Daily BriefsMost Read Most Read: Pasona Group, Guangzhou Automobile Group, Sichuan Baicha Baidao Industrial, Hanmi Science, Vodafone Idea , HD Hyundai Marine Solution , Tietto Minerals Ltd, Horizon Robotics and more In today’s briefing: Pasona (2168 JP) Special Div - Too Small to MatterGet Your Pasona…Smartkarma Daily BriefsApril 16, 2024
Daily BriefsMost Read Most Read: Deep Yellow Ltd, Pasona Group, CGN New Energy Holdings, Roland DG Corp, CSPC Innovation Pharmaceutical-A, Azure Minerals, Guangzhou Automobile Group, Tietto Minerals Ltd and more In today’s briefing: Get Your Pasona (2168 JP) Rump For FreeS&P/ASX Index Rebalance Preview: Potential…Smartkarma Daily BriefsApril 15, 2024
Daily BriefsMost Read Most Read: Li Auto , Zijin Mining Group Co Ltd H, Amvis Holdings Inc, Cosco Shipping Energy Transportation Co. Ltd. (H), Genex Power Ltd, Roland DG Corp, Nikkei 225, Ansarada Group Ltd, L’Occitane and more In today’s briefing: HSTECH Index Rebalance Preview: Round-Trip Trade of US$1.5bn in JuneHSCEI Index Rebalance…Smartkarma Daily BriefsApril 14, 2024
Daily BriefsMost Read Most Read: Mitsui Fudosan, Deep Yellow Ltd, Fast Retailing, CGN New Energy Holdings, Bandhan Bank Ltd, Melco International Development, Boral Ltd, The Keepers Holdings, Amvis Holdings Inc and more In today’s briefing: JAPAN ACTIVISM: Mitsui Fudosan (8801) Responds to Elliott with Buyback, Amended Long-Term…Smartkarma Daily BriefsApril 13, 2024
Daily BriefsMost Read Most Read: Socionext, Mitsui Fudosan, Sompo Holdings, Alibaba Group Holding , Bank of Communications , CGN New Energy Holdings, Fast Retailing, Bharti Hexacom, Melco International Development and more In today’s briefing: Mar24 Nikkei 225 Rebal - Socionext, Disco, Zozo IN; US$4bn One-Way; More…Smartkarma Daily BriefsApril 12, 2024
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, Deep Yellow Ltd, HD Hyundai Marine Solution , KT Corp, Aozora Bank Ltd, 3peak , Chilled & Frozen Logistics Holdings, Bank of Communications and more In today’s briefing: China TCM (570.HK) - Latest Updates on Privatization and the Potential Merger…Smartkarma Daily BriefsApril 11, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Imminent Block Deals Involving Hanmi Science Shares Due to Inheritance Tax Payments and more In today’s briefing: Imminent Block Deals Involving Hanmi Science Shares Due to Inheritance Tax PaymentsTietto…Smartkarma Daily BriefsApril 16, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Pasona (2168 JP) Special Div – Too Small to Matter and more In today’s briefing: Pasona (2168 JP) Special Div - Too Small to MatterMerger Arb Mondays…Smartkarma Daily BriefsApril 15, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Genex Power (GNX AU): J-Power’s Binding Proposal as Skip’s Intentions Remain Unknown and more In today’s briefing: Genex Power (GNX AU): J-Power’s Binding Proposal as Skip’s Intentions Remain UnknownRoland…Smartkarma Daily BriefsApril 14, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: CGN New Energy (1811 HK): Takeover Rumours and more In today’s briefing: CGN New Energy (1811 HK): Takeover RumoursUpdated TOPIX Big April Basket Flows;…Smartkarma Daily BriefsApril 13, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: JAPAN ACTIVISM: Mitsui Fudosan (8801) Responds to Elliott with Buyback and more In today’s briefing: JAPAN ACTIVISM: Mitsui Fudosan (8801) Responds to Elliott with Buyback, Amended Long-Term…Smartkarma Daily BriefsApril 12, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: JAPAN ACTIVISM: Murakami’s Aozora Bet Not Going Anywhere and more In today’s briefing: JAPAN ACTIVISM: Murakami's Aozora Bet Not Going Anywhere, But No Sales YetQuiddity…Smartkarma Daily BriefsApril 11, 2024
Daily BriefsECM Daily Brief ECM: Local Color on HD Hyundai Marine Solution’s Excessive IPO Valuation and more In today’s briefing: Local Color on HD Hyundai Marine Solution's Excessive IPO ValuationHD Hyundai Marine…Smartkarma Daily BriefsMarch 29, 2024
Daily BriefsECM Daily Brief ECM: Pre-IPO LANTIAN Group Holdings – The Industry Is Saturated and more In today’s briefing: Pre-IPO LANTIAN Group Holdings - The Industry Is Saturated, with Weak ProfitabilitySichuan…Smartkarma Daily BriefsMarch 28, 2024
Daily BriefsECM Daily Brief ECM: Globalwafers GDR Offering – Coming to Market Earlier than Anticipated and more In today’s briefing: Globalwafers GDR Offering - Coming to Market Earlier than AnticipatedShinhan Financial Group…Smartkarma Daily BriefsMarch 27, 2024
Daily BriefsECM Daily Brief ECM: HD Hyundai Marine Solution IPO Preview and more In today’s briefing: HD Hyundai Marine Solution IPO PreviewMankind Pharma Placement - Well Flagged, past…Smartkarma Daily BriefsMarch 26, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (25th Mar 2024) – TCS and more In today’s briefing: ECM Weekly (25th Mar 2024) - TCS, Akeso, Coforge, ABSL, Tokio Marine,…Smartkarma Daily BriefsMarch 25, 2024
Daily BriefsECM Daily Brief ECM: Avianca – Bridging 2024 Prospects with a Little Help from LATAM and more In today’s briefing: Avianca – Bridging 2024 Prospects with a Little Help from LATAM Avianca…Smartkarma Daily BriefsMarch 24, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Water Oasis (1161 HK) and more In today’s briefing: Water Oasis (1161 HK)8801: Mitsui Fudosan – the Largest Japan RE Developer…Smartkarma Daily BriefsApril 15, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Asian Dividend Gems: Golden Throat Holdings and more In today’s briefing: Asian Dividend Gems: Golden Throat HoldingsNanya. Tailwinds Mount Albeit Profits Still EludeESR:…Smartkarma Daily BriefsApril 14, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Keepers Holdings (KEEPR PM) FY23: 30% YoY and more In today’s briefing: Keepers Holdings (KEEPR PM) FY23: 30% YoY, Net Cash, Growth 6.8x PE,…Smartkarma Daily BriefsApril 13, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Spending on Customers Precedes Customer Spending and more In today’s briefing: Spending on Customers Precedes Customer SpendingFast Retailing(9983) | Not So FastCOSCO Shipping…Smartkarma Daily BriefsApril 12, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Smartkarma Corporate Webinar | Elite Commercial REIT: Essential Assets at an Attractive Yield and more In today’s briefing: Smartkarma Corporate Webinar | Elite Commercial REIT: Essential Assets at an Attractive…Smartkarma Daily BriefsApril 11, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Tech Weekly: TSMC Wins Major U.S. Support; Nanya Results; UMC Rush Orders and more In today’s briefing: Taiwan Tech Weekly: TSMC Wins Major U.S. Support; Nanya Results; UMC Rush…Smartkarma Daily BriefsApril 10, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Rorze Corp, Horizon Robotics, LTIMindtree, Activision Blizzard, Sea , Kokusai Electric , Travelsky Technology Ltd H, 5G Networks Ltd/Australia, Douyu International Holdings and more In today’s briefing: Rorze (6323) | Outperforming Expectations Despite 200% Share Price RallyHorizon Robotics IPO…Smartkarma Daily BriefsApril 16, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Money Forward , BOE Technology Group , Nanya Technology, Vodafone Idea and more In today’s briefing: Money Forward (3994) | Net Sales +40%Mainland Connect NORTHBOUND Flows (To 12…Smartkarma Daily BriefsApril 15, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Roland DG Corp, Ansarada Group Ltd, Nanya Technology and more In today’s briefing: Roland DG (6789) - Brother Still Not Making FriendsAnsarada (AND AU): Scheme…Smartkarma Daily BriefsApril 14, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Bharti Hexacom, ICTK and more In today’s briefing: Bharti Hexacom IPO Trading - Strong Insti and Anchor, Retail Gave It…Smartkarma Daily BriefsApril 12, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: 3peak , ICTK, Taiwan Semiconductor (TSMC), Bharti Hexacom, Netgear Inc and more In today’s briefing: Quiddity Leaderboard STAR 50 Jun 24: 3 ADDs/DELs Possible but Should Be…Smartkarma Daily BriefsApril 11, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: WT Microelectronics, KT Corp, Taiwan Semiconductor (TSMC) – ADR, Microstrategy Inc Cl A and more In today’s briefing: WT Micro Placement - Another Well-Flagged Taiwan GDR Offering, This One Is…Smartkarma Daily BriefsApril 10, 2024
ChinaDaily Briefs Daily Brief China: Alibaba Group Holding , CGN New Energy Holdings, Melco International Development, Sichuan Baicha Baidao Industrial, Cosco Shipping Energy Transportation Co. Ltd. (H), China Jinmao Holdings and more In today’s briefing: Spending on Customers Precedes Customer SpendingCGN New Energy (1811 HK): Evaluating a…Smartkarma Daily BriefsApril 12, 2024
ChinaDaily Briefs Daily Brief China: 3peak , Bank of Communications , CSPC Innovation Pharmaceutical-A, China Shineway Pharmaceutical, China Vanke and more In today’s briefing: Quiddity Leaderboard STAR 50 Jun 24: 3 ADDs/DELs Possible but Should Be…Smartkarma Daily BriefsApril 11, 2024
ChinaDaily Briefs Daily Brief China: Shanghai Electric Group Company, Huatai Securities Co Ltd (A), China Traditional Chinese Medicine, Air China Ltd (H), Tata Motors Ltd, TAL Education, Seazen (Formerly Future Land), Kayou and more In today’s briefing: Quiddity Leaderboard CSI 300/500 Jun 24: SHORTs Down 11% Vs Index Since…Smartkarma Daily BriefsApril 10, 2024
ChinaDaily Briefs Daily Brief China: Hainan Jinpan Smart Technology, Greentown China, Kayou, BenQ BM Holding Cayman Corp and more In today’s briefing: STAR100 Index Rebalance Preview: 10 Changes as Potential Adds OutperformMorning Views Asia:…Smartkarma Daily BriefsApril 9, 2024
ChinaDaily Briefs Daily Brief China: J&T Global Express , Zijin Mining Group Co Ltd H, Sino Biopharmaceutical, APT Medical , Perfect Medical Health, Fu Shou Yuan, HD Hyundai Marine Solution , China Power International, BYD and more In today’s briefing: J&T Global Express (1519 HK): The US$9.9 Billion Lock up ExpiryHSCEI Index…Smartkarma Daily BriefsApril 8, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, China Vanke , Citic Resources Holdings, Jinxin Fertility Group , Hang Seng Index and more In today’s briefing: L'Occitane (973 HK): Two Good Moves, Though Rerating Has Been Fast And…Smartkarma Daily BriefsApril 6, 2024
Daily BriefsJapan Daily Brief Japan: Rorze Corp, TSE Tokyo Price Index TOPIX, Kokusai Electric , JPY and more In today’s briefing: Rorze (6323) | Outperforming Expectations Despite 200% Share Price RallyDoesn't Cooperation Rather…Smartkarma Daily BriefsApril 16, 2024
Daily BriefsJapan Daily Brief Japan: Pasona Group, Mitsui Fudosan, Money Forward and more In today’s briefing: Pasona (2168 JP) Special Div - Too Small to Matter8801: Mitsui Fudosan…Smartkarma Daily BriefsApril 15, 2024
Daily BriefsJapan Daily Brief Japan: Roland DG Corp, Lawson Inc, Mitsui Fudosan, TSE Tokyo Price Index TOPIX and more In today’s briefing: Roland DG (6789) - Brother Still Not Making Friends(Mostly) Asia-Pac M&A: APM…Smartkarma Daily BriefsApril 14, 2024
Daily BriefsJapan Daily Brief Japan: Amvis Holdings Inc, Nikkei 225, Nitto Kogyo and more In today’s briefing: Updated TOPIX Big April Basket Flows; More Big Flows and ¥270bn a…Smartkarma Daily BriefsApril 13, 2024
Daily BriefsJapan Daily Brief Japan: Mitsui Fudosan, Fast Retailing, TSE Tokyo Price Index TOPIX and more In today’s briefing: JAPAN ACTIVISM: Mitsui Fudosan (8801) Responds to Elliott with Buyback, Amended Long-Term…Smartkarma Daily BriefsApril 12, 2024
Daily BriefsJapan Daily Brief Japan: Aozora Bank Ltd, Chilled & Frozen Logistics Holdings, Sompo Holdings, Trial Holdings, Amvis Holdings Inc and more In today’s briefing: JAPAN ACTIVISM: Murakami's Aozora Bet Not Going Anywhere, But No Sales YetChilled…Smartkarma Daily BriefsApril 11, 2024
Daily BriefsMacro Daily Brief Macro: Oil Prices Surge on OPEC+ Decision and more In today’s briefing: Oil Prices Surge on OPEC+ Decision, US Inventory Buildup Slows MomentumWalker’s Weekly:…Smartkarma Daily BriefsApril 6, 2024
Daily BriefsMacro Daily Brief Macro: Dominant US Crude Production Has Transformed the Importance and Size of Strategic Petroleum Reserve and more In today’s briefing: Dominant US Crude Production Has Transformed the Importance and Size of Strategic…Smartkarma Daily BriefsApril 5, 2024
Daily BriefsMacro Daily Brief Macro: Macro Regime Indicator: From Stealth QE to Stealth QT and more In today’s briefing: Macro Regime Indicator: From Stealth QE to Stealth QTRising Geopolitical Tensions Propel…Smartkarma Daily BriefsApril 4, 2024
Daily BriefsMacro Daily Brief Macro: Technically Speaking: Japan Meets Resistance and Hong Kong Finally Breaks Downtrend and more In today’s briefing: Technically Speaking: Japan Meets Resistance and Hong Kong Finally Breaks DowntrendChina Economics:…Smartkarma Daily BriefsApril 3, 2024
Daily BriefsMacro Daily Brief Macro: Gold’s Next Leg Up And Why It Matters and more In today’s briefing: Gold's Next Leg Up And Why It MattersWhat the Baltimore Bride Collapse…Smartkarma Daily BriefsApril 2, 2024
Daily BriefsMacro Daily Brief Macro: Is a Major RMB Depreciation on the Cards? and more In today’s briefing: Is a Major RMB Depreciation on the Cards?The Stock Market's Q2 ChallengesSecondary…Smartkarma Daily BriefsApril 1, 2024
CryptoDaily Briefs Daily Brief Crypto: USDC’s Depeg Or: How I Learned to Stop Worrying and Trust the Bots and more In today’s briefing: USDC's Depeg Or: How I Learned to Stop Worrying and Trust the…Smartkarma Daily BriefsMarch 17, 2023
CryptoDaily Briefs Daily Brief Crypto: The Aftermath: What Happened to USDC? and more In today’s briefing: The Aftermath: What Happened to USDC? The Aftermath: What Happened to USDC?By…Smartkarma Daily BriefsMarch 14, 2023
CryptoDaily Briefs Daily Brief Crypto: The Unbundling of Blockchain Infrastructure and more In today’s briefing: The Unbundling of Blockchain Infrastructure The Unbundling of Blockchain InfrastructureBy EtherbridgeOpportunity in…Smartkarma Daily BriefsMarch 13, 2023
CryptoDaily Briefs Daily Brief Crypto: Ocular: 2023 Thematic Outlook and more In today’s briefing: Ocular: 2023 Thematic Outlook Ocular: 2023 Thematic OutlookBy Ocular2022 was a challenging…Smartkarma Daily BriefsMarch 12, 2023
CryptoDaily Briefs Daily Brief Crypto: The Scramble for Silvergate Alternatives and more In today’s briefing: The Scramble for Silvergate Alternatives The Scramble for Silvergate AlternativesBy KaikoCrypto optimists…Smartkarma Daily BriefsMarch 10, 2023
CryptoDaily Briefs Daily Brief Crypto: Sporting Crypto – 6th March 2023: Is AR the New Meta? and more In today’s briefing: Sporting Crypto - 6th March 2023: Is AR the New Meta?The Future…Smartkarma Daily BriefsMarch 7, 2023
Daily BriefsMost Read Most Read: Pasona Group, Guangzhou Automobile Group, Sichuan Baicha Baidao Industrial, Hanmi Science, Vodafone Idea , HD Hyundai Marine Solution , Tietto Minerals Ltd, Horizon Robotics and more In today’s briefing: Pasona (2168 JP) Special Div - Too Small to MatterGet Your Pasona…Smartkarma Daily BriefsApril 16, 2024
Daily BriefsMost Read Most Read: Deep Yellow Ltd, Pasona Group, CGN New Energy Holdings, Roland DG Corp, CSPC Innovation Pharmaceutical-A, Azure Minerals, Guangzhou Automobile Group, Tietto Minerals Ltd and more In today’s briefing: Get Your Pasona (2168 JP) Rump For FreeS&P/ASX Index Rebalance Preview: Potential…Smartkarma Daily BriefsApril 15, 2024
Daily BriefsMost Read Most Read: Li Auto , Zijin Mining Group Co Ltd H, Amvis Holdings Inc, Cosco Shipping Energy Transportation Co. Ltd. (H), Genex Power Ltd, Roland DG Corp, Nikkei 225, Ansarada Group Ltd, L’Occitane and more In today’s briefing: HSTECH Index Rebalance Preview: Round-Trip Trade of US$1.5bn in JuneHSCEI Index Rebalance…Smartkarma Daily BriefsApril 14, 2024
Daily BriefsMost Read Most Read: Mitsui Fudosan, Deep Yellow Ltd, Fast Retailing, CGN New Energy Holdings, Bandhan Bank Ltd, Melco International Development, Boral Ltd, The Keepers Holdings, Amvis Holdings Inc and more In today’s briefing: JAPAN ACTIVISM: Mitsui Fudosan (8801) Responds to Elliott with Buyback, Amended Long-Term…Smartkarma Daily BriefsApril 13, 2024
Daily BriefsMost Read Most Read: Socionext, Mitsui Fudosan, Sompo Holdings, Alibaba Group Holding , Bank of Communications , CGN New Energy Holdings, Fast Retailing, Bharti Hexacom, Melco International Development and more In today’s briefing: Mar24 Nikkei 225 Rebal - Socionext, Disco, Zozo IN; US$4bn One-Way; More…Smartkarma Daily BriefsApril 12, 2024
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, Deep Yellow Ltd, HD Hyundai Marine Solution , KT Corp, Aozora Bank Ltd, 3peak , Chilled & Frozen Logistics Holdings, Bank of Communications and more In today’s briefing: China TCM (570.HK) - Latest Updates on Privatization and the Potential Merger…Smartkarma Daily BriefsApril 11, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Imminent Block Deals Involving Hanmi Science Shares Due to Inheritance Tax Payments and more In today’s briefing: Imminent Block Deals Involving Hanmi Science Shares Due to Inheritance Tax PaymentsTietto…Smartkarma Daily BriefsApril 16, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Pasona (2168 JP) Special Div – Too Small to Matter and more In today’s briefing: Pasona (2168 JP) Special Div - Too Small to MatterMerger Arb Mondays…Smartkarma Daily BriefsApril 15, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Genex Power (GNX AU): J-Power’s Binding Proposal as Skip’s Intentions Remain Unknown and more In today’s briefing: Genex Power (GNX AU): J-Power’s Binding Proposal as Skip’s Intentions Remain UnknownRoland…Smartkarma Daily BriefsApril 14, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: CGN New Energy (1811 HK): Takeover Rumours and more In today’s briefing: CGN New Energy (1811 HK): Takeover RumoursUpdated TOPIX Big April Basket Flows;…Smartkarma Daily BriefsApril 13, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: JAPAN ACTIVISM: Mitsui Fudosan (8801) Responds to Elliott with Buyback and more In today’s briefing: JAPAN ACTIVISM: Mitsui Fudosan (8801) Responds to Elliott with Buyback, Amended Long-Term…Smartkarma Daily BriefsApril 12, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: JAPAN ACTIVISM: Murakami’s Aozora Bet Not Going Anywhere and more In today’s briefing: JAPAN ACTIVISM: Murakami's Aozora Bet Not Going Anywhere, But No Sales YetQuiddity…Smartkarma Daily BriefsApril 11, 2024
Daily BriefsECM Daily Brief ECM: Local Color on HD Hyundai Marine Solution’s Excessive IPO Valuation and more In today’s briefing: Local Color on HD Hyundai Marine Solution's Excessive IPO ValuationHD Hyundai Marine…Smartkarma Daily BriefsMarch 29, 2024
Daily BriefsECM Daily Brief ECM: Pre-IPO LANTIAN Group Holdings – The Industry Is Saturated and more In today’s briefing: Pre-IPO LANTIAN Group Holdings - The Industry Is Saturated, with Weak ProfitabilitySichuan…Smartkarma Daily BriefsMarch 28, 2024
Daily BriefsECM Daily Brief ECM: Globalwafers GDR Offering – Coming to Market Earlier than Anticipated and more In today’s briefing: Globalwafers GDR Offering - Coming to Market Earlier than AnticipatedShinhan Financial Group…Smartkarma Daily BriefsMarch 27, 2024
Daily BriefsECM Daily Brief ECM: HD Hyundai Marine Solution IPO Preview and more In today’s briefing: HD Hyundai Marine Solution IPO PreviewMankind Pharma Placement - Well Flagged, past…Smartkarma Daily BriefsMarch 26, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (25th Mar 2024) – TCS and more In today’s briefing: ECM Weekly (25th Mar 2024) - TCS, Akeso, Coforge, ABSL, Tokio Marine,…Smartkarma Daily BriefsMarch 25, 2024
Daily BriefsECM Daily Brief ECM: Avianca – Bridging 2024 Prospects with a Little Help from LATAM and more In today’s briefing: Avianca – Bridging 2024 Prospects with a Little Help from LATAM Avianca…Smartkarma Daily BriefsMarch 24, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Water Oasis (1161 HK) and more In today’s briefing: Water Oasis (1161 HK)8801: Mitsui Fudosan – the Largest Japan RE Developer…Smartkarma Daily BriefsApril 15, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Asian Dividend Gems: Golden Throat Holdings and more In today’s briefing: Asian Dividend Gems: Golden Throat HoldingsNanya. Tailwinds Mount Albeit Profits Still EludeESR:…Smartkarma Daily BriefsApril 14, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Keepers Holdings (KEEPR PM) FY23: 30% YoY and more In today’s briefing: Keepers Holdings (KEEPR PM) FY23: 30% YoY, Net Cash, Growth 6.8x PE,…Smartkarma Daily BriefsApril 13, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Spending on Customers Precedes Customer Spending and more In today’s briefing: Spending on Customers Precedes Customer SpendingFast Retailing(9983) | Not So FastCOSCO Shipping…Smartkarma Daily BriefsApril 12, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Smartkarma Corporate Webinar | Elite Commercial REIT: Essential Assets at an Attractive Yield and more In today’s briefing: Smartkarma Corporate Webinar | Elite Commercial REIT: Essential Assets at an Attractive…Smartkarma Daily BriefsApril 11, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Tech Weekly: TSMC Wins Major U.S. Support; Nanya Results; UMC Rush Orders and more In today’s briefing: Taiwan Tech Weekly: TSMC Wins Major U.S. Support; Nanya Results; UMC Rush…Smartkarma Daily BriefsApril 10, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Rorze Corp, Horizon Robotics, LTIMindtree, Activision Blizzard, Sea , Kokusai Electric , Travelsky Technology Ltd H, 5G Networks Ltd/Australia, Douyu International Holdings and more In today’s briefing: Rorze (6323) | Outperforming Expectations Despite 200% Share Price RallyHorizon Robotics IPO…Smartkarma Daily BriefsApril 16, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Money Forward , BOE Technology Group , Nanya Technology, Vodafone Idea and more In today’s briefing: Money Forward (3994) | Net Sales +40%Mainland Connect NORTHBOUND Flows (To 12…Smartkarma Daily BriefsApril 15, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Roland DG Corp, Ansarada Group Ltd, Nanya Technology and more In today’s briefing: Roland DG (6789) - Brother Still Not Making FriendsAnsarada (AND AU): Scheme…Smartkarma Daily BriefsApril 14, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Bharti Hexacom, ICTK and more In today’s briefing: Bharti Hexacom IPO Trading - Strong Insti and Anchor, Retail Gave It…Smartkarma Daily BriefsApril 12, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: 3peak , ICTK, Taiwan Semiconductor (TSMC), Bharti Hexacom, Netgear Inc and more In today’s briefing: Quiddity Leaderboard STAR 50 Jun 24: 3 ADDs/DELs Possible but Should Be…Smartkarma Daily BriefsApril 11, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: WT Microelectronics, KT Corp, Taiwan Semiconductor (TSMC) – ADR, Microstrategy Inc Cl A and more In today’s briefing: WT Micro Placement - Another Well-Flagged Taiwan GDR Offering, This One Is…Smartkarma Daily BriefsApril 10, 2024
ChinaDaily Briefs Daily Brief China: Alibaba Group Holding , CGN New Energy Holdings, Melco International Development, Sichuan Baicha Baidao Industrial, Cosco Shipping Energy Transportation Co. Ltd. (H), China Jinmao Holdings and more In today’s briefing: Spending on Customers Precedes Customer SpendingCGN New Energy (1811 HK): Evaluating a…Smartkarma Daily BriefsApril 12, 2024
ChinaDaily Briefs Daily Brief China: 3peak , Bank of Communications , CSPC Innovation Pharmaceutical-A, China Shineway Pharmaceutical, China Vanke and more In today’s briefing: Quiddity Leaderboard STAR 50 Jun 24: 3 ADDs/DELs Possible but Should Be…Smartkarma Daily BriefsApril 11, 2024
ChinaDaily Briefs Daily Brief China: Shanghai Electric Group Company, Huatai Securities Co Ltd (A), China Traditional Chinese Medicine, Air China Ltd (H), Tata Motors Ltd, TAL Education, Seazen (Formerly Future Land), Kayou and more In today’s briefing: Quiddity Leaderboard CSI 300/500 Jun 24: SHORTs Down 11% Vs Index Since…Smartkarma Daily BriefsApril 10, 2024
ChinaDaily Briefs Daily Brief China: Hainan Jinpan Smart Technology, Greentown China, Kayou, BenQ BM Holding Cayman Corp and more In today’s briefing: STAR100 Index Rebalance Preview: 10 Changes as Potential Adds OutperformMorning Views Asia:…Smartkarma Daily BriefsApril 9, 2024
ChinaDaily Briefs Daily Brief China: J&T Global Express , Zijin Mining Group Co Ltd H, Sino Biopharmaceutical, APT Medical , Perfect Medical Health, Fu Shou Yuan, HD Hyundai Marine Solution , China Power International, BYD and more In today’s briefing: J&T Global Express (1519 HK): The US$9.9 Billion Lock up ExpiryHSCEI Index…Smartkarma Daily BriefsApril 8, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, China Vanke , Citic Resources Holdings, Jinxin Fertility Group , Hang Seng Index and more In today’s briefing: L'Occitane (973 HK): Two Good Moves, Though Rerating Has Been Fast And…Smartkarma Daily BriefsApril 6, 2024
Daily BriefsJapan Daily Brief Japan: Rorze Corp, TSE Tokyo Price Index TOPIX, Kokusai Electric , JPY and more In today’s briefing: Rorze (6323) | Outperforming Expectations Despite 200% Share Price RallyDoesn't Cooperation Rather…Smartkarma Daily BriefsApril 16, 2024
Daily BriefsJapan Daily Brief Japan: Pasona Group, Mitsui Fudosan, Money Forward and more In today’s briefing: Pasona (2168 JP) Special Div - Too Small to Matter8801: Mitsui Fudosan…Smartkarma Daily BriefsApril 15, 2024
Daily BriefsJapan Daily Brief Japan: Roland DG Corp, Lawson Inc, Mitsui Fudosan, TSE Tokyo Price Index TOPIX and more In today’s briefing: Roland DG (6789) - Brother Still Not Making Friends(Mostly) Asia-Pac M&A: APM…Smartkarma Daily BriefsApril 14, 2024
Daily BriefsJapan Daily Brief Japan: Amvis Holdings Inc, Nikkei 225, Nitto Kogyo and more In today’s briefing: Updated TOPIX Big April Basket Flows; More Big Flows and ¥270bn a…Smartkarma Daily BriefsApril 13, 2024
Daily BriefsJapan Daily Brief Japan: Mitsui Fudosan, Fast Retailing, TSE Tokyo Price Index TOPIX and more In today’s briefing: JAPAN ACTIVISM: Mitsui Fudosan (8801) Responds to Elliott with Buyback, Amended Long-Term…Smartkarma Daily BriefsApril 12, 2024
Daily BriefsJapan Daily Brief Japan: Aozora Bank Ltd, Chilled & Frozen Logistics Holdings, Sompo Holdings, Trial Holdings, Amvis Holdings Inc and more In today’s briefing: JAPAN ACTIVISM: Murakami's Aozora Bet Not Going Anywhere, But No Sales YetChilled…Smartkarma Daily BriefsApril 11, 2024
Daily BriefsMacro Daily Brief Macro: Oil Prices Surge on OPEC+ Decision and more In today’s briefing: Oil Prices Surge on OPEC+ Decision, US Inventory Buildup Slows MomentumWalker’s Weekly:…Smartkarma Daily BriefsApril 6, 2024
Daily BriefsMacro Daily Brief Macro: Dominant US Crude Production Has Transformed the Importance and Size of Strategic Petroleum Reserve and more In today’s briefing: Dominant US Crude Production Has Transformed the Importance and Size of Strategic…Smartkarma Daily BriefsApril 5, 2024
Daily BriefsMacro Daily Brief Macro: Macro Regime Indicator: From Stealth QE to Stealth QT and more In today’s briefing: Macro Regime Indicator: From Stealth QE to Stealth QTRising Geopolitical Tensions Propel…Smartkarma Daily BriefsApril 4, 2024
Daily BriefsMacro Daily Brief Macro: Technically Speaking: Japan Meets Resistance and Hong Kong Finally Breaks Downtrend and more In today’s briefing: Technically Speaking: Japan Meets Resistance and Hong Kong Finally Breaks DowntrendChina Economics:…Smartkarma Daily BriefsApril 3, 2024
Daily BriefsMacro Daily Brief Macro: Gold’s Next Leg Up And Why It Matters and more In today’s briefing: Gold's Next Leg Up And Why It MattersWhat the Baltimore Bride Collapse…Smartkarma Daily BriefsApril 2, 2024
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