Daily BriefsMost Read Most Read: Square Enix Holdings, Japan Post Holdings, Modec Inc, BYD Electronics, Alibaba Group Holding , Malaysia Airports Holdings, S Line Co Ltd, Lock&Lock and more In today’s briefing: Japan - Another Big Round of Passive SellingYUUUGE Modec (6269) Offering To…Smartkarma Daily BriefsMay 16, 2024
Daily BriefsMost Read Most Read: Toppan Printing, Tencent, Shinva Medical Instrument A, Modec Inc, SK IE Technology , Ushio Inc, Square Enix Holdings, Great Eastern Holdings and more In today’s briefing: Toppan Printing (7911) Accelerates Buyback Pace and Amount; But Crossholder Sales LurkTencent…Smartkarma Daily BriefsMay 15, 2024
Daily BriefsMost Read Most Read: Great Eastern Holdings, JD.com , ESR Group , I’Rom Group, Aozora Bank Ltd, Toppan Printing, Taiwan Semiconductor (TSMC), Softbank Group, Shinva Medical Instrument A and more In today’s briefing: Great Eastern (GE SP): OCBC's S$25.60 Unconditional OfferHSTECH Index Rebalance Preview: Round-Trip…Smartkarma Daily BriefsMay 14, 2024
Daily BriefsMost Read Most Read: KDDI Corp, Nissin Corp, JD.com , Yichang HEC Changjiang Pharma, Greatview Aseptic Packaging, Great Eastern Holdings, Sumitomo Chemical, Naver Corp, LG Chem and more In today’s briefing: KDDI (9433) - Own Share Tender Offer, Toyota To Sell (Gasp!) Redux…Smartkarma Daily BriefsMay 13, 2024
Daily BriefsMost Read Most Read: Fast Retailing, Deep Yellow Ltd, Shenyang Xingqi Pharmaceutical, Eoflow, Greatview Aseptic Packaging, Yichang HEC Changjiang Pharma, China Traditional Chinese Medicine, OCBC, Korea Stock Exchange KOSPI 200, Cosmecca Korea and more In today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2024): Ranking, Capping, Funding & Other…Smartkarma Daily BriefsMay 12, 2024
Daily BriefsMost Read Most Read: Toyota Motor, Infocom Corp, Alps Logistics, Nissin Corp, Greatview Aseptic Packaging, Great Eastern Holdings, HYBE , Eoflow, ZEEKR and more In today’s briefing: Toyota Cross-Shareholding - To Say a Whole Lot Is Left Would Be…Smartkarma Daily BriefsMay 11, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Japan Post Holdings (6178) – Bigger Better Bullish Buyback With Caveats and more In today’s briefing: Japan Post Holdings (6178) - Bigger Better Bullish Buyback With CaveatsHang Seng…Smartkarma Daily BriefsMay 16, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Tencent Q1 FY24 Results Due and more In today’s briefing: Tencent Q1 FY24 Results Due, a Look into What Is PricedKey Timing…Smartkarma Daily BriefsMay 15, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: ESR Group (1821 HK): Offer Musings and more In today’s briefing: ESR Group (1821 HK): Offer MusingsESR Group (1821 HK): Starwood Capital and…Smartkarma Daily BriefsMay 14, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: KDDI (9433) – Own Share Tender Offer and more In today’s briefing: KDDI (9433) - Own Share Tender Offer, Toyota To Sell (Gasp!) Redux…Smartkarma Daily BriefsMay 13, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Greatview Aseptic (468 HK): Shandong Xinjufeng VGO Could Force Mengniu to Act and more In today’s briefing: Greatview Aseptic (468 HK): Shandong Xinjufeng VGO Could Force Mengniu to ActHEC…Smartkarma Daily BriefsMay 12, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Nissin (9066) – Super Big Buyback Race-Walks the Governance Walk – Super Cheap Logistics Biz and more In today’s briefing: Nissin (9066) - Super Big Buyback Race-Walks the Governance Walk - Super…Smartkarma Daily BriefsMay 11, 2024
Daily BriefsECM Daily Brief ECM: ZEEKR IPO: Attractive ~$4.8B Midpoint Valuation Offers At Least 30% Upside and more In today’s briefing: ZEEKR IPO: Attractive ~$4.8B Midpoint Valuation Offers At Least 30% Upside ZEEKR…Smartkarma Daily BriefsMay 5, 2024
Daily BriefsECM Daily Brief ECM: Indegene IPO – Marquee Clients and more In today’s briefing: Indegene IPO - Marquee Clients, Strong Track Record, Decent ValuationGridwiz IPO Preview…Smartkarma Daily BriefsMay 4, 2024
Daily BriefsECM Daily Brief ECM: Indegene Pre-IPO – RHP Updates – Client Base Continued to Grow and more In today’s briefing: Indegene Pre-IPO - RHP Updates - Client Base Continued to Grow, and…Smartkarma Daily BriefsMay 3, 2024
Daily BriefsECM Daily Brief ECM: Pre-IPO Ximalaya – The Potential Risks and the Outlook and more In today’s briefing: Pre-IPO Ximalaya - The Potential Risks and the OutlookChina Resources Beverage Pre-IPO…Smartkarma Daily BriefsMay 2, 2024
Daily BriefsECM Daily Brief ECM: Endeavour Group Placement – While There Is an Overhang and more In today’s briefing: Endeavour Group Placement - While There Is an Overhang, Selldown Now Appears…Smartkarma Daily BriefsMay 1, 2024
Daily BriefsECM Daily Brief ECM: Worley Placement – Largest Shareholder Selling at an Attractive Discount and more In today’s briefing: Worley Placement - Largest Shareholder Selling at an Attractive DiscountSHEIN IPO: The…Smartkarma Daily BriefsApril 30, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba (9988 HK): 4Q24 and more In today’s briefing: Alibaba (9988 HK): 4Q24, Main Business Began to GrowTencent (700 HK): 1Q24,…Smartkarma Daily BriefsMay 15, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Cafe De Coral (341 HK): Immediate Upside and more In today’s briefing: Cafe De Coral (341 HK): Immediate UpsideTSMC Surges As April Revenue Soars…Smartkarma Daily BriefsMay 14, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Sumitomo Chemical (4005): To Believe Or Not To Believe and more In today’s briefing: Sumitomo Chemical (4005): To Believe Or Not To Believe, That Is the…Smartkarma Daily BriefsMay 13, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Gravita India Ltd- Forensic Analysis and more In today’s briefing: Gravita India Ltd- Forensic AnalysisSirius XM Holdings: Improving ConversionLear Corporation: Industrial AutomationCorning…Smartkarma Daily BriefsMay 12, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tech Supply Chain Tracker (11-May-2024): China smartphone market and more In today’s briefing: Tech Supply Chain Tracker (11-May-2024): China smartphone market, Q1 2024PayPal Holdings: Continued…Smartkarma Daily BriefsMay 11, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: AEM Holdings: More Short-Term Pain; Highly Attractive Valuation for Long-Term Investors and more In today’s briefing: AEM Holdings: More Short-Term Pain; Highly Attractive Valuation for Long-Term InvestorsTech Supply…Smartkarma Daily BriefsMay 10, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: BYD Electronics, Samsung Electronics, Cigniti Technologies, Silergy Corp, Vitec Software Group , Fortinet Inc, Motorola Solutions, PTC Inc, Cdw Corp/De, HCL Technologies and more In today’s briefing: Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for JuneTech Supply Chain…Smartkarma Daily BriefsMay 16, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Square Enix Holdings, Intel Corp, Tokyo Electric Power Co, Hon Hai Precision Industry and more In today’s briefing: Tencent Q1 FY24 Results Due, a Look into What Is PricedTencent (700…Smartkarma Daily BriefsMay 15, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), Softbank Group, Asustek Computer, ASE Technology Holding , Ubiquiti Inc., Immersion Corporation, WM Technology , MoneyHero , ZoomInfo Technologies , Automatic Data Processing and more In today’s briefing: TSMC Surges As April Revenue Soars 60% YoYSoftbank (9984 JP): Has Group…Smartkarma Daily BriefsMay 14, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: KDDI Corp, Naver Corp, Himax Technologies Inc Adr and more In today’s briefing: KDDI (9433) - Own Share Tender Offer, Toyota To Sell (Gasp!) Redux…Smartkarma Daily BriefsMay 13, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Advanced Micro Devices, Corning Inc, Gartner Inc, Mastercard, Pinterest , Qualcomm Inc, Skyworks Solutions, Super Micro Computer, Zebra Technologies Corp and more In today’s briefing: Advanced Micro Devices Inc. (AMD): Growth Opportunities in Data Center CPU &…Smartkarma Daily BriefsMay 12, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Lenovo, Paypal Holdings, Amazon.com Inc, Arlo Technologies Inc, Cambium Networks , PVA TePla and more In today’s briefing: Tech Supply Chain Tracker (11-May-2024): China smartphone market, Q1 2024PayPal Holdings: Continued…Smartkarma Daily BriefsMay 11, 2024
ChinaDaily Briefs Daily Brief China: JD.com , Greatview Aseptic Packaging, Zhangzhou Pientzehuang Pharmaceutical Co., Ltd., BeiGene , Cosco Shipping Ports, Dream International, China Jinmao Holdings and more In today’s briefing: HSTECH Index Rebalance Preview: Round-Trip Trade of US$2.4bn in JuneMerger Arb Mondays…Smartkarma Daily BriefsMay 13, 2024
ChinaDaily Briefs Daily Brief China: Greatview Aseptic Packaging, Yichang HEC Changjiang Pharma, China Traditional Chinese Medicine, China Citic Bank Corp Ltd H, BYD , China International Capital Corporation and more In today’s briefing: Greatview Aseptic (468 HK): Shandong Xinjufeng VGO Could Force Mengniu to ActHEC…Smartkarma Daily BriefsMay 12, 2024
ChinaDaily Briefs Daily Brief China: Greatview Aseptic Packaging and more In today’s briefing: GAPack (468 HK): Mengniu & Bi Weigh Options On Shandong Xinjufeng's VGO…Smartkarma Daily BriefsMay 11, 2024
ChinaDaily Briefs Daily Brief China: Melco International Development, H World Group , Shouhui Tech, Anhui Conch Cement, Semiconductor Manufacturing International Corp (SMIC), Lippo Karawaci and more In today’s briefing: HK CEO & Director Dealings (9 May 2024): Lawrence Adds More Melco;…Smartkarma Daily BriefsMay 10, 2024
ChinaDaily Briefs Daily Brief China: Alibaba Group Holding , China Traditional Chinese Medicine, IMAX China Holding, WuXi AppTec, China Bluechemical Ltd H, ENN Energy and more In today’s briefing: Alibaba (BABA US): Margin Pressure OverstatedChina Traditional Chinese Medicine (570 HK): Evaluating…Smartkarma Daily BriefsMay 9, 2024
ChinaDaily Briefs Daily Brief China: WuXi XDC Cayman , Hangzhou EZVIZ Network, Meituan, Singamas Container Holdings, Shenyang Xingqi Pharmaceutical, ATRenew , Postal Savings Bank of China C, Cafe De Coral Holdings, Greentown China, CaoCao Inc and more In today’s briefing: Wuxi XDC Lock-Up - US$300m Lockup Expiry Could See Some Selling Owing…Smartkarma Daily BriefsMay 8, 2024
Daily BriefsJapan Daily Brief Japan: Japan Post Holdings, S Line Co Ltd, Nihon Kohden, Recruit Holdings, TSE Tokyo Price Index TOPIX, yutori , Pan Pacific International Holdings, Pakuwon Jati and more In today’s briefing: Japan Post Holdings (6178) - Bigger Better Bullish Buyback With CaveatsS Line…Smartkarma Daily BriefsMay 16, 2024
Daily BriefsJapan Daily Brief Japan: Modec Inc, Ushio Inc, Square Enix Holdings, Longfor Properties, Sodick Co Ltd and more In today’s briefing: YUUUGE Modec (6269) Offering To Stay Listed in TSE Prime - Effectively…Smartkarma Daily BriefsMay 15, 2024
Daily BriefsJapan Daily Brief Japan: I’Rom Group, Aozora Bank Ltd, Toppan Printing, Paris Miki Holdings, Softbank Group, Shiseido Company, Olympus Corp, TSE Tokyo Price Index TOPIX, SCREEN Holdings and more In today’s briefing: Blackstone to Take I'rom (2372 JP) Private in MBO at ¥2800/Share (49%…Smartkarma Daily BriefsMay 14, 2024
Daily BriefsJapan Daily Brief Japan: KDDI Corp, Sumitomo Chemical, Mitsubishi Heavy Industries, Paycloud Holdings and more In today’s briefing: KDDI (9433) - Own Share Tender Offer, Toyota To Sell (Gasp!) Redux…Smartkarma Daily BriefsMay 13, 2024
Daily BriefsJapan Daily Brief Japan: Alps Logistics, TSE Tokyo Price Index TOPIX and more In today’s briefing: Last Week in Event SPACE: Alps Logistics, L'Occitane, Hanon Systems, Perpetual LtdSince…Smartkarma Daily BriefsMay 12, 2024
Daily BriefsJapan Daily Brief Japan: Nissin Corp, Nihon Housing and more In today’s briefing: Nissin (9066) - Super Big Buyback Race-Walks the Governance Walk - Super…Smartkarma Daily BriefsMay 11, 2024
Daily BriefsMacro Daily Brief Macro: New Release: Fund Positioning Chart Pack and more In today’s briefing: New Release: Fund Positioning Chart PackPolicy Rate Reversal WarningsUSD inflation preview: NO,…Smartkarma Daily BriefsMay 9, 2024
Daily BriefsMacro Daily Brief Macro: Big Fines on Foreign Investment Banks for Naked Short Selling in Korea – Implications and more In today’s briefing: Big Fines on Foreign Investment Banks for Naked Short Selling in Korea…Smartkarma Daily BriefsMay 8, 2024
Daily BriefsMacro Daily Brief Macro: The Week That Was in ASEAN@Smartkarma – Astra International and more In today’s briefing: The Week That Was in ASEAN@Smartkarma - Astra International, Bukalapak, and Bank…Smartkarma Daily BriefsMay 7, 2024
Daily BriefsMacro Daily Brief Macro: Outperformance Using Smartkarma Smartscore for KOSPI Stock Screen & Where There Is Smoke and more In today’s briefing: Outperformance Using Smartkarma Smartscore for KOSPI Stock Screen & Where There Is…Smartkarma Daily BriefsMay 6, 2024
Daily BriefsMacro Daily Brief Macro: Walker’s Weekly: Dr. Jim’s Summary of Key Global Macro Developments – 3 May 2024 and more In today’s briefing: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 3…Smartkarma Daily BriefsMay 4, 2024
Daily BriefsMacro Daily Brief Macro: Corporate Value Up Program Guidelines Proposed by the FSC – Disappointing & Needs Improvement and more In today’s briefing: Corporate Value Up Program Guidelines Proposed by the FSC - Disappointing &…Smartkarma Daily BriefsMay 3, 2024
CryptoDaily Briefs Daily Brief Crypto: What’s Driving Bitcoin’s Rally? and more In today’s briefing: What's Driving Bitcoin's Rally? What's Driving Bitcoin's Rally?By KaikoBitcoin briefly hit yearly…Smartkarma Daily BriefsJune 27, 2023
CryptoDaily Briefs Daily Brief Crypto: Rabby Wallet and more In today’s briefing: Rabby Wallet Rabby WalletBy EtherbridgeThis article delves into the intricacies of Rabby…Smartkarma Daily BriefsJune 26, 2023
CryptoDaily Briefs Daily Brief Crypto: CRV and more In today’s briefing: CRV, Aave, and the Art of Liquidation CRV, Aave, and the Art…Smartkarma Daily BriefsJune 23, 2023
CryptoDaily Briefs Daily Brief Crypto: The Data Behind Tether’s Depeg and more In today’s briefing: The Data Behind Tether's Depeg The Data Behind Tether's DepegBy KaikoLast week,…Smartkarma Daily BriefsJune 20, 2023
CryptoDaily Briefs Daily Brief Crypto: The Collision of AI and Blockchain Technology and more In today’s briefing: The Collision of AI and Blockchain Technology The Collision of AI and…Smartkarma Daily BriefsJune 19, 2023
CryptoDaily Briefs Daily Brief Crypto: Q2 Crypto Liquidity Update and more In today’s briefing: Q2 Crypto Liquidity Update Q2 Crypto Liquidity UpdateBy Kaiko While CeFi liquidity…Smartkarma Daily BriefsJune 17, 2023
Daily BriefsMost Read Most Read: Square Enix Holdings, Japan Post Holdings, Modec Inc, BYD Electronics, Alibaba Group Holding , Malaysia Airports Holdings, S Line Co Ltd, Lock&Lock and more In today’s briefing: Japan - Another Big Round of Passive SellingYUUUGE Modec (6269) Offering To…Smartkarma Daily BriefsMay 16, 2024
Daily BriefsMost Read Most Read: Toppan Printing, Tencent, Shinva Medical Instrument A, Modec Inc, SK IE Technology , Ushio Inc, Square Enix Holdings, Great Eastern Holdings and more In today’s briefing: Toppan Printing (7911) Accelerates Buyback Pace and Amount; But Crossholder Sales LurkTencent…Smartkarma Daily BriefsMay 15, 2024
Daily BriefsMost Read Most Read: Great Eastern Holdings, JD.com , ESR Group , I’Rom Group, Aozora Bank Ltd, Toppan Printing, Taiwan Semiconductor (TSMC), Softbank Group, Shinva Medical Instrument A and more In today’s briefing: Great Eastern (GE SP): OCBC's S$25.60 Unconditional OfferHSTECH Index Rebalance Preview: Round-Trip…Smartkarma Daily BriefsMay 14, 2024
Daily BriefsMost Read Most Read: KDDI Corp, Nissin Corp, JD.com , Yichang HEC Changjiang Pharma, Greatview Aseptic Packaging, Great Eastern Holdings, Sumitomo Chemical, Naver Corp, LG Chem and more In today’s briefing: KDDI (9433) - Own Share Tender Offer, Toyota To Sell (Gasp!) Redux…Smartkarma Daily BriefsMay 13, 2024
Daily BriefsMost Read Most Read: Fast Retailing, Deep Yellow Ltd, Shenyang Xingqi Pharmaceutical, Eoflow, Greatview Aseptic Packaging, Yichang HEC Changjiang Pharma, China Traditional Chinese Medicine, OCBC, Korea Stock Exchange KOSPI 200, Cosmecca Korea and more In today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2024): Ranking, Capping, Funding & Other…Smartkarma Daily BriefsMay 12, 2024
Daily BriefsMost Read Most Read: Toyota Motor, Infocom Corp, Alps Logistics, Nissin Corp, Greatview Aseptic Packaging, Great Eastern Holdings, HYBE , Eoflow, ZEEKR and more In today’s briefing: Toyota Cross-Shareholding - To Say a Whole Lot Is Left Would Be…Smartkarma Daily BriefsMay 11, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Japan Post Holdings (6178) – Bigger Better Bullish Buyback With Caveats and more In today’s briefing: Japan Post Holdings (6178) - Bigger Better Bullish Buyback With CaveatsHang Seng…Smartkarma Daily BriefsMay 16, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Tencent Q1 FY24 Results Due and more In today’s briefing: Tencent Q1 FY24 Results Due, a Look into What Is PricedKey Timing…Smartkarma Daily BriefsMay 15, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: ESR Group (1821 HK): Offer Musings and more In today’s briefing: ESR Group (1821 HK): Offer MusingsESR Group (1821 HK): Starwood Capital and…Smartkarma Daily BriefsMay 14, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: KDDI (9433) – Own Share Tender Offer and more In today’s briefing: KDDI (9433) - Own Share Tender Offer, Toyota To Sell (Gasp!) Redux…Smartkarma Daily BriefsMay 13, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Greatview Aseptic (468 HK): Shandong Xinjufeng VGO Could Force Mengniu to Act and more In today’s briefing: Greatview Aseptic (468 HK): Shandong Xinjufeng VGO Could Force Mengniu to ActHEC…Smartkarma Daily BriefsMay 12, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Nissin (9066) – Super Big Buyback Race-Walks the Governance Walk – Super Cheap Logistics Biz and more In today’s briefing: Nissin (9066) - Super Big Buyback Race-Walks the Governance Walk - Super…Smartkarma Daily BriefsMay 11, 2024
Daily BriefsECM Daily Brief ECM: ZEEKR IPO: Attractive ~$4.8B Midpoint Valuation Offers At Least 30% Upside and more In today’s briefing: ZEEKR IPO: Attractive ~$4.8B Midpoint Valuation Offers At Least 30% Upside ZEEKR…Smartkarma Daily BriefsMay 5, 2024
Daily BriefsECM Daily Brief ECM: Indegene IPO – Marquee Clients and more In today’s briefing: Indegene IPO - Marquee Clients, Strong Track Record, Decent ValuationGridwiz IPO Preview…Smartkarma Daily BriefsMay 4, 2024
Daily BriefsECM Daily Brief ECM: Indegene Pre-IPO – RHP Updates – Client Base Continued to Grow and more In today’s briefing: Indegene Pre-IPO - RHP Updates - Client Base Continued to Grow, and…Smartkarma Daily BriefsMay 3, 2024
Daily BriefsECM Daily Brief ECM: Pre-IPO Ximalaya – The Potential Risks and the Outlook and more In today’s briefing: Pre-IPO Ximalaya - The Potential Risks and the OutlookChina Resources Beverage Pre-IPO…Smartkarma Daily BriefsMay 2, 2024
Daily BriefsECM Daily Brief ECM: Endeavour Group Placement – While There Is an Overhang and more In today’s briefing: Endeavour Group Placement - While There Is an Overhang, Selldown Now Appears…Smartkarma Daily BriefsMay 1, 2024
Daily BriefsECM Daily Brief ECM: Worley Placement – Largest Shareholder Selling at an Attractive Discount and more In today’s briefing: Worley Placement - Largest Shareholder Selling at an Attractive DiscountSHEIN IPO: The…Smartkarma Daily BriefsApril 30, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba (9988 HK): 4Q24 and more In today’s briefing: Alibaba (9988 HK): 4Q24, Main Business Began to GrowTencent (700 HK): 1Q24,…Smartkarma Daily BriefsMay 15, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Cafe De Coral (341 HK): Immediate Upside and more In today’s briefing: Cafe De Coral (341 HK): Immediate UpsideTSMC Surges As April Revenue Soars…Smartkarma Daily BriefsMay 14, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Sumitomo Chemical (4005): To Believe Or Not To Believe and more In today’s briefing: Sumitomo Chemical (4005): To Believe Or Not To Believe, That Is the…Smartkarma Daily BriefsMay 13, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Gravita India Ltd- Forensic Analysis and more In today’s briefing: Gravita India Ltd- Forensic AnalysisSirius XM Holdings: Improving ConversionLear Corporation: Industrial AutomationCorning…Smartkarma Daily BriefsMay 12, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tech Supply Chain Tracker (11-May-2024): China smartphone market and more In today’s briefing: Tech Supply Chain Tracker (11-May-2024): China smartphone market, Q1 2024PayPal Holdings: Continued…Smartkarma Daily BriefsMay 11, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: AEM Holdings: More Short-Term Pain; Highly Attractive Valuation for Long-Term Investors and more In today’s briefing: AEM Holdings: More Short-Term Pain; Highly Attractive Valuation for Long-Term InvestorsTech Supply…Smartkarma Daily BriefsMay 10, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: BYD Electronics, Samsung Electronics, Cigniti Technologies, Silergy Corp, Vitec Software Group , Fortinet Inc, Motorola Solutions, PTC Inc, Cdw Corp/De, HCL Technologies and more In today’s briefing: Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for JuneTech Supply Chain…Smartkarma Daily BriefsMay 16, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Square Enix Holdings, Intel Corp, Tokyo Electric Power Co, Hon Hai Precision Industry and more In today’s briefing: Tencent Q1 FY24 Results Due, a Look into What Is PricedTencent (700…Smartkarma Daily BriefsMay 15, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), Softbank Group, Asustek Computer, ASE Technology Holding , Ubiquiti Inc., Immersion Corporation, WM Technology , MoneyHero , ZoomInfo Technologies , Automatic Data Processing and more In today’s briefing: TSMC Surges As April Revenue Soars 60% YoYSoftbank (9984 JP): Has Group…Smartkarma Daily BriefsMay 14, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: KDDI Corp, Naver Corp, Himax Technologies Inc Adr and more In today’s briefing: KDDI (9433) - Own Share Tender Offer, Toyota To Sell (Gasp!) Redux…Smartkarma Daily BriefsMay 13, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Advanced Micro Devices, Corning Inc, Gartner Inc, Mastercard, Pinterest , Qualcomm Inc, Skyworks Solutions, Super Micro Computer, Zebra Technologies Corp and more In today’s briefing: Advanced Micro Devices Inc. (AMD): Growth Opportunities in Data Center CPU &…Smartkarma Daily BriefsMay 12, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Lenovo, Paypal Holdings, Amazon.com Inc, Arlo Technologies Inc, Cambium Networks , PVA TePla and more In today’s briefing: Tech Supply Chain Tracker (11-May-2024): China smartphone market, Q1 2024PayPal Holdings: Continued…Smartkarma Daily BriefsMay 11, 2024
ChinaDaily Briefs Daily Brief China: JD.com , Greatview Aseptic Packaging, Zhangzhou Pientzehuang Pharmaceutical Co., Ltd., BeiGene , Cosco Shipping Ports, Dream International, China Jinmao Holdings and more In today’s briefing: HSTECH Index Rebalance Preview: Round-Trip Trade of US$2.4bn in JuneMerger Arb Mondays…Smartkarma Daily BriefsMay 13, 2024
ChinaDaily Briefs Daily Brief China: Greatview Aseptic Packaging, Yichang HEC Changjiang Pharma, China Traditional Chinese Medicine, China Citic Bank Corp Ltd H, BYD , China International Capital Corporation and more In today’s briefing: Greatview Aseptic (468 HK): Shandong Xinjufeng VGO Could Force Mengniu to ActHEC…Smartkarma Daily BriefsMay 12, 2024
ChinaDaily Briefs Daily Brief China: Greatview Aseptic Packaging and more In today’s briefing: GAPack (468 HK): Mengniu & Bi Weigh Options On Shandong Xinjufeng's VGO…Smartkarma Daily BriefsMay 11, 2024
ChinaDaily Briefs Daily Brief China: Melco International Development, H World Group , Shouhui Tech, Anhui Conch Cement, Semiconductor Manufacturing International Corp (SMIC), Lippo Karawaci and more In today’s briefing: HK CEO & Director Dealings (9 May 2024): Lawrence Adds More Melco;…Smartkarma Daily BriefsMay 10, 2024
ChinaDaily Briefs Daily Brief China: Alibaba Group Holding , China Traditional Chinese Medicine, IMAX China Holding, WuXi AppTec, China Bluechemical Ltd H, ENN Energy and more In today’s briefing: Alibaba (BABA US): Margin Pressure OverstatedChina Traditional Chinese Medicine (570 HK): Evaluating…Smartkarma Daily BriefsMay 9, 2024
ChinaDaily Briefs Daily Brief China: WuXi XDC Cayman , Hangzhou EZVIZ Network, Meituan, Singamas Container Holdings, Shenyang Xingqi Pharmaceutical, ATRenew , Postal Savings Bank of China C, Cafe De Coral Holdings, Greentown China, CaoCao Inc and more In today’s briefing: Wuxi XDC Lock-Up - US$300m Lockup Expiry Could See Some Selling Owing…Smartkarma Daily BriefsMay 8, 2024
Daily BriefsJapan Daily Brief Japan: Japan Post Holdings, S Line Co Ltd, Nihon Kohden, Recruit Holdings, TSE Tokyo Price Index TOPIX, yutori , Pan Pacific International Holdings, Pakuwon Jati and more In today’s briefing: Japan Post Holdings (6178) - Bigger Better Bullish Buyback With CaveatsS Line…Smartkarma Daily BriefsMay 16, 2024
Daily BriefsJapan Daily Brief Japan: Modec Inc, Ushio Inc, Square Enix Holdings, Longfor Properties, Sodick Co Ltd and more In today’s briefing: YUUUGE Modec (6269) Offering To Stay Listed in TSE Prime - Effectively…Smartkarma Daily BriefsMay 15, 2024
Daily BriefsJapan Daily Brief Japan: I’Rom Group, Aozora Bank Ltd, Toppan Printing, Paris Miki Holdings, Softbank Group, Shiseido Company, Olympus Corp, TSE Tokyo Price Index TOPIX, SCREEN Holdings and more In today’s briefing: Blackstone to Take I'rom (2372 JP) Private in MBO at ¥2800/Share (49%…Smartkarma Daily BriefsMay 14, 2024
Daily BriefsJapan Daily Brief Japan: KDDI Corp, Sumitomo Chemical, Mitsubishi Heavy Industries, Paycloud Holdings and more In today’s briefing: KDDI (9433) - Own Share Tender Offer, Toyota To Sell (Gasp!) Redux…Smartkarma Daily BriefsMay 13, 2024
Daily BriefsJapan Daily Brief Japan: Alps Logistics, TSE Tokyo Price Index TOPIX and more In today’s briefing: Last Week in Event SPACE: Alps Logistics, L'Occitane, Hanon Systems, Perpetual LtdSince…Smartkarma Daily BriefsMay 12, 2024
Daily BriefsJapan Daily Brief Japan: Nissin Corp, Nihon Housing and more In today’s briefing: Nissin (9066) - Super Big Buyback Race-Walks the Governance Walk - Super…Smartkarma Daily BriefsMay 11, 2024
Daily BriefsMacro Daily Brief Macro: New Release: Fund Positioning Chart Pack and more In today’s briefing: New Release: Fund Positioning Chart PackPolicy Rate Reversal WarningsUSD inflation preview: NO,…Smartkarma Daily BriefsMay 9, 2024
Daily BriefsMacro Daily Brief Macro: Big Fines on Foreign Investment Banks for Naked Short Selling in Korea – Implications and more In today’s briefing: Big Fines on Foreign Investment Banks for Naked Short Selling in Korea…Smartkarma Daily BriefsMay 8, 2024
Daily BriefsMacro Daily Brief Macro: The Week That Was in ASEAN@Smartkarma – Astra International and more In today’s briefing: The Week That Was in ASEAN@Smartkarma - Astra International, Bukalapak, and Bank…Smartkarma Daily BriefsMay 7, 2024
Daily BriefsMacro Daily Brief Macro: Outperformance Using Smartkarma Smartscore for KOSPI Stock Screen & Where There Is Smoke and more In today’s briefing: Outperformance Using Smartkarma Smartscore for KOSPI Stock Screen & Where There Is…Smartkarma Daily BriefsMay 6, 2024
Daily BriefsMacro Daily Brief Macro: Walker’s Weekly: Dr. Jim’s Summary of Key Global Macro Developments – 3 May 2024 and more In today’s briefing: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 3…Smartkarma Daily BriefsMay 4, 2024
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