Daily BriefsMost Read Most Read: Fast Retailing, Alps Logistics, China Traditional Chinese Medicine, HD Hyundai Marine Solution , Infocom Corp, CELSYS, Melco International Development, HYBE and more In today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2024): Ranking, Capping, Funding & Other…Smartkarma Daily BriefsMay 10, 2024
Daily BriefsMost Read Most Read: Fast Retailing, Perpetual Ltd, WuXi XDC Cayman , Alibaba Group Holding , Alps Logistics, China Traditional Chinese Medicine, Nippon Yusen Kk, Naver Corp, Taiwan Semiconductor (TSMC) – ADR, HD Hyundai Marine Solution and more In today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2024): Ranking, Capping, Funding & Other…Smartkarma Daily BriefsMay 9, 2024
Daily BriefsMost Read Most Read: HD Hyundai Marine Solution , L’Occitane, KOSDAQ 150 Index, Fast Retailing, Kawasaki Kisen Kaisha, Chilled & Frozen Logistics Holdings, Namoi Cotton Co Operative, WuXi XDC Cayman and more In today’s briefing: HD Hyundai Marine Solution: IPO Book Building Results AnalysisL'Occitane (973.HK) Privatization -…Smartkarma Daily BriefsMay 8, 2024
Daily BriefsMost Read Most Read: ZEEKR, Shinko Electric Industries, China Merchants Expressway Net, L’Occitane, China Traditional Chinese Medicine, Sigma Healthcare, Hang Seng China Enterprises Index, Tencent, Bank of Jiangsu and more In today’s briefing: ZEEKR (ZK US) IPO: Valuation InsightsShinko Electric (6967) - Break/Gap Risk Early…Smartkarma Daily BriefsMay 7, 2024
Daily BriefsMost Read Most Read: Shinko Electric Industries, Marathon Digital Holdings, ZEEKR, China Merchants Expressway Net, China Traditional Chinese Medicine, Mini Kospi 200 Futures, Tencent, Hang Seng China Enterprises Index, Hollysys Automation Technologies, APT Medical and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early May 2024 UpdateS&P500 Index Rebalance:…Smartkarma Daily BriefsMay 6, 2024
Daily BriefsMost Read Most Read: Amman Mineral Internasional, Shenyang Xingqi Pharmaceutical, Robosense Technology, Deep Yellow Ltd, Berli Jucker, Jeju Semiconductor, Korea Stock Exchange Kospi Index, L’Occitane, Marathon Digital Holdings and more In today’s briefing: IDX30/LQ45/IDX80 Index Rebalance: BIG Flows for Some StocksChiNext/ChiNext50 Index Rebalance Preview: Plenty…Smartkarma Daily BriefsMay 5, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Infocom (4348 JP): Rumoured Tender Offer as Teijin Seeks to Exit and more In today’s briefing: Infocom (4348 JP): Rumoured Tender Offer as Teijin Seeks to ExitLogisteed/KKR Bid…Smartkarma Daily BriefsMay 10, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Perpetual (PPT AU): Shareholders Divided Over Carve Out and more In today’s briefing: Perpetual (PPT AU): Shareholders Divided Over Carve OutKKR Deal for Alps Logistics…Smartkarma Daily BriefsMay 9, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Nikkei 225 Index Rebalance Preview (Sep 2024): Ranking and more In today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2024): Ranking, Capping, Funding & Other…Smartkarma Daily BriefsMay 8, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: L’Occitane (973 HK): The Rollover Option and more In today’s briefing: L'Occitane (973 HK): The Rollover Option, And Alternate Listing ValuationsSigma Healthcare (SIG…Smartkarma Daily BriefsMay 7, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Shinko Electric (6967) – Break/Gap Risk Early May 2024 Update and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early May 2024 UpdateCSI300 Index Rebalance…Smartkarma Daily BriefsMay 6, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Weekly Deals Digest (05 May) – L’Occitane and more In today’s briefing: Weekly Deals Digest (05 May) - L'Occitane, C&F Logistics, KFC Japan, Austal,…Smartkarma Daily BriefsMay 5, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (29th Apr 2024) – IDEA and more In today’s briefing: ECM Weekly (29th Apr 2024) - IDEA, Kokusai, J&T, Krafton, Horizon, Oceana,…Smartkarma Daily BriefsApril 29, 2024
Daily BriefsECM Daily Brief ECM: China Resources Beverage (Holdings) Pre-IPO Tearsheet and more In today’s briefing: China Resources Beverage (Holdings) Pre-IPO TearsheetAfcons Infrastructure Limited Pre-IPO - The Negatives…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsECM Daily Brief ECM: HD Hyundai Marine Solution: IPO Book Building Results Analysis and more In today’s briefing: HD Hyundai Marine Solution: IPO Book Building Results AnalysisA Review of Post…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsECM Daily Brief ECM: Horizon Robotics Pre-IPO – The Positives – Rapid Revenue Growth and more In today’s briefing: Horizon Robotics Pre-IPO - The Positives - Rapid Revenue GrowthHorizon Robotics Pre-IPO…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsECM Daily Brief ECM: Krafton Placement – Stock Has Been Doing Well and more In today’s briefing: Krafton Placement - Stock Has Been Doing Well, Momentum Remains StrongSichuan Baicha…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (22nd Apr 2024) – Kokusai and more In today’s briefing: ECM Weekly (22nd Apr 2024) - Kokusai, J&T, Voda IDEA, ChaPanda, Cloudchain,…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba (BABA US): Margin Pressure Overstated and more In today’s briefing: Alibaba (BABA US): Margin Pressure OverstatedTaiwan Dual-Listings: TSMC Spread Slumps Then Fully…Smartkarma Daily BriefsMay 9, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Nintendo (7974) | Negative Surprise….Not Really and more In today’s briefing: Nintendo (7974) | Negative Surprise....Not ReallyTaiwan Tech Weekly: Hon Hai New All-Time…Smartkarma Daily BriefsMay 8, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tencent (700 HK): 1Q24 Preview and more In today’s briefing: Tencent (700 HK): 1Q24 Preview, EPS Up by 40%, But Upside Narrowed…Smartkarma Daily BriefsMay 7, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Toridoll (3397): Restaurant Chain on a Lege and more In today’s briefing: Toridoll (3397): Restaurant Chain on a LegeLRCX. Mounting Tailwinds Bode Well For…Smartkarma Daily BriefsMay 6, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: A Closer Look at Gravita India’s Qualified Audit Opinion and more In today’s briefing: A Closer Look at Gravita India's Qualified Audit OpinionAltria Group: Can Its…Smartkarma Daily BriefsMay 5, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: StubWorld: Stay Long PICC (1339 HK) and more In today’s briefing: StubWorld: Stay Long PICC (1339 HK)Multibintang Q1 FY24: Soft Start, Down to…Smartkarma Daily BriefsMay 4, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, AEM, CELSYS, SK Hynix, HYBE , Shouhui Tech, Tower Semiconductor , Semiconductor Manufacturing International Corp (SMIC), Xperi and more In today’s briefing: Infocom (4348 JP): Rumoured Tender Offer as Teijin Seeks to ExitAEM Holdings:…Smartkarma Daily BriefsMay 10, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Naver Corp, Taiwan Semiconductor (TSMC) – ADR, KLA-Tencor Corp, ICTK, Samsung Sds, Games Global , Bentley Systems , Sps Commerce, AppFolio Inc A, Lattice Semiconductor and more In today’s briefing: Naver: Under Pressure from the Japanese Government To Sell Its Stake in…Smartkarma Daily BriefsMay 9, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Nintendo, Hangzhou EZVIZ Network, Taiwan Semiconductor (TSMC) – ADR, Silicon Motion Technology, Quint Digital , Globalwafers, Novatek Microelectronics Corp, Gaia, Pureprofile Ltd and more In today’s briefing: Nintendo (7974) | Negative Surprise....Not ReallyQuiddity Leaderboard STAR 50 Jun 24: SHORTs…Smartkarma Daily BriefsMay 8, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Asmedia Technology, Samsung SDI, Hangzhou EZVIZ Network, Hua Hong Semiconductor, Perficient Inc, Atlassian , Juniper Networks, Check Point Software Tech, Western Digital and more In today’s briefing: Tencent (700 HK): 1Q24 Preview, EPS Up by 40%, But Upside Narrowed…Smartkarma Daily BriefsMay 7, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Tencent, Hollysys Automation Technologies, Lam Research, King Yuan Electronics Co, Ltd., TBO Tek and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early May 2024 UpdateHK Connect SOUTHBOUND…Smartkarma Daily BriefsMay 6, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Marathon Digital Holdings, Alphabet , Intel Corp, KLA-Tencor Corp, Microsoft Corp, T Mobile Us Inc and more In today’s briefing: S&P500 Index Rebalance: Bitcoin Miner Is a SPCY AddAlphabet Inc.: Are Its…Smartkarma Daily BriefsMay 5, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Tencent, Alibaba Group Holding , Bank of Jiangsu , CPMC Holdings, Lalatech Holdings Co Ltd, China Beststudy Education Group, Huatai Securities Co Ltd (A), Hangzhou EZVIZ Network and more In today’s briefing: L'Occitane (973 HK): The Rollover Option, And Alternate Listing ValuationsTencent (700 HK):…Smartkarma Daily BriefsMay 7, 2024
ChinaDaily Briefs Daily Brief China: China Merchants Expressway Net, China Traditional Chinese Medicine, Tencent, Hang Seng China Enterprises Index, APT Medical , ICBC (H), Contemporary Amperex Technology (CATL), Shijiazhuang Yiling Pharmaceutical and more In today’s briefing: CSI300 Index Rebalance Preview: Bounce in the Potential Deletes Could Be Short…Smartkarma Daily BriefsMay 6, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Shanghai Rural Commercial Bank and more In today’s briefing: Weekly Deals Digest (05 May) - L'Occitane, C&F Logistics, KFC Japan, Austal,…Smartkarma Daily BriefsMay 5, 2024
ChinaDaily Briefs Daily Brief China: People’s Insurance (PICC), Tencent, Xiao I and more In today’s briefing: StubWorld: Stay Long PICC (1339 HK)Upgrading Emerging Markets to Market Weight; China/Hong…Smartkarma Daily BriefsMay 4, 2024
ChinaDaily Briefs Daily Brief China: Weibo , Lalatech Holdings Co Ltd, CIFI Ever Sunshine Services Gr and more In today’s briefing: BABA's Babies: They're All Grown Now! Weibo the Twitter of ChinaLalatech Refiles…Smartkarma Daily BriefsMay 3, 2024
ChinaDaily Briefs Daily Brief China: Ximalaya, China Resources Beverage, Yum China Holdings 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 BriefsJapan Daily Brief Japan: Infocom Corp, Alps Logistics, CELSYS, Daikin Industries, Shofu Inc, Nitto Kogyo, Lippo Karawaci, TSE Tokyo Price Index TOPIX and more In today’s briefing: Infocom (4348 JP): Rumoured Tender Offer as Teijin Seeks to ExitLogisteed/KKR Bid…Smartkarma Daily BriefsMay 10, 2024
Daily BriefsJapan Daily Brief Japan: Alps Logistics, Nippon Yusen Kk, Mitsubishi Heavy Industries and more In today’s briefing: KKR Deal for Alps Logistics (9055) Appears ImminentNippon Yusen (9101) - Another…Smartkarma Daily BriefsMay 9, 2024
Daily BriefsJapan Daily Brief Japan: Fast Retailing, Kawasaki Kisen Kaisha, Chilled & Frozen Logistics Holdings, Nintendo, TSE Tokyo Price Index TOPIX, Dic Corp, Seven & I Holdings and more In today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2024): Ranking, Capping, Funding & Other…Smartkarma Daily BriefsMay 8, 2024
Daily BriefsJapan Daily Brief Japan: Jafco Co Ltd, Komatsu Ltd and more In today’s briefing: Revisiting Jafco (8595.T) - Company Reaches An Important MilestoneKomatsu (6301) | 6%…Smartkarma Daily BriefsMay 7, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, TORIDOLL Holdings Corporation, TSE Tokyo Price Index TOPIX and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early May 2024 UpdateToridoll (3397): Restaurant…Smartkarma Daily BriefsMay 6, 2024
Daily BriefsJapan Daily Brief Japan: West Japan Railway Co and more In today’s briefing: Last Week in Event SPACE: Aussie Tax-Loss Selling, Austal, West Japan Railway,…Smartkarma Daily BriefsMay 5, 2024
Daily BriefsMacro Daily Brief Macro: April Themes and Thematic Portfolio Review and more In today’s briefing: April Themes and Thematic Portfolio ReviewPositioning Watch – Prepare for further action…Smartkarma Daily BriefsMay 2, 2024
Daily BriefsMacro Daily Brief Macro: The Week At A Glance: ISMs and more In today’s briefing: The Week At A Glance: ISMs, NFP, FOMC & QRA to put…Smartkarma Daily BriefsMay 1, 2024
Daily BriefsMacro Daily Brief Macro: Steno Signals #97 – 5 reasons why the CNY will be devalued next week and how to trade it and more In today’s briefing: Steno Signals #97 – 5 reasons why the CNY will be devalued…Smartkarma Daily BriefsApril 30, 2024
Daily BriefsMacro Daily Brief Macro: Relax and more In today’s briefing: Relax, It's Just A Mid-Cycle Expansion Relax, It's Just A Mid-Cycle ExpansionBy…Smartkarma Daily BriefsApril 29, 2024
Daily BriefsMacro Daily Brief Macro: EUR-flation Watch: April is hot (in inflation terms) and more In today’s briefing: EUR-flation Watch: April is hot (in inflation terms)Walker’s Weekly: Dr. Jim's Summary…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsMacro Daily Brief Macro: Will the Ban on Short Selling Stocks in Korea Extended Beyond End of June 2024? and more In today’s briefing: Will the Ban on Short Selling Stocks in Korea Extended Beyond End…Smartkarma Daily BriefsApril 26, 2024
CryptoDaily Briefs Daily Brief Crypto: Market Makers Flee Binance.US and more In today’s briefing: Market Makers Flee Binance.US Market Makers Flee Binance.USBy KaikoBinance.US is bleeding. One…Smartkarma Daily BriefsJune 13, 2023
CryptoDaily Briefs Daily Brief Crypto: The Data Behind the SEC’s Big Week and more In today’s briefing: The Data Behind the SEC's Big Week The Data Behind the SEC's…Smartkarma Daily BriefsJune 9, 2023
CryptoDaily Briefs Daily Brief Crypto: The Fraught Future of Privacy Tokens and more In today’s briefing: The Fraught Future of Privacy Tokens The Fraught Future of Privacy TokensBy…Smartkarma Daily BriefsJune 6, 2023
CryptoDaily Briefs Daily Brief Crypto: Safe | May 27 and more In today’s briefing: Safe | May 27, 2023ETH Liquidity Shows Positive Trend Safe | May…Smartkarma Daily BriefsMay 30, 2023
CryptoDaily Briefs Daily Brief Crypto: LDO’s Shifting Market Structure: Unveiling Asset Metrics and more In today’s briefing: LDO's Shifting Market Structure: Unveiling Asset Metrics LDO's Shifting Market Structure: Unveiling…Smartkarma Daily BriefsMay 26, 2023
CryptoDaily Briefs Daily Brief Crypto: Convergence of Artificial Intelligence and Web3 and more In today’s briefing: Convergence of Artificial Intelligence and Web3Why Is Tether's Market Cap Approaching ATH?…Smartkarma Daily BriefsMay 23, 2023
Daily BriefsMost Read Most Read: Fast Retailing, Alps Logistics, China Traditional Chinese Medicine, HD Hyundai Marine Solution , Infocom Corp, CELSYS, Melco International Development, HYBE and more In today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2024): Ranking, Capping, Funding & Other…Smartkarma Daily BriefsMay 10, 2024
Daily BriefsMost Read Most Read: Fast Retailing, Perpetual Ltd, WuXi XDC Cayman , Alibaba Group Holding , Alps Logistics, China Traditional Chinese Medicine, Nippon Yusen Kk, Naver Corp, Taiwan Semiconductor (TSMC) – ADR, HD Hyundai Marine Solution and more In today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2024): Ranking, Capping, Funding & Other…Smartkarma Daily BriefsMay 9, 2024
Daily BriefsMost Read Most Read: HD Hyundai Marine Solution , L’Occitane, KOSDAQ 150 Index, Fast Retailing, Kawasaki Kisen Kaisha, Chilled & Frozen Logistics Holdings, Namoi Cotton Co Operative, WuXi XDC Cayman and more In today’s briefing: HD Hyundai Marine Solution: IPO Book Building Results AnalysisL'Occitane (973.HK) Privatization -…Smartkarma Daily BriefsMay 8, 2024
Daily BriefsMost Read Most Read: ZEEKR, Shinko Electric Industries, China Merchants Expressway Net, L’Occitane, China Traditional Chinese Medicine, Sigma Healthcare, Hang Seng China Enterprises Index, Tencent, Bank of Jiangsu and more In today’s briefing: ZEEKR (ZK US) IPO: Valuation InsightsShinko Electric (6967) - Break/Gap Risk Early…Smartkarma Daily BriefsMay 7, 2024
Daily BriefsMost Read Most Read: Shinko Electric Industries, Marathon Digital Holdings, ZEEKR, China Merchants Expressway Net, China Traditional Chinese Medicine, Mini Kospi 200 Futures, Tencent, Hang Seng China Enterprises Index, Hollysys Automation Technologies, APT Medical and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early May 2024 UpdateS&P500 Index Rebalance:…Smartkarma Daily BriefsMay 6, 2024
Daily BriefsMost Read Most Read: Amman Mineral Internasional, Shenyang Xingqi Pharmaceutical, Robosense Technology, Deep Yellow Ltd, Berli Jucker, Jeju Semiconductor, Korea Stock Exchange Kospi Index, L’Occitane, Marathon Digital Holdings and more In today’s briefing: IDX30/LQ45/IDX80 Index Rebalance: BIG Flows for Some StocksChiNext/ChiNext50 Index Rebalance Preview: Plenty…Smartkarma Daily BriefsMay 5, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Infocom (4348 JP): Rumoured Tender Offer as Teijin Seeks to Exit and more In today’s briefing: Infocom (4348 JP): Rumoured Tender Offer as Teijin Seeks to ExitLogisteed/KKR Bid…Smartkarma Daily BriefsMay 10, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Perpetual (PPT AU): Shareholders Divided Over Carve Out and more In today’s briefing: Perpetual (PPT AU): Shareholders Divided Over Carve OutKKR Deal for Alps Logistics…Smartkarma Daily BriefsMay 9, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Nikkei 225 Index Rebalance Preview (Sep 2024): Ranking and more In today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2024): Ranking, Capping, Funding & Other…Smartkarma Daily BriefsMay 8, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: L’Occitane (973 HK): The Rollover Option and more In today’s briefing: L'Occitane (973 HK): The Rollover Option, And Alternate Listing ValuationsSigma Healthcare (SIG…Smartkarma Daily BriefsMay 7, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Shinko Electric (6967) – Break/Gap Risk Early May 2024 Update and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early May 2024 UpdateCSI300 Index Rebalance…Smartkarma Daily BriefsMay 6, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Weekly Deals Digest (05 May) – L’Occitane and more In today’s briefing: Weekly Deals Digest (05 May) - L'Occitane, C&F Logistics, KFC Japan, Austal,…Smartkarma Daily BriefsMay 5, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (29th Apr 2024) – IDEA and more In today’s briefing: ECM Weekly (29th Apr 2024) - IDEA, Kokusai, J&T, Krafton, Horizon, Oceana,…Smartkarma Daily BriefsApril 29, 2024
Daily BriefsECM Daily Brief ECM: China Resources Beverage (Holdings) Pre-IPO Tearsheet and more In today’s briefing: China Resources Beverage (Holdings) Pre-IPO TearsheetAfcons Infrastructure Limited Pre-IPO - The Negatives…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsECM Daily Brief ECM: HD Hyundai Marine Solution: IPO Book Building Results Analysis and more In today’s briefing: HD Hyundai Marine Solution: IPO Book Building Results AnalysisA Review of Post…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsECM Daily Brief ECM: Horizon Robotics Pre-IPO – The Positives – Rapid Revenue Growth and more In today’s briefing: Horizon Robotics Pre-IPO - The Positives - Rapid Revenue GrowthHorizon Robotics Pre-IPO…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsECM Daily Brief ECM: Krafton Placement – Stock Has Been Doing Well and more In today’s briefing: Krafton Placement - Stock Has Been Doing Well, Momentum Remains StrongSichuan Baicha…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (22nd Apr 2024) – Kokusai and more In today’s briefing: ECM Weekly (22nd Apr 2024) - Kokusai, J&T, Voda IDEA, ChaPanda, Cloudchain,…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba (BABA US): Margin Pressure Overstated and more In today’s briefing: Alibaba (BABA US): Margin Pressure OverstatedTaiwan Dual-Listings: TSMC Spread Slumps Then Fully…Smartkarma Daily BriefsMay 9, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Nintendo (7974) | Negative Surprise….Not Really and more In today’s briefing: Nintendo (7974) | Negative Surprise....Not ReallyTaiwan Tech Weekly: Hon Hai New All-Time…Smartkarma Daily BriefsMay 8, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tencent (700 HK): 1Q24 Preview and more In today’s briefing: Tencent (700 HK): 1Q24 Preview, EPS Up by 40%, But Upside Narrowed…Smartkarma Daily BriefsMay 7, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Toridoll (3397): Restaurant Chain on a Lege and more In today’s briefing: Toridoll (3397): Restaurant Chain on a LegeLRCX. Mounting Tailwinds Bode Well For…Smartkarma Daily BriefsMay 6, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: A Closer Look at Gravita India’s Qualified Audit Opinion and more In today’s briefing: A Closer Look at Gravita India's Qualified Audit OpinionAltria Group: Can Its…Smartkarma Daily BriefsMay 5, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: StubWorld: Stay Long PICC (1339 HK) and more In today’s briefing: StubWorld: Stay Long PICC (1339 HK)Multibintang Q1 FY24: Soft Start, Down to…Smartkarma Daily BriefsMay 4, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, AEM, CELSYS, SK Hynix, HYBE , Shouhui Tech, Tower Semiconductor , Semiconductor Manufacturing International Corp (SMIC), Xperi and more In today’s briefing: Infocom (4348 JP): Rumoured Tender Offer as Teijin Seeks to ExitAEM Holdings:…Smartkarma Daily BriefsMay 10, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Naver Corp, Taiwan Semiconductor (TSMC) – ADR, KLA-Tencor Corp, ICTK, Samsung Sds, Games Global , Bentley Systems , Sps Commerce, AppFolio Inc A, Lattice Semiconductor and more In today’s briefing: Naver: Under Pressure from the Japanese Government To Sell Its Stake in…Smartkarma Daily BriefsMay 9, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Nintendo, Hangzhou EZVIZ Network, Taiwan Semiconductor (TSMC) – ADR, Silicon Motion Technology, Quint Digital , Globalwafers, Novatek Microelectronics Corp, Gaia, Pureprofile Ltd and more In today’s briefing: Nintendo (7974) | Negative Surprise....Not ReallyQuiddity Leaderboard STAR 50 Jun 24: SHORTs…Smartkarma Daily BriefsMay 8, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Asmedia Technology, Samsung SDI, Hangzhou EZVIZ Network, Hua Hong Semiconductor, Perficient Inc, Atlassian , Juniper Networks, Check Point Software Tech, Western Digital and more In today’s briefing: Tencent (700 HK): 1Q24 Preview, EPS Up by 40%, But Upside Narrowed…Smartkarma Daily BriefsMay 7, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Tencent, Hollysys Automation Technologies, Lam Research, King Yuan Electronics Co, Ltd., TBO Tek and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early May 2024 UpdateHK Connect SOUTHBOUND…Smartkarma Daily BriefsMay 6, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Marathon Digital Holdings, Alphabet , Intel Corp, KLA-Tencor Corp, Microsoft Corp, T Mobile Us Inc and more In today’s briefing: S&P500 Index Rebalance: Bitcoin Miner Is a SPCY AddAlphabet Inc.: Are Its…Smartkarma Daily BriefsMay 5, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Tencent, Alibaba Group Holding , Bank of Jiangsu , CPMC Holdings, Lalatech Holdings Co Ltd, China Beststudy Education Group, Huatai Securities Co Ltd (A), Hangzhou EZVIZ Network and more In today’s briefing: L'Occitane (973 HK): The Rollover Option, And Alternate Listing ValuationsTencent (700 HK):…Smartkarma Daily BriefsMay 7, 2024
ChinaDaily Briefs Daily Brief China: China Merchants Expressway Net, China Traditional Chinese Medicine, Tencent, Hang Seng China Enterprises Index, APT Medical , ICBC (H), Contemporary Amperex Technology (CATL), Shijiazhuang Yiling Pharmaceutical and more In today’s briefing: CSI300 Index Rebalance Preview: Bounce in the Potential Deletes Could Be Short…Smartkarma Daily BriefsMay 6, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Shanghai Rural Commercial Bank and more In today’s briefing: Weekly Deals Digest (05 May) - L'Occitane, C&F Logistics, KFC Japan, Austal,…Smartkarma Daily BriefsMay 5, 2024
ChinaDaily Briefs Daily Brief China: People’s Insurance (PICC), Tencent, Xiao I and more In today’s briefing: StubWorld: Stay Long PICC (1339 HK)Upgrading Emerging Markets to Market Weight; China/Hong…Smartkarma Daily BriefsMay 4, 2024
ChinaDaily Briefs Daily Brief China: Weibo , Lalatech Holdings Co Ltd, CIFI Ever Sunshine Services Gr and more In today’s briefing: BABA's Babies: They're All Grown Now! Weibo the Twitter of ChinaLalatech Refiles…Smartkarma Daily BriefsMay 3, 2024
ChinaDaily Briefs Daily Brief China: Ximalaya, China Resources Beverage, Yum China Holdings 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 BriefsJapan Daily Brief Japan: Infocom Corp, Alps Logistics, CELSYS, Daikin Industries, Shofu Inc, Nitto Kogyo, Lippo Karawaci, TSE Tokyo Price Index TOPIX and more In today’s briefing: Infocom (4348 JP): Rumoured Tender Offer as Teijin Seeks to ExitLogisteed/KKR Bid…Smartkarma Daily BriefsMay 10, 2024
Daily BriefsJapan Daily Brief Japan: Alps Logistics, Nippon Yusen Kk, Mitsubishi Heavy Industries and more In today’s briefing: KKR Deal for Alps Logistics (9055) Appears ImminentNippon Yusen (9101) - Another…Smartkarma Daily BriefsMay 9, 2024
Daily BriefsJapan Daily Brief Japan: Fast Retailing, Kawasaki Kisen Kaisha, Chilled & Frozen Logistics Holdings, Nintendo, TSE Tokyo Price Index TOPIX, Dic Corp, Seven & I Holdings and more In today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2024): Ranking, Capping, Funding & Other…Smartkarma Daily BriefsMay 8, 2024
Daily BriefsJapan Daily Brief Japan: Jafco Co Ltd, Komatsu Ltd and more In today’s briefing: Revisiting Jafco (8595.T) - Company Reaches An Important MilestoneKomatsu (6301) | 6%…Smartkarma Daily BriefsMay 7, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, TORIDOLL Holdings Corporation, TSE Tokyo Price Index TOPIX and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early May 2024 UpdateToridoll (3397): Restaurant…Smartkarma Daily BriefsMay 6, 2024
Daily BriefsJapan Daily Brief Japan: West Japan Railway Co and more In today’s briefing: Last Week in Event SPACE: Aussie Tax-Loss Selling, Austal, West Japan Railway,…Smartkarma Daily BriefsMay 5, 2024
Daily BriefsMacro Daily Brief Macro: April Themes and Thematic Portfolio Review and more In today’s briefing: April Themes and Thematic Portfolio ReviewPositioning Watch – Prepare for further action…Smartkarma Daily BriefsMay 2, 2024
Daily BriefsMacro Daily Brief Macro: The Week At A Glance: ISMs and more In today’s briefing: The Week At A Glance: ISMs, NFP, FOMC & QRA to put…Smartkarma Daily BriefsMay 1, 2024
Daily BriefsMacro Daily Brief Macro: Steno Signals #97 – 5 reasons why the CNY will be devalued next week and how to trade it and more In today’s briefing: Steno Signals #97 – 5 reasons why the CNY will be devalued…Smartkarma Daily BriefsApril 30, 2024
Daily BriefsMacro Daily Brief Macro: Relax and more In today’s briefing: Relax, It's Just A Mid-Cycle Expansion Relax, It's Just A Mid-Cycle ExpansionBy…Smartkarma Daily BriefsApril 29, 2024
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Daily BriefsMacro Daily Brief Macro: Will the Ban on Short Selling Stocks in Korea Extended Beyond End of June 2024? and more In today’s briefing: Will the Ban on Short Selling Stocks in Korea Extended Beyond End…Smartkarma Daily BriefsApril 26, 2024
CryptoDaily Briefs Daily Brief Crypto: Market Makers Flee Binance.US and more In today’s briefing: Market Makers Flee Binance.US Market Makers Flee Binance.USBy KaikoBinance.US is bleeding. One…Smartkarma Daily BriefsJune 13, 2023
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CryptoDaily Briefs Daily Brief Crypto: Safe | May 27 and more In today’s briefing: Safe | May 27, 2023ETH Liquidity Shows Positive Trend Safe | May…Smartkarma Daily BriefsMay 30, 2023
CryptoDaily Briefs Daily Brief Crypto: LDO’s Shifting Market Structure: Unveiling Asset Metrics and more In today’s briefing: LDO's Shifting Market Structure: Unveiling Asset Metrics LDO's Shifting Market Structure: Unveiling…Smartkarma Daily BriefsMay 26, 2023
CryptoDaily Briefs Daily Brief Crypto: Convergence of Artificial Intelligence and Web3 and more In today’s briefing: Convergence of Artificial Intelligence and Web3Why Is Tether's Market Cap Approaching ATH?…Smartkarma Daily BriefsMay 23, 2023