Daily BriefsMost Read Most Read: ZOZO Inc, Lawson Inc, Alteogen Inc, Koito Manufacturing, CPMC Holdings, HD Hyundai Marine Solution , Sciclone Pharmaceuticals, RENOVA Inc and more In today’s briefing: Nikkei 225 Index Rebalance: DISCO, Socionext, ZOZO In; PacMetals, Sumitomo Osaka, Takara…Smartkarma Daily BriefsMarch 29, 2024
Daily BriefsMost Read Most Read: ZOZO Inc, Fast Retailing, Shenzhen New Industries Biomedical Engineering-A, Kokusai Electric , HD Hyundai Marine Solution , Lawson Inc, Alteogen Inc, CIMC Vehicle Group Co Ltd and more In today’s briefing: The Bigly March 2024 "Wednesday-Friday Trade" (Surprising Flows)Fast Retailing (9983) - Now…Smartkarma Daily BriefsMarch 28, 2024
Daily BriefsMost Read Most Read: ZOZO Inc, Shenzhen New Industries Biomedical Engineering-A, Kokusai Electric , HD Hyundai Marine Solution , Globalwafers, Shinhan Financial, China Motor, Roland DG Corp, Hana Tour Service and more In today’s briefing: Nikkei 225 Index Rebalance: DISCO, Socionext, ZOZO In; PacMetals, Sumitomo Osaka, Takara…Smartkarma Daily BriefsMarch 27, 2024
Daily BriefsMost Read Most Read: ZOZO Inc, HKBN Ltd, Mma Offshore, APM Human Services Internation, Samsonite, Xiaomi Corp, HD Hyundai , Tata Consultancy Svcs, SillaJen Inc and more In today’s briefing: The Bigly March 2024 "Wednesday-Friday Trade" (Surprising Flows)Mar24 Nikkei 225 Rebal: Zozo…Smartkarma Daily BriefsMarch 26, 2024
Daily BriefsMost Read Most Read: TSE Tokyo Price Index TOPIX, Rakuten Bank , Chilled & Frozen Logistics Holdings, Fast Retailing, Tencent, ZOZO Inc, HKBN Ltd, China Longyuan Power, APM Human Services Internation and more In today’s briefing: The Bigly March 2024 "Wednesday-Friday Trade" (Surprising Flows)JAPAN FLOW: Foreigners Vs Cross-Holding…Smartkarma Daily BriefsMarch 25, 2024
Daily BriefsMost Read Most Read: Yankuang Energy Group, Shenzhen New Industries Biomedical Engineering-A, ZOZO Inc, Nikkei 225, PDD Holdings, HLB Life Science, JSR Corp, Shinko Electric Industries, HKBN Ltd and more In today’s briefing: Index Rebalance & ETF Flow Recap: STAR50/100, FXI, NIFTY/NEXT50, S&P500, KOSPI, Goodman,…Smartkarma Daily BriefsMarch 24, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Koito Mfg (7276) – New Medium Term Plan and more In today’s briefing: Koito Mfg (7276) - New Medium Term Plan, BIG Buyback, Even Bigger…Smartkarma Daily BriefsMarch 29, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: KDDI Launches Tender To Buy Out Lawson (2651) – Still Far Too Cheap and more In today’s briefing: KDDI Launches Tender To Buy Out Lawson (2651) - Still Far Too…Smartkarma Daily BriefsMarch 28, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Roland DG (6789 JP): Taiyo Hoping for the Best as Brother Plays the Waiting Game and more In today’s briefing: Roland DG (6789 JP): Taiyo Hoping for the Best as Brother Plays…Smartkarma Daily BriefsMarch 27, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: MMA Offshore: A$2.60/Share Cash Offer From Seraya Partners and more In today’s briefing: MMA Offshore: A$2.60/Share Cash Offer From Seraya PartnersSamsonite (1910 HK): Dual-Listing MusingsSillaJen…Smartkarma Daily BriefsMarch 26, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HK Connect SOUTHBOUND Flows (To 22 Mar 2024); Strong Net Buying on Tencent and ETFs and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 22 Mar 2024); Strong Net Buying on…Smartkarma Daily BriefsMarch 25, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: EQD | Nikkei 225 Flying High and more In today’s briefing: EQD | Nikkei 225 Flying High, Don't Burn Your Wings....(Mostly) Asia-Pac M&A:…Smartkarma Daily BriefsMarch 24, 2024
Daily BriefsECM Daily Brief ECM: Nippon Express (9147 JP): The Current Playbook and more In today’s briefing: Nippon Express (9147 JP): The Current PlaybookClassys: One of Korea's Top Beauty…Smartkarma Daily BriefsMarch 9, 2024
Daily BriefsECM Daily Brief ECM: Oriental Land Co Placement – Relatively Small One to Digest and more In today’s briefing: Oriental Land Co Placement - Relatively Small One to Digest, Overhang Might…Smartkarma Daily BriefsMarch 8, 2024
Daily BriefsECM Daily Brief ECM: Shinhan Financial Group Placement – Recent Selldowns Have Held up Since and more In today’s briefing: Shinhan Financial Group Placement - Recent Selldowns Have Held up Since, Momentum…Smartkarma Daily BriefsMarch 7, 2024
Daily BriefsECM Daily Brief ECM: Ola Electric Pre-IPO Peer Comparison – Increasing Competition and more In today’s briefing: Ola Electric Pre-IPO Peer Comparison - Increasing Competition, but It’s Still the…Smartkarma Daily BriefsMarch 6, 2024
Daily BriefsECM Daily Brief ECM: Trial Holdings IPO – Not Wholly Convinced but a Strong Market Should Help and more In today’s briefing: Trial Holdings IPO - Not Wholly Convinced but a Strong Market Should…Smartkarma Daily BriefsMarch 5, 2024
Daily BriefsECM Daily Brief ECM: Trial Holdings IPO: Valuation Thoughts and more In today’s briefing: Trial Holdings IPO: Valuation ThoughtsNippon Express Placement - Lukewarm Track Record, Although…Smartkarma Daily BriefsMarch 4, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Fast Retailing: Earnings Preview and more In today’s briefing: Fast Retailing: Earnings PreviewMitsubishi Heavy Industries (7011 JP): Take Profits and Wait…Smartkarma Daily BriefsMarch 28, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: BYD (1211 HK): Strong Revenue in 2023 and to Change Strategy in 2024 and more In today’s briefing: BYD (1211 HK): Strong Revenue in 2023 and to Change Strategy in…Smartkarma Daily BriefsMarch 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Consumption Weekly (25 Mar 2024): Xiaomi and more In today’s briefing: China Consumption Weekly (25 Mar 2024): Xiaomi, Alibaba, Xpeng, Maoyan, JD Health,…Smartkarma Daily BriefsMarch 26, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Travelsky (696 HK): Big Jan and Feb so Far and more In today’s briefing: Travelsky (696 HK): Big Jan and Feb so FarPinduoduo (PDD US): Growth…Smartkarma Daily BriefsMarch 25, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: [PDD Holdings (PDD US and more In today’s briefing: : Bargain Valuation, Even if Temu DisappearsTencent Posts Weaker Quarterly Results Amid…Smartkarma Daily BriefsMarch 24, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: GoTo Gojek Tokopedia (GOTO IJ) – Warming Up the New Engines of Growth and more In today’s briefing: GoTo Gojek Tokopedia (GOTO IJ) - Warming Up the New Engines of…Smartkarma Daily BriefsMarch 23, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: ACI Worldwide, AudioEye , Datatec Limited, QYOU Media and more In today’s briefing: ACI Worldwide: Initiation Of Coverage - Expansion of SaaS Businesses & Improved…Smartkarma Daily BriefsMarch 28, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Globalwafers, Roland DG Corp, Micron Technology, Tencent, Delta Electronics, Bharti Hexacom, WCP, Charter Communications , Oracle Corp, Zhejiang Taimei Medical Technology Co Ltd and more In today’s briefing: Globalwafers GDR Offering - Coming to Market Earlier than AnticipatedRoland DG (6789…Smartkarma Daily BriefsMarch 27, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Xiaomi Corp, Taiwan Semiconductor (TSMC) – ADR, Bharti Hexacom, Accredify , Carta Holdings, Inc., Jumbotail Technologies Pvt , GL-Carlink Technology, Nano Dimension , NVIDIA Corp, AI Palette and more In today’s briefing: China Consumption Weekly (25 Mar 2024): Xiaomi, Alibaba, Xpeng, Maoyan, JD Health,…Smartkarma Daily BriefsMarch 26, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Travelsky Technology Ltd H, SPDR S&P 500, Tata Consultancy Svcs, Marathon Digital Holdings and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 22 Mar 2024); Strong Net Buying on…Smartkarma Daily BriefsMarch 25, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Tencent, HKBN Ltd and more In today’s briefing: Weekly Deals Digest (24 Mar) - Shinko, C&F Logistics, JSR, IntelliCentrics, SciClone,…Smartkarma Daily BriefsMarch 24, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Link Administration, Nanya Technology, Ant Group, Adobe Systems, Jabil Circuit, Kuaishou Technology, Intel Corp, PagerDuty Inc, Sunny Optical Technology Group, Science Applications Inte and more In today’s briefing: Link Admin (LNK AU): 24th April Shareholder VoteMemory Monitor: Micron Leapfrogging Into…Smartkarma Daily BriefsMarch 23, 2024
ChinaDaily Briefs Daily Brief China: PDD Holdings, Tencent, HKBN Ltd, Hang Seng Index and more In today’s briefing: : Bargain Valuation, Even if Temu DisappearsTencent Posts Weaker Quarterly Results Amid…Smartkarma Daily BriefsMarch 24, 2024
ChinaDaily Briefs Daily Brief China: Ant Group, Kuaishou Technology, Shui On Land, Sunny Optical Technology Group, ZTO Express Cayman and more In today’s briefing: Ant Group Completes Microloan Business Reshuffle : Prime Beneficiary of Playlet Induced…Smartkarma Daily BriefsMarch 23, 2024
ChinaDaily Briefs Daily Brief China: Pop Mart International Group L, IntelliCentrics Global Holding, NetEase , Xiaomi Corp, Kuaishou Technology, BaishanCloud, Road King Infrastructure and more In today’s briefing: Pop Mart (9992 HK): International Expansion Is For RealIntelliCentrics (6819 HK): Clean,…Smartkarma Daily BriefsMarch 22, 2024
ChinaDaily Briefs Daily Brief China: Giordano International, IntelliCentrics Global Holding, Tencent, Akeso Biopharma Inc, Xtep International, PDD Holdings, Carote Ltd, Lufax Holding and more In today’s briefing: Giordano (709 HK): A Closer Look At The Shareholder Register Ahead Of…Smartkarma Daily BriefsMarch 21, 2024
ChinaDaily Briefs Daily Brief China: Swire Pacific (A), Sciclone Pharmaceuticals, Tencent, Sun Art Retail, Longfor Properties, West China Cement, WuXi AppTec, Taste Gourmet and more In today’s briefing: Swire Pac (19 HK): Flying HighSciClone Pharma (6600 HK): GL Capital Consortium…Smartkarma Daily BriefsMarch 20, 2024
ChinaDaily Briefs Daily Brief China: China Resources Beer Holdings, Sichuan Baicha Baidao Industrial, Health And Happiness (H&H) and more In today’s briefing: Cheers! Raise a Glass to China Resources Beer (0291.HK)Pre-IPO Sichuan Baicha Baidao…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsJapan Daily Brief Japan: Koito Manufacturing, RENOVA Inc, Rakuten Bank , Okinawa Cellular Telephone and more In today’s briefing: Koito Mfg (7276) - New Medium Term Plan, BIG Buyback, Even Bigger…Smartkarma Daily BriefsMarch 29, 2024
Daily BriefsJapan Daily Brief Japan: Lawson Inc, Fast Retailing, Mitsubishi Heavy Industries, Eiken Chemical, Nippon Television, FamilyMart Co Ltd and more In today’s briefing: KDDI Launches Tender To Buy Out Lawson (2651) - Still Far Too…Smartkarma Daily BriefsMarch 28, 2024
Daily BriefsJapan Daily Brief Japan: Roland DG Corp, TSE Tokyo Price Index TOPIX, Look Holdings Incorporated and more In today’s briefing: Roland DG (6789 JP): Taiyo Hoping for the Best as Brother Plays…Smartkarma Daily BriefsMarch 27, 2024
Daily BriefsJapan Daily Brief Japan: Resona Holdings, United Arrows, Carta Holdings, Inc. and more In today’s briefing: Japanese Banks – Cash Balances and the BoJ’s Negative Interest Rate Policy…Smartkarma Daily BriefsMarch 26, 2024
Daily BriefsJapan Daily Brief Japan: ZOZO Inc, Hogy Medical and more In today’s briefing: Mar24 Nikkei 225 Rebal: Zozo (3092) And Other ADDs UpdateHogy Medical (3593):…Smartkarma Daily BriefsMarch 25, 2024
Daily BriefsJapan Daily Brief Japan: Nikkei 225, JSR Corp, Shinko Electric Industries, Fast Retailing, TSE Tokyo Price Index TOPIX and more In today’s briefing: EQD | Nikkei 225 Flying High, Don't Burn Your Wings....(Mostly) Asia-Pac M&A:…Smartkarma Daily BriefsMarch 24, 2024
Daily BriefsMacro Daily Brief Macro: The Weekly Market Monitor – The End of Goldilocks? and more In today’s briefing: The Weekly Market Monitor – The End of Goldilocks? The Weekly Market…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsMacro Daily Brief Macro: Long Volatility & Gold and more In today’s briefing: Long Volatility & Gold, Caution on Equities, and Short Dollar & Oil…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsMacro Daily Brief Macro: On A Slow Boat To China and more In today’s briefing: On A Slow Boat To ChinaRotating EM Flows: From Japan to Emerging…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsMacro Daily Brief Macro: China Moves to Directly Support the Market and more In today’s briefing: China Moves to Directly Support the Market5 Things We Watch – US…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsMacro Daily Brief Macro: US Inflation: Bad Enough for Powell to Change Course? and more In today’s briefing: US Inflation: Bad Enough for Powell to Change Course?Positioning Watch – Bye…Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsMacro Daily Brief Macro: Steno Signals #90 – More Liquidity to the Most Hated Rally in Recent History and more In today’s briefing: Steno Signals #90 – More Liquidity to the Most Hated Rally in…Smartkarma Daily BriefsMarch 12, 2024
CryptoDaily Briefs Daily Brief Crypto: What Is Kyber Network and How Does It Work? and more In today’s briefing: What Is Kyber Network and How Does It Work?What Is an NFT…Smartkarma Daily BriefsJanuary 28, 2023
CryptoDaily Briefs Daily Brief Crypto: FTT Returns From the Dead and more In today’s briefing: FTT Returns From the Dead FTT Returns From the DeadBy KaikoPrice Movements: BTC…Smartkarma Daily BriefsJanuary 24, 2023
CryptoDaily Briefs Daily Brief Crypto: The Three-Stablecoin Problem and more In today’s briefing: The Three-Stablecoin Problem The Three-Stablecoin ProblemBy KaikoIn six years, stablecoins have grown…Smartkarma Daily BriefsJanuary 21, 2023
CryptoDaily Briefs Daily Brief Crypto: Crypto Lending Series #3: Light at the End of the Tunnel? and more In today’s briefing: Crypto Lending Series #3: Light at the End of the Tunnel?ZaynFi, a…Smartkarma Daily BriefsJanuary 20, 2023
CryptoDaily Briefs Daily Brief Crypto: Sporting Crypto – 16th Jan 2023: Manchester United Football Club’s NFT Drop and more In today’s briefing: Sporting Crypto - 16th Jan 2023: Manchester United Football Club's NFT Drop…Smartkarma Daily BriefsJanuary 18, 2023
CryptoDaily Briefs Daily Brief Crypto: No Worry and more In today’s briefing: No Worry, DCG, Genesis, and Grayscale Won’t Cause Another Crash in the…Smartkarma Daily BriefsJanuary 17, 2023
Daily BriefsMost Read Most Read: ZOZO Inc, Lawson Inc, Alteogen Inc, Koito Manufacturing, CPMC Holdings, HD Hyundai Marine Solution , Sciclone Pharmaceuticals, RENOVA Inc and more In today’s briefing: Nikkei 225 Index Rebalance: DISCO, Socionext, ZOZO In; PacMetals, Sumitomo Osaka, Takara…Smartkarma Daily BriefsMarch 29, 2024
Daily BriefsMost Read Most Read: ZOZO Inc, Fast Retailing, Shenzhen New Industries Biomedical Engineering-A, Kokusai Electric , HD Hyundai Marine Solution , Lawson Inc, Alteogen Inc, CIMC Vehicle Group Co Ltd and more In today’s briefing: The Bigly March 2024 "Wednesday-Friday Trade" (Surprising Flows)Fast Retailing (9983) - Now…Smartkarma Daily BriefsMarch 28, 2024
Daily BriefsMost Read Most Read: ZOZO Inc, Shenzhen New Industries Biomedical Engineering-A, Kokusai Electric , HD Hyundai Marine Solution , Globalwafers, Shinhan Financial, China Motor, Roland DG Corp, Hana Tour Service and more In today’s briefing: Nikkei 225 Index Rebalance: DISCO, Socionext, ZOZO In; PacMetals, Sumitomo Osaka, Takara…Smartkarma Daily BriefsMarch 27, 2024
Daily BriefsMost Read Most Read: ZOZO Inc, HKBN Ltd, Mma Offshore, APM Human Services Internation, Samsonite, Xiaomi Corp, HD Hyundai , Tata Consultancy Svcs, SillaJen Inc and more In today’s briefing: The Bigly March 2024 "Wednesday-Friday Trade" (Surprising Flows)Mar24 Nikkei 225 Rebal: Zozo…Smartkarma Daily BriefsMarch 26, 2024
Daily BriefsMost Read Most Read: TSE Tokyo Price Index TOPIX, Rakuten Bank , Chilled & Frozen Logistics Holdings, Fast Retailing, Tencent, ZOZO Inc, HKBN Ltd, China Longyuan Power, APM Human Services Internation and more In today’s briefing: The Bigly March 2024 "Wednesday-Friday Trade" (Surprising Flows)JAPAN FLOW: Foreigners Vs Cross-Holding…Smartkarma Daily BriefsMarch 25, 2024
Daily BriefsMost Read Most Read: Yankuang Energy Group, Shenzhen New Industries Biomedical Engineering-A, ZOZO Inc, Nikkei 225, PDD Holdings, HLB Life Science, JSR Corp, Shinko Electric Industries, HKBN Ltd and more In today’s briefing: Index Rebalance & ETF Flow Recap: STAR50/100, FXI, NIFTY/NEXT50, S&P500, KOSPI, Goodman,…Smartkarma Daily BriefsMarch 24, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Koito Mfg (7276) – New Medium Term Plan and more In today’s briefing: Koito Mfg (7276) - New Medium Term Plan, BIG Buyback, Even Bigger…Smartkarma Daily BriefsMarch 29, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: KDDI Launches Tender To Buy Out Lawson (2651) – Still Far Too Cheap and more In today’s briefing: KDDI Launches Tender To Buy Out Lawson (2651) - Still Far Too…Smartkarma Daily BriefsMarch 28, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Roland DG (6789 JP): Taiyo Hoping for the Best as Brother Plays the Waiting Game and more In today’s briefing: Roland DG (6789 JP): Taiyo Hoping for the Best as Brother Plays…Smartkarma Daily BriefsMarch 27, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: MMA Offshore: A$2.60/Share Cash Offer From Seraya Partners and more In today’s briefing: MMA Offshore: A$2.60/Share Cash Offer From Seraya PartnersSamsonite (1910 HK): Dual-Listing MusingsSillaJen…Smartkarma Daily BriefsMarch 26, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HK Connect SOUTHBOUND Flows (To 22 Mar 2024); Strong Net Buying on Tencent and ETFs and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 22 Mar 2024); Strong Net Buying on…Smartkarma Daily BriefsMarch 25, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: EQD | Nikkei 225 Flying High and more In today’s briefing: EQD | Nikkei 225 Flying High, Don't Burn Your Wings....(Mostly) Asia-Pac M&A:…Smartkarma Daily BriefsMarch 24, 2024
Daily BriefsECM Daily Brief ECM: Nippon Express (9147 JP): The Current Playbook and more In today’s briefing: Nippon Express (9147 JP): The Current PlaybookClassys: One of Korea's Top Beauty…Smartkarma Daily BriefsMarch 9, 2024
Daily BriefsECM Daily Brief ECM: Oriental Land Co Placement – Relatively Small One to Digest and more In today’s briefing: Oriental Land Co Placement - Relatively Small One to Digest, Overhang Might…Smartkarma Daily BriefsMarch 8, 2024
Daily BriefsECM Daily Brief ECM: Shinhan Financial Group Placement – Recent Selldowns Have Held up Since and more In today’s briefing: Shinhan Financial Group Placement - Recent Selldowns Have Held up Since, Momentum…Smartkarma Daily BriefsMarch 7, 2024
Daily BriefsECM Daily Brief ECM: Ola Electric Pre-IPO Peer Comparison – Increasing Competition and more In today’s briefing: Ola Electric Pre-IPO Peer Comparison - Increasing Competition, but It’s Still the…Smartkarma Daily BriefsMarch 6, 2024
Daily BriefsECM Daily Brief ECM: Trial Holdings IPO – Not Wholly Convinced but a Strong Market Should Help and more In today’s briefing: Trial Holdings IPO - Not Wholly Convinced but a Strong Market Should…Smartkarma Daily BriefsMarch 5, 2024
Daily BriefsECM Daily Brief ECM: Trial Holdings IPO: Valuation Thoughts and more In today’s briefing: Trial Holdings IPO: Valuation ThoughtsNippon Express Placement - Lukewarm Track Record, Although…Smartkarma Daily BriefsMarch 4, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Fast Retailing: Earnings Preview and more In today’s briefing: Fast Retailing: Earnings PreviewMitsubishi Heavy Industries (7011 JP): Take Profits and Wait…Smartkarma Daily BriefsMarch 28, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: BYD (1211 HK): Strong Revenue in 2023 and to Change Strategy in 2024 and more In today’s briefing: BYD (1211 HK): Strong Revenue in 2023 and to Change Strategy in…Smartkarma Daily BriefsMarch 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Consumption Weekly (25 Mar 2024): Xiaomi and more In today’s briefing: China Consumption Weekly (25 Mar 2024): Xiaomi, Alibaba, Xpeng, Maoyan, JD Health,…Smartkarma Daily BriefsMarch 26, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Travelsky (696 HK): Big Jan and Feb so Far and more In today’s briefing: Travelsky (696 HK): Big Jan and Feb so FarPinduoduo (PDD US): Growth…Smartkarma Daily BriefsMarch 25, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: [PDD Holdings (PDD US and more In today’s briefing: : Bargain Valuation, Even if Temu DisappearsTencent Posts Weaker Quarterly Results Amid…Smartkarma Daily BriefsMarch 24, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: GoTo Gojek Tokopedia (GOTO IJ) – Warming Up the New Engines of Growth and more In today’s briefing: GoTo Gojek Tokopedia (GOTO IJ) - Warming Up the New Engines of…Smartkarma Daily BriefsMarch 23, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: ACI Worldwide, AudioEye , Datatec Limited, QYOU Media and more In today’s briefing: ACI Worldwide: Initiation Of Coverage - Expansion of SaaS Businesses & Improved…Smartkarma Daily BriefsMarch 28, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Globalwafers, Roland DG Corp, Micron Technology, Tencent, Delta Electronics, Bharti Hexacom, WCP, Charter Communications , Oracle Corp, Zhejiang Taimei Medical Technology Co Ltd and more In today’s briefing: Globalwafers GDR Offering - Coming to Market Earlier than AnticipatedRoland DG (6789…Smartkarma Daily BriefsMarch 27, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Xiaomi Corp, Taiwan Semiconductor (TSMC) – ADR, Bharti Hexacom, Accredify , Carta Holdings, Inc., Jumbotail Technologies Pvt , GL-Carlink Technology, Nano Dimension , NVIDIA Corp, AI Palette and more In today’s briefing: China Consumption Weekly (25 Mar 2024): Xiaomi, Alibaba, Xpeng, Maoyan, JD Health,…Smartkarma Daily BriefsMarch 26, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Travelsky Technology Ltd H, SPDR S&P 500, Tata Consultancy Svcs, Marathon Digital Holdings and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 22 Mar 2024); Strong Net Buying on…Smartkarma Daily BriefsMarch 25, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Tencent, HKBN Ltd and more In today’s briefing: Weekly Deals Digest (24 Mar) - Shinko, C&F Logistics, JSR, IntelliCentrics, SciClone,…Smartkarma Daily BriefsMarch 24, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Link Administration, Nanya Technology, Ant Group, Adobe Systems, Jabil Circuit, Kuaishou Technology, Intel Corp, PagerDuty Inc, Sunny Optical Technology Group, Science Applications Inte and more In today’s briefing: Link Admin (LNK AU): 24th April Shareholder VoteMemory Monitor: Micron Leapfrogging Into…Smartkarma Daily BriefsMarch 23, 2024
ChinaDaily Briefs Daily Brief China: PDD Holdings, Tencent, HKBN Ltd, Hang Seng Index and more In today’s briefing: : Bargain Valuation, Even if Temu DisappearsTencent Posts Weaker Quarterly Results Amid…Smartkarma Daily BriefsMarch 24, 2024
ChinaDaily Briefs Daily Brief China: Ant Group, Kuaishou Technology, Shui On Land, Sunny Optical Technology Group, ZTO Express Cayman and more In today’s briefing: Ant Group Completes Microloan Business Reshuffle : Prime Beneficiary of Playlet Induced…Smartkarma Daily BriefsMarch 23, 2024
ChinaDaily Briefs Daily Brief China: Pop Mart International Group L, IntelliCentrics Global Holding, NetEase , Xiaomi Corp, Kuaishou Technology, BaishanCloud, Road King Infrastructure and more In today’s briefing: Pop Mart (9992 HK): International Expansion Is For RealIntelliCentrics (6819 HK): Clean,…Smartkarma Daily BriefsMarch 22, 2024
ChinaDaily Briefs Daily Brief China: Giordano International, IntelliCentrics Global Holding, Tencent, Akeso Biopharma Inc, Xtep International, PDD Holdings, Carote Ltd, Lufax Holding and more In today’s briefing: Giordano (709 HK): A Closer Look At The Shareholder Register Ahead Of…Smartkarma Daily BriefsMarch 21, 2024
ChinaDaily Briefs Daily Brief China: Swire Pacific (A), Sciclone Pharmaceuticals, Tencent, Sun Art Retail, Longfor Properties, West China Cement, WuXi AppTec, Taste Gourmet and more In today’s briefing: Swire Pac (19 HK): Flying HighSciClone Pharma (6600 HK): GL Capital Consortium…Smartkarma Daily BriefsMarch 20, 2024
ChinaDaily Briefs Daily Brief China: China Resources Beer Holdings, Sichuan Baicha Baidao Industrial, Health And Happiness (H&H) and more In today’s briefing: Cheers! Raise a Glass to China Resources Beer (0291.HK)Pre-IPO Sichuan Baicha Baidao…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsJapan Daily Brief Japan: Koito Manufacturing, RENOVA Inc, Rakuten Bank , Okinawa Cellular Telephone and more In today’s briefing: Koito Mfg (7276) - New Medium Term Plan, BIG Buyback, Even Bigger…Smartkarma Daily BriefsMarch 29, 2024
Daily BriefsJapan Daily Brief Japan: Lawson Inc, Fast Retailing, Mitsubishi Heavy Industries, Eiken Chemical, Nippon Television, FamilyMart Co Ltd and more In today’s briefing: KDDI Launches Tender To Buy Out Lawson (2651) - Still Far Too…Smartkarma Daily BriefsMarch 28, 2024
Daily BriefsJapan Daily Brief Japan: Roland DG Corp, TSE Tokyo Price Index TOPIX, Look Holdings Incorporated and more In today’s briefing: Roland DG (6789 JP): Taiyo Hoping for the Best as Brother Plays…Smartkarma Daily BriefsMarch 27, 2024
Daily BriefsJapan Daily Brief Japan: Resona Holdings, United Arrows, Carta Holdings, Inc. and more In today’s briefing: Japanese Banks – Cash Balances and the BoJ’s Negative Interest Rate Policy…Smartkarma Daily BriefsMarch 26, 2024
Daily BriefsJapan Daily Brief Japan: ZOZO Inc, Hogy Medical and more In today’s briefing: Mar24 Nikkei 225 Rebal: Zozo (3092) And Other ADDs UpdateHogy Medical (3593):…Smartkarma Daily BriefsMarch 25, 2024
Daily BriefsJapan Daily Brief Japan: Nikkei 225, JSR Corp, Shinko Electric Industries, Fast Retailing, TSE Tokyo Price Index TOPIX and more In today’s briefing: EQD | Nikkei 225 Flying High, Don't Burn Your Wings....(Mostly) Asia-Pac M&A:…Smartkarma Daily BriefsMarch 24, 2024
Daily BriefsMacro Daily Brief Macro: The Weekly Market Monitor – The End of Goldilocks? and more In today’s briefing: The Weekly Market Monitor – The End of Goldilocks? The Weekly Market…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsMacro Daily Brief Macro: Long Volatility & Gold and more In today’s briefing: Long Volatility & Gold, Caution on Equities, and Short Dollar & Oil…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsMacro Daily Brief Macro: On A Slow Boat To China and more In today’s briefing: On A Slow Boat To ChinaRotating EM Flows: From Japan to Emerging…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsMacro Daily Brief Macro: China Moves to Directly Support the Market and more In today’s briefing: China Moves to Directly Support the Market5 Things We Watch – US…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsMacro Daily Brief Macro: US Inflation: Bad Enough for Powell to Change Course? and more In today’s briefing: US Inflation: Bad Enough for Powell to Change Course?Positioning Watch – Bye…Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsMacro Daily Brief Macro: Steno Signals #90 – More Liquidity to the Most Hated Rally in Recent History and more In today’s briefing: Steno Signals #90 – More Liquidity to the Most Hated Rally in…Smartkarma Daily BriefsMarch 12, 2024
CryptoDaily Briefs Daily Brief Crypto: What Is Kyber Network and How Does It Work? and more In today’s briefing: What Is Kyber Network and How Does It Work?What Is an NFT…Smartkarma Daily BriefsJanuary 28, 2023
CryptoDaily Briefs Daily Brief Crypto: FTT Returns From the Dead and more In today’s briefing: FTT Returns From the Dead FTT Returns From the DeadBy KaikoPrice Movements: BTC…Smartkarma Daily BriefsJanuary 24, 2023
CryptoDaily Briefs Daily Brief Crypto: The Three-Stablecoin Problem and more In today’s briefing: The Three-Stablecoin Problem The Three-Stablecoin ProblemBy KaikoIn six years, stablecoins have grown…Smartkarma Daily BriefsJanuary 21, 2023
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