Daily BriefsMost Read Most Read: Kokusai Electric , Aisin , Recruit Holdings, Hanwha Corporation, Asia Cement China, Ryohin Keikaku, Kelun Biotech, Korea Stock Exchange Kospi Index and more In today’s briefing: Kokusai Electric IPO Lock-Up - KKR Will Be Tempted by the US$2.7bn…Smartkarma Daily BriefsJuly 10, 2024
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, Zip , Shanghai Henlius Biotech , Clio Cosmetics, Softbank Corp, GoodWe Technologies , Kakao Games , Honda Motor, China Resources Pharmaceutical, MD Pictures Tbk PT and more In today’s briefing: Merger Arb Mondays (08 Jul) - China TCM, L'Occitane, A8 Media, GA…Smartkarma Daily BriefsJuly 9, 2024
Daily BriefsMost Read Most Read: Mitsui Matsushima, Aisin , TSE Tokyo Price Index TOPIX, Canvest Environmental Protection Group, Honda Motor, China Traditional Chinese Medicine, Zip , Timee Inc, ICBC (H) and more In today’s briefing: JAPAN ACTIVISM: Murakami Target Mitsui Matsushima Cleans UpAisin (7259 JP): The Current…Smartkarma Daily BriefsJuly 8, 2024
Daily BriefsMost Read Most Read: Hanwha Aerospace, Hanwha Corporation, Aisin , Mitsui Matsushima, Korea Stock Exchange Kospi Index, Tesla , Hang Seng Index, L’Occitane, ASM Pacific Technology, Shift Up and more In today’s briefing: What Did NPS Buy and Sell in Korean Stock Market in 2Q…Smartkarma Daily BriefsJuly 7, 2024
Daily BriefsMost Read Most Read: Honda Motor, Robosense Technology, Korea Stock Exchange KOSPI 200, Hanwha Corporation, Aisin , Mitsui Matsushima, Korea Stock Exchange Kospi Index, SHEIN, J&T Global Express and more In today’s briefing: Big ¥500bn Honda (7267) Offering Is SmallRobosense IPO Lock-Up Expiry - US$2.8bn…Smartkarma Daily BriefsJuly 6, 2024
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, Honda Motor, Toyota Motor, Daidoh Ltd, Douyu International Holdings, SUNWELS Co, Yangzijiang Shipbuilding, Korea Stock Exchange KOSPI 200 and more In today’s briefing: China TCM (570.HK) Update - Behind The Share Price Plunge and Prospects…Smartkarma Daily BriefsJuly 5, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Toyota Group Cross-Holding Structure Primer – Holdings and more In today’s briefing: Toyota Group Cross-Holding Structure Primer - Holdings, Unwind Progress, Buyback Policies, EtcNikkei…Smartkarma Daily BriefsJuly 10, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Exploring the Kakao Corp and Krafton Deal Potential for Kakao Games and more In today’s briefing: Exploring the Kakao Corp and Krafton Deal Potential for Kakao GamesHonda (7267)…Smartkarma Daily BriefsJuly 9, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Fy23 GPIF Results and Portfolio Changes – Outlook for FY24 and more In today’s briefing: Fy23 GPIF Results and Portfolio Changes - Outlook for FY24Canvest Environmental (1381…Smartkarma Daily BriefsJuly 8, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: Sermsuk and more In today’s briefing: (Mostly) Asia-Pac M&A: Sermsuk, L'Occitane, Shinko Electric, MMA Offshore, HollysysWeekly Deals Digest…Smartkarma Daily BriefsJuly 7, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Hanwha Corp Tender Offer Details & Arbitrage Trading Assessment and more In today’s briefing: Hanwha Corp Tender Offer Details & Arbitrage Trading AssessmentJAPAN ACTIVISM: Murakami Target…Smartkarma Daily BriefsJuly 6, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: JAPAN ACTIVISM: Strategic Capital Target Daido (3205) Now A Murakami Target Too and more In today’s briefing: JAPAN ACTIVISM: Strategic Capital Target Daido (3205) Now A Murakami Target TooScreening…Smartkarma Daily BriefsJuly 5, 2024
Daily BriefsECM Daily Brief ECM: Johor Plantations IPO Trading – Mediocre Sub Rates and more In today’s briefing: Johor Plantations IPO Trading - Mediocre Sub Rates, Although Cornerstones Could Provide…Smartkarma Daily BriefsJuly 9, 2024
Daily BriefsECM Daily Brief ECM: Timee (215A JP) IPO: Valuation Insights and more In today’s briefing: Timee (215A JP) IPO: Valuation InsightsSHEIN/Temu/AliExpress: As US Mulls Reforming "De Minimis"…Smartkarma Daily BriefsJuly 8, 2024
Daily BriefsECM Daily Brief ECM: Shift Up IPO: Final Allocation Results and more In today’s briefing: Shift Up IPO: Final Allocation Results, Lockup Release Schedule, & Index Float…Smartkarma Daily BriefsJuly 7, 2024
Daily BriefsECM Daily Brief ECM: Aisin (7259 JP): The Current Playbook and more In today’s briefing: Aisin (7259 JP): The Current PlaybookSHEIN: Teaming up with Reliance Retail to…Smartkarma Daily BriefsJuly 6, 2024
Daily BriefsECM Daily Brief ECM: Big ¥500bn Honda (7267) Offering Is Small and more In today’s briefing: Big ¥500bn Honda (7267) Offering Is SmallHonda (7267 JP): A US$3.3 Billion…Smartkarma Daily BriefsJuly 5, 2024
Daily BriefsECM Daily Brief ECM: Timee (215A JP) IPO: The Bull Case and more In today’s briefing: Timee (215A JP) IPO: The Bull CaseEmcure Pharmaceuticals Pre-IPO - Refiling Updates…Smartkarma Daily BriefsJuly 4, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Recruit (6098 JP) – BIG Headline Buyback But Disappointing if That Is Best Use Of Cash and more In today’s briefing: Recruit (6098 JP) - BIG Headline Buyback But Disappointing if That Is…Smartkarma Daily BriefsJuly 10, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Softbank Corp (9434) – Accounting for the Accounting Is Complicated Redux – So Be Bearish and more In today’s briefing: Softbank Corp (9434) - Accounting for the Accounting Is Complicated Redux -…Smartkarma Daily BriefsJuly 9, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Cathay Pacific (293 HK and more In today’s briefing: Cathay Pacific (293 HK, BUY, TP:HKD):Silergy (6415.TT): Trial-Run with Vanguard, and Recent…Smartkarma Daily BriefsJuly 8, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Asian Dividend Gems: Chow Tai Fook Jewellery and more In today’s briefing: Asian Dividend Gems: Chow Tai Fook JewelleryBerli Jucker (BJC TB) - Big…Smartkarma Daily BriefsJuly 7, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Outpacing Delivery Expectations Sends Shares Soaring. Is Tesla the Most Undervalued AI Name? and more In today’s briefing: Outpacing Delivery Expectations Sends Shares Soaring. Is Tesla the Most Undervalued AI…Smartkarma Daily BriefsJuly 6, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: HDFC Bank – Rebalancing & MUFG Acquisition Benefit and more In today’s briefing: HDFC Bank - Rebalancing & MUFG Acquisition Benefit, Ongoing NPL Stability &…Smartkarma Daily BriefsJuly 5, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Kokusai Electric , CELSYS, Micron Technology, Shift Up, Netdragon Websoft, Arlo Technologies Inc, Cirrus Logic, Accenture Plc Cl A, BILL Holdings and more In today’s briefing: KKR To Sell a 20-22% Stake in Kokusai Electric (6525)?Kokusai Electric (6525…Smartkarma Daily BriefsJuly 10, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Softbank Corp, Kakao Games , MD Pictures Tbk PT, Hua Hong Semiconductor, Sohu.com, Qualcomm Inc, Rapid7 Inc, Ubiquiti Inc., Usen-Next Holdings Co Ltd, Flex and more In today’s briefing: Softbank Corp (9434) - Accounting for the Accounting Is Complicated Redux -…Smartkarma Daily BriefsJuly 9, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Silergy Corp, Vanguard Intl Semiconductor and more In today’s briefing: Silergy (6415.TT): Trial-Run with Vanguard, and Recent Stock Drops Represent an Entry…Smartkarma Daily BriefsJuly 8, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: ASM Pacific Technology, Shift Up and more In today’s briefing: Quiddity Leaderboard HSTECH Sep 24: Reference Period Over; One Change Likely; US$733mn…Smartkarma Daily BriefsJuly 7, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Wix.Com Ltd, Credo Technology Group Holding, Ambarella Inc, Nano Dimension , Lions Gate Entertainment , iHeartMedia, Xerox Holdings and more In today’s briefing: Wix.com Ltd. - Improved Monetization Leading to Increasing ARPS! - Major DriversCredo…Smartkarma Daily BriefsJuly 6, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Douyu International Holdings, Dell Technologies , Digital Arts, Delta Air Lines and more In today’s briefing: Screening For The Next Douyu (DOYU US)S&P 500 / S&P 1500: Deriving…Smartkarma Daily BriefsJuly 5, 2024
ChinaDaily Briefs Daily Brief China: UMP Healthcare, Hong Kong Television Network, Dobot, EC Healthcare, Netdragon Websoft, New Horizon Health , PT Pertamina (Persero) and more In today’s briefing: UMP Healthcare (722 HK): Parsing the Announcement on The Major One-Time GainHKTV…Smartkarma Daily BriefsJuly 10, 2024
ChinaDaily Briefs Daily Brief China: Canvest Environmental Protection Group, China Traditional Chinese Medicine, SHEIN, ICBC (H), Shanghai Henlius Biotech , Luxshare Precision Industry, GoodWe Technologies , Cathay Pacific Airways, Dobot, BYD and more In today’s briefing: Canvest Environmental (1381 HK): Possible Privatisation at HK$4.90Merger Arb Mondays (08 Jul)…Smartkarma Daily BriefsJuly 8, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, ESR Group , ASM Pacific Technology, Chow Tai Fook Jewellery, Shanghai Junshi Biosciences , JD Logistics and more In today’s briefing: (Mostly) Asia-Pac M&A: Sermsuk, L'Occitane, Shinko Electric, MMA Offshore, HollysysWeekly Deals Digest…Smartkarma Daily BriefsJuly 7, 2024
ChinaDaily Briefs Daily Brief China: SHEIN, J&T Global Express , Hang Seng Index and more In today’s briefing: SHEIN: Teaming up with Reliance Retail to Re-Enter India. A Win-Win MoveHK…Smartkarma Daily BriefsJuly 6, 2024
ChinaDaily Briefs Daily Brief China: Samvardhana Motherson Automotive Systems Group BV, Hozon New Energy Automobile Co Ltd and more In today’s briefing: Morning Views Asia: Road King Infrastructure, Samvardhana Motherson International LtdHozon New Energy…Smartkarma Daily BriefsJuly 5, 2024
ChinaDaily Briefs Daily Brief China: ESR Group , Shougang Fushan Resources, China Vanke , UGenix Biotech and more In today’s briefing: ESR Group (1821 HK): Consortium’s Expansion Talks Suggest ProgressFushan Energy (639 HK):…Smartkarma Daily BriefsJuly 4, 2024
Daily BriefsJapan Daily Brief Japan: Kokusai Electric , Aisin , Recruit Holdings, Ryohin Keikaku, CELSYS, Mercari , Aeon Delight, TSE Tokyo Price Index TOPIX and more In today’s briefing: KKR To Sell a 20-22% Stake in Kokusai Electric (6525)?Toyota Group Cross-Holding…Smartkarma Daily BriefsJuly 10, 2024
Daily BriefsJapan Daily Brief Japan: Kawasaki Heavy Industries, Yaoko Co Ltd, Skymark Airlines, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: Kawasaki Heavy (7012) | Hydrogen Strategy Ignites Stock MarketYaoko: 34 Years of…Smartkarma Daily BriefsJuly 8, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX, Timee Inc, Toyota Motor and more In today’s briefing: Fy23 GPIF Results and Portfolio Changes - Outlook for FY24Timee (215A JP)…Smartkarma Daily BriefsJuly 8, 2024
Daily BriefsJapan Daily Brief Japan: Honda Motor and more In today’s briefing: Last Week in Event SPACE: Barito Renewables, Honda, Raffles Medical, Daidoh, Hanwha…Smartkarma Daily BriefsJuly 7, 2024
Daily BriefsJapan Daily Brief Japan: Aisin , Mitsui Matsushima, Onward Holdings, TSE Tokyo Price Index TOPIX, Bike O & Co Ltd and more In today’s briefing: Aisin (7259 JP): The Current PlaybookJAPAN ACTIVISM: Murakami Target Mitsui Matsushima Cleans…Smartkarma Daily BriefsJuly 6, 2024
Daily BriefsJapan Daily Brief Japan: Honda Motor, Daidoh Ltd, SUNWELS Co, Timee Inc, Aisin , Digital Arts, Tsubakimoto Kogyo, Srg Takamiya and more In today’s briefing: Big ¥500bn Honda (7267) Offering Is SmallJAPAN ACTIVISM: Strategic Capital Target Daido…Smartkarma Daily BriefsJuly 5, 2024
Daily BriefsMacro Daily Brief Macro: Steno Signals #107 – The 3 indicators you NEED to watch on recession risks and more In today’s briefing: Steno Signals #107 – The 3 indicators you NEED to watch on…Smartkarma Daily BriefsJuly 9, 2024
Daily BriefsMacro Daily Brief Macro: Fed Sees Economy Cooling as Leading Indicators Also Suggest Softer Looming Trend and more In today’s briefing: Fed Sees Economy Cooling as Leading Indicators Also Suggest Softer Looming TrendTops…Smartkarma Daily BriefsJuly 8, 2024
Daily BriefsMacro Daily Brief Macro: Hong Kong Services PMI: True Recovery or One-Off Improvement? and more In today’s briefing: Hong Kong Services PMI: True Recovery or One-Off Improvement? Hong Kong Services…Smartkarma Daily BriefsJuly 7, 2024
Daily BriefsMacro Daily Brief Macro: Hong Kong: How Much GDP Is Deduced from the Northern Spending of Hong Kong Residents and more In today’s briefing: Hong Kong: How Much GDP Is Deduced from the Northern Spending of…Smartkarma Daily BriefsJuly 6, 2024
Daily BriefsMacro Daily Brief Macro: Three Risk-Off Signals Offset by One Risk-On Signal? and more In today’s briefing: Three Risk-Off Signals Offset by One Risk-On Signal?Is Underlying Inflation Edging Higher,…Smartkarma Daily BriefsJuly 5, 2024
Daily BriefsMacro Daily Brief Macro: Korean Government Announces Corporate and Dividend Tax Incentives Under Corporate Value Up Program and more In today’s briefing: Korean Government Announces Corporate and Dividend Tax Incentives Under Corporate Value Up…Smartkarma Daily BriefsJuly 4, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #32 – Exploring the U.S.-based Bitcoin ETFs Basis Trade and more In today’s briefing: Crypto Moves #32 – Exploring the U.S.-based Bitcoin ETFs Basis Trade Crypto…Smartkarma Daily BriefsJune 14, 2024
CryptoDaily Briefs Daily Brief Crypto: ETF Flows Shine As BTC Flirts With Range Highs and more In today’s briefing: ETF Flows Shine As BTC Flirts With Range Highs ETF Flows Shine…Smartkarma Daily BriefsJune 12, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: How Much of the Bitcoin ETF Inflow Comes from Basis Trading? and more In today’s briefing: Crypto Crisp: How Much of the Bitcoin ETF Inflow Comes from Basis…Smartkarma Daily BriefsJune 11, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #31 – Do Not Fear Mt. Gox Repayments and more In today’s briefing: Crypto Moves #31 – Do Not Fear Mt. Gox Repayments Crypto Moves…Smartkarma Daily BriefsJune 8, 2024
CryptoDaily Briefs Daily Brief Crypto: April Showers Bring May Flowers and more In today’s briefing: April Showers Bring May FlowersCrypto Crisp: Three In A Row April Showers…Smartkarma Daily BriefsJune 5, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #30 – The European Union’s MiCA Removes Tether from the Market and more In today’s briefing: Crypto Moves #30 – The European Union’s MiCA Removes Tether from the…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsMost Read Most Read: Kokusai Electric , Aisin , Recruit Holdings, Hanwha Corporation, Asia Cement China, Ryohin Keikaku, Kelun Biotech, Korea Stock Exchange Kospi Index and more In today’s briefing: Kokusai Electric IPO Lock-Up - KKR Will Be Tempted by the US$2.7bn…Smartkarma Daily BriefsJuly 10, 2024
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, Zip , Shanghai Henlius Biotech , Clio Cosmetics, Softbank Corp, GoodWe Technologies , Kakao Games , Honda Motor, China Resources Pharmaceutical, MD Pictures Tbk PT and more In today’s briefing: Merger Arb Mondays (08 Jul) - China TCM, L'Occitane, A8 Media, GA…Smartkarma Daily BriefsJuly 9, 2024
Daily BriefsMost Read Most Read: Mitsui Matsushima, Aisin , TSE Tokyo Price Index TOPIX, Canvest Environmental Protection Group, Honda Motor, China Traditional Chinese Medicine, Zip , Timee Inc, ICBC (H) and more In today’s briefing: JAPAN ACTIVISM: Murakami Target Mitsui Matsushima Cleans UpAisin (7259 JP): The Current…Smartkarma Daily BriefsJuly 8, 2024
Daily BriefsMost Read Most Read: Hanwha Aerospace, Hanwha Corporation, Aisin , Mitsui Matsushima, Korea Stock Exchange Kospi Index, Tesla , Hang Seng Index, L’Occitane, ASM Pacific Technology, Shift Up and more In today’s briefing: What Did NPS Buy and Sell in Korean Stock Market in 2Q…Smartkarma Daily BriefsJuly 7, 2024
Daily BriefsMost Read Most Read: Honda Motor, Robosense Technology, Korea Stock Exchange KOSPI 200, Hanwha Corporation, Aisin , Mitsui Matsushima, Korea Stock Exchange Kospi Index, SHEIN, J&T Global Express and more In today’s briefing: Big ¥500bn Honda (7267) Offering Is SmallRobosense IPO Lock-Up Expiry - US$2.8bn…Smartkarma Daily BriefsJuly 6, 2024
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, Honda Motor, Toyota Motor, Daidoh Ltd, Douyu International Holdings, SUNWELS Co, Yangzijiang Shipbuilding, Korea Stock Exchange KOSPI 200 and more In today’s briefing: China TCM (570.HK) Update - Behind The Share Price Plunge and Prospects…Smartkarma Daily BriefsJuly 5, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Toyota Group Cross-Holding Structure Primer – Holdings and more In today’s briefing: Toyota Group Cross-Holding Structure Primer - Holdings, Unwind Progress, Buyback Policies, EtcNikkei…Smartkarma Daily BriefsJuly 10, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Exploring the Kakao Corp and Krafton Deal Potential for Kakao Games and more In today’s briefing: Exploring the Kakao Corp and Krafton Deal Potential for Kakao GamesHonda (7267)…Smartkarma Daily BriefsJuly 9, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Fy23 GPIF Results and Portfolio Changes – Outlook for FY24 and more In today’s briefing: Fy23 GPIF Results and Portfolio Changes - Outlook for FY24Canvest Environmental (1381…Smartkarma Daily BriefsJuly 8, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: Sermsuk and more In today’s briefing: (Mostly) Asia-Pac M&A: Sermsuk, L'Occitane, Shinko Electric, MMA Offshore, HollysysWeekly Deals Digest…Smartkarma Daily BriefsJuly 7, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Hanwha Corp Tender Offer Details & Arbitrage Trading Assessment and more In today’s briefing: Hanwha Corp Tender Offer Details & Arbitrage Trading AssessmentJAPAN ACTIVISM: Murakami Target…Smartkarma Daily BriefsJuly 6, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: JAPAN ACTIVISM: Strategic Capital Target Daido (3205) Now A Murakami Target Too and more In today’s briefing: JAPAN ACTIVISM: Strategic Capital Target Daido (3205) Now A Murakami Target TooScreening…Smartkarma Daily BriefsJuly 5, 2024
Daily BriefsECM Daily Brief ECM: Johor Plantations IPO Trading – Mediocre Sub Rates and more In today’s briefing: Johor Plantations IPO Trading - Mediocre Sub Rates, Although Cornerstones Could Provide…Smartkarma Daily BriefsJuly 9, 2024
Daily BriefsECM Daily Brief ECM: Timee (215A JP) IPO: Valuation Insights and more In today’s briefing: Timee (215A JP) IPO: Valuation InsightsSHEIN/Temu/AliExpress: As US Mulls Reforming "De Minimis"…Smartkarma Daily BriefsJuly 8, 2024
Daily BriefsECM Daily Brief ECM: Shift Up IPO: Final Allocation Results and more In today’s briefing: Shift Up IPO: Final Allocation Results, Lockup Release Schedule, & Index Float…Smartkarma Daily BriefsJuly 7, 2024
Daily BriefsECM Daily Brief ECM: Aisin (7259 JP): The Current Playbook and more In today’s briefing: Aisin (7259 JP): The Current PlaybookSHEIN: Teaming up with Reliance Retail to…Smartkarma Daily BriefsJuly 6, 2024
Daily BriefsECM Daily Brief ECM: Big ¥500bn Honda (7267) Offering Is Small and more In today’s briefing: Big ¥500bn Honda (7267) Offering Is SmallHonda (7267 JP): A US$3.3 Billion…Smartkarma Daily BriefsJuly 5, 2024
Daily BriefsECM Daily Brief ECM: Timee (215A JP) IPO: The Bull Case and more In today’s briefing: Timee (215A JP) IPO: The Bull CaseEmcure Pharmaceuticals Pre-IPO - Refiling Updates…Smartkarma Daily BriefsJuly 4, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Recruit (6098 JP) – BIG Headline Buyback But Disappointing if That Is Best Use Of Cash and more In today’s briefing: Recruit (6098 JP) - BIG Headline Buyback But Disappointing if That Is…Smartkarma Daily BriefsJuly 10, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Softbank Corp (9434) – Accounting for the Accounting Is Complicated Redux – So Be Bearish and more In today’s briefing: Softbank Corp (9434) - Accounting for the Accounting Is Complicated Redux -…Smartkarma Daily BriefsJuly 9, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Cathay Pacific (293 HK and more In today’s briefing: Cathay Pacific (293 HK, BUY, TP:HKD):Silergy (6415.TT): Trial-Run with Vanguard, and Recent…Smartkarma Daily BriefsJuly 8, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Asian Dividend Gems: Chow Tai Fook Jewellery and more In today’s briefing: Asian Dividend Gems: Chow Tai Fook JewelleryBerli Jucker (BJC TB) - Big…Smartkarma Daily BriefsJuly 7, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Outpacing Delivery Expectations Sends Shares Soaring. Is Tesla the Most Undervalued AI Name? and more In today’s briefing: Outpacing Delivery Expectations Sends Shares Soaring. Is Tesla the Most Undervalued AI…Smartkarma Daily BriefsJuly 6, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: HDFC Bank – Rebalancing & MUFG Acquisition Benefit and more In today’s briefing: HDFC Bank - Rebalancing & MUFG Acquisition Benefit, Ongoing NPL Stability &…Smartkarma Daily BriefsJuly 5, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Kokusai Electric , CELSYS, Micron Technology, Shift Up, Netdragon Websoft, Arlo Technologies Inc, Cirrus Logic, Accenture Plc Cl A, BILL Holdings and more In today’s briefing: KKR To Sell a 20-22% Stake in Kokusai Electric (6525)?Kokusai Electric (6525…Smartkarma Daily BriefsJuly 10, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Softbank Corp, Kakao Games , MD Pictures Tbk PT, Hua Hong Semiconductor, Sohu.com, Qualcomm Inc, Rapid7 Inc, Ubiquiti Inc., Usen-Next Holdings Co Ltd, Flex and more In today’s briefing: Softbank Corp (9434) - Accounting for the Accounting Is Complicated Redux -…Smartkarma Daily BriefsJuly 9, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Silergy Corp, Vanguard Intl Semiconductor and more In today’s briefing: Silergy (6415.TT): Trial-Run with Vanguard, and Recent Stock Drops Represent an Entry…Smartkarma Daily BriefsJuly 8, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: ASM Pacific Technology, Shift Up and more In today’s briefing: Quiddity Leaderboard HSTECH Sep 24: Reference Period Over; One Change Likely; US$733mn…Smartkarma Daily BriefsJuly 7, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Wix.Com Ltd, Credo Technology Group Holding, Ambarella Inc, Nano Dimension , Lions Gate Entertainment , iHeartMedia, Xerox Holdings and more In today’s briefing: Wix.com Ltd. - Improved Monetization Leading to Increasing ARPS! - Major DriversCredo…Smartkarma Daily BriefsJuly 6, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Douyu International Holdings, Dell Technologies , Digital Arts, Delta Air Lines and more In today’s briefing: Screening For The Next Douyu (DOYU US)S&P 500 / S&P 1500: Deriving…Smartkarma Daily BriefsJuly 5, 2024
ChinaDaily Briefs Daily Brief China: UMP Healthcare, Hong Kong Television Network, Dobot, EC Healthcare, Netdragon Websoft, New Horizon Health , PT Pertamina (Persero) and more In today’s briefing: UMP Healthcare (722 HK): Parsing the Announcement on The Major One-Time GainHKTV…Smartkarma Daily BriefsJuly 10, 2024
ChinaDaily Briefs Daily Brief China: Canvest Environmental Protection Group, China Traditional Chinese Medicine, SHEIN, ICBC (H), Shanghai Henlius Biotech , Luxshare Precision Industry, GoodWe Technologies , Cathay Pacific Airways, Dobot, BYD and more In today’s briefing: Canvest Environmental (1381 HK): Possible Privatisation at HK$4.90Merger Arb Mondays (08 Jul)…Smartkarma Daily BriefsJuly 8, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, ESR Group , ASM Pacific Technology, Chow Tai Fook Jewellery, Shanghai Junshi Biosciences , JD Logistics and more In today’s briefing: (Mostly) Asia-Pac M&A: Sermsuk, L'Occitane, Shinko Electric, MMA Offshore, HollysysWeekly Deals Digest…Smartkarma Daily BriefsJuly 7, 2024
ChinaDaily Briefs Daily Brief China: SHEIN, J&T Global Express , Hang Seng Index and more In today’s briefing: SHEIN: Teaming up with Reliance Retail to Re-Enter India. A Win-Win MoveHK…Smartkarma Daily BriefsJuly 6, 2024
ChinaDaily Briefs Daily Brief China: Samvardhana Motherson Automotive Systems Group BV, Hozon New Energy Automobile Co Ltd and more In today’s briefing: Morning Views Asia: Road King Infrastructure, Samvardhana Motherson International LtdHozon New Energy…Smartkarma Daily BriefsJuly 5, 2024
ChinaDaily Briefs Daily Brief China: ESR Group , Shougang Fushan Resources, China Vanke , UGenix Biotech and more In today’s briefing: ESR Group (1821 HK): Consortium’s Expansion Talks Suggest ProgressFushan Energy (639 HK):…Smartkarma Daily BriefsJuly 4, 2024
Daily BriefsJapan Daily Brief Japan: Kokusai Electric , Aisin , Recruit Holdings, Ryohin Keikaku, CELSYS, Mercari , Aeon Delight, TSE Tokyo Price Index TOPIX and more In today’s briefing: KKR To Sell a 20-22% Stake in Kokusai Electric (6525)?Toyota Group Cross-Holding…Smartkarma Daily BriefsJuly 10, 2024
Daily BriefsJapan Daily Brief Japan: Kawasaki Heavy Industries, Yaoko Co Ltd, Skymark Airlines, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: Kawasaki Heavy (7012) | Hydrogen Strategy Ignites Stock MarketYaoko: 34 Years of…Smartkarma Daily BriefsJuly 8, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX, Timee Inc, Toyota Motor and more In today’s briefing: Fy23 GPIF Results and Portfolio Changes - Outlook for FY24Timee (215A JP)…Smartkarma Daily BriefsJuly 8, 2024
Daily BriefsJapan Daily Brief Japan: Honda Motor and more In today’s briefing: Last Week in Event SPACE: Barito Renewables, Honda, Raffles Medical, Daidoh, Hanwha…Smartkarma Daily BriefsJuly 7, 2024
Daily BriefsJapan Daily Brief Japan: Aisin , Mitsui Matsushima, Onward Holdings, TSE Tokyo Price Index TOPIX, Bike O & Co Ltd and more In today’s briefing: Aisin (7259 JP): The Current PlaybookJAPAN ACTIVISM: Murakami Target Mitsui Matsushima Cleans…Smartkarma Daily BriefsJuly 6, 2024
Daily BriefsJapan Daily Brief Japan: Honda Motor, Daidoh Ltd, SUNWELS Co, Timee Inc, Aisin , Digital Arts, Tsubakimoto Kogyo, Srg Takamiya and more In today’s briefing: Big ¥500bn Honda (7267) Offering Is SmallJAPAN ACTIVISM: Strategic Capital Target Daido…Smartkarma Daily BriefsJuly 5, 2024
Daily BriefsMacro Daily Brief Macro: Steno Signals #107 – The 3 indicators you NEED to watch on recession risks and more In today’s briefing: Steno Signals #107 – The 3 indicators you NEED to watch on…Smartkarma Daily BriefsJuly 9, 2024
Daily BriefsMacro Daily Brief Macro: Fed Sees Economy Cooling as Leading Indicators Also Suggest Softer Looming Trend and more In today’s briefing: Fed Sees Economy Cooling as Leading Indicators Also Suggest Softer Looming TrendTops…Smartkarma Daily BriefsJuly 8, 2024
Daily BriefsMacro Daily Brief Macro: Hong Kong Services PMI: True Recovery or One-Off Improvement? and more In today’s briefing: Hong Kong Services PMI: True Recovery or One-Off Improvement? Hong Kong Services…Smartkarma Daily BriefsJuly 7, 2024
Daily BriefsMacro Daily Brief Macro: Hong Kong: How Much GDP Is Deduced from the Northern Spending of Hong Kong Residents and more In today’s briefing: Hong Kong: How Much GDP Is Deduced from the Northern Spending of…Smartkarma Daily BriefsJuly 6, 2024
Daily BriefsMacro Daily Brief Macro: Three Risk-Off Signals Offset by One Risk-On Signal? and more In today’s briefing: Three Risk-Off Signals Offset by One Risk-On Signal?Is Underlying Inflation Edging Higher,…Smartkarma Daily BriefsJuly 5, 2024
Daily BriefsMacro Daily Brief Macro: Korean Government Announces Corporate and Dividend Tax Incentives Under Corporate Value Up Program and more In today’s briefing: Korean Government Announces Corporate and Dividend Tax Incentives Under Corporate Value Up…Smartkarma Daily BriefsJuly 4, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #32 – Exploring the U.S.-based Bitcoin ETFs Basis Trade and more In today’s briefing: Crypto Moves #32 – Exploring the U.S.-based Bitcoin ETFs Basis Trade Crypto…Smartkarma Daily BriefsJune 14, 2024
CryptoDaily Briefs Daily Brief Crypto: ETF Flows Shine As BTC Flirts With Range Highs and more In today’s briefing: ETF Flows Shine As BTC Flirts With Range Highs ETF Flows Shine…Smartkarma Daily BriefsJune 12, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: How Much of the Bitcoin ETF Inflow Comes from Basis Trading? and more In today’s briefing: Crypto Crisp: How Much of the Bitcoin ETF Inflow Comes from Basis…Smartkarma Daily BriefsJune 11, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #31 – Do Not Fear Mt. Gox Repayments and more In today’s briefing: Crypto Moves #31 – Do Not Fear Mt. Gox Repayments Crypto Moves…Smartkarma Daily BriefsJune 8, 2024
CryptoDaily Briefs Daily Brief Crypto: April Showers Bring May Flowers and more In today’s briefing: April Showers Bring May FlowersCrypto Crisp: Three In A Row April Showers…Smartkarma Daily BriefsJune 5, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #30 – The European Union’s MiCA Removes Tether from the Market and more In today’s briefing: Crypto Moves #30 – The European Union’s MiCA Removes Tether from the…Smartkarma Daily BriefsMay 31, 2024