Daily BriefsMost Read Most Read: Great Wall Motor, Hanmi Semiconductor, Jeju Semiconductor, Hanon Systems, Oriental Land, Mediatek Inc, Sigma Healthcare, Jusung Engineering, People’s Insurance (PICC), Korea Stock Exchange Kospi Index and more In today’s briefing: RMB Dual Counter Trading Is Coming - This Changes AH RelationshipsKOSPI200 Index…Smartkarma Daily BriefsMay 4, 2024
Daily BriefsMost Read Most Read: IDP Education, Deep Yellow Ltd, Hanmi Semiconductor, Jeju Semiconductor, Korea Stock Exchange Kospi Index, Austal Ltd, Bukalapak.com PT Tbk, Honasa Consumer and more In today’s briefing: Tax-Loss Selling in Australia 2024 - Historical Analysis and A Trade BasketASX200…Smartkarma Daily BriefsMay 3, 2024
Daily BriefsMost Read Most Read: IDP Education, CJ Cheiljedang, West Japan Railway Co, Krafton , L’Occitane, Rio Tinto Ltd, Chilled & Frozen Logistics Holdings, Jeju Semiconductor, Hanmi Semiconductor and more In today’s briefing: Tax-Loss Selling in Australia 2024 - Historical Analysis and A Trade BasketLeading…Smartkarma Daily BriefsMay 2, 2024
Daily BriefsMost Read Most Read: Amman Mineral Internasional, EcoPro Materials, L’Occitane, WorleyParsons Ltd, IDP Education, Deep Yellow Ltd, Endeavour Group /Australia, China Resources Beverage, CJ Cheiljedang, Keisei Electric Railway Co and more In today’s briefing: IDX30/LQ45/IDX80 Index Rebalance: BIG Flows for Some StocksMay Lockup Release & April…Smartkarma Daily BriefsMay 1, 2024
Daily BriefsMost Read Most Read: Hainan Jinpan Smart Technology, Maruti Suzuki India, L’Occitane, Kfc Holdings Japan, WorleyParsons Ltd, Mimasu Semiconductor Industry, Toyo Suisan Kaisha and more In today’s briefing: STAR100 Index Rebalance Preview: 10 Changes as Potential Adds OutperformIndia: Potential Free…Smartkarma Daily BriefsApril 30, 2024
Daily BriefsMost Read Most Read: Korea Stock Exchange KOSPI 200, HD Hyundai Marine Solution , Azure Minerals, China Life Insurance Co H, Samsung C&T, Maruti Suzuki India, Keisei Electric Railway Co, Connectwave, Berli Jucker and more In today’s briefing: Korea Value-Up Guidelines Release Date Is Set for May 2ndHD Hyundai Marine…Smartkarma Daily BriefsApril 29, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Updated Tool (30Apr24) & “Diff File Generator” For TSE “Mgmt Conscious of Capital Cost/Stock Price” and more In today’s briefing: Updated Tool (30Apr24) & "Diff File Generator" For TSE "Mgmt Conscious of…Smartkarma Daily BriefsMay 4, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: NPS Confirms Reference Portfolio & Risky Assets Upweight: Implications for Value-Up Stocks and more In today’s briefing: NPS Confirms Reference Portfolio & Risky Assets Upweight: Implications for Value-Up StocksAustal…Smartkarma Daily BriefsMay 3, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: JR West (9021 JP) – Shareholder Structure Means Large-Ish Buyback Could Have Impact and more In today’s briefing: JR West (9021 JP) - Shareholder Structure Means Large-Ish Buyback Could Have…Smartkarma Daily BriefsMay 2, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Tax-Loss Selling in Australia 2024 – Historical Analysis and A Trade Basket and more In today’s briefing: Tax-Loss Selling in Australia 2024 - Historical Analysis and A Trade BasketLeading…Smartkarma Daily BriefsMay 1, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: L’Occitane (973 HK): Conditional VGO at HK$34 and more In today’s briefing: L’Occitane (973 HK): Conditional VGO at HK$34Carlyle Reportedly To Buy KFC Japan…Smartkarma Daily BriefsApril 30, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HD Hyundai Marine Solution (443060 KS) IPO: No Passive Buying Near-Term and more In today’s briefing: HD Hyundai Marine Solution (443060 KS) IPO: No Passive Buying Near-TermMerger Arb…Smartkarma Daily BriefsApril 29, 2024
Daily BriefsECM Daily Brief ECM: Will the Hyundai Marine Solution IPO Follow in Ecopro Materials’ Footsteps After It Goes Public? and more In today’s briefing: Will the Hyundai Marine Solution IPO Follow in Ecopro Materials' Footsteps After…Smartkarma Daily BriefsApril 20, 2024
Daily BriefsECM Daily Brief ECM: Upcoming Mobvoi’s Debut: Downsized IPO Despite Hyper-Growth In AIGC Business Segment and more In today’s briefing: Upcoming Mobvoi’s Debut: Downsized IPO Despite Hyper-Growth In AIGC Business SegmentAadhar Housing…Smartkarma Daily BriefsApril 19, 2024
Daily BriefsECM Daily Brief ECM: Jeil M&S IPO Bookbuilding Results Analysis and more In today’s briefing: Jeil M&S IPO Bookbuilding Results AnalysisCloudchain Pre-IPO - The Negatives - But…Smartkarma Daily BriefsApril 18, 2024
Daily BriefsECM Daily Brief ECM: Kokusai Elec (6525) – The Much-Anticipated Lockup Expiry and more In today’s briefing: Kokusai Elec (6525) - The Much-Anticipated Lockup ExpiryBelle Fashion IPO: The Investment…Smartkarma Daily BriefsApril 17, 2024
Daily BriefsECM Daily Brief ECM: Baicha Baidao (2555 HK) IPO: Valuation Insights and more In today’s briefing: Baicha Baidao (2555 HK) IPO: Valuation InsightsHorizon Robotics IPO Preview: “Journey Together”,…Smartkarma Daily BriefsApril 16, 2024
Daily BriefsECM Daily Brief ECM: Postage Fraud Case Update: Guilty Plea and more In today’s briefing: Postage Fraud Case Update: Guilty Plea, Asset Forfeiture, & Restitution Set at…Smartkarma Daily BriefsApril 15, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Bukalapak (BUKA IJ) – Eureka Moment with Better Visibility Ahead and more In today’s briefing: Bukalapak (BUKA IJ) - Eureka Moment with Better Visibility AheadEarnings Playbook |…Smartkarma Daily BriefsMay 3, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: AMD. It’s A Marathon and more In today’s briefing: AMD. It's A Marathon, Not A SprintAmazon 1Q'24 UpdatePeptidream (4587 JP): Steadily…Smartkarma Daily BriefsMay 2, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Keisei Electric Rail (9009): For Relative Value Trade and more In today’s briefing: Keisei Electric Rail (9009): For Relative Value TradeHDFC Bank (HDFCB): Looking Beyond…Smartkarma Daily BriefsMay 1, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Fuyao Glass (3606 HK): Global Champion Benefiting From Structural Uptrend and more In today’s briefing: Fuyao Glass (3606 HK): Global Champion Benefiting From Structural UptrendMonthly Chinese Tourism…Smartkarma Daily BriefsApril 30, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Sumitomo Chemical (4005): Potential Posterchild of Japan’s Resurgence and more In today’s briefing: Sumitomo Chemical (4005): Potential Posterchild of Japan's ResurgenceTaiwan Dual-Listings Monitor: TSMC &…Smartkarma Daily BriefsApril 29, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Memory Monitor: What SK Hynix Sees For PC and Server Markets Ahead; TSMC’s Strength Vs. Samsung and more In today’s briefing: Memory Monitor: What SK Hynix Sees For PC and Server Markets Ahead;…Smartkarma Daily BriefsApril 28, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Darktrace, Teradyne Inc, Xiao I , Tyler Technologies, Eventbrite Inc, Cognyte Software , 1Spatial Plc, WRKR and more In today’s briefing: Upgrading Emerging Markets to Market Weight; China/Hong Kong Continue to Bottom; Energy…Smartkarma Daily BriefsMay 4, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Weibo , Mediatek Inc, SK Hynix, Jusung Engineering, Lam Research, Meta Platforms (Facebook), Fiserv Inc, International Business Machines, Servicenow Inc, Spotify and more In today’s briefing: BABA's Babies: They're All Grown Now! Weibo the Twitter of ChinaKey Insights…Smartkarma Daily BriefsMay 3, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Advanced Micro Devices, Amazon.com Inc, Jeju Semiconductor, Hanmi Semiconductor, Ximalaya, Spectur Ltd, Esker SA, Kin & Carta , MotorK Ltd, Vection Technologies Ltd and more In today’s briefing: AMD. It's A Marathon, Not A SprintAmazon 1Q'24 UpdateKOSDAQ150 Index Rebalance Preview:…Smartkarma Daily BriefsMay 2, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Mediatek Inc, Krafton , Taiwan Semiconductor (TSMC) – ADR, Asustek Computer, Tech Mahindra, TBO Tek, Vanguard Intl Semiconductor, Visa, Texas Instruments, SmartRent and more In today’s briefing: Tech Supply Chain Tracker (30-Apr-2024): AI server cooling: liquid & air solutionsAlpha…Smartkarma Daily BriefsMay 1, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Mimasu Semiconductor Industry, Luxshare Precision Industry, Taiwan Semiconductor (TSMC), ASML Holding NV, Cadence Design Sys, USD Coin, Verizon Communications, Darktrace, Nokia Oyj, Sap Se Sponsored Adr and more In today’s briefing: Mimasu Semiconductor (8155 JP): Shin-Etsu (4063 JP)’s Pre-Conditional Tender OfferTech Supply Chain…Smartkarma Daily BriefsApril 30, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Connectwave, Taiwan Semiconductor (TSMC) – ADR, Mediatek Inc, Tencent, Kokusai Electric , Technology Select Sector SPDR, Playtech Plc, Matterport and more In today’s briefing: MBK's ConnectWave Tender Offer: Details & Trading AnglesConnect Wave: Tender Offer of…Smartkarma Daily BriefsApril 29, 2024
ChinaDaily Briefs Daily Brief China: Super Hi International Holding, L’Occitane, Luckin Coffee, China Oil And Gas, West China Cement, Hansoh Pharmaceutical Group and more In today’s briefing: Super Hi International US ADS - Has Been Doing Well but Doesn’t…Smartkarma Daily BriefsMay 1, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Prosus NV, Fuyao Glass Industry Group, Trip.com, JD.com Inc (ADR), Hang Seng Index, BYD, Mao Geping Cosmetics and more In today’s briefing: L’Occitane (973 HK): Conditional VGO at HK$34L'Occitane (973 HK): Geiger's $34/Share OfferNPN…Smartkarma Daily BriefsApril 30, 2024
ChinaDaily Briefs Daily Brief China: Tencent, Gan & Lee Pharmaceuticals, China Education Group, Air China Ltd (H), China Vanke , Hygeia Healthcare Group and more In today’s briefing: Tencent/Netease: Game Approval Rotate to Netease in AprilChina Healthcare Weekly (Apr.28)-TCM Formula…Smartkarma Daily BriefsApril 29, 2024
ChinaDaily Briefs Daily Brief China: Tencent, Xiaomi Corp, China Life Insurance Co H, China Merchants Bank A and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 26 Apr 2024); Strong Net Buying on…Smartkarma Daily BriefsApril 28, 2024
ChinaDaily Briefs Daily Brief China: Eagle Nice (Intl) Hldgs, ByteDance, AGBA Group Holding and more In today’s briefing: Asian Dividend Gems: Eagle Nice International HoldingsTikTok Shop Faces Regulatory Hurdles in…Smartkarma Daily BriefsApril 27, 2024
ChinaDaily Briefs Daily Brief China: China Merchants Port, China Resources Beverage, Indika Energy and more In today’s briefing: Revisiting China Merchants Ports (144 HK)China Resources Beverage (Holdings) Pre-IPO TearsheetMorning Views…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsJapan Daily Brief Japan: Oriental Land, TSE Tokyo Price Index TOPIX and more In today’s briefing: Updated Tool (30Apr24) & "Diff File Generator" For TSE "Mgmt Conscious of…Smartkarma Daily BriefsMay 4, 2024
Daily BriefsJapan Daily Brief Japan: Daiichi Sankyo, Lasertec Corp, Sumitomo Pharma and more In today’s briefing: Daiichi Sankyo (4568 JP) – We like the Focus on Oncology but…Smartkarma Daily BriefsMay 3, 2024
Daily BriefsJapan Daily Brief Japan: West Japan Railway Co, Chilled & Frozen Logistics Holdings, TSE Tokyo Price Index TOPIX, Peptidream Inc and more In today’s briefing: JR West (9021 JP) - Shareholder Structure Means Large-Ish Buyback Could Have…Smartkarma Daily BriefsMay 2, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co, Sumitomo Chemical, Shin Etsu Chemical, Ono Pharmaceutical and more In today’s briefing: Keisei Electric Rail (9009): For Relative Value TradeSumitomo Chemical (4005): Up Is…Smartkarma Daily BriefsMay 1, 2024
Daily BriefsJapan Daily Brief Japan: Kfc Holdings Japan, Mimasu Semiconductor Industry, Toyo Suisan Kaisha, Mitsubishi Motors, Keisei Electric Railway Co, M3 Inc, Simplex Holdings and more In today’s briefing: Carlyle Reportedly To Buy KFC Japan (9873) From MitCorp (8058) - Deal…Smartkarma Daily BriefsApril 30, 2024
Daily BriefsJapan Daily Brief Japan: Sumitomo Chemical, Kokusai Electric and more In today’s briefing: Sumitomo Chemical (4005): Potential Posterchild of Japan's ResurgenceECM Weekly (29th Apr 2024)…Smartkarma Daily BriefsApril 29, 2024
Daily BriefsMacro Daily Brief Macro: Active GEM Funds: Extremes in Positioning & Momentum and more In today’s briefing: Active GEM Funds: Extremes in Positioning & MomentumUS Benign This Year: Trade…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsMacro Daily Brief Macro: Back Testing the End of Mandatory Lock-Up Periods Monthly Data in Korea and more In today’s briefing: Back Testing the End of Mandatory Lock-Up Periods Monthly Data in KoreaAsian…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsMacro Daily Brief Macro: Fund Managers Are Long Commodities Again and more In today’s briefing: Fund Managers Are Long Commodities AgainGlobal FX: A Strong Dollar Is Not…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsMacro Daily Brief Macro: Are We In For A 1970s Style Inflation Revival? and more In today’s briefing: Are We In For A 1970s Style Inflation Revival?What's Bothering the U.S.…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsMacro Daily Brief Macro: Macro Overview: A Review of Recent Events Impacting Our Investment Themes and more In today’s briefing: Macro Overview: A Review of Recent Events Impacting Our Investment Themes Macro…Smartkarma Daily BriefsApril 21, 2024
Daily BriefsMacro Daily Brief Macro: The Liquidity ‘Air Pocket’: A Short Update After US Tax Filing-Week and more In today’s briefing: The Liquidity ‘Air Pocket’: A Short Update After US Tax Filing-WeekGlobal Funds…Smartkarma Daily BriefsApril 20, 2024
CryptoDaily Briefs Daily Brief Crypto: A Dive Into DeFi and more In today’s briefing: A Dive Into DeFi A Dive Into DeFiBy EtherbridgeAs technology continues to…Smartkarma Daily BriefsMay 21, 2023
CryptoDaily Briefs Daily Brief Crypto: Stablecoins: Does Trust Really Matter? and more In today’s briefing: Stablecoins: Does Trust Really Matter? Stablecoins: Does Trust Really Matter?By KaikoThe stablecoin…Smartkarma Daily BriefsMay 19, 2023
CryptoDaily Briefs Daily Brief Crypto: Market Makers Continue to Reduce Liquidity and more In today’s briefing: Market Makers Continue to Reduce Liquidity Market Makers Continue to Reduce LiquidityBy…Smartkarma Daily BriefsMay 16, 2023
CryptoDaily Briefs Daily Brief Crypto: TriCrypto: Curve’s Ace in the Hole and more In today’s briefing: TriCrypto: Curve's Ace in the Hole TriCrypto: Curve's Ace in the HoleBy…Smartkarma Daily BriefsMay 12, 2023
CryptoDaily Briefs Daily Brief Crypto: Binance Halts Withdrawals as BTC Fees Surge and more In today’s briefing: Binance Halts Withdrawals as BTC Fees Surge Binance Halts Withdrawals as BTC…Smartkarma Daily BriefsMay 10, 2023
CryptoDaily Briefs Daily Brief Crypto: The State of Crypto Derivatives and more In today’s briefing: The State of Crypto Derivatives The State of Crypto DerivativesBy KaikoDerivatives markets…Smartkarma Daily BriefsMay 5, 2023
Daily BriefsMost Read Most Read: Great Wall Motor, Hanmi Semiconductor, Jeju Semiconductor, Hanon Systems, Oriental Land, Mediatek Inc, Sigma Healthcare, Jusung Engineering, People’s Insurance (PICC), Korea Stock Exchange Kospi Index and more In today’s briefing: RMB Dual Counter Trading Is Coming - This Changes AH RelationshipsKOSPI200 Index…Smartkarma Daily BriefsMay 4, 2024
Daily BriefsMost Read Most Read: IDP Education, Deep Yellow Ltd, Hanmi Semiconductor, Jeju Semiconductor, Korea Stock Exchange Kospi Index, Austal Ltd, Bukalapak.com PT Tbk, Honasa Consumer and more In today’s briefing: Tax-Loss Selling in Australia 2024 - Historical Analysis and A Trade BasketASX200…Smartkarma Daily BriefsMay 3, 2024
Daily BriefsMost Read Most Read: IDP Education, CJ Cheiljedang, West Japan Railway Co, Krafton , L’Occitane, Rio Tinto Ltd, Chilled & Frozen Logistics Holdings, Jeju Semiconductor, Hanmi Semiconductor and more In today’s briefing: Tax-Loss Selling in Australia 2024 - Historical Analysis and A Trade BasketLeading…Smartkarma Daily BriefsMay 2, 2024
Daily BriefsMost Read Most Read: Amman Mineral Internasional, EcoPro Materials, L’Occitane, WorleyParsons Ltd, IDP Education, Deep Yellow Ltd, Endeavour Group /Australia, China Resources Beverage, CJ Cheiljedang, Keisei Electric Railway Co and more In today’s briefing: IDX30/LQ45/IDX80 Index Rebalance: BIG Flows for Some StocksMay Lockup Release & April…Smartkarma Daily BriefsMay 1, 2024
Daily BriefsMost Read Most Read: Hainan Jinpan Smart Technology, Maruti Suzuki India, L’Occitane, Kfc Holdings Japan, WorleyParsons Ltd, Mimasu Semiconductor Industry, Toyo Suisan Kaisha and more In today’s briefing: STAR100 Index Rebalance Preview: 10 Changes as Potential Adds OutperformIndia: Potential Free…Smartkarma Daily BriefsApril 30, 2024
Daily BriefsMost Read Most Read: Korea Stock Exchange KOSPI 200, HD Hyundai Marine Solution , Azure Minerals, China Life Insurance Co H, Samsung C&T, Maruti Suzuki India, Keisei Electric Railway Co, Connectwave, Berli Jucker and more In today’s briefing: Korea Value-Up Guidelines Release Date Is Set for May 2ndHD Hyundai Marine…Smartkarma Daily BriefsApril 29, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Updated Tool (30Apr24) & “Diff File Generator” For TSE “Mgmt Conscious of Capital Cost/Stock Price” and more In today’s briefing: Updated Tool (30Apr24) & "Diff File Generator" For TSE "Mgmt Conscious of…Smartkarma Daily BriefsMay 4, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: NPS Confirms Reference Portfolio & Risky Assets Upweight: Implications for Value-Up Stocks and more In today’s briefing: NPS Confirms Reference Portfolio & Risky Assets Upweight: Implications for Value-Up StocksAustal…Smartkarma Daily BriefsMay 3, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: JR West (9021 JP) – Shareholder Structure Means Large-Ish Buyback Could Have Impact and more In today’s briefing: JR West (9021 JP) - Shareholder Structure Means Large-Ish Buyback Could Have…Smartkarma Daily BriefsMay 2, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Tax-Loss Selling in Australia 2024 – Historical Analysis and A Trade Basket and more In today’s briefing: Tax-Loss Selling in Australia 2024 - Historical Analysis and A Trade BasketLeading…Smartkarma Daily BriefsMay 1, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: L’Occitane (973 HK): Conditional VGO at HK$34 and more In today’s briefing: L’Occitane (973 HK): Conditional VGO at HK$34Carlyle Reportedly To Buy KFC Japan…Smartkarma Daily BriefsApril 30, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HD Hyundai Marine Solution (443060 KS) IPO: No Passive Buying Near-Term and more In today’s briefing: HD Hyundai Marine Solution (443060 KS) IPO: No Passive Buying Near-TermMerger Arb…Smartkarma Daily BriefsApril 29, 2024
Daily BriefsECM Daily Brief ECM: Will the Hyundai Marine Solution IPO Follow in Ecopro Materials’ Footsteps After It Goes Public? and more In today’s briefing: Will the Hyundai Marine Solution IPO Follow in Ecopro Materials' Footsteps After…Smartkarma Daily BriefsApril 20, 2024
Daily BriefsECM Daily Brief ECM: Upcoming Mobvoi’s Debut: Downsized IPO Despite Hyper-Growth In AIGC Business Segment and more In today’s briefing: Upcoming Mobvoi’s Debut: Downsized IPO Despite Hyper-Growth In AIGC Business SegmentAadhar Housing…Smartkarma Daily BriefsApril 19, 2024
Daily BriefsECM Daily Brief ECM: Jeil M&S IPO Bookbuilding Results Analysis and more In today’s briefing: Jeil M&S IPO Bookbuilding Results AnalysisCloudchain Pre-IPO - The Negatives - But…Smartkarma Daily BriefsApril 18, 2024
Daily BriefsECM Daily Brief ECM: Kokusai Elec (6525) – The Much-Anticipated Lockup Expiry and more In today’s briefing: Kokusai Elec (6525) - The Much-Anticipated Lockup ExpiryBelle Fashion IPO: The Investment…Smartkarma Daily BriefsApril 17, 2024
Daily BriefsECM Daily Brief ECM: Baicha Baidao (2555 HK) IPO: Valuation Insights and more In today’s briefing: Baicha Baidao (2555 HK) IPO: Valuation InsightsHorizon Robotics IPO Preview: “Journey Together”,…Smartkarma Daily BriefsApril 16, 2024
Daily BriefsECM Daily Brief ECM: Postage Fraud Case Update: Guilty Plea and more In today’s briefing: Postage Fraud Case Update: Guilty Plea, Asset Forfeiture, & Restitution Set at…Smartkarma Daily BriefsApril 15, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Bukalapak (BUKA IJ) – Eureka Moment with Better Visibility Ahead and more In today’s briefing: Bukalapak (BUKA IJ) - Eureka Moment with Better Visibility AheadEarnings Playbook |…Smartkarma Daily BriefsMay 3, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: AMD. It’s A Marathon and more In today’s briefing: AMD. It's A Marathon, Not A SprintAmazon 1Q'24 UpdatePeptidream (4587 JP): Steadily…Smartkarma Daily BriefsMay 2, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Keisei Electric Rail (9009): For Relative Value Trade and more In today’s briefing: Keisei Electric Rail (9009): For Relative Value TradeHDFC Bank (HDFCB): Looking Beyond…Smartkarma Daily BriefsMay 1, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Fuyao Glass (3606 HK): Global Champion Benefiting From Structural Uptrend and more In today’s briefing: Fuyao Glass (3606 HK): Global Champion Benefiting From Structural UptrendMonthly Chinese Tourism…Smartkarma Daily BriefsApril 30, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Sumitomo Chemical (4005): Potential Posterchild of Japan’s Resurgence and more In today’s briefing: Sumitomo Chemical (4005): Potential Posterchild of Japan's ResurgenceTaiwan Dual-Listings Monitor: TSMC &…Smartkarma Daily BriefsApril 29, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Memory Monitor: What SK Hynix Sees For PC and Server Markets Ahead; TSMC’s Strength Vs. Samsung and more In today’s briefing: Memory Monitor: What SK Hynix Sees For PC and Server Markets Ahead;…Smartkarma Daily BriefsApril 28, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Darktrace, Teradyne Inc, Xiao I , Tyler Technologies, Eventbrite Inc, Cognyte Software , 1Spatial Plc, WRKR and more In today’s briefing: Upgrading Emerging Markets to Market Weight; China/Hong Kong Continue to Bottom; Energy…Smartkarma Daily BriefsMay 4, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Weibo , Mediatek Inc, SK Hynix, Jusung Engineering, Lam Research, Meta Platforms (Facebook), Fiserv Inc, International Business Machines, Servicenow Inc, Spotify and more In today’s briefing: BABA's Babies: They're All Grown Now! Weibo the Twitter of ChinaKey Insights…Smartkarma Daily BriefsMay 3, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Advanced Micro Devices, Amazon.com Inc, Jeju Semiconductor, Hanmi Semiconductor, Ximalaya, Spectur Ltd, Esker SA, Kin & Carta , MotorK Ltd, Vection Technologies Ltd and more In today’s briefing: AMD. It's A Marathon, Not A SprintAmazon 1Q'24 UpdateKOSDAQ150 Index Rebalance Preview:…Smartkarma Daily BriefsMay 2, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Mediatek Inc, Krafton , Taiwan Semiconductor (TSMC) – ADR, Asustek Computer, Tech Mahindra, TBO Tek, Vanguard Intl Semiconductor, Visa, Texas Instruments, SmartRent and more In today’s briefing: Tech Supply Chain Tracker (30-Apr-2024): AI server cooling: liquid & air solutionsAlpha…Smartkarma Daily BriefsMay 1, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Mimasu Semiconductor Industry, Luxshare Precision Industry, Taiwan Semiconductor (TSMC), ASML Holding NV, Cadence Design Sys, USD Coin, Verizon Communications, Darktrace, Nokia Oyj, Sap Se Sponsored Adr and more In today’s briefing: Mimasu Semiconductor (8155 JP): Shin-Etsu (4063 JP)’s Pre-Conditional Tender OfferTech Supply Chain…Smartkarma Daily BriefsApril 30, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Connectwave, Taiwan Semiconductor (TSMC) – ADR, Mediatek Inc, Tencent, Kokusai Electric , Technology Select Sector SPDR, Playtech Plc, Matterport and more In today’s briefing: MBK's ConnectWave Tender Offer: Details & Trading AnglesConnect Wave: Tender Offer of…Smartkarma Daily BriefsApril 29, 2024
ChinaDaily Briefs Daily Brief China: Super Hi International Holding, L’Occitane, Luckin Coffee, China Oil And Gas, West China Cement, Hansoh Pharmaceutical Group and more In today’s briefing: Super Hi International US ADS - Has Been Doing Well but Doesn’t…Smartkarma Daily BriefsMay 1, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Prosus NV, Fuyao Glass Industry Group, Trip.com, JD.com Inc (ADR), Hang Seng Index, BYD, Mao Geping Cosmetics and more In today’s briefing: L’Occitane (973 HK): Conditional VGO at HK$34L'Occitane (973 HK): Geiger's $34/Share OfferNPN…Smartkarma Daily BriefsApril 30, 2024
ChinaDaily Briefs Daily Brief China: Tencent, Gan & Lee Pharmaceuticals, China Education Group, Air China Ltd (H), China Vanke , Hygeia Healthcare Group and more In today’s briefing: Tencent/Netease: Game Approval Rotate to Netease in AprilChina Healthcare Weekly (Apr.28)-TCM Formula…Smartkarma Daily BriefsApril 29, 2024
ChinaDaily Briefs Daily Brief China: Tencent, Xiaomi Corp, China Life Insurance Co H, China Merchants Bank A and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 26 Apr 2024); Strong Net Buying on…Smartkarma Daily BriefsApril 28, 2024
ChinaDaily Briefs Daily Brief China: Eagle Nice (Intl) Hldgs, ByteDance, AGBA Group Holding and more In today’s briefing: Asian Dividend Gems: Eagle Nice International HoldingsTikTok Shop Faces Regulatory Hurdles in…Smartkarma Daily BriefsApril 27, 2024
ChinaDaily Briefs Daily Brief China: China Merchants Port, China Resources Beverage, Indika Energy and more In today’s briefing: Revisiting China Merchants Ports (144 HK)China Resources Beverage (Holdings) Pre-IPO TearsheetMorning Views…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsJapan Daily Brief Japan: Oriental Land, TSE Tokyo Price Index TOPIX and more In today’s briefing: Updated Tool (30Apr24) & "Diff File Generator" For TSE "Mgmt Conscious of…Smartkarma Daily BriefsMay 4, 2024
Daily BriefsJapan Daily Brief Japan: Daiichi Sankyo, Lasertec Corp, Sumitomo Pharma and more In today’s briefing: Daiichi Sankyo (4568 JP) – We like the Focus on Oncology but…Smartkarma Daily BriefsMay 3, 2024
Daily BriefsJapan Daily Brief Japan: West Japan Railway Co, Chilled & Frozen Logistics Holdings, TSE Tokyo Price Index TOPIX, Peptidream Inc and more In today’s briefing: JR West (9021 JP) - Shareholder Structure Means Large-Ish Buyback Could Have…Smartkarma Daily BriefsMay 2, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co, Sumitomo Chemical, Shin Etsu Chemical, Ono Pharmaceutical and more In today’s briefing: Keisei Electric Rail (9009): For Relative Value TradeSumitomo Chemical (4005): Up Is…Smartkarma Daily BriefsMay 1, 2024
Daily BriefsJapan Daily Brief Japan: Kfc Holdings Japan, Mimasu Semiconductor Industry, Toyo Suisan Kaisha, Mitsubishi Motors, Keisei Electric Railway Co, M3 Inc, Simplex Holdings and more In today’s briefing: Carlyle Reportedly To Buy KFC Japan (9873) From MitCorp (8058) - Deal…Smartkarma Daily BriefsApril 30, 2024
Daily BriefsJapan Daily Brief Japan: Sumitomo Chemical, Kokusai Electric and more In today’s briefing: Sumitomo Chemical (4005): Potential Posterchild of Japan's ResurgenceECM Weekly (29th Apr 2024)…Smartkarma Daily BriefsApril 29, 2024
Daily BriefsMacro Daily Brief Macro: Active GEM Funds: Extremes in Positioning & Momentum and more In today’s briefing: Active GEM Funds: Extremes in Positioning & MomentumUS Benign This Year: Trade…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsMacro Daily Brief Macro: Back Testing the End of Mandatory Lock-Up Periods Monthly Data in Korea and more In today’s briefing: Back Testing the End of Mandatory Lock-Up Periods Monthly Data in KoreaAsian…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsMacro Daily Brief Macro: Fund Managers Are Long Commodities Again and more In today’s briefing: Fund Managers Are Long Commodities AgainGlobal FX: A Strong Dollar Is Not…Smartkarma Daily BriefsApril 23, 2024
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Daily BriefsMacro Daily Brief Macro: Macro Overview: A Review of Recent Events Impacting Our Investment Themes and more In today’s briefing: Macro Overview: A Review of Recent Events Impacting Our Investment Themes Macro…Smartkarma Daily BriefsApril 21, 2024
Daily BriefsMacro Daily Brief Macro: The Liquidity ‘Air Pocket’: A Short Update After US Tax Filing-Week and more In today’s briefing: The Liquidity ‘Air Pocket’: A Short Update After US Tax Filing-WeekGlobal Funds…Smartkarma Daily BriefsApril 20, 2024
CryptoDaily Briefs Daily Brief Crypto: A Dive Into DeFi and more In today’s briefing: A Dive Into DeFi A Dive Into DeFiBy EtherbridgeAs technology continues to…Smartkarma Daily BriefsMay 21, 2023
CryptoDaily Briefs Daily Brief Crypto: Stablecoins: Does Trust Really Matter? and more In today’s briefing: Stablecoins: Does Trust Really Matter? Stablecoins: Does Trust Really Matter?By KaikoThe stablecoin…Smartkarma Daily BriefsMay 19, 2023
CryptoDaily Briefs Daily Brief Crypto: Market Makers Continue to Reduce Liquidity and more In today’s briefing: Market Makers Continue to Reduce Liquidity Market Makers Continue to Reduce LiquidityBy…Smartkarma Daily BriefsMay 16, 2023
CryptoDaily Briefs Daily Brief Crypto: TriCrypto: Curve’s Ace in the Hole and more In today’s briefing: TriCrypto: Curve's Ace in the Hole TriCrypto: Curve's Ace in the HoleBy…Smartkarma Daily BriefsMay 12, 2023
CryptoDaily Briefs Daily Brief Crypto: Binance Halts Withdrawals as BTC Fees Surge and more In today’s briefing: Binance Halts Withdrawals as BTC Fees Surge Binance Halts Withdrawals as BTC…Smartkarma Daily BriefsMay 10, 2023
CryptoDaily Briefs Daily Brief Crypto: The State of Crypto Derivatives and more In today’s briefing: The State of Crypto Derivatives The State of Crypto DerivativesBy KaikoDerivatives markets…Smartkarma Daily BriefsMay 5, 2023