Daily BriefsMost Read Most Read: Jiangsu Zhongtian Technologies Co, Ltd., Prudential and more In today’s briefing: CSI300 Index Rebalance Preview: A Dozen Changes for JuneAPAC Insurers Series (#4):…Smartkarma Daily BriefsJanuary 28, 2024
Daily BriefsMost Read Most Read: Shanghai RAAS Blood Products C and more In today’s briefing: Haier Group to Buy $1.8B Stake in Shanghai RAAS from Grifols –…Smartkarma Daily BriefsJanuary 26, 2024
Daily BriefsMost Read Most Read: Kasumigaseki Capital and more In today’s briefing: Kasumigaseki Capital (3498 JP) - An Offering Worth Examining Kasumigaseki Capital (3498…Smartkarma Daily BriefsJanuary 25, 2024
Daily BriefsMost Read Most Read: Mitsubishi UFJ Financial (MUFG), Kunlun Tech and more In today’s briefing: TSE Action to Implement Management Conscious of Capital Cost and Stock Price…Smartkarma Daily BriefsJanuary 24, 2024
Daily BriefsMost Read Most Read: Shinko Electric Industries, Furuya Metal, Ping An Insurance (H), Mitsubishi UFJ Financial (MUFG), Jiangsu Zhongtian Technologies Co, Ltd., Asmedia Technology, T&K Toka Co Ltd, L&F Co Ltd, Kunlun Tech , Amer Sports and more In today’s briefing: Shinko Electric (6967) Takeover: Changing Break/Gap Risk as Comps GainFuruya Metal (7826…Smartkarma Daily BriefsJanuary 23, 2024
Daily BriefsMost Read Most Read: Shinko Electric Industries, Denso Corp, Budweiser Brewing APAC , Ping An Insurance (H), JSR Corp, Benefit One Inc, Activia Properties, Korea Stock Exchange KOSPI 200, Ganfeng Lithium and more In today’s briefing: Shinko Electric (6967) Takeover: Changing Break/Gap Risk as Comps GainThe Hunt for…Smartkarma Daily BriefsJanuary 22, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Benefit One (2412): The Plot Thickens and more In today’s briefing: Benefit One (2412): The Plot Thickens40 Names for Dividend Arbitrage in 1Q,…Smartkarma Daily BriefsJanuary 17, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Zhejiang Expressway (576 HK): Life In The (Too) Fast Lane and more In today’s briefing: Zhejiang Expressway (576 HK): Life In The (Too) Fast LaneS&P/ASX Index Rebalance…Smartkarma Daily BriefsJanuary 16, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Fuji Soft (9749) – Much Better Governance Process But The Stock Has Run Too Far and more In today’s briefing: Fuji Soft (9749) - Much Better Governance Process But The Stock Has…Smartkarma Daily BriefsJanuary 15, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Fuji Soft (9749 JP): A Potential Privatisation Faces Challenges and more In today’s briefing: Fuji Soft (9749 JP): A Potential Privatisation Faces ChallengesIndex Rebalance & ETF…Smartkarma Daily BriefsJanuary 14, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: OreCorp (ORR AU): Musings On The Minimum Bid Price and more In today’s briefing: OreCorp (ORR AU): Musings On The Minimum Bid PriceBenesse (9783) - Through…Smartkarma Daily BriefsJanuary 13, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: IJTT (7315) – Last Trading Day for Still Truly Offensive Tender Offer and more In today’s briefing: IJTT (7315) - Last Trading Day for Still Truly Offensive Tender OfferTaisho…Smartkarma Daily BriefsJanuary 12, 2024
Daily BriefsECM Daily Brief ECM: GoTo: Thoughts on the New Tokopedia/TikTok Partnership and more In today’s briefing: GoTo: Thoughts on the New Tokopedia/TikTok PartnershipDS Dansuk IPO Bookbuilding Results AnalysisIndia…Smartkarma Daily BriefsDecember 14, 2023
Daily BriefsECM Daily Brief ECM: Denso (6902 JP): The Current Playbook and more In today’s briefing: Denso (6902 JP): The Current PlaybookREPT BATTERO IPO Preview and Valuation Analysis:…Smartkarma Daily BriefsDecember 13, 2023
Daily BriefsECM Daily Brief ECM: Rept Battero IPO: Valuation Insights and more In today’s briefing: Rept Battero IPO: Valuation InsightsDOMS Industries Ltd IPO- Forensic AnalysisMankind Pharma Placement…Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsECM Daily Brief ECM: SHEIN Versus Amazon: Our Online Shopping Adventure In Pursuit Of Ultra-Cheap Holiday Deals and more In today’s briefing: SHEIN Versus Amazon: Our Online Shopping Adventure In Pursuit Of Ultra-Cheap Holiday…Smartkarma Daily BriefsDecember 11, 2023
Daily BriefsECM Daily Brief ECM: Rept Battero IPO: The Bear Case and more In today’s briefing: Rept Battero IPO: The Bear CaseRecap of Our IPO Research in 2023ECM…Smartkarma Daily BriefsDecember 10, 2023
Daily BriefsECM Daily Brief ECM: Kasumigaseki Capital (3498 JP) – An Offering Worth Examining and more In today’s briefing: Kasumigaseki Capital (3498 JP) - An Offering Worth ExaminingREPT BATTERO Energy IPO…Smartkarma Daily BriefsDecember 9, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: What Stories TSMC Investor Conference Telling Us About Customers and more In today’s briefing: What Stories TSMC Investor Conference Telling Us About Customers, Supply Chains, and…Smartkarma Daily BriefsJanuary 19, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: AEM: When Inventory Fell off the Truck On the Way to Penang… and more In today’s briefing: AEM: When Inventory Fell off the Truck On the Way to Penang...Taiwan…Smartkarma Daily BriefsJanuary 18, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: GlobalWafers (6488.TT): 1Q24F Outlook Could Be a Bit Downside and more In today’s briefing: GlobalWafers (6488.TT): 1Q24F Outlook Could Be a Bit Downside, but 2Q24F Could…Smartkarma Daily BriefsJanuary 17, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: PT Avia Avian (AVIA IJ) – A More Glossy Future and more In today’s briefing: PT Avia Avian (AVIA IJ) - A More Glossy FuturePinduoduo (PDD US):…Smartkarma Daily BriefsJanuary 16, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Spot Container Rates Surge | New Fees Also Boosting Carrier Revenue | Increases Could Lift ’24 Rates and more In today’s briefing: Spot Container Rates Surge | New Fees Also Boosting Carrier Revenue |…Smartkarma Daily BriefsJanuary 15, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC Finishes 2023 With A Flourish and more In today’s briefing: TSMC Finishes 2023 With A FlourishGenting Singapore: A Surprising Value Buy at…Smartkarma Daily BriefsJanuary 14, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, China Mobile, Shinko Electric Industries, SK Hynix, Alibaba (ADR), Lightspeed Commerce and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 26 Jan 2024); ETFs and High Div…Smartkarma Daily BriefsJanuary 29, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Intel Corp, Shinko Electric Industries, Renesas Electronics, Yelp Inc, PowerSchool Holdings , Axcelis Technologies, Plexus Corp, US Cellular and more In today’s briefing: Intel Ruins The Rally With Its Gloomy Guide(Mostly) Asia-Pac Weekly Risk Arb…Smartkarma Daily BriefsJanuary 28, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Hollysys Automation Technologies, United Microelectronics Corp, SK Hynix, Tinybuild and more In today’s briefing: Tencent/Netease: Game Approval Accelerates, but Not for Big NamesHollysys (HOLI US): Glass…Smartkarma Daily BriefsJanuary 27, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Renesas Electronics, Alibaba Group Holding , Tesla Motors, ASML Holding NV, SK Hynix, Huawei Technology, Microstrategy Inc Cl A, Vanguard Intl Semiconductor and more In today’s briefing: Renesas (6723 JP) ANOTHER Clean-Up Block Trade as Hitachi/NEC ExitRenesas Electronics (6723…Smartkarma Daily BriefsJanuary 26, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Payroll, Jiangsu Hoperun Software, Posco DX, ASE Technology Holding , Tencent, Taiwan Semiconductor (TSMC), SurgePays and more In today’s briefing: Payroll (4489 JP) MBO (¥1,380/Share) By New Japan PE Deal Entrant TA…Smartkarma Daily BriefsJanuary 25, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, L&F Co Ltd, Zee Entertainment Enterprises, S&P 500 INDEX, nCino, Kuaishou Technology, Marathon Digital Holdings, Silicon Laboratories, Vontier Corp, Power Integrations and more In today’s briefing: Shinko Electric (6967 JP): Tender Offer Risk/RewardKOSPI200 Index Rebalance (March): Fast Entry…Smartkarma Daily BriefsJanuary 24, 2024
ChinaDaily Briefs Daily Brief China: Kunlun Tech , BYD, Travelsky Technology Ltd H, Tracker Fund of Hong Kong , GDS Holdings , Weiqiao Textile Co, Yunda Holding, Guming Holdings, Yum China Holdings , Remegen and more In today’s briefing: CSI500 Index Rebalance Preview: High Turnover & Big FlowChina Consumption Weekly: HSI,…Smartkarma Daily BriefsJanuary 23, 2024
ChinaDaily Briefs Daily Brief China: Ping An Insurance (H), Ganfeng Lithium, Contemporary Amperex Technology (CATL), Jiangsu Zhongtian Technologies Co, Ltd., Hisense Home Appliances Group Co., Ltd. H, Dickson Concepts Intl, Lonking Holdings, Gushengtang and more In today’s briefing: Ping An A/H Premium: Blow Out Could Lead to Sharp ReversalA/H Premium…Smartkarma Daily BriefsJanuary 22, 2024
ChinaDaily Briefs Daily Brief China: Minsheng Education, Budweiser Brewing APAC , Weiqiao Textile Co, Genetron Holdings Ltd, China Resources Pharmaceutical, Alibaba (ADR) and more In today’s briefing: Asian Dividend Gems: Minsheng EducationIndex Rebalance & ETF Flow Recap: ASX, KS200,…Smartkarma Daily BriefsJanuary 21, 2024
ChinaDaily Briefs Daily Brief China: Genetron Holdings Ltd, Country Garden Services, Travelsky Technology Ltd H, Tata Steel Ltd and more In today’s briefing: Genetron Holdings (GTH US): Clear DiagnosisCountry Garden Pledges to Deliver More Than…Smartkarma Daily BriefsJanuary 20, 2024
ChinaDaily Briefs Daily Brief China: Budweiser Brewing APAC , Irc Ltd, Huawei Technology, Dada Nexus and more In today’s briefing: Bud APAC (1876 HK): Nursing a Hangover; Now Comes a Passive OverhangIRC…Smartkarma Daily BriefsJanuary 19, 2024
ChinaDaily Briefs Daily Brief China: Weiqiao Textile Co, Mixue Group, HSBC Holdings, Luckin Coffee, Perfect Medical Health, Prudential , Guming Holdings and more In today’s briefing: Weiqiao Textile (2698 HK): Pre-Condition Satisfied as Prudence Edges Towards a Blocking…Smartkarma Daily BriefsJanuary 18, 2024
Daily BriefsJapan Daily Brief Japan: Tsuruha Holdings, Benesse Holdings, Glosel , Oriental Land, Paltac Corporation, TSE Tokyo Price Index TOPIX and more In today’s briefing: Aeon (8267) Wants To Buy a Bigger Stake in Tsuruha (3391); What…Smartkarma Daily BriefsJanuary 30, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, Fanuc Corp, NAFCO Co Ltd, Paris Miki Holdings and more In today’s briefing: Merger Arb Mondays (29 Jan) - Shinko, JSR, Payroll, T&K Toka, Weiqiao,…Smartkarma Daily BriefsJanuary 29, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, JSR Corp, TSE Tokyo Price Index TOPIX, Renesas Electronics and more In today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Newmark, Payroll, Orecorp, Weiqiao, Mandala Multi,…Smartkarma Daily BriefsJanuary 28, 2024
Daily BriefsJapan Daily Brief Japan: Pacific Metals and more In today’s briefing: JAPAN ACTIVISM: Murakami-San Goes Substantial on Pacific Metals (5541).... Again JAPAN ACTIVISM: …Smartkarma Daily BriefsJanuary 27, 2024
Daily BriefsJapan Daily Brief Japan: Renesas Electronics, Okuma Corp, Fujitsu General, TSE Tokyo Price Index TOPIX and more In today’s briefing: Renesas (6723 JP) ANOTHER Clean-Up Block Trade as Hitachi/NEC ExitRenesas Electronics (6723…Smartkarma Daily BriefsJanuary 26, 2024
Daily BriefsJapan Daily Brief Japan: Payroll, Resona Holdings, Nidec Corp and more In today’s briefing: Payroll (4489 JP) MBO (¥1,380/Share) By New Japan PE Deal Entrant TA…Smartkarma Daily BriefsJanuary 25, 2024
Daily BriefsMacro Daily Brief Macro: Charting Beyond the Near-Term Fed Pause and more In today’s briefing: Charting Beyond the Near-Term Fed PauseCommodities Going Into 2024 & Our Biggest…Smartkarma Daily BriefsJanuary 3, 2024
Daily BriefsMacro Daily Brief Macro: Energy Cable #51: Tensions Increasing Fast in the Red Sea and more In today’s briefing: Energy Cable #51: Tensions Increasing Fast in the Red SeaWhat the Politics…Smartkarma Daily BriefsJanuary 2, 2024
Daily BriefsMacro Daily Brief Macro: China Property And The Demand For Commodities Puzzle and more In today’s briefing: China Property And The Demand For Commodities PuzzleSaudi Arabia Special Report: A…Smartkarma Daily BriefsJanuary 1, 2024
Daily BriefsMacro Daily Brief Macro: Part Four: The Sharply Slowing UK Economy and more In today’s briefing: Part Four: The Sharply Slowing UK EconomyChina Property: 2023 In Word Frequency…Smartkarma Daily BriefsDecember 31, 2023
Daily BriefsMacro Daily Brief Macro: EM by EM #36: What Goldman got wrong about China in 2023 and more In today’s briefing: EM by EM #36: What Goldman got wrong about China in 2023:…Smartkarma Daily BriefsDecember 30, 2023
Daily BriefsMacro Daily Brief Macro: 5 Things That Could Wrongfoot Consensus in 2024 and more In today’s briefing: 5 Things That Could Wrongfoot Consensus in 2024Mint Macro Roundup: Inflation Cools…Smartkarma Daily BriefsDecember 29, 2023
CryptoDaily Briefs Daily Brief Crypto: ETH Open Interest Retraces From All Time Highs and more In today’s briefing: ETH Open Interest Retraces From All Time Highs ETH Open Interest Retraces…Smartkarma Daily BriefsSeptember 6, 2022
CryptoDaily Briefs Daily Brief Crypto: Capturing Opportunities in the Emerging PoS Staking Industry and more In today’s briefing: Capturing Opportunities in the Emerging PoS Staking Industry Capturing Opportunities in the…Smartkarma Daily BriefsSeptember 4, 2022
CryptoDaily Briefs Daily Brief Crypto: Sell MKR Token- DAO Governance Wars and Centralization Means MKR Token Will Go Nowhere and more In today’s briefing: Sell MKR Token- DAO Governance Wars and Centralization Means MKR Token Will…Smartkarma Daily BriefsSeptember 3, 2022
CryptoDaily Briefs Daily Brief Crypto: Derivatives Dominate ETH Markets Ahead of Merge and more In today’s briefing: Derivatives Dominate ETH Markets Ahead of Merge Derivatives Dominate ETH Markets Ahead…Smartkarma Daily BriefsSeptember 2, 2022
CryptoDaily Briefs Daily Brief Crypto: The Crypto VC List – 2022 and more In today’s briefing: The Crypto VC List - 2022 The Crypto VC List - 2022By…Smartkarma Daily BriefsSeptember 1, 2022
CryptoDaily Briefs Daily Brief Crypto: Play-to-Earn and more In today’s briefing: Play-to-Earn Play-to-EarnBy EtherbridgeLast week we dived into crypto gaming as we investigated Enjin,…Smartkarma Daily BriefsAugust 30, 2022
Daily BriefsMost Read Most Read: Jiangsu Zhongtian Technologies Co, Ltd., Prudential and more In today’s briefing: CSI300 Index Rebalance Preview: A Dozen Changes for JuneAPAC Insurers Series (#4):…Smartkarma Daily BriefsJanuary 28, 2024
Daily BriefsMost Read Most Read: Shanghai RAAS Blood Products C and more In today’s briefing: Haier Group to Buy $1.8B Stake in Shanghai RAAS from Grifols –…Smartkarma Daily BriefsJanuary 26, 2024
Daily BriefsMost Read Most Read: Kasumigaseki Capital and more In today’s briefing: Kasumigaseki Capital (3498 JP) - An Offering Worth Examining Kasumigaseki Capital (3498…Smartkarma Daily BriefsJanuary 25, 2024
Daily BriefsMost Read Most Read: Mitsubishi UFJ Financial (MUFG), Kunlun Tech and more In today’s briefing: TSE Action to Implement Management Conscious of Capital Cost and Stock Price…Smartkarma Daily BriefsJanuary 24, 2024
Daily BriefsMost Read Most Read: Shinko Electric Industries, Furuya Metal, Ping An Insurance (H), Mitsubishi UFJ Financial (MUFG), Jiangsu Zhongtian Technologies Co, Ltd., Asmedia Technology, T&K Toka Co Ltd, L&F Co Ltd, Kunlun Tech , Amer Sports and more In today’s briefing: Shinko Electric (6967) Takeover: Changing Break/Gap Risk as Comps GainFuruya Metal (7826…Smartkarma Daily BriefsJanuary 23, 2024
Daily BriefsMost Read Most Read: Shinko Electric Industries, Denso Corp, Budweiser Brewing APAC , Ping An Insurance (H), JSR Corp, Benefit One Inc, Activia Properties, Korea Stock Exchange KOSPI 200, Ganfeng Lithium and more In today’s briefing: Shinko Electric (6967) Takeover: Changing Break/Gap Risk as Comps GainThe Hunt for…Smartkarma Daily BriefsJanuary 22, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Benefit One (2412): The Plot Thickens and more In today’s briefing: Benefit One (2412): The Plot Thickens40 Names for Dividend Arbitrage in 1Q,…Smartkarma Daily BriefsJanuary 17, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Zhejiang Expressway (576 HK): Life In The (Too) Fast Lane and more In today’s briefing: Zhejiang Expressway (576 HK): Life In The (Too) Fast LaneS&P/ASX Index Rebalance…Smartkarma Daily BriefsJanuary 16, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Fuji Soft (9749) – Much Better Governance Process But The Stock Has Run Too Far and more In today’s briefing: Fuji Soft (9749) - Much Better Governance Process But The Stock Has…Smartkarma Daily BriefsJanuary 15, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Fuji Soft (9749 JP): A Potential Privatisation Faces Challenges and more In today’s briefing: Fuji Soft (9749 JP): A Potential Privatisation Faces ChallengesIndex Rebalance & ETF…Smartkarma Daily BriefsJanuary 14, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: OreCorp (ORR AU): Musings On The Minimum Bid Price and more In today’s briefing: OreCorp (ORR AU): Musings On The Minimum Bid PriceBenesse (9783) - Through…Smartkarma Daily BriefsJanuary 13, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: IJTT (7315) – Last Trading Day for Still Truly Offensive Tender Offer and more In today’s briefing: IJTT (7315) - Last Trading Day for Still Truly Offensive Tender OfferTaisho…Smartkarma Daily BriefsJanuary 12, 2024
Daily BriefsECM Daily Brief ECM: GoTo: Thoughts on the New Tokopedia/TikTok Partnership and more In today’s briefing: GoTo: Thoughts on the New Tokopedia/TikTok PartnershipDS Dansuk IPO Bookbuilding Results AnalysisIndia…Smartkarma Daily BriefsDecember 14, 2023
Daily BriefsECM Daily Brief ECM: Denso (6902 JP): The Current Playbook and more In today’s briefing: Denso (6902 JP): The Current PlaybookREPT BATTERO IPO Preview and Valuation Analysis:…Smartkarma Daily BriefsDecember 13, 2023
Daily BriefsECM Daily Brief ECM: Rept Battero IPO: Valuation Insights and more In today’s briefing: Rept Battero IPO: Valuation InsightsDOMS Industries Ltd IPO- Forensic AnalysisMankind Pharma Placement…Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsECM Daily Brief ECM: SHEIN Versus Amazon: Our Online Shopping Adventure In Pursuit Of Ultra-Cheap Holiday Deals and more In today’s briefing: SHEIN Versus Amazon: Our Online Shopping Adventure In Pursuit Of Ultra-Cheap Holiday…Smartkarma Daily BriefsDecember 11, 2023
Daily BriefsECM Daily Brief ECM: Rept Battero IPO: The Bear Case and more In today’s briefing: Rept Battero IPO: The Bear CaseRecap of Our IPO Research in 2023ECM…Smartkarma Daily BriefsDecember 10, 2023
Daily BriefsECM Daily Brief ECM: Kasumigaseki Capital (3498 JP) – An Offering Worth Examining and more In today’s briefing: Kasumigaseki Capital (3498 JP) - An Offering Worth ExaminingREPT BATTERO Energy IPO…Smartkarma Daily BriefsDecember 9, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: What Stories TSMC Investor Conference Telling Us About Customers and more In today’s briefing: What Stories TSMC Investor Conference Telling Us About Customers, Supply Chains, and…Smartkarma Daily BriefsJanuary 19, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: AEM: When Inventory Fell off the Truck On the Way to Penang… and more In today’s briefing: AEM: When Inventory Fell off the Truck On the Way to Penang...Taiwan…Smartkarma Daily BriefsJanuary 18, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: GlobalWafers (6488.TT): 1Q24F Outlook Could Be a Bit Downside and more In today’s briefing: GlobalWafers (6488.TT): 1Q24F Outlook Could Be a Bit Downside, but 2Q24F Could…Smartkarma Daily BriefsJanuary 17, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: PT Avia Avian (AVIA IJ) – A More Glossy Future and more In today’s briefing: PT Avia Avian (AVIA IJ) - A More Glossy FuturePinduoduo (PDD US):…Smartkarma Daily BriefsJanuary 16, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Spot Container Rates Surge | New Fees Also Boosting Carrier Revenue | Increases Could Lift ’24 Rates and more In today’s briefing: Spot Container Rates Surge | New Fees Also Boosting Carrier Revenue |…Smartkarma Daily BriefsJanuary 15, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC Finishes 2023 With A Flourish and more In today’s briefing: TSMC Finishes 2023 With A FlourishGenting Singapore: A Surprising Value Buy at…Smartkarma Daily BriefsJanuary 14, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, China Mobile, Shinko Electric Industries, SK Hynix, Alibaba (ADR), Lightspeed Commerce and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 26 Jan 2024); ETFs and High Div…Smartkarma Daily BriefsJanuary 29, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Intel Corp, Shinko Electric Industries, Renesas Electronics, Yelp Inc, PowerSchool Holdings , Axcelis Technologies, Plexus Corp, US Cellular and more In today’s briefing: Intel Ruins The Rally With Its Gloomy Guide(Mostly) Asia-Pac Weekly Risk Arb…Smartkarma Daily BriefsJanuary 28, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Hollysys Automation Technologies, United Microelectronics Corp, SK Hynix, Tinybuild and more In today’s briefing: Tencent/Netease: Game Approval Accelerates, but Not for Big NamesHollysys (HOLI US): Glass…Smartkarma Daily BriefsJanuary 27, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Renesas Electronics, Alibaba Group Holding , Tesla Motors, ASML Holding NV, SK Hynix, Huawei Technology, Microstrategy Inc Cl A, Vanguard Intl Semiconductor and more In today’s briefing: Renesas (6723 JP) ANOTHER Clean-Up Block Trade as Hitachi/NEC ExitRenesas Electronics (6723…Smartkarma Daily BriefsJanuary 26, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Payroll, Jiangsu Hoperun Software, Posco DX, ASE Technology Holding , Tencent, Taiwan Semiconductor (TSMC), SurgePays and more In today’s briefing: Payroll (4489 JP) MBO (¥1,380/Share) By New Japan PE Deal Entrant TA…Smartkarma Daily BriefsJanuary 25, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, L&F Co Ltd, Zee Entertainment Enterprises, S&P 500 INDEX, nCino, Kuaishou Technology, Marathon Digital Holdings, Silicon Laboratories, Vontier Corp, Power Integrations and more In today’s briefing: Shinko Electric (6967 JP): Tender Offer Risk/RewardKOSPI200 Index Rebalance (March): Fast Entry…Smartkarma Daily BriefsJanuary 24, 2024
ChinaDaily Briefs Daily Brief China: Kunlun Tech , BYD, Travelsky Technology Ltd H, Tracker Fund of Hong Kong , GDS Holdings , Weiqiao Textile Co, Yunda Holding, Guming Holdings, Yum China Holdings , Remegen and more In today’s briefing: CSI500 Index Rebalance Preview: High Turnover & Big FlowChina Consumption Weekly: HSI,…Smartkarma Daily BriefsJanuary 23, 2024
ChinaDaily Briefs Daily Brief China: Ping An Insurance (H), Ganfeng Lithium, Contemporary Amperex Technology (CATL), Jiangsu Zhongtian Technologies Co, Ltd., Hisense Home Appliances Group Co., Ltd. H, Dickson Concepts Intl, Lonking Holdings, Gushengtang and more In today’s briefing: Ping An A/H Premium: Blow Out Could Lead to Sharp ReversalA/H Premium…Smartkarma Daily BriefsJanuary 22, 2024
ChinaDaily Briefs Daily Brief China: Minsheng Education, Budweiser Brewing APAC , Weiqiao Textile Co, Genetron Holdings Ltd, China Resources Pharmaceutical, Alibaba (ADR) and more In today’s briefing: Asian Dividend Gems: Minsheng EducationIndex Rebalance & ETF Flow Recap: ASX, KS200,…Smartkarma Daily BriefsJanuary 21, 2024
ChinaDaily Briefs Daily Brief China: Genetron Holdings Ltd, Country Garden Services, Travelsky Technology Ltd H, Tata Steel Ltd and more In today’s briefing: Genetron Holdings (GTH US): Clear DiagnosisCountry Garden Pledges to Deliver More Than…Smartkarma Daily BriefsJanuary 20, 2024
ChinaDaily Briefs Daily Brief China: Budweiser Brewing APAC , Irc Ltd, Huawei Technology, Dada Nexus and more In today’s briefing: Bud APAC (1876 HK): Nursing a Hangover; Now Comes a Passive OverhangIRC…Smartkarma Daily BriefsJanuary 19, 2024
ChinaDaily Briefs Daily Brief China: Weiqiao Textile Co, Mixue Group, HSBC Holdings, Luckin Coffee, Perfect Medical Health, Prudential , Guming Holdings and more In today’s briefing: Weiqiao Textile (2698 HK): Pre-Condition Satisfied as Prudence Edges Towards a Blocking…Smartkarma Daily BriefsJanuary 18, 2024
Daily BriefsJapan Daily Brief Japan: Tsuruha Holdings, Benesse Holdings, Glosel , Oriental Land, Paltac Corporation, TSE Tokyo Price Index TOPIX and more In today’s briefing: Aeon (8267) Wants To Buy a Bigger Stake in Tsuruha (3391); What…Smartkarma Daily BriefsJanuary 30, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, Fanuc Corp, NAFCO Co Ltd, Paris Miki Holdings and more In today’s briefing: Merger Arb Mondays (29 Jan) - Shinko, JSR, Payroll, T&K Toka, Weiqiao,…Smartkarma Daily BriefsJanuary 29, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, JSR Corp, TSE Tokyo Price Index TOPIX, Renesas Electronics and more In today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Newmark, Payroll, Orecorp, Weiqiao, Mandala Multi,…Smartkarma Daily BriefsJanuary 28, 2024
Daily BriefsJapan Daily Brief Japan: Pacific Metals and more In today’s briefing: JAPAN ACTIVISM: Murakami-San Goes Substantial on Pacific Metals (5541).... Again JAPAN ACTIVISM: …Smartkarma Daily BriefsJanuary 27, 2024
Daily BriefsJapan Daily Brief Japan: Renesas Electronics, Okuma Corp, Fujitsu General, TSE Tokyo Price Index TOPIX and more In today’s briefing: Renesas (6723 JP) ANOTHER Clean-Up Block Trade as Hitachi/NEC ExitRenesas Electronics (6723…Smartkarma Daily BriefsJanuary 26, 2024
Daily BriefsJapan Daily Brief Japan: Payroll, Resona Holdings, Nidec Corp and more In today’s briefing: Payroll (4489 JP) MBO (¥1,380/Share) By New Japan PE Deal Entrant TA…Smartkarma Daily BriefsJanuary 25, 2024
Daily BriefsMacro Daily Brief Macro: Charting Beyond the Near-Term Fed Pause and more In today’s briefing: Charting Beyond the Near-Term Fed PauseCommodities Going Into 2024 & Our Biggest…Smartkarma Daily BriefsJanuary 3, 2024
Daily BriefsMacro Daily Brief Macro: Energy Cable #51: Tensions Increasing Fast in the Red Sea and more In today’s briefing: Energy Cable #51: Tensions Increasing Fast in the Red SeaWhat the Politics…Smartkarma Daily BriefsJanuary 2, 2024
Daily BriefsMacro Daily Brief Macro: China Property And The Demand For Commodities Puzzle and more In today’s briefing: China Property And The Demand For Commodities PuzzleSaudi Arabia Special Report: A…Smartkarma Daily BriefsJanuary 1, 2024
Daily BriefsMacro Daily Brief Macro: Part Four: The Sharply Slowing UK Economy and more In today’s briefing: Part Four: The Sharply Slowing UK EconomyChina Property: 2023 In Word Frequency…Smartkarma Daily BriefsDecember 31, 2023
Daily BriefsMacro Daily Brief Macro: EM by EM #36: What Goldman got wrong about China in 2023 and more In today’s briefing: EM by EM #36: What Goldman got wrong about China in 2023:…Smartkarma Daily BriefsDecember 30, 2023
Daily BriefsMacro Daily Brief Macro: 5 Things That Could Wrongfoot Consensus in 2024 and more In today’s briefing: 5 Things That Could Wrongfoot Consensus in 2024Mint Macro Roundup: Inflation Cools…Smartkarma Daily BriefsDecember 29, 2023
CryptoDaily Briefs Daily Brief Crypto: ETH Open Interest Retraces From All Time Highs and more In today’s briefing: ETH Open Interest Retraces From All Time Highs ETH Open Interest Retraces…Smartkarma Daily BriefsSeptember 6, 2022
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