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 BriefsMost Read Most Read: Renesas Electronics, Korea Stock Exchange KOSPI 200, Kfc Holdings Japan, L’Occitane, Mitsui Matsushima, EcoPro Materials, Shift Up and more In today’s briefing: Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos…Smartkarma Daily BriefsMay 21, 2024
Daily BriefsMost Read Most Read: Yichang HEC Changjiang Pharma, Korea Stock Exchange KOSPI 200, Li Auto , Japan Post Holdings, Tencent, L’Occitane, BYD Electronics, Nikkei 225, Zijin Mining Group Co Ltd H, JD.com and more In today’s briefing: Yichang HEC (1558 HK): Absorption Via Speculative Scrip. AvoidFSS Head's Aggressive Remarks…Smartkarma Daily BriefsMay 20, 2024
Daily BriefsMost Read Most Read: China Merchants Expressway Net, JD.com , Alibaba Group Holding , APT Medical , Shinva Medical Instrument A, Shenyang Xingqi Pharmaceutical, Eoflow, ESR Group , Li Auto , Yichang HEC Changjiang Pharma and more In today’s briefing: CSI300 Index Rebalance Preview: Bounce in the Potential Deletes Could Be Short…Smartkarma Daily BriefsMay 19, 2024
Daily BriefsMost Read Most Read: Alibaba Group Holding , L’Occitane, BYD Electronics, Ryohin Keikaku, HD Hyundai Heavy Industries , Samsung Life Insurance, Prosus NV, Japan Post Bank and more In today’s briefing: L'Occitane (973.HK) Privatization - The Offer Price Is Good EnoughAlibaba (9988 HK):…Smartkarma Daily BriefsMay 18, 2024
Daily BriefsMost Read Most Read: Japan Post Holdings, Alibaba Group Holding , BYD Electronics, Ryohin Keikaku, L’Occitane, HD Hyundai Heavy Industries , Malaysia Airports Holdings, Kansai Super Market and more In today’s briefing: Japan Post Holdings (6178) - Bigger Better Bullish Buyback With CaveatsAlibaba (9988…Smartkarma Daily BriefsMay 17, 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 BriefsEvent-Driven Daily Brief Event-Driven: Carlyle To Take KFC Japan (9873) Private at ¥6 and more In today’s briefing: Carlyle To Take KFC Japan (9873) Private at ¥6,500/Share - Big Win…Smartkarma Daily BriefsMay 21, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: FSS Head’s Aggressive Remarks for Value-Up at NY Event and more In today’s briefing: FSS Head's Aggressive Remarks for Value-Up at NY Event, Incl. Short Selling…Smartkarma Daily BriefsMay 20, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: ESR Group 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 BriefsEvent-Driven Daily Brief Event-Driven: Naspers X Prosus (NPN and more In today’s briefing: Naspers X Prosus (NPN, PRX): Market Reacts Negatively to Appointment of CEOEQD…Smartkarma Daily BriefsMay 18, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Sep24 Nikkei 225 Rebal – Still 1 ADD (Ryohin Keikaku) and more In today’s briefing: Sep24 Nikkei 225 Rebal - Still 1 ADD (Ryohin Keikaku), 1 DELETE,…Smartkarma Daily BriefsMay 17, 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 BriefsECM Daily Brief ECM: Shouhui Tech Pre-IPO – Profitability Recovered but Hardly Stands Out as a Middleman and more In today’s briefing: Shouhui Tech Pre-IPO - Profitability Recovered but Hardly Stands Out as a…Smartkarma Daily BriefsMay 10, 2024
Daily BriefsECM Daily Brief ECM: Swiggy Pre-IPO Early Look – Innovation Leader and more In today’s briefing: Swiggy Pre-IPO Early Look - Innovation Leader, Profitability LaggardInnospace IPO PreviewICTK IPO…Smartkarma Daily BriefsMay 9, 2024
Daily BriefsECM Daily Brief ECM: CaoCao Inc Pre-IPO Tearsheet and more In today’s briefing: CaoCao Inc Pre-IPO Tearsheet CaoCao Inc Pre-IPO TearsheetBy Clarence Chu CaoCao Inc…Smartkarma Daily BriefsMay 8, 2024
Daily BriefsECM Daily Brief ECM: Lalatech IPO: New Filing Shows March From Losses To Profits Between 2021 and 2023 and more In today’s briefing: Lalatech IPO: New Filing Shows March From Losses To Profits Between 2021…Smartkarma Daily BriefsMay 7, 2024
Daily BriefsECM Daily Brief ECM: ZEEKR (ZK US) IPO: Valuation Insights and more In today’s briefing: ZEEKR (ZK US) IPO: Valuation InsightsECM Weekly (6th May 2024) - Aadhar,…Smartkarma Daily BriefsMay 6, 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 BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC (2330.TT; TSM.US): A16 Technology Continues to Evolve in 1H27. and more In today’s briefing: TSMC (2330.TT; TSM.US): A16 Technology Continues to Evolve in 1H27.Pinduoduo(PDD US): Growth…Smartkarma Daily BriefsMay 20, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Indian Forensic Playbook: Guidelines to Identify and Avoid Storified Stocks and more In today’s briefing: Indian Forensic Playbook: Guidelines to Identify and Avoid Storified StocksZen Technologies: Building…Smartkarma Daily BriefsMay 19, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Japan Post Bank – It’s like a Closed End Mutual Fund More Than Ever and more In today’s briefing: Japan Post Bank - It's like a Closed End Mutual Fund More…Smartkarma Daily BriefsMay 18, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba (9988 HK): Core Segments Moving Into The Right Direction and more In today’s briefing: Alibaba (9988 HK): Core Segments Moving Into The Right DirectionTech Supply Chain…Smartkarma Daily BriefsMay 17, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Meituan (3690 HK): Out of the Woods and Light a Fire and more In today’s briefing: Meituan (3690 HK): Out of the Woods and Light a FireAlibaba: Our…Smartkarma Daily BriefsMay 16, 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
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Renesas Electronics, Shift Up, Taiwan Semiconductor (TSMC), GLOBALFOUNDRIES , Twilio , Keywords Studios, Datadog , Electronic Arts, Match Group and more In today’s briefing: Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos…Smartkarma Daily BriefsMay 21, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, BYD Electronics, Taiwan Semiconductor (TSMC) – ADR, Arista Networks, Dolby Laboratories Inc Cl A, Trimble Navigation, Universal Display and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 17 May 2024); Banks, Banks, Banks, Tencent,…Smartkarma Daily BriefsMay 20, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: BYD Electronics, Tencent and more In today’s briefing: HSI June 2024 Rebal - BYD Electronics (285) ADDed, Cogard Svcs (6098)…Smartkarma Daily BriefsMay 19, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Honda Motor, Sea , KPIT Technologies, CyberArk Software Ltd, Paylocity Holding and more In today’s briefing: : Market Finally Starting to Recognize Tencent’s ValueTech Supply Chain Tracker (18-May-2024):…Smartkarma Daily BriefsMay 18, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Sea , Taiwan Semiconductor (TSMC) – ADR, Tokyo Tsushin Inc, Heartcore Enterprises , Godaddy Inc Class A, Worldline SA, ON24 Inc, Cloudflare and more In today’s briefing: Tech Supply Chain Tracker (17-May-2024): Microsoft China AI teams may relocate due…Smartkarma Daily BriefsMay 17, 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
ChinaDaily Briefs Daily Brief China: Prosus NV, Tencent, JD.com and more In today’s briefing: Naspers X Prosus (NPN, PRX): Market Reacts Negatively to Appointment of CEO:…Smartkarma Daily BriefsMay 18, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Alibaba Group Holding , Giant Biogene, Huafa Property Services Group, Miniso, Agile Property Holdings and more In today’s briefing: L’Occitane (973 HK): Dilemma as the Share Alternative Pre-Condition MetL'Occitane (973 HK):…Smartkarma Daily BriefsMay 17, 2024
ChinaDaily Briefs Daily Brief China: Meituan, Alibaba Group Holding , BYD Electronics, Perfect Medical Health, Vipshop Holdings, Yichang HEC Changjiang Pharma, Zhejiang Leapmotor Technologie, Lalatech Holdings Co Ltd and more In today’s briefing: Meituan (3690 HK): Out of the Woods and Light a FireAlibaba: Our…Smartkarma Daily BriefsMay 16, 2024
ChinaDaily Briefs Daily Brief China: Tencent, Alibaba Group Holding , Li Auto , Xinyi Solar Holdings, Cheerwin, Longfor Properties, China Tourism Group Duty Free and more In today’s briefing: Tencent Q1 FY24 Results Due, a Look into What Is PricedTencent (700…Smartkarma Daily BriefsMay 15, 2024
ChinaDaily Briefs Daily Brief China: ESR Group , Cafe De Coral Holdings, Shinva Medical Instrument A, BYD, Breton Technology, China National Medicines A, Chongho Bridge and more In today’s briefing: ESR Group (1821 HK): Offer MusingsESR Group (1821 HK): Starwood Capital and…Smartkarma Daily BriefsMay 14, 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 BriefsJapan Daily Brief Japan: Renesas Electronics, Kfc Holdings Japan, Mitsui Matsushima, Sumitomo Metal Mining, Asahi Intecc, Mitsubishi UFJ Financial (MUFG) and more In today’s briefing: Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos…Smartkarma Daily BriefsMay 21, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX, Hamamatsu Photonics Kk and more In today’s briefing: A Market with Small Value Stocks and Investment Opportunities Due to Delisting,…Smartkarma Daily BriefsMay 20, 2024
Daily BriefsJapan Daily Brief Japan: Japan Post Holdings, Dentsu Inc and more In today’s briefing: Last Week in Event SPACE: Japan Post, Great Eastern, Malaysia Airports, L'OccitaneDentsu…Smartkarma Daily BriefsMay 19, 2024
Daily BriefsJapan Daily Brief Japan: Japan Post Bank, Nikkei 225, TSE Tokyo Price Index TOPIX, Ohba Co Ltd and more In today’s briefing: Japan Post Bank - It's like a Closed End Mutual Fund More…Smartkarma Daily BriefsMay 18, 2024
Daily BriefsJapan Daily Brief Japan: Ryohin Keikaku, Kansai Super Market, Mitsui E&S Holdings, Eisai Co Ltd, Nissin Corp, Tokyo Tsushin Inc, Heartcore Enterprises , Nippon Paint Holdings and more In today’s briefing: Sep24 Nikkei 225 Rebal - Still 1 ADD (Ryohin Keikaku), 1 DELETE,…Smartkarma Daily BriefsMay 17, 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
Daily BriefsMacro Daily Brief Macro: Steno Signals #99 – Freddie Mac gearing up to unleash trillions for consumption? and more In today’s briefing: Steno Signals #99 – Freddie Mac gearing up to unleash trillions for…Smartkarma Daily BriefsMay 14, 2024
Daily BriefsMacro Daily Brief Macro: Five Reasons to Be Bullish and more In today’s briefing: Five Reasons to Be BullishBeware of the AI Hangover Five Reasons to…Smartkarma Daily BriefsMay 13, 2024
Daily BriefsMacro Daily Brief Macro: Overview #4 – Analysis of Chinese Travel Data Is on the Wrong Path. and more In today’s briefing: Overview #4 - Analysis of Chinese Travel Data Is on the Wrong…Smartkarma Daily BriefsMay 12, 2024
Daily BriefsMacro Daily Brief Macro: HEW: BoE Lunges Hopefully After ECB and more In today’s briefing: HEW: BoE Lunges Hopefully After ECBPortfolio Watch: Reflation is back!Norway CPI Inflation…Smartkarma Daily BriefsMay 11, 2024
Daily BriefsMacro Daily Brief Macro: Macro Regime Indicator May – UP UP UP! and more In today’s briefing: Macro Regime Indicator May – UP UP UP!CrossASEAN Ground Zero - EV…Smartkarma Daily BriefsMay 10, 2024
CryptoDaily Briefs Daily Brief Crypto: The State of Stablecoins and more In today’s briefing: The State of Stablecoins The State of StablecoinsBy KaikoStablecoins are systemically important…Smartkarma Daily BriefsJuly 14, 2023
CryptoDaily Briefs Daily Brief Crypto: Celsius Liquidations Could Pressure Altcoin Markets and more In today’s briefing: Celsius Liquidations Could Pressure Altcoin Markets Celsius Liquidations Could Pressure Altcoin MarketsBy…Smartkarma Daily BriefsJuly 11, 2023
CryptoDaily Briefs Daily Brief Crypto: Bitcoin Gets The Nod and more In today’s briefing: Bitcoin Gets The Nod Bitcoin Gets The NodBy EtherbridgeThe bitcoin halving is…Smartkarma Daily BriefsJuly 10, 2023
CryptoDaily Briefs Daily Brief Crypto: Is StETH Liquid Enough? and more In today’s briefing: Is StETH Liquid Enough? Is StETH Liquid Enough?By KaikoThree Arrows Capital famously…Smartkarma Daily BriefsJuly 7, 2023
CryptoDaily Briefs Daily Brief Crypto: #70 Superpowered superchains and more In today’s briefing: #70 Superpowered superchains #70 Superpowered superchainsBy Carbono InsightsThe second week in a…Smartkarma Daily BriefsJuly 6, 2023
CryptoDaily Briefs Daily Brief Crypto: Q2 Liquidity Ranking for Crypto Assets and more In today’s briefing: Q2 Liquidity Ranking for Crypto Assets Q2 Liquidity Ranking for Crypto AssetsBy…Smartkarma Daily BriefsJuly 2, 2023
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 BriefsMost Read Most Read: Renesas Electronics, Korea Stock Exchange KOSPI 200, Kfc Holdings Japan, L’Occitane, Mitsui Matsushima, EcoPro Materials, Shift Up and more In today’s briefing: Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos…Smartkarma Daily BriefsMay 21, 2024
Daily BriefsMost Read Most Read: Yichang HEC Changjiang Pharma, Korea Stock Exchange KOSPI 200, Li Auto , Japan Post Holdings, Tencent, L’Occitane, BYD Electronics, Nikkei 225, Zijin Mining Group Co Ltd H, JD.com and more In today’s briefing: Yichang HEC (1558 HK): Absorption Via Speculative Scrip. AvoidFSS Head's Aggressive Remarks…Smartkarma Daily BriefsMay 20, 2024
Daily BriefsMost Read Most Read: China Merchants Expressway Net, JD.com , Alibaba Group Holding , APT Medical , Shinva Medical Instrument A, Shenyang Xingqi Pharmaceutical, Eoflow, ESR Group , Li Auto , Yichang HEC Changjiang Pharma and more In today’s briefing: CSI300 Index Rebalance Preview: Bounce in the Potential Deletes Could Be Short…Smartkarma Daily BriefsMay 19, 2024
Daily BriefsMost Read Most Read: Alibaba Group Holding , L’Occitane, BYD Electronics, Ryohin Keikaku, HD Hyundai Heavy Industries , Samsung Life Insurance, Prosus NV, Japan Post Bank and more In today’s briefing: L'Occitane (973.HK) Privatization - The Offer Price Is Good EnoughAlibaba (9988 HK):…Smartkarma Daily BriefsMay 18, 2024
Daily BriefsMost Read Most Read: Japan Post Holdings, Alibaba Group Holding , BYD Electronics, Ryohin Keikaku, L’Occitane, HD Hyundai Heavy Industries , Malaysia Airports Holdings, Kansai Super Market and more In today’s briefing: Japan Post Holdings (6178) - Bigger Better Bullish Buyback With CaveatsAlibaba (9988…Smartkarma Daily BriefsMay 17, 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 BriefsEvent-Driven Daily Brief Event-Driven: Carlyle To Take KFC Japan (9873) Private at ¥6 and more In today’s briefing: Carlyle To Take KFC Japan (9873) Private at ¥6,500/Share - Big Win…Smartkarma Daily BriefsMay 21, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: FSS Head’s Aggressive Remarks for Value-Up at NY Event and more In today’s briefing: FSS Head's Aggressive Remarks for Value-Up at NY Event, Incl. Short Selling…Smartkarma Daily BriefsMay 20, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: ESR Group 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 BriefsEvent-Driven Daily Brief Event-Driven: Naspers X Prosus (NPN and more In today’s briefing: Naspers X Prosus (NPN, PRX): Market Reacts Negatively to Appointment of CEOEQD…Smartkarma Daily BriefsMay 18, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Sep24 Nikkei 225 Rebal – Still 1 ADD (Ryohin Keikaku) and more In today’s briefing: Sep24 Nikkei 225 Rebal - Still 1 ADD (Ryohin Keikaku), 1 DELETE,…Smartkarma Daily BriefsMay 17, 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 BriefsECM Daily Brief ECM: Shouhui Tech Pre-IPO – Profitability Recovered but Hardly Stands Out as a Middleman and more In today’s briefing: Shouhui Tech Pre-IPO - Profitability Recovered but Hardly Stands Out as a…Smartkarma Daily BriefsMay 10, 2024
Daily BriefsECM Daily Brief ECM: Swiggy Pre-IPO Early Look – Innovation Leader and more In today’s briefing: Swiggy Pre-IPO Early Look - Innovation Leader, Profitability LaggardInnospace IPO PreviewICTK IPO…Smartkarma Daily BriefsMay 9, 2024
Daily BriefsECM Daily Brief ECM: CaoCao Inc Pre-IPO Tearsheet and more In today’s briefing: CaoCao Inc Pre-IPO Tearsheet CaoCao Inc Pre-IPO TearsheetBy Clarence Chu CaoCao Inc…Smartkarma Daily BriefsMay 8, 2024
Daily BriefsECM Daily Brief ECM: Lalatech IPO: New Filing Shows March From Losses To Profits Between 2021 and 2023 and more In today’s briefing: Lalatech IPO: New Filing Shows March From Losses To Profits Between 2021…Smartkarma Daily BriefsMay 7, 2024
Daily BriefsECM Daily Brief ECM: ZEEKR (ZK US) IPO: Valuation Insights and more In today’s briefing: ZEEKR (ZK US) IPO: Valuation InsightsECM Weekly (6th May 2024) - Aadhar,…Smartkarma Daily BriefsMay 6, 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 BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC (2330.TT; TSM.US): A16 Technology Continues to Evolve in 1H27. and more In today’s briefing: TSMC (2330.TT; TSM.US): A16 Technology Continues to Evolve in 1H27.Pinduoduo(PDD US): Growth…Smartkarma Daily BriefsMay 20, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Indian Forensic Playbook: Guidelines to Identify and Avoid Storified Stocks and more In today’s briefing: Indian Forensic Playbook: Guidelines to Identify and Avoid Storified StocksZen Technologies: Building…Smartkarma Daily BriefsMay 19, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Japan Post Bank – It’s like a Closed End Mutual Fund More Than Ever and more In today’s briefing: Japan Post Bank - It's like a Closed End Mutual Fund More…Smartkarma Daily BriefsMay 18, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba (9988 HK): Core Segments Moving Into The Right Direction and more In today’s briefing: Alibaba (9988 HK): Core Segments Moving Into The Right DirectionTech Supply Chain…Smartkarma Daily BriefsMay 17, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Meituan (3690 HK): Out of the Woods and Light a Fire and more In today’s briefing: Meituan (3690 HK): Out of the Woods and Light a FireAlibaba: Our…Smartkarma Daily BriefsMay 16, 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
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Renesas Electronics, Shift Up, Taiwan Semiconductor (TSMC), GLOBALFOUNDRIES , Twilio , Keywords Studios, Datadog , Electronic Arts, Match Group and more In today’s briefing: Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos…Smartkarma Daily BriefsMay 21, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, BYD Electronics, Taiwan Semiconductor (TSMC) – ADR, Arista Networks, Dolby Laboratories Inc Cl A, Trimble Navigation, Universal Display and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 17 May 2024); Banks, Banks, Banks, Tencent,…Smartkarma Daily BriefsMay 20, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: BYD Electronics, Tencent and more In today’s briefing: HSI June 2024 Rebal - BYD Electronics (285) ADDed, Cogard Svcs (6098)…Smartkarma Daily BriefsMay 19, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Honda Motor, Sea , KPIT Technologies, CyberArk Software Ltd, Paylocity Holding and more In today’s briefing: : Market Finally Starting to Recognize Tencent’s ValueTech Supply Chain Tracker (18-May-2024):…Smartkarma Daily BriefsMay 18, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Sea , Taiwan Semiconductor (TSMC) – ADR, Tokyo Tsushin Inc, Heartcore Enterprises , Godaddy Inc Class A, Worldline SA, ON24 Inc, Cloudflare and more In today’s briefing: Tech Supply Chain Tracker (17-May-2024): Microsoft China AI teams may relocate due…Smartkarma Daily BriefsMay 17, 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
ChinaDaily Briefs Daily Brief China: Prosus NV, Tencent, JD.com and more In today’s briefing: Naspers X Prosus (NPN, PRX): Market Reacts Negatively to Appointment of CEO:…Smartkarma Daily BriefsMay 18, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Alibaba Group Holding , Giant Biogene, Huafa Property Services Group, Miniso, Agile Property Holdings and more In today’s briefing: L’Occitane (973 HK): Dilemma as the Share Alternative Pre-Condition MetL'Occitane (973 HK):…Smartkarma Daily BriefsMay 17, 2024
ChinaDaily Briefs Daily Brief China: Meituan, Alibaba Group Holding , BYD Electronics, Perfect Medical Health, Vipshop Holdings, Yichang HEC Changjiang Pharma, Zhejiang Leapmotor Technologie, Lalatech Holdings Co Ltd and more In today’s briefing: Meituan (3690 HK): Out of the Woods and Light a FireAlibaba: Our…Smartkarma Daily BriefsMay 16, 2024
ChinaDaily Briefs Daily Brief China: Tencent, Alibaba Group Holding , Li Auto , Xinyi Solar Holdings, Cheerwin, Longfor Properties, China Tourism Group Duty Free and more In today’s briefing: Tencent Q1 FY24 Results Due, a Look into What Is PricedTencent (700…Smartkarma Daily BriefsMay 15, 2024
ChinaDaily Briefs Daily Brief China: ESR Group , Cafe De Coral Holdings, Shinva Medical Instrument A, BYD, Breton Technology, China National Medicines A, Chongho Bridge and more In today’s briefing: ESR Group (1821 HK): Offer MusingsESR Group (1821 HK): Starwood Capital and…Smartkarma Daily BriefsMay 14, 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 BriefsJapan Daily Brief Japan: Renesas Electronics, Kfc Holdings Japan, Mitsui Matsushima, Sumitomo Metal Mining, Asahi Intecc, Mitsubishi UFJ Financial (MUFG) and more In today’s briefing: Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos…Smartkarma Daily BriefsMay 21, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX, Hamamatsu Photonics Kk and more In today’s briefing: A Market with Small Value Stocks and Investment Opportunities Due to Delisting,…Smartkarma Daily BriefsMay 20, 2024
Daily BriefsJapan Daily Brief Japan: Japan Post Holdings, Dentsu Inc and more In today’s briefing: Last Week in Event SPACE: Japan Post, Great Eastern, Malaysia Airports, L'OccitaneDentsu…Smartkarma Daily BriefsMay 19, 2024
Daily BriefsJapan Daily Brief Japan: Japan Post Bank, Nikkei 225, TSE Tokyo Price Index TOPIX, Ohba Co Ltd and more In today’s briefing: Japan Post Bank - It's like a Closed End Mutual Fund More…Smartkarma Daily BriefsMay 18, 2024
Daily BriefsJapan Daily Brief Japan: Ryohin Keikaku, Kansai Super Market, Mitsui E&S Holdings, Eisai Co Ltd, Nissin Corp, Tokyo Tsushin Inc, Heartcore Enterprises , Nippon Paint Holdings and more In today’s briefing: Sep24 Nikkei 225 Rebal - Still 1 ADD (Ryohin Keikaku), 1 DELETE,…Smartkarma Daily BriefsMay 17, 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
Daily BriefsMacro Daily Brief Macro: Steno Signals #99 – Freddie Mac gearing up to unleash trillions for consumption? and more In today’s briefing: Steno Signals #99 – Freddie Mac gearing up to unleash trillions for…Smartkarma Daily BriefsMay 14, 2024
Daily BriefsMacro Daily Brief Macro: Five Reasons to Be Bullish and more In today’s briefing: Five Reasons to Be BullishBeware of the AI Hangover Five Reasons to…Smartkarma Daily BriefsMay 13, 2024
Daily BriefsMacro Daily Brief Macro: Overview #4 – Analysis of Chinese Travel Data Is on the Wrong Path. and more In today’s briefing: Overview #4 - Analysis of Chinese Travel Data Is on the Wrong…Smartkarma Daily BriefsMay 12, 2024
Daily BriefsMacro Daily Brief Macro: HEW: BoE Lunges Hopefully After ECB and more In today’s briefing: HEW: BoE Lunges Hopefully After ECBPortfolio Watch: Reflation is back!Norway CPI Inflation…Smartkarma Daily BriefsMay 11, 2024
Daily BriefsMacro Daily Brief Macro: Macro Regime Indicator May – UP UP UP! and more In today’s briefing: Macro Regime Indicator May – UP UP UP!CrossASEAN Ground Zero - EV…Smartkarma Daily BriefsMay 10, 2024
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