Daily BriefsMost Read Most Read: Renesas Electronics, CK Asset Holdings, Welcia Holdings, Toshiba Corp, Ecopro BM , Korea Stock Exchange KOSPI 200, New World Development, Aozora Bank Ltd, APM Human Services Internation and more In today’s briefing: Renesas (6723) - YET ANOTHER Clean-Up Block Trade - This Time Mitsubishi…Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsMost Read Most Read: Toei Animation, Hyundai Electric & Energy, Tongcheng Travel Holdings , Rakuten Group , Li Auto , Outsourcing Inc, Samsonite, Ecopro BM , Sfa Engineering and more In today’s briefing: Toei Animation (4816 JP) - This Offering Could Be Heavy; the NEXT…Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Tsuruha Holdings, Korea Stock Exchange KOSPI 200, Bio-Thera Solutions Ltd, Rakuten Bank , Alibaba (ADR), Alumina Ltd, Toei Animation and more In today’s briefing: Keisei Electric Rail (9009) - A BUYBACK! But It's Likely To Be…Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsMost Read Most Read: Baimtec Material , ESR Group , Keisei Electric Railway Co, Bio-Thera Solutions Ltd, Hygon Information Technology C, Hyosung Corporation, Superloop Ltd, Taiwan Semiconductor (TSMC) – ADR, Walgreens Boots Alliance, Korea Stock Exchange KOSPI 200 and more In today’s briefing: STAR50 Index Rebalance: Three Changes a Side; One Surprise ChangeESR Group (1821…Smartkarma Daily BriefsFebruary 26, 2024
Daily BriefsMost Read Most Read: East Buy Holding , China Unicom Hong Kong, Amazon.com Inc, Jusung Engineering, Celltrion Inc, Taiwan Semiconductor (TSMC), Trip.com Group , Korea Stock Exchange KOSPI 200, Hygon Information Technology C, China International Capital Corporation and more In today’s briefing: Hang Seng Internet & IT Index Rebalance: Three Changes & One Big…Smartkarma Daily BriefsFebruary 25, 2024
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, Amazon.com Inc, Gree Inc, Jusung Engineering, Samsung C&T, Celltrion Inc, Fast Retailing, Reddit , Alteogen Inc and more In today’s briefing: TCM (570 HK): Sinopharm's $4.60/Share OfferDow Jones Industrials (INDU) Index Rebalance: Amazon…Smartkarma Daily BriefsFebruary 24, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Hong Kong To Scrap All “Spicy Measures” (Property Cooling Measures) and more In today’s briefing: Hong Kong To Scrap All "Spicy Measures" (Property Cooling Measures)Tsuruha (3391) And…Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Final Flows for Hang Seng and more In today’s briefing: Final Flows for Hang Seng, HSCEI, HS Tech on 1 March RebalRakuten's…Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Tsuruha (3391) And Welcia (3141) – Aeon Tsuruha Stake Buy Followed by Merger? and more In today’s briefing: Tsuruha (3391) And Welcia (3141) - Aeon Tsuruha Stake Buy Followed by…Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: ESR Group (1821 HK): Evaluating a Potential Privatisation and more In today’s briefing: ESR Group (1821 HK): Evaluating a Potential PrivatisationKeisei Electric Rail (9009) -…Smartkarma Daily BriefsFebruary 26, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Index Rebalance & ETF Flow Recap: HSCEI and more In today’s briefing: Index Rebalance & ETF Flow Recap: HSCEI, HSCI, HSTECH, HSIII, STTF, Top50,…Smartkarma Daily BriefsFebruary 25, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: EQD | Where to BUY the KOSPI On The Upcoming Pullback and more In today’s briefing: EQD | Where to BUY the KOSPI On The Upcoming Pullback EQD…Smartkarma Daily BriefsFebruary 24, 2024
Daily BriefsECM Daily Brief ECM: Amer Sports (AS US) IPO: Valuation Insights and more In today’s briefing: Amer Sports (AS US) IPO: Valuation InsightsAmer Sports IPO Valuation AnalysisGuming Holdings…Smartkarma Daily BriefsJanuary 23, 2024
Daily BriefsECM Daily Brief ECM: Medi Assist Healthcare IPO Trading – Decent Subscription Rates Although Valuation Appears Fair and more In today’s briefing: Medi Assist Healthcare IPO Trading - Decent Subscription Rates Although Valuation Appears…Smartkarma Daily BriefsJanuary 22, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (21st Jan 2024) – Mixue and more In today’s briefing: ECM Weekly (21st Jan 2024) - Mixue, Amer, Medi Assist, IPO Pipeline,…Smartkarma Daily BriefsJanuary 21, 2024
Daily BriefsECM Daily Brief ECM: ASMedia Placement – Momentum Has Been Strong and more In today’s briefing: ASMedia Placement - Momentum Has Been Strong, but an Overhang Exists ASMedia…Smartkarma Daily BriefsJanuary 20, 2024
Daily BriefsECM Daily Brief ECM: Why Is APR IPO Getting Delayed? and more In today’s briefing: Why Is APR IPO Getting Delayed?Amer Sports IPO PreviewAequitas 2024 Asia IPO…Smartkarma Daily BriefsJanuary 19, 2024
Daily BriefsECM Daily Brief ECM: Yamae Group Placement – Would Result in a Large Dilution and more In today’s briefing: Yamae Group Placement - Would Result in a Large Dilution, Although Its…Smartkarma Daily BriefsJanuary 18, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Samsonite (1910 HK) Takeover Interest: Hold on to These Shares and more In today’s briefing: Samsonite (1910 HK) Takeover Interest: Hold on to These Shares: The Commercialization…Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba (9988 HK): Value Proposition Looks Clean and more In today’s briefing: Alibaba (9988 HK): Value Proposition Looks CleanTSMC (2330.TT; TSM.US): Foundry Market Forecast…Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Dual-Listings Monitor: TSMC Post-CNY Spread Persisting; Why UMC Discount Could Flip Positive and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Post-CNY Spread Persisting; Why UMC Discount Could Flip…Smartkarma Daily BriefsFebruary 26, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Intel Snags Altman To Close Foundry Day Event and more In today’s briefing: Intel Snags Altman To Close Foundry Day EventAlnylam Pharmaceuticals: Progress of the…Smartkarma Daily BriefsFebruary 25, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC (2330.TT; TSM.US): The Implications of Feb Sales and more In today’s briefing: TSMC (2330.TT; TSM.US): The Implications of Feb Sales, TSMC 2nd Japanese Fab…Smartkarma Daily BriefsFebruary 24, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Sea Will Release Its Q4 2023 Earnings Report Soon and more In today’s briefing: Sea Will Release Its Q4 2023 Earnings Report SoonTrip.com (9961 HK, TCOM…Smartkarma Daily BriefsFebruary 23, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Sfa Engineering, Baidu, NVIDIA Corp, Epam Systems and more In today’s briefing: Block Deal Sale of 5% Stake In SFA Engineering by Samsung Display:…Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Alibaba (ADR), Taiwan Semiconductor (TSMC), Appier Group, Elan Microelectronics, King Yuan Electronics Co, Ltd., Carta Holdings, Inc., ATN International, Kinatico and more In today’s briefing: Alibaba (9988 HK): Value Proposition Looks CleanTSMC (2330.TT; TSM.US): Foundry Market Forecast…Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Alibaba (ADR), Chipmos Technologies, Asia Vital Components and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Post-CNY Spread Persisting; Why UMC Discount Could Flip…Smartkarma Daily BriefsFebruary 26, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Intel Corp, Hygon Information Technology C, Twilio , Hubspot Inc, Applied Materials, Trade Desk /, Tyler Technologies, Zebra Technologies Corp, AppLovin , Fleetcor Technologies and more In today’s briefing: Intel Snags Altman To Close Foundry Day EventIndex Rebalance & ETF Flow…Smartkarma Daily BriefsFebruary 25, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Reddit , Taiwan Semiconductor (TSMC), Cisco Systems, Lenovo, Godaddy Inc Class A and more In today’s briefing: Reddit IPO PreviewTSMC (2330.TT; TSM.US): The Implications of Feb Sales, TSMC 2nd…Smartkarma Daily BriefsFebruary 24, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Sea , Workday Inc Class A, NVIDIA Corp, Jusung Engineering, SUMCO Corp, NetEase Inc, Datadog , Cadence Design Sys, Lattice Semiconductor and more In today’s briefing: Sea Will Release Its Q4 2023 Earnings Report SoonQuiddity Leaderboard S&P 500…Smartkarma Daily BriefsFebruary 23, 2024
ChinaDaily Briefs Daily Brief China: Trip.com Group , Lenovo and more In today’s briefing: Hong Kong/China Finally Bottoming?; Bullish Outlook Intact; DXY Rolling Over; Buys in…Smartkarma Daily BriefsFebruary 24, 2024
ChinaDaily Briefs Daily Brief China: Trip.com, NetEase Inc, Trip.com Group , Standard Chartered, Miniso, Xiaocaiyuan International Holding and more In today’s briefing: Trip.com (9961 HK, TCOM US): 4Q23, Revenue Up by 105%, But Reached…Smartkarma Daily BriefsFebruary 23, 2024
ChinaDaily Briefs Daily Brief China: China Traditional Chinese Medicine, HSBC Holdings, Numans Health Food Holdings and more In today’s briefing: China Traditional Chinese Medicine (570 HK): Sinopharm-Led Pre-Conditional Offer at HK$4.60TCM (570…Smartkarma Daily BriefsFebruary 22, 2024
ChinaDaily Briefs Daily Brief China: Cosco International Holdings, CIMC Vehicle Group Co Ltd, Hang Seng China Enterprises Index, Cathay Pacific Airways, Tencent, China Traditional Chinese Medicine, PDD Holdings and more In today’s briefing: COSCO Shipping (517 HK) Is Still CheapCIMC (1839 HK): Justification For Unjust…Smartkarma Daily BriefsFebruary 21, 2024
ChinaDaily Briefs Daily Brief China: Hygon Information Technology C, Tencent, Yankuang Energy Group, Auntea Jenny (Shanghai) Industrial, Hutchmed China Ltd and more In today’s briefing: Offshore China ETFs Rebalance Preview: Big Price Moves Could Lead to Four…Smartkarma Daily BriefsFebruary 20, 2024
ChinaDaily Briefs Daily Brief China: UBTech Robotics, Tongcheng Travel Holdings , East Buy Holding , Citic Ltd, BeiGene , Trip.com and more In today’s briefing: HSCI Index Rebalance: 25 Adds, 29 Deletes & Changes to Southbound Stock…Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsJapan Daily Brief Japan: Renesas Electronics, Welcia Holdings, Toshiba Corp, Aozora Bank Ltd, Tsuruha Holdings, RENOVA Inc, Tokyo Metro and more In today’s briefing: Renesas (6723) - YET ANOTHER Clean-Up Block Trade - This Time Mitsubishi…Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsJapan Daily Brief Japan: Toei Animation, Rakuten Group , Outsourcing Inc, Aeon Co Ltd, Olympus Corp and more In today’s briefing: Toei Animation (4816 JP) - This Offering Could Be Heavy; the NEXT…Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsJapan Daily Brief Japan: Tsuruha Holdings, Rakuten Bank , Toei Animation, Keisei Electric Railway Co, Appier Group, Rakuten Group , Carta Holdings, Inc., TSE Tokyo Price Index TOPIX, Morito Co Ltd and more In today’s briefing: Tsuruha (3391) And Welcia (3141) - Aeon Tsuruha Stake Buy Followed by…Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co and more In today’s briefing: Keisei Electric Rail (9009) - A BUYBACK! But It's Likely To Be…Smartkarma Daily BriefsFebruary 26, 2024
Daily BriefsJapan Daily Brief Japan: Outsourcing Inc, TSE Tokyo Price Index TOPIX and more In today’s briefing: Last Week in Event SPACE: Outsourcing, Boral, Itoki, CIMC Vehicle, Dissentient Shareholder…Smartkarma Daily BriefsFebruary 25, 2024
Daily BriefsJapan Daily Brief Japan: Sony Corp and more In today’s briefing: Sony Corporation: Expansion of smartphone market Sony Corporation: Expansion of smartphone marketBy…Smartkarma Daily BriefsFebruary 24, 2024
Daily BriefsMacro Daily Brief Macro: EM by EM #43: Rand’s Reckoning? and more In today’s briefing: EM by EM #43: Rand’s Reckoning?Episode 112: Subprime SignalsShipping Watch: Looks like…Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsMacro Daily Brief Macro: EM Fixed Income: Emerging Markets Outlook & Strategy for February and more In today’s briefing: EM Fixed Income: Emerging Markets Outlook & Strategy for February5 Things We…Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsMacro Daily Brief Macro: USD inflation review: Powell has to invent a new measure.. and more In today’s briefing: USD inflation review: Powell has to invent a new measure..Elections Likely to…Smartkarma Daily BriefsFebruary 14, 2024
Daily BriefsMacro Daily Brief Macro: Global Commodities: How to Gain $10 in Three Months and more In today’s briefing: Global Commodities: How to Gain $10 in Three MonthsSteno Signals #86 –…Smartkarma Daily BriefsFebruary 13, 2024
Daily BriefsMacro Daily Brief Macro: Fed Policy Outlook: Higher for Longer Proves More Durable Than Expected and more In today’s briefing: Fed Policy Outlook: Higher for Longer Proves More Durable Than Expected, but…Smartkarma Daily BriefsFebruary 12, 2024
Daily BriefsMacro Daily Brief Macro: Where Are We In the Global Liquidity Cycle? and more In today’s briefing: Where Are We In the Global Liquidity Cycle?EIA Forecasts Crude Oil Prices…Smartkarma Daily BriefsFebruary 11, 2024
CryptoDaily Briefs Daily Brief Crypto: FTX Fallout – A Quick Update and more In today’s briefing: FTX Fallout - A Quick Update FTX Fallout - A Quick UpdateBy…Smartkarma Daily BriefsNovember 17, 2022
CryptoDaily Briefs Daily Brief Crypto: #40 The Contagion Vectors of the FTX debacle and more In today’s briefing: #40 The Contagion Vectors of the FTX debacleSporting Crypto - Nov 14th:…Smartkarma Daily BriefsNovember 16, 2022
CryptoDaily Briefs Daily Brief Crypto: The FTX Collapse: A Market Analysis and more In today’s briefing: The FTX Collapse: A Market Analysis The FTX Collapse: A Market AnalysisBy…Smartkarma Daily BriefsNovember 12, 2022
CryptoDaily Briefs Daily Brief Crypto: Why the FTX Collapse Is a Big Deal and more In today’s briefing: Why the FTX Collapse Is a Big Deal Why the FTX Collapse…Smartkarma Daily BriefsNovember 11, 2022
CryptoDaily Briefs Daily Brief Crypto: Sporting Crypto – Nov 7th: Visa Celebrate World Cup 2022 with Masters of Movement and more In today’s briefing: Sporting Crypto - Nov 7th: Visa Celebrate World Cup 2022 with Masters…Smartkarma Daily BriefsNovember 9, 2022
CryptoDaily Briefs Daily Brief Crypto: FTT/FTX- Another Inflection Point in the Crypto Market Waiting to Happen? and more In today’s briefing: FTT/FTX- Another Inflection Point in the Crypto Market Waiting to Happen?GMX –…Smartkarma Daily BriefsNovember 8, 2022
Daily BriefsMost Read Most Read: Renesas Electronics, CK Asset Holdings, Welcia Holdings, Toshiba Corp, Ecopro BM , Korea Stock Exchange KOSPI 200, New World Development, Aozora Bank Ltd, APM Human Services Internation and more In today’s briefing: Renesas (6723) - YET ANOTHER Clean-Up Block Trade - This Time Mitsubishi…Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsMost Read Most Read: Toei Animation, Hyundai Electric & Energy, Tongcheng Travel Holdings , Rakuten Group , Li Auto , Outsourcing Inc, Samsonite, Ecopro BM , Sfa Engineering and more In today’s briefing: Toei Animation (4816 JP) - This Offering Could Be Heavy; the NEXT…Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Tsuruha Holdings, Korea Stock Exchange KOSPI 200, Bio-Thera Solutions Ltd, Rakuten Bank , Alibaba (ADR), Alumina Ltd, Toei Animation and more In today’s briefing: Keisei Electric Rail (9009) - A BUYBACK! But It's Likely To Be…Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsMost Read Most Read: Baimtec Material , ESR Group , Keisei Electric Railway Co, Bio-Thera Solutions Ltd, Hygon Information Technology C, Hyosung Corporation, Superloop Ltd, Taiwan Semiconductor (TSMC) – ADR, Walgreens Boots Alliance, Korea Stock Exchange KOSPI 200 and more In today’s briefing: STAR50 Index Rebalance: Three Changes a Side; One Surprise ChangeESR Group (1821…Smartkarma Daily BriefsFebruary 26, 2024
Daily BriefsMost Read Most Read: East Buy Holding , China Unicom Hong Kong, Amazon.com Inc, Jusung Engineering, Celltrion Inc, Taiwan Semiconductor (TSMC), Trip.com Group , Korea Stock Exchange KOSPI 200, Hygon Information Technology C, China International Capital Corporation and more In today’s briefing: Hang Seng Internet & IT Index Rebalance: Three Changes & One Big…Smartkarma Daily BriefsFebruary 25, 2024
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, Amazon.com Inc, Gree Inc, Jusung Engineering, Samsung C&T, Celltrion Inc, Fast Retailing, Reddit , Alteogen Inc and more In today’s briefing: TCM (570 HK): Sinopharm's $4.60/Share OfferDow Jones Industrials (INDU) Index Rebalance: Amazon…Smartkarma Daily BriefsFebruary 24, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Hong Kong To Scrap All “Spicy Measures” (Property Cooling Measures) and more In today’s briefing: Hong Kong To Scrap All "Spicy Measures" (Property Cooling Measures)Tsuruha (3391) And…Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Final Flows for Hang Seng and more In today’s briefing: Final Flows for Hang Seng, HSCEI, HS Tech on 1 March RebalRakuten's…Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Tsuruha (3391) And Welcia (3141) – Aeon Tsuruha Stake Buy Followed by Merger? and more In today’s briefing: Tsuruha (3391) And Welcia (3141) - Aeon Tsuruha Stake Buy Followed by…Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: ESR Group (1821 HK): Evaluating a Potential Privatisation and more In today’s briefing: ESR Group (1821 HK): Evaluating a Potential PrivatisationKeisei Electric Rail (9009) -…Smartkarma Daily BriefsFebruary 26, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Index Rebalance & ETF Flow Recap: HSCEI and more In today’s briefing: Index Rebalance & ETF Flow Recap: HSCEI, HSCI, HSTECH, HSIII, STTF, Top50,…Smartkarma Daily BriefsFebruary 25, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: EQD | Where to BUY the KOSPI On The Upcoming Pullback and more In today’s briefing: EQD | Where to BUY the KOSPI On The Upcoming Pullback EQD…Smartkarma Daily BriefsFebruary 24, 2024
Daily BriefsECM Daily Brief ECM: Amer Sports (AS US) IPO: Valuation Insights and more In today’s briefing: Amer Sports (AS US) IPO: Valuation InsightsAmer Sports IPO Valuation AnalysisGuming Holdings…Smartkarma Daily BriefsJanuary 23, 2024
Daily BriefsECM Daily Brief ECM: Medi Assist Healthcare IPO Trading – Decent Subscription Rates Although Valuation Appears Fair and more In today’s briefing: Medi Assist Healthcare IPO Trading - Decent Subscription Rates Although Valuation Appears…Smartkarma Daily BriefsJanuary 22, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (21st Jan 2024) – Mixue and more In today’s briefing: ECM Weekly (21st Jan 2024) - Mixue, Amer, Medi Assist, IPO Pipeline,…Smartkarma Daily BriefsJanuary 21, 2024
Daily BriefsECM Daily Brief ECM: ASMedia Placement – Momentum Has Been Strong and more In today’s briefing: ASMedia Placement - Momentum Has Been Strong, but an Overhang Exists ASMedia…Smartkarma Daily BriefsJanuary 20, 2024
Daily BriefsECM Daily Brief ECM: Why Is APR IPO Getting Delayed? and more In today’s briefing: Why Is APR IPO Getting Delayed?Amer Sports IPO PreviewAequitas 2024 Asia IPO…Smartkarma Daily BriefsJanuary 19, 2024
Daily BriefsECM Daily Brief ECM: Yamae Group Placement – Would Result in a Large Dilution and more In today’s briefing: Yamae Group Placement - Would Result in a Large Dilution, Although Its…Smartkarma Daily BriefsJanuary 18, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Samsonite (1910 HK) Takeover Interest: Hold on to These Shares and more In today’s briefing: Samsonite (1910 HK) Takeover Interest: Hold on to These Shares: The Commercialization…Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba (9988 HK): Value Proposition Looks Clean and more In today’s briefing: Alibaba (9988 HK): Value Proposition Looks CleanTSMC (2330.TT; TSM.US): Foundry Market Forecast…Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Dual-Listings Monitor: TSMC Post-CNY Spread Persisting; Why UMC Discount Could Flip Positive and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Post-CNY Spread Persisting; Why UMC Discount Could Flip…Smartkarma Daily BriefsFebruary 26, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Intel Snags Altman To Close Foundry Day Event and more In today’s briefing: Intel Snags Altman To Close Foundry Day EventAlnylam Pharmaceuticals: Progress of the…Smartkarma Daily BriefsFebruary 25, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC (2330.TT; TSM.US): The Implications of Feb Sales and more In today’s briefing: TSMC (2330.TT; TSM.US): The Implications of Feb Sales, TSMC 2nd Japanese Fab…Smartkarma Daily BriefsFebruary 24, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Sea Will Release Its Q4 2023 Earnings Report Soon and more In today’s briefing: Sea Will Release Its Q4 2023 Earnings Report SoonTrip.com (9961 HK, TCOM…Smartkarma Daily BriefsFebruary 23, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Sfa Engineering, Baidu, NVIDIA Corp, Epam Systems and more In today’s briefing: Block Deal Sale of 5% Stake In SFA Engineering by Samsung Display:…Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Alibaba (ADR), Taiwan Semiconductor (TSMC), Appier Group, Elan Microelectronics, King Yuan Electronics Co, Ltd., Carta Holdings, Inc., ATN International, Kinatico and more In today’s briefing: Alibaba (9988 HK): Value Proposition Looks CleanTSMC (2330.TT; TSM.US): Foundry Market Forecast…Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Alibaba (ADR), Chipmos Technologies, Asia Vital Components and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Post-CNY Spread Persisting; Why UMC Discount Could Flip…Smartkarma Daily BriefsFebruary 26, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Intel Corp, Hygon Information Technology C, Twilio , Hubspot Inc, Applied Materials, Trade Desk /, Tyler Technologies, Zebra Technologies Corp, AppLovin , Fleetcor Technologies and more In today’s briefing: Intel Snags Altman To Close Foundry Day EventIndex Rebalance & ETF Flow…Smartkarma Daily BriefsFebruary 25, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Reddit , Taiwan Semiconductor (TSMC), Cisco Systems, Lenovo, Godaddy Inc Class A and more In today’s briefing: Reddit IPO PreviewTSMC (2330.TT; TSM.US): The Implications of Feb Sales, TSMC 2nd…Smartkarma Daily BriefsFebruary 24, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Sea , Workday Inc Class A, NVIDIA Corp, Jusung Engineering, SUMCO Corp, NetEase Inc, Datadog , Cadence Design Sys, Lattice Semiconductor and more In today’s briefing: Sea Will Release Its Q4 2023 Earnings Report SoonQuiddity Leaderboard S&P 500…Smartkarma Daily BriefsFebruary 23, 2024
ChinaDaily Briefs Daily Brief China: Trip.com Group , Lenovo and more In today’s briefing: Hong Kong/China Finally Bottoming?; Bullish Outlook Intact; DXY Rolling Over; Buys in…Smartkarma Daily BriefsFebruary 24, 2024
ChinaDaily Briefs Daily Brief China: Trip.com, NetEase Inc, Trip.com Group , Standard Chartered, Miniso, Xiaocaiyuan International Holding and more In today’s briefing: Trip.com (9961 HK, TCOM US): 4Q23, Revenue Up by 105%, But Reached…Smartkarma Daily BriefsFebruary 23, 2024
ChinaDaily Briefs Daily Brief China: China Traditional Chinese Medicine, HSBC Holdings, Numans Health Food Holdings and more In today’s briefing: China Traditional Chinese Medicine (570 HK): Sinopharm-Led Pre-Conditional Offer at HK$4.60TCM (570…Smartkarma Daily BriefsFebruary 22, 2024
ChinaDaily Briefs Daily Brief China: Cosco International Holdings, CIMC Vehicle Group Co Ltd, Hang Seng China Enterprises Index, Cathay Pacific Airways, Tencent, China Traditional Chinese Medicine, PDD Holdings and more In today’s briefing: COSCO Shipping (517 HK) Is Still CheapCIMC (1839 HK): Justification For Unjust…Smartkarma Daily BriefsFebruary 21, 2024
ChinaDaily Briefs Daily Brief China: Hygon Information Technology C, Tencent, Yankuang Energy Group, Auntea Jenny (Shanghai) Industrial, Hutchmed China Ltd and more In today’s briefing: Offshore China ETFs Rebalance Preview: Big Price Moves Could Lead to Four…Smartkarma Daily BriefsFebruary 20, 2024
ChinaDaily Briefs Daily Brief China: UBTech Robotics, Tongcheng Travel Holdings , East Buy Holding , Citic Ltd, BeiGene , Trip.com and more In today’s briefing: HSCI Index Rebalance: 25 Adds, 29 Deletes & Changes to Southbound Stock…Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsJapan Daily Brief Japan: Renesas Electronics, Welcia Holdings, Toshiba Corp, Aozora Bank Ltd, Tsuruha Holdings, RENOVA Inc, Tokyo Metro and more In today’s briefing: Renesas (6723) - YET ANOTHER Clean-Up Block Trade - This Time Mitsubishi…Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsJapan Daily Brief Japan: Toei Animation, Rakuten Group , Outsourcing Inc, Aeon Co Ltd, Olympus Corp and more In today’s briefing: Toei Animation (4816 JP) - This Offering Could Be Heavy; the NEXT…Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsJapan Daily Brief Japan: Tsuruha Holdings, Rakuten Bank , Toei Animation, Keisei Electric Railway Co, Appier Group, Rakuten Group , Carta Holdings, Inc., TSE Tokyo Price Index TOPIX, Morito Co Ltd and more In today’s briefing: Tsuruha (3391) And Welcia (3141) - Aeon Tsuruha Stake Buy Followed by…Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co and more In today’s briefing: Keisei Electric Rail (9009) - A BUYBACK! But It's Likely To Be…Smartkarma Daily BriefsFebruary 26, 2024
Daily BriefsJapan Daily Brief Japan: Outsourcing Inc, TSE Tokyo Price Index TOPIX and more In today’s briefing: Last Week in Event SPACE: Outsourcing, Boral, Itoki, CIMC Vehicle, Dissentient Shareholder…Smartkarma Daily BriefsFebruary 25, 2024
Daily BriefsJapan Daily Brief Japan: Sony Corp and more In today’s briefing: Sony Corporation: Expansion of smartphone market Sony Corporation: Expansion of smartphone marketBy…Smartkarma Daily BriefsFebruary 24, 2024
Daily BriefsMacro Daily Brief Macro: EM by EM #43: Rand’s Reckoning? and more In today’s briefing: EM by EM #43: Rand’s Reckoning?Episode 112: Subprime SignalsShipping Watch: Looks like…Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsMacro Daily Brief Macro: EM Fixed Income: Emerging Markets Outlook & Strategy for February and more In today’s briefing: EM Fixed Income: Emerging Markets Outlook & Strategy for February5 Things We…Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsMacro Daily Brief Macro: USD inflation review: Powell has to invent a new measure.. and more In today’s briefing: USD inflation review: Powell has to invent a new measure..Elections Likely to…Smartkarma Daily BriefsFebruary 14, 2024
Daily BriefsMacro Daily Brief Macro: Global Commodities: How to Gain $10 in Three Months and more In today’s briefing: Global Commodities: How to Gain $10 in Three MonthsSteno Signals #86 –…Smartkarma Daily BriefsFebruary 13, 2024
Daily BriefsMacro Daily Brief Macro: Fed Policy Outlook: Higher for Longer Proves More Durable Than Expected and more In today’s briefing: Fed Policy Outlook: Higher for Longer Proves More Durable Than Expected, but…Smartkarma Daily BriefsFebruary 12, 2024
Daily BriefsMacro Daily Brief Macro: Where Are We In the Global Liquidity Cycle? and more In today’s briefing: Where Are We In the Global Liquidity Cycle?EIA Forecasts Crude Oil Prices…Smartkarma Daily BriefsFebruary 11, 2024
CryptoDaily Briefs Daily Brief Crypto: FTX Fallout – A Quick Update and more In today’s briefing: FTX Fallout - A Quick Update FTX Fallout - A Quick UpdateBy…Smartkarma Daily BriefsNovember 17, 2022
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