Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, Azure Minerals, Sea , NVIDIA Corp, Samsung C&T, CSR Ltd, Delta Electronics Thailand , Workday Inc Class A, Jusung Engineering and more In today’s briefing: China Traditional Chinese Medicine (570.HK) - New Information on PrivatizationTCM (570 HK):…Smartkarma Daily BriefsFebruary 23, 2024
Daily BriefsMost Read Most Read: Gree Inc, China Traditional Chinese Medicine, Korea Stock Exchange Kospi Index, Azure Minerals, Itoki Corp, Union Bank Of India, Hanwha Corporation and more In today’s briefing: Gree (3632 JP) - Overnight Offering in Asset-Rich Value Trap as KDDI…Smartkarma Daily BriefsFebruary 22, 2024
Daily BriefsMost Read Most Read: SENKO Group Holdings Co., Ltd., Bizlink Holding, Yankuang Energy Group, Naver Corp, Snow Peak Inc, Royal Gold Inc, Cosco International Holdings, CIMC Vehicle Group Co Ltd, Taihan Electric Wire, Trial Holdings and more In today’s briefing: Senko Group (9069 JP) Offering - Banks and Insurers Unwinding Cross-Holdings in…Smartkarma Daily BriefsFebruary 21, 2024
Daily BriefsMost Read Most Read: MS&AD Insurance, UBTech Robotics, Tongcheng Travel Holdings , East Buy Holding , SENKO Group Holdings Co., Ltd., Boral Ltd, Outsourcing Inc, Heiwado Co Ltd and more In today’s briefing: FSA Urges Japan Non-Life Insurers to Eliminate Cross-Holdings - Sales ComingHSCI Index…Smartkarma Daily BriefsFebruary 20, 2024
Daily BriefsMost Read Most Read: MS&AD Insurance, UBTech Robotics, Snow Peak Inc, China Unicom Hong Kong, Tongcheng Travel Holdings , SCREEN Holdings, Outsourcing Inc, Korea Stock Exchange KOSPI 200, East Buy Holding and more In today’s briefing: FSA Urges Japan Non-Life Insurers to Eliminate Cross-Holdings - Sales ComingHSCI Index…Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsMost Read Most Read: DISCO Corp, Hainan Jinpan Smart Technology, Infosys Ltd, Abacus Storage King, HSBC Holdings, Snow Peak Inc, Hang Seng Index, MS&AD Insurance, Altium Ltd and more In today’s briefing: Index Rebalance & ETF Flow Recap: N225, ASX, STAR50, NIFTY50, KRX New…Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: The Launch of 1st Corporate Value Up ETF on 27 February – Focus on Low PBR and Cash Flow and more In today’s briefing: The Launch of 1st Corporate Value Up ETF on 27 February -…Smartkarma Daily BriefsFebruary 23, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Korea NPS Abruptly Joins Corporate Value Up Program: According to Document Obtained from NPS and more In today’s briefing: Korea NPS Abruptly Joins Corporate Value Up Program: According to Document Obtained…Smartkarma Daily BriefsFebruary 22, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Snow Peak (7816) – Bain Deal at ¥1 and more In today’s briefing: Snow Peak (7816) - Bain Deal at ¥1,250 - 46% Premium Is…Smartkarma Daily BriefsFebruary 21, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Outsourcing (2427 JP) – Earnings Out and more In today’s briefing: Outsourcing (2427 JP) - Earnings Out, With a Bigger Impairment, But Not…Smartkarma Daily BriefsFebruary 20, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HSCI Index Rebalance: 25 Adds and more In today’s briefing: HSCI Index Rebalance: 25 Adds, 29 Deletes & Changes to Southbound Stock…Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Hang Seng Index (HSI) Rebalance: Idling at 82 Members; 100 Members in 2025 at the Earliest and more In today’s briefing: Hang Seng Index (HSI) Rebalance: Idling at 82 Members; 100 Members in…Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsECM Daily Brief ECM: Alchip Technologies GDR Offering – Has Been Riding on an Unwavering Momentum over the past Year and more In today’s briefing: Alchip Technologies GDR Offering - Has Been Riding on an Unwavering Momentum…Smartkarma Daily BriefsJanuary 17, 2024
Daily BriefsECM Daily Brief ECM: Amer Sports Pre-IPO – The Negatives – COVID Rebound and more In today’s briefing: Amer Sports Pre-IPO - The Negatives - COVID Rebound, Weak MarginsMedi Assist…Smartkarma Daily BriefsJanuary 16, 2024
Daily BriefsECM Daily Brief ECM: Amer Sports IPO: The Fundamentals and more In today’s briefing: Amer Sports IPO: The Fundamentals, and How We See It?Aequitas ASEAN IPOs…Smartkarma Daily BriefsJanuary 15, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (14th Jan 2024) – Samsung and more In today’s briefing: ECM Weekly (14th Jan 2024) - Samsung, Lasertec, Ayala, Indigo, Amer, IPO…Smartkarma Daily BriefsJanuary 14, 2024
Daily BriefsECM Daily Brief ECM: Aequitas 2024 Asia IPO Pipeline – India and more In today’s briefing: Aequitas 2024 Asia IPO Pipeline - IndiaOla Electric IPO: Negatives Outweigh the…Smartkarma Daily BriefsJanuary 12, 2024
Daily BriefsECM Daily Brief ECM: Samsung Electronics Placement – Somewhat Well Flagged but Could Have Timed It Better and more In today’s briefing: Samsung Electronics Placement - Somewhat Well Flagged but Could Have Timed It…Smartkarma Daily BriefsJanuary 11, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Shortlist Of High Conviction Ideas: Income and more In today’s briefing: Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety -…Smartkarma Daily BriefsFebruary 22, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: COSCO Shipping (517 HK) Is Still Cheap and more In today’s briefing: COSCO Shipping (517 HK) Is Still CheapCathay Pacific (293 HK): Taking off…Smartkarma Daily BriefsFebruary 21, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Nintendo (7974) | Delayed…Or Just Fashionably Late and more In today’s briefing: Nintendo (7974) | Delayed...Or Just Fashionably LateTencent (0700.HK): Revisiting Wechat ChannelsAMAT. Post…Smartkarma Daily BriefsFebruary 20, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Shiseido (4911 JP): Japan On Track While China Was Weak and more In today’s briefing: Shiseido (4911 JP): Japan On Track While China Was WeakCitic Limited -…Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Renesas (6723 JP): Two More Strategic Acquisitions and more In today’s briefing: Renesas (6723 JP): Two More Strategic AcquisitionsAsian Dividend Gems: Acter CoUnveiling the…Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: [Alibaba (BABA US and more In today’s briefing: : What It Takes for Us to Be More Positive on BABA?Trend…Smartkarma Daily BriefsFebruary 17, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Gree Inc, United Microelectron Sp Adr, Taiwan Semiconductor (TSMC) – ADR, NVIDIA Corp, Delta Electronics Thailand , Vection Technologies Ltd, Soluna Holdings and more In today’s briefing: Gree (3632 JP) - Overnight Offering in Asset-Rich Value Trap as KDDI…Smartkarma Daily BriefsFebruary 22, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Novatek Microelectronics Corp, Texas Instruments, Amazon.com Inc, Lions Gate Entertainment and more In today’s briefing: : LLM Advances Give China and US Both OpportunitiesNovatek (3034.TT): It's Said…Smartkarma Daily BriefsFebruary 21, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hygon Information Technology C, Naver Corp, Nintendo, Tencent, Alchip Technologies, LG Display, Applied Materials, Microstrategy Inc Cl A, Dynatrace , CyberArk Software Ltd and more In today’s briefing: Offshore China ETFs Rebalance Preview: Big Price Moves Could Lead to Four…Smartkarma Daily BriefsFebruary 20, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Globalwafers and more In today’s briefing: Globalwafers (6488.TT): The Revenue Is Expected to Improve in 2H24F Globalwafers (6488.TT):…Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Altium Ltd, China Unicom Hong Kong, Temenos AG, SCREEN Holdings, Cloudflare , Coherent Inc, Alibaba (ADR), ROBLOX , Snap , Take Two Interactive Software, Inc and more In today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Altium, Ansarada, Roland DG, Welbe, Orecorp,…Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Alibaba (ADR), Trend Micro Inc, GLOBALFOUNDRIES , Fortinet Inc, Check Point Software Tech, Palantir Technologies , Cognizant Tech Solutions A, Amkor Technology, Iridium Communications, Gartner Inc and more In today’s briefing: : What It Takes for Us to Be More Positive on BABA?Trend…Smartkarma Daily BriefsFebruary 17, 2024
ChinaDaily Briefs Daily Brief China: HSBC Holdings, China Unicom Hong Kong, Jacobio Pharmaceuticals, Alibaba (ADR) and more In today’s briefing: Hang Seng Index (HSI) Rebalance: Idling at 82 Members; 100 Members in…Smartkarma Daily BriefsFebruary 18, 2024
ChinaDaily Briefs Daily Brief China: Alibaba (ADR), MGM China Holdings, ZJLD Group , China Vanke , Hang Seng Index and more In today’s briefing: : What It Takes for Us to Be More Positive on BABA?StubWorld:…Smartkarma Daily BriefsFebruary 17, 2024
ChinaDaily Briefs Daily Brief China: S2C Limited, CSPC Innovation Pharmaceutical-A, AECC Aviation Power, Cloudbreak Pharma, Greenland Technologies Holdi and more In today’s briefing: CICC-Backed Chinese Chip Design Firm Fined Over Fraudulent IPO Application Quiddity Leaderboard…Smartkarma Daily BriefsFebruary 16, 2024
ChinaDaily Briefs Daily Brief China: Xinjiang Tianshan Cement A, Beijing Yuanxin Technology Group Co Ltd, Octillion Energy Holdings and more In today’s briefing: Quiddity Leaderboard CSI 300/500 Jun 24: SHORT CSI 300 Direct DELs Vs…Smartkarma Daily BriefsFebruary 15, 2024
ChinaDaily Briefs Daily Brief China: Zhejiang Taimei Medical Technology Co Ltd, I-Mab and more In today’s briefing: Zhejiang Taimei Medical Technology Pre-IPO TearsheetI-Mab to Divest Chinese Assets and Business…Smartkarma Daily BriefsFebruary 14, 2024
ChinaDaily Briefs Daily Brief China: BYD , China Mobile, GDS Holdings , Zhongsheng Group, SHEIN, Shanghai Medicilon and more In today’s briefing: Mainland Connect NORTHBOUND Flows (To 9 Feb 2024): Decent Net Momo Buying,…Smartkarma Daily BriefsFebruary 13, 2024
Daily BriefsJapan Daily Brief Japan: SUMCO Corp, Fast Retailing, Trial Holdings, Geniee Inc, TSE Tokyo Price Index TOPIX, LaKeel and more In today’s briefing: SUMCO's Sobering Outlook For Silicon WafersHK CEO & Director Dealings (23 Feb…Smartkarma Daily BriefsFebruary 23, 2024
Daily BriefsJapan Daily Brief Japan: Gree Inc, Itoki Corp, Trial Holdings, Asahi Kagaku Kogyo, Honeys Holdings Co., Ltd., TSE Tokyo Price Index TOPIX, Sodick Co Ltd, Takara Bio Inc and more In today’s briefing: Gree (3632 JP) - Overnight Offering in Asset-Rich Value Trap as KDDI…Smartkarma Daily BriefsFebruary 22, 2024
Daily BriefsJapan Daily Brief Japan: Snow Peak Inc, PAL GROUP Holdings Co., Ltd., Dentsu Inc, Otsuka Holdings, Polaris Holdings and more In today’s briefing: Snow Peak (7816) - Bain Deal at ¥1,250 - 46% Premium Is…Smartkarma Daily BriefsFebruary 21, 2024
Daily BriefsJapan Daily Brief Japan: SENKO Group Holdings Co., Ltd., Outsourcing Inc, Heiwado Co Ltd, Nintendo, Trial Holdings, TSE Tokyo Price Index TOPIX, Mercari and more In today’s briefing: Senko Group (9069 JP) Offering - Banks and Insurers Unwinding Cross-Holdings in…Smartkarma Daily BriefsFebruary 20, 2024
Daily BriefsJapan Daily Brief Japan: Snow Peak Inc, Outsourcing Inc, Shiseido Company, Sony Corp, Keisei Electric Railway Co, Kyowa Kirin Co Ltd and more In today’s briefing: Snow Peak (7816 JP): Bain Contemplating Backing an MBO at JPY1,200Merger Arb…Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsJapan Daily Brief Japan: Snow Peak Inc, MS&AD Insurance, Renesas Electronics, Toei Animation, SCREEN Holdings, Outsourcing Inc, TSE Tokyo Price Index TOPIX, Asahi Intecc and more In today’s briefing: Snow Peak (7816) - Nikkei Says Bain to Launch ¥50bn MBO FSA…Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsMacro Daily Brief Macro: MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999 and more In today’s briefing: MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999The Weekly Market Monitor…Smartkarma Daily BriefsFebruary 10, 2024
Daily BriefsMacro Daily Brief Macro: 2023 4th Qtr Letter to Investors: A Deep Dive into Lithium and more In today’s briefing: 2023 4th Qtr Letter to Investors: A Deep Dive into Lithium5 Things…Smartkarma Daily BriefsFebruary 9, 2024
Daily BriefsMacro Daily Brief Macro: The Ultimate Debt Chart: Why Central Banks Hold the Key to Debt Sustainability and more In today’s briefing: The Ultimate Debt Chart: Why Central Banks Hold the Key to Debt…Smartkarma Daily BriefsFebruary 8, 2024
Daily BriefsMacro Daily Brief Macro: Four Important EM Elections in 2024 and more In today’s briefing: Four Important EM Elections in 2024Chinese Equity Markets: Wild Ride, But "Xi…Smartkarma Daily BriefsFebruary 7, 2024
Daily BriefsMacro Daily Brief Macro: CrossASEAN Ground Zero – E-Commerce Down and What of the 2024 IPO Market? and more In today’s briefing: CrossASEAN Ground Zero - E-Commerce Down and What of the 2024 IPO…Smartkarma Daily BriefsJanuary 24, 2024
Daily BriefsMacro Daily Brief Macro: China Property: In Hindsight On 2023 and 2022 Forecasts | “Draw The Line” 2024 and more In today’s briefing: China Property: In Hindsight On 2023 and 2022 Forecasts | "Draw The…Smartkarma Daily BriefsJanuary 23, 2024
CryptoDaily Briefs Daily Brief Crypto: Reddit Creates an Adoption Tsunami and more In today’s briefing: Reddit Creates an Adoption Tsunami Reddit Creates an Adoption TsunamiBy Carbono InsightsReddit…Smartkarma Daily BriefsNovember 3, 2022
CryptoDaily Briefs Daily Brief Crypto: DeFi Options Protocols Series (#3): Where Can the Next Phase of Growth Come From? and more In today’s briefing: DeFi Options Protocols Series (#3): Where Can the Next Phase of Growth…Smartkarma Daily BriefsNovember 2, 2022
CryptoDaily Briefs Daily Brief Crypto: Quick Update on the New Hong Kong Crypto Policy Statement – A Revival of the Crypto Hub? and more In today’s briefing: Quick Update on the New Hong Kong Crypto Policy Statement – A…Smartkarma Daily BriefsNovember 1, 2022
CryptoDaily Briefs Daily Brief Crypto: An Abandoned Meta(Verse) and more In today’s briefing: An Abandoned Meta(Verse) An Abandoned Meta(Verse)By Kaiko“An estimated $100bn investment in an…Smartkarma Daily BriefsOctober 28, 2022
CryptoDaily Briefs Daily Brief Crypto: Crypto Lending Series (#2) Clearpool – A Bright Spot Emerging from the Rubble and more In today’s briefing: Crypto Lending Series (#2) Clearpool - A Bright Spot Emerging from the…Smartkarma Daily BriefsOctober 26, 2022
CryptoDaily Briefs Daily Brief Crypto: BTC Market Share Hits 2-Year High and more In today’s briefing: BTC Market Share Hits 2-Year High BTC Market Share Hits 2-Year HighBy…Smartkarma Daily BriefsOctober 25, 2022
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, Azure Minerals, Sea , NVIDIA Corp, Samsung C&T, CSR Ltd, Delta Electronics Thailand , Workday Inc Class A, Jusung Engineering and more In today’s briefing: China Traditional Chinese Medicine (570.HK) - New Information on PrivatizationTCM (570 HK):…Smartkarma Daily BriefsFebruary 23, 2024
Daily BriefsMost Read Most Read: Gree Inc, China Traditional Chinese Medicine, Korea Stock Exchange Kospi Index, Azure Minerals, Itoki Corp, Union Bank Of India, Hanwha Corporation and more In today’s briefing: Gree (3632 JP) - Overnight Offering in Asset-Rich Value Trap as KDDI…Smartkarma Daily BriefsFebruary 22, 2024
Daily BriefsMost Read Most Read: SENKO Group Holdings Co., Ltd., Bizlink Holding, Yankuang Energy Group, Naver Corp, Snow Peak Inc, Royal Gold Inc, Cosco International Holdings, CIMC Vehicle Group Co Ltd, Taihan Electric Wire, Trial Holdings and more In today’s briefing: Senko Group (9069 JP) Offering - Banks and Insurers Unwinding Cross-Holdings in…Smartkarma Daily BriefsFebruary 21, 2024
Daily BriefsMost Read Most Read: MS&AD Insurance, UBTech Robotics, Tongcheng Travel Holdings , East Buy Holding , SENKO Group Holdings Co., Ltd., Boral Ltd, Outsourcing Inc, Heiwado Co Ltd and more In today’s briefing: FSA Urges Japan Non-Life Insurers to Eliminate Cross-Holdings - Sales ComingHSCI Index…Smartkarma Daily BriefsFebruary 20, 2024
Daily BriefsMost Read Most Read: MS&AD Insurance, UBTech Robotics, Snow Peak Inc, China Unicom Hong Kong, Tongcheng Travel Holdings , SCREEN Holdings, Outsourcing Inc, Korea Stock Exchange KOSPI 200, East Buy Holding and more In today’s briefing: FSA Urges Japan Non-Life Insurers to Eliminate Cross-Holdings - Sales ComingHSCI Index…Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsMost Read Most Read: DISCO Corp, Hainan Jinpan Smart Technology, Infosys Ltd, Abacus Storage King, HSBC Holdings, Snow Peak Inc, Hang Seng Index, MS&AD Insurance, Altium Ltd and more In today’s briefing: Index Rebalance & ETF Flow Recap: N225, ASX, STAR50, NIFTY50, KRX New…Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: The Launch of 1st Corporate Value Up ETF on 27 February – Focus on Low PBR and Cash Flow and more In today’s briefing: The Launch of 1st Corporate Value Up ETF on 27 February -…Smartkarma Daily BriefsFebruary 23, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Korea NPS Abruptly Joins Corporate Value Up Program: According to Document Obtained from NPS and more In today’s briefing: Korea NPS Abruptly Joins Corporate Value Up Program: According to Document Obtained…Smartkarma Daily BriefsFebruary 22, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Snow Peak (7816) – Bain Deal at ¥1 and more In today’s briefing: Snow Peak (7816) - Bain Deal at ¥1,250 - 46% Premium Is…Smartkarma Daily BriefsFebruary 21, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Outsourcing (2427 JP) – Earnings Out and more In today’s briefing: Outsourcing (2427 JP) - Earnings Out, With a Bigger Impairment, But Not…Smartkarma Daily BriefsFebruary 20, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HSCI Index Rebalance: 25 Adds and more In today’s briefing: HSCI Index Rebalance: 25 Adds, 29 Deletes & Changes to Southbound Stock…Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Hang Seng Index (HSI) Rebalance: Idling at 82 Members; 100 Members in 2025 at the Earliest and more In today’s briefing: Hang Seng Index (HSI) Rebalance: Idling at 82 Members; 100 Members in…Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsECM Daily Brief ECM: Alchip Technologies GDR Offering – Has Been Riding on an Unwavering Momentum over the past Year and more In today’s briefing: Alchip Technologies GDR Offering - Has Been Riding on an Unwavering Momentum…Smartkarma Daily BriefsJanuary 17, 2024
Daily BriefsECM Daily Brief ECM: Amer Sports Pre-IPO – The Negatives – COVID Rebound and more In today’s briefing: Amer Sports Pre-IPO - The Negatives - COVID Rebound, Weak MarginsMedi Assist…Smartkarma Daily BriefsJanuary 16, 2024
Daily BriefsECM Daily Brief ECM: Amer Sports IPO: The Fundamentals and more In today’s briefing: Amer Sports IPO: The Fundamentals, and How We See It?Aequitas ASEAN IPOs…Smartkarma Daily BriefsJanuary 15, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (14th Jan 2024) – Samsung and more In today’s briefing: ECM Weekly (14th Jan 2024) - Samsung, Lasertec, Ayala, Indigo, Amer, IPO…Smartkarma Daily BriefsJanuary 14, 2024
Daily BriefsECM Daily Brief ECM: Aequitas 2024 Asia IPO Pipeline – India and more In today’s briefing: Aequitas 2024 Asia IPO Pipeline - IndiaOla Electric IPO: Negatives Outweigh the…Smartkarma Daily BriefsJanuary 12, 2024
Daily BriefsECM Daily Brief ECM: Samsung Electronics Placement – Somewhat Well Flagged but Could Have Timed It Better and more In today’s briefing: Samsung Electronics Placement - Somewhat Well Flagged but Could Have Timed It…Smartkarma Daily BriefsJanuary 11, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Shortlist Of High Conviction Ideas: Income and more In today’s briefing: Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety -…Smartkarma Daily BriefsFebruary 22, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: COSCO Shipping (517 HK) Is Still Cheap and more In today’s briefing: COSCO Shipping (517 HK) Is Still CheapCathay Pacific (293 HK): Taking off…Smartkarma Daily BriefsFebruary 21, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Nintendo (7974) | Delayed…Or Just Fashionably Late and more In today’s briefing: Nintendo (7974) | Delayed...Or Just Fashionably LateTencent (0700.HK): Revisiting Wechat ChannelsAMAT. Post…Smartkarma Daily BriefsFebruary 20, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Shiseido (4911 JP): Japan On Track While China Was Weak and more In today’s briefing: Shiseido (4911 JP): Japan On Track While China Was WeakCitic Limited -…Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Renesas (6723 JP): Two More Strategic Acquisitions and more In today’s briefing: Renesas (6723 JP): Two More Strategic AcquisitionsAsian Dividend Gems: Acter CoUnveiling the…Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: [Alibaba (BABA US and more In today’s briefing: : What It Takes for Us to Be More Positive on BABA?Trend…Smartkarma Daily BriefsFebruary 17, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Gree Inc, United Microelectron Sp Adr, Taiwan Semiconductor (TSMC) – ADR, NVIDIA Corp, Delta Electronics Thailand , Vection Technologies Ltd, Soluna Holdings and more In today’s briefing: Gree (3632 JP) - Overnight Offering in Asset-Rich Value Trap as KDDI…Smartkarma Daily BriefsFebruary 22, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Novatek Microelectronics Corp, Texas Instruments, Amazon.com Inc, Lions Gate Entertainment and more In today’s briefing: : LLM Advances Give China and US Both OpportunitiesNovatek (3034.TT): It's Said…Smartkarma Daily BriefsFebruary 21, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hygon Information Technology C, Naver Corp, Nintendo, Tencent, Alchip Technologies, LG Display, Applied Materials, Microstrategy Inc Cl A, Dynatrace , CyberArk Software Ltd and more In today’s briefing: Offshore China ETFs Rebalance Preview: Big Price Moves Could Lead to Four…Smartkarma Daily BriefsFebruary 20, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Globalwafers and more In today’s briefing: Globalwafers (6488.TT): The Revenue Is Expected to Improve in 2H24F Globalwafers (6488.TT):…Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Altium Ltd, China Unicom Hong Kong, Temenos AG, SCREEN Holdings, Cloudflare , Coherent Inc, Alibaba (ADR), ROBLOX , Snap , Take Two Interactive Software, Inc and more In today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Altium, Ansarada, Roland DG, Welbe, Orecorp,…Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Alibaba (ADR), Trend Micro Inc, GLOBALFOUNDRIES , Fortinet Inc, Check Point Software Tech, Palantir Technologies , Cognizant Tech Solutions A, Amkor Technology, Iridium Communications, Gartner Inc and more In today’s briefing: : What It Takes for Us to Be More Positive on BABA?Trend…Smartkarma Daily BriefsFebruary 17, 2024
ChinaDaily Briefs Daily Brief China: HSBC Holdings, China Unicom Hong Kong, Jacobio Pharmaceuticals, Alibaba (ADR) and more In today’s briefing: Hang Seng Index (HSI) Rebalance: Idling at 82 Members; 100 Members in…Smartkarma Daily BriefsFebruary 18, 2024
ChinaDaily Briefs Daily Brief China: Alibaba (ADR), MGM China Holdings, ZJLD Group , China Vanke , Hang Seng Index and more In today’s briefing: : What It Takes for Us to Be More Positive on BABA?StubWorld:…Smartkarma Daily BriefsFebruary 17, 2024
ChinaDaily Briefs Daily Brief China: S2C Limited, CSPC Innovation Pharmaceutical-A, AECC Aviation Power, Cloudbreak Pharma, Greenland Technologies Holdi and more In today’s briefing: CICC-Backed Chinese Chip Design Firm Fined Over Fraudulent IPO Application Quiddity Leaderboard…Smartkarma Daily BriefsFebruary 16, 2024
ChinaDaily Briefs Daily Brief China: Xinjiang Tianshan Cement A, Beijing Yuanxin Technology Group Co Ltd, Octillion Energy Holdings and more In today’s briefing: Quiddity Leaderboard CSI 300/500 Jun 24: SHORT CSI 300 Direct DELs Vs…Smartkarma Daily BriefsFebruary 15, 2024
ChinaDaily Briefs Daily Brief China: Zhejiang Taimei Medical Technology Co Ltd, I-Mab and more In today’s briefing: Zhejiang Taimei Medical Technology Pre-IPO TearsheetI-Mab to Divest Chinese Assets and Business…Smartkarma Daily BriefsFebruary 14, 2024
ChinaDaily Briefs Daily Brief China: BYD , China Mobile, GDS Holdings , Zhongsheng Group, SHEIN, Shanghai Medicilon and more In today’s briefing: Mainland Connect NORTHBOUND Flows (To 9 Feb 2024): Decent Net Momo Buying,…Smartkarma Daily BriefsFebruary 13, 2024
Daily BriefsJapan Daily Brief Japan: SUMCO Corp, Fast Retailing, Trial Holdings, Geniee Inc, TSE Tokyo Price Index TOPIX, LaKeel and more In today’s briefing: SUMCO's Sobering Outlook For Silicon WafersHK CEO & Director Dealings (23 Feb…Smartkarma Daily BriefsFebruary 23, 2024
Daily BriefsJapan Daily Brief Japan: Gree Inc, Itoki Corp, Trial Holdings, Asahi Kagaku Kogyo, Honeys Holdings Co., Ltd., TSE Tokyo Price Index TOPIX, Sodick Co Ltd, Takara Bio Inc and more In today’s briefing: Gree (3632 JP) - Overnight Offering in Asset-Rich Value Trap as KDDI…Smartkarma Daily BriefsFebruary 22, 2024
Daily BriefsJapan Daily Brief Japan: Snow Peak Inc, PAL GROUP Holdings Co., Ltd., Dentsu Inc, Otsuka Holdings, Polaris Holdings and more In today’s briefing: Snow Peak (7816) - Bain Deal at ¥1,250 - 46% Premium Is…Smartkarma Daily BriefsFebruary 21, 2024
Daily BriefsJapan Daily Brief Japan: SENKO Group Holdings Co., Ltd., Outsourcing Inc, Heiwado Co Ltd, Nintendo, Trial Holdings, TSE Tokyo Price Index TOPIX, Mercari and more In today’s briefing: Senko Group (9069 JP) Offering - Banks and Insurers Unwinding Cross-Holdings in…Smartkarma Daily BriefsFebruary 20, 2024
Daily BriefsJapan Daily Brief Japan: Snow Peak Inc, Outsourcing Inc, Shiseido Company, Sony Corp, Keisei Electric Railway Co, Kyowa Kirin Co Ltd and more In today’s briefing: Snow Peak (7816 JP): Bain Contemplating Backing an MBO at JPY1,200Merger Arb…Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsJapan Daily Brief Japan: Snow Peak Inc, MS&AD Insurance, Renesas Electronics, Toei Animation, SCREEN Holdings, Outsourcing Inc, TSE Tokyo Price Index TOPIX, Asahi Intecc and more In today’s briefing: Snow Peak (7816) - Nikkei Says Bain to Launch ¥50bn MBO FSA…Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsMacro Daily Brief Macro: MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999 and more In today’s briefing: MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999The Weekly Market Monitor…Smartkarma Daily BriefsFebruary 10, 2024
Daily BriefsMacro Daily Brief Macro: 2023 4th Qtr Letter to Investors: A Deep Dive into Lithium and more In today’s briefing: 2023 4th Qtr Letter to Investors: A Deep Dive into Lithium5 Things…Smartkarma Daily BriefsFebruary 9, 2024
Daily BriefsMacro Daily Brief Macro: The Ultimate Debt Chart: Why Central Banks Hold the Key to Debt Sustainability and more In today’s briefing: The Ultimate Debt Chart: Why Central Banks Hold the Key to Debt…Smartkarma Daily BriefsFebruary 8, 2024
Daily BriefsMacro Daily Brief Macro: Four Important EM Elections in 2024 and more In today’s briefing: Four Important EM Elections in 2024Chinese Equity Markets: Wild Ride, But "Xi…Smartkarma Daily BriefsFebruary 7, 2024
Daily BriefsMacro Daily Brief Macro: CrossASEAN Ground Zero – E-Commerce Down and What of the 2024 IPO Market? and more In today’s briefing: CrossASEAN Ground Zero - E-Commerce Down and What of the 2024 IPO…Smartkarma Daily BriefsJanuary 24, 2024
Daily BriefsMacro Daily Brief Macro: China Property: In Hindsight On 2023 and 2022 Forecasts | “Draw The Line” 2024 and more In today’s briefing: China Property: In Hindsight On 2023 and 2022 Forecasts | "Draw The…Smartkarma Daily BriefsJanuary 23, 2024
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CryptoDaily Briefs Daily Brief Crypto: BTC Market Share Hits 2-Year High and more In today’s briefing: BTC Market Share Hits 2-Year High BTC Market Share Hits 2-Year HighBy…Smartkarma Daily BriefsOctober 25, 2022