Daily BriefsMost Read Most Read: Deep Yellow Ltd, AU Optronics, JD.com , Toyota Industries, Softbank Group, Shift Up, CELSYS, IDP Education, Guzman Y Gomez, Altium Ltd and more In today’s briefing: S&P/ASX Index Rebalance Preview: Potential Changes from Now to JuneYuanta Taiwan Div+…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsMost Read Most Read: Asia Cement China, Lasertec Corp, CK Asset Holdings, Softbank Group, Toyota Industries, Shift Up, Meituan, CELSYS and more In today’s briefing: Asia Cement (743 HK): $3.22/Share Offer - Really?Lasertec (6920): Some of the…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsMost Read Most Read: Shinko Electric Industries, China Traditional Chinese Medicine, JD.com , Sumitomo Mitsui Financial Group, Asia Cement China, Shift Up, Sakura internet, Hyundai Motor, CK Asset Holdings and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early June 2024 UpdateChina TCM (570.HK)…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsMost Read Most Read: Mmg Ltd, SK Inc, Shinko Electric Industries, Kakaopay , JD.com , Great Eagle Holdings, Tencent, BYD Electronics, Northern Mining and more In today’s briefing: MMG (1208 HK) - $1.1bn+ Rights Offering - Expect Regular Rights Trading…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsMost Read Most Read: Vanguard Intl Semiconductor, United Nova Technology , Yunnan Aluminium Co Ltd A, Biwin Storage Technology Lt, Guosen Securities , Victory Giant Technology -A, Yankuang Energy Group, Webtoon Entertainment, Nagatanien Holdings, Beijing Strong Biotechnolo-A and more In today’s briefing: TIP Customized Taiwan Select High Dividend Index Rebalance: 13 Changes & US$5.2bn…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsMost Read Most Read: Helios Techno Holding, Teijin Ltd, Beijing Strong Biotechnolo-A, ZX, Vanguard Intl Semiconductor, United Nova Technology , Bank of Communications , Shenzhen New Industries Biomedical Engineering-A, Biwin Storage Technology Lt, Hanwha Ocean and more In today’s briefing: Helios Techno Holding (6927) - Small TOB, Fat Premium (74%), Still Too…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: EQD | The NIFTY Swung Big But the Rally Could Continue For +2 Weeks and more In today’s briefing: EQD | The NIFTY Swung Big But the Rally Could Continue For…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Softbank (9984 JP): This Time and more In today’s briefing: Softbank (9984 JP): This Time, It’s DifferentTOPIX Inclusions: Who Is Ready (June…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: SMFG Cross-Shareholding – At Least US$17bn of Cross-Shareholding to Sell and more In today’s briefing: SMFG Cross-Shareholding - At Least US$17bn of Cross-Shareholding to Sell, Planning to…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Shinko Electric (6967) – Break/Gap Risk Early June 2024 Update and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early June 2024 UpdateHSI, HSCEI, HSTECH,…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: ChiNext/ChiNext 50 Index Rebalance: US$1bn Round-Trip Trade and more In today’s briefing: ChiNext/ChiNext 50 Index Rebalance: US$1bn Round-Trip TradeUpdated Tool (31May24) & "Diff File…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Teijin (3401 JP): Alternative Play on the Potential Infocom Tender and more In today’s briefing: Teijin (3401 JP): Alternative Play on the Potential Infocom TenderCSI Medical Service…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsECM Daily Brief ECM: Bloks Group Pre-IPO Tearsheet and more In today’s briefing: Bloks Group Pre-IPO TearsheetCaiNiao Q4FY Results: After IPO Withdrawn, Margins Fell |…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsECM Daily Brief ECM: Shift Up IPO: Valuation Insights and more In today’s briefing: Shift Up IPO: Valuation InsightsAMMB Holdings Placement - Last Selldown Did Well,…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsECM Daily Brief ECM: Quantgroup Technology Pre-IPO Tearsheet and more In today’s briefing: Quantgroup Technology Pre-IPO TearsheetQuantumPharm (Xtalpi) Pre-IPO - PHIP Updates - Strong Growth,…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsECM Daily Brief ECM: ASMedia GDR Offering – Well Flagged and more In today’s briefing: ASMedia GDR Offering - Well Flagged, and Momentum Has Been Strong Leading…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsECM Daily Brief ECM: Alibaba/JD.com: Thoughts On The Recent Convertible Bond Issuance and more In today’s briefing: Alibaba/JD.com: Thoughts On The Recent Convertible Bond IssuanceExedy Corporation Placement - Relatively…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsECM Daily Brief ECM: Hoshino Resorts REIT Placement – Another Raising to Fund an Accretive Acquisition and more In today’s briefing: Hoshino Resorts REIT Placement - Another Raising to Fund an Accretive AcquisitionECM…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Asian Dividend Gems: Fonterra Shareholders Fund and more In today’s briefing: Asian Dividend Gems: Fonterra Shareholders FundCan indie Semiconductor Get Acquired? A Market-Defining…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Toyota Industries (6201) – TMC’s Sale of TI Shares Is Innocuous and more In today’s briefing: Toyota Industries (6201) - TMC's Sale of TI Shares Is Innocuous, TI's…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China E-Commerce: Stabilizing Property Market Matters a Lot and more In today’s briefing: China E-Commerce: Stabilizing Property Market Matters a LotUPDATE: China Medical System (CMS,…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Pop Mart (9992 HK): Accelerating Momentum Internationally; Raising My Estimates and more In today’s briefing: Pop Mart (9992 HK): Accelerating Momentum Internationally; Raising My EstimatesTech Supply Chain…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Consumption Weekly (3 Jun 2024): Alibaba and more In today’s briefing: China Consumption Weekly (3 Jun 2024): Alibaba, Alibaba Pictures, Li Auto, JD.com,…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: SHEIN: Several US Customs Broker Suspensions Tied to Tighter ‘de Minimis’ Rules and more In today’s briefing: SHEIN: Several US Customs Broker Suspensions Tied to Tighter 'de Minimis' Rules:…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: indie Semiconductor , BNP Paribas, Yanolja, Asana , Crowdstrike Holdings , Hewlett Packard Enterprise , Descartes Systems Grp, Elastic NV, HashiCorp , Autodesk Inc and more In today’s briefing: Can indie Semiconductor Get Acquired? A Market-Defining Technology With High Differentiation &…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Softbank Group, Lasertec Corp, Shift Up, CELSYS, Taiwan Semiconductor (TSMC) – ADR, Air Liquide SA, Altium Ltd, Salesforce.Com Inc, Dell Technologies , C3.ai Inc and more In today’s briefing: Softbank (9984 JP): This Time, It’s DifferentLasertec. Colossal Fraud Or Multi-Award Winning…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shift Up, Sakura internet, Maxell Ltd, Hon Hai Precision Industry, Vanguard Intl Semiconductor, Intel Corp, Raydium Semiconductor, Marvell Technology , Lasertec Corp, Astera Labs and more In today’s briefing: Shift Up Delays the IPO and Stellar Blade Tops Number One Game…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Tencent, BYD Electronics, Raspberry Pi, Taiwan Semiconductor (TSMC), Wirecard AG and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early June 2024 UpdateMSC May Rebalance:…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Victory Giant Technology -A, United Nova Technology , Hon Hai Precision Industry, Novonix and more In today’s briefing: ChiNext/ChiNext 50 Index Rebalance: US$1bn Round-Trip TradeQuiddity STAR 50/100 Jun 24 Rebalance:…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Vanguard Intl Semiconductor, United Nova Technology , Biwin Storage Technology Lt, Xiaomi Corp, NetEase , Snowflake , Synopsys Inc, Analog Devices, Workday Inc Class A and more In today’s briefing: TIP Customized Taiwan Select High Dividend Index Rebalance: 13 Changes & US$5.2bn…Smartkarma Daily BriefsJune 3, 2024
ChinaDaily Briefs Daily Brief China: JD.com , Tencent, Great Eagle Holdings, Pop Mart International Group L, BYD Electronics, Guangzhou Great Power Ener-A, China Traditional Chinese Medicine, Chow Tai Fook Jewellery, China Vanke and more In today’s briefing: HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (June 2024)MSC May Rebalance:…Smartkarma Daily BriefsJune 5, 2024
ChinaDaily Briefs Daily Brief China: Victory Giant Technology -A, Yankuang Energy Group, Beijing Strong Biotechnolo-A, Alibaba Group Holding , United Nova Technology , China Northern Rare Earth Group High-Tech, Trip.com, QuantumPharm and more In today’s briefing: ChiNext/ChiNext 50 Index Rebalance: US$1bn Round-Trip TradeYankuang Energy Placement - Doesn’t Appear…Smartkarma Daily BriefsJune 4, 2024
ChinaDaily Briefs Daily Brief China: Beijing Strong Biotechnolo-A, United Nova Technology , Bank of Communications , Shenzhen New Industries Biomedical Engineering-A, China Traditional Chinese Medicine, Biwin Storage Technology Lt, Yunnan Aluminium Co Ltd A, SHEIN, Shanghai Fosun Pharmaceutical (Group), Guosen Securities and more In today’s briefing: CSI Medical Service Index Rebalance: Adds Could Outperform Deletes in the Coming…Smartkarma Daily BriefsJune 3, 2024
ChinaDaily Briefs Daily Brief China: China Yangtze Power Co, Ltd., MINISO Group Holding , ZX, Xinjiang Goldwind Science & Technology and more In today’s briefing: Mainland Connect NORTHBOUND Flows (To 31 May 2024): Net Sell Flows on…Smartkarma Daily BriefsJune 2, 2024
ChinaDaily Briefs Daily Brief China: Greatview Aseptic Packaging, Bloks Group, Xinyi Glass Holdings, Cainiao Smart Logistics Network, PDD Holdings, Alibaba Health Information Tec, China Vanke , Jiangxi Rimag Group and more In today’s briefing: GAPack (468 HK): Shandong Xinjufeng Offer ProgessesBloks Group Pre-IPO TearsheetXinyi Glass (868):…Smartkarma Daily BriefsJune 1, 2024
ChinaDaily Briefs Daily Brief China: Legend Holdings Corp H, China Medical System, Shui On Land, Rakuten and more In today’s briefing: How to Own Lenovo at a Discount: BUY Legend Holdings Corp (3396…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsJapan Daily Brief Japan: Kantsu, Kansai Paint, TSE Tokyo Price Index TOPIX and more In today’s briefing: Full Report - Kantsu (9326 JP)Kansai Paint (4613) - Friday, Mar 8,…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsJapan Daily Brief Japan: Softbank Group, Toyota Industries, Lasertec Corp, CELSYS, Saizeriya, Geniee Inc, Duskin Co Ltd and more In today’s briefing: Softbank (9984 JP): This Time, It’s DifferentToyota Industries (6201) - TMC's Sale…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsJapan Daily Brief Japan: Sumitomo Mitsui Financial Group, Sakura internet, Maxell Ltd, Lasertec Corp, TSE Tokyo Price Index TOPIX, Aoyama Zaisan Networks Co Lt and more In today’s briefing: SMFG Cross-Shareholding - At Least US$17bn of Cross-Shareholding to Sell, Planning to…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, Tosei Corp, Kosaido and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early June 2024 UpdateTosei (8923) |…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsJapan Daily Brief Japan: Mitsui Fudosan, Nagatanien Holdings, TSE Tokyo Price Index TOPIX, Golf Digest Online and more In today’s briefing: Updated Tool (31May24) & "Diff File Generator" For TSE "Mgmt Conscious of…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsJapan Daily Brief Japan: Teijin Ltd, TSE Tokyo Price Index TOPIX, Aisin , Sompo Holdings and more In today’s briefing: Teijin (3401 JP): Alternative Play on the Potential Infocom TenderEngagement Keeps Widening…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsMacro Daily Brief Macro: Global Commodities: Demand for Oil Is Good and more In today’s briefing: Global Commodities: Demand for Oil Is Good, Just Not for CrudeThe Holy…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsMacro Daily Brief Macro: Goodbye to Ultra-Low US Short-Term Interest Rates? Financial Markets Well Ahead of the Fed and more In today’s briefing: Goodbye to Ultra-Low US Short-Term Interest Rates? Financial Markets Well Ahead of…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsMacro Daily Brief Macro: Portfolio Watch – Adjusting equity and commodity risks as the reflation story stalls and more In today’s briefing: Portfolio Watch – Adjusting equity and commodity risks as the reflation story…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsMacro Daily Brief Macro: CX Daily: Mega Blunder Adds to Li Auto’s Troubles as Huawei Rivalry Hots Up and more In today’s briefing: CX Daily: Mega Blunder Adds to Li Auto’s Troubles as Huawei Rivalry…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsMacro Daily Brief Macro: Litigation Funding as an Asset Class and more In today’s briefing: Litigation Funding as an Asset ClassUnpacking Crude Oil IV Behaviour During OPEC…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsMacro Daily Brief Macro: Smartkarma Webinar | Significant Shift in Fed Policy Expectations: Implications for ASEAN Markets and more In today’s briefing: Smartkarma Webinar | Significant Shift in Fed Policy Expectations: Implications for ASEAN…Smartkarma Daily BriefsMay 29, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Markets Take Center Stage and more In today’s briefing: Crypto Markets Take Center Stage Crypto Markets Take Center StageBy Delphi Digital…Smartkarma Daily BriefsNovember 28, 2023
CryptoDaily Briefs Daily Brief Crypto: Brands & NFTs — Why Web3 Is A Game Changer for Brand Growth and more In today’s briefing: Brands & NFTs — Why Web3 Is A Game Changer for Brand…Smartkarma Daily BriefsNovember 4, 2023
CryptoDaily Briefs Daily Brief Crypto: More Than Just Governance: Unpacking Value Accrual Mechanisms in Crypto and more In today’s briefing: More Than Just Governance: Unpacking Value Accrual Mechanisms in Crypto More Than…Smartkarma Daily BriefsOctober 28, 2023
CryptoDaily Briefs Daily Brief Crypto: Through the Fire – Will the Rubber Meet the Road? and more In today’s briefing: Through the Fire - Will the Rubber Meet the Road? Through the…Smartkarma Daily BriefsOctober 26, 2023
CryptoDaily Briefs Daily Brief Crypto: The JPEX Debacle Placed Hong Kong’s Ambition to Become a Global Virtual Assets Centre in Doubt and more In today’s briefing: The JPEX Debacle Placed Hong Kong’s Ambition to Become a Global Virtual…Smartkarma Daily BriefsSeptember 27, 2023
CryptoDaily Briefs Daily Brief Crypto: China Expands Use of Digital Yuan to Covering Utility Bills and more In today’s briefing: China Expands Use of Digital Yuan to Covering Utility Bills China Expands…Smartkarma Daily BriefsSeptember 21, 2023
Daily BriefsMost Read Most Read: Deep Yellow Ltd, AU Optronics, JD.com , Toyota Industries, Softbank Group, Shift Up, CELSYS, IDP Education, Guzman Y Gomez, Altium Ltd and more In today’s briefing: S&P/ASX Index Rebalance Preview: Potential Changes from Now to JuneYuanta Taiwan Div+…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsMost Read Most Read: Asia Cement China, Lasertec Corp, CK Asset Holdings, Softbank Group, Toyota Industries, Shift Up, Meituan, CELSYS and more In today’s briefing: Asia Cement (743 HK): $3.22/Share Offer - Really?Lasertec (6920): Some of the…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsMost Read Most Read: Shinko Electric Industries, China Traditional Chinese Medicine, JD.com , Sumitomo Mitsui Financial Group, Asia Cement China, Shift Up, Sakura internet, Hyundai Motor, CK Asset Holdings and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early June 2024 UpdateChina TCM (570.HK)…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsMost Read Most Read: Mmg Ltd, SK Inc, Shinko Electric Industries, Kakaopay , JD.com , Great Eagle Holdings, Tencent, BYD Electronics, Northern Mining and more In today’s briefing: MMG (1208 HK) - $1.1bn+ Rights Offering - Expect Regular Rights Trading…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsMost Read Most Read: Vanguard Intl Semiconductor, United Nova Technology , Yunnan Aluminium Co Ltd A, Biwin Storage Technology Lt, Guosen Securities , Victory Giant Technology -A, Yankuang Energy Group, Webtoon Entertainment, Nagatanien Holdings, Beijing Strong Biotechnolo-A and more In today’s briefing: TIP Customized Taiwan Select High Dividend Index Rebalance: 13 Changes & US$5.2bn…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsMost Read Most Read: Helios Techno Holding, Teijin Ltd, Beijing Strong Biotechnolo-A, ZX, Vanguard Intl Semiconductor, United Nova Technology , Bank of Communications , Shenzhen New Industries Biomedical Engineering-A, Biwin Storage Technology Lt, Hanwha Ocean and more In today’s briefing: Helios Techno Holding (6927) - Small TOB, Fat Premium (74%), Still Too…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: EQD | The NIFTY Swung Big But the Rally Could Continue For +2 Weeks and more In today’s briefing: EQD | The NIFTY Swung Big But the Rally Could Continue For…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Softbank (9984 JP): This Time and more In today’s briefing: Softbank (9984 JP): This Time, It’s DifferentTOPIX Inclusions: Who Is Ready (June…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: SMFG Cross-Shareholding – At Least US$17bn of Cross-Shareholding to Sell and more In today’s briefing: SMFG Cross-Shareholding - At Least US$17bn of Cross-Shareholding to Sell, Planning to…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Shinko Electric (6967) – Break/Gap Risk Early June 2024 Update and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early June 2024 UpdateHSI, HSCEI, HSTECH,…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: ChiNext/ChiNext 50 Index Rebalance: US$1bn Round-Trip Trade and more In today’s briefing: ChiNext/ChiNext 50 Index Rebalance: US$1bn Round-Trip TradeUpdated Tool (31May24) & "Diff File…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Teijin (3401 JP): Alternative Play on the Potential Infocom Tender and more In today’s briefing: Teijin (3401 JP): Alternative Play on the Potential Infocom TenderCSI Medical Service…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsECM Daily Brief ECM: Bloks Group Pre-IPO Tearsheet and more In today’s briefing: Bloks Group Pre-IPO TearsheetCaiNiao Q4FY Results: After IPO Withdrawn, Margins Fell |…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsECM Daily Brief ECM: Shift Up IPO: Valuation Insights and more In today’s briefing: Shift Up IPO: Valuation InsightsAMMB Holdings Placement - Last Selldown Did Well,…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsECM Daily Brief ECM: Quantgroup Technology Pre-IPO Tearsheet and more In today’s briefing: Quantgroup Technology Pre-IPO TearsheetQuantumPharm (Xtalpi) Pre-IPO - PHIP Updates - Strong Growth,…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsECM Daily Brief ECM: ASMedia GDR Offering – Well Flagged and more In today’s briefing: ASMedia GDR Offering - Well Flagged, and Momentum Has Been Strong Leading…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsECM Daily Brief ECM: Alibaba/JD.com: Thoughts On The Recent Convertible Bond Issuance and more In today’s briefing: Alibaba/JD.com: Thoughts On The Recent Convertible Bond IssuanceExedy Corporation Placement - Relatively…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsECM Daily Brief ECM: Hoshino Resorts REIT Placement – Another Raising to Fund an Accretive Acquisition and more In today’s briefing: Hoshino Resorts REIT Placement - Another Raising to Fund an Accretive AcquisitionECM…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Asian Dividend Gems: Fonterra Shareholders Fund and more In today’s briefing: Asian Dividend Gems: Fonterra Shareholders FundCan indie Semiconductor Get Acquired? A Market-Defining…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Toyota Industries (6201) – TMC’s Sale of TI Shares Is Innocuous and more In today’s briefing: Toyota Industries (6201) - TMC's Sale of TI Shares Is Innocuous, TI's…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China E-Commerce: Stabilizing Property Market Matters a Lot and more In today’s briefing: China E-Commerce: Stabilizing Property Market Matters a LotUPDATE: China Medical System (CMS,…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Pop Mart (9992 HK): Accelerating Momentum Internationally; Raising My Estimates and more In today’s briefing: Pop Mart (9992 HK): Accelerating Momentum Internationally; Raising My EstimatesTech Supply Chain…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Consumption Weekly (3 Jun 2024): Alibaba and more In today’s briefing: China Consumption Weekly (3 Jun 2024): Alibaba, Alibaba Pictures, Li Auto, JD.com,…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: SHEIN: Several US Customs Broker Suspensions Tied to Tighter ‘de Minimis’ Rules and more In today’s briefing: SHEIN: Several US Customs Broker Suspensions Tied to Tighter 'de Minimis' Rules:…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: indie Semiconductor , BNP Paribas, Yanolja, Asana , Crowdstrike Holdings , Hewlett Packard Enterprise , Descartes Systems Grp, Elastic NV, HashiCorp , Autodesk Inc and more In today’s briefing: Can indie Semiconductor Get Acquired? A Market-Defining Technology With High Differentiation &…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Softbank Group, Lasertec Corp, Shift Up, CELSYS, Taiwan Semiconductor (TSMC) – ADR, Air Liquide SA, Altium Ltd, Salesforce.Com Inc, Dell Technologies , C3.ai Inc and more In today’s briefing: Softbank (9984 JP): This Time, It’s DifferentLasertec. Colossal Fraud Or Multi-Award Winning…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shift Up, Sakura internet, Maxell Ltd, Hon Hai Precision Industry, Vanguard Intl Semiconductor, Intel Corp, Raydium Semiconductor, Marvell Technology , Lasertec Corp, Astera Labs and more In today’s briefing: Shift Up Delays the IPO and Stellar Blade Tops Number One Game…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Tencent, BYD Electronics, Raspberry Pi, Taiwan Semiconductor (TSMC), Wirecard AG and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early June 2024 UpdateMSC May Rebalance:…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Victory Giant Technology -A, United Nova Technology , Hon Hai Precision Industry, Novonix and more In today’s briefing: ChiNext/ChiNext 50 Index Rebalance: US$1bn Round-Trip TradeQuiddity STAR 50/100 Jun 24 Rebalance:…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Vanguard Intl Semiconductor, United Nova Technology , Biwin Storage Technology Lt, Xiaomi Corp, NetEase , Snowflake , Synopsys Inc, Analog Devices, Workday Inc Class A and more In today’s briefing: TIP Customized Taiwan Select High Dividend Index Rebalance: 13 Changes & US$5.2bn…Smartkarma Daily BriefsJune 3, 2024
ChinaDaily Briefs Daily Brief China: JD.com , Tencent, Great Eagle Holdings, Pop Mart International Group L, BYD Electronics, Guangzhou Great Power Ener-A, China Traditional Chinese Medicine, Chow Tai Fook Jewellery, China Vanke and more In today’s briefing: HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (June 2024)MSC May Rebalance:…Smartkarma Daily BriefsJune 5, 2024
ChinaDaily Briefs Daily Brief China: Victory Giant Technology -A, Yankuang Energy Group, Beijing Strong Biotechnolo-A, Alibaba Group Holding , United Nova Technology , China Northern Rare Earth Group High-Tech, Trip.com, QuantumPharm and more In today’s briefing: ChiNext/ChiNext 50 Index Rebalance: US$1bn Round-Trip TradeYankuang Energy Placement - Doesn’t Appear…Smartkarma Daily BriefsJune 4, 2024
ChinaDaily Briefs Daily Brief China: Beijing Strong Biotechnolo-A, United Nova Technology , Bank of Communications , Shenzhen New Industries Biomedical Engineering-A, China Traditional Chinese Medicine, Biwin Storage Technology Lt, Yunnan Aluminium Co Ltd A, SHEIN, Shanghai Fosun Pharmaceutical (Group), Guosen Securities and more In today’s briefing: CSI Medical Service Index Rebalance: Adds Could Outperform Deletes in the Coming…Smartkarma Daily BriefsJune 3, 2024
ChinaDaily Briefs Daily Brief China: China Yangtze Power Co, Ltd., MINISO Group Holding , ZX, Xinjiang Goldwind Science & Technology and more In today’s briefing: Mainland Connect NORTHBOUND Flows (To 31 May 2024): Net Sell Flows on…Smartkarma Daily BriefsJune 2, 2024
ChinaDaily Briefs Daily Brief China: Greatview Aseptic Packaging, Bloks Group, Xinyi Glass Holdings, Cainiao Smart Logistics Network, PDD Holdings, Alibaba Health Information Tec, China Vanke , Jiangxi Rimag Group and more In today’s briefing: GAPack (468 HK): Shandong Xinjufeng Offer ProgessesBloks Group Pre-IPO TearsheetXinyi Glass (868):…Smartkarma Daily BriefsJune 1, 2024
ChinaDaily Briefs Daily Brief China: Legend Holdings Corp H, China Medical System, Shui On Land, Rakuten and more In today’s briefing: How to Own Lenovo at a Discount: BUY Legend Holdings Corp (3396…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsJapan Daily Brief Japan: Kantsu, Kansai Paint, TSE Tokyo Price Index TOPIX and more In today’s briefing: Full Report - Kantsu (9326 JP)Kansai Paint (4613) - Friday, Mar 8,…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsJapan Daily Brief Japan: Softbank Group, Toyota Industries, Lasertec Corp, CELSYS, Saizeriya, Geniee Inc, Duskin Co Ltd and more In today’s briefing: Softbank (9984 JP): This Time, It’s DifferentToyota Industries (6201) - TMC's Sale…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsJapan Daily Brief Japan: Sumitomo Mitsui Financial Group, Sakura internet, Maxell Ltd, Lasertec Corp, TSE Tokyo Price Index TOPIX, Aoyama Zaisan Networks Co Lt and more In today’s briefing: SMFG Cross-Shareholding - At Least US$17bn of Cross-Shareholding to Sell, Planning to…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, Tosei Corp, Kosaido and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early June 2024 UpdateTosei (8923) |…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsJapan Daily Brief Japan: Mitsui Fudosan, Nagatanien Holdings, TSE Tokyo Price Index TOPIX, Golf Digest Online and more In today’s briefing: Updated Tool (31May24) & "Diff File Generator" For TSE "Mgmt Conscious of…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsJapan Daily Brief Japan: Teijin Ltd, TSE Tokyo Price Index TOPIX, Aisin , Sompo Holdings and more In today’s briefing: Teijin (3401 JP): Alternative Play on the Potential Infocom TenderEngagement Keeps Widening…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsMacro Daily Brief Macro: Global Commodities: Demand for Oil Is Good and more In today’s briefing: Global Commodities: Demand for Oil Is Good, Just Not for CrudeThe Holy…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsMacro Daily Brief Macro: Goodbye to Ultra-Low US Short-Term Interest Rates? Financial Markets Well Ahead of the Fed and more In today’s briefing: Goodbye to Ultra-Low US Short-Term Interest Rates? Financial Markets Well Ahead of…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsMacro Daily Brief Macro: Portfolio Watch – Adjusting equity and commodity risks as the reflation story stalls and more In today’s briefing: Portfolio Watch – Adjusting equity and commodity risks as the reflation story…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsMacro Daily Brief Macro: CX Daily: Mega Blunder Adds to Li Auto’s Troubles as Huawei Rivalry Hots Up and more In today’s briefing: CX Daily: Mega Blunder Adds to Li Auto’s Troubles as Huawei Rivalry…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsMacro Daily Brief Macro: Litigation Funding as an Asset Class and more In today’s briefing: Litigation Funding as an Asset ClassUnpacking Crude Oil IV Behaviour During OPEC…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsMacro Daily Brief Macro: Smartkarma Webinar | Significant Shift in Fed Policy Expectations: Implications for ASEAN Markets and more In today’s briefing: Smartkarma Webinar | Significant Shift in Fed Policy Expectations: Implications for ASEAN…Smartkarma Daily BriefsMay 29, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Markets Take Center Stage and more In today’s briefing: Crypto Markets Take Center Stage Crypto Markets Take Center StageBy Delphi Digital…Smartkarma Daily BriefsNovember 28, 2023
CryptoDaily Briefs Daily Brief Crypto: Brands & NFTs — Why Web3 Is A Game Changer for Brand Growth and more In today’s briefing: Brands & NFTs — Why Web3 Is A Game Changer for Brand…Smartkarma Daily BriefsNovember 4, 2023
CryptoDaily Briefs Daily Brief Crypto: More Than Just Governance: Unpacking Value Accrual Mechanisms in Crypto and more In today’s briefing: More Than Just Governance: Unpacking Value Accrual Mechanisms in Crypto More Than…Smartkarma Daily BriefsOctober 28, 2023
CryptoDaily Briefs Daily Brief Crypto: Through the Fire – Will the Rubber Meet the Road? and more In today’s briefing: Through the Fire - Will the Rubber Meet the Road? Through the…Smartkarma Daily BriefsOctober 26, 2023
CryptoDaily Briefs Daily Brief Crypto: The JPEX Debacle Placed Hong Kong’s Ambition to Become a Global Virtual Assets Centre in Doubt and more In today’s briefing: The JPEX Debacle Placed Hong Kong’s Ambition to Become a Global Virtual…Smartkarma Daily BriefsSeptember 27, 2023
CryptoDaily Briefs Daily Brief Crypto: China Expands Use of Digital Yuan to Covering Utility Bills and more In today’s briefing: China Expands Use of Digital Yuan to Covering Utility Bills China Expands…Smartkarma Daily BriefsSeptember 21, 2023