Daily BriefsMost Read Most Read: Socionext, ZOZO Inc, EcoPro Materials, Kakaopay , Titan Co Ltd, Vinda International, CELSYS, Alumina Ltd, Abacus Storage King, Celltrion Inc and more In today’s briefing: Mar24 Nikkei 225 Rebal - Socionext, Disco, Zozo IN; US$4bn One-Way; More…Smartkarma Daily BriefsMarch 6, 2024
Daily BriefsMost Read Most Read: TSE Tokyo Price Index TOPIX, Air Lease Corp, Korea Stock Exchange Kospi Index, Socionext, Chongqing Taiji Industry (Group) A, ZOZO Inc, JSR Corp, Trial Holdings, SK Hynix and more In today’s briefing: JAPAN FLOW: Foreigners Vs Cross-Holding Unwinds Vs Buybacks Vs PensionsS&P 500/400/600 Index…Smartkarma Daily BriefsMarch 5, 2024
Daily BriefsMost Read Most Read: Nippon Express Holdings, TSE Tokyo Price Index TOPIX, Korea Stock Exchange Kospi Index, Yankuang Energy Group, Air Lease Corp, Flight Centre Travel, China Telecom (H), Great Wall Motor, Bizlink Holding and more In today’s briefing: Nippon Express (9147) Secondary Offering - Banks, Sompo, Others Sell - "2024…Smartkarma Daily BriefsMarch 4, 2024
Daily BriefsMost Read Most Read: Amazon.com Inc, Jusung Engineering, Celltrion Inc, Hyosung Corporation, Shriram Finance , Pi Industries, Nippon Express Holdings, Box Inc Class A, Samsonite and more In today’s briefing: Dow Jones Industrials (INDU) Index Rebalance: Amazon (AMZN) Replaces Walgreen Boots (WBA)FnGuide…Smartkarma Daily BriefsMarch 3, 2024
Daily BriefsMost Read Most Read: Hyosung Corporation, Kokusai Electric , iFAST, Sankei Real Estate, Korea Stock Exchange KOSPI 200, CGN Power, Taiwan Semiconductor (TSMC) – ADR, Lawson Inc, Nippon Express Holdings, Naspers and more In today’s briefing: Hyosung Corp (004800 KS): Spin-Off & KOSPI200 Index ImplicationsTOPIX "Big April Basket"…Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsMost Read Most Read: Aozora Bank Ltd, Alibaba Group Holding , Goodman Group, Shriram Finance , Pi Industries, Woori Financial Group , Kokusai Electric , Korea Stock Exchange KOSPI 200, Sankei Real Estate and more In today’s briefing: JAPAN ACTIVISM: Is Murakami-San Going To Do A PacMetals Rug Pull on…Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Block Deal Sale of 2.2% of Kakao Pay by Alipay and more In today’s briefing: Block Deal Sale of 2.2% of Kakao Pay by AlipayTOPIX Inclusions: Who…Smartkarma Daily BriefsMarch 6, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Mar24 Nikkei 225 Rebal – Socionext and more In today’s briefing: Mar24 Nikkei 225 Rebal - Socionext, Disco, Zozo IN; US$4bn One-Way; More…Smartkarma Daily BriefsMarch 5, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: JAPAN FLOW: Foreigners Vs Cross-Holding Unwinds Vs Buybacks Vs Pensions and more In today’s briefing: JAPAN FLOW: Foreigners Vs Cross-Holding Unwinds Vs Buybacks Vs PensionsKorea Value-Up Index:…Smartkarma Daily BriefsMarch 4, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: S&P500 Index Rebalance: SPCY Additions & Large Impact and more In today’s briefing: S&P500 Index Rebalance: SPCY Additions & Large Impact(Mostly) Assia-Pac M&A: Alumina, Superloop,…Smartkarma Daily BriefsMarch 3, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Currys Rejects Second Elliot Approach and more In today’s briefing: Currys Rejects Second Elliot ApproachNPN X PRX Discount Update Discounts Widen to…Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: TOPIX “Big April Basket” 2024 Expectations: More High-Conviction Names; Better Trade Ideas and more In today’s briefing: TOPIX "Big April Basket" 2024 Expectations: More High-Conviction Names; Better Trade IdeasClearing…Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsECM Daily Brief ECM: Dramatic Growth of SHEIN & Temu Having Noticeable Impact On Segments Outside Of US Retail and more In today’s briefing: Dramatic Growth of SHEIN & Temu Having Noticeable Impact On Segments Outside…Smartkarma Daily BriefsFebruary 13, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (12th Feb 2024) – Nissan/Renault and more In today’s briefing: ECM Weekly (12th Feb 2024) - Nissan/Renault, Metcash, Digital Core, SBFC, Thai…Smartkarma Daily BriefsFebruary 12, 2024
Daily BriefsECM Daily Brief ECM: Thai Credit Bank IPO Trading – Half the Deal Already Spoken For and more In today’s briefing: Thai Credit Bank IPO Trading - Half the Deal Already Spoken For,…Smartkarma Daily BriefsFebruary 9, 2024
Daily BriefsECM Daily Brief ECM: Digital Core REIT Placement – Taking a Turn for the Better After All the Negative News and more In today’s briefing: Digital Core REIT Placement - Taking a Turn for the Better After…Smartkarma Daily BriefsFebruary 8, 2024
Daily BriefsECM Daily Brief ECM: Kayou Pre-IPO Tearsheet and more In today’s briefing: Kayou Pre-IPO TearsheetSamhyun IPO Valuation AnalysisPre-IPO Xiaocaiyuan International Holding - A "Dark…Smartkarma Daily BriefsFebruary 7, 2024
Daily BriefsECM Daily Brief ECM: Pre-IPO Shouhui Tech – The Business Outlook and Stock Price Performance Are Not Optimistic and more In today’s briefing: Pre-IPO Shouhui Tech - The Business Outlook and Stock Price Performance Are…Smartkarma Daily BriefsJanuary 24, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Why HBM is the Hottest Thing in Memory and more In today’s briefing: Why HBM is the Hottest Thing in MemoryChina Consumption Weekly (4 Mar…Smartkarma Daily BriefsMarch 5, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Healthcare Weekly (Mar.1) – Prioritize Big Pharma and more In today’s briefing: China Healthcare Weekly (Mar.1) - Prioritize Big Pharma, Real Ownership of Pricing…Smartkarma Daily BriefsMarch 4, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Celltrion (068270 KS): Solid Performance in Core Business in 2023; Eyes 60% Sales Growth in 2024 and more In today’s briefing: Celltrion (068270 KS): Solid Performance in Core Business in 2023; Eyes 60%…Smartkarma Daily BriefsMarch 3, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Xinyi Glass (868 HK): Resilient FY23 Results; A Nice Dividend Play and more In today’s briefing: Xinyi Glass (868 HK): Resilient FY23 Results; A Nice Dividend Play: AI…Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Wing Tai Holdings: Privatisation Chatter and more In today’s briefing: Wing Tai Holdings: Privatisation ChatterAEM: Cautious Guidance, but AI Exposure Highlighted and…Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Beyond the Bubble: A Deep Dive into the Forces Behind the Nikkei Index Surge and more In today’s briefing: Beyond the Bubble: A Deep Dive into the Forces Behind the Nikkei…Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Socionext, SK Hynix, Reddit , TDCX, NetEase Inc, Media and Games Invest and more In today’s briefing: Mar24 Nikkei 225 Rebal - Socionext, Disco, Zozo IN; US$4bn One-Way; More…Smartkarma Daily BriefsMarch 5, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: China Telecom (H), Taiwan Semiconductor (TSMC) – ADR, Oobit Technologies UAB, Universal Display, Warner Bros Discovery and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 1 Mar 2024); Continued Big Buys of…Smartkarma Daily BriefsMarch 4, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Box Inc Class A, Startale Labs , Amperesand , 1Long , UNOAsia and more In today’s briefing: S&P500 Index Rebalance: SPCY Additions & Large ImpactSingapore-based web3 startup nets $3.5m…Smartkarma Daily BriefsMarch 3, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Baidu, Metalbook , Refy Cap , SenSen Networks, Komerce, Tuya Inc, Docebo , Intuit Inc, Arlo Technologies Inc and more In today’s briefing: : AI Transforming Search Is a Long and Treacherous RoadB2B firm Metalbook…Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Kokusai Electric , AEM, iFAST, Micron Technology, Taiwan Semiconductor (TSMC) – ADR, Plover Bay Technologies, WCP, Novatek Microelectronics Corp, Pureprofile Ltd, Palo Alto Networks and more In today’s briefing: TOPIX "Big April Basket" 2024 Expectations: More High-Conviction Names; Better Trade IdeasAEM:…Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Renesas Electronics, NetEase , Uchi Technologies, OpenAI, QYOU Media , Delta Electronics and more In today’s briefing: Renesas (6723) - YET ANOTHER Clean-Up Block Trade - This Time Mitsubishi…Smartkarma Daily BriefsFebruary 29, 2024
ChinaDaily Briefs Daily Brief China: CGN Power, Stella International, Plover Bay Technologies, Pacific Basin Shipping, Agile Property Holdings, S.F. Holding, TYK Medicines and more In today’s briefing: FXI Rebalance: Three Buys. Three SellsStella International: A Beneficiary of ReshoringPlover Bay…Smartkarma Daily BriefsMarch 1, 2024
ChinaDaily Briefs Daily Brief China: CK Asset Holdings, New World Development, Beijing Capital International Airport (BCIA), NetEase , Li Auto , Alibaba Group Holding , Sinotrans, Hangzhou Jiuyuan Gene Engineering and more In today’s briefing: Hong Kong To Scrap All "Spicy Measures" (Property Cooling Measures)Hong Kong: Stamp…Smartkarma Daily BriefsFebruary 29, 2024
ChinaDaily Briefs Daily Brief China: Tongcheng Travel Holdings , Li Auto , Baidu, Cathay Pacific Airways, Luckin Coffee, Air China Ltd (H), China Vanke , Xunfei Healthcare Technology and more In today’s briefing: Final Flows for Hang Seng, HSCEI, HS Tech on 1 March RebalHSI,…Smartkarma Daily BriefsFebruary 28, 2024
ChinaDaily Briefs Daily Brief China: Alibaba (ADR), Li Auto , Hope Education Group Co Ltd, Sitoy Group Holdings, 160 Health International, Mixue Group, QuantumPharm and more In today’s briefing: Alibaba (9988 HK): Value Proposition Looks CleanLi Auto (LI US): 4Q23, High…Smartkarma Daily BriefsFebruary 27, 2024
ChinaDaily Briefs Daily Brief China: ESR Group , Bio-Thera Solutions Ltd, Trip.com, China Traditional Chinese Medicine, Alibaba (ADR), Luckin Coffee, Ping An Healthcare and Technol, Powerlong Real Estate Holdings, QuantumPharm and more In today’s briefing: ESR Group (1821 HK): Evaluating a Potential PrivatisationSTAR100 Index Rebalance: Ten Changes…Smartkarma Daily BriefsFebruary 26, 2024
ChinaDaily Briefs Daily Brief China: Hygon Information Technology C, China International Capital Corporation, Li Auto , China Traditional Chinese Medicine, Kweichow Moutai, Sichuan Kelun-Biotech Biopharm, Baimtec Material and more In today’s briefing: Index Rebalance & ETF Flow Recap: HSCEI, HSCI, HSTECH, HSIII, STTF, Top50,…Smartkarma Daily BriefsFebruary 25, 2024
Daily BriefsJapan Daily Brief Japan: CELSYS, Resona Holdings, TSE Tokyo Price Index TOPIX and more In today’s briefing: TOPIX Inclusions: Who Is Ready (Mar 2024)Japanese Bigger Cap Banks – Exit…Smartkarma Daily BriefsMarch 6, 2024
Daily BriefsJapan Daily Brief Japan: Socionext, JSR Corp, ZOZO Inc, Trial Holdings, Sanyo Trading, Srg Takamiya and more In today’s briefing: Mar24 Nikkei 225 Rebal - Socionext, Disco, Zozo IN; US$4bn One-Way; More…Smartkarma Daily BriefsMarch 5, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX, Trial Holdings, JSR Corp, Nippon Express Holdings and more In today’s briefing: JAPAN FLOW: Foreigners Vs Cross-Holding Unwinds Vs Buybacks Vs PensionsTrial Holdings IPO:…Smartkarma Daily BriefsMarch 4, 2024
Daily BriefsJapan Daily Brief Japan: Aozora Bank Ltd, Keisei Electric Railway Co, Nippon Express Holdings and more In today’s briefing: Weekly Deals Digest (03 Mar) - Aozora, Outsourcing, Tsuruha, Toei, Samsonite, Adbri,…Smartkarma Daily BriefsMarch 3, 2024
Daily BriefsJapan Daily Brief Japan: Nippon Express Holdings, TSE Tokyo Price Index TOPIX, US Treasury (10 Yr Generic) and more In today’s briefing: Nippon Express (9147) Secondary Offering - Banks, Sompo, Others Sell - "2024…Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsJapan Daily Brief Japan: Kokusai Electric , Sankei Real Estate, Teikoku Sen-i Co., Ltd., Lawson Inc, Golf Digest Online, Japan System Techniques Co and more In today’s briefing: TOPIX "Big April Basket" 2024 Expectations: More High-Conviction Names; Better Trade IdeasSankei…Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsMacro Daily Brief Macro: Indonesia’s Election – When the Music’s Over? and more In today’s briefing: Indonesia's Election - When the Music's Over?5 Things We Watch – Meeting…Smartkarma Daily BriefsFebruary 22, 2024
Daily BriefsMacro Daily Brief Macro: Easy Money to Low PBR Stocks in KOSPI 200 Is Now Over – What’s Next? and more In today’s briefing: Easy Money to Low PBR Stocks in KOSPI 200 Is Now Over…Smartkarma Daily BriefsFebruary 21, 2024
Daily BriefsMacro Daily Brief Macro: Portfolio Watch – Have markets traded the cyclical rebound in advance? and more In today’s briefing: Portfolio Watch – Have markets traded the cyclical rebound in advance?US CPI…Smartkarma Daily BriefsFebruary 20, 2024
Daily BriefsMacro Daily Brief Macro: Ending Deflation in China: Currency Appreciation Can Support Economic Rebalancing Towards Consumers and more In today’s briefing: Ending Deflation in China: Currency Appreciation Can Support Economic Rebalancing Towards ConsumersAre…Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsMacro Daily Brief Macro: The Week Ahead – Fed Meeting Minutes and more In today’s briefing: The Week Ahead - Fed Meeting Minutes, Central Bank Meetings in Indonesia…Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsMacro Daily Brief Macro: The Ongoing Inflation Debate and more In today’s briefing: The Ongoing Inflation DebateThe Weekly Market Monitor – Recession Strikes the Most…Smartkarma Daily BriefsFebruary 17, 2024
CryptoDaily Briefs Daily Brief Crypto: Zero-Knowledge Rollups and more In today’s briefing: Zero-Knowledge Rollups Zero-Knowledge RollupsBy EtherbridgeOver the past few weeks, we have covered…Smartkarma Daily BriefsNovember 28, 2022
CryptoDaily Briefs Daily Brief Crypto: How to Manage Risk in Crypto and more In today’s briefing: How to Manage Risk in Crypto How to Manage Risk in CryptoBy…Smartkarma Daily BriefsNovember 25, 2022
CryptoDaily Briefs Daily Brief Crypto: Implication for Decentralized Exchange Amid the FTX Collapse – A Case of Uniswap and more In today’s briefing: Implication for Decentralized Exchange Amid the FTX Collapse – A Case of…Smartkarma Daily BriefsNovember 22, 2022
CryptoDaily Briefs Daily Brief Crypto: The 2022 Crypto Debt Crisis and more In today’s briefing: The 2022 Crypto Debt Crisis The 2022 Crypto Debt CrisisBy EtherbridgeOver the…Smartkarma Daily BriefsNovember 21, 2022
CryptoDaily Briefs Daily Brief Crypto: An Arbitrage Opportunity? Evaluating the GBTC Convergence Trade and more In today’s briefing: An Arbitrage Opportunity? Evaluating the GBTC Convergence Trade An Arbitrage Opportunity? Evaluating…Smartkarma Daily BriefsNovember 20, 2022
CryptoDaily Briefs Daily Brief Crypto: Defending the Gold Premium and more In today’s briefing: Defending the Gold PremiumThe Winners and Losers in a Post-FTX World Defending…Smartkarma Daily BriefsNovember 18, 2022
Daily BriefsMost Read Most Read: Socionext, ZOZO Inc, EcoPro Materials, Kakaopay , Titan Co Ltd, Vinda International, CELSYS, Alumina Ltd, Abacus Storage King, Celltrion Inc and more In today’s briefing: Mar24 Nikkei 225 Rebal - Socionext, Disco, Zozo IN; US$4bn One-Way; More…Smartkarma Daily BriefsMarch 6, 2024
Daily BriefsMost Read Most Read: TSE Tokyo Price Index TOPIX, Air Lease Corp, Korea Stock Exchange Kospi Index, Socionext, Chongqing Taiji Industry (Group) A, ZOZO Inc, JSR Corp, Trial Holdings, SK Hynix and more In today’s briefing: JAPAN FLOW: Foreigners Vs Cross-Holding Unwinds Vs Buybacks Vs PensionsS&P 500/400/600 Index…Smartkarma Daily BriefsMarch 5, 2024
Daily BriefsMost Read Most Read: Nippon Express Holdings, TSE Tokyo Price Index TOPIX, Korea Stock Exchange Kospi Index, Yankuang Energy Group, Air Lease Corp, Flight Centre Travel, China Telecom (H), Great Wall Motor, Bizlink Holding and more In today’s briefing: Nippon Express (9147) Secondary Offering - Banks, Sompo, Others Sell - "2024…Smartkarma Daily BriefsMarch 4, 2024
Daily BriefsMost Read Most Read: Amazon.com Inc, Jusung Engineering, Celltrion Inc, Hyosung Corporation, Shriram Finance , Pi Industries, Nippon Express Holdings, Box Inc Class A, Samsonite and more In today’s briefing: Dow Jones Industrials (INDU) Index Rebalance: Amazon (AMZN) Replaces Walgreen Boots (WBA)FnGuide…Smartkarma Daily BriefsMarch 3, 2024
Daily BriefsMost Read Most Read: Hyosung Corporation, Kokusai Electric , iFAST, Sankei Real Estate, Korea Stock Exchange KOSPI 200, CGN Power, Taiwan Semiconductor (TSMC) – ADR, Lawson Inc, Nippon Express Holdings, Naspers and more In today’s briefing: Hyosung Corp (004800 KS): Spin-Off & KOSPI200 Index ImplicationsTOPIX "Big April Basket"…Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsMost Read Most Read: Aozora Bank Ltd, Alibaba Group Holding , Goodman Group, Shriram Finance , Pi Industries, Woori Financial Group , Kokusai Electric , Korea Stock Exchange KOSPI 200, Sankei Real Estate and more In today’s briefing: JAPAN ACTIVISM: Is Murakami-San Going To Do A PacMetals Rug Pull on…Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Block Deal Sale of 2.2% of Kakao Pay by Alipay and more In today’s briefing: Block Deal Sale of 2.2% of Kakao Pay by AlipayTOPIX Inclusions: Who…Smartkarma Daily BriefsMarch 6, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Mar24 Nikkei 225 Rebal – Socionext and more In today’s briefing: Mar24 Nikkei 225 Rebal - Socionext, Disco, Zozo IN; US$4bn One-Way; More…Smartkarma Daily BriefsMarch 5, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: JAPAN FLOW: Foreigners Vs Cross-Holding Unwinds Vs Buybacks Vs Pensions and more In today’s briefing: JAPAN FLOW: Foreigners Vs Cross-Holding Unwinds Vs Buybacks Vs PensionsKorea Value-Up Index:…Smartkarma Daily BriefsMarch 4, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: S&P500 Index Rebalance: SPCY Additions & Large Impact and more In today’s briefing: S&P500 Index Rebalance: SPCY Additions & Large Impact(Mostly) Assia-Pac M&A: Alumina, Superloop,…Smartkarma Daily BriefsMarch 3, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Currys Rejects Second Elliot Approach and more In today’s briefing: Currys Rejects Second Elliot ApproachNPN X PRX Discount Update Discounts Widen to…Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: TOPIX “Big April Basket” 2024 Expectations: More High-Conviction Names; Better Trade Ideas and more In today’s briefing: TOPIX "Big April Basket" 2024 Expectations: More High-Conviction Names; Better Trade IdeasClearing…Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsECM Daily Brief ECM: Dramatic Growth of SHEIN & Temu Having Noticeable Impact On Segments Outside Of US Retail and more In today’s briefing: Dramatic Growth of SHEIN & Temu Having Noticeable Impact On Segments Outside…Smartkarma Daily BriefsFebruary 13, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (12th Feb 2024) – Nissan/Renault and more In today’s briefing: ECM Weekly (12th Feb 2024) - Nissan/Renault, Metcash, Digital Core, SBFC, Thai…Smartkarma Daily BriefsFebruary 12, 2024
Daily BriefsECM Daily Brief ECM: Thai Credit Bank IPO Trading – Half the Deal Already Spoken For and more In today’s briefing: Thai Credit Bank IPO Trading - Half the Deal Already Spoken For,…Smartkarma Daily BriefsFebruary 9, 2024
Daily BriefsECM Daily Brief ECM: Digital Core REIT Placement – Taking a Turn for the Better After All the Negative News and more In today’s briefing: Digital Core REIT Placement - Taking a Turn for the Better After…Smartkarma Daily BriefsFebruary 8, 2024
Daily BriefsECM Daily Brief ECM: Kayou Pre-IPO Tearsheet and more In today’s briefing: Kayou Pre-IPO TearsheetSamhyun IPO Valuation AnalysisPre-IPO Xiaocaiyuan International Holding - A "Dark…Smartkarma Daily BriefsFebruary 7, 2024
Daily BriefsECM Daily Brief ECM: Pre-IPO Shouhui Tech – The Business Outlook and Stock Price Performance Are Not Optimistic and more In today’s briefing: Pre-IPO Shouhui Tech - The Business Outlook and Stock Price Performance Are…Smartkarma Daily BriefsJanuary 24, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Why HBM is the Hottest Thing in Memory and more In today’s briefing: Why HBM is the Hottest Thing in MemoryChina Consumption Weekly (4 Mar…Smartkarma Daily BriefsMarch 5, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Healthcare Weekly (Mar.1) – Prioritize Big Pharma and more In today’s briefing: China Healthcare Weekly (Mar.1) - Prioritize Big Pharma, Real Ownership of Pricing…Smartkarma Daily BriefsMarch 4, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Celltrion (068270 KS): Solid Performance in Core Business in 2023; Eyes 60% Sales Growth in 2024 and more In today’s briefing: Celltrion (068270 KS): Solid Performance in Core Business in 2023; Eyes 60%…Smartkarma Daily BriefsMarch 3, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Xinyi Glass (868 HK): Resilient FY23 Results; A Nice Dividend Play and more In today’s briefing: Xinyi Glass (868 HK): Resilient FY23 Results; A Nice Dividend Play: AI…Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Wing Tai Holdings: Privatisation Chatter and more In today’s briefing: Wing Tai Holdings: Privatisation ChatterAEM: Cautious Guidance, but AI Exposure Highlighted and…Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Beyond the Bubble: A Deep Dive into the Forces Behind the Nikkei Index Surge and more In today’s briefing: Beyond the Bubble: A Deep Dive into the Forces Behind the Nikkei…Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Socionext, SK Hynix, Reddit , TDCX, NetEase Inc, Media and Games Invest and more In today’s briefing: Mar24 Nikkei 225 Rebal - Socionext, Disco, Zozo IN; US$4bn One-Way; More…Smartkarma Daily BriefsMarch 5, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: China Telecom (H), Taiwan Semiconductor (TSMC) – ADR, Oobit Technologies UAB, Universal Display, Warner Bros Discovery and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 1 Mar 2024); Continued Big Buys of…Smartkarma Daily BriefsMarch 4, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Box Inc Class A, Startale Labs , Amperesand , 1Long , UNOAsia and more In today’s briefing: S&P500 Index Rebalance: SPCY Additions & Large ImpactSingapore-based web3 startup nets $3.5m…Smartkarma Daily BriefsMarch 3, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Baidu, Metalbook , Refy Cap , SenSen Networks, Komerce, Tuya Inc, Docebo , Intuit Inc, Arlo Technologies Inc and more In today’s briefing: : AI Transforming Search Is a Long and Treacherous RoadB2B firm Metalbook…Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Kokusai Electric , AEM, iFAST, Micron Technology, Taiwan Semiconductor (TSMC) – ADR, Plover Bay Technologies, WCP, Novatek Microelectronics Corp, Pureprofile Ltd, Palo Alto Networks and more In today’s briefing: TOPIX "Big April Basket" 2024 Expectations: More High-Conviction Names; Better Trade IdeasAEM:…Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Renesas Electronics, NetEase , Uchi Technologies, OpenAI, QYOU Media , Delta Electronics and more In today’s briefing: Renesas (6723) - YET ANOTHER Clean-Up Block Trade - This Time Mitsubishi…Smartkarma Daily BriefsFebruary 29, 2024
ChinaDaily Briefs Daily Brief China: CGN Power, Stella International, Plover Bay Technologies, Pacific Basin Shipping, Agile Property Holdings, S.F. Holding, TYK Medicines and more In today’s briefing: FXI Rebalance: Three Buys. Three SellsStella International: A Beneficiary of ReshoringPlover Bay…Smartkarma Daily BriefsMarch 1, 2024
ChinaDaily Briefs Daily Brief China: CK Asset Holdings, New World Development, Beijing Capital International Airport (BCIA), NetEase , Li Auto , Alibaba Group Holding , Sinotrans, Hangzhou Jiuyuan Gene Engineering and more In today’s briefing: Hong Kong To Scrap All "Spicy Measures" (Property Cooling Measures)Hong Kong: Stamp…Smartkarma Daily BriefsFebruary 29, 2024
ChinaDaily Briefs Daily Brief China: Tongcheng Travel Holdings , Li Auto , Baidu, Cathay Pacific Airways, Luckin Coffee, Air China Ltd (H), China Vanke , Xunfei Healthcare Technology and more In today’s briefing: Final Flows for Hang Seng, HSCEI, HS Tech on 1 March RebalHSI,…Smartkarma Daily BriefsFebruary 28, 2024
ChinaDaily Briefs Daily Brief China: Alibaba (ADR), Li Auto , Hope Education Group Co Ltd, Sitoy Group Holdings, 160 Health International, Mixue Group, QuantumPharm and more In today’s briefing: Alibaba (9988 HK): Value Proposition Looks CleanLi Auto (LI US): 4Q23, High…Smartkarma Daily BriefsFebruary 27, 2024
ChinaDaily Briefs Daily Brief China: ESR Group , Bio-Thera Solutions Ltd, Trip.com, China Traditional Chinese Medicine, Alibaba (ADR), Luckin Coffee, Ping An Healthcare and Technol, Powerlong Real Estate Holdings, QuantumPharm and more In today’s briefing: ESR Group (1821 HK): Evaluating a Potential PrivatisationSTAR100 Index Rebalance: Ten Changes…Smartkarma Daily BriefsFebruary 26, 2024
ChinaDaily Briefs Daily Brief China: Hygon Information Technology C, China International Capital Corporation, Li Auto , China Traditional Chinese Medicine, Kweichow Moutai, Sichuan Kelun-Biotech Biopharm, Baimtec Material and more In today’s briefing: Index Rebalance & ETF Flow Recap: HSCEI, HSCI, HSTECH, HSIII, STTF, Top50,…Smartkarma Daily BriefsFebruary 25, 2024
Daily BriefsJapan Daily Brief Japan: CELSYS, Resona Holdings, TSE Tokyo Price Index TOPIX and more In today’s briefing: TOPIX Inclusions: Who Is Ready (Mar 2024)Japanese Bigger Cap Banks – Exit…Smartkarma Daily BriefsMarch 6, 2024
Daily BriefsJapan Daily Brief Japan: Socionext, JSR Corp, ZOZO Inc, Trial Holdings, Sanyo Trading, Srg Takamiya and more In today’s briefing: Mar24 Nikkei 225 Rebal - Socionext, Disco, Zozo IN; US$4bn One-Way; More…Smartkarma Daily BriefsMarch 5, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX, Trial Holdings, JSR Corp, Nippon Express Holdings and more In today’s briefing: JAPAN FLOW: Foreigners Vs Cross-Holding Unwinds Vs Buybacks Vs PensionsTrial Holdings IPO:…Smartkarma Daily BriefsMarch 4, 2024
Daily BriefsJapan Daily Brief Japan: Aozora Bank Ltd, Keisei Electric Railway Co, Nippon Express Holdings and more In today’s briefing: Weekly Deals Digest (03 Mar) - Aozora, Outsourcing, Tsuruha, Toei, Samsonite, Adbri,…Smartkarma Daily BriefsMarch 3, 2024
Daily BriefsJapan Daily Brief Japan: Nippon Express Holdings, TSE Tokyo Price Index TOPIX, US Treasury (10 Yr Generic) and more In today’s briefing: Nippon Express (9147) Secondary Offering - Banks, Sompo, Others Sell - "2024…Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsJapan Daily Brief Japan: Kokusai Electric , Sankei Real Estate, Teikoku Sen-i Co., Ltd., Lawson Inc, Golf Digest Online, Japan System Techniques Co and more In today’s briefing: TOPIX "Big April Basket" 2024 Expectations: More High-Conviction Names; Better Trade IdeasSankei…Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsMacro Daily Brief Macro: Indonesia’s Election – When the Music’s Over? and more In today’s briefing: Indonesia's Election - When the Music's Over?5 Things We Watch – Meeting…Smartkarma Daily BriefsFebruary 22, 2024
Daily BriefsMacro Daily Brief Macro: Easy Money to Low PBR Stocks in KOSPI 200 Is Now Over – What’s Next? and more In today’s briefing: Easy Money to Low PBR Stocks in KOSPI 200 Is Now Over…Smartkarma Daily BriefsFebruary 21, 2024
Daily BriefsMacro Daily Brief Macro: Portfolio Watch – Have markets traded the cyclical rebound in advance? and more In today’s briefing: Portfolio Watch – Have markets traded the cyclical rebound in advance?US CPI…Smartkarma Daily BriefsFebruary 20, 2024
Daily BriefsMacro Daily Brief Macro: Ending Deflation in China: Currency Appreciation Can Support Economic Rebalancing Towards Consumers and more In today’s briefing: Ending Deflation in China: Currency Appreciation Can Support Economic Rebalancing Towards ConsumersAre…Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsMacro Daily Brief Macro: The Week Ahead – Fed Meeting Minutes and more In today’s briefing: The Week Ahead - Fed Meeting Minutes, Central Bank Meetings in Indonesia…Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsMacro Daily Brief Macro: The Ongoing Inflation Debate and more In today’s briefing: The Ongoing Inflation DebateThe Weekly Market Monitor – Recession Strikes the Most…Smartkarma Daily BriefsFebruary 17, 2024
CryptoDaily Briefs Daily Brief Crypto: Zero-Knowledge Rollups and more In today’s briefing: Zero-Knowledge Rollups Zero-Knowledge RollupsBy EtherbridgeOver the past few weeks, we have covered…Smartkarma Daily BriefsNovember 28, 2022
CryptoDaily Briefs Daily Brief Crypto: How to Manage Risk in Crypto and more In today’s briefing: How to Manage Risk in Crypto How to Manage Risk in CryptoBy…Smartkarma Daily BriefsNovember 25, 2022
CryptoDaily Briefs Daily Brief Crypto: Implication for Decentralized Exchange Amid the FTX Collapse – A Case of Uniswap and more In today’s briefing: Implication for Decentralized Exchange Amid the FTX Collapse – A Case of…Smartkarma Daily BriefsNovember 22, 2022
CryptoDaily Briefs Daily Brief Crypto: The 2022 Crypto Debt Crisis and more In today’s briefing: The 2022 Crypto Debt Crisis The 2022 Crypto Debt CrisisBy EtherbridgeOver the…Smartkarma Daily BriefsNovember 21, 2022
CryptoDaily Briefs Daily Brief Crypto: An Arbitrage Opportunity? Evaluating the GBTC Convergence Trade and more In today’s briefing: An Arbitrage Opportunity? Evaluating the GBTC Convergence Trade An Arbitrage Opportunity? Evaluating…Smartkarma Daily BriefsNovember 20, 2022
CryptoDaily Briefs Daily Brief Crypto: Defending the Gold Premium and more In today’s briefing: Defending the Gold PremiumThe Winners and Losers in a Post-FTX World Defending…Smartkarma Daily BriefsNovember 18, 2022