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 BriefsMost Read Most Read: Shenzhen New Industries Biomedical Engineering-A, Dai Nippon Printing, NVIDIA Corp, ZOZO Inc, Tencent, Emerald Resources Nl, IDP Education, Shinko Electric Industries, TSE Tokyo Price Index TOPIX, Softbank Group and more In today’s briefing: CSI300 Index Rebalance Preview: Potential Adds Outperforming Despite ETF InflowsDai-Nippon Printing (7912)…Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsMost Read Most Read: Yankuang Energy Group, Flight Centre Travel, DearU, Shenzhen New Industries Biomedical Engineering-A, Abacus Storage King, IDP Education, Hanon Systems, Nippon Express Holdings, Tencent, Keisei Electric Railway Co and more In today’s briefing: Index Rebalance & ETF Flow Recap: STAR50/100, FXI, NIFTY/NEXT50, S&P500, KOSPI, Goodman,…Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Shinko Electric Industries, JSR Corp, Shenzhen New Industries Biomedical Engineering-A, InterGlobe Aviation Ltd, Taiwan Semiconductor (TSMC), Abacus Storage King, Paradise Co Ltd, Hanon Systems, Nippon Express Holdings and more In today’s briefing: Oriental Land (4661) Placement by Keisei Rail (9009) Says "That's the Door"Shinko…Smartkarma Daily BriefsMarch 9, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Fast Retailing, Oriental Land, Shenzhen New Industries Biomedical Engineering-A, JSR Corp, Shinko Electric Industries, Taiwan Semiconductor (TSMC), Wiwynn Corp and more In today’s briefing: Oriental Land (4661) Placement by Keisei Rail (9009) Says "That's the Door"Sep24…Smartkarma Daily BriefsMarch 8, 2024
Daily BriefsMost Read Most Read: Woori Financial Group , Alumina Ltd, Titan Co Ltd, Fast Retailing, New World Development, IDP Education, ARM Holdings, Kumho Petro Chemical, Shenzhen New Industries Biomedical Engineering-A, Shinhan Financial and more In today’s briefing: Investigating Potential Block Deals Involving Korea's Financial Holding CompaniesAlumina (AWC AU): Further…Smartkarma Daily BriefsMarch 7, 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 BriefsEvent-Driven Daily Brief Event-Driven: Dai-Nippon Printing (7912) – Whoomp There It Is! Part Deux and more In today’s briefing: Dai-Nippon Printing (7912) - Whoomp There It Is! Part DeuxMV US Listed…Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Index Rebalance & ETF Flow Recap: NKY and more In today’s briefing: Index Rebalance & ETF Flow Recap: NKY, ASX, CSI300, A50, STTF, LowVol30,…Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Local Observations on Carlyle’s Possible Buyout of Hanon Systems and more In today’s briefing: Local Observations on Carlyle's Possible Buyout of Hanon SystemsEureka Group (EGH AU):…Smartkarma Daily BriefsMarch 9, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Oriental Land (4661) Placement by Keisei Rail (9009) Says “That’s the Door” and more In today’s briefing: Oriental Land (4661) Placement by Keisei Rail (9009) Says "That's the Door"JSR…Smartkarma Daily BriefsMarch 8, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Sep24 Nikkei 225 Rebal – 2 ADDs and more In today’s briefing: Sep24 Nikkei 225 Rebal - 2 ADDs, 2 DELETEs Maybe, but Rebals…Smartkarma Daily BriefsMarch 7, 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 BriefsECM Daily Brief ECM: ECM Weekly (19th Feb 2024) – Toei Ani and more In today’s briefing: ECM Weekly (19th Feb 2024) - Toei Ani, KB Fin, IIF, Trial,…Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsECM Daily Brief ECM: Weekly Deals Digest (18 Feb) – Toei and more In today’s briefing: Weekly Deals Digest (18 Feb) - Toei, Outsourcing, YSK, Altium, Ansarada, China…Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsECM Daily Brief ECM: Initial Thoughts on Hyundai Motor India IPO and more In today’s briefing: Initial Thoughts on Hyundai Motor India IPOCICC-Backed Chinese Chip Design Firm Fined…Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsECM Daily Brief ECM: Toei Animation (4816) – Shareholder Selldown To Meet Listing Hurdles – Bigly and more In today’s briefing: Toei Animation (4816) - Shareholder Selldown To Meet Listing Hurdles - Bigly,…Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsECM Daily Brief ECM: APR IPO Book-Building Results Analysis and more In today’s briefing: APR IPO Book-Building Results AnalysisZhejiang Taimei Medical Technology Pre-IPO TearsheetBharti Hexacom Pre-IPO…Smartkarma Daily BriefsFebruary 14, 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 BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: [Tencent (700 HK and more In today’s briefing: : Core Business Is Robust While VA Is Expanding FastPC Monitor: Long…Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Copper Is the New “GOLD”: India’s Rush for Rare Minerals and more In today’s briefing: Copper Is the New "GOLD": India's Rush for Rare MineralsBaidu Inc.: Are…Smartkarma Daily BriefsMarch 9, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: JD.com (JD US): Improved Shareholder Return Is Key and more In today’s briefing: JD.com (JD US): Improved Shareholder Return Is KeyChina Vanke: Should Investors Be…Smartkarma Daily BriefsMarch 8, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Hua Hong Semiconductor: AI and more In today’s briefing: Hua Hong Semiconductor: AI, EV and New Energy Opportunities at a Leading…Smartkarma Daily BriefsMarch 7, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Decoding Tata Motors Demerger: The Way Ahead and more In today’s briefing: Decoding Tata Motors Demerger: The Way AheadSea Ltd: No Nearer to Stable…Smartkarma Daily BriefsMarch 6, 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
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Asustek Computer and more In today’s briefing: : Core Business Is Robust While VA Is Expanding FastPC Monitor: Long…Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Astera Labs , Baidu, Tokyo Electron, Monolithic Power Systems, Inc, Autodesk Inc, Nutanix Inc, Hewlett Packard Enterprise , Elastic NV, Netapp Inc, NetEase and more In today’s briefing: Astera Labs IPO Valuation Update: Multiples Appear Rich, Limited Post-IPO UpsideBaidu Inc.:…Smartkarma Daily BriefsMarch 9, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, SenseTime Group , Telefonica Deutschland Holding, Spirent Communications, Zoom Video Communications Inc, Taiwan Semiconductor (TSMC), Snowflake , Salesforce.Com Inc, Ebay Inc, Lianlian DigiTech and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Is Considerably Changed NowQuiddity HSCEI Jun…Smartkarma Daily BriefsMarch 8, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hua Hong Semiconductor, ARM Holdings, Taiwan Semiconductor (TSMC), Sakura internet, Wiwynn Corp, Redbubble Ltd, Globalwafers, Hewlett Packard Enterprise and more In today’s briefing: Hua Hong Semiconductor: AI, EV and New Energy Opportunities at a Leading…Smartkarma Daily BriefsMarch 7, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: CELSYS, Sea , ARM Holdings, WRKR, Keywords Studios, Shenandoah Telecommunications Company and more In today’s briefing: TOPIX Inclusions: Who Is Ready (Mar 2024)Sea Ltd: No Nearer to Stable…Smartkarma Daily BriefsMarch 6, 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
ChinaDaily Briefs Daily Brief China: Tuhu Car , Yihai Int’L Holding, Xunfei Healthcare Technology, Innovent Biologics Inc, Japfa Comfeed Indonesia and more In today’s briefing: Tuhu Car Lock-Up Expiry - Would Need Some Selling to Improve Liquidity…Smartkarma Daily BriefsMarch 6, 2024
ChinaDaily Briefs Daily Brief China: Alibaba (ADR), NetEase Inc, Vinda International, BeiGene , Hang Seng Index, Trip.com, Vipshop Holdings, China Travel International Investment Hong Kong, China Construction Bank H and more In today’s briefing: China Consumption Weekly (4 Mar 2024): Alibaba, Sun Art, Li Auto, Nayuki,…Smartkarma Daily BriefsMarch 5, 2024
ChinaDaily Briefs Daily Brief China: China Telecom (H), Great Wall Motor, Contemporary Amperex Technology (CATL), Jiangsu Hengrui Medicine, Shaanxi Coal Industry, Chongho Bridge, Meituan, Chongqing Taiji Industry (Group) A, CIMC Vehicles Group , China Jinmao Holdings and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 1 Mar 2024); Continued Big Buys of…Smartkarma Daily BriefsMarch 4, 2024
ChinaDaily Briefs Daily Brief China: Yankuang Energy Group, MediConCen and more In today’s briefing: Index Rebalance & ETF Flow Recap: STAR50/100, FXI, NIFTY/NEXT50, S&P500, KOSPI, Goodman,…Smartkarma Daily BriefsMarch 3, 2024
ChinaDaily Briefs Daily Brief China: Xinyi Glass Holdings, Baidu, PDD Holdings and more In today’s briefing: Xinyi Glass (868 HK): Resilient FY23 Results; A Nice Dividend Play: AI…Smartkarma Daily BriefsMarch 2, 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 BriefsJapan Daily Brief Japan: Dai Nippon Printing, Shinko Electric Industries, TSE Tokyo Price Index TOPIX, Softbank Group, Trial Holdings, Japan Airlines, Pan Pacific International Holdings and more In today’s briefing: Dai-Nippon Printing (7912) - Whoomp There It Is! Part DeuxMerger Arb Mondays…Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsJapan Daily Brief Japan: ZOZO Inc, Keisei Electric Railway Co, JSR Corp, Comsys Holdings, Nihon Chouzai, TSE Tokyo Price Index TOPIX and more In today’s briefing: Index Rebalance & ETF Flow Recap: NKY, ASX, CSI300, A50, STTF, LowVol30,…Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsJapan Daily Brief Japan: Nippon Express Holdings, Tokyo Electron, COPRO-HOLDINGS Co Ltd, Tsuruha Holdings, Eisai Co Ltd, Frontier Management Inc and more In today’s briefing: Nippon Express (9147 JP): The Current PlaybookTokyo Electron (8035): Q3 FY03/24 Update3Q…Smartkarma Daily BriefsMarch 9, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co, Oriental Land, JSR Corp, Shinko Electric Industries, Ryohin Keikaku, Nikkei 225, Alphapolis, TSE Tokyo Price Index TOPIX and more In today’s briefing: Oriental Land (4661) Placement by Keisei Rail (9009) Says "That's the Door"Oriental…Smartkarma Daily BriefsMarch 8, 2024
Daily BriefsJapan Daily Brief Japan: Fast Retailing, Sakura internet, Japan Airlines, Daiichi Kigenso Kagaku Kogyo and more In today’s briefing: Sep24 Nikkei 225 Rebal - 2 ADDs, 2 DELETEs Maybe, but Rebals…Smartkarma Daily BriefsMarch 7, 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
Daily BriefsMacro Daily Brief Macro: The Week Ahead – US Core PCE and more In today’s briefing: The Week Ahead – US Core PCE, Euro Area Flash Inflation and…Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsMacro Daily Brief Macro: A New Era for Japanese Equities? New Highs Without the Valuation Froth of 1989 and more In today’s briefing: A New Era for Japanese Equities? New Highs Without the Valuation Froth…Smartkarma Daily BriefsFebruary 26, 2024
Daily BriefsMacro Daily Brief Macro: EUR-flation Watch: A major surprise is needed in February and more In today’s briefing: EUR-flation Watch: A major surprise is needed in February EUR-flation Watch: A…Smartkarma Daily BriefsFebruary 25, 2024
Daily BriefsMacro Daily Brief Macro: Buildup in US Crude Inventory Slows Amid Expectations of a Pick up in Refinery Utilisation Levels and more In today’s briefing: Buildup in US Crude Inventory Slows Amid Expectations of a Pick up…Smartkarma Daily BriefsFebruary 24, 2024
Daily BriefsMacro Daily Brief Macro: China Watch: Trading the latest rate cut stimulus and more In today’s briefing: China Watch: Trading the latest rate cut stimulusEA: HICP Median Splits HigherEnergy…Smartkarma Daily BriefsFebruary 23, 2024
CryptoDaily Briefs Daily Brief Crypto: 2023 High Conviction – Chainlink and more In today’s briefing: 2023 High Conviction – Chainlink, Bridging Blockchain with Real-World Data SourceA New…Smartkarma Daily BriefsDecember 9, 2022
CryptoDaily Briefs Daily Brief Crypto: Sporting Crypto – Dec 5th: The Casino and The Factory and more In today’s briefing: Sporting Crypto - Dec 5th: The Casino and The FactoryBearish Sentiment Hits…Smartkarma Daily BriefsDecember 6, 2022
CryptoDaily Briefs Daily Brief Crypto: Web3 Mini Report 2022 and more In today’s briefing: Web3 Mini Report 2022 Web3 Mini Report 2022By EtherbridgeLast year Etherbridge published…Smartkarma Daily BriefsDecember 4, 2022
CryptoDaily Briefs Daily Brief Crypto: Fighting for the Soul of Crypto and more In today’s briefing: Fighting for the Soul of Crypto Fighting for the Soul of CryptoBy…Smartkarma Daily BriefsDecember 3, 2022
CryptoDaily Briefs Daily Brief Crypto: Crypto.com and more In today’s briefing: Crypto.com, Independent Reserve in Top 5 for Strong AML; Binance Places 42ndThe…Smartkarma Daily BriefsDecember 2, 2022
CryptoDaily Briefs Daily Brief Crypto: Wrapped Assets Under Scrutiny and more In today’s briefing: Wrapped Assets Under Scrutiny Wrapped Assets Under ScrutinyBy KaikoPrice Movements: The stETH discount…Smartkarma Daily BriefsNovember 29, 2022
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 BriefsMost Read Most Read: Shenzhen New Industries Biomedical Engineering-A, Dai Nippon Printing, NVIDIA Corp, ZOZO Inc, Tencent, Emerald Resources Nl, IDP Education, Shinko Electric Industries, TSE Tokyo Price Index TOPIX, Softbank Group and more In today’s briefing: CSI300 Index Rebalance Preview: Potential Adds Outperforming Despite ETF InflowsDai-Nippon Printing (7912)…Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsMost Read Most Read: Yankuang Energy Group, Flight Centre Travel, DearU, Shenzhen New Industries Biomedical Engineering-A, Abacus Storage King, IDP Education, Hanon Systems, Nippon Express Holdings, Tencent, Keisei Electric Railway Co and more In today’s briefing: Index Rebalance & ETF Flow Recap: STAR50/100, FXI, NIFTY/NEXT50, S&P500, KOSPI, Goodman,…Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Shinko Electric Industries, JSR Corp, Shenzhen New Industries Biomedical Engineering-A, InterGlobe Aviation Ltd, Taiwan Semiconductor (TSMC), Abacus Storage King, Paradise Co Ltd, Hanon Systems, Nippon Express Holdings and more In today’s briefing: Oriental Land (4661) Placement by Keisei Rail (9009) Says "That's the Door"Shinko…Smartkarma Daily BriefsMarch 9, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Fast Retailing, Oriental Land, Shenzhen New Industries Biomedical Engineering-A, JSR Corp, Shinko Electric Industries, Taiwan Semiconductor (TSMC), Wiwynn Corp and more In today’s briefing: Oriental Land (4661) Placement by Keisei Rail (9009) Says "That's the Door"Sep24…Smartkarma Daily BriefsMarch 8, 2024
Daily BriefsMost Read Most Read: Woori Financial Group , Alumina Ltd, Titan Co Ltd, Fast Retailing, New World Development, IDP Education, ARM Holdings, Kumho Petro Chemical, Shenzhen New Industries Biomedical Engineering-A, Shinhan Financial and more In today’s briefing: Investigating Potential Block Deals Involving Korea's Financial Holding CompaniesAlumina (AWC AU): Further…Smartkarma Daily BriefsMarch 7, 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 BriefsEvent-Driven Daily Brief Event-Driven: Dai-Nippon Printing (7912) – Whoomp There It Is! Part Deux and more In today’s briefing: Dai-Nippon Printing (7912) - Whoomp There It Is! Part DeuxMV US Listed…Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Index Rebalance & ETF Flow Recap: NKY and more In today’s briefing: Index Rebalance & ETF Flow Recap: NKY, ASX, CSI300, A50, STTF, LowVol30,…Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Local Observations on Carlyle’s Possible Buyout of Hanon Systems and more In today’s briefing: Local Observations on Carlyle's Possible Buyout of Hanon SystemsEureka Group (EGH AU):…Smartkarma Daily BriefsMarch 9, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Oriental Land (4661) Placement by Keisei Rail (9009) Says “That’s the Door” and more In today’s briefing: Oriental Land (4661) Placement by Keisei Rail (9009) Says "That's the Door"JSR…Smartkarma Daily BriefsMarch 8, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Sep24 Nikkei 225 Rebal – 2 ADDs and more In today’s briefing: Sep24 Nikkei 225 Rebal - 2 ADDs, 2 DELETEs Maybe, but Rebals…Smartkarma Daily BriefsMarch 7, 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 BriefsECM Daily Brief ECM: ECM Weekly (19th Feb 2024) – Toei Ani and more In today’s briefing: ECM Weekly (19th Feb 2024) - Toei Ani, KB Fin, IIF, Trial,…Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsECM Daily Brief ECM: Weekly Deals Digest (18 Feb) – Toei and more In today’s briefing: Weekly Deals Digest (18 Feb) - Toei, Outsourcing, YSK, Altium, Ansarada, China…Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsECM Daily Brief ECM: Initial Thoughts on Hyundai Motor India IPO and more In today’s briefing: Initial Thoughts on Hyundai Motor India IPOCICC-Backed Chinese Chip Design Firm Fined…Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsECM Daily Brief ECM: Toei Animation (4816) – Shareholder Selldown To Meet Listing Hurdles – Bigly and more In today’s briefing: Toei Animation (4816) - Shareholder Selldown To Meet Listing Hurdles - Bigly,…Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsECM Daily Brief ECM: APR IPO Book-Building Results Analysis and more In today’s briefing: APR IPO Book-Building Results AnalysisZhejiang Taimei Medical Technology Pre-IPO TearsheetBharti Hexacom Pre-IPO…Smartkarma Daily BriefsFebruary 14, 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 BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: [Tencent (700 HK and more In today’s briefing: : Core Business Is Robust While VA Is Expanding FastPC Monitor: Long…Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Copper Is the New “GOLD”: India’s Rush for Rare Minerals and more In today’s briefing: Copper Is the New "GOLD": India's Rush for Rare MineralsBaidu Inc.: Are…Smartkarma Daily BriefsMarch 9, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: JD.com (JD US): Improved Shareholder Return Is Key and more In today’s briefing: JD.com (JD US): Improved Shareholder Return Is KeyChina Vanke: Should Investors Be…Smartkarma Daily BriefsMarch 8, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Hua Hong Semiconductor: AI and more In today’s briefing: Hua Hong Semiconductor: AI, EV and New Energy Opportunities at a Leading…Smartkarma Daily BriefsMarch 7, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Decoding Tata Motors Demerger: The Way Ahead and more In today’s briefing: Decoding Tata Motors Demerger: The Way AheadSea Ltd: No Nearer to Stable…Smartkarma Daily BriefsMarch 6, 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
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Asustek Computer and more In today’s briefing: : Core Business Is Robust While VA Is Expanding FastPC Monitor: Long…Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Astera Labs , Baidu, Tokyo Electron, Monolithic Power Systems, Inc, Autodesk Inc, Nutanix Inc, Hewlett Packard Enterprise , Elastic NV, Netapp Inc, NetEase and more In today’s briefing: Astera Labs IPO Valuation Update: Multiples Appear Rich, Limited Post-IPO UpsideBaidu Inc.:…Smartkarma Daily BriefsMarch 9, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, SenseTime Group , Telefonica Deutschland Holding, Spirent Communications, Zoom Video Communications Inc, Taiwan Semiconductor (TSMC), Snowflake , Salesforce.Com Inc, Ebay Inc, Lianlian DigiTech and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Is Considerably Changed NowQuiddity HSCEI Jun…Smartkarma Daily BriefsMarch 8, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hua Hong Semiconductor, ARM Holdings, Taiwan Semiconductor (TSMC), Sakura internet, Wiwynn Corp, Redbubble Ltd, Globalwafers, Hewlett Packard Enterprise and more In today’s briefing: Hua Hong Semiconductor: AI, EV and New Energy Opportunities at a Leading…Smartkarma Daily BriefsMarch 7, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: CELSYS, Sea , ARM Holdings, WRKR, Keywords Studios, Shenandoah Telecommunications Company and more In today’s briefing: TOPIX Inclusions: Who Is Ready (Mar 2024)Sea Ltd: No Nearer to Stable…Smartkarma Daily BriefsMarch 6, 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
ChinaDaily Briefs Daily Brief China: Tuhu Car , Yihai Int’L Holding, Xunfei Healthcare Technology, Innovent Biologics Inc, Japfa Comfeed Indonesia and more In today’s briefing: Tuhu Car Lock-Up Expiry - Would Need Some Selling to Improve Liquidity…Smartkarma Daily BriefsMarch 6, 2024
ChinaDaily Briefs Daily Brief China: Alibaba (ADR), NetEase Inc, Vinda International, BeiGene , Hang Seng Index, Trip.com, Vipshop Holdings, China Travel International Investment Hong Kong, China Construction Bank H and more In today’s briefing: China Consumption Weekly (4 Mar 2024): Alibaba, Sun Art, Li Auto, Nayuki,…Smartkarma Daily BriefsMarch 5, 2024
ChinaDaily Briefs Daily Brief China: China Telecom (H), Great Wall Motor, Contemporary Amperex Technology (CATL), Jiangsu Hengrui Medicine, Shaanxi Coal Industry, Chongho Bridge, Meituan, Chongqing Taiji Industry (Group) A, CIMC Vehicles Group , China Jinmao Holdings and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 1 Mar 2024); Continued Big Buys of…Smartkarma Daily BriefsMarch 4, 2024
ChinaDaily Briefs Daily Brief China: Yankuang Energy Group, MediConCen and more In today’s briefing: Index Rebalance & ETF Flow Recap: STAR50/100, FXI, NIFTY/NEXT50, S&P500, KOSPI, Goodman,…Smartkarma Daily BriefsMarch 3, 2024
ChinaDaily Briefs Daily Brief China: Xinyi Glass Holdings, Baidu, PDD Holdings and more In today’s briefing: Xinyi Glass (868 HK): Resilient FY23 Results; A Nice Dividend Play: AI…Smartkarma Daily BriefsMarch 2, 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 BriefsJapan Daily Brief Japan: Dai Nippon Printing, Shinko Electric Industries, TSE Tokyo Price Index TOPIX, Softbank Group, Trial Holdings, Japan Airlines, Pan Pacific International Holdings and more In today’s briefing: Dai-Nippon Printing (7912) - Whoomp There It Is! Part DeuxMerger Arb Mondays…Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsJapan Daily Brief Japan: ZOZO Inc, Keisei Electric Railway Co, JSR Corp, Comsys Holdings, Nihon Chouzai, TSE Tokyo Price Index TOPIX and more In today’s briefing: Index Rebalance & ETF Flow Recap: NKY, ASX, CSI300, A50, STTF, LowVol30,…Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsJapan Daily Brief Japan: Nippon Express Holdings, Tokyo Electron, COPRO-HOLDINGS Co Ltd, Tsuruha Holdings, Eisai Co Ltd, Frontier Management Inc and more In today’s briefing: Nippon Express (9147 JP): The Current PlaybookTokyo Electron (8035): Q3 FY03/24 Update3Q…Smartkarma Daily BriefsMarch 9, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co, Oriental Land, JSR Corp, Shinko Electric Industries, Ryohin Keikaku, Nikkei 225, Alphapolis, TSE Tokyo Price Index TOPIX and more In today’s briefing: Oriental Land (4661) Placement by Keisei Rail (9009) Says "That's the Door"Oriental…Smartkarma Daily BriefsMarch 8, 2024
Daily BriefsJapan Daily Brief Japan: Fast Retailing, Sakura internet, Japan Airlines, Daiichi Kigenso Kagaku Kogyo and more In today’s briefing: Sep24 Nikkei 225 Rebal - 2 ADDs, 2 DELETEs Maybe, but Rebals…Smartkarma Daily BriefsMarch 7, 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
Daily BriefsMacro Daily Brief Macro: The Week Ahead – US Core PCE and more In today’s briefing: The Week Ahead – US Core PCE, Euro Area Flash Inflation and…Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsMacro Daily Brief Macro: A New Era for Japanese Equities? New Highs Without the Valuation Froth of 1989 and more In today’s briefing: A New Era for Japanese Equities? New Highs Without the Valuation Froth…Smartkarma Daily BriefsFebruary 26, 2024
Daily BriefsMacro Daily Brief Macro: EUR-flation Watch: A major surprise is needed in February and more In today’s briefing: EUR-flation Watch: A major surprise is needed in February EUR-flation Watch: A…Smartkarma Daily BriefsFebruary 25, 2024
Daily BriefsMacro Daily Brief Macro: Buildup in US Crude Inventory Slows Amid Expectations of a Pick up in Refinery Utilisation Levels and more In today’s briefing: Buildup in US Crude Inventory Slows Amid Expectations of a Pick up…Smartkarma Daily BriefsFebruary 24, 2024
Daily BriefsMacro Daily Brief Macro: China Watch: Trading the latest rate cut stimulus and more In today’s briefing: China Watch: Trading the latest rate cut stimulusEA: HICP Median Splits HigherEnergy…Smartkarma Daily BriefsFebruary 23, 2024
CryptoDaily Briefs Daily Brief Crypto: 2023 High Conviction – Chainlink and more In today’s briefing: 2023 High Conviction – Chainlink, Bridging Blockchain with Real-World Data SourceA New…Smartkarma Daily BriefsDecember 9, 2022
CryptoDaily Briefs Daily Brief Crypto: Sporting Crypto – Dec 5th: The Casino and The Factory and more In today’s briefing: Sporting Crypto - Dec 5th: The Casino and The FactoryBearish Sentiment Hits…Smartkarma Daily BriefsDecember 6, 2022
CryptoDaily Briefs Daily Brief Crypto: Web3 Mini Report 2022 and more In today’s briefing: Web3 Mini Report 2022 Web3 Mini Report 2022By EtherbridgeLast year Etherbridge published…Smartkarma Daily BriefsDecember 4, 2022
CryptoDaily Briefs Daily Brief Crypto: Fighting for the Soul of Crypto and more In today’s briefing: Fighting for the Soul of Crypto Fighting for the Soul of CryptoBy…Smartkarma Daily BriefsDecember 3, 2022
CryptoDaily Briefs Daily Brief Crypto: Crypto.com and more In today’s briefing: Crypto.com, Independent Reserve in Top 5 for Strong AML; Binance Places 42ndThe…Smartkarma Daily BriefsDecember 2, 2022
CryptoDaily Briefs Daily Brief Crypto: Wrapped Assets Under Scrutiny and more In today’s briefing: Wrapped Assets Under Scrutiny Wrapped Assets Under ScrutinyBy KaikoPrice Movements: The stETH discount…Smartkarma Daily BriefsNovember 29, 2022