Daily BriefsMost Read Most Read: ZOZO Inc, Shenzhen New Industries Biomedical Engineering-A, Korea Stock Exchange Kospi Index, Samsonite, ISC Co Ltd, Chilled & Frozen Logistics Holdings, James Hardie Industries Plc, Link Administration, GoTo Gojek Tokopedia Tbk PT and more In today’s briefing: The Bigly March 2024 "Wednesday-Friday Trade" (Surprising Flows)CSI300 Index Rebalance Preview: Potential…Smartkarma Daily BriefsMarch 23, 2024
Daily BriefsMost Read Most Read: ZOZO Inc, Chilled & Frozen Logistics Holdings, WT Microelectronics, Link Administration, Pop Mart International Group L, IntelliCentrics Global Holding, James Hardie Industries Plc, PSK Holdings Inc and more In today’s briefing: The Bigly March 2024 "Wednesday-Friday Trade" (Surprising Flows)Chilled & Frozen Logistics (9099)…Smartkarma Daily BriefsMarch 22, 2024
Daily BriefsMost Read Most Read: ZOZO Inc, Shinko Electric Industries, Giordano International, Trial Holdings, Snow Peak Inc, IntelliCentrics Global Holding, Doosan Robotics , Akeso Biopharma Inc and more In today’s briefing: The Bigly March 2024 "Wednesday-Friday Trade" (Surprising Flows)Shinko Electric (6967 JP): Tender…Smartkarma Daily BriefsMarch 21, 2024
Daily BriefsMost Read Most Read: Fast Retailing, JSR Corp, Tokio Marine Holdings, Tata Consultancy Svcs, E.W. Scripps Co/The A, Swire Pacific (A), Shinko Electric Industries, Boral Ltd and more In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsJSR (4185 JP) -…Smartkarma Daily BriefsMarch 20, 2024
Daily BriefsMost Read Most Read: Fast Retailing, JSR Corp, Korea Stock Exchange Kospi Index, Tata Consultancy Svcs, ITC Ltd, E.W. Scripps Co/The A, Orecorp Ltd, LG Corp, Samsung C&T and more In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsJSR (4185 JP) -…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsMost Read Most Read: Fast Retailing, TSE Tokyo Price Index TOPIX, Tencent, Ganfeng Lithium, Korea Stock Exchange Kospi Index, Taiwan Semiconductor (TSMC), Roland DG Corp, Aida Engineering, Taiwan Semiconductor (TSMC) – ADR, Evergreen Marine Corp and more In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsUpdated Tool and New…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Link Admin (LNK AU): 24th April Shareholder Vote and more In today’s briefing: Link Admin (LNK AU): 24th April Shareholder VoteHLB Life Science: Impact of…Smartkarma Daily BriefsMarch 23, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Chilled & Frozen Logistics (9099) – Hostile Takeover Launched by AZ-Com Maruwa (9090) and more In today’s briefing: Chilled & Frozen Logistics (9099) - Hostile Takeover Launched by AZ-Com Maruwa…Smartkarma Daily BriefsMarch 22, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: The Bigly March 2024 “Wednesday-Friday Trade” (Surprising Flows) and more In today’s briefing: The Bigly March 2024 "Wednesday-Friday Trade" (Surprising Flows)Giordano (709 HK): A Closer…Smartkarma Daily BriefsMarch 21, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Shinko Electric (6967 JP): Tender State of Play and more In today’s briefing: Shinko Electric (6967 JP): Tender State of PlayBoral (BLD AU) Rejects Seven's…Smartkarma Daily BriefsMarch 20, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: JSR (4185 JP) – Launch of The Official Tender Offer (And the Double Arb) and more In today’s briefing: JSR (4185 JP) - Launch of The Official Tender Offer (And the…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Fast Retailing (9983) – Now At Double Downweight Levels and more In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsMerger Arb Mondays (18…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsECM Daily Brief ECM: Nippon Express (9147 JP): A US$260 Million Secondary Offering and more In today’s briefing: Nippon Express (9147 JP): A US$260 Million Secondary Offering Nippon Express (9147…Smartkarma Daily BriefsMarch 3, 2024
Daily BriefsECM Daily Brief ECM: Nippon Express (9147) Secondary Offering – Banks and more In today’s briefing: Nippon Express (9147) Secondary Offering - Banks, Sompo, Others Sell - "2024…Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsECM Daily Brief ECM: Woori Financial Placement – While the Overhang Remains and more In today’s briefing: Woori Financial Placement - While the Overhang Remains, the Deal Would Be…Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsECM Daily Brief ECM: Renesas (6723) – YET ANOTHER Clean-Up Block Trade – This Time Mitsubishi Elec and more In today’s briefing: Renesas (6723) - YET ANOTHER Clean-Up Block Trade - This Time Mitsubishi…Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsECM Daily Brief ECM: Toei Animation (4816 JP) – This Offering Could Be Heavy; the NEXT Offering Is More Interesting and more In today’s briefing: Toei Animation (4816 JP) - This Offering Could Be Heavy; the NEXT…Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsECM Daily Brief ECM: Toei Animation (4816 JP): The Current Playbook and more In today’s briefing: Toei Animation (4816 JP): The Current PlaybookTrading Strategy of APR on the…Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Pop Mart (9992 HK): International Expansion Is For Real and more In today’s briefing: Pop Mart (9992 HK): International Expansion Is For RealMicron. Back In The…Smartkarma Daily BriefsMarch 22, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tencent (700 HK): 4Q23 and more In today’s briefing: Tencent (700 HK): 4Q23, Slower Growth, But Higher Margin, 37% UpsideNEC (6701…Smartkarma Daily BriefsMarch 21, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Swire Pac (19 HK): Flying High and more In today’s briefing: Swire Pac (19 HK): Flying HighSakura Internet (3778) | Estimating the Value…Smartkarma Daily BriefsMarch 20, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: ICICI Securities : A Special Situation Play with Limited Downside and more In today’s briefing: ICICI Securities : A Special Situation Play with Limited DownsideLG Corp: Updated…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding Capex Due to Demand and more In today’s briefing: Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: NEC (6701 JP): Generative AI Is the Spark and more In today’s briefing: NEC (6701 JP): Generative AI Is the Spark, Not the Driver: Investor…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Link Administration, Micron Technology, PSK Holdings Inc, NetEase , Xiaomi Corp, Kuaishou Technology, Sourcenext Corp, BaishanCloud, Sun*, Azbil Corp and more In today’s briefing: Link Admin (LNK AU): Scheme Vote on 24 AprilMicron. Back In The…Smartkarma Daily BriefsMarch 22, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, NEC Corp, Micron Technology, Reddit , WT Microelectronics, Coforge, Sunpower Corp, FD Technologies and more In today’s briefing: Tencent (700 HK): 4Q23, Slower Growth, But Higher Margin, 37% UpsideTencent 4Q2023:…Smartkarma Daily BriefsMarch 21, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Tencent, Sakura internet, Reddit , Endeavor Group Holdings , United Microelectronics Corp, Taiwan Semiconductor (TSMC), GoodRx Holdings Inc, Synopsys Inc, Centralnic and more In today’s briefing: Shinko Electric (6967 JP): Tender State of PlayTencent (700 HK): Gross Margins,…Smartkarma Daily BriefsMarch 20, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tata Consultancy Svcs, Wins Co Ltd, C3.ai Inc, Kulicke And Soffa Industries,, Envestnet Inc, IonQ , N-able , Progress Software, Fastly Inc, Cargurus 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 BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), Roland DG Corp, Taiwan Semiconductor (TSMC) – ADR, Ziff Davis, Alarm.Com Holdings, Formfactor Inc, Vishay Intertechnology, Sanmina Corp, Credo Technology Group Holding, Belden Inc and more In today’s briefing: Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NEC Corp, Tencent, Singtel, Wipro Ltd and more In today’s briefing: NEC (6701 JP): Generative AI Is the Spark, Not the DriverHK Connect…Smartkarma Daily BriefsMarch 17, 2024
ChinaDaily Briefs Daily Brief China: Shenyang Xingqi Pharmaceutical, Tcl Multimedia Technology, Great Wall Motor, AviChina Industry & Technology H and more In today’s briefing: China Healthcare Weekly (Mar.15)- New Policy of Innovative Drug, TCM Formula Granules,…Smartkarma Daily BriefsMarch 18, 2024
ChinaDaily Briefs Daily Brief China: Tencent, KE Holdings , Contemporary Amperex Technology (CATL), Ganfeng Lithium and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 15 Mar 2024); Strong Net Buying on…Smartkarma Daily BriefsMarch 17, 2024
ChinaDaily Briefs Daily Brief China: Sino Land Co, Hang Seng Index, Kanzhun , Migao Group Holdings and more In today’s briefing: HK CEO & Director Dealings (15 Mar 2024): Sino Land, Hysan, FE…Smartkarma Daily BriefsMarch 16, 2024
ChinaDaily Briefs Daily Brief China: Alibaba (ADR), Miniso, Meituan, Agung Podomoro Land, Qunabox Group Limited and more In today’s briefing: Alibaba, Tencent Continue to Tear Down Walls Between Their Meeting Platforms :…Smartkarma Daily BriefsMarch 15, 2024
ChinaDaily Briefs Daily Brief China: Ningbo Ronbay New Energy Techn, Cathay Pacific Airways, Auntea Jenny (Shanghai) Industrial, Luckin Coffee, CSPC Innovation Pharmaceutical-A, JD.com , Qyuns Therapeutics, Belle Fashion Group and more In today’s briefing: Quiddity Leaderboard STAR 50 Jun 24: 3 Changes Likely But Some Question…Smartkarma Daily BriefsMarch 14, 2024
ChinaDaily Briefs Daily Brief China: Li Ning, BYD, Huatai Securities Co Ltd (A), JD Logistics , Shougang Fushan Resources, PegBio, Adani Transmission and more In today’s briefing: Li Ning (2331 HK): Value Trap Play?Li Ning (2331 HK): Evaluating a…Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsJapan Daily Brief Japan: Japan Airlines and more In today’s briefing: Japan Airlines – Encouraging Lifting of Medium Term Expectations to Narrow Recovery…Smartkarma Daily BriefsMarch 23, 2024
Daily BriefsJapan Daily Brief Japan: Chilled & Frozen Logistics Holdings, Nippon Shokubai, Sourcenext Corp, Sun*, Azbil Corp, Organo Corp, LaKeel, Hochiki Corp, TSE Tokyo Price Index TOPIX and more In today’s briefing: Chilled & Frozen Logistics (9099) - Hostile Takeover Launched by AZ-Com Maruwa…Smartkarma Daily BriefsMarch 22, 2024
Daily BriefsJapan Daily Brief Japan: ZOZO Inc, Trial Holdings, NEC Corp, Kobe Bussan and more In today’s briefing: The Bigly March 2024 "Wednesday-Friday Trade" (Surprising Flows)Trial Holdings IPO: Trading DebutNEC…Smartkarma Daily BriefsMarch 21, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, Sakura internet, Snow Peak Inc, LIFULL, Trial Holdings, TSE Tokyo Price Index TOPIX and more In today’s briefing: Shinko Electric (6967 JP): Tender State of PlaySakura Internet (3778) | Estimating…Smartkarma Daily BriefsMarch 20, 2024
Daily BriefsJapan Daily Brief Japan: JSR Corp, Tokio Marine Holdings, D.Western Therapeutics Institute Inc. and more In today’s briefing: JSR (4185 JP) - Launch of The Official Tender Offer (And the…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsJapan Daily Brief Japan: Fast Retailing, Roland DG Corp, Aida Engineering, TSE Tokyo Price Index TOPIX and more In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsMerger Arb Mondays (18…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsMacro Daily Brief Macro: Spendthrift US Fiscal Policy Raises Ante on Fed to Prevent Financial System Liquidity Squeeze and more In today’s briefing: Spendthrift US Fiscal Policy Raises Ante on Fed to Prevent Financial System…Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsMacro Daily Brief Macro: The Week Ahead – US CPI and more In today’s briefing: The Week Ahead – US CPI, UK Labour Market Data and China…Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsMacro Daily Brief Macro: After Bitcoin’s Stunning Rally. What Next? and more In today’s briefing: After Bitcoin’s Stunning Rally. What Next?The Weekly Market Monitor – These Two…Smartkarma Daily BriefsMarch 9, 2024
Daily BriefsMacro Daily Brief Macro: China Two Sessions Output Gives Cause for Confidence and more In today’s briefing: China Two Sessions Output Gives Cause for ConfidenceCommodity & Shipping Watch: Time…Smartkarma Daily BriefsMarch 8, 2024
Daily BriefsMacro Daily Brief Macro: Macro Regime Indicator: MORE liquidity is coming and more In today’s briefing: Macro Regime Indicator: MORE liquidity is comingSilver: Is a Breakout Imminent?5 Things…Smartkarma Daily BriefsMarch 7, 2024
Daily BriefsMacro Daily Brief Macro: 3 Take-Aways from Li Qiang’s Speech and more In today’s briefing: 3 Take-Aways from Li Qiang’s SpeechPositioning Watch – Are the unpopular bets…Smartkarma Daily BriefsMarch 6, 2024
CryptoDaily Briefs Daily Brief Crypto: 2022 On-Chain and more In today’s briefing: 2022 On-Chain 2022 On-ChainBy EtherbridgeThere are many different ways to analyse and…Smartkarma Daily BriefsJanuary 16, 2023
CryptoDaily Briefs Daily Brief Crypto: Liquid Staking Derivatives Wars and more In today’s briefing: Liquid Staking Derivatives Wars Liquid Staking Derivatives WarsBy KaikoAs a proof of…Smartkarma Daily BriefsJanuary 13, 2023
CryptoDaily Briefs Daily Brief Crypto: Profitability of Ethereum and a Short-Term Rally Ahead of the Shanghai Upgrade in March and more In today’s briefing: Profitability of Ethereum and a Short-Term Rally Ahead of the Shanghai Upgrade…Smartkarma Daily BriefsJanuary 11, 2023
CryptoDaily Briefs Daily Brief Crypto: Huobi Market Share Plummets in 2022 and more In today’s briefing: Huobi Market Share Plummets in 2022 Huobi Market Share Plummets in 2022By…Smartkarma Daily BriefsJanuary 10, 2023
CryptoDaily Briefs Daily Brief Crypto: A Look at Gemini USD and more In today’s briefing: A Look at Gemini USD A Look at Gemini USDBy KaikoThe fall…Smartkarma Daily BriefsJanuary 6, 2023
CryptoDaily Briefs Daily Brief Crypto: The True Meaning of Liquidity and more In today’s briefing: The True Meaning of Liquidity The True Meaning of LiquidityBy KaikoLiquidity is…Smartkarma Daily BriefsJanuary 3, 2023
Daily BriefsMost Read Most Read: ZOZO Inc, Shenzhen New Industries Biomedical Engineering-A, Korea Stock Exchange Kospi Index, Samsonite, ISC Co Ltd, Chilled & Frozen Logistics Holdings, James Hardie Industries Plc, Link Administration, GoTo Gojek Tokopedia Tbk PT and more In today’s briefing: The Bigly March 2024 "Wednesday-Friday Trade" (Surprising Flows)CSI300 Index Rebalance Preview: Potential…Smartkarma Daily BriefsMarch 23, 2024
Daily BriefsMost Read Most Read: ZOZO Inc, Chilled & Frozen Logistics Holdings, WT Microelectronics, Link Administration, Pop Mart International Group L, IntelliCentrics Global Holding, James Hardie Industries Plc, PSK Holdings Inc and more In today’s briefing: The Bigly March 2024 "Wednesday-Friday Trade" (Surprising Flows)Chilled & Frozen Logistics (9099)…Smartkarma Daily BriefsMarch 22, 2024
Daily BriefsMost Read Most Read: ZOZO Inc, Shinko Electric Industries, Giordano International, Trial Holdings, Snow Peak Inc, IntelliCentrics Global Holding, Doosan Robotics , Akeso Biopharma Inc and more In today’s briefing: The Bigly March 2024 "Wednesday-Friday Trade" (Surprising Flows)Shinko Electric (6967 JP): Tender…Smartkarma Daily BriefsMarch 21, 2024
Daily BriefsMost Read Most Read: Fast Retailing, JSR Corp, Tokio Marine Holdings, Tata Consultancy Svcs, E.W. Scripps Co/The A, Swire Pacific (A), Shinko Electric Industries, Boral Ltd and more In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsJSR (4185 JP) -…Smartkarma Daily BriefsMarch 20, 2024
Daily BriefsMost Read Most Read: Fast Retailing, JSR Corp, Korea Stock Exchange Kospi Index, Tata Consultancy Svcs, ITC Ltd, E.W. Scripps Co/The A, Orecorp Ltd, LG Corp, Samsung C&T and more In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsJSR (4185 JP) -…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsMost Read Most Read: Fast Retailing, TSE Tokyo Price Index TOPIX, Tencent, Ganfeng Lithium, Korea Stock Exchange Kospi Index, Taiwan Semiconductor (TSMC), Roland DG Corp, Aida Engineering, Taiwan Semiconductor (TSMC) – ADR, Evergreen Marine Corp and more In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsUpdated Tool and New…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Link Admin (LNK AU): 24th April Shareholder Vote and more In today’s briefing: Link Admin (LNK AU): 24th April Shareholder VoteHLB Life Science: Impact of…Smartkarma Daily BriefsMarch 23, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Chilled & Frozen Logistics (9099) – Hostile Takeover Launched by AZ-Com Maruwa (9090) and more In today’s briefing: Chilled & Frozen Logistics (9099) - Hostile Takeover Launched by AZ-Com Maruwa…Smartkarma Daily BriefsMarch 22, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: The Bigly March 2024 “Wednesday-Friday Trade” (Surprising Flows) and more In today’s briefing: The Bigly March 2024 "Wednesday-Friday Trade" (Surprising Flows)Giordano (709 HK): A Closer…Smartkarma Daily BriefsMarch 21, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Shinko Electric (6967 JP): Tender State of Play and more In today’s briefing: Shinko Electric (6967 JP): Tender State of PlayBoral (BLD AU) Rejects Seven's…Smartkarma Daily BriefsMarch 20, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: JSR (4185 JP) – Launch of The Official Tender Offer (And the Double Arb) and more In today’s briefing: JSR (4185 JP) - Launch of The Official Tender Offer (And the…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Fast Retailing (9983) – Now At Double Downweight Levels and more In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsMerger Arb Mondays (18…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsECM Daily Brief ECM: Nippon Express (9147 JP): A US$260 Million Secondary Offering and more In today’s briefing: Nippon Express (9147 JP): A US$260 Million Secondary Offering Nippon Express (9147…Smartkarma Daily BriefsMarch 3, 2024
Daily BriefsECM Daily Brief ECM: Nippon Express (9147) Secondary Offering – Banks and more In today’s briefing: Nippon Express (9147) Secondary Offering - Banks, Sompo, Others Sell - "2024…Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsECM Daily Brief ECM: Woori Financial Placement – While the Overhang Remains and more In today’s briefing: Woori Financial Placement - While the Overhang Remains, the Deal Would Be…Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsECM Daily Brief ECM: Renesas (6723) – YET ANOTHER Clean-Up Block Trade – This Time Mitsubishi Elec and more In today’s briefing: Renesas (6723) - YET ANOTHER Clean-Up Block Trade - This Time Mitsubishi…Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsECM Daily Brief ECM: Toei Animation (4816 JP) – This Offering Could Be Heavy; the NEXT Offering Is More Interesting and more In today’s briefing: Toei Animation (4816 JP) - This Offering Could Be Heavy; the NEXT…Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsECM Daily Brief ECM: Toei Animation (4816 JP): The Current Playbook and more In today’s briefing: Toei Animation (4816 JP): The Current PlaybookTrading Strategy of APR on the…Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Pop Mart (9992 HK): International Expansion Is For Real and more In today’s briefing: Pop Mart (9992 HK): International Expansion Is For RealMicron. Back In The…Smartkarma Daily BriefsMarch 22, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tencent (700 HK): 4Q23 and more In today’s briefing: Tencent (700 HK): 4Q23, Slower Growth, But Higher Margin, 37% UpsideNEC (6701…Smartkarma Daily BriefsMarch 21, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Swire Pac (19 HK): Flying High and more In today’s briefing: Swire Pac (19 HK): Flying HighSakura Internet (3778) | Estimating the Value…Smartkarma Daily BriefsMarch 20, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: ICICI Securities : A Special Situation Play with Limited Downside and more In today’s briefing: ICICI Securities : A Special Situation Play with Limited DownsideLG Corp: Updated…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding Capex Due to Demand and more In today’s briefing: Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: NEC (6701 JP): Generative AI Is the Spark and more In today’s briefing: NEC (6701 JP): Generative AI Is the Spark, Not the Driver: Investor…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Link Administration, Micron Technology, PSK Holdings Inc, NetEase , Xiaomi Corp, Kuaishou Technology, Sourcenext Corp, BaishanCloud, Sun*, Azbil Corp and more In today’s briefing: Link Admin (LNK AU): Scheme Vote on 24 AprilMicron. Back In The…Smartkarma Daily BriefsMarch 22, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, NEC Corp, Micron Technology, Reddit , WT Microelectronics, Coforge, Sunpower Corp, FD Technologies and more In today’s briefing: Tencent (700 HK): 4Q23, Slower Growth, But Higher Margin, 37% UpsideTencent 4Q2023:…Smartkarma Daily BriefsMarch 21, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Tencent, Sakura internet, Reddit , Endeavor Group Holdings , United Microelectronics Corp, Taiwan Semiconductor (TSMC), GoodRx Holdings Inc, Synopsys Inc, Centralnic and more In today’s briefing: Shinko Electric (6967 JP): Tender State of PlayTencent (700 HK): Gross Margins,…Smartkarma Daily BriefsMarch 20, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tata Consultancy Svcs, Wins Co Ltd, C3.ai Inc, Kulicke And Soffa Industries,, Envestnet Inc, IonQ , N-able , Progress Software, Fastly Inc, Cargurus 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 BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), Roland DG Corp, Taiwan Semiconductor (TSMC) – ADR, Ziff Davis, Alarm.Com Holdings, Formfactor Inc, Vishay Intertechnology, Sanmina Corp, Credo Technology Group Holding, Belden Inc and more In today’s briefing: Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NEC Corp, Tencent, Singtel, Wipro Ltd and more In today’s briefing: NEC (6701 JP): Generative AI Is the Spark, Not the DriverHK Connect…Smartkarma Daily BriefsMarch 17, 2024
ChinaDaily Briefs Daily Brief China: Shenyang Xingqi Pharmaceutical, Tcl Multimedia Technology, Great Wall Motor, AviChina Industry & Technology H and more In today’s briefing: China Healthcare Weekly (Mar.15)- New Policy of Innovative Drug, TCM Formula Granules,…Smartkarma Daily BriefsMarch 18, 2024
ChinaDaily Briefs Daily Brief China: Tencent, KE Holdings , Contemporary Amperex Technology (CATL), Ganfeng Lithium and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 15 Mar 2024); Strong Net Buying on…Smartkarma Daily BriefsMarch 17, 2024
ChinaDaily Briefs Daily Brief China: Sino Land Co, Hang Seng Index, Kanzhun , Migao Group Holdings and more In today’s briefing: HK CEO & Director Dealings (15 Mar 2024): Sino Land, Hysan, FE…Smartkarma Daily BriefsMarch 16, 2024
ChinaDaily Briefs Daily Brief China: Alibaba (ADR), Miniso, Meituan, Agung Podomoro Land, Qunabox Group Limited and more In today’s briefing: Alibaba, Tencent Continue to Tear Down Walls Between Their Meeting Platforms :…Smartkarma Daily BriefsMarch 15, 2024
ChinaDaily Briefs Daily Brief China: Ningbo Ronbay New Energy Techn, Cathay Pacific Airways, Auntea Jenny (Shanghai) Industrial, Luckin Coffee, CSPC Innovation Pharmaceutical-A, JD.com , Qyuns Therapeutics, Belle Fashion Group and more In today’s briefing: Quiddity Leaderboard STAR 50 Jun 24: 3 Changes Likely But Some Question…Smartkarma Daily BriefsMarch 14, 2024
ChinaDaily Briefs Daily Brief China: Li Ning, BYD, Huatai Securities Co Ltd (A), JD Logistics , Shougang Fushan Resources, PegBio, Adani Transmission and more In today’s briefing: Li Ning (2331 HK): Value Trap Play?Li Ning (2331 HK): Evaluating a…Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsJapan Daily Brief Japan: Japan Airlines and more In today’s briefing: Japan Airlines – Encouraging Lifting of Medium Term Expectations to Narrow Recovery…Smartkarma Daily BriefsMarch 23, 2024
Daily BriefsJapan Daily Brief Japan: Chilled & Frozen Logistics Holdings, Nippon Shokubai, Sourcenext Corp, Sun*, Azbil Corp, Organo Corp, LaKeel, Hochiki Corp, TSE Tokyo Price Index TOPIX and more In today’s briefing: Chilled & Frozen Logistics (9099) - Hostile Takeover Launched by AZ-Com Maruwa…Smartkarma Daily BriefsMarch 22, 2024
Daily BriefsJapan Daily Brief Japan: ZOZO Inc, Trial Holdings, NEC Corp, Kobe Bussan and more In today’s briefing: The Bigly March 2024 "Wednesday-Friday Trade" (Surprising Flows)Trial Holdings IPO: Trading DebutNEC…Smartkarma Daily BriefsMarch 21, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, Sakura internet, Snow Peak Inc, LIFULL, Trial Holdings, TSE Tokyo Price Index TOPIX and more In today’s briefing: Shinko Electric (6967 JP): Tender State of PlaySakura Internet (3778) | Estimating…Smartkarma Daily BriefsMarch 20, 2024
Daily BriefsJapan Daily Brief Japan: JSR Corp, Tokio Marine Holdings, D.Western Therapeutics Institute Inc. and more In today’s briefing: JSR (4185 JP) - Launch of The Official Tender Offer (And the…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsJapan Daily Brief Japan: Fast Retailing, Roland DG Corp, Aida Engineering, TSE Tokyo Price Index TOPIX and more In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsMerger Arb Mondays (18…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsMacro Daily Brief Macro: Spendthrift US Fiscal Policy Raises Ante on Fed to Prevent Financial System Liquidity Squeeze and more In today’s briefing: Spendthrift US Fiscal Policy Raises Ante on Fed to Prevent Financial System…Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsMacro Daily Brief Macro: The Week Ahead – US CPI and more In today’s briefing: The Week Ahead – US CPI, UK Labour Market Data and China…Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsMacro Daily Brief Macro: After Bitcoin’s Stunning Rally. What Next? and more In today’s briefing: After Bitcoin’s Stunning Rally. What Next?The Weekly Market Monitor – These Two…Smartkarma Daily BriefsMarch 9, 2024
Daily BriefsMacro Daily Brief Macro: China Two Sessions Output Gives Cause for Confidence and more In today’s briefing: China Two Sessions Output Gives Cause for ConfidenceCommodity & Shipping Watch: Time…Smartkarma Daily BriefsMarch 8, 2024
Daily BriefsMacro Daily Brief Macro: Macro Regime Indicator: MORE liquidity is coming and more In today’s briefing: Macro Regime Indicator: MORE liquidity is comingSilver: Is a Breakout Imminent?5 Things…Smartkarma Daily BriefsMarch 7, 2024
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