Daily BriefsMost Read Most Read: Samsonite, Outsourcing Inc, Newmont , Tosoh Corp, Hyundai Motor India , Itoki Corp, ISC Co Ltd, Industrial & Infrastructure Fund Investment, Trend Micro Inc, Korea Stock Exchange Kospi Index and more In today’s briefing: Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for MarchOutsourcing (2427) MBO…Smartkarma Daily BriefsFebruary 17, 2024
Daily BriefsMost Read Most Read: Thai Beverage, Toei Animation, Altium Ltd, Newmont , Outsourcing Inc, Itoki Corp, Hyundai Motor India , ISC Co Ltd, Tosoh Corp and more In today’s briefing: Thai Beverage (THBEV SP): Cheaper than Peers with an Upcoming CatalystToei Animation…Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsMost Read Most Read: Outsourcing Inc, Toei Animation, JSR Corp, IGO Ltd, I-TAIL , KB Financial and more In today’s briefing: Outsourcing (2427) - Earnings Delay Causes ConsternationToei Animation (4816) - Shareholder Selldown…Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsMost Read Most Read: Fast Retailing, Socionext, Softbank Group, GMR Airports Infrastructure, Abacus Storage King, GDS Holdings , Top40 Index, IGO Ltd, Ansarada Group Ltd and more In today’s briefing: Nikkei 225 Index Rebalance Preview (Mar 2024): Update on Ranking, Capping, Funding…Smartkarma Daily BriefsFebruary 14, 2024
Daily BriefsMost Read Most Read: SCREEN Holdings, Roland DG Corp, Infosys Ltd, YTL Corp, Samsung C&T, Hyundai Motor , Softbank Group, China Mobile, Recruit Holdings, GDS Holdings and more In today’s briefing: Screen Holdings (7735 JP): Positioning & Potential Passive BuyingRoland DG (6789) -…Smartkarma Daily BriefsFebruary 13, 2024
Daily BriefsMost Read Most Read: DISCO Corp, Roland DG Corp, Infosys Ltd, Tesla Motors, SCREEN Holdings, Lawson Inc, ASICS Corp, Welbe Inc, SiteMinder and more In today’s briefing: Index Rebalance & ETF Flow Recap: N225, ASX, STAR50, NIFTY50, KRX New…Smartkarma Daily BriefsFebruary 12, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Emerging Korean Investment Theme: Potential Corporate Defense Mechanisms for Share Cancellations and more In today’s briefing: Emerging Korean Investment Theme: Potential Corporate Defense Mechanisms for Share CancellationsStubWorld: Union…Smartkarma Daily BriefsFebruary 17, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Renesas’ Transformative Offer For Altium and more In today’s briefing: Renesas' Transformative Offer For AltiumOutsourcing (2427) MBO Situation - Checking, and Thinking,…Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Outsourcing (2427) – Earnings Delay Causes Consternation and more In today’s briefing: Outsourcing (2427) - Earnings Delay Causes ConsternationJSR (4185) - Updated Information in…Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: GMR Airports Infra (GMRI IN): Flying High and more In today’s briefing: GMR Airports Infra (GMRI IN): Flying HighFEB 2024 REBALANCE Index Changes Announced,…Smartkarma Daily BriefsFebruary 14, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Southeast Asia EM: Potential Passive Flows in February and more In today’s briefing: Southeast Asia EM: Potential Passive Flows in FebruaryKorea: Surging Share Cancellations in…Smartkarma Daily BriefsFebruary 13, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Roland DG (6789) – Tender Offer by Taiyo Partners – Nice Premium But Too Cheap and more In today’s briefing: Roland DG (6789) - Tender Offer by Taiyo Partners - Nice Premium…Smartkarma Daily BriefsFebruary 12, 2024
Daily BriefsECM Daily Brief ECM: Amer Sports IPO: The Bull Case and more In today’s briefing: Amer Sports IPO: The Bull CaseAyala Corp Placement - While Overhang Will…Smartkarma Daily BriefsJanuary 10, 2024
Daily BriefsECM Daily Brief ECM: Ola Electric Mobility Pre-IPO Tearsheet and more In today’s briefing: Ola Electric Mobility Pre-IPO TearsheetOla Electric IPO: The Bear CaseAequitas HK IPOs…Smartkarma Daily BriefsJanuary 9, 2024
Daily BriefsECM Daily Brief ECM: Weekly Deals Digest (07 Jan) – Ola Electric and more In today’s briefing: Weekly Deals Digest (07 Jan) - Ola Electric, Mixue, Aoki Super, Hollysys,…Smartkarma Daily BriefsJanuary 8, 2024
Daily BriefsECM Daily Brief ECM: MIXUE Group IPO: The Investment Case and more In today’s briefing: MIXUE Group IPO: The Investment Case MIXUE Group IPO: The Investment CaseBy…Smartkarma Daily BriefsJanuary 7, 2024
Daily BriefsECM Daily Brief ECM: Hyundai Hyms IPO Valuation Analysis and more In today’s briefing: Hyundai Hyms IPO Valuation Analysis Hyundai Hyms IPO Valuation AnalysisBy Douglas Kim…Smartkarma Daily BriefsJanuary 6, 2024
Daily BriefsECM Daily Brief ECM: Ola Electric IPO: The Bull Case and more In today’s briefing: Ola Electric IPO: The Bull CaseCloudbreak Pharma (拨康视云) Pre-IPO: Old Drug, New…Smartkarma Daily BriefsJanuary 5, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Itoki (7972) Mammoth Buyback Coming Imminently After 35% Jump and more In today’s briefing: Itoki (7972) Mammoth Buyback Coming Imminently After 35% JumpIntel: Cyclical Recovery or…Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Freee: New Invoicing System Helps Onboard Corporate Clients Though Losses Widen and more In today’s briefing: Freee: New Invoicing System Helps Onboard Corporate Clients Though Losses WidenStylam Industries…Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tod’s: Another Cheap Shot at Privatization After Failed Attempt in 2022 and more In today’s briefing: Tod's: Another Cheap Shot at Privatization After Failed Attempt in 2022Douzone Bizon:…Smartkarma Daily BriefsFebruary 14, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Softbank (9984 JP): Relying on Arm Strength and JPY Weakness and more In today’s briefing: Softbank (9984 JP): Relying on Arm Strength and JPY WeaknessRecruit: HR Tech…Smartkarma Daily BriefsFebruary 13, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Cardinal Health: Expanding Acquisitions Portfolio With Specialty Networks & Other Major Drivers and more In today’s briefing: Cardinal Health: Expanding Acquisitions Portfolio With Specialty Networks & Other Major DriversInternational…Smartkarma Daily BriefsFebruary 12, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Semi Foundry: Fierce Competition & Sluggish Rebound In Year Of The Dragon and more In today’s briefing: China Semi Foundry: Fierce Competition & Sluggish Rebound In Year Of The…Smartkarma Daily BriefsFebruary 11, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Altium Ltd, ISC Co Ltd, Intel Corp, S2C Limited, Taiwan Semiconductor (TSMC) – ADR, Ansarada Group Ltd, On Semiconductor, Immersion Corporation and more In today’s briefing: Renesas' Transformative Offer For AltiumSector ETF Rebalancing with Remarkable Price Impact History:…Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Altium Ltd, Freee KK, Daktronics Inc, Bharti Hexacom and more In today’s briefing: Renesas (6723 JP) To Acquire Altium (ALU AU) In a A$9.1bn DealFreee:…Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Ansarada Group Ltd, Zhejiang Taimei Medical Technology Co Ltd, Douzone Bizon, Bharti Hexacom, Quantum Computing , Rightmove PLC, Gogo Inc and more In today’s briefing: Ansarada Enters Scheme With DatasiteZhejiang Taimei Medical Technology Pre-IPO TearsheetDouzone Bizon: A…Smartkarma Daily BriefsFebruary 14, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Softbank Group, China Mobile, GDS Holdings , Silicon Motion Technology, ARM Holdings, Ubiquiti Inc., NortonLifeLock, Charter Communications and more In today’s briefing: Softbank (9984 JP): Relying on Arm Strength and JPY WeaknessA/H Premium Tracker…Smartkarma Daily BriefsFebruary 13, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Roland DG Corp, SCREEN Holdings, Invesco QQQ Trust Series 1, Broadridge Financial Solutions, Inc, Weave Communications Inc and more In today’s briefing: Roland DG (6789) - Tender Offer by Taiyo Partners - Nice Premium…Smartkarma Daily BriefsFebruary 12, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Semiconductor Manufacturing International Corp (SMIC), Infosys Ltd, Microchip Technology, SiteMinder, Meta Platforms (Facebook), PTC Inc, Qorvo Inc, Apple , Amazon.com Inc and more In today’s briefing: China Semi Foundry: Fierce Competition & Sluggish Rebound In Year Of The…Smartkarma Daily BriefsFebruary 11, 2024
ChinaDaily Briefs Daily Brief China: Semiconductor Manufacturing International Corp (SMIC), KE Holdings and more In today’s briefing: China Semi Foundry: Fierce Competition & Sluggish Rebound In Year Of The…Smartkarma Daily BriefsFebruary 11, 2024
ChinaDaily Briefs Daily Brief China: Taste Gourmet, Cathay Pacific Airways and more In today’s briefing: Taste Gourmet Q3 2024: Good Performance Cruise Into Q4 with CatalystsCathay Pacific…Smartkarma Daily BriefsFebruary 10, 2024
ChinaDaily Briefs Daily Brief China: Shanghai Shenzhen CSI 300 Inde, China Traditional Chinese Medicine, New Oriental Education & Techn, Alibaba (ADR), Semiconductor Manufacturing International Corp (SMIC), Meituan, Shanghai Spacecom Satellite Technology and more In today’s briefing: China ETF Inflows & Impact: Concentrated, Then Diversified; Central Huijin Steps UpTCM…Smartkarma Daily BriefsFebruary 9, 2024
ChinaDaily Briefs Daily Brief China: Alibaba Group Holding , New World Development, China Traditional Chinese Medicine, Kerry Logistics Network, Cainiao Smart Logistics Network, ENN Natural Gas, Hangzhou Tigermed Consulting C and more In today’s briefing: Alibaba (9988 HK): 3Q24, Unimpressive as Expected, But Turning Focus from Margin…Smartkarma Daily BriefsFebruary 8, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Water Oasis, Kayou, Guangzhou R&F Properties, Xiaocaiyuan International Holding and more In today’s briefing: L’Occitane (973 HK): Blackstone Pondering an OfferWater Oasis 1161 HK: Gone Ex-Dividend,…Smartkarma Daily BriefsFebruary 7, 2024
ChinaDaily Briefs Daily Brief China: iClick Interactive Asia Group, BYD, Hainan Jinpan Smart Technology, HKEX, Giordano International, China Medical System, HashKey Digital Asset Group Lt, Hopson Development and more In today’s briefing: IClick (ICLK US): Offer Price In Line With Net CashChina Consumption Weekly…Smartkarma Daily BriefsFebruary 6, 2024
Daily BriefsJapan Daily Brief Japan: Trend Micro Inc, Daiichi Kigenso Kagaku Kogyo, Kintetsu Department Store and more In today’s briefing: Trend Micro (4704) - In-Line Announcement Causes Selloff - Hopium Meets ReasonDaiichi…Smartkarma Daily BriefsFebruary 17, 2024
Daily BriefsJapan Daily Brief Japan: Outsourcing Inc, Itoki Corp, Tosoh Corp, Industrial & Infrastructure Fund Investment, TSE Tokyo Price Index TOPIX, Restar Holdings Corporation, Kosaido, Adani Transmission and more In today’s briefing: Outsourcing (2427) MBO Situation - Checking, and Thinking, and Noodling, and SpeculatingItoki…Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsJapan Daily Brief Japan: Outsourcing Inc, Toei Animation, JSR Corp, Freee KK, Sanyo Trading, Goldwin Inc and more In today’s briefing: Outsourcing (2427) - Earnings Delay Causes ConsternationToei Animation (4816) - Shareholder Selldown…Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX and more In today’s briefing: Shareholder Proposals Likely a Focus at 2024 AGM Are ROE, P/B, and…Smartkarma Daily BriefsFebruary 14, 2024
Daily BriefsJapan Daily Brief Japan: Softbank Group, Recruit Holdings, JSR Corp, Nikkei 225 and more In today’s briefing: Softbank (9984 JP): Relying on Arm Strength and JPY WeaknessRecruit: HR Tech…Smartkarma Daily BriefsFebruary 13, 2024
Daily BriefsJapan Daily Brief Japan: Roland DG Corp, SCREEN Holdings, Lawson Inc, Welbe Inc, Nissan Motor, TSE Tokyo Price Index TOPIX and more In today’s briefing: Roland DG (6789) - Tender Offer by Taiyo Partners - Nice Premium…Smartkarma Daily BriefsFebruary 12, 2024
Daily BriefsMacro Daily Brief Macro: Rising Liquidity And The Threat of 5% US Bond Yields and more In today’s briefing: Rising Liquidity And The Threat of 5% US Bond Yields29 Reasons to…Smartkarma Daily BriefsJanuary 22, 2024
Daily BriefsMacro Daily Brief Macro: Pity poor Zara and more In today’s briefing: Pity poor Zara, wild animals, the collapse of Myanmar and those efficient…Smartkarma Daily BriefsJanuary 21, 2024
Daily BriefsMacro Daily Brief Macro: Mint Macro Roundup: Barring BoJ Intervention and more In today’s briefing: Mint Macro Roundup: Barring BoJ Intervention, Will Yen to Tank to New…Smartkarma Daily BriefsJanuary 20, 2024
Daily BriefsMacro Daily Brief Macro: EM by EM #39: All Roads Out of China Lead to Goods Disinflation and more In today’s briefing: EM by EM #39: All Roads Out of China Lead to Goods…Smartkarma Daily BriefsJanuary 19, 2024
Daily BriefsMacro Daily Brief Macro: 44% of Korean Stocks Are Trading Below Book Value – FSC Wants to Improve This (Following Japan) and more In today’s briefing: 44% of Korean Stocks Are Trading Below Book Value - FSC Wants…Smartkarma Daily BriefsJanuary 18, 2024
Daily BriefsMacro Daily Brief Macro: Rising on Geopolitical Tides and more In today’s briefing: Rising on Geopolitical Tides, Gold Braces for Pressure in 2024Mint Macro Roundup:…Smartkarma Daily BriefsJanuary 17, 2024
CryptoDaily Briefs Daily Brief Crypto: Earn Yield on Bitcoin and more In today’s briefing: Earn Yield on Bitcoin Earn Yield on BitcoinBy Edward Wu There is…Smartkarma Daily BriefsOctober 24, 2022
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CryptoDaily Briefs Daily Brief Crypto: #38 Anatomy of an NFT purchase and more In today’s briefing: #38 Anatomy of an NFT purchase #38 Anatomy of an NFT purchaseBy…Smartkarma Daily BriefsOctober 19, 2022
CryptoDaily Briefs Daily Brief Crypto: Sporting Crypto – October 17th 2022: FIFA Make Their Mark on Sports NFTs and more In today’s briefing: Sporting Crypto - October 17th 2022: FIFA Make Their Mark on Sports…Smartkarma Daily BriefsOctober 18, 2022
CryptoDaily Briefs Daily Brief Crypto: MakerDAO: The Winding Path to Decentralization and more In today’s briefing: MakerDAO: The Winding Path to Decentralization MakerDAO: The Winding Path to DecentralizationBy…Smartkarma Daily BriefsOctober 14, 2022
Daily BriefsMost Read Most Read: Samsonite, Outsourcing Inc, Newmont , Tosoh Corp, Hyundai Motor India , Itoki Corp, ISC Co Ltd, Industrial & Infrastructure Fund Investment, Trend Micro Inc, Korea Stock Exchange Kospi Index and more In today’s briefing: Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for MarchOutsourcing (2427) MBO…Smartkarma Daily BriefsFebruary 17, 2024
Daily BriefsMost Read Most Read: Thai Beverage, Toei Animation, Altium Ltd, Newmont , Outsourcing Inc, Itoki Corp, Hyundai Motor India , ISC Co Ltd, Tosoh Corp and more In today’s briefing: Thai Beverage (THBEV SP): Cheaper than Peers with an Upcoming CatalystToei Animation…Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsMost Read Most Read: Outsourcing Inc, Toei Animation, JSR Corp, IGO Ltd, I-TAIL , KB Financial and more In today’s briefing: Outsourcing (2427) - Earnings Delay Causes ConsternationToei Animation (4816) - Shareholder Selldown…Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsMost Read Most Read: Fast Retailing, Socionext, Softbank Group, GMR Airports Infrastructure, Abacus Storage King, GDS Holdings , Top40 Index, IGO Ltd, Ansarada Group Ltd and more In today’s briefing: Nikkei 225 Index Rebalance Preview (Mar 2024): Update on Ranking, Capping, Funding…Smartkarma Daily BriefsFebruary 14, 2024
Daily BriefsMost Read Most Read: SCREEN Holdings, Roland DG Corp, Infosys Ltd, YTL Corp, Samsung C&T, Hyundai Motor , Softbank Group, China Mobile, Recruit Holdings, GDS Holdings and more In today’s briefing: Screen Holdings (7735 JP): Positioning & Potential Passive BuyingRoland DG (6789) -…Smartkarma Daily BriefsFebruary 13, 2024
Daily BriefsMost Read Most Read: DISCO Corp, Roland DG Corp, Infosys Ltd, Tesla Motors, SCREEN Holdings, Lawson Inc, ASICS Corp, Welbe Inc, SiteMinder and more In today’s briefing: Index Rebalance & ETF Flow Recap: N225, ASX, STAR50, NIFTY50, KRX New…Smartkarma Daily BriefsFebruary 12, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Emerging Korean Investment Theme: Potential Corporate Defense Mechanisms for Share Cancellations and more In today’s briefing: Emerging Korean Investment Theme: Potential Corporate Defense Mechanisms for Share CancellationsStubWorld: Union…Smartkarma Daily BriefsFebruary 17, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Renesas’ Transformative Offer For Altium and more In today’s briefing: Renesas' Transformative Offer For AltiumOutsourcing (2427) MBO Situation - Checking, and Thinking,…Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Outsourcing (2427) – Earnings Delay Causes Consternation and more In today’s briefing: Outsourcing (2427) - Earnings Delay Causes ConsternationJSR (4185) - Updated Information in…Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: GMR Airports Infra (GMRI IN): Flying High and more In today’s briefing: GMR Airports Infra (GMRI IN): Flying HighFEB 2024 REBALANCE Index Changes Announced,…Smartkarma Daily BriefsFebruary 14, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Southeast Asia EM: Potential Passive Flows in February and more In today’s briefing: Southeast Asia EM: Potential Passive Flows in FebruaryKorea: Surging Share Cancellations in…Smartkarma Daily BriefsFebruary 13, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Roland DG (6789) – Tender Offer by Taiyo Partners – Nice Premium But Too Cheap and more In today’s briefing: Roland DG (6789) - Tender Offer by Taiyo Partners - Nice Premium…Smartkarma Daily BriefsFebruary 12, 2024
Daily BriefsECM Daily Brief ECM: Amer Sports IPO: The Bull Case and more In today’s briefing: Amer Sports IPO: The Bull CaseAyala Corp Placement - While Overhang Will…Smartkarma Daily BriefsJanuary 10, 2024
Daily BriefsECM Daily Brief ECM: Ola Electric Mobility Pre-IPO Tearsheet and more In today’s briefing: Ola Electric Mobility Pre-IPO TearsheetOla Electric IPO: The Bear CaseAequitas HK IPOs…Smartkarma Daily BriefsJanuary 9, 2024
Daily BriefsECM Daily Brief ECM: Weekly Deals Digest (07 Jan) – Ola Electric and more In today’s briefing: Weekly Deals Digest (07 Jan) - Ola Electric, Mixue, Aoki Super, Hollysys,…Smartkarma Daily BriefsJanuary 8, 2024
Daily BriefsECM Daily Brief ECM: MIXUE Group IPO: The Investment Case and more In today’s briefing: MIXUE Group IPO: The Investment Case MIXUE Group IPO: The Investment CaseBy…Smartkarma Daily BriefsJanuary 7, 2024
Daily BriefsECM Daily Brief ECM: Hyundai Hyms IPO Valuation Analysis and more In today’s briefing: Hyundai Hyms IPO Valuation Analysis Hyundai Hyms IPO Valuation AnalysisBy Douglas Kim…Smartkarma Daily BriefsJanuary 6, 2024
Daily BriefsECM Daily Brief ECM: Ola Electric IPO: The Bull Case and more In today’s briefing: Ola Electric IPO: The Bull CaseCloudbreak Pharma (拨康视云) Pre-IPO: Old Drug, New…Smartkarma Daily BriefsJanuary 5, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Itoki (7972) Mammoth Buyback Coming Imminently After 35% Jump and more In today’s briefing: Itoki (7972) Mammoth Buyback Coming Imminently After 35% JumpIntel: Cyclical Recovery or…Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Freee: New Invoicing System Helps Onboard Corporate Clients Though Losses Widen and more In today’s briefing: Freee: New Invoicing System Helps Onboard Corporate Clients Though Losses WidenStylam Industries…Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tod’s: Another Cheap Shot at Privatization After Failed Attempt in 2022 and more In today’s briefing: Tod's: Another Cheap Shot at Privatization After Failed Attempt in 2022Douzone Bizon:…Smartkarma Daily BriefsFebruary 14, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Softbank (9984 JP): Relying on Arm Strength and JPY Weakness and more In today’s briefing: Softbank (9984 JP): Relying on Arm Strength and JPY WeaknessRecruit: HR Tech…Smartkarma Daily BriefsFebruary 13, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Cardinal Health: Expanding Acquisitions Portfolio With Specialty Networks & Other Major Drivers and more In today’s briefing: Cardinal Health: Expanding Acquisitions Portfolio With Specialty Networks & Other Major DriversInternational…Smartkarma Daily BriefsFebruary 12, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Semi Foundry: Fierce Competition & Sluggish Rebound In Year Of The Dragon and more In today’s briefing: China Semi Foundry: Fierce Competition & Sluggish Rebound In Year Of The…Smartkarma Daily BriefsFebruary 11, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Altium Ltd, ISC Co Ltd, Intel Corp, S2C Limited, Taiwan Semiconductor (TSMC) – ADR, Ansarada Group Ltd, On Semiconductor, Immersion Corporation and more In today’s briefing: Renesas' Transformative Offer For AltiumSector ETF Rebalancing with Remarkable Price Impact History:…Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Altium Ltd, Freee KK, Daktronics Inc, Bharti Hexacom and more In today’s briefing: Renesas (6723 JP) To Acquire Altium (ALU AU) In a A$9.1bn DealFreee:…Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Ansarada Group Ltd, Zhejiang Taimei Medical Technology Co Ltd, Douzone Bizon, Bharti Hexacom, Quantum Computing , Rightmove PLC, Gogo Inc and more In today’s briefing: Ansarada Enters Scheme With DatasiteZhejiang Taimei Medical Technology Pre-IPO TearsheetDouzone Bizon: A…Smartkarma Daily BriefsFebruary 14, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Softbank Group, China Mobile, GDS Holdings , Silicon Motion Technology, ARM Holdings, Ubiquiti Inc., NortonLifeLock, Charter Communications and more In today’s briefing: Softbank (9984 JP): Relying on Arm Strength and JPY WeaknessA/H Premium Tracker…Smartkarma Daily BriefsFebruary 13, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Roland DG Corp, SCREEN Holdings, Invesco QQQ Trust Series 1, Broadridge Financial Solutions, Inc, Weave Communications Inc and more In today’s briefing: Roland DG (6789) - Tender Offer by Taiyo Partners - Nice Premium…Smartkarma Daily BriefsFebruary 12, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Semiconductor Manufacturing International Corp (SMIC), Infosys Ltd, Microchip Technology, SiteMinder, Meta Platforms (Facebook), PTC Inc, Qorvo Inc, Apple , Amazon.com Inc and more In today’s briefing: China Semi Foundry: Fierce Competition & Sluggish Rebound In Year Of The…Smartkarma Daily BriefsFebruary 11, 2024
ChinaDaily Briefs Daily Brief China: Semiconductor Manufacturing International Corp (SMIC), KE Holdings and more In today’s briefing: China Semi Foundry: Fierce Competition & Sluggish Rebound In Year Of The…Smartkarma Daily BriefsFebruary 11, 2024
ChinaDaily Briefs Daily Brief China: Taste Gourmet, Cathay Pacific Airways and more In today’s briefing: Taste Gourmet Q3 2024: Good Performance Cruise Into Q4 with CatalystsCathay Pacific…Smartkarma Daily BriefsFebruary 10, 2024
ChinaDaily Briefs Daily Brief China: Shanghai Shenzhen CSI 300 Inde, China Traditional Chinese Medicine, New Oriental Education & Techn, Alibaba (ADR), Semiconductor Manufacturing International Corp (SMIC), Meituan, Shanghai Spacecom Satellite Technology and more In today’s briefing: China ETF Inflows & Impact: Concentrated, Then Diversified; Central Huijin Steps UpTCM…Smartkarma Daily BriefsFebruary 9, 2024
ChinaDaily Briefs Daily Brief China: Alibaba Group Holding , New World Development, China Traditional Chinese Medicine, Kerry Logistics Network, Cainiao Smart Logistics Network, ENN Natural Gas, Hangzhou Tigermed Consulting C and more In today’s briefing: Alibaba (9988 HK): 3Q24, Unimpressive as Expected, But Turning Focus from Margin…Smartkarma Daily BriefsFebruary 8, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Water Oasis, Kayou, Guangzhou R&F Properties, Xiaocaiyuan International Holding and more In today’s briefing: L’Occitane (973 HK): Blackstone Pondering an OfferWater Oasis 1161 HK: Gone Ex-Dividend,…Smartkarma Daily BriefsFebruary 7, 2024
ChinaDaily Briefs Daily Brief China: iClick Interactive Asia Group, BYD, Hainan Jinpan Smart Technology, HKEX, Giordano International, China Medical System, HashKey Digital Asset Group Lt, Hopson Development and more In today’s briefing: IClick (ICLK US): Offer Price In Line With Net CashChina Consumption Weekly…Smartkarma Daily BriefsFebruary 6, 2024
Daily BriefsJapan Daily Brief Japan: Trend Micro Inc, Daiichi Kigenso Kagaku Kogyo, Kintetsu Department Store and more In today’s briefing: Trend Micro (4704) - In-Line Announcement Causes Selloff - Hopium Meets ReasonDaiichi…Smartkarma Daily BriefsFebruary 17, 2024
Daily BriefsJapan Daily Brief Japan: Outsourcing Inc, Itoki Corp, Tosoh Corp, Industrial & Infrastructure Fund Investment, TSE Tokyo Price Index TOPIX, Restar Holdings Corporation, Kosaido, Adani Transmission and more In today’s briefing: Outsourcing (2427) MBO Situation - Checking, and Thinking, and Noodling, and SpeculatingItoki…Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsJapan Daily Brief Japan: Outsourcing Inc, Toei Animation, JSR Corp, Freee KK, Sanyo Trading, Goldwin Inc and more In today’s briefing: Outsourcing (2427) - Earnings Delay Causes ConsternationToei Animation (4816) - Shareholder Selldown…Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX and more In today’s briefing: Shareholder Proposals Likely a Focus at 2024 AGM Are ROE, P/B, and…Smartkarma Daily BriefsFebruary 14, 2024
Daily BriefsJapan Daily Brief Japan: Softbank Group, Recruit Holdings, JSR Corp, Nikkei 225 and more In today’s briefing: Softbank (9984 JP): Relying on Arm Strength and JPY WeaknessRecruit: HR Tech…Smartkarma Daily BriefsFebruary 13, 2024
Daily BriefsJapan Daily Brief Japan: Roland DG Corp, SCREEN Holdings, Lawson Inc, Welbe Inc, Nissan Motor, TSE Tokyo Price Index TOPIX and more In today’s briefing: Roland DG (6789) - Tender Offer by Taiyo Partners - Nice Premium…Smartkarma Daily BriefsFebruary 12, 2024
Daily BriefsMacro Daily Brief Macro: Rising Liquidity And The Threat of 5% US Bond Yields and more In today’s briefing: Rising Liquidity And The Threat of 5% US Bond Yields29 Reasons to…Smartkarma Daily BriefsJanuary 22, 2024
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Daily BriefsMacro Daily Brief Macro: Mint Macro Roundup: Barring BoJ Intervention and more In today’s briefing: Mint Macro Roundup: Barring BoJ Intervention, Will Yen to Tank to New…Smartkarma Daily BriefsJanuary 20, 2024
Daily BriefsMacro Daily Brief Macro: EM by EM #39: All Roads Out of China Lead to Goods Disinflation and more In today’s briefing: EM by EM #39: All Roads Out of China Lead to Goods…Smartkarma Daily BriefsJanuary 19, 2024
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Daily BriefsMacro Daily Brief Macro: Rising on Geopolitical Tides and more In today’s briefing: Rising on Geopolitical Tides, Gold Braces for Pressure in 2024Mint Macro Roundup:…Smartkarma Daily BriefsJanuary 17, 2024
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