Daily BriefsMost Read Most Read: Bangchak Corporation, Robosense Technology, Korea Stock Exchange KOSPI 200, Roland DG Corp, Tencent, Taiwan Semiconductor (TSMC) – ADR, BHP Group Ltd, Fanuc Corp, China Life Insurance Co H and more In today’s briefing: SET50 Index Rebalance Preview: Three Potential Changes in JuneHSCI Index Rebalance Preview:…Smartkarma Daily BriefsApril 28, 2024
Daily BriefsMost Read Most Read: Toyota Industries, Deep Yellow Ltd, Keisei Electric Railway Co, Asahi Intecc, Mimasu Semiconductor Industry, Anglo American, Korea Stock Exchange KOSPI 200, Eagle Nice (Intl) Hldgs, Roland DG Corp, Engie SA and more In today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownS&P/ASX Index Rebalance Preview: Potential Changes…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsMost Read Most Read: Toyota Industries, Amman Mineral Internasional, Keisei Electric Railway Co, HD Hyundai Marine Solution , Mimasu Semiconductor Industry, Robosense Technology, Asahi Intecc, Korea Stock Exchange KOSPI 200, China Merchants Port, iShares MSCI South Korea ETF and more In today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownIDX30/LQ45/IDX80 Index Rebalance: BIG Flows for…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsMost Read Most Read: APT Medical , Tesla , HD Hyundai Marine Solution , Nikon Corp, Link REIT, Horizon Robotics, Amman Mineral Internasional, Traton SE, Robosense Technology and more In today’s briefing: STAR50 Index Rebalance Preview: APT Medical Moving HigherWhy Tesla Shows Post Results…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsMost Read Most Read: J&T Global Express , Amvis Holdings Inc, Great Wall Motor, Pou Chen, Sichuan Baicha Baidao Industrial, Elite Commercial REIT, HMM Co., Ltd., Japan Post Holdings, Nidec Corp and more In today’s briefing: J&T Global Express (1519 HK): The US$9.9 Billion Lock up ExpiryUpdated TOPIX…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsMost Read Most Read: Taiwan Semiconductor (TSMC), J&T Global Express , Krafton , Great Wall Motor, Jardine Cycle & Carriage, Roland DG Corp, Seven & I Holdings, Tencent, Samsung Life Insurance and more In today’s briefing: TSMC. How To Turn Chicken Salad Into Chicken Sh*tJ&T Global Express (1519…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Roland DG (6789 JP): Taiyo Bumps as Brother (6448 JP) Now Faces a Dilemma and more In today’s briefing: Roland DG (6789 JP): Taiyo Bumps as Brother (6448 JP) Now Faces…Smartkarma Daily BriefsApril 28, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: BHP/Anglo American: A Decarbonising Solution and more In today’s briefing: BHP/Anglo American: A Decarbonising SolutionKorea Value-Up Guidelines Release Date Is Set for…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Activist Palliser Re-Engages on Keisei Electric (9009) But The Oppty Remains Unconvincing and more In today’s briefing: Activist Palliser Re-Engages on Keisei Electric (9009) But The Oppty Remains Unconvincing18yrs…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HK REITs Re-Rate On Southbound Inclusion and more In today’s briefing: HK REITs Re-Rate On Southbound InclusionIDX30/LQ45/IDX80 Index Rebalance: BIG Flows for Some…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Find Out When HMM’s Upcoming Early Redemption Requests Might Drop and more In today’s briefing: Find Out When HMM's Upcoming Early Redemption Requests Might DropTiantan (600161CH) To…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: RMB Dual Counter Trading Is Coming – This Changes AH Relationships and more In today’s briefing: RMB Dual Counter Trading Is Coming - This Changes AH RelationshipsJardine Cycle…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsECM Daily Brief ECM: Baicha Baidao IPO: The Bear Case and more In today’s briefing: Baicha Baidao IPO: The Bear Case Baicha Baidao IPO: The Bear CaseBy…Smartkarma Daily BriefsApril 13, 2024
Daily BriefsECM Daily Brief ECM: Baicha Baidao IPO: The Bull Case and more In today’s briefing: Baicha Baidao IPO: The Bull CaseBharti Hexacom IPO Trading - Strong Insti…Smartkarma Daily BriefsApril 12, 2024
Daily BriefsECM Daily Brief ECM: ICTK IPO Preview and more In today’s briefing: ICTK IPO PreviewTrial to Become 5th Biggest Supermarket Post-IPO ICTK IPO PreviewBy…Smartkarma Daily BriefsApril 11, 2024
Daily BriefsECM Daily Brief ECM: HD Hyundai Marine Solution IPO Valuation Analysis and more In today’s briefing: HD Hyundai Marine Solution IPO Valuation AnalysisWT Micro Placement - Another Well-Flagged…Smartkarma Daily BriefsApril 10, 2024
Daily BriefsECM Daily Brief ECM: Samsung Electronics Placement – Better Timing This Time Around and more In today’s briefing: Samsung Electronics Placement - Better Timing This Time AroundAnsell Placement - Undertaking…Smartkarma Daily BriefsApril 9, 2024
Daily BriefsECM Daily Brief ECM: J&T Global Express (1519 HK): The US$9.9 Billion Lock up Expiry and more In today’s briefing: J&T Global Express (1519 HK): The US$9.9 Billion Lock up ExpiryECM Weekly…Smartkarma Daily BriefsApril 8, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Asian Dividend Gems: Eagle Nice International Holdings and more In today’s briefing: Asian Dividend Gems: Eagle Nice International HoldingsPromoter Family Feud and Fund Diversion…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Revisiting China Merchants Ports (144 HK) and more In today’s briefing: Revisiting China Merchants Ports (144 HK)Yamaha (7951): Making Waves AgainIron Ore Comes…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Nikon (7731) – Beware The Bloomberg Headline But There’s Value Here and more In today’s briefing: Nikon (7731) - Beware The Bloomberg Headline But There's Value HereFanuc (6954)…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Elite Commercial REIT: Essential Assets at an Attractive Yield and more In today’s briefing: Elite Commercial REIT: Essential Assets at an Attractive YieldPasona (2168) - Tuesday,…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: BYD (1211 HK) 1Q24 Preview: No Concern for Slow Quarter and more In today’s briefing: BYD (1211 HK) 1Q24 Preview: No Concern for Slow Quarter, To Achieve…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC Just Provided Substantial Visibility into Their Long-Term Growth Estimate; ASML Adds Color and more In today’s briefing: TSMC Just Provided Substantial Visibility into Their Long-Term Growth Estimate; ASML Adds…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Roland DG Corp, Taiwan Semiconductor (TSMC) – ADR, Tencent, Xiaomi Corp and more In today’s briefing: Roland DG (6789 JP): Taiyo Bumps as Brother (6448 JP) Now Faces…Smartkarma Daily BriefsApril 28, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Roland DG Corp, Intel Corp, Land Mark Optoelectronics, Mediatek Inc, Alphabet, ByteDance, Computer Modelling, ATN International, Wex Inc and more In today’s briefing: Taiyo Pacific Overbids Brother for Roland DG (6789)Intel. Just Check Back In…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Mimasu Semiconductor Industry, SK Hynix, ASE Technology Holding , Meta Platforms (Facebook), Darktrace, Intel Corp, NextNav , Freelancer Ltd and more In today’s briefing: 18yrs Later, Shin-Etsu Chem Takes Out Sub Mimasu Semi (8155) - Cheap…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Robosense Technology, United Microelectronics Corp, Tkc Corp, iFAST, Arlo Technologies Inc, Oddity Tech and more In today’s briefing: HSCI Index Rebalance Preview: Robosense (2498 HK) Could Be Added in JuneUMC…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Horizon Robotics, Tesla and more In today’s briefing: Horizon Robotics Pre-IPO - The Positives - Rapid Revenue GrowthWhy Tesla Shows…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Krafton , Roland DG Corp, Tencent, HYBE , Taiwan Semiconductor (TSMC) – ADR, Xiaomi Corp, Policybazaar, Iridium Communications, Ebay Inc and more In today’s briefing: Krafton Placement - Stock Has Been Doing Well, Momentum Remains StrongRoland DG…Smartkarma Daily BriefsApril 23, 2024
ChinaDaily Briefs Daily Brief China: Link REIT, Robosense Technology, Luk Fook Holdings Intl, CIMC Enric Holdings, Sunho Biologics and more In today’s briefing: HK REITs Re-Rate On Southbound InclusionHSCI Index Rebalance Preview: Robosense (2498 HK)…Smartkarma Daily BriefsApril 25, 2024
ChinaDaily Briefs Daily Brief China: Anta Sports Products, Horizon Robotics, Beijing Tiantan Biological Products, Fosun Tourism, Meituan and more In today’s briefing: Anta/Li Ning/Xtep: China Sportswear 1Q24 UpdateHorizon Robotics Pre-IPO - The Positives -…Smartkarma Daily BriefsApril 24, 2024
ChinaDaily Briefs Daily Brief China: Great Wall Motor, Tencent, BYD, Xiaomi Corp, Midea Group Co Ltd A, Sichuan Baicha Baidao Industrial, Remegen and more In today’s briefing: RMB Dual Counter Trading Is Coming - This Changes AH RelationshipsHK Connect…Smartkarma Daily BriefsApril 23, 2024
ChinaDaily Briefs Daily Brief China: JD.com , Innovent Biologics Inc, Shanghai Tofflon Science A, S.F. Holding, Xunfei Healthcare Technology, CanSino Biologics and more In today’s briefing: JD.com (JD US / 9618 HK): Announced 2.8% Share Buyback In 1Q24…Smartkarma Daily BriefsApril 22, 2024
ChinaDaily Briefs Daily Brief China: China Tourism Group Duty Free, Muyuan Foodstuff Co Ltd A, Mmg Ltd and more In today’s briefing: China Tourism Group Duty Free (1880 HK): Headwinds PersistPullback Underway; Further Downside…Smartkarma Daily BriefsApril 20, 2024
ChinaDaily Briefs Daily Brief China: Perfect Medical Health, Mobvoi, KraneShares CSI China Internet ETF, Prosus NV, ENN Energy, Zhubajie Co Ltd, Pacific Basin Shipping, Nameson Holdings and more In today’s briefing: Perfect Medical: Post Card From HK, Yield of 11.5%Upcoming Mobvoi’s Debut: Downsized…Smartkarma Daily BriefsApril 19, 2024
Daily BriefsJapan Daily Brief Japan: Roland DG Corp, Nikkei 225, Keisei Electric Railway Co, TSE Tokyo Price Index TOPIX and more In today’s briefing: Roland DG (6789 JP): Taiyo Bumps as Brother (6448 JP) Now Faces…Smartkarma Daily BriefsApril 28, 2024
Daily BriefsJapan Daily Brief Japan: Roland DG Corp, Fanuc Corp, Astellas Pharma and more In today’s briefing: Taiyo Pacific Overbids Brother for Roland DG (6789)Fanuc (6954 JP): Guidance Points…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co, Mimasu Semiconductor Industry, Asahi Intecc, Yamaha Corp, CyberAgent Inc, TSE Tokyo Price Index TOPIX, Daiichi Sankyo, Frontier Management Inc and more In today’s briefing: Activist Palliser Re-Engages on Keisei Electric (9009) But The Oppty Remains Unconvincing18yrs…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsJapan Daily Brief Japan: Nikon Corp, Fanuc Corp, Advance Create, Tkc Corp and more In today’s briefing: Nikon (7731) - Beware The Bloomberg Headline But There's Value HereFanuc (6954)…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsJapan Daily Brief Japan: Pasona Group, Nidec Corp, Keisei Electric Railway Co, Lasertec Corp, Shimano Inc, Nippon Prologis Reit and more In today’s briefing: Pasona (2168) - Tuesday, Jan 23, 2024Nidec (6594) | More EV LossesGolden…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsJapan Daily Brief Japan: Roland DG Corp, Seven & I Holdings, Japan Post Holdings and more In today’s briefing: Roland DG (6789 JP): Taiyo Mulling Three Options or Is It?Investor Activism…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsMacro Daily Brief Macro: EM Gold Rush: The pressure valve amid Asian FX debasement risks? and more In today’s briefing: EM Gold Rush: The pressure valve amid Asian FX debasement risks?5 Things…Smartkarma Daily BriefsApril 19, 2024
Daily BriefsMacro Daily Brief Macro: The Rally in Gold: Clear as Day and more In today’s briefing: The Rally in Gold: Clear as DayEA Inflation Subdued Enough for the…Smartkarma Daily BriefsApril 18, 2024
Daily BriefsMacro Daily Brief Macro: Iran’s attack – Large in Size and more In today’s briefing: Iran’s attack – Large in Size, Harmless in Effect. What’s next?Inflation PreoccupationComment…Smartkarma Daily BriefsApril 17, 2024
Daily BriefsMacro Daily Brief Macro: Chinese Data Continues to Improve Incrementally and more In today’s briefing: Chinese Data Continues to Improve IncrementallyThe week at a glance: Soft CPI…Smartkarma Daily BriefsApril 16, 2024
Daily BriefsMacro Daily Brief Macro: Iron Ore Primer: Understanding The Drivers Of the Market and more In today’s briefing: Iron Ore Primer: Understanding The Drivers Of the Market, Ways To Play…Smartkarma Daily BriefsApril 15, 2024
Daily BriefsMacro Daily Brief Macro: Walker’s Weekly: Dr. Jim’s Summary of Key Global Macro Developments – 12 Apr 2024 and more In today’s briefing: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 12…Smartkarma Daily BriefsApril 13, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Lending Series #4: The Waste Land of Lending and more In today’s briefing: Crypto Lending Series #4: The Waste Land of LendingGOALS Raise $20m &…Smartkarma Daily BriefsMay 3, 2023
CryptoDaily Briefs Daily Brief Crypto: Leveraging LSDs: The Next Era of Lending and Borrowing and more In today’s briefing: Leveraging LSDs: The Next Era of Lending and Borrowing Leveraging LSDs: The…Smartkarma Daily BriefsApril 28, 2023
CryptoDaily Briefs Daily Brief Crypto: Coinbase Targets Offshore Amid Falling Volumes and more In today’s briefing: Coinbase Targets Offshore Amid Falling Volumes Coinbase Targets Offshore Amid Falling VolumesBy…Smartkarma Daily BriefsApril 25, 2023
CryptoDaily Briefs Daily Brief Crypto: The Binance Effect and more In today’s briefing: The Binance Effect The Binance EffectBy KaikoThe events of the last few…Smartkarma Daily BriefsApril 21, 2023
CryptoDaily Briefs Daily Brief Crypto: ETH’s Big Post-Shapella Rally and more In today’s briefing: ETH's Big Post-Shapella Rally ETH's Big Post-Shapella RallyBy KaikoLast week, the Shapella…Smartkarma Daily BriefsApril 18, 2023
CryptoDaily Briefs Daily Brief Crypto: The New Frontier and more In today’s briefing: The New Frontier The New FrontierBy EtherbridgeThe true emerging market of our…Smartkarma Daily BriefsApril 17, 2023
Daily BriefsMost Read Most Read: Bangchak Corporation, Robosense Technology, Korea Stock Exchange KOSPI 200, Roland DG Corp, Tencent, Taiwan Semiconductor (TSMC) – ADR, BHP Group Ltd, Fanuc Corp, China Life Insurance Co H and more In today’s briefing: SET50 Index Rebalance Preview: Three Potential Changes in JuneHSCI Index Rebalance Preview:…Smartkarma Daily BriefsApril 28, 2024
Daily BriefsMost Read Most Read: Toyota Industries, Deep Yellow Ltd, Keisei Electric Railway Co, Asahi Intecc, Mimasu Semiconductor Industry, Anglo American, Korea Stock Exchange KOSPI 200, Eagle Nice (Intl) Hldgs, Roland DG Corp, Engie SA and more In today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownS&P/ASX Index Rebalance Preview: Potential Changes…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsMost Read Most Read: Toyota Industries, Amman Mineral Internasional, Keisei Electric Railway Co, HD Hyundai Marine Solution , Mimasu Semiconductor Industry, Robosense Technology, Asahi Intecc, Korea Stock Exchange KOSPI 200, China Merchants Port, iShares MSCI South Korea ETF and more In today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownIDX30/LQ45/IDX80 Index Rebalance: BIG Flows for…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsMost Read Most Read: APT Medical , Tesla , HD Hyundai Marine Solution , Nikon Corp, Link REIT, Horizon Robotics, Amman Mineral Internasional, Traton SE, Robosense Technology and more In today’s briefing: STAR50 Index Rebalance Preview: APT Medical Moving HigherWhy Tesla Shows Post Results…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsMost Read Most Read: J&T Global Express , Amvis Holdings Inc, Great Wall Motor, Pou Chen, Sichuan Baicha Baidao Industrial, Elite Commercial REIT, HMM Co., Ltd., Japan Post Holdings, Nidec Corp and more In today’s briefing: J&T Global Express (1519 HK): The US$9.9 Billion Lock up ExpiryUpdated TOPIX…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsMost Read Most Read: Taiwan Semiconductor (TSMC), J&T Global Express , Krafton , Great Wall Motor, Jardine Cycle & Carriage, Roland DG Corp, Seven & I Holdings, Tencent, Samsung Life Insurance and more In today’s briefing: TSMC. How To Turn Chicken Salad Into Chicken Sh*tJ&T Global Express (1519…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Roland DG (6789 JP): Taiyo Bumps as Brother (6448 JP) Now Faces a Dilemma and more In today’s briefing: Roland DG (6789 JP): Taiyo Bumps as Brother (6448 JP) Now Faces…Smartkarma Daily BriefsApril 28, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: BHP/Anglo American: A Decarbonising Solution and more In today’s briefing: BHP/Anglo American: A Decarbonising SolutionKorea Value-Up Guidelines Release Date Is Set for…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Activist Palliser Re-Engages on Keisei Electric (9009) But The Oppty Remains Unconvincing and more In today’s briefing: Activist Palliser Re-Engages on Keisei Electric (9009) But The Oppty Remains Unconvincing18yrs…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HK REITs Re-Rate On Southbound Inclusion and more In today’s briefing: HK REITs Re-Rate On Southbound InclusionIDX30/LQ45/IDX80 Index Rebalance: BIG Flows for Some…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Find Out When HMM’s Upcoming Early Redemption Requests Might Drop and more In today’s briefing: Find Out When HMM's Upcoming Early Redemption Requests Might DropTiantan (600161CH) To…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: RMB Dual Counter Trading Is Coming – This Changes AH Relationships and more In today’s briefing: RMB Dual Counter Trading Is Coming - This Changes AH RelationshipsJardine Cycle…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsECM Daily Brief ECM: Baicha Baidao IPO: The Bear Case and more In today’s briefing: Baicha Baidao IPO: The Bear Case Baicha Baidao IPO: The Bear CaseBy…Smartkarma Daily BriefsApril 13, 2024
Daily BriefsECM Daily Brief ECM: Baicha Baidao IPO: The Bull Case and more In today’s briefing: Baicha Baidao IPO: The Bull CaseBharti Hexacom IPO Trading - Strong Insti…Smartkarma Daily BriefsApril 12, 2024
Daily BriefsECM Daily Brief ECM: ICTK IPO Preview and more In today’s briefing: ICTK IPO PreviewTrial to Become 5th Biggest Supermarket Post-IPO ICTK IPO PreviewBy…Smartkarma Daily BriefsApril 11, 2024
Daily BriefsECM Daily Brief ECM: HD Hyundai Marine Solution IPO Valuation Analysis and more In today’s briefing: HD Hyundai Marine Solution IPO Valuation AnalysisWT Micro Placement - Another Well-Flagged…Smartkarma Daily BriefsApril 10, 2024
Daily BriefsECM Daily Brief ECM: Samsung Electronics Placement – Better Timing This Time Around and more In today’s briefing: Samsung Electronics Placement - Better Timing This Time AroundAnsell Placement - Undertaking…Smartkarma Daily BriefsApril 9, 2024
Daily BriefsECM Daily Brief ECM: J&T Global Express (1519 HK): The US$9.9 Billion Lock up Expiry and more In today’s briefing: J&T Global Express (1519 HK): The US$9.9 Billion Lock up ExpiryECM Weekly…Smartkarma Daily BriefsApril 8, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Asian Dividend Gems: Eagle Nice International Holdings and more In today’s briefing: Asian Dividend Gems: Eagle Nice International HoldingsPromoter Family Feud and Fund Diversion…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Revisiting China Merchants Ports (144 HK) and more In today’s briefing: Revisiting China Merchants Ports (144 HK)Yamaha (7951): Making Waves AgainIron Ore Comes…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Nikon (7731) – Beware The Bloomberg Headline But There’s Value Here and more In today’s briefing: Nikon (7731) - Beware The Bloomberg Headline But There's Value HereFanuc (6954)…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Elite Commercial REIT: Essential Assets at an Attractive Yield and more In today’s briefing: Elite Commercial REIT: Essential Assets at an Attractive YieldPasona (2168) - Tuesday,…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: BYD (1211 HK) 1Q24 Preview: No Concern for Slow Quarter and more In today’s briefing: BYD (1211 HK) 1Q24 Preview: No Concern for Slow Quarter, To Achieve…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC Just Provided Substantial Visibility into Their Long-Term Growth Estimate; ASML Adds Color and more In today’s briefing: TSMC Just Provided Substantial Visibility into Their Long-Term Growth Estimate; ASML Adds…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Roland DG Corp, Taiwan Semiconductor (TSMC) – ADR, Tencent, Xiaomi Corp and more In today’s briefing: Roland DG (6789 JP): Taiyo Bumps as Brother (6448 JP) Now Faces…Smartkarma Daily BriefsApril 28, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Roland DG Corp, Intel Corp, Land Mark Optoelectronics, Mediatek Inc, Alphabet, ByteDance, Computer Modelling, ATN International, Wex Inc and more In today’s briefing: Taiyo Pacific Overbids Brother for Roland DG (6789)Intel. Just Check Back In…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Mimasu Semiconductor Industry, SK Hynix, ASE Technology Holding , Meta Platforms (Facebook), Darktrace, Intel Corp, NextNav , Freelancer Ltd and more In today’s briefing: 18yrs Later, Shin-Etsu Chem Takes Out Sub Mimasu Semi (8155) - Cheap…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Robosense Technology, United Microelectronics Corp, Tkc Corp, iFAST, Arlo Technologies Inc, Oddity Tech and more In today’s briefing: HSCI Index Rebalance Preview: Robosense (2498 HK) Could Be Added in JuneUMC…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Horizon Robotics, Tesla and more In today’s briefing: Horizon Robotics Pre-IPO - The Positives - Rapid Revenue GrowthWhy Tesla Shows…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Krafton , Roland DG Corp, Tencent, HYBE , Taiwan Semiconductor (TSMC) – ADR, Xiaomi Corp, Policybazaar, Iridium Communications, Ebay Inc and more In today’s briefing: Krafton Placement - Stock Has Been Doing Well, Momentum Remains StrongRoland DG…Smartkarma Daily BriefsApril 23, 2024
ChinaDaily Briefs Daily Brief China: Link REIT, Robosense Technology, Luk Fook Holdings Intl, CIMC Enric Holdings, Sunho Biologics and more In today’s briefing: HK REITs Re-Rate On Southbound InclusionHSCI Index Rebalance Preview: Robosense (2498 HK)…Smartkarma Daily BriefsApril 25, 2024
ChinaDaily Briefs Daily Brief China: Anta Sports Products, Horizon Robotics, Beijing Tiantan Biological Products, Fosun Tourism, Meituan and more In today’s briefing: Anta/Li Ning/Xtep: China Sportswear 1Q24 UpdateHorizon Robotics Pre-IPO - The Positives -…Smartkarma Daily BriefsApril 24, 2024
ChinaDaily Briefs Daily Brief China: Great Wall Motor, Tencent, BYD, Xiaomi Corp, Midea Group Co Ltd A, Sichuan Baicha Baidao Industrial, Remegen and more In today’s briefing: RMB Dual Counter Trading Is Coming - This Changes AH RelationshipsHK Connect…Smartkarma Daily BriefsApril 23, 2024
ChinaDaily Briefs Daily Brief China: JD.com , Innovent Biologics Inc, Shanghai Tofflon Science A, S.F. Holding, Xunfei Healthcare Technology, CanSino Biologics and more In today’s briefing: JD.com (JD US / 9618 HK): Announced 2.8% Share Buyback In 1Q24…Smartkarma Daily BriefsApril 22, 2024
ChinaDaily Briefs Daily Brief China: China Tourism Group Duty Free, Muyuan Foodstuff Co Ltd A, Mmg Ltd and more In today’s briefing: China Tourism Group Duty Free (1880 HK): Headwinds PersistPullback Underway; Further Downside…Smartkarma Daily BriefsApril 20, 2024
ChinaDaily Briefs Daily Brief China: Perfect Medical Health, Mobvoi, KraneShares CSI China Internet ETF, Prosus NV, ENN Energy, Zhubajie Co Ltd, Pacific Basin Shipping, Nameson Holdings and more In today’s briefing: Perfect Medical: Post Card From HK, Yield of 11.5%Upcoming Mobvoi’s Debut: Downsized…Smartkarma Daily BriefsApril 19, 2024
Daily BriefsJapan Daily Brief Japan: Roland DG Corp, Nikkei 225, Keisei Electric Railway Co, TSE Tokyo Price Index TOPIX and more In today’s briefing: Roland DG (6789 JP): Taiyo Bumps as Brother (6448 JP) Now Faces…Smartkarma Daily BriefsApril 28, 2024
Daily BriefsJapan Daily Brief Japan: Roland DG Corp, Fanuc Corp, Astellas Pharma and more In today’s briefing: Taiyo Pacific Overbids Brother for Roland DG (6789)Fanuc (6954 JP): Guidance Points…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co, Mimasu Semiconductor Industry, Asahi Intecc, Yamaha Corp, CyberAgent Inc, TSE Tokyo Price Index TOPIX, Daiichi Sankyo, Frontier Management Inc and more In today’s briefing: Activist Palliser Re-Engages on Keisei Electric (9009) But The Oppty Remains Unconvincing18yrs…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsJapan Daily Brief Japan: Nikon Corp, Fanuc Corp, Advance Create, Tkc Corp and more In today’s briefing: Nikon (7731) - Beware The Bloomberg Headline But There's Value HereFanuc (6954)…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsJapan Daily Brief Japan: Pasona Group, Nidec Corp, Keisei Electric Railway Co, Lasertec Corp, Shimano Inc, Nippon Prologis Reit and more In today’s briefing: Pasona (2168) - Tuesday, Jan 23, 2024Nidec (6594) | More EV LossesGolden…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsJapan Daily Brief Japan: Roland DG Corp, Seven & I Holdings, Japan Post Holdings and more In today’s briefing: Roland DG (6789 JP): Taiyo Mulling Three Options or Is It?Investor Activism…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsMacro Daily Brief Macro: EM Gold Rush: The pressure valve amid Asian FX debasement risks? and more In today’s briefing: EM Gold Rush: The pressure valve amid Asian FX debasement risks?5 Things…Smartkarma Daily BriefsApril 19, 2024
Daily BriefsMacro Daily Brief Macro: The Rally in Gold: Clear as Day and more In today’s briefing: The Rally in Gold: Clear as DayEA Inflation Subdued Enough for the…Smartkarma Daily BriefsApril 18, 2024
Daily BriefsMacro Daily Brief Macro: Iran’s attack – Large in Size and more In today’s briefing: Iran’s attack – Large in Size, Harmless in Effect. What’s next?Inflation PreoccupationComment…Smartkarma Daily BriefsApril 17, 2024
Daily BriefsMacro Daily Brief Macro: Chinese Data Continues to Improve Incrementally and more In today’s briefing: Chinese Data Continues to Improve IncrementallyThe week at a glance: Soft CPI…Smartkarma Daily BriefsApril 16, 2024
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Daily BriefsMacro Daily Brief Macro: Walker’s Weekly: Dr. Jim’s Summary of Key Global Macro Developments – 12 Apr 2024 and more In today’s briefing: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 12…Smartkarma Daily BriefsApril 13, 2024
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