Daily BriefsMost Read Most Read: Korea Stock Exchange Kospi Index, Chilled & Frozen Logistics Holdings, Meituan, Modec Inc, Techwing Inc, Hoshino Resorts Reit, Great Wall Motor, L’Occitane, COSCO SHIPPING Holdings , China Molybdenum Co Ltd H and more In today’s briefing: KRX Announces Final Version of Value-Up Disclosure Guidelines Alongside Dedicated Website LaunchChilled…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsMost Read Most Read: Hanmi Semiconductor, Sciclone Pharmaceuticals, DB Hitek Co., Ltd., Hang Seng Index, Alibaba Group Holding , Modec Inc, Best World International, Grape King Bio, BHP Group Ltd, Honda Motor Co Ltd (Adr) and more In today’s briefing: KOSPI200 June '24 Rebalance: Index Changes Released, 6 Additions & 6 DeletionsSciClone…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsMost Read Most Read: Chilled & Frozen Logistics Holdings, Korea Stock Exchange KOSPI 200, Akeso Biopharma Inc, Shanghai Henlius Biotech , Shift Up, Sciclone Pharmaceuticals, Hanmi Semiconductor, DB Hitek Co., Ltd. and more In today’s briefing: Chilled & Frozen Logistics (9099) Gone Ballistic - Reminder of Structure, Price,…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsMost Read Most Read: Rakuten, Keisei Electric Railway Co, Eoflow, Korea Stock Exchange KOSPI 200, Shanghai Henlius Biotech , Shift Up, Trent Ltd and more In today’s briefing: If Rakuten (4755) Combines Financial Units... Who Wins and How? Well... It's…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsMost Read Most Read: Renesas Electronics, Anglo American, Korea Stock Exchange KOSPI 200, Chilled & Frozen Logistics Holdings, Hong Kong Television Network, Ls Industrial Systems, IDP Education, Go Digit General Insurance and more In today’s briefing: Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos…Smartkarma Daily BriefsMay 23, 2024
Daily BriefsMost Read Most Read: Tokio Marine Holdings, Kfc Holdings Japan, Evergreen Marine Corp, Mitsubishi UFJ Financial (MUFG), Modec Inc, Kia Corp, KB Financial, Mitsui Matsushima, Prosus NV and more In today’s briefing: Tokio Marine Cross-Shareholding - At Least US$18bn of Cross-Shareholding to SellModec Placement…Smartkarma Daily BriefsMay 22, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: KRX Announces Final Version of Value-Up Disclosure Guidelines Alongside Dedicated Website Launch and more In today’s briefing: KRX Announces Final Version of Value-Up Disclosure Guidelines Alongside Dedicated Website LaunchChilled…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Best World (BEST SP): Best and Final S$2.56 Offer and more In today’s briefing: Best World (BEST SP): Best and Final S$2.56 Offer(Mostly) Asia-Pac M&A: KFC…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: SciClone Pharma (6600 HK): Scheme Vote on 19 June and more In today’s briefing: SciClone Pharma (6600 HK): Scheme Vote on 19 JuneKOSPI200 June '24 Rebalance:…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: EOFlow (294090 KS): Suitably Pumped and more In today’s briefing: EOFlow (294090 KS): Suitably PumpedFSS Head Lee Made an Urgent TV Appearance…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: July Short Selling Resumption in Korea: Local Market Info & Trading Considerations and more In today’s briefing: July Short Selling Resumption in Korea: Local Market Info & Trading ConsiderationsChilled…Smartkarma Daily BriefsMay 23, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: A Plausible Explanation for Korea NPS’s Unusually Large Outflow on Local Stocks in May and more In today’s briefing: A Plausible Explanation for Korea NPS's Unusually Large Outflow on Local Stocks…Smartkarma Daily BriefsMay 22, 2024
Daily BriefsECM Daily Brief ECM: Hyundai Heavy Industries Block – Not Well Flagged and Recent Korean Deals Haven’t Done Well and more In today’s briefing: Hyundai Heavy Industries Block - Not Well Flagged and Recent Korean Deals…Smartkarma Daily BriefsMay 17, 2024
Daily BriefsECM Daily Brief ECM: Nihon Kohden (6849 JP): ¥10B Buyback Plan And Stock Split; Japan and US to Drive Business Growth and more In today’s briefing: Nihon Kohden (6849 JP): ¥10B Buyback Plan And Stock Split; Japan and…Smartkarma Daily BriefsMay 16, 2024
Daily BriefsECM Daily Brief ECM: YUUUGE Modec (6269) Offering To Stay Listed in TSE Prime – Effectively a Re-IPO and more In today’s briefing: YUUUGE Modec (6269) Offering To Stay Listed in TSE Prime - Effectively…Smartkarma Daily BriefsMay 15, 2024
Daily BriefsECM Daily Brief ECM: Innospace IPO Valuation Analysis and more In today’s briefing: Innospace IPO Valuation AnalysisOlympus Corp (7733 JP): ¥100B Buyback Plan Offers an…Smartkarma Daily BriefsMay 14, 2024
Daily BriefsECM Daily Brief ECM: ZEEKR IPO: Strong First-Day Return and Upsized Offering and more In today’s briefing: ZEEKR IPO: Strong First-Day Return and Upsized OfferingECM Weekly (13th May 2024)…Smartkarma Daily BriefsMay 13, 2024
Daily BriefsECM Daily Brief ECM: Zeekr IPO Trading – Not as Cheap as It Looks but Float Is Tiny and more In today’s briefing: Zeekr IPO Trading - Not as Cheap as It Looks but Float…Smartkarma Daily BriefsMay 11, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba Group: A Story Of Cross-Border E-commerce Scale-up! – Major Drivers and more In today’s briefing: Alibaba Group: A Story Of Cross-Border E-commerce Scale-up! - Major DriversAsian Dividend…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Formosa Sumco Technology – Earnings and more In today’s briefing: Formosa Sumco Technology - Earnings, Returns, Financial Position, Worsening DramaticallyTech Supply Chain…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: XM / Xiaomi (1810 HK): 1Q24 and more In today’s briefing: XM / Xiaomi (1810 HK): 1Q24, Revenue Up by 27%, Smartphone Shipments…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: PDD (PDD US): 1Q24 and more In today’s briefing: PDD (PDD US): 1Q24, Rev Up by 131% and Margin Reaching Historical…Smartkarma Daily BriefsMay 23, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Grab Holdings (GRAB US) – Leaning In with Product Initiatives and more In today’s briefing: Grab Holdings (GRAB US) - Leaning In with Product InitiativesGAI-Related Numbers and…Smartkarma Daily BriefsMay 22, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Li Auto (LI US): 1Q24 and more In today’s briefing: Li Auto (LI US): 1Q24, A List of Bad NewsTech Supply Chain…Smartkarma Daily BriefsMay 21, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Techwing Inc, CosmoAM&T , Taiwan Semiconductor (TSMC) – ADR, Vanguard Intl Semiconductor, Renesas Electronics, Baidu and more In today’s briefing: KOSDAQ150 Index Rebalance: Short Sell Ban Definitely HelpingKOSPI200 Index Rebalance: Index Committee…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Cisco Systems, Dropbox Inc, Dynatrace , Epam Systems, Nanometrics Inc, Qorvo Inc, Unity Software and more In today’s briefing: Cisco Systems: AI InvestmentsDropbox Inc.: Investments in AI-Enabled Experiences and New Market…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hanmi Semiconductor, DB Hitek Co., Ltd., Lenovo, Formosa Sumco Technology, Kuaishou Technology, Warner Music Group , Fox , ROBLOX , NortonLifeLock, Akamai Technologies and more In today’s briefing: KOSPI200 June '24 Rebalance: Index Changes Released, 6 Additions & 6 DeletionsUnexpected…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shift Up, Tata Technologies, Xiaomi Corp, Full Truck Alliance , Shinfox Energy Co Ltd, Marvell Technology , Immersion Corporation, Shopify , Hubspot Inc and more In today’s briefing: Shift Up IPO - The Positives - All Games Have Done WellTata…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: PropertyGuru , Shift Up, Nissan Motor, Applied Materials, Kuaishou Technology, Bharti Airtel, Tuya Inc, NVIDIA Corp and more In today’s briefing: PropertyGuru (PGRU US): KKR/TPG Mulling a BuyoutShift Up IPO Valuation AnalysisTech Supply…Smartkarma Daily BriefsMay 23, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Grab Holdings , Tencent, Taiwan Semiconductor (TSMC), Raspberry Pi, Apple , Hypoport, Confluent and more In today’s briefing: Grab Holdings (GRAB US) - Leaning In with Product InitiativesGAI-Related Numbers and…Smartkarma Daily BriefsMay 22, 2024
ChinaDaily Briefs Daily Brief China: Shanghai Henlius Biotech , Xiaomi Corp, Sun Art Retail, Trip.com, Full Truck Alliance , China International Capital Corporation, Sciclone Pharmaceuticals, China Vanke and more In today’s briefing: Henlius Biotech (2696 HK): Fosun Offer?Henlius (2696 HK): Privatisation by Fosun Pharma?XM…Smartkarma Daily BriefsMay 24, 2024
ChinaDaily Briefs Daily Brief China: Hong Kong Television Network, PDD Holdings, Li Auto , Kuaishou Technology, Contemporary Amperex Technology (CATL), Shanghai Cell Therapy Group, SJM Holdings and more In today’s briefing: HKTV (1137 HK): Co-Founders' Ruse to Increase Their Grip Through a Share…Smartkarma Daily BriefsMay 23, 2024
ChinaDaily Briefs Daily Brief China: Prosus NV, Tencent, Trip.com Group , Hong Kong Television Network, Shenzhen Mindray Bio-Medical Electronics and more In today’s briefing: StubWorld: Bloisi's Appointment Stalls The Prosus Accretion TradeGAI-Related Numbers and Quotes from…Smartkarma Daily BriefsMay 22, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Li Auto , China Resources Beverage, Shulan Health Management, Health And Happiness (H&H) and more In today’s briefing: L'Occitane (973 HK): Who Owns What, And WhenLi Auto (LI US): 1Q24,…Smartkarma Daily BriefsMay 21, 2024
ChinaDaily Briefs Daily Brief China: Tencent, L’Occitane, BYD Electronics, Zijin Mining Group Co Ltd H, JD.com , Guolian Securities Co Ltd H, ESR Group , Lalatech Holdings Co Ltd, PDD Holdings and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 17 May 2024); Banks, Banks, Banks, Tencent,…Smartkarma Daily BriefsMay 20, 2024
ChinaDaily Briefs Daily Brief China: ESR Group , Li Auto , Yichang HEC Changjiang Pharma, BYD Electronics, Tencent, KraneShares CSI China Internet ETF, Zijin Mining Group Co Ltd H and more In today’s briefing: (Mostly) Asia-Pac M&A: ESR Group, I'Rom Group, S Line, Huafa Property Services,…Smartkarma Daily BriefsMay 19, 2024
Daily BriefsJapan Daily Brief Japan: Chilled & Frozen Logistics Holdings, Hoshino Resorts Reit, Renesas Electronics, TSE Tokyo Price Index TOPIX and more In today’s briefing: Chilled & Frozen Logistics (9099 JP): Irrational Exuberance Takes HoldHoshino Resorts REIT…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsJapan Daily Brief Japan: Modec Inc, Sony Corp, Honda Motor Co Ltd (Adr), TSE Tokyo Price Index TOPIX and more In today’s briefing: Weekly Deals Digest (26 May) - Henlius, HKTV, SciClone, KFC, Best World,…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsJapan Daily Brief Japan: Sumitomo Mitsui Financial Group and more In today’s briefing: Japanese Bigger-Cap Banks – Rates Story Continues, with the Prospect of Equity…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsJapan Daily Brief Japan: Toyota Motor Corp Spon Adr, Terumo Corp, TSE Tokyo Price Index TOPIX and more In today’s briefing: Toyota Motor Corporation: Is It Finally Making The Much-Awaited Shift Towards EVs…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsJapan Daily Brief Japan: Chilled & Frozen Logistics Holdings, Fancl Corp, Daifuku Co Ltd, SJM Holdings and more In today’s briefing: Chilled & Frozen Logistics (9099) Gone Ballistic - Reminder of Structure, Price,…Smartkarma Daily BriefsMay 23, 2024
Daily BriefsJapan Daily Brief Japan: Modec Inc, Mitsui Matsushima, Japan Post Insurance, TSE Tokyo Price Index TOPIX, Onward Holdings and more In today’s briefing: MODEC (6296 JP): The Current PlaybookJAPAN ACTIVISM: Murakami Now 29% of Mitsui…Smartkarma Daily BriefsMay 22, 2024
Daily BriefsMacro Daily Brief Macro: Portfolio Watch: Are you paying attention to China? and more In today’s briefing: Portfolio Watch: Are you paying attention to China?Steno Signals #100 – China’s…Smartkarma Daily BriefsMay 21, 2024
Daily BriefsMacro Daily Brief Macro: Global Monetary Policy Easing Cycle: Nuanced Challenges Across Jurisdictions and more In today’s briefing: Global Monetary Policy Easing Cycle: Nuanced Challenges Across JurisdictionsWhy New Highs Can…Smartkarma Daily BriefsMay 20, 2024
Daily BriefsMacro Daily Brief Macro: Long 10Y and more In today’s briefing: Long 10Y, Short 2Y on Yield Curve NormalisationWalker’s Weekly: Dr. Jim's Summary…Smartkarma Daily BriefsMay 18, 2024
Daily BriefsMacro Daily Brief Macro: The Latest CPI Release Teases Markets and more In today’s briefing: The Latest CPI Release Teases MarketsCX Daily: How Will the U.S. Import…Smartkarma Daily BriefsMay 17, 2024
Daily BriefsMacro Daily Brief Macro: US CPI Review – Everything is soft in April and more In today’s briefing: US CPI Review – Everything is soft in AprilPositioning Watch – How…Smartkarma Daily BriefsMay 16, 2024
Daily BriefsMacro Daily Brief Macro: Great Game – Why Putin fired Shoigu and Why Biden is going tough on China and more In today’s briefing: Great Game – Why Putin fired Shoigu and Why Biden is going…Smartkarma Daily BriefsMay 15, 2024
CryptoDaily Briefs Daily Brief Crypto: DeFi Options Protocols Series (#4): Bringing Real World Risks On-Chain? and more In today’s briefing: DeFi Options Protocols Series (#4): Bringing Real World Risks On-Chain?Loans, Buy Walls,…Smartkarma Daily BriefsAugust 4, 2023
CryptoDaily Briefs Daily Brief Crypto: Analysis: The Impact of Binance’s Zero-Fee Markets and more In today’s briefing: Analysis: The Impact of Binance's Zero-Fee Markets Analysis: The Impact of Binance's…Smartkarma Daily BriefsAugust 1, 2023
CryptoDaily Briefs Daily Brief Crypto: Cosmos IBC Vs Chainlink CCIP and more In today’s briefing: Cosmos IBC Vs Chainlink CCIP Cosmos IBC Vs Chainlink CCIPBy EtherbridgeIn the…Smartkarma Daily BriefsJuly 31, 2023
CryptoDaily Briefs Daily Brief Crypto: Breaking Down Worldcoin’s Launch and more In today’s briefing: Breaking Down Worldcoin's Launch Breaking Down Worldcoin's LaunchBy KaikoWorldcoin’s launch was one…Smartkarma Daily BriefsJuly 28, 2023
CryptoDaily Briefs Daily Brief Crypto: Altcoin Dominance Hits 4-Month High and more In today’s briefing: Altcoin Dominance Hits 4-Month High Altcoin Dominance Hits 4-Month HighBy KaikoBTC volume…Smartkarma Daily BriefsJuly 25, 2023
CryptoDaily Briefs Daily Brief Crypto: XRP Volume Surpasses BTC Following Landmark Ruling and more In today’s briefing: XRP Volume Surpasses BTC Following Landmark Ruling XRP Volume Surpasses BTC Following…Smartkarma Daily BriefsJuly 18, 2023
Daily BriefsMost Read Most Read: Korea Stock Exchange Kospi Index, Chilled & Frozen Logistics Holdings, Meituan, Modec Inc, Techwing Inc, Hoshino Resorts Reit, Great Wall Motor, L’Occitane, COSCO SHIPPING Holdings , China Molybdenum Co Ltd H and more In today’s briefing: KRX Announces Final Version of Value-Up Disclosure Guidelines Alongside Dedicated Website LaunchChilled…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsMost Read Most Read: Hanmi Semiconductor, Sciclone Pharmaceuticals, DB Hitek Co., Ltd., Hang Seng Index, Alibaba Group Holding , Modec Inc, Best World International, Grape King Bio, BHP Group Ltd, Honda Motor Co Ltd (Adr) and more In today’s briefing: KOSPI200 June '24 Rebalance: Index Changes Released, 6 Additions & 6 DeletionsSciClone…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsMost Read Most Read: Chilled & Frozen Logistics Holdings, Korea Stock Exchange KOSPI 200, Akeso Biopharma Inc, Shanghai Henlius Biotech , Shift Up, Sciclone Pharmaceuticals, Hanmi Semiconductor, DB Hitek Co., Ltd. and more In today’s briefing: Chilled & Frozen Logistics (9099) Gone Ballistic - Reminder of Structure, Price,…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsMost Read Most Read: Rakuten, Keisei Electric Railway Co, Eoflow, Korea Stock Exchange KOSPI 200, Shanghai Henlius Biotech , Shift Up, Trent Ltd and more In today’s briefing: If Rakuten (4755) Combines Financial Units... Who Wins and How? Well... It's…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsMost Read Most Read: Renesas Electronics, Anglo American, Korea Stock Exchange KOSPI 200, Chilled & Frozen Logistics Holdings, Hong Kong Television Network, Ls Industrial Systems, IDP Education, Go Digit General Insurance and more In today’s briefing: Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos…Smartkarma Daily BriefsMay 23, 2024
Daily BriefsMost Read Most Read: Tokio Marine Holdings, Kfc Holdings Japan, Evergreen Marine Corp, Mitsubishi UFJ Financial (MUFG), Modec Inc, Kia Corp, KB Financial, Mitsui Matsushima, Prosus NV and more In today’s briefing: Tokio Marine Cross-Shareholding - At Least US$18bn of Cross-Shareholding to SellModec Placement…Smartkarma Daily BriefsMay 22, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: KRX Announces Final Version of Value-Up Disclosure Guidelines Alongside Dedicated Website Launch and more In today’s briefing: KRX Announces Final Version of Value-Up Disclosure Guidelines Alongside Dedicated Website LaunchChilled…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Best World (BEST SP): Best and Final S$2.56 Offer and more In today’s briefing: Best World (BEST SP): Best and Final S$2.56 Offer(Mostly) Asia-Pac M&A: KFC…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: SciClone Pharma (6600 HK): Scheme Vote on 19 June and more In today’s briefing: SciClone Pharma (6600 HK): Scheme Vote on 19 JuneKOSPI200 June '24 Rebalance:…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: EOFlow (294090 KS): Suitably Pumped and more In today’s briefing: EOFlow (294090 KS): Suitably PumpedFSS Head Lee Made an Urgent TV Appearance…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: July Short Selling Resumption in Korea: Local Market Info & Trading Considerations and more In today’s briefing: July Short Selling Resumption in Korea: Local Market Info & Trading ConsiderationsChilled…Smartkarma Daily BriefsMay 23, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: A Plausible Explanation for Korea NPS’s Unusually Large Outflow on Local Stocks in May and more In today’s briefing: A Plausible Explanation for Korea NPS's Unusually Large Outflow on Local Stocks…Smartkarma Daily BriefsMay 22, 2024
Daily BriefsECM Daily Brief ECM: Hyundai Heavy Industries Block – Not Well Flagged and Recent Korean Deals Haven’t Done Well and more In today’s briefing: Hyundai Heavy Industries Block - Not Well Flagged and Recent Korean Deals…Smartkarma Daily BriefsMay 17, 2024
Daily BriefsECM Daily Brief ECM: Nihon Kohden (6849 JP): ¥10B Buyback Plan And Stock Split; Japan and US to Drive Business Growth and more In today’s briefing: Nihon Kohden (6849 JP): ¥10B Buyback Plan And Stock Split; Japan and…Smartkarma Daily BriefsMay 16, 2024
Daily BriefsECM Daily Brief ECM: YUUUGE Modec (6269) Offering To Stay Listed in TSE Prime – Effectively a Re-IPO and more In today’s briefing: YUUUGE Modec (6269) Offering To Stay Listed in TSE Prime - Effectively…Smartkarma Daily BriefsMay 15, 2024
Daily BriefsECM Daily Brief ECM: Innospace IPO Valuation Analysis and more In today’s briefing: Innospace IPO Valuation AnalysisOlympus Corp (7733 JP): ¥100B Buyback Plan Offers an…Smartkarma Daily BriefsMay 14, 2024
Daily BriefsECM Daily Brief ECM: ZEEKR IPO: Strong First-Day Return and Upsized Offering and more In today’s briefing: ZEEKR IPO: Strong First-Day Return and Upsized OfferingECM Weekly (13th May 2024)…Smartkarma Daily BriefsMay 13, 2024
Daily BriefsECM Daily Brief ECM: Zeekr IPO Trading – Not as Cheap as It Looks but Float Is Tiny and more In today’s briefing: Zeekr IPO Trading - Not as Cheap as It Looks but Float…Smartkarma Daily BriefsMay 11, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba Group: A Story Of Cross-Border E-commerce Scale-up! – Major Drivers and more In today’s briefing: Alibaba Group: A Story Of Cross-Border E-commerce Scale-up! - Major DriversAsian Dividend…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Formosa Sumco Technology – Earnings and more In today’s briefing: Formosa Sumco Technology - Earnings, Returns, Financial Position, Worsening DramaticallyTech Supply Chain…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: XM / Xiaomi (1810 HK): 1Q24 and more In today’s briefing: XM / Xiaomi (1810 HK): 1Q24, Revenue Up by 27%, Smartphone Shipments…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: PDD (PDD US): 1Q24 and more In today’s briefing: PDD (PDD US): 1Q24, Rev Up by 131% and Margin Reaching Historical…Smartkarma Daily BriefsMay 23, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Grab Holdings (GRAB US) – Leaning In with Product Initiatives and more In today’s briefing: Grab Holdings (GRAB US) - Leaning In with Product InitiativesGAI-Related Numbers and…Smartkarma Daily BriefsMay 22, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Li Auto (LI US): 1Q24 and more In today’s briefing: Li Auto (LI US): 1Q24, A List of Bad NewsTech Supply Chain…Smartkarma Daily BriefsMay 21, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Techwing Inc, CosmoAM&T , Taiwan Semiconductor (TSMC) – ADR, Vanguard Intl Semiconductor, Renesas Electronics, Baidu and more In today’s briefing: KOSDAQ150 Index Rebalance: Short Sell Ban Definitely HelpingKOSPI200 Index Rebalance: Index Committee…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Cisco Systems, Dropbox Inc, Dynatrace , Epam Systems, Nanometrics Inc, Qorvo Inc, Unity Software and more In today’s briefing: Cisco Systems: AI InvestmentsDropbox Inc.: Investments in AI-Enabled Experiences and New Market…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hanmi Semiconductor, DB Hitek Co., Ltd., Lenovo, Formosa Sumco Technology, Kuaishou Technology, Warner Music Group , Fox , ROBLOX , NortonLifeLock, Akamai Technologies and more In today’s briefing: KOSPI200 June '24 Rebalance: Index Changes Released, 6 Additions & 6 DeletionsUnexpected…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shift Up, Tata Technologies, Xiaomi Corp, Full Truck Alliance , Shinfox Energy Co Ltd, Marvell Technology , Immersion Corporation, Shopify , Hubspot Inc and more In today’s briefing: Shift Up IPO - The Positives - All Games Have Done WellTata…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: PropertyGuru , Shift Up, Nissan Motor, Applied Materials, Kuaishou Technology, Bharti Airtel, Tuya Inc, NVIDIA Corp and more In today’s briefing: PropertyGuru (PGRU US): KKR/TPG Mulling a BuyoutShift Up IPO Valuation AnalysisTech Supply…Smartkarma Daily BriefsMay 23, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Grab Holdings , Tencent, Taiwan Semiconductor (TSMC), Raspberry Pi, Apple , Hypoport, Confluent and more In today’s briefing: Grab Holdings (GRAB US) - Leaning In with Product InitiativesGAI-Related Numbers and…Smartkarma Daily BriefsMay 22, 2024
ChinaDaily Briefs Daily Brief China: Shanghai Henlius Biotech , Xiaomi Corp, Sun Art Retail, Trip.com, Full Truck Alliance , China International Capital Corporation, Sciclone Pharmaceuticals, China Vanke and more In today’s briefing: Henlius Biotech (2696 HK): Fosun Offer?Henlius (2696 HK): Privatisation by Fosun Pharma?XM…Smartkarma Daily BriefsMay 24, 2024
ChinaDaily Briefs Daily Brief China: Hong Kong Television Network, PDD Holdings, Li Auto , Kuaishou Technology, Contemporary Amperex Technology (CATL), Shanghai Cell Therapy Group, SJM Holdings and more In today’s briefing: HKTV (1137 HK): Co-Founders' Ruse to Increase Their Grip Through a Share…Smartkarma Daily BriefsMay 23, 2024
ChinaDaily Briefs Daily Brief China: Prosus NV, Tencent, Trip.com Group , Hong Kong Television Network, Shenzhen Mindray Bio-Medical Electronics and more In today’s briefing: StubWorld: Bloisi's Appointment Stalls The Prosus Accretion TradeGAI-Related Numbers and Quotes from…Smartkarma Daily BriefsMay 22, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Li Auto , China Resources Beverage, Shulan Health Management, Health And Happiness (H&H) and more In today’s briefing: L'Occitane (973 HK): Who Owns What, And WhenLi Auto (LI US): 1Q24,…Smartkarma Daily BriefsMay 21, 2024
ChinaDaily Briefs Daily Brief China: Tencent, L’Occitane, BYD Electronics, Zijin Mining Group Co Ltd H, JD.com , Guolian Securities Co Ltd H, ESR Group , Lalatech Holdings Co Ltd, PDD Holdings and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 17 May 2024); Banks, Banks, Banks, Tencent,…Smartkarma Daily BriefsMay 20, 2024
ChinaDaily Briefs Daily Brief China: ESR Group , Li Auto , Yichang HEC Changjiang Pharma, BYD Electronics, Tencent, KraneShares CSI China Internet ETF, Zijin Mining Group Co Ltd H and more In today’s briefing: (Mostly) Asia-Pac M&A: ESR Group, I'Rom Group, S Line, Huafa Property Services,…Smartkarma Daily BriefsMay 19, 2024
Daily BriefsJapan Daily Brief Japan: Chilled & Frozen Logistics Holdings, Hoshino Resorts Reit, Renesas Electronics, TSE Tokyo Price Index TOPIX and more In today’s briefing: Chilled & Frozen Logistics (9099 JP): Irrational Exuberance Takes HoldHoshino Resorts REIT…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsJapan Daily Brief Japan: Modec Inc, Sony Corp, Honda Motor Co Ltd (Adr), TSE Tokyo Price Index TOPIX and more In today’s briefing: Weekly Deals Digest (26 May) - Henlius, HKTV, SciClone, KFC, Best World,…Smartkarma Daily BriefsMay 26, 2024
Daily BriefsJapan Daily Brief Japan: Sumitomo Mitsui Financial Group and more In today’s briefing: Japanese Bigger-Cap Banks – Rates Story Continues, with the Prospect of Equity…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsJapan Daily Brief Japan: Toyota Motor Corp Spon Adr, Terumo Corp, TSE Tokyo Price Index TOPIX and more In today’s briefing: Toyota Motor Corporation: Is It Finally Making The Much-Awaited Shift Towards EVs…Smartkarma Daily BriefsMay 24, 2024
Daily BriefsJapan Daily Brief Japan: Chilled & Frozen Logistics Holdings, Fancl Corp, Daifuku Co Ltd, SJM Holdings and more In today’s briefing: Chilled & Frozen Logistics (9099) Gone Ballistic - Reminder of Structure, Price,…Smartkarma Daily BriefsMay 23, 2024
Daily BriefsJapan Daily Brief Japan: Modec Inc, Mitsui Matsushima, Japan Post Insurance, TSE Tokyo Price Index TOPIX, Onward Holdings and more In today’s briefing: MODEC (6296 JP): The Current PlaybookJAPAN ACTIVISM: Murakami Now 29% of Mitsui…Smartkarma Daily BriefsMay 22, 2024
Daily BriefsMacro Daily Brief Macro: Portfolio Watch: Are you paying attention to China? and more In today’s briefing: Portfolio Watch: Are you paying attention to China?Steno Signals #100 – China’s…Smartkarma Daily BriefsMay 21, 2024
Daily BriefsMacro Daily Brief Macro: Global Monetary Policy Easing Cycle: Nuanced Challenges Across Jurisdictions and more In today’s briefing: Global Monetary Policy Easing Cycle: Nuanced Challenges Across JurisdictionsWhy New Highs Can…Smartkarma Daily BriefsMay 20, 2024
Daily BriefsMacro Daily Brief Macro: Long 10Y and more In today’s briefing: Long 10Y, Short 2Y on Yield Curve NormalisationWalker’s Weekly: Dr. Jim's Summary…Smartkarma Daily BriefsMay 18, 2024
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