Daily BriefsMost Read Most Read: Kokusai Electric , Taiwan Semiconductor (TSMC), Korea Stock Exchange Kospi Index, Shinko Electric Industries, Pasona Group, Taiwan Semiconductor (TSMC) – ADR, JD.com , NIFTY Index and more In today’s briefing: Kokusai Elec (6525) - The Much-Anticipated Lockup ExpiryTSMC. How To Turn Chicken…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsMost Read Most Read: Zijin Mining Group Co Ltd H, Shenyang Xingqi Pharmaceutical, Taiwan Semiconductor (TSMC), Azure Minerals, TDCX, KKR & Co, Doosan Robotics , Lynas Corp Ltd, Hollysys Automation Technologies and more In today’s briefing: HSCEI Index Rebalance Preview: One Change or Two in June?ChiNext/ChiNext50 Index Rebalance…Smartkarma Daily BriefsApril 21, 2024
Daily BriefsMost Read Most Read: Bank of Communications , Taiwan Semiconductor (TSMC), Hanmi Science, Shinko Electric Industries, Inageya Co Ltd, Hollysys Automation Technologies, KKR & Co, Doosan Robotics , HD Hyundai Marine Solution and more In today’s briefing: SSE50 Index Rebalance Preview: 5 Changes and US$2.7bn Round-Trip TradeShinko Electric (6967)…Smartkarma Daily BriefsApril 20, 2024
Daily BriefsMost Read Most Read: Shinko Electric Industries, JSR Corp, Celltrion Inc, Perfect Medical Health, Shenyang Xingqi Pharmaceutical, Azure Minerals, Taiwan Semiconductor (TSMC), Inageya Co Ltd, Softbank Group and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk UpdateJSR (4185) - Deal Done, Now…Smartkarma Daily BriefsApril 19, 2024
Daily BriefsMost Read Most Read: Kokusai Electric , Shinko Electric Industries, JSR Corp, Hang Lung Properties, J&T Global Express , Lynas Corp Ltd, Shenyang Xingqi Pharmaceutical, Hollysys Automation Technologies and more In today’s briefing: Kokusai Elec (6525) - The Much-Anticipated Lockup ExpiryShinko Electric (6967) - Break/Gap…Smartkarma Daily BriefsApril 18, 2024
Daily BriefsMost Read Most Read: Pasona Group, Kokusai Electric , Sichuan Baicha Baidao Industrial, Fuji Oil Co Ltd, HPSP, Hollysys Automation Technologies, Belle Fashion Group, Megastudyedu Co, Ltd. and more In today’s briefing: Pasona (2168 JP) Special Div - Too Small to MatterKokusai Elec (6525)…Smartkarma Daily BriefsApril 17, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Significant Developments Emerged Today for Korea’s Value-Up and more In today’s briefing: Significant Developments Emerged Today for Korea's Value-UpMerger Arb Mondays (22 Apr) -…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: Lynas and more In today’s briefing: (Mostly) Asia-Pac M&A: Lynas, Tietto Minerals, JSR, Shinko Electric, TDCXWeekly Deals Digest…Smartkarma Daily BriefsApril 21, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Quiddity Leaderboard S&P 500 June 2024 – Minimal Changes Expected but Intrareview Changes Possible and more In today’s briefing: Quiddity Leaderboard S&P 500 June 2024 - Minimal Changes Expected but Intrareview…Smartkarma Daily BriefsApril 20, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Azure Min’s (AZS AU)’s “Boost” As Gina Ups Stake in Lynas and more In today’s briefing: Azure Min's (AZS AU)'s "Boost" As Gina Ups Stake in LynasShinko Electric…Smartkarma Daily BriefsApril 19, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Shinko Electric (6967) – Break/Gap Risk Update and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk UpdateJSR (4185) - Deal Done, Now…Smartkarma Daily BriefsApril 18, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Idemitsu (5019): First SumiChem’s and more In today’s briefing: Idemitsu (5019): First SumiChem's, Now JERA's Stake in Fuji Oil (5017) To…Smartkarma Daily BriefsApril 17, 2024
Daily BriefsECM Daily Brief ECM: Weekly Deals Digest (07 Apr) – Kokusai Electric and more In today’s briefing: Weekly Deals Digest (07 Apr) - Kokusai Electric, HD Hyundai Marine, Langham,…Smartkarma Daily BriefsApril 7, 2024
Daily BriefsECM Daily Brief ECM: HD Hyundai Marine Solution IPO – Thoughts on Valuation and more In today’s briefing: HD Hyundai Marine Solution IPO - Thoughts on ValuationCrizac Pre-IPO TearsheetZongmu Technology…Smartkarma Daily BriefsApril 5, 2024
Daily BriefsECM Daily Brief ECM: Kokusai Electric (6525 JP): The US$4.8 Billion Lock up Expiry and more In today’s briefing: Kokusai Electric (6525 JP): The US$4.8 Billion Lock up ExpiryHD Hyundai Marine…Smartkarma Daily BriefsApril 4, 2024
Daily BriefsECM Daily Brief ECM: HD Hyundai Marine Solutions IPO: Valuation Insights and more In today’s briefing: HD Hyundai Marine Solutions IPO: Valuation InsightsHorizon Robotics Pre-IPO Tearsheet HD Hyundai…Smartkarma Daily BriefsApril 3, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (1st Apr 2024) – Shinhan and more In today’s briefing: ECM Weekly (1st Apr 2024) - Shinhan, GlobalWafers, Mankind, Hyundai Marine, Bharti…Smartkarma Daily BriefsApril 2, 2024
Daily BriefsECM Daily Brief ECM: HD Hyundai Marine Solutions IPO: The Investment Case and more In today’s briefing: HD Hyundai Marine Solutions IPO: The Investment Case HD Hyundai Marine Solutions…Smartkarma Daily BriefsApril 1, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC. How To Turn Chicken Salad Into Chicken Sh*t and more In today’s briefing: TSMC. How To Turn Chicken Salad Into Chicken Sh*tMarksans Pharma- Forensic AnalysisMedikaloka…Smartkarma Daily BriefsApril 21, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: ASML. Maintaining 2024 Guidance Despite Sharp Decline In New Bookings and more In today’s briefing: ASML. Maintaining 2024 Guidance Despite Sharp Decline In New BookingsChina Tourism Group…Smartkarma Daily BriefsApril 20, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Perfect Medical: Post Card From HK and more In today’s briefing: Perfect Medical: Post Card From HK, Yield of 11.5%What Is TSMC Telling…Smartkarma Daily BriefsApril 19, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: 8802 Mitsubishi Estate – Another Play on Japan RE and Office – Chase the Rally and more In today’s briefing: 8802 Mitsubishi Estate - Another Play on Japan RE and Office -…Smartkarma Daily BriefsApril 18, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Tech Weekly: Apple Suppliers Slump on IPhone; PC Volumes Back to Growth; TSMC & ASML Results and more In today’s briefing: Taiwan Tech Weekly: Apple Suppliers Slump on IPhone; PC Volumes Back to…Smartkarma Daily BriefsApril 17, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Rorze (6323) | Outperforming Expectations Despite 200% Share Price Rally and more In today’s briefing: Rorze (6323) | Outperforming Expectations Despite 200% Share Price RallyNongfu Spring (9633…Smartkarma Daily BriefsApril 16, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Taiwan Semiconductor (TSMC) – ADR, Kokusai Electric , Shift Inc and more In today’s briefing: Merger Arb Mondays (22 Apr) - Shinko, Inageya, C&F Logistics, Hollysys, Azure,…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), Hollysys Automation Technologies and more In today’s briefing: TSMC. How To Turn Chicken Salad Into Chicken Sh*tWeekly Deals Digest (21…Smartkarma Daily BriefsApril 21, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: ASML Holding NV, Braze Inc, Arrow Electronics, Teradata Corp, Varonis Systems, Acal PLC, Workiva Inc, Frontier Communications Parent, Iridium Communications, Kyndryl Holdings and more In today’s briefing: ASML. Maintaining 2024 Guidance Despite Sharp Decline In New BookingsBraze Inc.: First-Party…Smartkarma Daily BriefsApril 20, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), Shinko Electric Industries, Softbank Group, Mobvoi, Prosus NV, PAR Technology , Immersion Corporation, Wix.Com Ltd, Zhubajie Co Ltd and more In today’s briefing: What Is TSMC Telling Us About Semi Supply Chain Stories at Its…Smartkarma Daily BriefsApril 19, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Hollysys Automation Technologies, Codan, Nexon, Cloudchain, Lumen Technologies, Pegasystems Inc, SolarEdge Technologies , Next 15 Group , Paychex Inc and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk UpdateHollysys (HOLI US): This Is A…Smartkarma Daily BriefsApril 18, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Kokusai Electric , HPSP, Hollysys Automation Technologies, Wipro Ltd, Taiwan Semiconductor (TSMC) – ADR, Megastudyedu Co, Ltd., Cainiao Smart Logistics Network, Novatek Microelectronics Corp, DXC Technology Co, IAC and more In today’s briefing: Kokusai Elec (6525) - The Much-Anticipated Lockup ExpiryMarket Chats About What Really…Smartkarma Daily BriefsApril 17, 2024
ChinaDaily Briefs Daily Brief China: Hang Lung Properties, Shenyang Xingqi Pharmaceutical, Miniso, Cloudchain, Belle Fashion Group, Mao Geping Cosmetics, Longfor Properties and more In today’s briefing: Hang Lung Group: Thoughts On HLP's Scrip DividendHang Lung Properties (101 HK):…Smartkarma Daily BriefsApril 18, 2024
ChinaDaily Briefs Daily Brief China: Belle Fashion Group, Contemporary Amperex Technology (CATL), Cainiao Smart Logistics Network, J&T Global Express , Lonking Holdings, Akeso Biopharma Inc, Hang Seng Index, BenQ BM Holding Cayman Corp., Cloudchain and more In today’s briefing: Belle Fashion IPO: The Investment CaseContemporary Amperex Technology (300750 CH) 1Q24 Better…Smartkarma Daily BriefsApril 17, 2024
ChinaDaily Briefs Daily Brief China: Sichuan Baicha Baidao Industrial, Nongfu Spring , Horizon Robotics, Activision Blizzard, J&T Global Express , Travelsky Technology Ltd H, Innovent Biologics Inc and more In today’s briefing: Baicha Baidao (2555 HK) IPO: Valuation InsightsNongfu Spring (9633 HK): Criticism Not…Smartkarma Daily BriefsApril 16, 2024
ChinaDaily Briefs Daily Brief China: Water Oasis, SHEIN, Guangzhou Automobile Group, Sichuan Baicha Baidao Industrial, BOE Technology Group , CanSino Biologics , Orient Overseas International, Sa Sa International Hldgs, Shanghai Shyndec Pharmaceutical and more In today’s briefing: Water Oasis (1161 HK)Postage Fraud Case Update: Guilty Plea, Asset Forfeiture, &…Smartkarma Daily BriefsApril 15, 2024
ChinaDaily Briefs Daily Brief China: Golden Throat Holdings, L’Occitane and more In today’s briefing: Asian Dividend Gems: Golden Throat HoldingsWeekly Deals Digest (14 Apr) - L'Occitane,…Smartkarma Daily BriefsApril 14, 2024
ChinaDaily Briefs Daily Brief China: CGN New Energy Holdings, Sichuan Baicha Baidao Industrial, Sinopharm Group Co Ltd H, Cosco Shipping Energy Transportation Co. Ltd. (H) and more In today’s briefing: CGN New Energy (1811 HK): Takeover RumoursBaicha Baidao IPO: The Bear CaseSinopharm…Smartkarma Daily BriefsApril 13, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, Kokusai Electric , Silver, Shift Inc, TSE Tokyo Price Index TOPIX and more In today’s briefing: Merger Arb Mondays (22 Apr) - Shinko, Inageya, C&F Logistics, Hollysys, Azure,…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsJapan Daily Brief Japan: Pasona Group, Japan Hotel Reit Investment and more In today’s briefing: Last Week in Event SPACE: Pasona/Benefit One, Hang Lung Properties, Hollysys, Azure…Smartkarma Daily BriefsApril 21, 2024
Daily BriefsJapan Daily Brief Japan: Mizuho Financial Group, TSE Tokyo Price Index TOPIX, Kondotec Inc and more In today’s briefing: Potential Domestic Rate Hike Impacts Highlighted in the BoJ’s Latest Financial System…Smartkarma Daily BriefsApril 20, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, Inageya Co Ltd, Softbank Group and more In today’s briefing: Shinko Electric (6967 JP): Widening Spread Is an OpportunityInageya (8182 JP): Share…Smartkarma Daily BriefsApril 19, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, JSR Corp, TSE Tokyo Price Index TOPIX, Mitsubishi Estate, Nexon and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk UpdateJSR (4185) - Deal Done, Now…Smartkarma Daily BriefsApril 18, 2024
Daily BriefsJapan Daily Brief Japan: Kokusai Electric , Fuji Oil Co Ltd, Nidec Corp, Nitori Holdings, JPY, JTEC Corp/Osaka and more In today’s briefing: Kokusai Elec (6525) - The Much-Anticipated Lockup ExpiryIdemitsu (5019): First SumiChem's, Now…Smartkarma Daily BriefsApril 17, 2024
Daily BriefsMacro Daily Brief Macro: EIA Lifts Price Forecast on Higher Oil Consumption Plus Tighter Supply and more In today’s briefing: EIA Lifts Price Forecast on Higher Oil Consumption Plus Tighter SupplyIndonesia Economics:…Smartkarma Daily BriefsApril 12, 2024
Daily BriefsMacro Daily Brief Macro: Will Copper Shine Brighter than Gold? and more In today’s briefing: Will Copper Shine Brighter than Gold?Despite Record Crushing Ascent, Japanese Stocks Remain…Smartkarma Daily BriefsApril 11, 2024
Daily BriefsMacro Daily Brief Macro: Israel-Iran War Coming? and more In today’s briefing: Israel-Iran War Coming?Introduction: Initiation of Coverage in the Materials SectorPositioning Watch –…Smartkarma Daily BriefsApril 10, 2024
Daily BriefsMacro Daily Brief Macro: Technically Speaking: The Early Bird Gets the Worm and more In today’s briefing: Technically Speaking: The Early Bird Gets the Worm, China Retail Buys Hong…Smartkarma Daily BriefsApril 9, 2024
Daily BriefsMacro Daily Brief Macro: Yen Weakness Not Solely Due to Bank of Japan as Corporates Play a Critical Role and more In today’s briefing: Yen Weakness Not Solely Due to Bank of Japan as Corporates Play…Smartkarma Daily BriefsApril 8, 2024
Daily BriefsMacro Daily Brief Macro: Out of the Box: 6 Reasons the Fed Will Be Hiking Rates in 2024 and more In today’s briefing: Out of the Box: 6 Reasons the Fed Will Be Hiking Rates…Smartkarma Daily BriefsApril 7, 2024
CryptoDaily Briefs Daily Brief Crypto: Lifting the Veil on Centralized Exchanges and more In today’s briefing: Lifting the Veil on Centralized Exchanges Lifting the Veil on Centralized ExchangesBy…Smartkarma Daily BriefsApril 14, 2023
CryptoDaily Briefs Daily Brief Crypto: Q1 Liquidity Ranking for Crypto Assets and more In today’s briefing: Q1 Liquidity Ranking for Crypto Assets Q1 Liquidity Ranking for Crypto AssetsBy…Smartkarma Daily BriefsApril 7, 2023
CryptoDaily Briefs Daily Brief Crypto: Binance Market Share Tumbles 16% and more In today’s briefing: Binance Market Share Tumbles 16%Ticketmaster Debut NFT-Gated Tickets Binance Market Share Tumbles…Smartkarma Daily BriefsApril 4, 2023
CryptoDaily Briefs Daily Brief Crypto: CFTC V. Binance: The Data Behind the Suit and more In today’s briefing: CFTC V. Binance: The Data Behind the Suit CFTC V. Binance: The…Smartkarma Daily BriefsMarch 31, 2023
CryptoDaily Briefs Daily Brief Crypto: Athlete-Direct-to-Fan: The Future or FAD? and more In today’s briefing: Athlete-Direct-to-Fan: The Future or FAD?Binance Volume Plummets After End of Zero-Fee Trading…Smartkarma Daily BriefsMarch 28, 2023
CryptoDaily Briefs Daily Brief Crypto: The State of Liquidity in Crypto Markets and more In today’s briefing: The State of Liquidity in Crypto Markets The State of Liquidity in…Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsMost Read Most Read: Kokusai Electric , Taiwan Semiconductor (TSMC), Korea Stock Exchange Kospi Index, Shinko Electric Industries, Pasona Group, Taiwan Semiconductor (TSMC) – ADR, JD.com , NIFTY Index and more In today’s briefing: Kokusai Elec (6525) - The Much-Anticipated Lockup ExpiryTSMC. How To Turn Chicken…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsMost Read Most Read: Zijin Mining Group Co Ltd H, Shenyang Xingqi Pharmaceutical, Taiwan Semiconductor (TSMC), Azure Minerals, TDCX, KKR & Co, Doosan Robotics , Lynas Corp Ltd, Hollysys Automation Technologies and more In today’s briefing: HSCEI Index Rebalance Preview: One Change or Two in June?ChiNext/ChiNext50 Index Rebalance…Smartkarma Daily BriefsApril 21, 2024
Daily BriefsMost Read Most Read: Bank of Communications , Taiwan Semiconductor (TSMC), Hanmi Science, Shinko Electric Industries, Inageya Co Ltd, Hollysys Automation Technologies, KKR & Co, Doosan Robotics , HD Hyundai Marine Solution and more In today’s briefing: SSE50 Index Rebalance Preview: 5 Changes and US$2.7bn Round-Trip TradeShinko Electric (6967)…Smartkarma Daily BriefsApril 20, 2024
Daily BriefsMost Read Most Read: Shinko Electric Industries, JSR Corp, Celltrion Inc, Perfect Medical Health, Shenyang Xingqi Pharmaceutical, Azure Minerals, Taiwan Semiconductor (TSMC), Inageya Co Ltd, Softbank Group and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk UpdateJSR (4185) - Deal Done, Now…Smartkarma Daily BriefsApril 19, 2024
Daily BriefsMost Read Most Read: Kokusai Electric , Shinko Electric Industries, JSR Corp, Hang Lung Properties, J&T Global Express , Lynas Corp Ltd, Shenyang Xingqi Pharmaceutical, Hollysys Automation Technologies and more In today’s briefing: Kokusai Elec (6525) - The Much-Anticipated Lockup ExpiryShinko Electric (6967) - Break/Gap…Smartkarma Daily BriefsApril 18, 2024
Daily BriefsMost Read Most Read: Pasona Group, Kokusai Electric , Sichuan Baicha Baidao Industrial, Fuji Oil Co Ltd, HPSP, Hollysys Automation Technologies, Belle Fashion Group, Megastudyedu Co, Ltd. and more In today’s briefing: Pasona (2168 JP) Special Div - Too Small to MatterKokusai Elec (6525)…Smartkarma Daily BriefsApril 17, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Significant Developments Emerged Today for Korea’s Value-Up and more In today’s briefing: Significant Developments Emerged Today for Korea's Value-UpMerger Arb Mondays (22 Apr) -…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: Lynas and more In today’s briefing: (Mostly) Asia-Pac M&A: Lynas, Tietto Minerals, JSR, Shinko Electric, TDCXWeekly Deals Digest…Smartkarma Daily BriefsApril 21, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Quiddity Leaderboard S&P 500 June 2024 – Minimal Changes Expected but Intrareview Changes Possible and more In today’s briefing: Quiddity Leaderboard S&P 500 June 2024 - Minimal Changes Expected but Intrareview…Smartkarma Daily BriefsApril 20, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Azure Min’s (AZS AU)’s “Boost” As Gina Ups Stake in Lynas and more In today’s briefing: Azure Min's (AZS AU)'s "Boost" As Gina Ups Stake in LynasShinko Electric…Smartkarma Daily BriefsApril 19, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Shinko Electric (6967) – Break/Gap Risk Update and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk UpdateJSR (4185) - Deal Done, Now…Smartkarma Daily BriefsApril 18, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Idemitsu (5019): First SumiChem’s and more In today’s briefing: Idemitsu (5019): First SumiChem's, Now JERA's Stake in Fuji Oil (5017) To…Smartkarma Daily BriefsApril 17, 2024
Daily BriefsECM Daily Brief ECM: Weekly Deals Digest (07 Apr) – Kokusai Electric and more In today’s briefing: Weekly Deals Digest (07 Apr) - Kokusai Electric, HD Hyundai Marine, Langham,…Smartkarma Daily BriefsApril 7, 2024
Daily BriefsECM Daily Brief ECM: HD Hyundai Marine Solution IPO – Thoughts on Valuation and more In today’s briefing: HD Hyundai Marine Solution IPO - Thoughts on ValuationCrizac Pre-IPO TearsheetZongmu Technology…Smartkarma Daily BriefsApril 5, 2024
Daily BriefsECM Daily Brief ECM: Kokusai Electric (6525 JP): The US$4.8 Billion Lock up Expiry and more In today’s briefing: Kokusai Electric (6525 JP): The US$4.8 Billion Lock up ExpiryHD Hyundai Marine…Smartkarma Daily BriefsApril 4, 2024
Daily BriefsECM Daily Brief ECM: HD Hyundai Marine Solutions IPO: Valuation Insights and more In today’s briefing: HD Hyundai Marine Solutions IPO: Valuation InsightsHorizon Robotics Pre-IPO Tearsheet HD Hyundai…Smartkarma Daily BriefsApril 3, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (1st Apr 2024) – Shinhan and more In today’s briefing: ECM Weekly (1st Apr 2024) - Shinhan, GlobalWafers, Mankind, Hyundai Marine, Bharti…Smartkarma Daily BriefsApril 2, 2024
Daily BriefsECM Daily Brief ECM: HD Hyundai Marine Solutions IPO: The Investment Case and more In today’s briefing: HD Hyundai Marine Solutions IPO: The Investment Case HD Hyundai Marine Solutions…Smartkarma Daily BriefsApril 1, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC. How To Turn Chicken Salad Into Chicken Sh*t and more In today’s briefing: TSMC. How To Turn Chicken Salad Into Chicken Sh*tMarksans Pharma- Forensic AnalysisMedikaloka…Smartkarma Daily BriefsApril 21, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: ASML. Maintaining 2024 Guidance Despite Sharp Decline In New Bookings and more In today’s briefing: ASML. Maintaining 2024 Guidance Despite Sharp Decline In New BookingsChina Tourism Group…Smartkarma Daily BriefsApril 20, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Perfect Medical: Post Card From HK and more In today’s briefing: Perfect Medical: Post Card From HK, Yield of 11.5%What Is TSMC Telling…Smartkarma Daily BriefsApril 19, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: 8802 Mitsubishi Estate – Another Play on Japan RE and Office – Chase the Rally and more In today’s briefing: 8802 Mitsubishi Estate - Another Play on Japan RE and Office -…Smartkarma Daily BriefsApril 18, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Tech Weekly: Apple Suppliers Slump on IPhone; PC Volumes Back to Growth; TSMC & ASML Results and more In today’s briefing: Taiwan Tech Weekly: Apple Suppliers Slump on IPhone; PC Volumes Back to…Smartkarma Daily BriefsApril 17, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Rorze (6323) | Outperforming Expectations Despite 200% Share Price Rally and more In today’s briefing: Rorze (6323) | Outperforming Expectations Despite 200% Share Price RallyNongfu Spring (9633…Smartkarma Daily BriefsApril 16, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Taiwan Semiconductor (TSMC) – ADR, Kokusai Electric , Shift Inc and more In today’s briefing: Merger Arb Mondays (22 Apr) - Shinko, Inageya, C&F Logistics, Hollysys, Azure,…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), Hollysys Automation Technologies and more In today’s briefing: TSMC. How To Turn Chicken Salad Into Chicken Sh*tWeekly Deals Digest (21…Smartkarma Daily BriefsApril 21, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: ASML Holding NV, Braze Inc, Arrow Electronics, Teradata Corp, Varonis Systems, Acal PLC, Workiva Inc, Frontier Communications Parent, Iridium Communications, Kyndryl Holdings and more In today’s briefing: ASML. Maintaining 2024 Guidance Despite Sharp Decline In New BookingsBraze Inc.: First-Party…Smartkarma Daily BriefsApril 20, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), Shinko Electric Industries, Softbank Group, Mobvoi, Prosus NV, PAR Technology , Immersion Corporation, Wix.Com Ltd, Zhubajie Co Ltd and more In today’s briefing: What Is TSMC Telling Us About Semi Supply Chain Stories at Its…Smartkarma Daily BriefsApril 19, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Hollysys Automation Technologies, Codan, Nexon, Cloudchain, Lumen Technologies, Pegasystems Inc, SolarEdge Technologies , Next 15 Group , Paychex Inc and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk UpdateHollysys (HOLI US): This Is A…Smartkarma Daily BriefsApril 18, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Kokusai Electric , HPSP, Hollysys Automation Technologies, Wipro Ltd, Taiwan Semiconductor (TSMC) – ADR, Megastudyedu Co, Ltd., Cainiao Smart Logistics Network, Novatek Microelectronics Corp, DXC Technology Co, IAC and more In today’s briefing: Kokusai Elec (6525) - The Much-Anticipated Lockup ExpiryMarket Chats About What Really…Smartkarma Daily BriefsApril 17, 2024
ChinaDaily Briefs Daily Brief China: Hang Lung Properties, Shenyang Xingqi Pharmaceutical, Miniso, Cloudchain, Belle Fashion Group, Mao Geping Cosmetics, Longfor Properties and more In today’s briefing: Hang Lung Group: Thoughts On HLP's Scrip DividendHang Lung Properties (101 HK):…Smartkarma Daily BriefsApril 18, 2024
ChinaDaily Briefs Daily Brief China: Belle Fashion Group, Contemporary Amperex Technology (CATL), Cainiao Smart Logistics Network, J&T Global Express , Lonking Holdings, Akeso Biopharma Inc, Hang Seng Index, BenQ BM Holding Cayman Corp., Cloudchain and more In today’s briefing: Belle Fashion IPO: The Investment CaseContemporary Amperex Technology (300750 CH) 1Q24 Better…Smartkarma Daily BriefsApril 17, 2024
ChinaDaily Briefs Daily Brief China: Sichuan Baicha Baidao Industrial, Nongfu Spring , Horizon Robotics, Activision Blizzard, J&T Global Express , Travelsky Technology Ltd H, Innovent Biologics Inc and more In today’s briefing: Baicha Baidao (2555 HK) IPO: Valuation InsightsNongfu Spring (9633 HK): Criticism Not…Smartkarma Daily BriefsApril 16, 2024
ChinaDaily Briefs Daily Brief China: Water Oasis, SHEIN, Guangzhou Automobile Group, Sichuan Baicha Baidao Industrial, BOE Technology Group , CanSino Biologics , Orient Overseas International, Sa Sa International Hldgs, Shanghai Shyndec Pharmaceutical and more In today’s briefing: Water Oasis (1161 HK)Postage Fraud Case Update: Guilty Plea, Asset Forfeiture, &…Smartkarma Daily BriefsApril 15, 2024
ChinaDaily Briefs Daily Brief China: Golden Throat Holdings, L’Occitane and more In today’s briefing: Asian Dividend Gems: Golden Throat HoldingsWeekly Deals Digest (14 Apr) - L'Occitane,…Smartkarma Daily BriefsApril 14, 2024
ChinaDaily Briefs Daily Brief China: CGN New Energy Holdings, Sichuan Baicha Baidao Industrial, Sinopharm Group Co Ltd H, Cosco Shipping Energy Transportation Co. Ltd. (H) and more In today’s briefing: CGN New Energy (1811 HK): Takeover RumoursBaicha Baidao IPO: The Bear CaseSinopharm…Smartkarma Daily BriefsApril 13, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, Kokusai Electric , Silver, Shift Inc, TSE Tokyo Price Index TOPIX and more In today’s briefing: Merger Arb Mondays (22 Apr) - Shinko, Inageya, C&F Logistics, Hollysys, Azure,…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsJapan Daily Brief Japan: Pasona Group, Japan Hotel Reit Investment and more In today’s briefing: Last Week in Event SPACE: Pasona/Benefit One, Hang Lung Properties, Hollysys, Azure…Smartkarma Daily BriefsApril 21, 2024
Daily BriefsJapan Daily Brief Japan: Mizuho Financial Group, TSE Tokyo Price Index TOPIX, Kondotec Inc and more In today’s briefing: Potential Domestic Rate Hike Impacts Highlighted in the BoJ’s Latest Financial System…Smartkarma Daily BriefsApril 20, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, Inageya Co Ltd, Softbank Group and more In today’s briefing: Shinko Electric (6967 JP): Widening Spread Is an OpportunityInageya (8182 JP): Share…Smartkarma Daily BriefsApril 19, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, JSR Corp, TSE Tokyo Price Index TOPIX, Mitsubishi Estate, Nexon and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk UpdateJSR (4185) - Deal Done, Now…Smartkarma Daily BriefsApril 18, 2024
Daily BriefsJapan Daily Brief Japan: Kokusai Electric , Fuji Oil Co Ltd, Nidec Corp, Nitori Holdings, JPY, JTEC Corp/Osaka and more In today’s briefing: Kokusai Elec (6525) - The Much-Anticipated Lockup ExpiryIdemitsu (5019): First SumiChem's, Now…Smartkarma Daily BriefsApril 17, 2024
Daily BriefsMacro Daily Brief Macro: EIA Lifts Price Forecast on Higher Oil Consumption Plus Tighter Supply and more In today’s briefing: EIA Lifts Price Forecast on Higher Oil Consumption Plus Tighter SupplyIndonesia Economics:…Smartkarma Daily BriefsApril 12, 2024
Daily BriefsMacro Daily Brief Macro: Will Copper Shine Brighter than Gold? and more In today’s briefing: Will Copper Shine Brighter than Gold?Despite Record Crushing Ascent, Japanese Stocks Remain…Smartkarma Daily BriefsApril 11, 2024
Daily BriefsMacro Daily Brief Macro: Israel-Iran War Coming? and more In today’s briefing: Israel-Iran War Coming?Introduction: Initiation of Coverage in the Materials SectorPositioning Watch –…Smartkarma Daily BriefsApril 10, 2024
Daily BriefsMacro Daily Brief Macro: Technically Speaking: The Early Bird Gets the Worm and more In today’s briefing: Technically Speaking: The Early Bird Gets the Worm, China Retail Buys Hong…Smartkarma Daily BriefsApril 9, 2024
Daily BriefsMacro Daily Brief Macro: Yen Weakness Not Solely Due to Bank of Japan as Corporates Play a Critical Role and more In today’s briefing: Yen Weakness Not Solely Due to Bank of Japan as Corporates Play…Smartkarma Daily BriefsApril 8, 2024
Daily BriefsMacro Daily Brief Macro: Out of the Box: 6 Reasons the Fed Will Be Hiking Rates in 2024 and more In today’s briefing: Out of the Box: 6 Reasons the Fed Will Be Hiking Rates…Smartkarma Daily BriefsApril 7, 2024
CryptoDaily Briefs Daily Brief Crypto: Lifting the Veil on Centralized Exchanges and more In today’s briefing: Lifting the Veil on Centralized Exchanges Lifting the Veil on Centralized ExchangesBy…Smartkarma Daily BriefsApril 14, 2023
CryptoDaily Briefs Daily Brief Crypto: Q1 Liquidity Ranking for Crypto Assets and more In today’s briefing: Q1 Liquidity Ranking for Crypto Assets Q1 Liquidity Ranking for Crypto AssetsBy…Smartkarma Daily BriefsApril 7, 2023
CryptoDaily Briefs Daily Brief Crypto: Binance Market Share Tumbles 16% and more In today’s briefing: Binance Market Share Tumbles 16%Ticketmaster Debut NFT-Gated Tickets Binance Market Share Tumbles…Smartkarma Daily BriefsApril 4, 2023
CryptoDaily Briefs Daily Brief Crypto: CFTC V. Binance: The Data Behind the Suit and more In today’s briefing: CFTC V. Binance: The Data Behind the Suit CFTC V. Binance: The…Smartkarma Daily BriefsMarch 31, 2023
CryptoDaily Briefs Daily Brief Crypto: Athlete-Direct-to-Fan: The Future or FAD? and more In today’s briefing: Athlete-Direct-to-Fan: The Future or FAD?Binance Volume Plummets After End of Zero-Fee Trading…Smartkarma Daily BriefsMarch 28, 2023
CryptoDaily Briefs Daily Brief Crypto: The State of Liquidity in Crypto Markets and more In today’s briefing: The State of Liquidity in Crypto Markets The State of Liquidity in…Smartkarma Daily BriefsMarch 24, 2023