Daily BriefsMost Read Most Read: JSR Corp, CELSYS, Kokusai Electric , Hyundai Home Shopping Network, Austal Ltd, Langham Hospitality Inv Ss, KT Corp, Li Auto , HD Hyundai Marine Solution and more In today’s briefing: JSR (4185 JP) - Activist Murakami-San Goes to 5+%! Bumpitrage? Appraisal Rights?…Smartkarma Daily BriefsApril 4, 2024
Daily BriefsMost Read Most Read: Toyota Industries, JSR Corp, Rakuten, HYBE , CELSYS, SK Square , HD Hyundai Marine Solution , IntelliCentrics Global Holding, Austal Ltd and more In today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownJSR (4185 JP) - Activist Murakami-San…Smartkarma Daily BriefsApril 3, 2024
Daily BriefsMost Read Most Read: Toyota Industries, Sciclone Pharmaceuticals, Samsung C&T, Rakuten, TSE Tokyo Price Index TOPIX, HYBE , Isetan Singapore, Amorepacific Corp, IntelliCentrics Global Holding, HDC Hyundai Development Co-Engineering & Construction and more In today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownSciClone Pharma (6600 HK): Privatisation At…Smartkarma Daily BriefsApril 2, 2024
Daily BriefsMost Read Most Read: Toyota Industries, Samsung C&T, Koito Manufacturing, Samsonite, Zhuzhou CRRC Times Electric Co., Ltd., HD Hyundai Marine Solution , Taiwan Semiconductor (TSMC) – ADR, TSE Tokyo Price Index TOPIX, Sciclone Pharmaceuticals and more In today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownLee Seo-Hyun's Unexpected Return: Implications for…Smartkarma Daily BriefsApril 1, 2024
Daily BriefsMost Read Most Read: ZOZO Inc, Shenzhen New Industries Biomedical Engineering-A, Samsung C&T, NIFTY Index, PDD Holdings, Lawson Inc, Roland DG Corp, Tencent, Toyota Industries and more In today’s briefing: Nikkei 225 Index Rebalance: DISCO, Socionext, ZOZO In; PacMetals, Sumitomo Osaka, Takara…Smartkarma Daily BriefsMarch 31, 2024
Daily BriefsMost Read Most Read: Shenzhen New Industries Biomedical Engineering-A, ZOZO Inc, Socionext, Fast Retailing, Rakuten Bank , Samsung C&T, Angel Robotics and more In today’s briefing: Nikkei 225 Index Rebalance: DISCO, Socionext, ZOZO In; PacMetals, Sumitomo Osaka, Takara…Smartkarma Daily BriefsMarch 30, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Estimating Participation Rate for Hyundai HS Tender Offer and more In today’s briefing: Estimating Participation Rate for Hyundai HS Tender Offer, Currently at a 5%…Smartkarma Daily BriefsApril 4, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: JSR (4185 JP) – Activist Murakami-San Goes to 5+%! Bumpitrage? Appraisal Rights? A Technicality? and more In today’s briefing: JSR (4185 JP) - Activist Murakami-San Goes to 5+%! Bumpitrage? Appraisal Rights?…Smartkarma Daily BriefsApril 3, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: If Rakuten (4755) Combines Financial Units… Who Wins and How? Well… It’s Complicated and more In today’s briefing: If Rakuten (4755) Combines Financial Units... Who Wins and How? Well... It's…Smartkarma Daily BriefsApril 2, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: A/H Premium Tracker (To 28 Mar 2024): Liquid AH Premia Still Very Wide and more In today’s briefing: A/H Premium Tracker (To 28 Mar 2024): Liquid AH Premia Still Very…Smartkarma Daily BriefsApril 1, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A:MMA and more In today’s briefing: (Mostly) Asia-Pac M&A:MMA, Boral, Orecorp, Probiotec, CPMC, CIMC Vehicle, Roland DG, Welbe,…Smartkarma Daily BriefsMarch 31, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Lee Seo-Hyun’s Unexpected Return: Implications for Samsung’s Conglomerate Dynamics and more In today’s briefing: Lee Seo-Hyun's Unexpected Return: Implications for Samsung's Conglomerate DynamicsEnd of Mandatory Lock-Up…Smartkarma Daily BriefsMarch 30, 2024
Daily BriefsECM Daily Brief ECM: Astera Labs IPO Preview and more In today’s briefing: Astera Labs IPO PreviewQunabox Group Pre-IPO Tearsheet Astera Labs IPO PreviewBy Douglas…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsECM Daily Brief ECM: Auntea Jenny (Shanghai) Industrial Pre-IPO – The Positives – Has Benefited from a Growing Network and more In today’s briefing: Auntea Jenny (Shanghai) Industrial Pre-IPO - The Positives - Has Benefited from…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsECM Daily Brief ECM: ITC $2bn Placement – Very Well Flagged but Still Won’t Be an Easy One to Digest and more In today’s briefing: ITC $2bn Placement - Very Well Flagged but Still Won’t Be an…Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsECM Daily Brief ECM: Gopal Snacks Ltd IPO- Forensic Analysis and more In today’s briefing: Gopal Snacks Ltd IPO- Forensic AnalysisSamhyun IPO Bookbuilding Results AnalysisLianlian Digitech IPO:…Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (11th Mar 2024) – Oriental Land and more In today’s briefing: ECM Weekly (11th Mar 2024) - Oriental Land, ARM, Tuhu, Wiwynn, Macrotech,…Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsECM Daily Brief ECM: Shifting Its Planned IPO from New York to London Won’t Address Key Risks Facing SHEIN and more In today’s briefing: Shifting Its Planned IPO from New York to London Won't Address Key…Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: SK Square: Higher NAV Driven by Its Holding in SK Hynix and more In today’s briefing: SK Square: Higher NAV Driven by Its Holding in SK HynixAster DM…Smartkarma Daily BriefsApril 3, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Gap Trades in Korean Prefs Vs Common Share Pairs in 2Q 2024 and more In today’s briefing: Gap Trades in Korean Prefs Vs Common Share Pairs in 2Q 2024China…Smartkarma Daily BriefsApril 2, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Dual-Listings Monitor: TSMC Continues Falling from Extreme Level; CHT at Unusual Discount and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Continues Falling from Extreme Level; CHT at Unusual…Smartkarma Daily BriefsApril 1, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Asia Ex-Japan Funds: Extremes in Positioning & Momentum and more In today’s briefing: Asia Ex-Japan Funds: Extremes in Positioning & MomentumPostcard from Agra | India's…Smartkarma Daily BriefsMarch 31, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: MediaTek (2454.TT): Dimensity 9400 Unveiled in Sep; 2Q24F Sales Could Be a Bit Higher than 1Q24F. and more In today’s briefing: MediaTek (2454.TT): Dimensity 9400 Unveiled in Sep; 2Q24F Sales Could Be a…Smartkarma Daily BriefsMarch 30, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Multi Bintang (MLBI) Q4 2023: Growth Resumes and more In today’s briefing: Multi Bintang (MLBI) Q4 2023: Growth Resumes, 7% Div Yield On the…Smartkarma Daily BriefsMarch 29, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: CELSYS, SK Square , KT Corp, Taiwan Semiconductor (TSMC), Horizon Robotics, Solid State PLC, Spirent Communications and more In today’s briefing: TOPIX Inclusions: Who Is Ready (Apr 2024)SK Square: Higher NAV Driven by…Smartkarma Daily BriefsApril 3, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: HYBE , Tencent, Globalwafers, Ibotta , Vanguard Intl Semiconductor and more In today’s briefing: KRX Imposes a 20% Cap on Weight Ceiling in Sector ETFs with…Smartkarma Daily BriefsApril 2, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Mediatek Inc, TSE Tokyo Price Index TOPIX, Tencent, Asustek Computer and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Continues Falling from Extreme Level; CHT at Unusual…Smartkarma Daily BriefsApril 1, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Roland DG Corp, Tencent and more In today’s briefing: Weekly Deals Digest (31 Mar) - Roland DG, Lawson, SciClone, Probiotec, MMA…Smartkarma Daily BriefsMarch 31, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Mediatek Inc, Angel Robotics , Micron Technology, Factset Research Systems Inc, Accenture Plc Cl A and more In today’s briefing: MediaTek (2454.TT): Dimensity 9400 Unveiled in Sep; 2Q24F Sales Could Be a…Smartkarma Daily BriefsMarch 30, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hon Hai Precision Industry, Bharti Hexacom, Ibotta , Mastercard, Genesys Intl Corp, Astera Labs , ByteDance, Micron Technology, Okinawa Cellular Telephone and more In today’s briefing: Hon Hai (Foxconn): After the 50% Surge, Where Can It Go From…Smartkarma Daily BriefsMarch 29, 2024
ChinaDaily Briefs Daily Brief China: PDD Holdings and more In today’s briefing: PDD Holdings: 6 Growth Factors & 3 Major Challenges In Front Of…Smartkarma Daily BriefsMarch 30, 2024
ChinaDaily Briefs Daily Brief China: CPMC Holdings, Sciclone Pharmaceuticals, Citic Securities (A), Hywin Holdings, ByteDance, China Jinmao Holdings and more In today’s briefing: CPMC (906 HK): Shares Retrace As Clock Ticks On ORG's BidSciClone Pharma…Smartkarma Daily BriefsMarch 29, 2024
ChinaDaily Briefs Daily Brief China: Shenzhou Intl Group Holdings, Noah Holdings, China Resources Beer Holdings, China Everbright Environment, Yuexiu Property , LANTIAN Group Holdings, Beijing Wantai Biological Phar, Health And Happiness (H&H), Sichuan Baicha Baidao Industrial, Yihai Int’L Holding and more In today’s briefing: Shenzhou Intl (2313 HK): Higher Visibility Into Restocking CycleUpdate on active IdeasChina…Smartkarma Daily BriefsMarch 28, 2024
ChinaDaily Briefs Daily Brief China: BYD, Anta Sports Products, CIMC Vehicle Group Co Ltd, Tencent, Alibaba Pictures, Sinotrans, Meituan, Greentown China, CIMC Enric Holdings, Binjiang Service Group and more In today’s briefing: BYD (1211 HK): Strong Revenue in 2023 and to Change Strategy in…Smartkarma Daily BriefsMarch 27, 2024
ChinaDaily Briefs Daily Brief China: Xiaomi Corp, Sun Art Retail, Meituan, AP Moeller – Maersk A/S, Longfor Properties, Kunlun Energy, S.F. Holding, Beijing Health Guard Biotechnology, GL-Carlink Technology and more In today’s briefing: China Consumption Weekly (25 Mar 2024): Xiaomi, Alibaba, Xpeng, Maoyan, JD Health,…Smartkarma Daily BriefsMarch 26, 2024
ChinaDaily Briefs Daily Brief China: Tencent, China Longyuan Power, Travelsky Technology Ltd H, PDD Holdings, J&T Global Express , Shanghai United Imaging Health, Contemporary Amperex Technology (CATL), Fu Shou Yuan, China Resources Sanju Mdcl & Phrm, Hopson Development and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 22 Mar 2024); Strong Net Buying on…Smartkarma Daily BriefsMarch 25, 2024
Daily BriefsJapan Daily Brief Japan: Kokusai Electric , TSE Tokyo Price Index TOPIX, Gajah Tunggal and more In today’s briefing: Kokusai Electric (6525 JP): The US$4.8 Billion Lock up ExpiryThe Rising Number…Smartkarma Daily BriefsApril 4, 2024
Daily BriefsJapan Daily Brief Japan: JSR Corp, CELSYS and more In today’s briefing: JSR (4185 JP) - Activist Murakami-San Goes to 5+%! Bumpitrage? Appraisal Rights?…Smartkarma Daily BriefsApril 3, 2024
Daily BriefsJapan Daily Brief Japan: Rakuten, JSR Corp, TSE Tokyo Price Index TOPIX and more In today’s briefing: If Rakuten (4755) Combines Financial Units... Who Wins and How? Well... It's…Smartkarma Daily BriefsApril 2, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX and more In today’s briefing: Updated Tool (31Mar24) & "Diff File Generator" For TSE "Mgmt Conscious of…Smartkarma Daily BriefsApril 1, 2024
Daily BriefsJapan Daily Brief Japan: Lawson Inc, Roland DG Corp, Toyota Industries, Koito Manufacturing and more In today’s briefing: (Mostly) Asia-Pac M&A:MMA, Boral, Orecorp, Probiotec, CPMC, CIMC Vehicle, Roland DG, Welbe,…Smartkarma Daily BriefsMarch 31, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX, Intloop and more In today’s briefing: Drivers of Corporate Governance Improvement Are the Percentage of Foreign ShareholdingsIntloop (9556)…Smartkarma Daily BriefsMarch 30, 2024
Daily BriefsMacro Daily Brief Macro: CX Daily: U.S. Watchdog Fines Three KPMG China Partners for Audit Violations and more In today’s briefing: CX Daily: U.S. Watchdog Fines Three KPMG China Partners for Audit ViolationsWalker’s…Smartkarma Daily BriefsMarch 23, 2024
Daily BriefsMacro Daily Brief Macro: Hong Kong: A Tale of Two Markets and When to Re-Enter and more In today’s briefing: Hong Kong: A Tale of Two Markets and When to Re-EnterChinese Momentum:…Smartkarma Daily BriefsMarch 22, 2024
Daily BriefsMacro Daily Brief Macro: Federal Reserve Signals “Victory” over Inflation Setting the Stage for the Next Round of Inflation and more In today’s briefing: Federal Reserve Signals “Victory” over Inflation Setting the Stage for the Next…Smartkarma Daily BriefsMarch 21, 2024
Daily BriefsMacro Daily Brief Macro: Korean Government Announces Tax Incentives for Shares Cancellation and Dividends and more In today’s briefing: Korean Government Announces Tax Incentives for Shares Cancellation and DividendsJapan Removes Negative…Smartkarma Daily BriefsMarch 20, 2024
Daily BriefsMacro Daily Brief Macro: Portfolio Watch: Markets sniffing out the Chinese resurgence case and more In today’s briefing: Portfolio Watch: Markets sniffing out the Chinese resurgence caseSteno Signals #91 –…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsMacro Daily Brief Macro: What Really Matters Is Global Liquidity…But It Looks Set to Zag Before It Zigs Higher and more In today’s briefing: What Really Matters Is Global Liquidity...But It Looks Set to Zag Before…Smartkarma Daily BriefsMarch 18, 2024
CryptoDaily Briefs Daily Brief Crypto: The Crypto Bowl is Dead. Long Live the NFT Bowl. and more In today’s briefing: The Crypto Bowl is Dead. Long Live the NFT Bowl. The Crypto…Smartkarma Daily BriefsFebruary 15, 2023
CryptoDaily Briefs Daily Brief Crypto: The End of BUSD and more In today’s briefing: The End of BUSD The End of BUSDBy KaikoPrice Movements: cbETH, Coinbase's liquid…Smartkarma Daily BriefsFebruary 14, 2023
CryptoDaily Briefs Daily Brief Crypto: How to Spot Artificial Volume and more In today’s briefing: How to Spot Artificial VolumeNFTs, Metaverse Get Digital Cold Shoulder in Beijing…Smartkarma Daily BriefsFebruary 11, 2023
CryptoDaily Briefs Daily Brief Crypto: What to Watch in 2023 and more In today’s briefing: What to Watch in 2023CEL Token Inflated By Insiders What to Watch…Smartkarma Daily BriefsFebruary 7, 2023
CryptoDaily Briefs Daily Brief Crypto: Beneath the Surface of Uniswap Pools: Just-In-Time Liquidity and more In today’s briefing: Beneath the Surface of Uniswap Pools: Just-In-Time Liquidity Beneath the Surface of…Smartkarma Daily BriefsFebruary 3, 2023
CryptoDaily Briefs Daily Brief Crypto: Sporting Crypto – Sorare Announce £30m Per-Year Blockbuster Premier League Deal and more In today’s briefing: Sporting Crypto - Sorare Announce £30m Per-Year Blockbuster Premier League Deal Sporting…Smartkarma Daily BriefsFebruary 1, 2023
Daily BriefsMost Read Most Read: JSR Corp, CELSYS, Kokusai Electric , Hyundai Home Shopping Network, Austal Ltd, Langham Hospitality Inv Ss, KT Corp, Li Auto , HD Hyundai Marine Solution and more In today’s briefing: JSR (4185 JP) - Activist Murakami-San Goes to 5+%! Bumpitrage? Appraisal Rights?…Smartkarma Daily BriefsApril 4, 2024
Daily BriefsMost Read Most Read: Toyota Industries, JSR Corp, Rakuten, HYBE , CELSYS, SK Square , HD Hyundai Marine Solution , IntelliCentrics Global Holding, Austal Ltd and more In today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownJSR (4185 JP) - Activist Murakami-San…Smartkarma Daily BriefsApril 3, 2024
Daily BriefsMost Read Most Read: Toyota Industries, Sciclone Pharmaceuticals, Samsung C&T, Rakuten, TSE Tokyo Price Index TOPIX, HYBE , Isetan Singapore, Amorepacific Corp, IntelliCentrics Global Holding, HDC Hyundai Development Co-Engineering & Construction and more In today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownSciClone Pharma (6600 HK): Privatisation At…Smartkarma Daily BriefsApril 2, 2024
Daily BriefsMost Read Most Read: Toyota Industries, Samsung C&T, Koito Manufacturing, Samsonite, Zhuzhou CRRC Times Electric Co., Ltd., HD Hyundai Marine Solution , Taiwan Semiconductor (TSMC) – ADR, TSE Tokyo Price Index TOPIX, Sciclone Pharmaceuticals and more In today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownLee Seo-Hyun's Unexpected Return: Implications for…Smartkarma Daily BriefsApril 1, 2024
Daily BriefsMost Read Most Read: ZOZO Inc, Shenzhen New Industries Biomedical Engineering-A, Samsung C&T, NIFTY Index, PDD Holdings, Lawson Inc, Roland DG Corp, Tencent, Toyota Industries and more In today’s briefing: Nikkei 225 Index Rebalance: DISCO, Socionext, ZOZO In; PacMetals, Sumitomo Osaka, Takara…Smartkarma Daily BriefsMarch 31, 2024
Daily BriefsMost Read Most Read: Shenzhen New Industries Biomedical Engineering-A, ZOZO Inc, Socionext, Fast Retailing, Rakuten Bank , Samsung C&T, Angel Robotics and more In today’s briefing: Nikkei 225 Index Rebalance: DISCO, Socionext, ZOZO In; PacMetals, Sumitomo Osaka, Takara…Smartkarma Daily BriefsMarch 30, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Estimating Participation Rate for Hyundai HS Tender Offer and more In today’s briefing: Estimating Participation Rate for Hyundai HS Tender Offer, Currently at a 5%…Smartkarma Daily BriefsApril 4, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: JSR (4185 JP) – Activist Murakami-San Goes to 5+%! Bumpitrage? Appraisal Rights? A Technicality? and more In today’s briefing: JSR (4185 JP) - Activist Murakami-San Goes to 5+%! Bumpitrage? Appraisal Rights?…Smartkarma Daily BriefsApril 3, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: If Rakuten (4755) Combines Financial Units… Who Wins and How? Well… It’s Complicated and more In today’s briefing: If Rakuten (4755) Combines Financial Units... Who Wins and How? Well... It's…Smartkarma Daily BriefsApril 2, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: A/H Premium Tracker (To 28 Mar 2024): Liquid AH Premia Still Very Wide and more In today’s briefing: A/H Premium Tracker (To 28 Mar 2024): Liquid AH Premia Still Very…Smartkarma Daily BriefsApril 1, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A:MMA and more In today’s briefing: (Mostly) Asia-Pac M&A:MMA, Boral, Orecorp, Probiotec, CPMC, CIMC Vehicle, Roland DG, Welbe,…Smartkarma Daily BriefsMarch 31, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Lee Seo-Hyun’s Unexpected Return: Implications for Samsung’s Conglomerate Dynamics and more In today’s briefing: Lee Seo-Hyun's Unexpected Return: Implications for Samsung's Conglomerate DynamicsEnd of Mandatory Lock-Up…Smartkarma Daily BriefsMarch 30, 2024
Daily BriefsECM Daily Brief ECM: Astera Labs IPO Preview and more In today’s briefing: Astera Labs IPO PreviewQunabox Group Pre-IPO Tearsheet Astera Labs IPO PreviewBy Douglas…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsECM Daily Brief ECM: Auntea Jenny (Shanghai) Industrial Pre-IPO – The Positives – Has Benefited from a Growing Network and more In today’s briefing: Auntea Jenny (Shanghai) Industrial Pre-IPO - The Positives - Has Benefited from…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsECM Daily Brief ECM: ITC $2bn Placement – Very Well Flagged but Still Won’t Be an Easy One to Digest and more In today’s briefing: ITC $2bn Placement - Very Well Flagged but Still Won’t Be an…Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsECM Daily Brief ECM: Gopal Snacks Ltd IPO- Forensic Analysis and more In today’s briefing: Gopal Snacks Ltd IPO- Forensic AnalysisSamhyun IPO Bookbuilding Results AnalysisLianlian Digitech IPO:…Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (11th Mar 2024) – Oriental Land and more In today’s briefing: ECM Weekly (11th Mar 2024) - Oriental Land, ARM, Tuhu, Wiwynn, Macrotech,…Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsECM Daily Brief ECM: Shifting Its Planned IPO from New York to London Won’t Address Key Risks Facing SHEIN and more In today’s briefing: Shifting Its Planned IPO from New York to London Won't Address Key…Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: SK Square: Higher NAV Driven by Its Holding in SK Hynix and more In today’s briefing: SK Square: Higher NAV Driven by Its Holding in SK HynixAster DM…Smartkarma Daily BriefsApril 3, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Gap Trades in Korean Prefs Vs Common Share Pairs in 2Q 2024 and more In today’s briefing: Gap Trades in Korean Prefs Vs Common Share Pairs in 2Q 2024China…Smartkarma Daily BriefsApril 2, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Dual-Listings Monitor: TSMC Continues Falling from Extreme Level; CHT at Unusual Discount and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Continues Falling from Extreme Level; CHT at Unusual…Smartkarma Daily BriefsApril 1, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Asia Ex-Japan Funds: Extremes in Positioning & Momentum and more In today’s briefing: Asia Ex-Japan Funds: Extremes in Positioning & MomentumPostcard from Agra | India's…Smartkarma Daily BriefsMarch 31, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: MediaTek (2454.TT): Dimensity 9400 Unveiled in Sep; 2Q24F Sales Could Be a Bit Higher than 1Q24F. and more In today’s briefing: MediaTek (2454.TT): Dimensity 9400 Unveiled in Sep; 2Q24F Sales Could Be a…Smartkarma Daily BriefsMarch 30, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Multi Bintang (MLBI) Q4 2023: Growth Resumes and more In today’s briefing: Multi Bintang (MLBI) Q4 2023: Growth Resumes, 7% Div Yield On the…Smartkarma Daily BriefsMarch 29, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: CELSYS, SK Square , KT Corp, Taiwan Semiconductor (TSMC), Horizon Robotics, Solid State PLC, Spirent Communications and more In today’s briefing: TOPIX Inclusions: Who Is Ready (Apr 2024)SK Square: Higher NAV Driven by…Smartkarma Daily BriefsApril 3, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: HYBE , Tencent, Globalwafers, Ibotta , Vanguard Intl Semiconductor and more In today’s briefing: KRX Imposes a 20% Cap on Weight Ceiling in Sector ETFs with…Smartkarma Daily BriefsApril 2, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Mediatek Inc, TSE Tokyo Price Index TOPIX, Tencent, Asustek Computer and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Continues Falling from Extreme Level; CHT at Unusual…Smartkarma Daily BriefsApril 1, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Roland DG Corp, Tencent and more In today’s briefing: Weekly Deals Digest (31 Mar) - Roland DG, Lawson, SciClone, Probiotec, MMA…Smartkarma Daily BriefsMarch 31, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Mediatek Inc, Angel Robotics , Micron Technology, Factset Research Systems Inc, Accenture Plc Cl A and more In today’s briefing: MediaTek (2454.TT): Dimensity 9400 Unveiled in Sep; 2Q24F Sales Could Be a…Smartkarma Daily BriefsMarch 30, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hon Hai Precision Industry, Bharti Hexacom, Ibotta , Mastercard, Genesys Intl Corp, Astera Labs , ByteDance, Micron Technology, Okinawa Cellular Telephone and more In today’s briefing: Hon Hai (Foxconn): After the 50% Surge, Where Can It Go From…Smartkarma Daily BriefsMarch 29, 2024
ChinaDaily Briefs Daily Brief China: PDD Holdings and more In today’s briefing: PDD Holdings: 6 Growth Factors & 3 Major Challenges In Front Of…Smartkarma Daily BriefsMarch 30, 2024
ChinaDaily Briefs Daily Brief China: CPMC Holdings, Sciclone Pharmaceuticals, Citic Securities (A), Hywin Holdings, ByteDance, China Jinmao Holdings and more In today’s briefing: CPMC (906 HK): Shares Retrace As Clock Ticks On ORG's BidSciClone Pharma…Smartkarma Daily BriefsMarch 29, 2024
ChinaDaily Briefs Daily Brief China: Shenzhou Intl Group Holdings, Noah Holdings, China Resources Beer Holdings, China Everbright Environment, Yuexiu Property , LANTIAN Group Holdings, Beijing Wantai Biological Phar, Health And Happiness (H&H), Sichuan Baicha Baidao Industrial, Yihai Int’L Holding and more In today’s briefing: Shenzhou Intl (2313 HK): Higher Visibility Into Restocking CycleUpdate on active IdeasChina…Smartkarma Daily BriefsMarch 28, 2024
ChinaDaily Briefs Daily Brief China: BYD, Anta Sports Products, CIMC Vehicle Group Co Ltd, Tencent, Alibaba Pictures, Sinotrans, Meituan, Greentown China, CIMC Enric Holdings, Binjiang Service Group and more In today’s briefing: BYD (1211 HK): Strong Revenue in 2023 and to Change Strategy in…Smartkarma Daily BriefsMarch 27, 2024
ChinaDaily Briefs Daily Brief China: Xiaomi Corp, Sun Art Retail, Meituan, AP Moeller – Maersk A/S, Longfor Properties, Kunlun Energy, S.F. Holding, Beijing Health Guard Biotechnology, GL-Carlink Technology and more In today’s briefing: China Consumption Weekly (25 Mar 2024): Xiaomi, Alibaba, Xpeng, Maoyan, JD Health,…Smartkarma Daily BriefsMarch 26, 2024
ChinaDaily Briefs Daily Brief China: Tencent, China Longyuan Power, Travelsky Technology Ltd H, PDD Holdings, J&T Global Express , Shanghai United Imaging Health, Contemporary Amperex Technology (CATL), Fu Shou Yuan, China Resources Sanju Mdcl & Phrm, Hopson Development and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 22 Mar 2024); Strong Net Buying on…Smartkarma Daily BriefsMarch 25, 2024
Daily BriefsJapan Daily Brief Japan: Kokusai Electric , TSE Tokyo Price Index TOPIX, Gajah Tunggal and more In today’s briefing: Kokusai Electric (6525 JP): The US$4.8 Billion Lock up ExpiryThe Rising Number…Smartkarma Daily BriefsApril 4, 2024
Daily BriefsJapan Daily Brief Japan: JSR Corp, CELSYS and more In today’s briefing: JSR (4185 JP) - Activist Murakami-San Goes to 5+%! Bumpitrage? Appraisal Rights?…Smartkarma Daily BriefsApril 3, 2024
Daily BriefsJapan Daily Brief Japan: Rakuten, JSR Corp, TSE Tokyo Price Index TOPIX and more In today’s briefing: If Rakuten (4755) Combines Financial Units... Who Wins and How? Well... It's…Smartkarma Daily BriefsApril 2, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX and more In today’s briefing: Updated Tool (31Mar24) & "Diff File Generator" For TSE "Mgmt Conscious of…Smartkarma Daily BriefsApril 1, 2024
Daily BriefsJapan Daily Brief Japan: Lawson Inc, Roland DG Corp, Toyota Industries, Koito Manufacturing and more In today’s briefing: (Mostly) Asia-Pac M&A:MMA, Boral, Orecorp, Probiotec, CPMC, CIMC Vehicle, Roland DG, Welbe,…Smartkarma Daily BriefsMarch 31, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX, Intloop and more In today’s briefing: Drivers of Corporate Governance Improvement Are the Percentage of Foreign ShareholdingsIntloop (9556)…Smartkarma Daily BriefsMarch 30, 2024
Daily BriefsMacro Daily Brief Macro: CX Daily: U.S. Watchdog Fines Three KPMG China Partners for Audit Violations and more In today’s briefing: CX Daily: U.S. Watchdog Fines Three KPMG China Partners for Audit ViolationsWalker’s…Smartkarma Daily BriefsMarch 23, 2024
Daily BriefsMacro Daily Brief Macro: Hong Kong: A Tale of Two Markets and When to Re-Enter and more In today’s briefing: Hong Kong: A Tale of Two Markets and When to Re-EnterChinese Momentum:…Smartkarma Daily BriefsMarch 22, 2024
Daily BriefsMacro Daily Brief Macro: Federal Reserve Signals “Victory” over Inflation Setting the Stage for the Next Round of Inflation and more In today’s briefing: Federal Reserve Signals “Victory” over Inflation Setting the Stage for the Next…Smartkarma Daily BriefsMarch 21, 2024
Daily BriefsMacro Daily Brief Macro: Korean Government Announces Tax Incentives for Shares Cancellation and Dividends and more In today’s briefing: Korean Government Announces Tax Incentives for Shares Cancellation and DividendsJapan Removes Negative…Smartkarma Daily BriefsMarch 20, 2024
Daily BriefsMacro Daily Brief Macro: Portfolio Watch: Markets sniffing out the Chinese resurgence case and more In today’s briefing: Portfolio Watch: Markets sniffing out the Chinese resurgence caseSteno Signals #91 –…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsMacro Daily Brief Macro: What Really Matters Is Global Liquidity…But It Looks Set to Zag Before It Zigs Higher and more In today’s briefing: What Really Matters Is Global Liquidity...But It Looks Set to Zag Before…Smartkarma Daily BriefsMarch 18, 2024
CryptoDaily Briefs Daily Brief Crypto: The Crypto Bowl is Dead. Long Live the NFT Bowl. and more In today’s briefing: The Crypto Bowl is Dead. Long Live the NFT Bowl. The Crypto…Smartkarma Daily BriefsFebruary 15, 2023
CryptoDaily Briefs Daily Brief Crypto: The End of BUSD and more In today’s briefing: The End of BUSD The End of BUSDBy KaikoPrice Movements: cbETH, Coinbase's liquid…Smartkarma Daily BriefsFebruary 14, 2023
CryptoDaily Briefs Daily Brief Crypto: How to Spot Artificial Volume and more In today’s briefing: How to Spot Artificial VolumeNFTs, Metaverse Get Digital Cold Shoulder in Beijing…Smartkarma Daily BriefsFebruary 11, 2023
CryptoDaily Briefs Daily Brief Crypto: What to Watch in 2023 and more In today’s briefing: What to Watch in 2023CEL Token Inflated By Insiders What to Watch…Smartkarma Daily BriefsFebruary 7, 2023
CryptoDaily Briefs Daily Brief Crypto: Beneath the Surface of Uniswap Pools: Just-In-Time Liquidity and more In today’s briefing: Beneath the Surface of Uniswap Pools: Just-In-Time Liquidity Beneath the Surface of…Smartkarma Daily BriefsFebruary 3, 2023
CryptoDaily Briefs Daily Brief Crypto: Sporting Crypto – Sorare Announce £30m Per-Year Blockbuster Premier League Deal and more In today’s briefing: Sporting Crypto - Sorare Announce £30m Per-Year Blockbuster Premier League Deal Sporting…Smartkarma Daily BriefsFebruary 1, 2023