Daily BriefsMost Read Most Read: Yunnan Aluminium Co Ltd A, Apple , Korea Stock Exchange Kospi Index, SK Telecom, A8 New Media, Bharat Heavy Electricals, Sigma Healthcare, Taiwan Semiconductor (TSMC) – ADR, Chow Tai Fook Jewellery and more In today’s briefing: CSI300/CSI500 Index Rebalance: Big Flows and US$5bn Round-Trip TradeTechnology Select Sector Index…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Helios Techno Holding, Tatsuta Electric Wire & Cable, Sciclone Pharmaceuticals, Judo Capital, A8 New Media, Mao Geping Cosmetics, SK Telecom and more In today’s briefing: Palliser Gets ISS/GL Nods for Keisei AGM Proposals - How Will The…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsMost Read Most Read: LG Energy Solution, Sun Corp, Keisei Electric Railway Co, Jeisys Medical, CPMC Holdings, Korea Stock Exchange KOSPI 200, Medical Data Vision, Atour Lifestyle Holdings, Aozora Bank Ltd, Judo Capital and more In today’s briefing: Mandatory Block Deal Pre-Announcement Requirement in Korea Starting 24 July: Impact on…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsMost Read Most Read: SK Bioscience , Sun Corp, Nan Ya Printed Circuit Board, Asia Cement China, LG Energy Solution, Siemens Ltd, Jeisys Medical, Wisetech Global, Asia Vital Components and more In today’s briefing: Block Deal Prospects Arising from SK Group's Corporate ReshuffleUnsolicited Partial Offer for…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsMost Read Most Read: SK Square , KKR & Co, Yanolja, CPMC Holdings, Greatview Aseptic Packaging, Jeisys Medical, Genex Power Ltd, Far Eastern New Century, China Oilfield Services H and more In today’s briefing: Potential Merger Dynamics Involving SK Inc, SK Square, & SK HynixS&P500/400/600 Index…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsMost Read Most Read: IDP Education, SK Square , CPMC Holdings, Altium Ltd, Yanolja, indie Semiconductor , Teijin Ltd, NIFTY Index and more In today’s briefing: MV Australia Equal Weight Index Rebalance Preview: Close Deletions in JunePotential Merger…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Technology Select Sector Index (XLK US): NVIDIA Could Flip Places with Apple; HUGE Flows and more In today’s briefing: Technology Select Sector Index (XLK US): NVIDIA Could Flip Places with Apple;…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Helios Techno Holding (6927) TOB – Today Could Be The Day and more In today’s briefing: Helios Techno Holding (6927) TOB - Today Could Be The DayTatsuta Electric…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: [JAPAN ACTIVISM] Palliser Gets ISS/GL Nods for Keisei AGM Proposals – How Will The Swing Vote Swing? and more In today’s briefing: Palliser Gets ISS/GL Nods for Keisei AGM Proposals - How Will The…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Unsolicited Partial Offer for 19% of Sun Corp (6736 JP) – Play on Cellebrite from SPAC Sponsor and more In today’s briefing: Unsolicited Partial Offer for 19% of Sun Corp (6736 JP) - Play…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: S&P500/400/600 Index Rebalance: Huge Size to Trade in a Few Stocks and more In today’s briefing: S&P500/400/600 Index Rebalance: Huge Size to Trade in a Few StocksMerger Arb…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Potential Merger Dynamics Involving SK Inc and more In today’s briefing: Potential Merger Dynamics Involving SK Inc, SK Square, & SK HynixCPMC Holdings…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsECM Daily Brief ECM: Initial Thoughts on the Yanolja IPO and more In today’s briefing: Initial Thoughts on the Yanolja IPO Initial Thoughts on the Yanolja IPOBy…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsECM Daily Brief ECM: What Did FSS Point Out to Shift Up? & What Impact Would It Have on Bookbuilding Sentiment? and more In today’s briefing: What Did FSS Point Out to Shift Up? & What Impact Would…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsECM Daily Brief ECM: Shift Up Delays the IPO and Stellar Blade Tops Number One Game in the US in April and more In today’s briefing: Shift Up Delays the IPO and Stellar Blade Tops Number One Game…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsECM Daily Brief ECM: MMG (1208 HK) – $1.1bn+ Rights Offering – Expect Regular Rights Trading Dynamics and more In today’s briefing: MMG (1208 HK) - $1.1bn+ Rights Offering - Expect Regular Rights Trading…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment IPO Preview and more In today’s briefing: Webtoon Entertainment IPO PreviewYankuang Energy Placement - Doesn’t Appear Well Flagged Although…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (3rd June 2024) – Shift Up and more In today’s briefing: ECM Weekly (3rd June 2024) - Shift Up, QuantumPharm, Telix, Sompo, ASMedia,…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Dual-Listings Monitor: TSMC Historically Extreme Premium Continues; CHT at Short Level Again and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Historically Extreme Premium Continues; CHT at Short Level…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Reliance’s Next Mega Industrial Hub: The Rise of Navi Mumbai and more In today’s briefing: Reliance's Next Mega Industrial Hub: The Rise of Navi MumbaiTranssion (688036 CH):…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Daiwa to Buy More Aozora (8304) Shares – Murakami-San Escapes and more In today’s briefing: Daiwa to Buy More Aozora (8304) Shares - Murakami-San EscapesSamsonite (1910 HK): …Smartkarma Daily BriefsJune 12, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Smartkarma Corporate Webinar | Miniso: Leveraging China’s Manufacturing Capacity for the Global Market and more In today’s briefing: Smartkarma Corporate Webinar | Miniso: Leveraging China's Manufacturing Capacity for the Global…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Rohm (6963 JP): Negative Scenario Discounted and more In today’s briefing: Rohm (6963 JP): Negative Scenario DiscountedChina Healthcare Weekly (Jun.9) - New Akeso-Summit…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: [Meituan (3690 HK and more In today’s briefing: : Counting on Execution to Navigate the UncertaintiesChubb Limited: What Is Their…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Apple , Taiwan Semiconductor (TSMC) – ADR, Tesla , AEM, Aptiv PLC, Cyber Security Cloud Inc, OpenAI, Broadleaf, Ai Holdings and more In today’s briefing: Technology Select Sector Index (XLK US): NVIDIA Could Flip Places with Apple;…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: A8 New Media, SK Telecom, Shenzhen Transsion Holdings , Sony Corp, i-mobile Co Ltd and more In today’s briefing: A8 New Media (800 HK): A Scheme with a 162% Takeover PremiumProposed…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Core Scientific, Salesforce.Com Inc, SmartRent, Instructure Holdings , BigCommerce Holdings, Solid State PLC, DXC Technology Co and more In today’s briefing: Taiwan Tech Weekly: Apple Unveils New AI Capabilities at WDC; PC Makers…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Nan Ya Printed Circuit Board, LG Energy Solution, Wisetech Global, NVIDIA Corp, Asia Vital Components, Lalatech Holdings Co Ltd, AViC , Ceragon Networks , POET Technologies , Acal PLC and more In today’s briefing: Yuanta/P-Shares Taiwan Div+ ETF Rebalance: One Surprise as Round-Trip Trade Hits US$2.3bnMandatory…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, NAURA Technology Group, Robosense Technology, Dropbox Inc, NetEase and more In today’s briefing: ECM Weekly (10th June 2024) - Webtoon, Shift Up, QuantumPharm, Guzman, Kakaopay,…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Altium Ltd, Ciena Corp and more In today’s briefing: (Mostly) Asia-Pac M&A: CPMC, Nagatanien, APM Services, Altium, Austal, Shinko Elect, HollysysCiena…Smartkarma Daily BriefsJune 9, 2024
ChinaDaily Briefs Daily Brief China: MINISO Group Holding , CPMC Holdings, Lalatech Holdings Co Ltd, Minieye Technology, China Jinmao Holdings and more In today’s briefing: Smartkarma Corporate Webinar | Miniso: Leveraging China's Manufacturing Capacity for the Global…Smartkarma Daily BriefsJune 11, 2024
ChinaDaily Briefs Daily Brief China: Greatview Aseptic Packaging, China Oilfield Services H, Asia Cement China, S.F. Holding, CNOOC Ltd, Tencent, NAURA Technology Group, Genscript Biotech, Robosense Technology and more In today’s briefing: Merger Arb Mondays (10 Jun) - GA Pack, Asia Cement, CPMC, Nagatanien,…Smartkarma Daily BriefsJune 10, 2024
ChinaDaily Briefs Daily Brief China: CPMC Holdings, Meituan and more In today’s briefing: CPMC Holdings (906 HK): ORG’s Competing Offer Kicks off an AuctionGame On…Smartkarma Daily BriefsJune 9, 2024
ChinaDaily Briefs Daily Brief China: indie Semiconductor and more In today’s briefing: Can indie Semiconductor Get Acquired? A Market-Defining Technology With High Differentiation &…Smartkarma Daily BriefsJune 8, 2024
ChinaDaily Briefs Daily Brief China: Meituan, Water Oasis, QuantumPharm, Greentown China and more In today’s briefing: Meituan Is the Biggest Beneficiary of China's Domestic Travel RecoveryMT/ Meituan (3690…Smartkarma Daily BriefsJune 7, 2024
ChinaDaily Briefs Daily Brief China: Asia Cement China, CK Asset Holdings, Alibaba Group Holding , China Medical System, Onewo , Midea Group Co Ltd A, China Jinmao Holdings and more In today’s briefing: Asia Cement China (743 HK): A Low-Balled Offer Set up to FailCK…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsJapan Daily Brief Japan: Takeda Pharmaceutical, TSE Tokyo Price Index TOPIX, Cyber Security Cloud Inc, Kfc Holdings Japan, Broadleaf, Alconix Corp and more In today’s briefing: Takeda (4502 JP)– AvoidCompanies with Low ROEs Have Corporate Governance Practices that…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsJapan Daily Brief Japan: Helios Techno Holding, Tatsuta Electric Wire & Cable, i-mobile Co Ltd, CRE Inc/Japan, GiG Works and more In today’s briefing: Helios Techno Holding (6927) TOB - Today Could Be The DayTatsuta Electric…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co, Medical Data Vision, Aozora Bank Ltd, Fast Retailing, Rakuten Bank, TSE Tokyo Price Index TOPIX, Adastria Co Ltd and more In today’s briefing: Palliser Gets ISS/GL Nods for Keisei AGM Proposals - How Will The…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsJapan Daily Brief Japan: Sun Corp, Marui Group, AViC and more In today’s briefing: Unsolicited Partial Offer for 19% of Sun Corp (6736 JP) - Play…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsJapan Daily Brief Japan: ROHM Co Ltd, TSE Tokyo Price Index TOPIX and more In today’s briefing: Rohm (6963 JP): Negative Scenario DiscountedChallenge Is to Raise Governance and Return…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsJapan Daily Brief Japan: Teijin Ltd and more In today’s briefing: Weekly Deals Digest (09 Jun) - Teijin, Nagatanien, CF Logistics, Asia Cement,…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsMacro Daily Brief Macro: Malaysia Economics: Is “Digital Tiger” Malaysia About to Roar Again? and more In today’s briefing: Malaysia Economics: Is “Digital Tiger” Malaysia About to Roar Again?The Week at…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsMacro Daily Brief Macro: “Wham and more In today’s briefing: "Wham, Bam, Thank You Ma'am" – Commodities Get SlammedPositive Outlook for Global…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsMacro Daily Brief Macro: Walker’s Weekly: Dr. Jim’s Summary of Key Global Macro Developments – 7 Jun 2024 and more In today’s briefing: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 7…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsMacro Daily Brief Macro: China’s Declining Population Growth and more In today’s briefing: China’s Declining Population Growth, Labor Participation, and Aging PopulationPrecious Perspectives Part 1:…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsMacro Daily Brief Macro: India Politics: Setback for Modi Heralds Era of Uncertain Coalition Politics and more In today’s briefing: India Politics: Setback for Modi Heralds Era of Uncertain Coalition PoliticsIs that…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsMacro Daily Brief Macro: ETFs Are Reaching Way Beyond Passive Investing and more In today’s briefing: ETFs Are Reaching Way Beyond Passive InvestingImpact of China’s Economic Deceleration on…Smartkarma Daily BriefsJune 5, 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
CryptoDaily Briefs Daily Brief Crypto: Year Ahead for Markets 2024 and more In today’s briefing: Year Ahead for Markets 2024 Year Ahead for Markets 2024By Gerryl Pay…Smartkarma Daily BriefsDecember 25, 2023
CryptoDaily Briefs Daily Brief Crypto: Michael Lee – In Focus: The Market for Rare Photos – [Making Markets and more In today’s briefing: Michael Lee - In Focus: The Market for Rare Photos - Michael…Smartkarma Daily BriefsDecember 23, 2023
CryptoDaily Briefs Daily Brief Crypto: The Year Ahead For Gaming 2024 (Executive Summary) and more In today’s briefing: The Year Ahead For Gaming 2024 (Executive Summary) The Year Ahead For…Smartkarma Daily BriefsDecember 17, 2023
CryptoDaily Briefs Daily Brief Crypto: Year Ahead For NFTs 2024 (Executive Summary) and more In today’s briefing: Year Ahead For NFTs 2024 (Executive Summary) Year Ahead For NFTs 2024…Smartkarma Daily BriefsDecember 15, 2023
Daily BriefsMost Read Most Read: Yunnan Aluminium Co Ltd A, Apple , Korea Stock Exchange Kospi Index, SK Telecom, A8 New Media, Bharat Heavy Electricals, Sigma Healthcare, Taiwan Semiconductor (TSMC) – ADR, Chow Tai Fook Jewellery and more In today’s briefing: CSI300/CSI500 Index Rebalance: Big Flows and US$5bn Round-Trip TradeTechnology Select Sector Index…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Helios Techno Holding, Tatsuta Electric Wire & Cable, Sciclone Pharmaceuticals, Judo Capital, A8 New Media, Mao Geping Cosmetics, SK Telecom and more In today’s briefing: Palliser Gets ISS/GL Nods for Keisei AGM Proposals - How Will The…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsMost Read Most Read: LG Energy Solution, Sun Corp, Keisei Electric Railway Co, Jeisys Medical, CPMC Holdings, Korea Stock Exchange KOSPI 200, Medical Data Vision, Atour Lifestyle Holdings, Aozora Bank Ltd, Judo Capital and more In today’s briefing: Mandatory Block Deal Pre-Announcement Requirement in Korea Starting 24 July: Impact on…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsMost Read Most Read: SK Bioscience , Sun Corp, Nan Ya Printed Circuit Board, Asia Cement China, LG Energy Solution, Siemens Ltd, Jeisys Medical, Wisetech Global, Asia Vital Components and more In today’s briefing: Block Deal Prospects Arising from SK Group's Corporate ReshuffleUnsolicited Partial Offer for…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsMost Read Most Read: SK Square , KKR & Co, Yanolja, CPMC Holdings, Greatview Aseptic Packaging, Jeisys Medical, Genex Power Ltd, Far Eastern New Century, China Oilfield Services H and more In today’s briefing: Potential Merger Dynamics Involving SK Inc, SK Square, & SK HynixS&P500/400/600 Index…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsMost Read Most Read: IDP Education, SK Square , CPMC Holdings, Altium Ltd, Yanolja, indie Semiconductor , Teijin Ltd, NIFTY Index and more In today’s briefing: MV Australia Equal Weight Index Rebalance Preview: Close Deletions in JunePotential Merger…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Technology Select Sector Index (XLK US): NVIDIA Could Flip Places with Apple; HUGE Flows and more In today’s briefing: Technology Select Sector Index (XLK US): NVIDIA Could Flip Places with Apple;…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Helios Techno Holding (6927) TOB – Today Could Be The Day and more In today’s briefing: Helios Techno Holding (6927) TOB - Today Could Be The DayTatsuta Electric…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: [JAPAN ACTIVISM] Palliser Gets ISS/GL Nods for Keisei AGM Proposals – How Will The Swing Vote Swing? and more In today’s briefing: Palliser Gets ISS/GL Nods for Keisei AGM Proposals - How Will The…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Unsolicited Partial Offer for 19% of Sun Corp (6736 JP) – Play on Cellebrite from SPAC Sponsor and more In today’s briefing: Unsolicited Partial Offer for 19% of Sun Corp (6736 JP) - Play…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: S&P500/400/600 Index Rebalance: Huge Size to Trade in a Few Stocks and more In today’s briefing: S&P500/400/600 Index Rebalance: Huge Size to Trade in a Few StocksMerger Arb…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Potential Merger Dynamics Involving SK Inc and more In today’s briefing: Potential Merger Dynamics Involving SK Inc, SK Square, & SK HynixCPMC Holdings…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsECM Daily Brief ECM: Initial Thoughts on the Yanolja IPO and more In today’s briefing: Initial Thoughts on the Yanolja IPO Initial Thoughts on the Yanolja IPOBy…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsECM Daily Brief ECM: What Did FSS Point Out to Shift Up? & What Impact Would It Have on Bookbuilding Sentiment? and more In today’s briefing: What Did FSS Point Out to Shift Up? & What Impact Would…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsECM Daily Brief ECM: Shift Up Delays the IPO and Stellar Blade Tops Number One Game in the US in April and more In today’s briefing: Shift Up Delays the IPO and Stellar Blade Tops Number One Game…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsECM Daily Brief ECM: MMG (1208 HK) – $1.1bn+ Rights Offering – Expect Regular Rights Trading Dynamics and more In today’s briefing: MMG (1208 HK) - $1.1bn+ Rights Offering - Expect Regular Rights Trading…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment IPO Preview and more In today’s briefing: Webtoon Entertainment IPO PreviewYankuang Energy Placement - Doesn’t Appear Well Flagged Although…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (3rd June 2024) – Shift Up and more In today’s briefing: ECM Weekly (3rd June 2024) - Shift Up, QuantumPharm, Telix, Sompo, ASMedia,…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Dual-Listings Monitor: TSMC Historically Extreme Premium Continues; CHT at Short Level Again and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Historically Extreme Premium Continues; CHT at Short Level…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Reliance’s Next Mega Industrial Hub: The Rise of Navi Mumbai and more In today’s briefing: Reliance's Next Mega Industrial Hub: The Rise of Navi MumbaiTranssion (688036 CH):…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Daiwa to Buy More Aozora (8304) Shares – Murakami-San Escapes and more In today’s briefing: Daiwa to Buy More Aozora (8304) Shares - Murakami-San EscapesSamsonite (1910 HK): …Smartkarma Daily BriefsJune 12, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Smartkarma Corporate Webinar | Miniso: Leveraging China’s Manufacturing Capacity for the Global Market and more In today’s briefing: Smartkarma Corporate Webinar | Miniso: Leveraging China's Manufacturing Capacity for the Global…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Rohm (6963 JP): Negative Scenario Discounted and more In today’s briefing: Rohm (6963 JP): Negative Scenario DiscountedChina Healthcare Weekly (Jun.9) - New Akeso-Summit…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: [Meituan (3690 HK and more In today’s briefing: : Counting on Execution to Navigate the UncertaintiesChubb Limited: What Is Their…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Apple , Taiwan Semiconductor (TSMC) – ADR, Tesla , AEM, Aptiv PLC, Cyber Security Cloud Inc, OpenAI, Broadleaf, Ai Holdings and more In today’s briefing: Technology Select Sector Index (XLK US): NVIDIA Could Flip Places with Apple;…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: A8 New Media, SK Telecom, Shenzhen Transsion Holdings , Sony Corp, i-mobile Co Ltd and more In today’s briefing: A8 New Media (800 HK): A Scheme with a 162% Takeover PremiumProposed…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Core Scientific, Salesforce.Com Inc, SmartRent, Instructure Holdings , BigCommerce Holdings, Solid State PLC, DXC Technology Co and more In today’s briefing: Taiwan Tech Weekly: Apple Unveils New AI Capabilities at WDC; PC Makers…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Nan Ya Printed Circuit Board, LG Energy Solution, Wisetech Global, NVIDIA Corp, Asia Vital Components, Lalatech Holdings Co Ltd, AViC , Ceragon Networks , POET Technologies , Acal PLC and more In today’s briefing: Yuanta/P-Shares Taiwan Div+ ETF Rebalance: One Surprise as Round-Trip Trade Hits US$2.3bnMandatory…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, NAURA Technology Group, Robosense Technology, Dropbox Inc, NetEase and more In today’s briefing: ECM Weekly (10th June 2024) - Webtoon, Shift Up, QuantumPharm, Guzman, Kakaopay,…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Altium Ltd, Ciena Corp and more In today’s briefing: (Mostly) Asia-Pac M&A: CPMC, Nagatanien, APM Services, Altium, Austal, Shinko Elect, HollysysCiena…Smartkarma Daily BriefsJune 9, 2024
ChinaDaily Briefs Daily Brief China: MINISO Group Holding , CPMC Holdings, Lalatech Holdings Co Ltd, Minieye Technology, China Jinmao Holdings and more In today’s briefing: Smartkarma Corporate Webinar | Miniso: Leveraging China's Manufacturing Capacity for the Global…Smartkarma Daily BriefsJune 11, 2024
ChinaDaily Briefs Daily Brief China: Greatview Aseptic Packaging, China Oilfield Services H, Asia Cement China, S.F. Holding, CNOOC Ltd, Tencent, NAURA Technology Group, Genscript Biotech, Robosense Technology and more In today’s briefing: Merger Arb Mondays (10 Jun) - GA Pack, Asia Cement, CPMC, Nagatanien,…Smartkarma Daily BriefsJune 10, 2024
ChinaDaily Briefs Daily Brief China: CPMC Holdings, Meituan and more In today’s briefing: CPMC Holdings (906 HK): ORG’s Competing Offer Kicks off an AuctionGame On…Smartkarma Daily BriefsJune 9, 2024
ChinaDaily Briefs Daily Brief China: indie Semiconductor and more In today’s briefing: Can indie Semiconductor Get Acquired? A Market-Defining Technology With High Differentiation &…Smartkarma Daily BriefsJune 8, 2024
ChinaDaily Briefs Daily Brief China: Meituan, Water Oasis, QuantumPharm, Greentown China and more In today’s briefing: Meituan Is the Biggest Beneficiary of China's Domestic Travel RecoveryMT/ Meituan (3690…Smartkarma Daily BriefsJune 7, 2024
ChinaDaily Briefs Daily Brief China: Asia Cement China, CK Asset Holdings, Alibaba Group Holding , China Medical System, Onewo , Midea Group Co Ltd A, China Jinmao Holdings and more In today’s briefing: Asia Cement China (743 HK): A Low-Balled Offer Set up to FailCK…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsJapan Daily Brief Japan: Takeda Pharmaceutical, TSE Tokyo Price Index TOPIX, Cyber Security Cloud Inc, Kfc Holdings Japan, Broadleaf, Alconix Corp and more In today’s briefing: Takeda (4502 JP)– AvoidCompanies with Low ROEs Have Corporate Governance Practices that…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsJapan Daily Brief Japan: Helios Techno Holding, Tatsuta Electric Wire & Cable, i-mobile Co Ltd, CRE Inc/Japan, GiG Works and more In today’s briefing: Helios Techno Holding (6927) TOB - Today Could Be The DayTatsuta Electric…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co, Medical Data Vision, Aozora Bank Ltd, Fast Retailing, Rakuten Bank, TSE Tokyo Price Index TOPIX, Adastria Co Ltd and more In today’s briefing: Palliser Gets ISS/GL Nods for Keisei AGM Proposals - How Will The…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsJapan Daily Brief Japan: Sun Corp, Marui Group, AViC and more In today’s briefing: Unsolicited Partial Offer for 19% of Sun Corp (6736 JP) - Play…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsJapan Daily Brief Japan: ROHM Co Ltd, TSE Tokyo Price Index TOPIX and more In today’s briefing: Rohm (6963 JP): Negative Scenario DiscountedChallenge Is to Raise Governance and Return…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsJapan Daily Brief Japan: Teijin Ltd and more In today’s briefing: Weekly Deals Digest (09 Jun) - Teijin, Nagatanien, CF Logistics, Asia Cement,…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsMacro Daily Brief Macro: Malaysia Economics: Is “Digital Tiger” Malaysia About to Roar Again? and more In today’s briefing: Malaysia Economics: Is “Digital Tiger” Malaysia About to Roar Again?The Week at…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsMacro Daily Brief Macro: “Wham and more In today’s briefing: "Wham, Bam, Thank You Ma'am" – Commodities Get SlammedPositive Outlook for Global…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsMacro Daily Brief Macro: Walker’s Weekly: Dr. Jim’s Summary of Key Global Macro Developments – 7 Jun 2024 and more In today’s briefing: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 7…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsMacro Daily Brief Macro: China’s Declining Population Growth and more In today’s briefing: China’s Declining Population Growth, Labor Participation, and Aging PopulationPrecious Perspectives Part 1:…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsMacro Daily Brief Macro: India Politics: Setback for Modi Heralds Era of Uncertain Coalition Politics and more In today’s briefing: India Politics: Setback for Modi Heralds Era of Uncertain Coalition PoliticsIs that…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsMacro Daily Brief Macro: ETFs Are Reaching Way Beyond Passive Investing and more In today’s briefing: ETFs Are Reaching Way Beyond Passive InvestingImpact of China’s Economic Deceleration on…Smartkarma Daily BriefsJune 5, 2024
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