Daily BriefsMost Read Most Read: L’Occitane, Ryohin Keikaku, Riso Kyoiku, Aichi Financial Group , Hainan Jinpan Smart Technology, Bangchak Corporation, Shanghai Electric Group Company, HD Hyundai Marine Solution , WT Microelectronics, Deep Yellow Ltd and more In today’s briefing: L’Occitane (973 HK): Blackstone Pondering an OfferSep24 Nikkei 225 Rebal - Now…Smartkarma Daily BriefsApril 10, 2024
Daily BriefsMost Read Most Read: Riso Kyoiku, Zijin Mining Group Co Ltd H, Ryohin Keikaku, Azure Minerals, APM Human Services, Samsung Electronics and more In today’s briefing: Azure Min (AZS AU): Trading Wide Ahead Of 8th April VoteRiso Kyoiku…Smartkarma Daily BriefsApril 9, 2024
Daily BriefsMost Read Most Read: Lalatech Holdings Co Ltd, J&T Global Express , Rakuten, Jastec Co Ltd, Zijin Mining Group Co Ltd H, GS Holdings, JSR Corp, Hanmi Semiconductor, Adani Enterprises, APT Medical and more In today’s briefing: TRACKING TRAFFIC/Lalatech IPO: Attractive Segment | 'Unbelievable' Cost Control | Hidden CompetitionJ&T…Smartkarma Daily BriefsApril 8, 2024
Daily BriefsMost Read Most Read: Shenzhen New Industries Biomedical Engineering-A, ZOZO Inc, Li Auto , Hanwha Aerospace, Kokusai Electric , Hanmi Science, Citic Resources Holdings, JSR Corp, Talgo SA and more In today’s briefing: CSI300 Index Rebalance Preview: Potential Adds Outperforming Despite ETF InflowsIndex Rebalance &…Smartkarma Daily BriefsApril 7, 2024
Daily BriefsMost Read Most Read: Shenzhen New Industries Biomedical Engineering-A, Kokusai Electric , Li Auto , Suruga Bank Ltd, Hanwha Corporation, Hanmi Science, L’Occitane, Best World International, Jastec Co Ltd and more In today’s briefing: CSI300 Index Rebalance Preview: Potential Adds Outperforming Despite ETF InflowsKokusai Electric (6525…Smartkarma Daily BriefsApril 6, 2024
Daily BriefsMost Read Most Read: Kokusai Electric , Li Auto , Hyundai Home Shopping Network, Best World International, Suruga Bank Ltd, Langham Hospitality Inv Ss, Nidec Corp, Oriental Watch, HD Hyundai Marine Solution and more In today’s briefing: Kokusai Electric (6525 JP): The US$4.8 Billion Lock up ExpiryHSTECH Index Rebalance…Smartkarma Daily BriefsApril 5, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: The TOPIX Big April Basket Flows: ¥200bn a Side Including Many Multi-ADV Flows and more In today’s briefing: The TOPIX Big April Basket Flows: ¥200bn a Side Including Many Multi-ADV…Smartkarma Daily BriefsApril 10, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Riso Kyoiku (4714) Partial Tender (¥320/Sh) Followed by Third Party Dilution To Get Hulic to 51% and more In today’s briefing: Riso Kyoiku (4714) Partial Tender (¥320/Sh) Followed by Third Party Dilution To…Smartkarma Daily BriefsApril 9, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: NTT Data’s ¥1 and more In today’s briefing: NTT Data's ¥1,940/Share Deal For Jastec (9717) - Not Enough But Probably…Smartkarma Daily BriefsApril 8, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: Austal and more In today’s briefing: (Mostly) Asia-Pac M&A: Austal, Best World, Isetan Singapore, Langham Hospitality, Azure, Genex…Smartkarma Daily BriefsApril 7, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Backstory on the Hanmi Science Showdown & KKR’s Likely Tender Offer and more In today’s briefing: Backstory on the Hanmi Science Showdown & KKR's Likely Tender OfferBest World…Smartkarma Daily BriefsApril 6, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Hyundai Home Shopping (057050 KS)’s Partial Offer and more In today’s briefing: Hyundai Home Shopping (057050 KS)'s Partial OfferBest World (BEST SP): Not the…Smartkarma Daily BriefsApril 5, 2024
Daily BriefsECM Daily Brief ECM: Baishan Cloud IPO Preview: Break-Even Is Likely To Be Achieved in 2024 and more In today’s briefing: Baishan Cloud IPO Preview: Break-Even Is Likely To Be Achieved in 2024…Smartkarma Daily BriefsMarch 22, 2024
Daily BriefsECM Daily Brief ECM: Trial Holdings IPO: Trading Debut and more In today’s briefing: Trial Holdings IPO: Trading DebutAkeso Biopharma Placement (9926.HK) - Would Investors Be…Smartkarma Daily BriefsMarch 21, 2024
Daily BriefsECM Daily Brief ECM: Aditya Birla Sun Life AMC OFS – Share Price Has Corrected in Anticipation of the Current Deal and more In today’s briefing: Aditya Birla Sun Life AMC OFS - Share Price Has Corrected in…Smartkarma Daily BriefsMarch 20, 2024
Daily BriefsECM Daily Brief ECM: TCS US$1.1bn Placement – Relatively Small but Isn’t Well Flagged and more In today’s briefing: TCS US$1.1bn Placement - Relatively Small but Isn’t Well Flagged, Could Have…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (18th Mar 2024) – ITC and more In today’s briefing: ECM Weekly (18th Mar 2024) - ITC, Interglobe (Indigo), MS&AD, GlobalWafer, Belle,…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsECM Daily Brief ECM: Astera Labs IPO Valuation Analysis and more In today’s briefing: Astera Labs IPO Valuation AnalysisMigao Group IPO - Last Listing Didn’t Do…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Aster DM Healthcare’s Special Dividend & Restructuring and more In today’s briefing: Aster DM Healthcare's Special Dividend & RestructuringTSMC (2330.TT; TSM.US): US$6.6bn from US…Smartkarma Daily BriefsApril 9, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Healthcare Weekly (Apr.6) – Boom of TCM Injections Is Coming and more In today’s briefing: China Healthcare Weekly (Apr.6) - Boom of TCM Injections Is Coming, Defects…Smartkarma Daily BriefsApril 8, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Yaskawa (6506 JP): Start of a New Factory Automation Growth Cycle and more In today’s briefing: Yaskawa (6506 JP): Start of a New Factory Automation Growth CycleAcadia Healthcare…Smartkarma Daily BriefsApril 7, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: L’Occitane (973 HK): Two Good Moves 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 BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Nidec (6594) | Forget the EV Slump and more In today’s briefing: Nidec (6594) | Forget the EV SlumpBaba's Babies: Co-Parenting Works! Zhong An…Smartkarma Daily BriefsApril 5, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tesla Q1 Deliveries: Look Out Below and more In today’s briefing: Tesla Q1 Deliveries: Look Out BelowNongfu Spring (9633 HK): Strong Results Overshadowed…Smartkarma Daily BriefsApril 4, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Samsung Electronics, Taiwan Semiconductor (TSMC), Maxlinear Inc Class A, Nanya Technology, Naspers , MultiChoice Group, Ubiquiti Inc. and more In today’s briefing: Samsung Electronics: Block Deal Sale of 5.2 Million Shares by Lee Boo-JinSamsung…Smartkarma Daily BriefsApril 9, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Jastec Co Ltd, Hanmi Semiconductor, Taiwan Semiconductor (TSMC) – ADR, Nintendo , United Microelectronics Corp, Shift4 Payments and more In today’s briefing: NTT Data's ¥1,940/Share Deal For Jastec (9717) - Not Enough But Probably…Smartkarma Daily BriefsApril 8, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Kokusai Electric , Rubrik and more In today’s briefing: Weekly Deals Digest (07 Apr) - Kokusai Electric, HD Hyundai Marine, Langham,…Smartkarma Daily BriefsApril 7, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Jastec Co Ltd, Intel Corp, Lions Gate Entertainment and more In today’s briefing: Jastec (9717 JP): NTT Data (9613 JP)’s Tender Offer at JPY1,940Intel's New…Smartkarma Daily BriefsApril 6, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Douzone Bizon, Integral Ad Science Holding , Gorilla Technology Group and more In today’s briefing: The Data Center is the New Compute Unit: Nvidia's Vision for System-Level…Smartkarma Daily BriefsApril 5, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Kokusai Electric , Gambling.com Group and more In today’s briefing: Kokusai Electric (6525 JP): The US$4.8 Billion Lock up ExpiryGambling.Com Group Limited…Smartkarma Daily BriefsApril 4, 2024
ChinaDaily Briefs Daily Brief China: Langham Hospitality Inv Ss, ZhongAn Online P&C Insurance C, Anta Sports Products, DPC Dash, Zongmu Technology and more In today’s briefing: Great Eagle Seeks To Delist Langham Hospitality (1270 HK)Baba's Babies: Co-Parenting Works!…Smartkarma Daily BriefsApril 5, 2024
ChinaDaily Briefs Daily Brief China: Langham Hospitality Inv Ss, Li Auto , Nongfu Spring , Country Garden Services, Oriental Watch, Hansoh Pharmaceutical Group , Anton Oilfield, Beijing Biostar Pharmaceuticals Co Ltd, Gajah Tunggal and more In today’s briefing: Langham Hospitality Investments (1270 HK): Great Eagle (41 HK)’s Possible Scheme PrivatisationHSTECH…Smartkarma Daily BriefsApril 4, 2024
ChinaDaily Briefs Daily Brief China: IntelliCentrics Global Holding, Sciclone Pharmaceuticals, China Communications Construction, Midea Group Co Ltd A, Tcl Multimedia Technology, Dream International, Legend Biotech Corp, China Vanke , Horizon Robotics, Nickel Industries and more In today’s briefing: IntelliCentrics (6819 HK): 18th April "Scheme" VoteSciclone Pharmaceuticals (6600.HK) - The Privatization…Smartkarma Daily BriefsApril 3, 2024
ChinaDaily Briefs Daily Brief China: Tencent, IntelliCentrics Global Holding, Shenzhen International, CSPC Pharmaceutical Group, Tencent Music, Polestar Automotive Holding UK, Dongfang Electric, Wuxi Biologics, Rakuten and more In today’s briefing: China Consumption Weekly (1 Apr 2024): Tencent, Alibaba, Xiaomi, MideaIntelliCentrics (6819 HK):…Smartkarma Daily BriefsApril 2, 2024
ChinaDaily Briefs Daily Brief China: Zhuzhou CRRC Times Electric Co., Ltd., Sciclone Pharmaceuticals, Trip.com, Aier Eye Hospital Group, Tencent, WuXi XDC Cayman , Longfor Properties and more In today’s briefing: A/H Premium Tracker (To 28 Mar 2024): Liquid AH Premia Still Very…Smartkarma Daily BriefsApril 1, 2024
ChinaDaily Briefs Daily Brief China: PDD Holdings, Tencent, Samsonite, Atour Lifestyle Holdings, Contemporary Amperex Technology (CATL) and more In today’s briefing: Asia Ex-Japan Funds: Extremes in Positioning & MomentumHK Connect SOUTHBOUND Flows (To…Smartkarma Daily BriefsMarch 31, 2024
Daily BriefsJapan Daily Brief Japan: Aichi Financial Group , TSE Tokyo Price Index TOPIX, Jade Group, Golf Digest Online and more In today’s briefing: The TOPIX Big April Basket Flows: ¥200bn a Side Including Many Multi-ADV…Smartkarma Daily BriefsApril 10, 2024
Daily BriefsJapan Daily Brief Japan: Riso Kyoiku, Ryohin Keikaku and more In today’s briefing: Riso Kyoiku (4714) Partial Tender (¥320/Sh) Followed by Third Party Dilution To…Smartkarma Daily BriefsApril 9, 2024
Daily BriefsJapan Daily Brief Japan: Jastec Co Ltd, JSR Corp, Nintendo , TSE Tokyo Price Index TOPIX and more In today’s briefing: NTT Data's ¥1,940/Share Deal For Jastec (9717) - Not Enough But Probably…Smartkarma Daily BriefsApril 8, 2024
Daily BriefsJapan Daily Brief Japan: Kokusai Electric , JSR Corp, Yaskawa Electric, Rakuten and more In today’s briefing: Weekly Deals Digest (07 Apr) - Kokusai Electric, HD Hyundai Marine, Langham,…Smartkarma Daily BriefsApril 7, 2024
Daily BriefsJapan Daily Brief Japan: Jastec Co Ltd, TSE Tokyo Price Index TOPIX and more In today’s briefing: Jastec (9717 JP): NTT Data (9613 JP)’s Tender Offer at JPY1,940Will the…Smartkarma Daily BriefsApril 6, 2024
Daily BriefsJapan Daily Brief Japan: Suruga Bank Ltd, Nidec Corp, D.Western Therapeutics Institute Inc. and more In today’s briefing: Suruga Bank (8358 JP) - New Div, New Buyback, New KPIs, New…Smartkarma Daily BriefsApril 5, 2024
Daily BriefsMacro Daily Brief Macro: China Blues and more In today’s briefing: China Blues, Bitcoin Booms!Whither the Yen?Commodities Focus: Without Counter-Measures, Oil Headed to…Smartkarma Daily BriefsMarch 30, 2024
Daily BriefsMacro Daily Brief Macro: Reflation Watch: Has Japan turned a page and more In today’s briefing: Reflation Watch: Has Japan turned a page, and have markets gotten ahead…Smartkarma Daily BriefsMarch 29, 2024
Daily BriefsMacro Daily Brief Macro: 5 Things We Watch – Cyclicals and more In today’s briefing: 5 Things We Watch – Cyclicals, Baltimore Bridge, ECB, USDJPY & SentimentCX…Smartkarma Daily BriefsMarch 28, 2024
Daily BriefsMacro Daily Brief Macro: Energy Cable #62: Biden is selling crude straddles and more In today’s briefing: Energy Cable #62: Biden is selling crude straddles, while something is cooking…Smartkarma Daily BriefsMarch 27, 2024
Daily BriefsMacro Daily Brief Macro: A Dicey Short-Term FX Trade and more In today’s briefing: A Dicey Short-Term FX TradeJapanese Banks Improved on Rate Hike Bets, Although…Smartkarma Daily BriefsMarch 26, 2024
Daily BriefsMacro Daily Brief Macro: Latest Fed Policy Guidance Signals Green Light for Melt-Up in US Risky Assets and more In today’s briefing: Latest Fed Policy Guidance Signals Green Light for Melt-Up in US Risky…Smartkarma Daily BriefsMarch 25, 2024
CryptoDaily Briefs Daily Brief Crypto: When Bond Yields Exceed 4% and more In today’s briefing: When Bond Yields Exceed 4%, UK Governments Fall When Bond Yields Exceed…Smartkarma Daily BriefsMarch 4, 2023
CryptoDaily Briefs Daily Brief Crypto: Whales Vs. Retail: Who’s Using Curve? and more In today’s briefing: Whales Vs. Retail: Who's Using Curve? Whales Vs. Retail: Who's Using Curve?By…Smartkarma Daily BriefsMarch 3, 2023
CryptoDaily Briefs Daily Brief Crypto: Sporting Crypto – 27th Feb 2023: Are NBA Top Shots Securities? and more In today’s briefing: Sporting Crypto - 27th Feb 2023: Are NBA Top Shots Securities? Sporting…Smartkarma Daily BriefsMarch 1, 2023
CryptoDaily Briefs Daily Brief Crypto: A Crypto Friendly Asia: What It Will Mean For Markets and more In today’s briefing: A Crypto Friendly Asia: What It Will Mean For Markets A Crypto…Smartkarma Daily BriefsFebruary 24, 2023
CryptoDaily Briefs Daily Brief Crypto: BLUR’s Big Debut and more In today’s briefing: BLUR's Big Debut BLUR's Big DebutBy KaikoPrice Movements: Huobi listed a token…Smartkarma Daily BriefsFebruary 21, 2023
CryptoDaily Briefs Daily Brief Crypto: The Unwinding of BUSD and more In today’s briefing: The Unwinding of BUSD The Unwinding of BUSDBy Kaiko The crypto industry…Smartkarma Daily BriefsFebruary 17, 2023
Daily BriefsMost Read Most Read: L’Occitane, Ryohin Keikaku, Riso Kyoiku, Aichi Financial Group , Hainan Jinpan Smart Technology, Bangchak Corporation, Shanghai Electric Group Company, HD Hyundai Marine Solution , WT Microelectronics, Deep Yellow Ltd and more In today’s briefing: L’Occitane (973 HK): Blackstone Pondering an OfferSep24 Nikkei 225 Rebal - Now…Smartkarma Daily BriefsApril 10, 2024
Daily BriefsMost Read Most Read: Riso Kyoiku, Zijin Mining Group Co Ltd H, Ryohin Keikaku, Azure Minerals, APM Human Services, Samsung Electronics and more In today’s briefing: Azure Min (AZS AU): Trading Wide Ahead Of 8th April VoteRiso Kyoiku…Smartkarma Daily BriefsApril 9, 2024
Daily BriefsMost Read Most Read: Lalatech Holdings Co Ltd, J&T Global Express , Rakuten, Jastec Co Ltd, Zijin Mining Group Co Ltd H, GS Holdings, JSR Corp, Hanmi Semiconductor, Adani Enterprises, APT Medical and more In today’s briefing: TRACKING TRAFFIC/Lalatech IPO: Attractive Segment | 'Unbelievable' Cost Control | Hidden CompetitionJ&T…Smartkarma Daily BriefsApril 8, 2024
Daily BriefsMost Read Most Read: Shenzhen New Industries Biomedical Engineering-A, ZOZO Inc, Li Auto , Hanwha Aerospace, Kokusai Electric , Hanmi Science, Citic Resources Holdings, JSR Corp, Talgo SA and more In today’s briefing: CSI300 Index Rebalance Preview: Potential Adds Outperforming Despite ETF InflowsIndex Rebalance &…Smartkarma Daily BriefsApril 7, 2024
Daily BriefsMost Read Most Read: Shenzhen New Industries Biomedical Engineering-A, Kokusai Electric , Li Auto , Suruga Bank Ltd, Hanwha Corporation, Hanmi Science, L’Occitane, Best World International, Jastec Co Ltd and more In today’s briefing: CSI300 Index Rebalance Preview: Potential Adds Outperforming Despite ETF InflowsKokusai Electric (6525…Smartkarma Daily BriefsApril 6, 2024
Daily BriefsMost Read Most Read: Kokusai Electric , Li Auto , Hyundai Home Shopping Network, Best World International, Suruga Bank Ltd, Langham Hospitality Inv Ss, Nidec Corp, Oriental Watch, HD Hyundai Marine Solution and more In today’s briefing: Kokusai Electric (6525 JP): The US$4.8 Billion Lock up ExpiryHSTECH Index Rebalance…Smartkarma Daily BriefsApril 5, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: The TOPIX Big April Basket Flows: ¥200bn a Side Including Many Multi-ADV Flows and more In today’s briefing: The TOPIX Big April Basket Flows: ¥200bn a Side Including Many Multi-ADV…Smartkarma Daily BriefsApril 10, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Riso Kyoiku (4714) Partial Tender (¥320/Sh) Followed by Third Party Dilution To Get Hulic to 51% and more In today’s briefing: Riso Kyoiku (4714) Partial Tender (¥320/Sh) Followed by Third Party Dilution To…Smartkarma Daily BriefsApril 9, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: NTT Data’s ¥1 and more In today’s briefing: NTT Data's ¥1,940/Share Deal For Jastec (9717) - Not Enough But Probably…Smartkarma Daily BriefsApril 8, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: Austal and more In today’s briefing: (Mostly) Asia-Pac M&A: Austal, Best World, Isetan Singapore, Langham Hospitality, Azure, Genex…Smartkarma Daily BriefsApril 7, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Backstory on the Hanmi Science Showdown & KKR’s Likely Tender Offer and more In today’s briefing: Backstory on the Hanmi Science Showdown & KKR's Likely Tender OfferBest World…Smartkarma Daily BriefsApril 6, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Hyundai Home Shopping (057050 KS)’s Partial Offer and more In today’s briefing: Hyundai Home Shopping (057050 KS)'s Partial OfferBest World (BEST SP): Not the…Smartkarma Daily BriefsApril 5, 2024
Daily BriefsECM Daily Brief ECM: Baishan Cloud IPO Preview: Break-Even Is Likely To Be Achieved in 2024 and more In today’s briefing: Baishan Cloud IPO Preview: Break-Even Is Likely To Be Achieved in 2024…Smartkarma Daily BriefsMarch 22, 2024
Daily BriefsECM Daily Brief ECM: Trial Holdings IPO: Trading Debut and more In today’s briefing: Trial Holdings IPO: Trading DebutAkeso Biopharma Placement (9926.HK) - Would Investors Be…Smartkarma Daily BriefsMarch 21, 2024
Daily BriefsECM Daily Brief ECM: Aditya Birla Sun Life AMC OFS – Share Price Has Corrected in Anticipation of the Current Deal and more In today’s briefing: Aditya Birla Sun Life AMC OFS - Share Price Has Corrected in…Smartkarma Daily BriefsMarch 20, 2024
Daily BriefsECM Daily Brief ECM: TCS US$1.1bn Placement – Relatively Small but Isn’t Well Flagged and more In today’s briefing: TCS US$1.1bn Placement - Relatively Small but Isn’t Well Flagged, Could Have…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (18th Mar 2024) – ITC and more In today’s briefing: ECM Weekly (18th Mar 2024) - ITC, Interglobe (Indigo), MS&AD, GlobalWafer, Belle,…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsECM Daily Brief ECM: Astera Labs IPO Valuation Analysis and more In today’s briefing: Astera Labs IPO Valuation AnalysisMigao Group IPO - Last Listing Didn’t Do…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Aster DM Healthcare’s Special Dividend & Restructuring and more In today’s briefing: Aster DM Healthcare's Special Dividend & RestructuringTSMC (2330.TT; TSM.US): US$6.6bn from US…Smartkarma Daily BriefsApril 9, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Healthcare Weekly (Apr.6) – Boom of TCM Injections Is Coming and more In today’s briefing: China Healthcare Weekly (Apr.6) - Boom of TCM Injections Is Coming, Defects…Smartkarma Daily BriefsApril 8, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Yaskawa (6506 JP): Start of a New Factory Automation Growth Cycle and more In today’s briefing: Yaskawa (6506 JP): Start of a New Factory Automation Growth CycleAcadia Healthcare…Smartkarma Daily BriefsApril 7, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: L’Occitane (973 HK): Two Good Moves 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 BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Nidec (6594) | Forget the EV Slump and more In today’s briefing: Nidec (6594) | Forget the EV SlumpBaba's Babies: Co-Parenting Works! Zhong An…Smartkarma Daily BriefsApril 5, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tesla Q1 Deliveries: Look Out Below and more In today’s briefing: Tesla Q1 Deliveries: Look Out BelowNongfu Spring (9633 HK): Strong Results Overshadowed…Smartkarma Daily BriefsApril 4, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Samsung Electronics, Taiwan Semiconductor (TSMC), Maxlinear Inc Class A, Nanya Technology, Naspers , MultiChoice Group, Ubiquiti Inc. and more In today’s briefing: Samsung Electronics: Block Deal Sale of 5.2 Million Shares by Lee Boo-JinSamsung…Smartkarma Daily BriefsApril 9, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Jastec Co Ltd, Hanmi Semiconductor, Taiwan Semiconductor (TSMC) – ADR, Nintendo , United Microelectronics Corp, Shift4 Payments and more In today’s briefing: NTT Data's ¥1,940/Share Deal For Jastec (9717) - Not Enough But Probably…Smartkarma Daily BriefsApril 8, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Kokusai Electric , Rubrik and more In today’s briefing: Weekly Deals Digest (07 Apr) - Kokusai Electric, HD Hyundai Marine, Langham,…Smartkarma Daily BriefsApril 7, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Jastec Co Ltd, Intel Corp, Lions Gate Entertainment and more In today’s briefing: Jastec (9717 JP): NTT Data (9613 JP)’s Tender Offer at JPY1,940Intel's New…Smartkarma Daily BriefsApril 6, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Douzone Bizon, Integral Ad Science Holding , Gorilla Technology Group and more In today’s briefing: The Data Center is the New Compute Unit: Nvidia's Vision for System-Level…Smartkarma Daily BriefsApril 5, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Kokusai Electric , Gambling.com Group and more In today’s briefing: Kokusai Electric (6525 JP): The US$4.8 Billion Lock up ExpiryGambling.Com Group Limited…Smartkarma Daily BriefsApril 4, 2024
ChinaDaily Briefs Daily Brief China: Langham Hospitality Inv Ss, ZhongAn Online P&C Insurance C, Anta Sports Products, DPC Dash, Zongmu Technology and more In today’s briefing: Great Eagle Seeks To Delist Langham Hospitality (1270 HK)Baba's Babies: Co-Parenting Works!…Smartkarma Daily BriefsApril 5, 2024
ChinaDaily Briefs Daily Brief China: Langham Hospitality Inv Ss, Li Auto , Nongfu Spring , Country Garden Services, Oriental Watch, Hansoh Pharmaceutical Group , Anton Oilfield, Beijing Biostar Pharmaceuticals Co Ltd, Gajah Tunggal and more In today’s briefing: Langham Hospitality Investments (1270 HK): Great Eagle (41 HK)’s Possible Scheme PrivatisationHSTECH…Smartkarma Daily BriefsApril 4, 2024
ChinaDaily Briefs Daily Brief China: IntelliCentrics Global Holding, Sciclone Pharmaceuticals, China Communications Construction, Midea Group Co Ltd A, Tcl Multimedia Technology, Dream International, Legend Biotech Corp, China Vanke , Horizon Robotics, Nickel Industries and more In today’s briefing: IntelliCentrics (6819 HK): 18th April "Scheme" VoteSciclone Pharmaceuticals (6600.HK) - The Privatization…Smartkarma Daily BriefsApril 3, 2024
ChinaDaily Briefs Daily Brief China: Tencent, IntelliCentrics Global Holding, Shenzhen International, CSPC Pharmaceutical Group, Tencent Music, Polestar Automotive Holding UK, Dongfang Electric, Wuxi Biologics, Rakuten and more In today’s briefing: China Consumption Weekly (1 Apr 2024): Tencent, Alibaba, Xiaomi, MideaIntelliCentrics (6819 HK):…Smartkarma Daily BriefsApril 2, 2024
ChinaDaily Briefs Daily Brief China: Zhuzhou CRRC Times Electric Co., Ltd., Sciclone Pharmaceuticals, Trip.com, Aier Eye Hospital Group, Tencent, WuXi XDC Cayman , Longfor Properties and more In today’s briefing: A/H Premium Tracker (To 28 Mar 2024): Liquid AH Premia Still Very…Smartkarma Daily BriefsApril 1, 2024
ChinaDaily Briefs Daily Brief China: PDD Holdings, Tencent, Samsonite, Atour Lifestyle Holdings, Contemporary Amperex Technology (CATL) and more In today’s briefing: Asia Ex-Japan Funds: Extremes in Positioning & MomentumHK Connect SOUTHBOUND Flows (To…Smartkarma Daily BriefsMarch 31, 2024
Daily BriefsJapan Daily Brief Japan: Aichi Financial Group , TSE Tokyo Price Index TOPIX, Jade Group, Golf Digest Online and more In today’s briefing: The TOPIX Big April Basket Flows: ¥200bn a Side Including Many Multi-ADV…Smartkarma Daily BriefsApril 10, 2024
Daily BriefsJapan Daily Brief Japan: Riso Kyoiku, Ryohin Keikaku and more In today’s briefing: Riso Kyoiku (4714) Partial Tender (¥320/Sh) Followed by Third Party Dilution To…Smartkarma Daily BriefsApril 9, 2024
Daily BriefsJapan Daily Brief Japan: Jastec Co Ltd, JSR Corp, Nintendo , TSE Tokyo Price Index TOPIX and more In today’s briefing: NTT Data's ¥1,940/Share Deal For Jastec (9717) - Not Enough But Probably…Smartkarma Daily BriefsApril 8, 2024
Daily BriefsJapan Daily Brief Japan: Kokusai Electric , JSR Corp, Yaskawa Electric, Rakuten and more In today’s briefing: Weekly Deals Digest (07 Apr) - Kokusai Electric, HD Hyundai Marine, Langham,…Smartkarma Daily BriefsApril 7, 2024
Daily BriefsJapan Daily Brief Japan: Jastec Co Ltd, TSE Tokyo Price Index TOPIX and more In today’s briefing: Jastec (9717 JP): NTT Data (9613 JP)’s Tender Offer at JPY1,940Will the…Smartkarma Daily BriefsApril 6, 2024
Daily BriefsJapan Daily Brief Japan: Suruga Bank Ltd, Nidec Corp, D.Western Therapeutics Institute Inc. and more In today’s briefing: Suruga Bank (8358 JP) - New Div, New Buyback, New KPIs, New…Smartkarma Daily BriefsApril 5, 2024
Daily BriefsMacro Daily Brief Macro: China Blues and more In today’s briefing: China Blues, Bitcoin Booms!Whither the Yen?Commodities Focus: Without Counter-Measures, Oil Headed to…Smartkarma Daily BriefsMarch 30, 2024
Daily BriefsMacro Daily Brief Macro: Reflation Watch: Has Japan turned a page and more In today’s briefing: Reflation Watch: Has Japan turned a page, and have markets gotten ahead…Smartkarma Daily BriefsMarch 29, 2024
Daily BriefsMacro Daily Brief Macro: 5 Things We Watch – Cyclicals and more In today’s briefing: 5 Things We Watch – Cyclicals, Baltimore Bridge, ECB, USDJPY & SentimentCX…Smartkarma Daily BriefsMarch 28, 2024
Daily BriefsMacro Daily Brief Macro: Energy Cable #62: Biden is selling crude straddles and more In today’s briefing: Energy Cable #62: Biden is selling crude straddles, while something is cooking…Smartkarma Daily BriefsMarch 27, 2024
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