Daily BriefsMost Read Most Read: Yankuang Energy Group, Shenzhen New Industries Biomedical Engineering-A, ZOZO Inc, Anycolor , Hang Seng Index, Tencent, NEC Corp, TSE Tokyo Price Index TOPIX, Korea Stock Exchange Kospi Index and more In today’s briefing: Index Rebalance & ETF Flow Recap: STAR50/100, FXI, NIFTY/NEXT50, S&P500, KOSPI, Goodman,…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsMost Read Most Read: Emerald Resources Nl, Outsourcing Inc, Roland DG Corp, JSR Corp, NIFTY Index, Hanjin KAL Corp, Astera Labs , Sino Land Co, Naspers , Anglo American and more In today’s briefing: MV Global Junior Gold Miners Index Rebalance: Over US$500m to TradeOutsourcing (2427)…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsMost Read Most Read: Goodman Group, Outsourcing Inc, Centurion Corp, Roland DG Corp, JSR Corp, Dongwon Industries, Belle Fashion Group, DS Smith PLC and more In today’s briefing: Goodman Group (GMG AU): Positioned for OutperformanceOutsourcing (2427) - The OTHER Arb…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Woori Financial Group , Korea Stock Exchange Kospi Index, MS&AD Insurance, Roland DG Corp, Singtel, Ningbo Ronbay New Energy Techn and more In today’s briefing: Keisei Electric (9009) Share Buyback - Interesting Dynamics & OpportunityRoland DG (6789)…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Li Ning, ITC Ltd, CIMC Vehicle Group Co Ltd, Alumina Ltd, Ola Electric, Kcc Corp, Jusung Engineering and more In today’s briefing: Keisei Electric (9009) Share Buyback - Interesting Dynamics & OpportunityLi Ning (2331…Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsMost Read Most Read: Dai Nippon Printing, Tencent, NVIDIA Corp, Emerald Resources Nl, Nippon Express Holdings, IDP Education, CIMC Vehicle Group Co Ltd, Yaizu Suisankagaku Industry, Hanon Systems and more In today’s briefing: Dai-Nippon Printing (7912) - Whoomp There It Is! Part DeuxWisdomTree Indexes Special…Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HK Connect SOUTHBOUND Flows (To 15 Mar 2024); Strong Net Buying on Tencent and ETFs and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 15 Mar 2024); Strong Net Buying on…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HK CEO & Director Dealings (15 Mar 2024): Sino Land and more In today’s briefing: HK CEO & Director Dealings (15 Mar 2024): Sino Land, Hysan, FE…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Outsourcing (2427) – The OTHER Arb – That One Neat Trick And Its Weird Risks and more In today’s briefing: Outsourcing (2427) - The OTHER Arb - That One Neat Trick And…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: New Information on Korea Value-Up Index Scoring System & Constituent Weighting and more In today’s briefing: New Information on Korea Value-Up Index Scoring System & Constituent WeightingRoland DG…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Keisei Electric (9009) Share Buyback – Interesting Dynamics & Opportunity and more In today’s briefing: Keisei Electric (9009) Share Buyback - Interesting Dynamics & OpportunityLi Ning (2331…Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Nippon Express (9147 JP) – Buying the Overhang and more In today’s briefing: Nippon Express (9147 JP) - Buying the OverhangCIMC Vehicles (1839 HK): Min…Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (26th Feb 2024) – Trial Holdings and more In today’s briefing: ECM Weekly (26th Feb 2024) - Trial Holdings, Juniper, Xiaocaiyuan, Union Bank,…Smartkarma Daily BriefsFebruary 26, 2024
Daily BriefsECM Daily Brief ECM: Reddit IPO Preview and more In today’s briefing: Reddit IPO Preview Reddit IPO PreviewBy Douglas Kim Reddit is getting ready…Smartkarma Daily BriefsFebruary 24, 2024
Daily BriefsECM Daily Brief ECM: Trial Holdings IPO: The Investment Case and more In today’s briefing: Trial Holdings IPO: The Investment CaseXiaocaiyuan International Holding Pre-IPO - Strong Network…Smartkarma Daily BriefsFebruary 23, 2024
Daily BriefsECM Daily Brief ECM: Gree (3632 JP) – Overnight Offering in Asset-Rich Value Trap as KDDI Sells Out and more In today’s briefing: Gree (3632 JP) - Overnight Offering in Asset-Rich Value Trap as KDDI…Smartkarma Daily BriefsFebruary 22, 2024
Daily BriefsECM Daily Brief ECM: Juniper Hotels IPO – Looks Somewhat Fairly Valued and more In today’s briefing: Juniper Hotels IPO - Looks Somewhat Fairly ValuedOrica Placement - Keeping the…Smartkarma Daily BriefsFebruary 21, 2024
Daily BriefsECM Daily Brief ECM: Senko Group (9069 JP) Offering – Banks and Insurers Unwinding Cross-Holdings in Offering and more In today’s briefing: Senko Group (9069 JP) Offering - Banks and Insurers Unwinding Cross-Holdings in…Smartkarma Daily BriefsFebruary 20, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Toyota Motors: Investing In Innovation For The Future Of Mobility! – Key Drivers and more In today’s briefing: Toyota Motors: Investing In Innovation For The Future Of Mobility! - Key…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba and more In today’s briefing: Alibaba, Tencent Continue to Tear Down Walls Between Their Meeting Platforms Governance…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Microsoft Chairman & CEO: AI and more In today’s briefing: Microsoft Chairman & CEO: AI, Chip Shortage, Empathy, and PoetryCathay Pacific –…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Li Ning (2331 HK): Update On The Name Given Potential Privatization News and more In today’s briefing: Li Ning (2331 HK): Update On The Name Given Potential Privatization NewsBYD…Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Advantest (6857 JP): AI Speculation Discounted and more In today’s briefing: Advantest (6857 JP): AI Speculation DiscountedFull Truck Alliance: Strong Q423 Results |…Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Tech Weekly: TSMC Surge Leads Taiwan Stocks Higher; Advanced Chip Packaging in Focus and more In today’s briefing: Taiwan Tech Weekly: TSMC Surge Leads Taiwan Stocks Higher; Advanced Chip Packaging…Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Astera Labs , Vanguard Intl Semiconductor, Taiwan Semiconductor (TSMC), Cyber Security Cloud Inc, Nihon Denkei, Bumble, Oracle Corp, Western Digital, Itron Inc, Kanzhun and more In today’s briefing: Astera Labs IPO Valuation AnalysisVanguard (5347.TT): 1Q24F Could Be the Recent Bottom,…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Alibaba (ADR), Astera Labs , Japan Business Systems , Pca Corp, Hon Hai Precision Industry, SurgePays and more In today’s briefing: Alibaba, Tencent Continue to Tear Down Walls Between Their Meeting Platforms Astera…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Korea Stock Exchange Kospi Index, Roland DG Corp, Singtel, Microsoft Corp, Angel Robotics , Broadcom , Silergy Corp, Crowdstrike Holdings , MongoDB and more In today’s briefing: New Information on Korea Value-Up Index Scoring System & Constituent WeightingRoland DG…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Jusung Engineering, Immersion Corporation, p-ban.com , Eventbrite Inc, Genius Sports Ltd, Constellation Software, Cirata and more In today’s briefing: KRX's Official SSF/SSO Reshuffle Results: Trading ConsiderationsIMMR: Emerging Valuation3Q Follow-Up - P-Ban.com…Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: TASK Group Holdings , Globalwafers, Lianlian DigiTech, Globalstar Inc, NORBIT ASA, Carly Holdings, Torex Semiconductor, Infoteria Corporation, 1Spatial Plc and more In today’s briefing: PAR Tech Taken To Task Group (TSK AU)GlobalWafer GDRs Early Look -…Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Tencent, Taiwan Semiconductor (TSMC) – ADR, Shinko Electric Industries, Softbank Group, NAURA Technology Group, S&P 500 INDEX, Kuaishou Technology and more In today’s briefing: MV US Listed Semiconductor 25 Index Rebalance: Over US$1bn to Sell in…Smartkarma Daily BriefsMarch 11, 2024
ChinaDaily Briefs Daily Brief China: CIMC Vehicle Group Co Ltd, Full Truck Alliance , Xinjiang Tianshan Cement A, Lianlian DigiTech, Gold, Bank Of Ningbo Co Ltd A, Yuexiu Real Estate Investment Trust, Longfor Properties, Hutchmed China Ltd and more In today’s briefing: CIMC Vehicles (1839 HK): Min Acceptance Condition a Risk for the Final…Smartkarma Daily BriefsMarch 12, 2024
ChinaDaily Briefs Daily Brief China: Tencent, CNOOC Ltd, Uni President China, PegBio, JD.com Inc (ADR), PDD Holdings, Microport Scientific, Water Oasis and more In today’s briefing: WisdomTree Indexes Special Rebalance: ESG Considerations DroppedA/H Premium Tracker (To 8 Mar…Smartkarma Daily BriefsMarch 11, 2024
ChinaDaily Briefs Daily Brief China: Tencent, SHEIN and more In today’s briefing: : Core Business Is Robust While VA Is Expanding FastShifting Its Planned…Smartkarma Daily BriefsMarch 10, 2024
ChinaDaily Briefs Daily Brief China: Baidu, Shanghai Zhida Technology Development Co Ltd, NetEase and more In today’s briefing: Baidu Inc.: Are Its Investments In Gen AI and LLM Paying Off?…Smartkarma Daily BriefsMarch 9, 2024
ChinaDaily Briefs Daily Brief China: JD.com Inc (ADR), China Vanke (H), Sasseur REIT, Li Auto , SenseTime Group , Fu Shou Yuan, Shanghai REFIRE Group, Sun Hung Kai Properties, Vinda International, SITC International and more In today’s briefing: JD.com (JD US): Improved Shareholder Return Is KeyChina Vanke: Should Investors Be…Smartkarma Daily BriefsMarch 8, 2024
ChinaDaily Briefs Daily Brief China: New World Development, Hua Hong Semiconductor, Shenzhen New Industries Biomedical Engineering-A, China Power International, Auntea Jenny (Shanghai) Industrial, UMP Healthcare, Nameson Holdings, Greentown China and more In today’s briefing: StubWorld: Troubling Signs For NWD (17 HK)Hua Hong Semiconductor: AI, EV and…Smartkarma Daily BriefsMarch 7, 2024
Daily BriefsJapan Daily Brief Japan: NEC Corp, TSE Tokyo Price Index TOPIX, JSR Corp and more In today’s briefing: NEC (6701 JP): Generative AI Is the Spark, Not the DriverUpdated Tool…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsJapan Daily Brief Japan: Cyber Security Cloud Inc, Toyota Motor Corp Spon Adr, Nihon Denkei, Will Group Inc, TSE Tokyo Price Index TOPIX and more In today’s briefing: Cyber Security Cloud (4493): Full-Year FY12/23 UpdateToyota Motors: Investing In Innovation For…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsJapan Daily Brief Japan: Outsourcing Inc, JSR Corp, A&D Company Ltd, Beenos Inc, Japan Business Systems , Pca Corp, World Holdings, Mitsubishi Kakoki Kaisha, AS ONE Corporation and more In today’s briefing: Outsourcing (2427) - The OTHER Arb - That One Neat Trick And…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsJapan Daily Brief Japan: Roland DG Corp, TSE Tokyo Price Index TOPIX, Duskin Co Ltd, J Trust Co Ltd and more In today’s briefing: Roland DG (6789 JP): Brother (6448 JP)’s Unexpected Competing Hostile OfferRoland DG…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co, ASICS Corp, Takashimaya, Eiken Chemical, Round One Corp, MS&AD Insurance, Stream Media , Gakken Holdings, Tenpo Innovation and more In today’s briefing: Keisei Electric (9009) Share Buyback - Interesting Dynamics & OpportunityAsics (7936) |…Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsJapan Daily Brief Japan: Nippon Express Holdings, Yaizu Suisankagaku Industry, Advantest Corp, JPY, Jafco Co Ltd, T&D Holdings, Monex Group Inc, Lawson Inc, Kumiai Chemical Industry Co and more In today’s briefing: Nippon Express (9147 JP) - Buying the OverhangYaizu Suisankagaku Industry (2812 JP):…Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsMacro Daily Brief Macro: February Themes and Thematic Portfolio Review and more In today’s briefing: February Themes and Thematic Portfolio ReviewThe Week That Was in ASEAN@Smartkarma -…Smartkarma Daily BriefsMarch 5, 2024
Daily BriefsMacro Daily Brief Macro: Portfolio Watch: What if We Add a Rate Cut to This Fire.. and more In today’s briefing: Portfolio Watch: What if We Add a Rate Cut to This Fire..Steno…Smartkarma Daily BriefsMarch 4, 2024
Daily BriefsMacro Daily Brief Macro: Unexpected Surge in US Crude Oil Stockpile Highlights Inventory Discrepancies and more In today’s briefing: Unexpected Surge in US Crude Oil Stockpile Highlights Inventory DiscrepanciesCX Daily: China’s…Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsMacro Daily Brief Macro: Hong Kong Dollar Carry Trade and Its Influence on Hong Kong Market and more In today’s briefing: Hong Kong Dollar Carry Trade and Its Influence on Hong Kong MarketEUR-flation…Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsMacro Daily Brief Macro: US Rates: Slowly but Surely and more In today’s briefing: US Rates: Slowly but Surely, Pushing Back the QT Taper TimelineThailand: Aging…Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsMacro Daily Brief Macro: Positioning Watch – Commodities Are Finally Moving and more In today’s briefing: Positioning Watch – Commodities Are Finally MovingCX Daily: Chinese Pharma Turns to…Smartkarma Daily BriefsFebruary 28, 2024
CryptoDaily Briefs Daily Brief Crypto: The 10 Defining Market Events of 2022 and more In today’s briefing: The 10 Defining Market Events of 2022 The 10 Defining Market Events…Smartkarma Daily BriefsDecember 27, 2022
CryptoDaily Briefs Daily Brief Crypto: Smartkarma Webinar | Is There Still Hope for Crypto in 2023? and more In today’s briefing: Smartkarma Webinar | Is There Still Hope for Crypto in 2023?Developing Economies:…Smartkarma Daily BriefsDecember 23, 2022
CryptoDaily Briefs Daily Brief Crypto: Binance Volume Recovers Despite Mass Outflows and more In today’s briefing: Binance Volume Recovers Despite Mass Outflows Binance Volume Recovers Despite Mass OutflowsBy…Smartkarma Daily BriefsDecember 20, 2022
CryptoDaily Briefs Daily Brief Crypto: A Comparison of Aave and Compound and more In today’s briefing: A Comparison of Aave and Compound A Comparison of Aave and CompoundBy…Smartkarma Daily BriefsDecember 16, 2022
CryptoDaily Briefs Daily Brief Crypto: Terra Collapse Returns to the Spotlight and more In today’s briefing: Terra Collapse Returns to the Spotlight Terra Collapse Returns to the SpotlightBy…Smartkarma Daily BriefsDecember 13, 2022
CryptoDaily Briefs Daily Brief Crypto: Crypto At The Christmas Table and more In today’s briefing: Crypto At The Christmas Table Crypto At The Christmas TableBy EtherbridgeWe've all…Smartkarma Daily BriefsDecember 12, 2022
Daily BriefsMost Read Most Read: Yankuang Energy Group, Shenzhen New Industries Biomedical Engineering-A, ZOZO Inc, Anycolor , Hang Seng Index, Tencent, NEC Corp, TSE Tokyo Price Index TOPIX, Korea Stock Exchange Kospi Index and more In today’s briefing: Index Rebalance & ETF Flow Recap: STAR50/100, FXI, NIFTY/NEXT50, S&P500, KOSPI, Goodman,…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsMost Read Most Read: Emerald Resources Nl, Outsourcing Inc, Roland DG Corp, JSR Corp, NIFTY Index, Hanjin KAL Corp, Astera Labs , Sino Land Co, Naspers , Anglo American and more In today’s briefing: MV Global Junior Gold Miners Index Rebalance: Over US$500m to TradeOutsourcing (2427)…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsMost Read Most Read: Goodman Group, Outsourcing Inc, Centurion Corp, Roland DG Corp, JSR Corp, Dongwon Industries, Belle Fashion Group, DS Smith PLC and more In today’s briefing: Goodman Group (GMG AU): Positioned for OutperformanceOutsourcing (2427) - The OTHER Arb…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Woori Financial Group , Korea Stock Exchange Kospi Index, MS&AD Insurance, Roland DG Corp, Singtel, Ningbo Ronbay New Energy Techn and more In today’s briefing: Keisei Electric (9009) Share Buyback - Interesting Dynamics & OpportunityRoland DG (6789)…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Li Ning, ITC Ltd, CIMC Vehicle Group Co Ltd, Alumina Ltd, Ola Electric, Kcc Corp, Jusung Engineering and more In today’s briefing: Keisei Electric (9009) Share Buyback - Interesting Dynamics & OpportunityLi Ning (2331…Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsMost Read Most Read: Dai Nippon Printing, Tencent, NVIDIA Corp, Emerald Resources Nl, Nippon Express Holdings, IDP Education, CIMC Vehicle Group Co Ltd, Yaizu Suisankagaku Industry, Hanon Systems and more In today’s briefing: Dai-Nippon Printing (7912) - Whoomp There It Is! Part DeuxWisdomTree Indexes Special…Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HK Connect SOUTHBOUND Flows (To 15 Mar 2024); Strong Net Buying on Tencent and ETFs and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 15 Mar 2024); Strong Net Buying on…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HK CEO & Director Dealings (15 Mar 2024): Sino Land and more In today’s briefing: HK CEO & Director Dealings (15 Mar 2024): Sino Land, Hysan, FE…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Outsourcing (2427) – The OTHER Arb – That One Neat Trick And Its Weird Risks and more In today’s briefing: Outsourcing (2427) - The OTHER Arb - That One Neat Trick And…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: New Information on Korea Value-Up Index Scoring System & Constituent Weighting and more In today’s briefing: New Information on Korea Value-Up Index Scoring System & Constituent WeightingRoland DG…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Keisei Electric (9009) Share Buyback – Interesting Dynamics & Opportunity and more In today’s briefing: Keisei Electric (9009) Share Buyback - Interesting Dynamics & OpportunityLi Ning (2331…Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Nippon Express (9147 JP) – Buying the Overhang and more In today’s briefing: Nippon Express (9147 JP) - Buying the OverhangCIMC Vehicles (1839 HK): Min…Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (26th Feb 2024) – Trial Holdings and more In today’s briefing: ECM Weekly (26th Feb 2024) - Trial Holdings, Juniper, Xiaocaiyuan, Union Bank,…Smartkarma Daily BriefsFebruary 26, 2024
Daily BriefsECM Daily Brief ECM: Reddit IPO Preview and more In today’s briefing: Reddit IPO Preview Reddit IPO PreviewBy Douglas Kim Reddit is getting ready…Smartkarma Daily BriefsFebruary 24, 2024
Daily BriefsECM Daily Brief ECM: Trial Holdings IPO: The Investment Case and more In today’s briefing: Trial Holdings IPO: The Investment CaseXiaocaiyuan International Holding Pre-IPO - Strong Network…Smartkarma Daily BriefsFebruary 23, 2024
Daily BriefsECM Daily Brief ECM: Gree (3632 JP) – Overnight Offering in Asset-Rich Value Trap as KDDI Sells Out and more In today’s briefing: Gree (3632 JP) - Overnight Offering in Asset-Rich Value Trap as KDDI…Smartkarma Daily BriefsFebruary 22, 2024
Daily BriefsECM Daily Brief ECM: Juniper Hotels IPO – Looks Somewhat Fairly Valued and more In today’s briefing: Juniper Hotels IPO - Looks Somewhat Fairly ValuedOrica Placement - Keeping the…Smartkarma Daily BriefsFebruary 21, 2024
Daily BriefsECM Daily Brief ECM: Senko Group (9069 JP) Offering – Banks and Insurers Unwinding Cross-Holdings in Offering and more In today’s briefing: Senko Group (9069 JP) Offering - Banks and Insurers Unwinding Cross-Holdings in…Smartkarma Daily BriefsFebruary 20, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Toyota Motors: Investing In Innovation For The Future Of Mobility! – Key Drivers and more In today’s briefing: Toyota Motors: Investing In Innovation For The Future Of Mobility! - Key…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba and more In today’s briefing: Alibaba, Tencent Continue to Tear Down Walls Between Their Meeting Platforms Governance…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Microsoft Chairman & CEO: AI and more In today’s briefing: Microsoft Chairman & CEO: AI, Chip Shortage, Empathy, and PoetryCathay Pacific –…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Li Ning (2331 HK): Update On The Name Given Potential Privatization News and more In today’s briefing: Li Ning (2331 HK): Update On The Name Given Potential Privatization NewsBYD…Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Advantest (6857 JP): AI Speculation Discounted and more In today’s briefing: Advantest (6857 JP): AI Speculation DiscountedFull Truck Alliance: Strong Q423 Results |…Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Tech Weekly: TSMC Surge Leads Taiwan Stocks Higher; Advanced Chip Packaging in Focus and more In today’s briefing: Taiwan Tech Weekly: TSMC Surge Leads Taiwan Stocks Higher; Advanced Chip Packaging…Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Astera Labs , Vanguard Intl Semiconductor, Taiwan Semiconductor (TSMC), Cyber Security Cloud Inc, Nihon Denkei, Bumble, Oracle Corp, Western Digital, Itron Inc, Kanzhun and more In today’s briefing: Astera Labs IPO Valuation AnalysisVanguard (5347.TT): 1Q24F Could Be the Recent Bottom,…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Alibaba (ADR), Astera Labs , Japan Business Systems , Pca Corp, Hon Hai Precision Industry, SurgePays and more In today’s briefing: Alibaba, Tencent Continue to Tear Down Walls Between Their Meeting Platforms Astera…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Korea Stock Exchange Kospi Index, Roland DG Corp, Singtel, Microsoft Corp, Angel Robotics , Broadcom , Silergy Corp, Crowdstrike Holdings , MongoDB and more In today’s briefing: New Information on Korea Value-Up Index Scoring System & Constituent WeightingRoland DG…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Jusung Engineering, Immersion Corporation, p-ban.com , Eventbrite Inc, Genius Sports Ltd, Constellation Software, Cirata and more In today’s briefing: KRX's Official SSF/SSO Reshuffle Results: Trading ConsiderationsIMMR: Emerging Valuation3Q Follow-Up - P-Ban.com…Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: TASK Group Holdings , Globalwafers, Lianlian DigiTech, Globalstar Inc, NORBIT ASA, Carly Holdings, Torex Semiconductor, Infoteria Corporation, 1Spatial Plc and more In today’s briefing: PAR Tech Taken To Task Group (TSK AU)GlobalWafer GDRs Early Look -…Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Tencent, Taiwan Semiconductor (TSMC) – ADR, Shinko Electric Industries, Softbank Group, NAURA Technology Group, S&P 500 INDEX, Kuaishou Technology and more In today’s briefing: MV US Listed Semiconductor 25 Index Rebalance: Over US$1bn to Sell in…Smartkarma Daily BriefsMarch 11, 2024
ChinaDaily Briefs Daily Brief China: CIMC Vehicle Group Co Ltd, Full Truck Alliance , Xinjiang Tianshan Cement A, Lianlian DigiTech, Gold, Bank Of Ningbo Co Ltd A, Yuexiu Real Estate Investment Trust, Longfor Properties, Hutchmed China Ltd and more In today’s briefing: CIMC Vehicles (1839 HK): Min Acceptance Condition a Risk for the Final…Smartkarma Daily BriefsMarch 12, 2024
ChinaDaily Briefs Daily Brief China: Tencent, CNOOC Ltd, Uni President China, PegBio, JD.com Inc (ADR), PDD Holdings, Microport Scientific, Water Oasis and more In today’s briefing: WisdomTree Indexes Special Rebalance: ESG Considerations DroppedA/H Premium Tracker (To 8 Mar…Smartkarma Daily BriefsMarch 11, 2024
ChinaDaily Briefs Daily Brief China: Tencent, SHEIN and more In today’s briefing: : Core Business Is Robust While VA Is Expanding FastShifting Its Planned…Smartkarma Daily BriefsMarch 10, 2024
ChinaDaily Briefs Daily Brief China: Baidu, Shanghai Zhida Technology Development Co Ltd, NetEase and more In today’s briefing: Baidu Inc.: Are Its Investments In Gen AI and LLM Paying Off?…Smartkarma Daily BriefsMarch 9, 2024
ChinaDaily Briefs Daily Brief China: JD.com Inc (ADR), China Vanke (H), Sasseur REIT, Li Auto , SenseTime Group , Fu Shou Yuan, Shanghai REFIRE Group, Sun Hung Kai Properties, Vinda International, SITC International and more In today’s briefing: JD.com (JD US): Improved Shareholder Return Is KeyChina Vanke: Should Investors Be…Smartkarma Daily BriefsMarch 8, 2024
ChinaDaily Briefs Daily Brief China: New World Development, Hua Hong Semiconductor, Shenzhen New Industries Biomedical Engineering-A, China Power International, Auntea Jenny (Shanghai) Industrial, UMP Healthcare, Nameson Holdings, Greentown China and more In today’s briefing: StubWorld: Troubling Signs For NWD (17 HK)Hua Hong Semiconductor: AI, EV and…Smartkarma Daily BriefsMarch 7, 2024
Daily BriefsJapan Daily Brief Japan: NEC Corp, TSE Tokyo Price Index TOPIX, JSR Corp and more In today’s briefing: NEC (6701 JP): Generative AI Is the Spark, Not the DriverUpdated Tool…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsJapan Daily Brief Japan: Cyber Security Cloud Inc, Toyota Motor Corp Spon Adr, Nihon Denkei, Will Group Inc, TSE Tokyo Price Index TOPIX and more In today’s briefing: Cyber Security Cloud (4493): Full-Year FY12/23 UpdateToyota Motors: Investing In Innovation For…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsJapan Daily Brief Japan: Outsourcing Inc, JSR Corp, A&D Company Ltd, Beenos Inc, Japan Business Systems , Pca Corp, World Holdings, Mitsubishi Kakoki Kaisha, AS ONE Corporation and more In today’s briefing: Outsourcing (2427) - The OTHER Arb - That One Neat Trick And…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsJapan Daily Brief Japan: Roland DG Corp, TSE Tokyo Price Index TOPIX, Duskin Co Ltd, J Trust Co Ltd and more In today’s briefing: Roland DG (6789 JP): Brother (6448 JP)’s Unexpected Competing Hostile OfferRoland DG…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co, ASICS Corp, Takashimaya, Eiken Chemical, Round One Corp, MS&AD Insurance, Stream Media , Gakken Holdings, Tenpo Innovation and more In today’s briefing: Keisei Electric (9009) Share Buyback - Interesting Dynamics & OpportunityAsics (7936) |…Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsJapan Daily Brief Japan: Nippon Express Holdings, Yaizu Suisankagaku Industry, Advantest Corp, JPY, Jafco Co Ltd, T&D Holdings, Monex Group Inc, Lawson Inc, Kumiai Chemical Industry Co and more In today’s briefing: Nippon Express (9147 JP) - Buying the OverhangYaizu Suisankagaku Industry (2812 JP):…Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsMacro Daily Brief Macro: February Themes and Thematic Portfolio Review and more In today’s briefing: February Themes and Thematic Portfolio ReviewThe Week That Was in ASEAN@Smartkarma -…Smartkarma Daily BriefsMarch 5, 2024
Daily BriefsMacro Daily Brief Macro: Portfolio Watch: What if We Add a Rate Cut to This Fire.. and more In today’s briefing: Portfolio Watch: What if We Add a Rate Cut to This Fire..Steno…Smartkarma Daily BriefsMarch 4, 2024
Daily BriefsMacro Daily Brief Macro: Unexpected Surge in US Crude Oil Stockpile Highlights Inventory Discrepancies and more In today’s briefing: Unexpected Surge in US Crude Oil Stockpile Highlights Inventory DiscrepanciesCX Daily: China’s…Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsMacro Daily Brief Macro: Hong Kong Dollar Carry Trade and Its Influence on Hong Kong Market and more In today’s briefing: Hong Kong Dollar Carry Trade and Its Influence on Hong Kong MarketEUR-flation…Smartkarma Daily BriefsMarch 1, 2024
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CryptoDaily Briefs Daily Brief Crypto: A Comparison of Aave and Compound and more In today’s briefing: A Comparison of Aave and Compound A Comparison of Aave and CompoundBy…Smartkarma Daily BriefsDecember 16, 2022
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