Daily BriefsMost Read Most Read: Infocom Corp, Chilled & Frozen Logistics Holdings, Greatview Aseptic Packaging, Hanwha Ocean , BHP Group Ltd, Mitsui Matsushima, China Yangtze Power Co, Ltd. and more In today’s briefing: Infocom (4348 JP): Blackstone’s Rumoured JPY260bn Bid to Acquire Teijin’s StakeSG Holdings…Smartkarma Daily BriefsJune 2, 2024
Daily BriefsMost Read Most Read: Infocom Corp, Shift Up, Legend Holdings Corp H, Chilled & Frozen Logistics Holdings, Greatview Aseptic Packaging, Hanwha Ocean , Korea Stock Exchange KOSPI 200, Mitsubishi Motors and more In today’s briefing: Infocom (4348 JP) - Reports of an Exclusive Negotiation May Give HintsShift…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsMost Read Most Read: Vanguard Intl Semiconductor, Exedy Corp, Infocom Corp, Mitsui Matsushima, SK Bioscience , SK Inc, Kansai Paint, Shift Up, Zomato, Shinsegae and more In today’s briefing: TIP Customized Taiwan Select High Dividend Index Rebalance Preview: AUM Jump &…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsMost Read Most Read: Square Enix Holdings, Baidu , Deep Yellow Ltd, Asia Cement China, Vanguard Intl Semiconductor, Mitsui Matsushima, Korea Stock Exchange KOSPI 200, SK Bioscience , Cummins India and more In today’s briefing: Japan - Another Big Round of Passive SellingBaidu: Priced to FailS&P/ASX Index…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsMost Read Most Read: Kokusai Electric , Exedy Corp, Asia Vital Components, AU Optronics, Huafa Property Services Group, Deep Yellow Ltd, Barito Renewables Energy, Celltrion Inc, Asmedia Technology and more In today’s briefing: Kokusai Elec (6525) - The Much-Anticipated Lockup ExpiryCash-Rich Exedy (7278) Sees Huge…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsMost Read Most Read: Exedy Corp, Infocom Corp, S.M.Entertainment Co, COSCO SHIPPING Holdings , Alibaba Group Holding , AU Optronics, Huafa Property Services Group, China Merchants China Direct Investments and more In today’s briefing: Cash-Rich Exedy (7278) Sees Huge Offering Offset by Huge Buyback - Watch…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: Huafa Prop and more In today’s briefing: (Mostly) Asia-Pac M&A: Huafa Prop, Asia Cement, QV Equities, Sciclone, Chilled &…Smartkarma Daily BriefsJune 2, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: SG Holdings to Launch TOB on C&F Logistics (9099) At A Whopping ¥5 and more In today’s briefing: SG Holdings to Launch TOB on C&F Logistics (9099) At A Whopping…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Exedy (7278) Huge Offering Resized – Watch the Dynamics Here and more In today’s briefing: Exedy (7278) Huge Offering Resized - Watch the Dynamics HereInfocom (4348 JP)…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Asia Cement (743 HK): Parent’s Ready-Mixed Offer? and more In today’s briefing: Asia Cement (743 HK): Parent's Ready-Mixed Offer?TIP Customized Taiwan Select High Dividend…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: S&P/ASX Index Rebalance Preview: Regular & Ad Hoc Changes in June and more In today’s briefing: S&P/ASX Index Rebalance Preview: Regular & Ad Hoc Changes in JunePNB Housing:…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Cash-Rich Exedy (7278) Sees Huge Offering Offset by Huge Buyback – Watch For Short-Term Games and more In today’s briefing: Cash-Rich Exedy (7278) Sees Huge Offering Offset by Huge Buyback - Watch…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsECM Daily Brief ECM: Weekly Deals Digest (26 May) – Henlius and more In today’s briefing: Weekly Deals Digest (26 May) - Henlius, HKTV, SciClone, KFC, Best World,…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsECM Daily Brief ECM: Shift Up IPO – The Positives – All Games Have Done Well and more In today’s briefing: Shift Up IPO - The Positives - All Games Have Done WellShift…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsECM Daily Brief ECM: Go Digit IPO Trading – Low Subscription Rate and more In today’s briefing: Go Digit IPO Trading - Low Subscription Rate, Not All Shares Are…Smartkarma Daily BriefsMay 23, 2024
Daily BriefsECM Daily Brief ECM: MODEC (6296 JP): The Current Playbook and more In today’s briefing: MODEC (6296 JP): The Current PlaybookRaspberry Pi IPO PreviewAUB Group Placement -…Smartkarma Daily BriefsMay 22, 2024
Daily BriefsECM Daily Brief ECM: Renesas (6723) – Denso Selldown Starts; Fourth Large Renesas Block in 6mos (Two More To Come) and more In today’s briefing: Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos…Smartkarma Daily BriefsMay 21, 2024
Daily BriefsECM Daily Brief ECM: Lalatech Holdings: FCF Growth Accelerated and more In today’s briefing: Lalatech Holdings: FCF Growth Accelerated, Margins Improved, Fair Value May Be North…Smartkarma Daily BriefsMay 20, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Xinyi Glass (868): Beneficiary of Chinese RE Rejuvenation and more In today’s briefing: Xinyi Glass (868): Beneficiary of Chinese RE RejuvenationIndian Companies Are Betting on…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: The Beat Ideas: Action Construction – A Bet on Manufacturing & Infrastructure Theme and more In today’s briefing: The Beat Ideas: Action Construction - A Bet on Manufacturing & Infrastructure…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tencent/Netease: Major Names Get Zeroed in May and more In today’s briefing: Tencent/Netease: Major Names Get Zeroed in May, Smells of Common Prosperity?Cisarua Mountain…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Akatsuki Inc (TYO 3932): A $188M Net Net Japanese Game Developer and more In today’s briefing: Akatsuki Inc (TYO 3932): A $188M Net Net Japanese Game DeveloperTech Supply…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Baidu Inc.: What Are Their Expansion Plans Of AI Offerings Beyond Ernie? – Major Drivers and more In today’s briefing: Baidu Inc.: What Are Their Expansion Plans Of AI Offerings Beyond Ernie?…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Tech Weekly: TSMC’s Latest Sub-Industry Guidance; PC Names Strong; Computex & Apple WDC Ahead and more In today’s briefing: Taiwan Tech Weekly: TSMC's Latest Sub-Industry Guidance; PC Names Strong; Computex &…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, ZX and more In today’s briefing: Weekly Deals Digest (02 Jun) - Infocom, CF Logistics, Asia Cement, GA…Smartkarma Daily BriefsJune 2, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, Cainiao Smart Logistics Network, Qualcomm Inc, Taiwan Semiconductor (TSMC) – ADR, Zoom Video Communications Inc, NVIDIA Corp, Oki Electric Industry, Canon Inc, Bel Fuse Inc Cl B, Palo Alto Networks and more In today’s briefing: Infocom (4348 JP): Blackstone’s Rumoured JPY260bn Bid to Acquire Teijin’s StakeCaiNiao Q4FY…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, SK Inc, Shift Up, Himax Technologies Inc Adr, Guangzhou Automobile Group , Legend Holdings Corp H, Crowdstrike Holdings , Arlo Technologies Inc, BILL Holdings , Soluna Holdings and more In today’s briefing: Infocom (4348 JP) - Reports of an Exclusive Negotiation May Give HintsDetailed…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Vanguard Intl Semiconductor, Tencent, Zhejiang Leapmotor Technologie, Quantgroup Technology, Chipmos Technologies, Zeta Markets, Waystar Holding and more In today’s briefing: TIP Customized Taiwan Select High Dividend Index Rebalance Preview: AUM Jump &…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Asmedia Technology, Akatsuki Inc, Shift Up, Samsung Electronics, Darktrace, LY , United Microelectronics Corp, Datatec Limited and more In today’s briefing: Nvidia Earnings Overview: Networking in FocusASMedia GDR Offering - Well Flagged, and…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, AU Optronics, Asia Vital Components, Baidu, Renesas Electronics, Qualcomm Inc, iQIYI Inc, Lalatech Holdings Co Ltd, Take Two Interactive Software, Inc, Shift Up and more In today’s briefing: Infocom (4348 JP) - The Meaning of 'Binding Bids' and '¥250bn'Yuanta Taiwan…Smartkarma Daily BriefsMay 28, 2024
ChinaDaily Briefs Daily Brief China: Asia Cement China, Tencent, Techtronic Industries, Trip.com, Quantgroup Technology, QuantumPharm, Mokingran Jewellery Group and more In today’s briefing: Asia Cement (743 HK): Parent's Ready-Mixed Offer?Asia Cement China (743 HK): Privatisation…Smartkarma Daily BriefsMay 30, 2024
ChinaDaily Briefs Daily Brief China: Akeso Biopharma Inc, Jiangxi Rimag Group, Sichuan Kelun-Biotech Biopharm, China Vanke and more In today’s briefing: Is Akeso's Sell-Off a Long Waited Opportunity or a Long Overdue Correction?Pre-IPO…Smartkarma Daily BriefsMay 29, 2024
ChinaDaily Briefs Daily Brief China: Alibaba Group Holding , Huafa Property Services Group, China Merchants China Direct Investments, Baidu, JD.com , iQIYI Inc, Lalatech Holdings Co Ltd, Akeso Biopharma Inc and more In today’s briefing: Alibaba/JD.com: Thoughts On The Recent Convertible Bond IssuanceHuafa Property Services (982 HK)'s…Smartkarma Daily BriefsMay 28, 2024
ChinaDaily Briefs Daily Brief China: Meituan, Great Wall Motor, L’Occitane, COSCO SHIPPING Holdings , China Molybdenum Co Ltd H, Shanghai Henlius Biotech , Contemporary Amperex Technology (CATL), China Resources Pharmaceutical, Baidu , XPeng and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 24 May 2024); Strong Bank Buying and…Smartkarma Daily BriefsMay 27, 2024
ChinaDaily Briefs Daily Brief China: Alibaba Group Holding , Legend Biotech Corp and more In today’s briefing: Alibaba Group: A Story Of Cross-Border E-commerce Scale-up! - Major DriversLegend Biotech…Smartkarma Daily BriefsMay 26, 2024
ChinaDaily Briefs Daily Brief China: Sciclone Pharmaceuticals, Hang Seng Index, PDD Holdings, Kuaishou Technology and more In today’s briefing: SciClone Pharma (6600 HK): Scheme Vote on 19 JuneEQD | Hang Seng…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsJapan Daily Brief Japan: Infocom Corp, Mitsui Matsushima, Helios Techno Holding and more In today’s briefing: Weekly Deals Digest (02 Jun) - Infocom, CF Logistics, Asia Cement, GA…Smartkarma Daily BriefsJune 2, 2024
Daily BriefsJapan Daily Brief Japan: Chilled & Frozen Logistics Holdings, Infocom Corp, Mitsubishi Motors, Oki Electric Industry, Canon Inc and more In today’s briefing: SG Holdings to Launch TOB on C&F Logistics (9099) At A Whopping…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsJapan Daily Brief Japan: Exedy Corp, Infocom Corp, Kansai Paint, TSE Tokyo Price Index TOPIX, Rakuten and more In today’s briefing: Exedy (7278) Huge Offering Resized - Watch the Dynamics HereInfocom (4348 JP)…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsJapan Daily Brief Japan: Mitsui Matsushima, Chilled & Frozen Logistics Holdings and more In today’s briefing: JAPAN ACTIVISM: Murakami-Père Ran Up Mitsui Matsushima (1518 JP), Now Murakami-Fille Selling…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsJapan Daily Brief Japan: Akatsuki Inc, LY , TSE Tokyo Price Index TOPIX, JTEC Corp/Osaka and more In today’s briefing: Akatsuki Inc (TYO 3932): A $188M Net Net Japanese Game DeveloperYahoo Still…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsJapan Daily Brief Japan: Exedy Corp, Infocom Corp, Amuse Inc, Starts Corp Inc, Shimamura and more In today’s briefing: Cash-Rich Exedy (7278) Sees Huge Offering Offset by Huge Buyback - Watch…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsMacro Daily Brief Macro: Thailand: Ready (Re)SET Go! and more In today’s briefing: Thailand: Ready (Re)SET Go!FSC Head Remarks Short Selling Could Resume in 1Q…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsMacro Daily Brief Macro: Korea Exchange Launches the Disclosure of Corporate Value Up Program on KIND System and more In today’s briefing: Korea Exchange Launches the Disclosure of Corporate Value Up Program on KIND…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsMacro Daily Brief Macro: CrossASEAN Ground Zero – Food Panda Sale and more In today’s briefing: CrossASEAN Ground Zero - Food Panda Sale, Lazada Fundraising, ACommerce, and PropertyGuru's…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsMacro Daily Brief Macro: EM Watch: Have Copper markets been hit by a bus full of tourists or by the Chinese economy? and more In today’s briefing: EM Watch: Have Copper markets been hit by a bus full of…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsMacro Daily Brief Macro: Positioning Watch – The real world strikes back and more In today’s briefing: Positioning Watch – The real world strikes backDon’t Let the Bull Throw…Smartkarma Daily BriefsMay 23, 2024
Daily BriefsMacro Daily Brief Macro: India Economics: Where Are Private Investments in the Growth Story? and more In today’s briefing: India Economics: Where Are Private Investments in the Growth Story?Great Game –…Smartkarma Daily BriefsMay 22, 2024
CryptoDaily Briefs Daily Brief Crypto: Comparing Liquidity on Uniswap and Binance and more In today’s briefing: Comparing Liquidity on Uniswap and Binance Comparing Liquidity on Uniswap and BinanceBy…Smartkarma Daily BriefsAugust 25, 2023
CryptoDaily Briefs Daily Brief Crypto: Top Trends of The Summer and more In today’s briefing: Top Trends of The Summer Top Trends of The SummerBy KaikoExceptionally low…Smartkarma Daily BriefsAugust 22, 2023
CryptoDaily Briefs Daily Brief Crypto: Where Has the Volatility Gone? and more In today’s briefing: Where Has the Volatility Gone? Where Has the Volatility Gone?By KaikoThis week,…Smartkarma Daily BriefsAugust 19, 2023
CryptoDaily Briefs Daily Brief Crypto: Curve 3pool Sees $175m Outflows and more In today’s briefing: Curve 3pool Sees $175m Outflows Curve 3pool Sees $175m OutflowsBy KaikoThe Curve…Smartkarma Daily BriefsAugust 15, 2023
CryptoDaily Briefs Daily Brief Crypto: Tether Imbalance on Curve Raises Questions and more In today’s briefing: Tether Imbalance on Curve Raises Questions Tether Imbalance on Curve Raises QuestionsBy…Smartkarma Daily BriefsAugust 8, 2023
CryptoDaily Briefs Daily Brief Crypto: The Layer 2 War: Arbitrum Vs Optimism and more In today’s briefing: The Layer 2 War: Arbitrum Vs Optimism The Layer 2 War: Arbitrum…Smartkarma Daily BriefsAugust 7, 2023
Daily BriefsMost Read Most Read: Infocom Corp, Chilled & Frozen Logistics Holdings, Greatview Aseptic Packaging, Hanwha Ocean , BHP Group Ltd, Mitsui Matsushima, China Yangtze Power Co, Ltd. and more In today’s briefing: Infocom (4348 JP): Blackstone’s Rumoured JPY260bn Bid to Acquire Teijin’s StakeSG Holdings…Smartkarma Daily BriefsJune 2, 2024
Daily BriefsMost Read Most Read: Infocom Corp, Shift Up, Legend Holdings Corp H, Chilled & Frozen Logistics Holdings, Greatview Aseptic Packaging, Hanwha Ocean , Korea Stock Exchange KOSPI 200, Mitsubishi Motors and more In today’s briefing: Infocom (4348 JP) - Reports of an Exclusive Negotiation May Give HintsShift…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsMost Read Most Read: Vanguard Intl Semiconductor, Exedy Corp, Infocom Corp, Mitsui Matsushima, SK Bioscience , SK Inc, Kansai Paint, Shift Up, Zomato, Shinsegae and more In today’s briefing: TIP Customized Taiwan Select High Dividend Index Rebalance Preview: AUM Jump &…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsMost Read Most Read: Square Enix Holdings, Baidu , Deep Yellow Ltd, Asia Cement China, Vanguard Intl Semiconductor, Mitsui Matsushima, Korea Stock Exchange KOSPI 200, SK Bioscience , Cummins India and more In today’s briefing: Japan - Another Big Round of Passive SellingBaidu: Priced to FailS&P/ASX Index…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsMost Read Most Read: Kokusai Electric , Exedy Corp, Asia Vital Components, AU Optronics, Huafa Property Services Group, Deep Yellow Ltd, Barito Renewables Energy, Celltrion Inc, Asmedia Technology and more In today’s briefing: Kokusai Elec (6525) - The Much-Anticipated Lockup ExpiryCash-Rich Exedy (7278) Sees Huge…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsMost Read Most Read: Exedy Corp, Infocom Corp, S.M.Entertainment Co, COSCO SHIPPING Holdings , Alibaba Group Holding , AU Optronics, Huafa Property Services Group, China Merchants China Direct Investments and more In today’s briefing: Cash-Rich Exedy (7278) Sees Huge Offering Offset by Huge Buyback - Watch…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: Huafa Prop and more In today’s briefing: (Mostly) Asia-Pac M&A: Huafa Prop, Asia Cement, QV Equities, Sciclone, Chilled &…Smartkarma Daily BriefsJune 2, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: SG Holdings to Launch TOB on C&F Logistics (9099) At A Whopping ¥5 and more In today’s briefing: SG Holdings to Launch TOB on C&F Logistics (9099) At A Whopping…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Exedy (7278) Huge Offering Resized – Watch the Dynamics Here and more In today’s briefing: Exedy (7278) Huge Offering Resized - Watch the Dynamics HereInfocom (4348 JP)…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Asia Cement (743 HK): Parent’s Ready-Mixed Offer? and more In today’s briefing: Asia Cement (743 HK): Parent's Ready-Mixed Offer?TIP Customized Taiwan Select High Dividend…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: S&P/ASX Index Rebalance Preview: Regular & Ad Hoc Changes in June and more In today’s briefing: S&P/ASX Index Rebalance Preview: Regular & Ad Hoc Changes in JunePNB Housing:…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Cash-Rich Exedy (7278) Sees Huge Offering Offset by Huge Buyback – Watch For Short-Term Games and more In today’s briefing: Cash-Rich Exedy (7278) Sees Huge Offering Offset by Huge Buyback - Watch…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsECM Daily Brief ECM: Weekly Deals Digest (26 May) – Henlius and more In today’s briefing: Weekly Deals Digest (26 May) - Henlius, HKTV, SciClone, KFC, Best World,…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsECM Daily Brief ECM: Shift Up IPO – The Positives – All Games Have Done Well and more In today’s briefing: Shift Up IPO - The Positives - All Games Have Done WellShift…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsECM Daily Brief ECM: Go Digit IPO Trading – Low Subscription Rate and more In today’s briefing: Go Digit IPO Trading - Low Subscription Rate, Not All Shares Are…Smartkarma Daily BriefsMay 23, 2024
Daily BriefsECM Daily Brief ECM: MODEC (6296 JP): The Current Playbook and more In today’s briefing: MODEC (6296 JP): The Current PlaybookRaspberry Pi IPO PreviewAUB Group Placement -…Smartkarma Daily BriefsMay 22, 2024
Daily BriefsECM Daily Brief ECM: Renesas (6723) – Denso Selldown Starts; Fourth Large Renesas Block in 6mos (Two More To Come) and more In today’s briefing: Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos…Smartkarma Daily BriefsMay 21, 2024
Daily BriefsECM Daily Brief ECM: Lalatech Holdings: FCF Growth Accelerated and more In today’s briefing: Lalatech Holdings: FCF Growth Accelerated, Margins Improved, Fair Value May Be North…Smartkarma Daily BriefsMay 20, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Xinyi Glass (868): Beneficiary of Chinese RE Rejuvenation and more In today’s briefing: Xinyi Glass (868): Beneficiary of Chinese RE RejuvenationIndian Companies Are Betting on…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: The Beat Ideas: Action Construction – A Bet on Manufacturing & Infrastructure Theme and more In today’s briefing: The Beat Ideas: Action Construction - A Bet on Manufacturing & Infrastructure…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tencent/Netease: Major Names Get Zeroed in May and more In today’s briefing: Tencent/Netease: Major Names Get Zeroed in May, Smells of Common Prosperity?Cisarua Mountain…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Akatsuki Inc (TYO 3932): A $188M Net Net Japanese Game Developer and more In today’s briefing: Akatsuki Inc (TYO 3932): A $188M Net Net Japanese Game DeveloperTech Supply…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Baidu Inc.: What Are Their Expansion Plans Of AI Offerings Beyond Ernie? – Major Drivers and more In today’s briefing: Baidu Inc.: What Are Their Expansion Plans Of AI Offerings Beyond Ernie?…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Tech Weekly: TSMC’s Latest Sub-Industry Guidance; PC Names Strong; Computex & Apple WDC Ahead and more In today’s briefing: Taiwan Tech Weekly: TSMC's Latest Sub-Industry Guidance; PC Names Strong; Computex &…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, ZX and more In today’s briefing: Weekly Deals Digest (02 Jun) - Infocom, CF Logistics, Asia Cement, GA…Smartkarma Daily BriefsJune 2, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, Cainiao Smart Logistics Network, Qualcomm Inc, Taiwan Semiconductor (TSMC) – ADR, Zoom Video Communications Inc, NVIDIA Corp, Oki Electric Industry, Canon Inc, Bel Fuse Inc Cl B, Palo Alto Networks and more In today’s briefing: Infocom (4348 JP): Blackstone’s Rumoured JPY260bn Bid to Acquire Teijin’s StakeCaiNiao Q4FY…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, SK Inc, Shift Up, Himax Technologies Inc Adr, Guangzhou Automobile Group , Legend Holdings Corp H, Crowdstrike Holdings , Arlo Technologies Inc, BILL Holdings , Soluna Holdings and more In today’s briefing: Infocom (4348 JP) - Reports of an Exclusive Negotiation May Give HintsDetailed…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Vanguard Intl Semiconductor, Tencent, Zhejiang Leapmotor Technologie, Quantgroup Technology, Chipmos Technologies, Zeta Markets, Waystar Holding and more In today’s briefing: TIP Customized Taiwan Select High Dividend Index Rebalance Preview: AUM Jump &…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Asmedia Technology, Akatsuki Inc, Shift Up, Samsung Electronics, Darktrace, LY , United Microelectronics Corp, Datatec Limited and more In today’s briefing: Nvidia Earnings Overview: Networking in FocusASMedia GDR Offering - Well Flagged, and…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, AU Optronics, Asia Vital Components, Baidu, Renesas Electronics, Qualcomm Inc, iQIYI Inc, Lalatech Holdings Co Ltd, Take Two Interactive Software, Inc, Shift Up and more In today’s briefing: Infocom (4348 JP) - The Meaning of 'Binding Bids' and '¥250bn'Yuanta Taiwan…Smartkarma Daily BriefsMay 28, 2024
ChinaDaily Briefs Daily Brief China: Asia Cement China, Tencent, Techtronic Industries, Trip.com, Quantgroup Technology, QuantumPharm, Mokingran Jewellery Group and more In today’s briefing: Asia Cement (743 HK): Parent's Ready-Mixed Offer?Asia Cement China (743 HK): Privatisation…Smartkarma Daily BriefsMay 30, 2024
ChinaDaily Briefs Daily Brief China: Akeso Biopharma Inc, Jiangxi Rimag Group, Sichuan Kelun-Biotech Biopharm, China Vanke and more In today’s briefing: Is Akeso's Sell-Off a Long Waited Opportunity or a Long Overdue Correction?Pre-IPO…Smartkarma Daily BriefsMay 29, 2024
ChinaDaily Briefs Daily Brief China: Alibaba Group Holding , Huafa Property Services Group, China Merchants China Direct Investments, Baidu, JD.com , iQIYI Inc, Lalatech Holdings Co Ltd, Akeso Biopharma Inc and more In today’s briefing: Alibaba/JD.com: Thoughts On The Recent Convertible Bond IssuanceHuafa Property Services (982 HK)'s…Smartkarma Daily BriefsMay 28, 2024
ChinaDaily Briefs Daily Brief China: Meituan, Great Wall Motor, L’Occitane, COSCO SHIPPING Holdings , China Molybdenum Co Ltd H, Shanghai Henlius Biotech , Contemporary Amperex Technology (CATL), China Resources Pharmaceutical, Baidu , XPeng and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 24 May 2024); Strong Bank Buying and…Smartkarma Daily BriefsMay 27, 2024
ChinaDaily Briefs Daily Brief China: Alibaba Group Holding , Legend Biotech Corp and more In today’s briefing: Alibaba Group: A Story Of Cross-Border E-commerce Scale-up! - Major DriversLegend Biotech…Smartkarma Daily BriefsMay 26, 2024
ChinaDaily Briefs Daily Brief China: Sciclone Pharmaceuticals, Hang Seng Index, PDD Holdings, Kuaishou Technology and more In today’s briefing: SciClone Pharma (6600 HK): Scheme Vote on 19 JuneEQD | Hang Seng…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsJapan Daily Brief Japan: Infocom Corp, Mitsui Matsushima, Helios Techno Holding and more In today’s briefing: Weekly Deals Digest (02 Jun) - Infocom, CF Logistics, Asia Cement, GA…Smartkarma Daily BriefsJune 2, 2024
Daily BriefsJapan Daily Brief Japan: Chilled & Frozen Logistics Holdings, Infocom Corp, Mitsubishi Motors, Oki Electric Industry, Canon Inc and more In today’s briefing: SG Holdings to Launch TOB on C&F Logistics (9099) At A Whopping…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsJapan Daily Brief Japan: Exedy Corp, Infocom Corp, Kansai Paint, TSE Tokyo Price Index TOPIX, Rakuten and more In today’s briefing: Exedy (7278) Huge Offering Resized - Watch the Dynamics HereInfocom (4348 JP)…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsJapan Daily Brief Japan: Mitsui Matsushima, Chilled & Frozen Logistics Holdings and more In today’s briefing: JAPAN ACTIVISM: Murakami-Père Ran Up Mitsui Matsushima (1518 JP), Now Murakami-Fille Selling…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsJapan Daily Brief Japan: Akatsuki Inc, LY , TSE Tokyo Price Index TOPIX, JTEC Corp/Osaka and more In today’s briefing: Akatsuki Inc (TYO 3932): A $188M Net Net Japanese Game DeveloperYahoo Still…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsJapan Daily Brief Japan: Exedy Corp, Infocom Corp, Amuse Inc, Starts Corp Inc, Shimamura and more In today’s briefing: Cash-Rich Exedy (7278) Sees Huge Offering Offset by Huge Buyback - Watch…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsMacro Daily Brief Macro: Thailand: Ready (Re)SET Go! and more In today’s briefing: Thailand: Ready (Re)SET Go!FSC Head Remarks Short Selling Could Resume in 1Q…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsMacro Daily Brief Macro: Korea Exchange Launches the Disclosure of Corporate Value Up Program on KIND System and more In today’s briefing: Korea Exchange Launches the Disclosure of Corporate Value Up Program on KIND…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsMacro Daily Brief Macro: CrossASEAN Ground Zero – Food Panda Sale and more In today’s briefing: CrossASEAN Ground Zero - Food Panda Sale, Lazada Fundraising, ACommerce, and PropertyGuru's…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsMacro Daily Brief Macro: EM Watch: Have Copper markets been hit by a bus full of tourists or by the Chinese economy? and more In today’s briefing: EM Watch: Have Copper markets been hit by a bus full of…Smartkarma Daily BriefsMay 24, 2024
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CryptoDaily Briefs Daily Brief Crypto: Top Trends of The Summer and more In today’s briefing: Top Trends of The Summer Top Trends of The SummerBy KaikoExceptionally low…Smartkarma Daily BriefsAugust 22, 2023
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CryptoDaily Briefs Daily Brief Crypto: Curve 3pool Sees $175m Outflows and more In today’s briefing: Curve 3pool Sees $175m Outflows Curve 3pool Sees $175m OutflowsBy KaikoThe Curve…Smartkarma Daily BriefsAugust 15, 2023
CryptoDaily Briefs Daily Brief Crypto: Tether Imbalance on Curve Raises Questions and more In today’s briefing: Tether Imbalance on Curve Raises Questions Tether Imbalance on Curve Raises QuestionsBy…Smartkarma Daily BriefsAugust 8, 2023
CryptoDaily Briefs Daily Brief Crypto: The Layer 2 War: Arbitrum Vs Optimism and more In today’s briefing: The Layer 2 War: Arbitrum Vs Optimism The Layer 2 War: Arbitrum…Smartkarma Daily BriefsAugust 7, 2023