative a Crucial Step Towards the Offer Being Declared Unconditional and more In today’s briefing: L’Occitane (973 HK): Share Alternative a Crucial Step Towards the Offer Being…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Unexpected Inheritance Tax Rate Reduction Included in July Tax Reform: Impact on Value-Up Trading and more In today’s briefing: Unexpected Inheritance Tax Rate Reduction Included in July Tax Reform: Impact on…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Great Eastern Holdings (GE SP): Playbook as OCBC Offer Declared Final and more In today’s briefing: Great Eastern Holdings (GE SP): Playbook as OCBC Offer Declared Final, IFA…Smartkarma Daily BriefsJune 16, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: The Latest on the Rumors Surrounding the Death of Chung Mong-Koo of Hyundai Motor Group and more In today’s briefing: The Latest on the Rumors Surrounding the Death of Chung Mong-Koo of…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment IPO: The Bull Case and more In today’s briefing: Webtoon Entertainment IPO: The Bull Case Webtoon Entertainment IPO: The Bull CaseBy…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsECM Daily Brief ECM: Mao Geping Cosmetics Pre-IPO – Riding on the Founder’s Reputation and more In today’s briefing: Mao Geping Cosmetics Pre-IPO - Riding on the Founder’s ReputationQuantumPharm IPO Trading…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsECM Daily Brief ECM: Atour Lifestyle Holdings Placement – Well Flagged Deal and more In today’s briefing: Atour Lifestyle Holdings Placement - Well Flagged Deal, past Selldowns Have Done…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsECM Daily Brief ECM: Guzman Y Gomez IPO – Peer Comp and Thoughts on Valuations and more In today’s briefing: Guzman Y Gomez IPO - Peer Comp and Thoughts on ValuationsLalatech IPO:…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsECM Daily Brief ECM: SF Holding Pre-IPO: FY23 and more In today’s briefing: SF Holding Pre-IPO: FY23, Q124 Results Reviewed | Sales Mix Impacts |…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsECM Daily Brief ECM: Tempus AI IPO: AI in Diagnostics at Scale and more In today’s briefing: Tempus AI IPO: AI in Diagnostics at Scale, Investor Sentiment Appears Positive…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: How Netflix bring Asian Content to the Global Audience with Minyoung Kim and more In today’s briefing: How Netflix bring Asian Content to the Global Audience with Minyoung KimEpisode…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tech Supply Chain Tracker (19-Jun-2024): Taiwan wafer industry in 2Q24 and more In today’s briefing: Tech Supply Chain Tracker (19-Jun-2024): Taiwan wafer industry in 2Q24Memory Monitor: Computex…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: The Beat Ideas- Archean Chemical: The Bromine Leader of India and more In today’s briefing: The Beat Ideas- Archean Chemical: The Bromine Leader of IndiaChiba Bank -…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024. and more In today’s briefing: TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024.China Healthcare Weekly…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Medipal Holdings (7459 JP): Mixed FY24 Result; Growth to Continue in FY25; Buyback Plan Announced and more In today’s briefing: Medipal Holdings (7459 JP): Mixed FY24 Result; Growth to Continue in FY25;…Smartkarma Daily BriefsJune 16, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Plover Bay 1523 HK Earnings Preview: Strong H1 FY24 and more In today’s briefing: Plover Bay 1523 HK Earnings Preview: Strong H1 FY24, Rerating to ContinueShiseido…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Apple , Fujitsu Ltd, Money Forward , Black Sesame Technologies, Power Integrations and more In today’s briefing: Episode 72: Apple Intelligence and Closed Loop Private ComputingTech Supply Chain Tracker…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, Novatek Microelectronics Corp, Webtoon Entertainment, Micron Technology, GLOBALFOUNDRIES , Coherent Inc, Qualys Inc, On Semiconductor and more In today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/ShareInfocom…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Miroku Jyoho Service, Unisplendour Corporation Limited, Avant Corp, Xero Ltd, Pci Holdings Inc/Jp, Commvault Systems, Comscore Inc, JFrog, Plexus Corp and more In today’s briefing: Taiwan Tech Weekly: TSMC's 3nm Shortage & Upcoming Price Hikes; Samsung Unveils…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), ARM Holdings, Mediatek Inc, 4Paradigm, NVIDIA Corp, Rumble and more In today’s briefing: TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024.NASDAQ 100 Index…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Avnet Inc, Guidewire Software, Littelfuse Inc, Ma Com Technology Solutions, Smartsheet Inc and more In today’s briefing: MV US Listed Semiconductor 25 Index Rebalance: US$1bn to Sell in NVIDIAAvnet…Smartkarma Daily BriefsJune 16, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shift Up, Plover Bay Technologies, Hon Hai Precision Industry, Intel Corp, GA Technologies, ADTRAN Holdings and more In today’s briefing: Shift Up IPO - Refiling and Other Updates, Not Ranked at the…Smartkarma Daily BriefsJune 15, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Hengdeli Holdings, XPeng , New Oriental Education & Techn, Lufax Holding , Taste Gourmet, Iron Ore and more In today’s briefing: L’Occitane (973 HK): Share Alternative a Crucial Step Towards the Offer Being…Smartkarma Daily BriefsJune 18, 2024
ChinaDaily Briefs Daily Brief China: SHEIN, WuXi AppTec, 4Paradigm, Alibaba Group Holding , BYD, China Railway Signal & Communication, Ascentage Pharma Group Corp, Fangzhou, Iron Ore, China Vanke and more In today’s briefing: Growth of SHEIN, Temu Appears to Be Boosting Asia-US Air Cargo Volume…Smartkarma Daily BriefsJune 17, 2024
ChinaDaily Briefs Daily Brief China: Plover Bay Technologies, Dickson Concepts Intl, Hang Seng Index and more In today’s briefing: Plover Bay 1523 HK Earnings Preview: Strong H1 FY24, Rerating to ContinueDickson…Smartkarma Daily BriefsJune 15, 2024
ChinaDaily Briefs Daily Brief China: Chow Tai Fook Jewellery, JD.com Inc (ADR), Luckin Coffee, Hong Kong Television Network, AP Moeller – Maersk A/S, UMP Healthcare, China Hongqiao and more In today’s briefing: Chow Tai Fook (1929 HK): Disappointed: Consumer Spending Weakened During Dragon BoatLuckin's…Smartkarma Daily BriefsJune 14, 2024
ChinaDaily Briefs Daily Brief China: A8 New Media, Mao Geping Cosmetics, Shenzhen Transsion Holdings , QuantumPharm, Medtide, Yankuang Energy Group, Beijing Capital International Airport (BCIA), Jiangsu Hengrui Medicine, Road King Infrastructure and more In today’s briefing: A8 New Media (800 HK): A Scheme with a 162% Takeover PremiumMao…Smartkarma Daily BriefsJune 13, 2024
ChinaDaily Briefs Daily Brief China: Atour Lifestyle Holdings, China Merchants China Direct Investments, Sciclone Pharmaceuticals, New Gonow Recreational Vehicles, Meituan and more In today’s briefing: Atour Lifestyle Holdings Placement - Well Flagged Deal, past Selldowns Have Done…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsJapan Daily Brief Japan: Mcdonald’s Japan, Money Forward , Mizuho Financial Group, Juroku Financial Group, United Arrows, TSE Tokyo Price Index TOPIX, Geo Holdings, Goldwin Inc and more In today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketMoney…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsJapan Daily Brief Japan: Infocom Corp, Exedy Corp, Lawson Inc, COPRO-HOLDINGS Co Ltd and more In today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/Share…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsJapan Daily Brief Japan: Exedy Corp, Kagome Co Ltd, Chiba Bank, Miroku Jyoho Service, TSE Tokyo Price Index TOPIX, Avant Corp, Pci Holdings Inc/Jp, D.Western Therapeutics Institute Inc., Geechs Inc and more In today’s briefing: Exedy Corp (7278 JP): Murakami Becomes a Substantial ShareholderKagome (2811) - Well-Flagged…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsJapan Daily Brief Japan: Fancl Corp, Kagome Co Ltd, Sun Corp and more In today’s briefing: Merger Arb Mondays (17 Jun) - Fancl, Tatsuta, A8, China TCM, GAPack,…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsJapan Daily Brief Japan: Sun Corp, Keisei Electric Railway Co, Medipal Holdings, TSE Tokyo Price Index TOPIX and more In today’s briefing: Weekly Deals Digest (16 Jun) - Sun Corp, Fancl, Tatsuta, Great Eastern,…Smartkarma Daily BriefsJune 16, 2024
Daily BriefsJapan Daily Brief Japan: Fancl Corp, Helios Techno Holding, Shiseido Company, Raccoon Holdings, Inc., GA Technologies, Good Com Asset, AB&Company Co Ltd, CellSource and more In today’s briefing: Fancl (4921) TOB - Kirin (2503) Does the Inevitable and Takes Out…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsMacro Daily Brief Macro: Korean Government Is Pushing for a Comprehensive Inheritance Reforms – Will They Pass or Fail? and more In today’s briefing: Korean Government Is Pushing for a Comprehensive Inheritance Reforms - Will They…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsMacro Daily Brief Macro: Where Now for the Hong Kong Market? and more In today’s briefing: Where Now for the Hong Kong Market?Hawkish Forward Guidance by Fed Fails…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsMacro Daily Brief Macro: Walker’s Weekly: Dr. Jim’s Summary of Key Global Macro Developments – 14 Jun 2024 and more In today’s briefing: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 14…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsMacro Daily Brief Macro: Ban on Short Selling Stocks in Korea Extended Until March 2025 and more In today’s briefing: Ban on Short Selling Stocks in Korea Extended Until March 2025China's Economy…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsMacro Daily Brief Macro: US CPI Inflation 3.27% y-o-y (consensus 3.4%) in May-24 and more In today’s briefing: US CPI Inflation 3.27% y-o-y (consensus 3.4%) in May-24CX Daily: Turning Research…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsMacro Daily Brief Macro: CrossASEAN Ground Zero – Grab’s ESG Credentials and more In today’s briefing: CrossASEAN Ground Zero - Grab's ESG Credentials, Vinfast in Indonesia, Digital Payments,…Smartkarma Daily BriefsJune 12, 2024
CryptoDaily Briefs Daily Brief Crypto: Edward Woodford: Driving Crypto Adoption – [Making Markets and more In today’s briefing: Edward Woodford: Driving Crypto Adoption - Edward Woodford: Driving Crypto Adoption -…Smartkarma Daily BriefsFebruary 18, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #15 – 90% Likelihood of an Ethereum Spot ETF Approval This Year and more In today’s briefing: Crypto Moves #15 – 90% Likelihood of an Ethereum Spot ETF Approval…Smartkarma Daily BriefsFebruary 16, 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
Daily BriefsMost Read Most Read: Mcdonald’s Japan, Infocom Corp, Exedy Corp, Guzman Y Gomez, Hyundai Motor, Lawson Inc, Webtoon Entertainment, Capitol Health and more In today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketBlackstone…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsMost Read Most Read: Hyundai Motor India , Kagome Co Ltd, Infocom Corp, Exedy Corp, Hyundai Motor , Webtoon Entertainment, L’Occitane, E&D Co Ltd and more In today’s briefing: Hyundai Motor India IPO PreviewKagome (2811) - Well-Flagged Slightly Dilutive Equity Financing…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsMost Read Most Read: L’Occitane, Great Eastern Holdings, Hyundai Motor India , Exedy Corp, Hengdeli Holdings, XPeng , New Oriental Education & Techn, Kagome Co Ltd and more In today’s briefing: L'Occitane (973 HK): Who Owns What, And WhenGreat Eastern (GE SP): Inching…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsMost Read Most Read: Fancl Corp, Keisei Electric Railway Co, Samsung C&T, Great Eastern Holdings, Lynas Corp Ltd, Red 5 Ltd, Webtoon Entertainment, Taiwan Semiconductor (TSMC) and more In today’s briefing: Fancl (4921) TOB - Kirin (2503) Does the Inevitable and Takes Out…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsMost Read Most Read: Fancl Corp, Enchem, Great Eastern Holdings, Jeisys Medical, Abacus Storage King, Lynas Corp Ltd, NVIDIA Corp, Sun Corp, Keisei Electric Railway Co and more In today’s briefing: Fancl (4921) TOB - Kirin (2503) Does the Inevitable and Takes Out…Smartkarma Daily BriefsJune 16, 2024
Daily BriefsMost Read Most Read: Hyundai Mobis, EcoPro Materials, Shift Up, Fancl Corp, Helios Techno Holding, Webtoon Entertainment, Shiseido Company, Enchem and more In today’s briefing: The Latest on the Rumors Surrounding the Death of Chung Mong-Koo of…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: JPX Proposes BIG Changes To TOPIX Rules and more In today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketGuzman…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Blackstone Does a BIG Deal for Infocom (4348) – Minorities Get ¥6 and more In today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/Share…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: L’Occitane (973 HK): Share Alternative a Crucial Step Towards the Offer Being Declared Unconditional and more In today’s briefing: L’Occitane (973 HK): Share Alternative a Crucial Step Towards the Offer Being…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Unexpected Inheritance Tax Rate Reduction Included in July Tax Reform: Impact on Value-Up Trading and more In today’s briefing: Unexpected Inheritance Tax Rate Reduction Included in July Tax Reform: Impact on…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Great Eastern Holdings (GE SP): Playbook as OCBC Offer Declared Final and more In today’s briefing: Great Eastern Holdings (GE SP): Playbook as OCBC Offer Declared Final, IFA…Smartkarma Daily BriefsJune 16, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: The Latest on the Rumors Surrounding the Death of Chung Mong-Koo of Hyundai Motor Group and more In today’s briefing: The Latest on the Rumors Surrounding the Death of Chung Mong-Koo of…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment IPO: The Bull Case and more In today’s briefing: Webtoon Entertainment IPO: The Bull Case Webtoon Entertainment IPO: The Bull CaseBy…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsECM Daily Brief ECM: Mao Geping Cosmetics Pre-IPO – Riding on the Founder’s Reputation and more In today’s briefing: Mao Geping Cosmetics Pre-IPO - Riding on the Founder’s ReputationQuantumPharm IPO Trading…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsECM Daily Brief ECM: Atour Lifestyle Holdings Placement – Well Flagged Deal and more In today’s briefing: Atour Lifestyle Holdings Placement - Well Flagged Deal, past Selldowns Have Done…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsECM Daily Brief ECM: Guzman Y Gomez IPO – Peer Comp and Thoughts on Valuations and more In today’s briefing: Guzman Y Gomez IPO - Peer Comp and Thoughts on ValuationsLalatech IPO:…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsECM Daily Brief ECM: SF Holding Pre-IPO: FY23 and more In today’s briefing: SF Holding Pre-IPO: FY23, Q124 Results Reviewed | Sales Mix Impacts |…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsECM Daily Brief ECM: Tempus AI IPO: AI in Diagnostics at Scale and more In today’s briefing: Tempus AI IPO: AI in Diagnostics at Scale, Investor Sentiment Appears Positive…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: How Netflix bring Asian Content to the Global Audience with Minyoung Kim and more In today’s briefing: How Netflix bring Asian Content to the Global Audience with Minyoung KimEpisode…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tech Supply Chain Tracker (19-Jun-2024): Taiwan wafer industry in 2Q24 and more In today’s briefing: Tech Supply Chain Tracker (19-Jun-2024): Taiwan wafer industry in 2Q24Memory Monitor: Computex…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: The Beat Ideas- Archean Chemical: The Bromine Leader of India and more In today’s briefing: The Beat Ideas- Archean Chemical: The Bromine Leader of IndiaChiba Bank -…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024. and more In today’s briefing: TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024.China Healthcare Weekly…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Medipal Holdings (7459 JP): Mixed FY24 Result; Growth to Continue in FY25; Buyback Plan Announced and more In today’s briefing: Medipal Holdings (7459 JP): Mixed FY24 Result; Growth to Continue in FY25;…Smartkarma Daily BriefsJune 16, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Plover Bay 1523 HK Earnings Preview: Strong H1 FY24 and more In today’s briefing: Plover Bay 1523 HK Earnings Preview: Strong H1 FY24, Rerating to ContinueShiseido…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Apple , Fujitsu Ltd, Money Forward , Black Sesame Technologies, Power Integrations and more In today’s briefing: Episode 72: Apple Intelligence and Closed Loop Private ComputingTech Supply Chain Tracker…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, Novatek Microelectronics Corp, Webtoon Entertainment, Micron Technology, GLOBALFOUNDRIES , Coherent Inc, Qualys Inc, On Semiconductor and more In today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/ShareInfocom…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Miroku Jyoho Service, Unisplendour Corporation Limited, Avant Corp, Xero Ltd, Pci Holdings Inc/Jp, Commvault Systems, Comscore Inc, JFrog, Plexus Corp and more In today’s briefing: Taiwan Tech Weekly: TSMC's 3nm Shortage & Upcoming Price Hikes; Samsung Unveils…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), ARM Holdings, Mediatek Inc, 4Paradigm, NVIDIA Corp, Rumble and more In today’s briefing: TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024.NASDAQ 100 Index…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Avnet Inc, Guidewire Software, Littelfuse Inc, Ma Com Technology Solutions, Smartsheet Inc and more In today’s briefing: MV US Listed Semiconductor 25 Index Rebalance: US$1bn to Sell in NVIDIAAvnet…Smartkarma Daily BriefsJune 16, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shift Up, Plover Bay Technologies, Hon Hai Precision Industry, Intel Corp, GA Technologies, ADTRAN Holdings and more In today’s briefing: Shift Up IPO - Refiling and Other Updates, Not Ranked at the…Smartkarma Daily BriefsJune 15, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Hengdeli Holdings, XPeng , New Oriental Education & Techn, Lufax Holding , Taste Gourmet, Iron Ore and more In today’s briefing: L’Occitane (973 HK): Share Alternative a Crucial Step Towards the Offer Being…Smartkarma Daily BriefsJune 18, 2024
ChinaDaily Briefs Daily Brief China: SHEIN, WuXi AppTec, 4Paradigm, Alibaba Group Holding , BYD, China Railway Signal & Communication, Ascentage Pharma Group Corp, Fangzhou, Iron Ore, China Vanke and more In today’s briefing: Growth of SHEIN, Temu Appears to Be Boosting Asia-US Air Cargo Volume…Smartkarma Daily BriefsJune 17, 2024
ChinaDaily Briefs Daily Brief China: Plover Bay Technologies, Dickson Concepts Intl, Hang Seng Index and more In today’s briefing: Plover Bay 1523 HK Earnings Preview: Strong H1 FY24, Rerating to ContinueDickson…Smartkarma Daily BriefsJune 15, 2024
ChinaDaily Briefs Daily Brief China: Chow Tai Fook Jewellery, JD.com Inc (ADR), Luckin Coffee, Hong Kong Television Network, AP Moeller – Maersk A/S, UMP Healthcare, China Hongqiao and more In today’s briefing: Chow Tai Fook (1929 HK): Disappointed: Consumer Spending Weakened During Dragon BoatLuckin's…Smartkarma Daily BriefsJune 14, 2024
ChinaDaily Briefs Daily Brief China: A8 New Media, Mao Geping Cosmetics, Shenzhen Transsion Holdings , QuantumPharm, Medtide, Yankuang Energy Group, Beijing Capital International Airport (BCIA), Jiangsu Hengrui Medicine, Road King Infrastructure and more In today’s briefing: A8 New Media (800 HK): A Scheme with a 162% Takeover PremiumMao…Smartkarma Daily BriefsJune 13, 2024
ChinaDaily Briefs Daily Brief China: Atour Lifestyle Holdings, China Merchants China Direct Investments, Sciclone Pharmaceuticals, New Gonow Recreational Vehicles, Meituan and more In today’s briefing: Atour Lifestyle Holdings Placement - Well Flagged Deal, past Selldowns Have Done…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsJapan Daily Brief Japan: Mcdonald’s Japan, Money Forward , Mizuho Financial Group, Juroku Financial Group, United Arrows, TSE Tokyo Price Index TOPIX, Geo Holdings, Goldwin Inc and more In today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketMoney…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsJapan Daily Brief Japan: Infocom Corp, Exedy Corp, Lawson Inc, COPRO-HOLDINGS Co Ltd and more In today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/Share…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsJapan Daily Brief Japan: Exedy Corp, Kagome Co Ltd, Chiba Bank, Miroku Jyoho Service, TSE Tokyo Price Index TOPIX, Avant Corp, Pci Holdings Inc/Jp, D.Western Therapeutics Institute Inc., Geechs Inc and more In today’s briefing: Exedy Corp (7278 JP): Murakami Becomes a Substantial ShareholderKagome (2811) - Well-Flagged…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsJapan Daily Brief Japan: Fancl Corp, Kagome Co Ltd, Sun Corp and more In today’s briefing: Merger Arb Mondays (17 Jun) - Fancl, Tatsuta, A8, China TCM, GAPack,…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsJapan Daily Brief Japan: Sun Corp, Keisei Electric Railway Co, Medipal Holdings, TSE Tokyo Price Index TOPIX and more In today’s briefing: Weekly Deals Digest (16 Jun) - Sun Corp, Fancl, Tatsuta, Great Eastern,…Smartkarma Daily BriefsJune 16, 2024
Daily BriefsJapan Daily Brief Japan: Fancl Corp, Helios Techno Holding, Shiseido Company, Raccoon Holdings, Inc., GA Technologies, Good Com Asset, AB&Company Co Ltd, CellSource and more In today’s briefing: Fancl (4921) TOB - Kirin (2503) Does the Inevitable and Takes Out…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsMacro Daily Brief Macro: Korean Government Is Pushing for a Comprehensive Inheritance Reforms – Will They Pass or Fail? and more In today’s briefing: Korean Government Is Pushing for a Comprehensive Inheritance Reforms - Will They…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsMacro Daily Brief Macro: Where Now for the Hong Kong Market? and more In today’s briefing: Where Now for the Hong Kong Market?Hawkish Forward Guidance by Fed Fails…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsMacro Daily Brief Macro: Walker’s Weekly: Dr. Jim’s Summary of Key Global Macro Developments – 14 Jun 2024 and more In today’s briefing: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 14…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsMacro Daily Brief Macro: Ban on Short Selling Stocks in Korea Extended Until March 2025 and more In today’s briefing: Ban on Short Selling Stocks in Korea Extended Until March 2025China's Economy…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsMacro Daily Brief Macro: US CPI Inflation 3.27% y-o-y (consensus 3.4%) in May-24 and more In today’s briefing: US CPI Inflation 3.27% y-o-y (consensus 3.4%) in May-24CX Daily: Turning Research…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsMacro Daily Brief Macro: CrossASEAN Ground Zero – Grab’s ESG Credentials and more In today’s briefing: CrossASEAN Ground Zero - Grab's ESG Credentials, Vinfast in Indonesia, Digital Payments,…Smartkarma Daily BriefsJune 12, 2024
CryptoDaily Briefs Daily Brief Crypto: Edward Woodford: Driving Crypto Adoption – [Making Markets and more In today’s briefing: Edward Woodford: Driving Crypto Adoption - Edward Woodford: Driving Crypto Adoption -…Smartkarma Daily BriefsFebruary 18, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #15 – 90% Likelihood of an Ethereum Spot ETF Approval This Year and more In today’s briefing: Crypto Moves #15 – 90% Likelihood of an Ethereum Spot ETF Approval…Smartkarma Daily BriefsFebruary 16, 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