Daily BriefsMost Read Most Read: Chandra Asri Petrochemical, Jiangsu Hoperun Software, Suzhou Novosense Microelectron, Renesas Electronics, DISCO Corp, Semiconductor Manufacturing International Corp (SMIC), ASICS Corp, Infosys Ltd, TSE Tokyo Price Index TOPIX and more In today’s briefing: IDX30/LQ45 Index Rebalance: Four Changes for Each IndexChiNext/ChiNext50 Index Rebalance Preview: Overlapping…Smartkarma Daily BriefsFebruary 11, 2024
Daily BriefsMost Read Most Read: DISCO Corp, Shanghai Shenzhen CSI 300 Inde, Benefit One Inc, Pacific Metals, ITC Ltd, Woori Financial Group , Korea Stock Exchange KOSPI 200, Pasona Group and more In today’s briefing: Index Rebalance & ETF Flow Recap: N225, ASX, STAR50, NIFTY50, KRX New…Smartkarma Daily BriefsFebruary 10, 2024
Daily BriefsMost Read Most Read: L’Occitane, Shanghai Shenzhen CSI 300 Inde, Benefit One Inc, Pasona Group, China Traditional Chinese Medicine, Woori Financial Group , Korea Stock Exchange KOSPI 200, Thai Credit Bank PCL, Welbe Inc and more In today’s briefing: L'Occitane (973 HK): Here We Go AgainChina ETF Inflows & Impact: Concentrated,…Smartkarma Daily BriefsFebruary 9, 2024
Daily BriefsMost Read Most Read: Budweiser Brewing APAC , Lawson Inc, L’Occitane, Nissan Motor, New World Development, Korea Stock Exchange KOSPI 200, China Traditional Chinese Medicine and more In today’s briefing: Bud APAC (1876 HK): Nursing a Hangover; Now Comes a Passive OverhangThe…Smartkarma Daily BriefsFebruary 8, 2024
Daily BriefsMost Read Most Read: Mitsui Fudosan, Lawson Inc, Infosys Ltd, Giordano International, Oriental Land, Hainan Jinpan Smart Technology, L’Occitane, Silver Lake Resources, Power Finance and more In today’s briefing: JAPAN ACTIVISM: Activist Elliott Takes on Mitsui Fudosan (8801)The Next Step in…Smartkarma Daily BriefsFebruary 7, 2024
Daily BriefsMost Read Most Read: JSR Corp, Korea Stock Exchange Kospi Index, Mitsui Fudosan, BayCurrent Consulting , Red 5 Ltd, Isetan Mitsukoshi Holdings Ltd, Alchip Technologies, SK Innovation, CELSYS, Infosys Ltd and more In today’s briefing: JSR (4185) - Possible Trouble in Arb Land as SUNY/CNSE Files Suit…Smartkarma Daily BriefsFebruary 6, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Silver Lake and more In today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Silver Lake, Ssangyong Cement, Vinda, Benefit…Smartkarma Daily BriefsFebruary 11, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Barratt Redrow Plc and more In today’s briefing: Barratt Redrow Plc, the Land BankerEQD | NIFTY's Uncertainty: The Rally Could…Smartkarma Daily BriefsFebruary 10, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: China ETF Inflows & Impact: Concentrated and more In today’s briefing: China ETF Inflows & Impact: Concentrated, Then Diversified; Central Huijin Steps UpDai-Ichi…Smartkarma Daily BriefsFebruary 9, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: An Optimal Way to Sourcing and Screening Data for Low PBR Theme Stocks in Korea and more In today’s briefing: An Optimal Way to Sourcing and Screening Data for Low PBR Theme…Smartkarma Daily BriefsFebruary 8, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: The Next Step in Lawson’s Big Boots Adventure – KDDI and MitCorp to Take It Private and more In today’s briefing: The Next Step in Lawson's Big Boots Adventure - KDDI and MitCorp…Smartkarma Daily BriefsFebruary 7, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Haier Group to Buy $1.8B Stake in Shanghai RAAS from Grifols – A New Chapter Begins and more In today’s briefing: Haier Group to Buy $1.8B Stake in Shanghai RAAS from Grifols –…Smartkarma Daily BriefsJanuary 25, 2024
Daily BriefsECM Daily Brief ECM: Pre-IPO QuantumPharm – Good Stories May Not Be Backed up by Performance and more In today’s briefing: Pre-IPO QuantumPharm - Good Stories May Not Be Backed up by Performance…Smartkarma Daily BriefsJanuary 4, 2024
Daily BriefsECM Daily Brief ECM: Hyundai Hyms IPO Preview and more In today’s briefing: Hyundai Hyms IPO PreviewAPR IPO Valuation AnalysisJ&T Global Express FY23 Earnings Preview…Smartkarma Daily BriefsJanuary 3, 2024
Daily BriefsECM Daily Brief ECM: APR IPO Preview and more In today’s briefing: APR IPO Preview APR IPO PreviewBy Douglas Kim APR is getting ready…Smartkarma Daily BriefsJanuary 2, 2024
Daily BriefsECM Daily Brief ECM: Pre-IPO Concord Healthcare Group (PHIP Updates) – Some Points Worth the Attention and more In today’s briefing: Pre-IPO Concord Healthcare Group (PHIP Updates) - Some Points Worth the Attention…Smartkarma Daily BriefsDecember 27, 2023
Daily BriefsECM Daily Brief ECM: ECM Weekly (24th Dec 2023) – Embassy REIT and more In today’s briefing: ECM Weekly (24th Dec 2023) - Embassy REIT, Muthoot Microfin, India Shelter,…Smartkarma Daily BriefsDecember 24, 2023
Daily BriefsECM Daily Brief ECM: 2024 IPOs Pipeline Worldwide (Top 100 Companies) and more In today’s briefing: 2024 IPOs Pipeline Worldwide (Top 100 Companies)Midea (000333 CH): Positive Read-Through From…Smartkarma Daily BriefsDecember 22, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Japan Consumer Staples Update: Inflation Looks a Blessing in Disguise for Those with Pricing Power and more In today’s briefing: Japan Consumer Staples Update: Inflation Looks a Blessing in Disguise for Those…Smartkarma Daily BriefsFebruary 10, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: EDU/TAL: China Tutoring – Here Comes The Policy Tailwind and more In today’s briefing: EDU/TAL: China Tutoring - Here Comes The Policy TailwindAlibaba (BABA US): Upzised…Smartkarma Daily BriefsFebruary 9, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba (9988 HK): 3Q24 and more In today’s briefing: Alibaba (9988 HK): 3Q24, Unimpressive as Expected, But Turning Focus from Margin…Smartkarma Daily BriefsFebruary 8, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Shiseido (4911 JP): This Fallen Angel Is Fixable and more In today’s briefing: Shiseido (4911 JP): This Fallen Angel Is FixableTaiwan Tech Weekly: TSMC Sales…Smartkarma Daily BriefsFebruary 7, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Zhangzhou Pientzehuang Pharmaceutical (600436.CH) 2023 Results – Get Ready for More Downside Ahead and more In today’s briefing: Zhangzhou Pientzehuang Pharmaceutical (600436.CH) 2023 Results - Get Ready for More Downside…Smartkarma Daily BriefsJanuary 31, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Monthly Chinese Express Tracker | Volumes Remain Firm | Domestic Pricing Worsens (January 2024) and more In today’s briefing: Monthly Chinese Express Tracker | Volumes Remain Firm | Domestic Pricing Worsens…Smartkarma Daily BriefsJanuary 30, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Softbank Group, STMicroelectronics NV and more In today’s briefing: Softbank Group - Earnings Flash - Q3 FY 2023-24 Results - Lucror…Smartkarma Daily BriefsFebruary 10, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shanghai Shenzhen CSI 300 Inde, Korea Stock Exchange KOSPI 200, Alibaba (ADR), Semiconductor Manufacturing International Corp (SMIC), Paytm, Kakao Games , Apple , Teradyne Inc, Super Micro Computer, Celestica and more In today’s briefing: China ETF Inflows & Impact: Concentrated, Then Diversified; Central Huijin Steps UpQuiddity…Smartkarma Daily BriefsFebruary 9, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Korea Stock Exchange KOSPI 200, KPIT Technologies, KLA-Tencor Corp, Spotify, Himax Technologies Inc Adr, Intel Corp, Visa, T Mobile Us Inc, Western Digital, A10 Networks and more In today’s briefing: Quiddity Primer for KOSPI 200 Index Rebal Events (2024)KPIT: On Track to…Smartkarma Daily BriefsFebruary 8, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), United Microelectron Sp Adr, Novatek Microelectronics Corp, WRKR, Lasertec Corp, MotorK Ltd, Gorilla Technology Group and more In today’s briefing: Taiwan Tech Weekly: TSMC Sales Ahead; Display Driver Growth Reversal; AI Names…Smartkarma Daily BriefsFebruary 7, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: iClick Interactive Asia Group, CELSYS, Infosys Ltd, Microsoft Corp, Meta Platforms (Facebook), Servicenow Inc, Amphenol Corp Cl A, Lam Research, International Business Machines, ASML Holding NV and more In today’s briefing: IClick (ICLK US): Offer Price In Line With Net CashTOPIX Inclusions: Who…Smartkarma Daily BriefsFebruary 6, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hollysys Automation Technologies, Alchip Technologies, Bharti Hexacom and more In today’s briefing: Merger Arb Mondays (05 Feb) - Hollysys, JSR, Benesse, Benefit One, Glosel,…Smartkarma Daily BriefsFebruary 5, 2024
ChinaDaily Briefs Daily Brief China: Meituan, Trip.com, WuXi AppTec and more In today’s briefing: Meituan (3690 HK): Turning Cautiously PositiveMonthly Chinese Tourism Tracker | China's 2023…Smartkarma Daily BriefsFebruary 5, 2024
ChinaDaily Briefs Daily Brief China: Great Wall Motor, Kweichow Moutai, China Mobile, Anta Sports Products, CSPC Innovation Pharmaceutical-A and more In today’s briefing: A/H Premium Tracker (To 2 Feb 2024): Liquid AH Premia Near Multi-Yr…Smartkarma Daily BriefsFebruary 4, 2024
ChinaDaily Briefs Daily Brief China: Hang Lung Properties, 111 Inc, Contemporary Amperex Technology (CATL), Country Garden Holdings Co and more In today’s briefing: Hang Lung Group: Ronnie Makes Way For Adriel111 Inc -Adr (YI) -…Smartkarma Daily BriefsFebruary 2, 2024
ChinaDaily Briefs Daily Brief China: Suzhou Novosense Microelectron, L’Occitane, Wuxi Biologics, Atour Lifestyle Holdings and more In today’s briefing: STAR50 Index Rebalance Preview: Sustaining Outperformance on Expected ImpactL'Occitane (973 HK): Operational…Smartkarma Daily BriefsFebruary 1, 2024
ChinaDaily Briefs Daily Brief China: Guoco Group Ltd, Alibaba Group Holding , Road King Infrastructure, Zhangzhou Pientzehuang Pharmaceutical Co., Ltd., Sunny Optical Technology Group and more In today’s briefing: Guoco (53 HK): Fourth Time's A Charm?Alibaba (9988 HK) 3Q24 Earnings Preview:…Smartkarma Daily BriefsJanuary 31, 2024
ChinaDaily Briefs Daily Brief China: Bank Of Jinzhou, Evergrande, Mixue Group, Xiaocaiyuan International Holding, S.F. Holding, Shenzhen Mindray Bio-Medical Electronics, China Beststudy Education Group and more In today’s briefing: Bank of Jinzhou (416 HK) To Be Taken PrivateEvergrande's Wind-Up Ruling ImplicationsMixue…Smartkarma Daily BriefsJanuary 30, 2024
Daily BriefsJapan Daily Brief Japan: Benefit One Inc, ASICS Corp, Lawson Inc, Terumo Corp and more In today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Silver Lake, Ssangyong Cement, Vinda, Benefit…Smartkarma Daily BriefsFebruary 11, 2024
Daily BriefsJapan Daily Brief Japan: Nissin Foods Holdings, Softbank Group, Japan Elevator Service Holding, TSE Tokyo Price Index TOPIX and more In today’s briefing: Japan Consumer Staples Update: Inflation Looks a Blessing in Disguise for Those…Smartkarma Daily BriefsFebruary 10, 2024
Daily BriefsJapan Daily Brief Japan: Benefit One Inc, Pasona Group, Welbe Inc, Pacific Metals, Shofu Inc, MonotaRO Co Ltd and more In today’s briefing: Dai-Ichi Life for Benefit One (2412) - We Have a Deal! Bumped…Smartkarma Daily BriefsFebruary 9, 2024
Daily BriefsJapan Daily Brief Japan: Japan Post Holdings, TSE Tokyo Price Index TOPIX, Chugai Pharmaceutical and more In today’s briefing: Japan Post Holdings (6178.T) - Going Places!Is Japan's Culture the Psychology of…Smartkarma Daily BriefsFebruary 8, 2024
Daily BriefsJapan Daily Brief Japan: Lawson Inc, Oriental Land, Shiseido Company, Nissan Motor, Lasertec Corp and more In today’s briefing: The Next Step in Lawson's Big Boots Adventure - KDDI and MitCorp…Smartkarma Daily BriefsFebruary 7, 2024
Daily BriefsJapan Daily Brief Japan: Mitsui Fudosan, Isetan Mitsukoshi Holdings Ltd, CELSYS, Yaizu Suisankagaku Industry, TSE Tokyo Price Index TOPIX and more In today’s briefing: JAPAN ACTIVISM: Activist Elliott Takes on Mitsui Fudosan (8801)Isetan-Mitsukoshi (3099) - Good…Smartkarma Daily BriefsFebruary 6, 2024
Daily BriefsMacro Daily Brief Macro: 2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong – Part 4 and more In today’s briefing: 2024 High Conviction Idea: The Case for a Rotation Out of Japan…Smartkarma Daily BriefsJanuary 16, 2024
Daily BriefsMacro Daily Brief Macro: Global Liquidity And The US Fed Pivot and more In today’s briefing: Global Liquidity And The US Fed PivotUS Political Backdrop Raises Risks of…Smartkarma Daily BriefsJanuary 15, 2024
Daily BriefsMacro Daily Brief Macro: The Weekly Market Monitor – Chinese Equities Out and more In today’s briefing: The Weekly Market Monitor – Chinese Equities Out, Bitcoin In! The Weekly…Smartkarma Daily BriefsJanuary 14, 2024
Daily BriefsMacro Daily Brief Macro: Spot BTC ETFs Attract $4.3 Billion on Day 1 Paving the Way for Institutional Adoption and more In today’s briefing: Spot BTC ETFs Attract $4.3 Billion on Day 1 Paving the Way…Smartkarma Daily BriefsJanuary 13, 2024
Daily BriefsMacro Daily Brief Macro: Central Banks’ Policy Pivot Impact on Developed Markets and more In today’s briefing: Central Banks’ Policy Pivot Impact on Developed MarketsCrude Oil Prices to Fall…Smartkarma Daily BriefsJanuary 12, 2024
Daily BriefsMacro Daily Brief Macro: Vietnam: Resilient Economic Growth Driven by Friend-Shoring & Bamboo Diplomacy and more In today’s briefing: Vietnam: Resilient Economic Growth Driven by Friend-Shoring & Bamboo DiplomacySimple Math –…Smartkarma Daily BriefsJanuary 11, 2024
CryptoDaily Briefs Daily Brief Crypto: Open Interest Hits All Time High and more In today’s briefing: Open Interest Hits All Time HighSporting Crypto - October 10th 2022: The…Smartkarma Daily BriefsOctober 11, 2022
CryptoDaily Briefs Daily Brief Crypto: The Future of Ethereum: A Deflationary ETH and more In today’s briefing: The Future of Ethereum: A Deflationary ETH, Sharding, and the Roadmap#37 Exploring…Smartkarma Daily BriefsOctober 4, 2022
CryptoDaily Briefs Daily Brief Crypto: Hackers Deposit Stolen Funds in 3pool and more In today’s briefing: Hackers Deposit Stolen Funds in 3pool Hackers Deposit Stolen Funds in 3poolBy…Smartkarma Daily BriefsSeptember 28, 2022
CryptoDaily Briefs Daily Brief Crypto: Sporting Crypto – STEPN Turns 1 Year Old — Beyond The Hype and more In today’s briefing: Sporting Crypto - STEPN Turns 1 Year Old — Beyond The Hype…Smartkarma Daily BriefsSeptember 27, 2022
CryptoDaily Briefs Daily Brief Crypto: Interoperability and more In today’s briefing: Interoperability InteroperabilityBy EtherbridgeInteroperability is a fascinating topic. It is a concept applicable…Smartkarma Daily BriefsSeptember 26, 2022
CryptoDaily Briefs Daily Brief Crypto: Polygon(MATIC) Partnership with Starbucks and more In today’s briefing: Polygon(MATIC) Partnership with Starbucks, a Further Step in Polygon’s Institution-Focused StrategyHong Kong…Smartkarma Daily BriefsSeptember 23, 2022
Daily BriefsMost Read Most Read: Chandra Asri Petrochemical, Jiangsu Hoperun Software, Suzhou Novosense Microelectron, Renesas Electronics, DISCO Corp, Semiconductor Manufacturing International Corp (SMIC), ASICS Corp, Infosys Ltd, TSE Tokyo Price Index TOPIX and more In today’s briefing: IDX30/LQ45 Index Rebalance: Four Changes for Each IndexChiNext/ChiNext50 Index Rebalance Preview: Overlapping…Smartkarma Daily BriefsFebruary 11, 2024
Daily BriefsMost Read Most Read: DISCO Corp, Shanghai Shenzhen CSI 300 Inde, Benefit One Inc, Pacific Metals, ITC Ltd, Woori Financial Group , Korea Stock Exchange KOSPI 200, Pasona Group and more In today’s briefing: Index Rebalance & ETF Flow Recap: N225, ASX, STAR50, NIFTY50, KRX New…Smartkarma Daily BriefsFebruary 10, 2024
Daily BriefsMost Read Most Read: L’Occitane, Shanghai Shenzhen CSI 300 Inde, Benefit One Inc, Pasona Group, China Traditional Chinese Medicine, Woori Financial Group , Korea Stock Exchange KOSPI 200, Thai Credit Bank PCL, Welbe Inc and more In today’s briefing: L'Occitane (973 HK): Here We Go AgainChina ETF Inflows & Impact: Concentrated,…Smartkarma Daily BriefsFebruary 9, 2024
Daily BriefsMost Read Most Read: Budweiser Brewing APAC , Lawson Inc, L’Occitane, Nissan Motor, New World Development, Korea Stock Exchange KOSPI 200, China Traditional Chinese Medicine and more In today’s briefing: Bud APAC (1876 HK): Nursing a Hangover; Now Comes a Passive OverhangThe…Smartkarma Daily BriefsFebruary 8, 2024
Daily BriefsMost Read Most Read: Mitsui Fudosan, Lawson Inc, Infosys Ltd, Giordano International, Oriental Land, Hainan Jinpan Smart Technology, L’Occitane, Silver Lake Resources, Power Finance and more In today’s briefing: JAPAN ACTIVISM: Activist Elliott Takes on Mitsui Fudosan (8801)The Next Step in…Smartkarma Daily BriefsFebruary 7, 2024
Daily BriefsMost Read Most Read: JSR Corp, Korea Stock Exchange Kospi Index, Mitsui Fudosan, BayCurrent Consulting , Red 5 Ltd, Isetan Mitsukoshi Holdings Ltd, Alchip Technologies, SK Innovation, CELSYS, Infosys Ltd and more In today’s briefing: JSR (4185) - Possible Trouble in Arb Land as SUNY/CNSE Files Suit…Smartkarma Daily BriefsFebruary 6, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Silver Lake and more In today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Silver Lake, Ssangyong Cement, Vinda, Benefit…Smartkarma Daily BriefsFebruary 11, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Barratt Redrow Plc and more In today’s briefing: Barratt Redrow Plc, the Land BankerEQD | NIFTY's Uncertainty: The Rally Could…Smartkarma Daily BriefsFebruary 10, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: China ETF Inflows & Impact: Concentrated and more In today’s briefing: China ETF Inflows & Impact: Concentrated, Then Diversified; Central Huijin Steps UpDai-Ichi…Smartkarma Daily BriefsFebruary 9, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: An Optimal Way to Sourcing and Screening Data for Low PBR Theme Stocks in Korea and more In today’s briefing: An Optimal Way to Sourcing and Screening Data for Low PBR Theme…Smartkarma Daily BriefsFebruary 8, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: The Next Step in Lawson’s Big Boots Adventure – KDDI and MitCorp to Take It Private and more In today’s briefing: The Next Step in Lawson's Big Boots Adventure - KDDI and MitCorp…Smartkarma Daily BriefsFebruary 7, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Haier Group to Buy $1.8B Stake in Shanghai RAAS from Grifols – A New Chapter Begins and more In today’s briefing: Haier Group to Buy $1.8B Stake in Shanghai RAAS from Grifols –…Smartkarma Daily BriefsJanuary 25, 2024
Daily BriefsECM Daily Brief ECM: Pre-IPO QuantumPharm – Good Stories May Not Be Backed up by Performance and more In today’s briefing: Pre-IPO QuantumPharm - Good Stories May Not Be Backed up by Performance…Smartkarma Daily BriefsJanuary 4, 2024
Daily BriefsECM Daily Brief ECM: Hyundai Hyms IPO Preview and more In today’s briefing: Hyundai Hyms IPO PreviewAPR IPO Valuation AnalysisJ&T Global Express FY23 Earnings Preview…Smartkarma Daily BriefsJanuary 3, 2024
Daily BriefsECM Daily Brief ECM: APR IPO Preview and more In today’s briefing: APR IPO Preview APR IPO PreviewBy Douglas Kim APR is getting ready…Smartkarma Daily BriefsJanuary 2, 2024
Daily BriefsECM Daily Brief ECM: Pre-IPO Concord Healthcare Group (PHIP Updates) – Some Points Worth the Attention and more In today’s briefing: Pre-IPO Concord Healthcare Group (PHIP Updates) - Some Points Worth the Attention…Smartkarma Daily BriefsDecember 27, 2023
Daily BriefsECM Daily Brief ECM: ECM Weekly (24th Dec 2023) – Embassy REIT and more In today’s briefing: ECM Weekly (24th Dec 2023) - Embassy REIT, Muthoot Microfin, India Shelter,…Smartkarma Daily BriefsDecember 24, 2023
Daily BriefsECM Daily Brief ECM: 2024 IPOs Pipeline Worldwide (Top 100 Companies) and more In today’s briefing: 2024 IPOs Pipeline Worldwide (Top 100 Companies)Midea (000333 CH): Positive Read-Through From…Smartkarma Daily BriefsDecember 22, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Japan Consumer Staples Update: Inflation Looks a Blessing in Disguise for Those with Pricing Power and more In today’s briefing: Japan Consumer Staples Update: Inflation Looks a Blessing in Disguise for Those…Smartkarma Daily BriefsFebruary 10, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: EDU/TAL: China Tutoring – Here Comes The Policy Tailwind and more In today’s briefing: EDU/TAL: China Tutoring - Here Comes The Policy TailwindAlibaba (BABA US): Upzised…Smartkarma Daily BriefsFebruary 9, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba (9988 HK): 3Q24 and more In today’s briefing: Alibaba (9988 HK): 3Q24, Unimpressive as Expected, But Turning Focus from Margin…Smartkarma Daily BriefsFebruary 8, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Shiseido (4911 JP): This Fallen Angel Is Fixable and more In today’s briefing: Shiseido (4911 JP): This Fallen Angel Is FixableTaiwan Tech Weekly: TSMC Sales…Smartkarma Daily BriefsFebruary 7, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Zhangzhou Pientzehuang Pharmaceutical (600436.CH) 2023 Results – Get Ready for More Downside Ahead and more In today’s briefing: Zhangzhou Pientzehuang Pharmaceutical (600436.CH) 2023 Results - Get Ready for More Downside…Smartkarma Daily BriefsJanuary 31, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Monthly Chinese Express Tracker | Volumes Remain Firm | Domestic Pricing Worsens (January 2024) and more In today’s briefing: Monthly Chinese Express Tracker | Volumes Remain Firm | Domestic Pricing Worsens…Smartkarma Daily BriefsJanuary 30, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Softbank Group, STMicroelectronics NV and more In today’s briefing: Softbank Group - Earnings Flash - Q3 FY 2023-24 Results - Lucror…Smartkarma Daily BriefsFebruary 10, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shanghai Shenzhen CSI 300 Inde, Korea Stock Exchange KOSPI 200, Alibaba (ADR), Semiconductor Manufacturing International Corp (SMIC), Paytm, Kakao Games , Apple , Teradyne Inc, Super Micro Computer, Celestica and more In today’s briefing: China ETF Inflows & Impact: Concentrated, Then Diversified; Central Huijin Steps UpQuiddity…Smartkarma Daily BriefsFebruary 9, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Korea Stock Exchange KOSPI 200, KPIT Technologies, KLA-Tencor Corp, Spotify, Himax Technologies Inc Adr, Intel Corp, Visa, T Mobile Us Inc, Western Digital, A10 Networks and more In today’s briefing: Quiddity Primer for KOSPI 200 Index Rebal Events (2024)KPIT: On Track to…Smartkarma Daily BriefsFebruary 8, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), United Microelectron Sp Adr, Novatek Microelectronics Corp, WRKR, Lasertec Corp, MotorK Ltd, Gorilla Technology Group and more In today’s briefing: Taiwan Tech Weekly: TSMC Sales Ahead; Display Driver Growth Reversal; AI Names…Smartkarma Daily BriefsFebruary 7, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: iClick Interactive Asia Group, CELSYS, Infosys Ltd, Microsoft Corp, Meta Platforms (Facebook), Servicenow Inc, Amphenol Corp Cl A, Lam Research, International Business Machines, ASML Holding NV and more In today’s briefing: IClick (ICLK US): Offer Price In Line With Net CashTOPIX Inclusions: Who…Smartkarma Daily BriefsFebruary 6, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hollysys Automation Technologies, Alchip Technologies, Bharti Hexacom and more In today’s briefing: Merger Arb Mondays (05 Feb) - Hollysys, JSR, Benesse, Benefit One, Glosel,…Smartkarma Daily BriefsFebruary 5, 2024
ChinaDaily Briefs Daily Brief China: Meituan, Trip.com, WuXi AppTec and more In today’s briefing: Meituan (3690 HK): Turning Cautiously PositiveMonthly Chinese Tourism Tracker | China's 2023…Smartkarma Daily BriefsFebruary 5, 2024
ChinaDaily Briefs Daily Brief China: Great Wall Motor, Kweichow Moutai, China Mobile, Anta Sports Products, CSPC Innovation Pharmaceutical-A and more In today’s briefing: A/H Premium Tracker (To 2 Feb 2024): Liquid AH Premia Near Multi-Yr…Smartkarma Daily BriefsFebruary 4, 2024
ChinaDaily Briefs Daily Brief China: Hang Lung Properties, 111 Inc, Contemporary Amperex Technology (CATL), Country Garden Holdings Co and more In today’s briefing: Hang Lung Group: Ronnie Makes Way For Adriel111 Inc -Adr (YI) -…Smartkarma Daily BriefsFebruary 2, 2024
ChinaDaily Briefs Daily Brief China: Suzhou Novosense Microelectron, L’Occitane, Wuxi Biologics, Atour Lifestyle Holdings and more In today’s briefing: STAR50 Index Rebalance Preview: Sustaining Outperformance on Expected ImpactL'Occitane (973 HK): Operational…Smartkarma Daily BriefsFebruary 1, 2024
ChinaDaily Briefs Daily Brief China: Guoco Group Ltd, Alibaba Group Holding , Road King Infrastructure, Zhangzhou Pientzehuang Pharmaceutical Co., Ltd., Sunny Optical Technology Group and more In today’s briefing: Guoco (53 HK): Fourth Time's A Charm?Alibaba (9988 HK) 3Q24 Earnings Preview:…Smartkarma Daily BriefsJanuary 31, 2024
ChinaDaily Briefs Daily Brief China: Bank Of Jinzhou, Evergrande, Mixue Group, Xiaocaiyuan International Holding, S.F. Holding, Shenzhen Mindray Bio-Medical Electronics, China Beststudy Education Group and more In today’s briefing: Bank of Jinzhou (416 HK) To Be Taken PrivateEvergrande's Wind-Up Ruling ImplicationsMixue…Smartkarma Daily BriefsJanuary 30, 2024
Daily BriefsJapan Daily Brief Japan: Benefit One Inc, ASICS Corp, Lawson Inc, Terumo Corp and more In today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Silver Lake, Ssangyong Cement, Vinda, Benefit…Smartkarma Daily BriefsFebruary 11, 2024
Daily BriefsJapan Daily Brief Japan: Nissin Foods Holdings, Softbank Group, Japan Elevator Service Holding, TSE Tokyo Price Index TOPIX and more In today’s briefing: Japan Consumer Staples Update: Inflation Looks a Blessing in Disguise for Those…Smartkarma Daily BriefsFebruary 10, 2024
Daily BriefsJapan Daily Brief Japan: Benefit One Inc, Pasona Group, Welbe Inc, Pacific Metals, Shofu Inc, MonotaRO Co Ltd and more In today’s briefing: Dai-Ichi Life for Benefit One (2412) - We Have a Deal! Bumped…Smartkarma Daily BriefsFebruary 9, 2024
Daily BriefsJapan Daily Brief Japan: Japan Post Holdings, TSE Tokyo Price Index TOPIX, Chugai Pharmaceutical and more In today’s briefing: Japan Post Holdings (6178.T) - Going Places!Is Japan's Culture the Psychology of…Smartkarma Daily BriefsFebruary 8, 2024
Daily BriefsJapan Daily Brief Japan: Lawson Inc, Oriental Land, Shiseido Company, Nissan Motor, Lasertec Corp and more In today’s briefing: The Next Step in Lawson's Big Boots Adventure - KDDI and MitCorp…Smartkarma Daily BriefsFebruary 7, 2024
Daily BriefsJapan Daily Brief Japan: Mitsui Fudosan, Isetan Mitsukoshi Holdings Ltd, CELSYS, Yaizu Suisankagaku Industry, TSE Tokyo Price Index TOPIX and more In today’s briefing: JAPAN ACTIVISM: Activist Elliott Takes on Mitsui Fudosan (8801)Isetan-Mitsukoshi (3099) - Good…Smartkarma Daily BriefsFebruary 6, 2024
Daily BriefsMacro Daily Brief Macro: 2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong – Part 4 and more In today’s briefing: 2024 High Conviction Idea: The Case for a Rotation Out of Japan…Smartkarma Daily BriefsJanuary 16, 2024
Daily BriefsMacro Daily Brief Macro: Global Liquidity And The US Fed Pivot and more In today’s briefing: Global Liquidity And The US Fed PivotUS Political Backdrop Raises Risks of…Smartkarma Daily BriefsJanuary 15, 2024
Daily BriefsMacro Daily Brief Macro: The Weekly Market Monitor – Chinese Equities Out and more In today’s briefing: The Weekly Market Monitor – Chinese Equities Out, Bitcoin In! The Weekly…Smartkarma Daily BriefsJanuary 14, 2024
Daily BriefsMacro Daily Brief Macro: Spot BTC ETFs Attract $4.3 Billion on Day 1 Paving the Way for Institutional Adoption and more In today’s briefing: Spot BTC ETFs Attract $4.3 Billion on Day 1 Paving the Way…Smartkarma Daily BriefsJanuary 13, 2024
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