Daily BriefsMost Read Most Read: Douzone Bizon, Shriram Finance , Posco DX, LS Materials , Softbank Group, Minsheng Education, GUPPY’s Inc, Budweiser Brewing APAC , Weiqiao Textile Co, Genetron Holdings Ltd and more In today’s briefing: KRX New Deal Index Rebalance Preview: Changes with Flow & ImpactNIFTY50 Index…Smartkarma Daily BriefsJanuary 21, 2024
Daily BriefsMost Read Most Read: Douzone Bizon, Socionext, Budweiser Brewing APAC , APR, Taiwan Semiconductor (TSMC), Hyundai Steel, Genetron Holdings Ltd, Asmedia Technology and more In today’s briefing: KRX New Deal Index Rebalance Preview: Changes with Flow & ImpactMarch 2024…Smartkarma Daily BriefsJanuary 20, 2024
Daily BriefsMost Read Most Read: Fujitsu General, Douzone Bizon, Taiwan Semiconductor (TSMC), Budweiser Brewing APAC , Emperador, Taiwan Semiconductor (TSMC) – ADR, EcoPro Materials, Irc Ltd, APR and more In today’s briefing: Fujitsu General (6755) - Fujitsu Wants Out, May Force the IssueKRX New…Smartkarma Daily BriefsJanuary 19, 2024
Daily BriefsMost Read Most Read: Weiqiao Textile Co, Benefit One Inc, LS Materials , Flowing Cloud Technology, Anycolor , Alibaba (ADR), Yamae Group Holdings, Emperador and more In today’s briefing: Weiqiao Textile (2698 HK)’s Pre-Conditional Merger By AbsorptionBenefit One (2412): The Plot…Smartkarma Daily BriefsJanuary 18, 2024
Daily BriefsMost Read Most Read: Tongcheng Travel Holdings , Alchip Technologies, Newmont , Benefit One Inc, Suzhou Novosense Microelectron, L&F Co Ltd, Hyundai Motor, LS Materials and more In today’s briefing: HSTECH Index Rebalance Preview: Tongcheng Travel (780 HK) Could Replace GDS (9698…Smartkarma Daily BriefsJanuary 17, 2024
Daily BriefsMost Read Most Read: Posco DX, Zhejiang Expressway Co H, Newmont , Suzhou Novosense Microelectron, PT Avia Avian, L&F Co Ltd, China Mobile, TRYT , Porton Pharma Solutions, Fila Holdings and more In today’s briefing: KOSPI200 Index Rebalance Preview: Four Potential Changes in JuneZhejiang Expressway (576 HK):…Smartkarma Daily BriefsJanuary 16, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Taisho Pharma (4581) – Slouching Activism May Not Get This Bumped and more In today’s briefing: Taisho Pharma (4581) - Slouching Activism May Not Get This BumpedA Comprehensive…Smartkarma Daily BriefsJanuary 11, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: TOPIX Inclusions: Who Is Ready (Jan 2024) and more In today’s briefing: TOPIX Inclusions: Who Is Ready (Jan 2024)T&K TOKA (4636 JP): Expect ANOTHER…Smartkarma Daily BriefsJanuary 10, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Event Trading on KOSPI Transfer Listings: Notable Post-Listing Price Patterns and more In today’s briefing: Event Trading on KOSPI Transfer Listings: Notable Post-Listing Price PatternsMarch 2024 Nikkei…Smartkarma Daily BriefsJanuary 9, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: A/H Premium Tracker (To 5 Jan 2024): STAY Long Hs Vs As: A Premia Still Wide and more In today’s briefing: A/H Premium Tracker (To 5 Jan 2024): STAY Long Hs Vs As:…Smartkarma Daily BriefsJanuary 8, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Aoki and more In today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Aoki, Kerry Express Thailand, JOYY, Tietto…Smartkarma Daily BriefsJanuary 7, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Aoki Super (9977) MBO at ¥3 and more In today’s briefing: Aoki Super (9977) MBO at ¥3,800/Share (All-Time High, 15x Forecast FCF)Kerry Express…Smartkarma Daily BriefsJanuary 6, 2024
Daily BriefsECM Daily Brief ECM: 2024 Major IPOs Pipeline in Korea and more In today’s briefing: 2024 Major IPOs Pipeline in KoreaIRCON Placement - Opportunistic Monetisation of a…Smartkarma Daily BriefsDecember 8, 2023
Daily BriefsECM Daily Brief ECM: Rakuten Bank (5838 JP) Overnight Offering at a Fat Discount and more In today’s briefing: Rakuten Bank (5838 JP) Overnight Offering at a Fat DiscountToyota To Sell…Smartkarma Daily BriefsDecember 7, 2023
Daily BriefsECM Daily Brief ECM: Evolution Mining Placement – Back to Equity Markets Again to Fund Another M&A Deal and more In today’s briefing: Evolution Mining Placement - Back to Equity Markets Again to Fund Another…Smartkarma Daily BriefsDecember 6, 2023
Daily BriefsECM Daily Brief ECM: Asian E-Comm Logistics | Review of 2023 ECM and M&A Activity | Preview of 2024 Deals and more In today’s briefing: Asian E-Comm Logistics | Review of 2023 ECM and M&A Activity |…Smartkarma Daily BriefsDecember 5, 2023
Daily BriefsECM Daily Brief ECM: ECM Weekly (3rd Dec 2023) – Denso and more In today’s briefing: ECM Weekly (3rd Dec 2023) - Denso, Toyota, Zensho, Asahi, Kotak, Zomato,…Smartkarma Daily BriefsDecember 3, 2023
Daily BriefsECM Daily Brief ECM: LS Materials IPO Bookbuilding Results Analysis and more In today’s briefing: LS Materials IPO Bookbuilding Results AnalysisSunho Biologics (盛禾) Pre-IPO: Testing the Unproven…Smartkarma Daily BriefsDecember 1, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: [S7 Chronicles 1] Super Sevens Will Continue to Dominate Markets in 2024 and more In today’s briefing: Super Sevens Will Continue to Dominate Markets in 2024Money Forward (3994) |…Smartkarma Daily BriefsJanuary 13, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: BYD (1211 HK): All NEV Stocks Plunged After Strong Industry Data – Opportunity Coming and more In today’s briefing: BYD (1211 HK): All NEV Stocks Plunged After Strong Industry Data –…Smartkarma Daily BriefsJanuary 12, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Pacific Textiles (1382 HK): Material Benefits and more In today’s briefing: Pacific Textiles (1382 HK): Material BenefitsKorean Air: Earnings Remain Elevated but Premium…Smartkarma Daily BriefsJanuary 11, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Suruga Bank – Only 33% of Buyback Done and more In today’s briefing: Suruga Bank - Only 33% of Buyback Done, Profit Guidance to Rise…Smartkarma Daily BriefsJanuary 10, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Fast Retailing (9983) | Q1 Preview – Slight Miss and more In today’s briefing: Fast Retailing (9983) | Q1 Preview - Slight MissPower Finance - Largest…Smartkarma Daily BriefsJanuary 9, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba (BABA US): No Where to Go but Up and more In today’s briefing: Alibaba (BABA US): No Where to Go but UpAnta Sports (2020 HK): …Smartkarma Daily BriefsJanuary 8, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: L&F Co Ltd, Kunlun Tech , SiteMinder, Travelsky Technology Ltd H, GDS Holdings , Cpi Card Group, Kinatico , Eventbrite Inc, Synaptics Inc and more In today’s briefing: KOSDAQ150 Adhoc Index Rebalance: Seronics to Replace L&FCSI500 Index Rebalance Preview: High…Smartkarma Daily BriefsJanuary 23, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Korea Stock Exchange KOSPI 200, Micron Technology and more In today’s briefing: Shinko Electric (6967) Takeover: Changing Break/Gap Risk as Comps GainKRX Introduces Market…Smartkarma Daily BriefsJanuary 22, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tenable Holdings Inc, Allegro MicroSystems , Cambium Networks , Iridium Communications, Kyndryl Holdings , Teradata Corp, Varonis Systems, Alibaba (ADR), Workiva Inc, Braze Inc and more In today’s briefing: Tenable Holdings: Initiation of Coverage - Unlock the Secrets Behind Tenable's High…Smartkarma Daily BriefsJanuary 21, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), Asmedia Technology, Taiwan Semiconductor (TSMC) – ADR, Travelsky Technology Ltd H, IndiaMart, iShares MSCI ACWI ETF, Softbank Group and more In today’s briefing: TSMC. Roaring Into Year Of The DragonASMedia Placement - Momentum Has Been…Smartkarma Daily BriefsJanuary 20, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), Taiwan Semiconductor (TSMC) – ADR, Inficon Holding Ag, Novatek Microelectronics Corp, Huawei Technology, Shift Inc, Ma Com Technology Solutions, Monday.com , United Microelectronics Corp and more In today’s briefing: What Stories TSMC Investor Conference Telling Us About Customers, Supply Chains, and…Smartkarma Daily BriefsJanuary 19, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Anycolor , AEM, Taiwan Semiconductor (TSMC) – ADR, Fabrinet, CyberArk Software Ltd, Delivery Hero SE, Couchbase , Tower Semiconductor Ltd, Esker SA, Sps Commerce and more In today’s briefing: TOPIX Jan FFW Change - Visional (4194), Anycolor (5032), Furuya Metal (7826)AEM:…Smartkarma Daily BriefsJanuary 18, 2024
ChinaDaily Briefs Daily Brief China: Flowing Cloud Technology, China Unicom Hong Kong, Orient Overseas International, Alibaba (ADR), Longfor Properties and more In today’s briefing: Hang Seng Internet & IT Index Rebalance Preview: ZX Inc Could Replace…Smartkarma Daily BriefsJanuary 17, 2024
ChinaDaily Briefs Daily Brief China: Zhejiang Expressway Co H, Suzhou Novosense Microelectron, China Mobile, Porton Pharma Solutions, PDD Holdings, Shandong Weigao Group Medical Polymer Co, Seazen (Formerly Future Land) and more In today’s briefing: Zhejiang Expressway (576 HK): Life In The (Too) Fast LaneQuiddity Leaderboard STAR…Smartkarma Daily BriefsJanuary 16, 2024
ChinaDaily Briefs Daily Brief China: Irc Ltd, Foxconn Industrial Internet, Alibaba (ADR), Kweichow Moutai, Water Oasis, China Mobile, Wuxi Biologics and more In today’s briefing: IRC Limited (1029 HK): Closing Date Extended as the Risk/Reward Turns UnattractiveQuiddity…Smartkarma Daily BriefsJanuary 15, 2024
ChinaDaily Briefs Daily Brief China: BYD Electronics, ImmuneOnco Biopharmaceuticals (Shanghai) and more In today’s briefing: Index Rebalance & ETF Flow Recap: HSI, LQ45, FXI, 2823 HK, SENSEXChina…Smartkarma Daily BriefsJanuary 14, 2024
ChinaDaily Briefs Daily Brief China: WH Group, West China Cement, JD.com , Health And Happiness (H&H), PDD Holdings and more In today’s briefing: WH Group (288 HK): Update On The Bull CaseWest China Cement -…Smartkarma Daily BriefsJanuary 13, 2024
ChinaDaily Briefs Daily Brief China: BYD, Alibaba (ADR), Shanghai Rural Commercial Bank, Zhubajie Co Ltd, DPC Dash, Sa Sa International Hldgs, Health And Happiness (H&H) and more In today’s briefing: BYD (1211 HK): All NEV Stocks Plunged After Strong Industry Data –…Smartkarma Daily BriefsJanuary 12, 2024
Daily BriefsJapan Daily Brief Japan: JSR Corp, Shinko Electric Industries, Recruit Holdings, TSE Tokyo Price Index TOPIX and more In today’s briefing: JSR (4185) - Very Juicy Arb Return At Expected TimelineShinko Electric (6967…Smartkarma Daily BriefsJanuary 24, 2024
Daily BriefsJapan Daily Brief Japan: Mitsubishi UFJ Financial (MUFG), T&K Toka Co Ltd, Kato Sangyo, GENDA , Nikkei 225 and more In today’s briefing: TSE Action to Implement Management Conscious of Capital Cost and Stock Price…Smartkarma Daily BriefsJanuary 23, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, Denso Corp, JSR Corp, TSE Tokyo Price Index TOPIX 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 BriefsJapan Daily Brief Japan: GUPPY’s Inc, Activia Properties, IBJ, Benefit One Inc, Allegro MicroSystems and more In today’s briefing: GUPPY's (5127 JP): Medley (4480 JP) Tender Offer at JPY3,250Activia Properties (3279)…Smartkarma Daily BriefsJanuary 21, 2024
Daily BriefsJapan Daily Brief Japan: Dai Ichi Life Insurance, GUPPY’s Inc, iShares MSCI ACWI ETF, Softbank Group, TSE Tokyo Price Index TOPIX and more In today’s briefing: Dai-Ichi Life Holdings - 4 Quarters Strongly Rising Profit, ROE: 3% to…Smartkarma Daily BriefsJanuary 20, 2024
Daily BriefsJapan Daily Brief Japan: Tokyo Kiraboshi Financial Group, Japan Exchange Group, Shift Inc and more In today’s briefing: Japanese Regional Banks – Three Key Positive PicksJapan Governance | Will Reforms…Smartkarma Daily BriefsJanuary 19, 2024
Daily BriefsMacro Daily Brief Macro: Steno Signals #79 – A Christmas present full of USD Liquidity from Powell and Yellen! and more In today’s briefing: Steno Signals #79 – A Christmas present full of USD Liquidity from…Smartkarma Daily BriefsDecember 28, 2023
Daily BriefsMacro Daily Brief Macro: The Christmas Week That Was in ASEAN@Smartkarma – Malaysian Reshuffle and more In today’s briefing: The Christmas Week That Was in ASEAN@Smartkarma - Malaysian Reshuffle, GoTo Plays…Smartkarma Daily BriefsDecember 27, 2023
Daily BriefsMacro Daily Brief Macro: FTC Under Lina Khan Is Armed with Shrewd Regulatory Arsenal Against Anti-Competitive M&A Deals and more In today’s briefing: FTC Under Lina Khan Is Armed with Shrewd Regulatory Arsenal Against Anti-Competitive…Smartkarma Daily BriefsDecember 24, 2023
Daily BriefsMacro Daily Brief Macro: Portfolio Watch – 2023 in hindsight and more In today’s briefing: Portfolio Watch – 2023 in hindsightNEW EU FISCAL RULES – Victory for…Smartkarma Daily BriefsDecember 23, 2023
Daily BriefsMacro Daily Brief Macro: Mint Macro Roundup: BoJ Maintains Loose Policy Yet Yen Remains Strong and more In today’s briefing: Mint Macro Roundup: BoJ Maintains Loose Policy Yet Yen Remains StrongSentiment Nugget:…Smartkarma Daily BriefsDecember 22, 2023
Daily BriefsMacro Daily Brief Macro: The Great Portfolio Rebalance Will Accelerate in 2024: Part 1 – China Wants Less US Debt and more In today’s briefing: The Great Portfolio Rebalance Will Accelerate in 2024: Part 1 – China…Smartkarma Daily BriefsDecember 21, 2023
CryptoDaily Briefs Daily Brief Crypto: Investment Thesis Post-Ethereum 2.0 Merge and more In today’s briefing: Investment Thesis Post-Ethereum 2.0 MergeThe Metaverse for Augmented Reality Investment Thesis Post-Ethereum…Smartkarma Daily BriefsAugust 25, 2022
CryptoDaily Briefs Daily Brief Crypto: SG Exchange Gets Nod from MAS to Offer Crypto Services and more In today’s briefing: SG Exchange Gets Nod from MAS to Offer Crypto ServicesNFT Bear Market…Smartkarma Daily BriefsAugust 24, 2022
CryptoDaily Briefs Daily Brief Crypto: Sporting Crypto – August 22nd 2022: What if The Worm NFT was a Web3 Sports Project? and more In today’s briefing: Sporting Crypto - August 22nd 2022: What if The Worm NFT was…Smartkarma Daily BriefsAugust 23, 2022
CryptoDaily Briefs Daily Brief Crypto: Ethereum Merge and Hard Forks- Pinching Pennies in an Efficient Market and more In today’s briefing: Ethereum Merge and Hard Forks- Pinching Pennies in an Efficient MarketWhy I…Smartkarma Daily BriefsAugust 18, 2022
CryptoDaily Briefs Daily Brief Crypto: Sporting Crypto – August 15th 2022: Barnsley FC Terminate Deal with Crypto Partner Hex.com and more In today’s briefing: Sporting Crypto - August 15th 2022: Barnsley FC Terminate Deal with Crypto…Smartkarma Daily BriefsAugust 16, 2022
CryptoDaily Briefs Daily Brief Crypto: The Sandbox and more In today’s briefing: The Sandbox The SandboxBy EtherbridgeLast week we began a Metaverse series, starting…Smartkarma Daily BriefsAugust 14, 2022
Daily BriefsMost Read Most Read: Douzone Bizon, Shriram Finance , Posco DX, LS Materials , Softbank Group, Minsheng Education, GUPPY’s Inc, Budweiser Brewing APAC , Weiqiao Textile Co, Genetron Holdings Ltd and more In today’s briefing: KRX New Deal Index Rebalance Preview: Changes with Flow & ImpactNIFTY50 Index…Smartkarma Daily BriefsJanuary 21, 2024
Daily BriefsMost Read Most Read: Douzone Bizon, Socionext, Budweiser Brewing APAC , APR, Taiwan Semiconductor (TSMC), Hyundai Steel, Genetron Holdings Ltd, Asmedia Technology and more In today’s briefing: KRX New Deal Index Rebalance Preview: Changes with Flow & ImpactMarch 2024…Smartkarma Daily BriefsJanuary 20, 2024
Daily BriefsMost Read Most Read: Fujitsu General, Douzone Bizon, Taiwan Semiconductor (TSMC), Budweiser Brewing APAC , Emperador, Taiwan Semiconductor (TSMC) – ADR, EcoPro Materials, Irc Ltd, APR and more In today’s briefing: Fujitsu General (6755) - Fujitsu Wants Out, May Force the IssueKRX New…Smartkarma Daily BriefsJanuary 19, 2024
Daily BriefsMost Read Most Read: Weiqiao Textile Co, Benefit One Inc, LS Materials , Flowing Cloud Technology, Anycolor , Alibaba (ADR), Yamae Group Holdings, Emperador and more In today’s briefing: Weiqiao Textile (2698 HK)’s Pre-Conditional Merger By AbsorptionBenefit One (2412): The Plot…Smartkarma Daily BriefsJanuary 18, 2024
Daily BriefsMost Read Most Read: Tongcheng Travel Holdings , Alchip Technologies, Newmont , Benefit One Inc, Suzhou Novosense Microelectron, L&F Co Ltd, Hyundai Motor, LS Materials and more In today’s briefing: HSTECH Index Rebalance Preview: Tongcheng Travel (780 HK) Could Replace GDS (9698…Smartkarma Daily BriefsJanuary 17, 2024
Daily BriefsMost Read Most Read: Posco DX, Zhejiang Expressway Co H, Newmont , Suzhou Novosense Microelectron, PT Avia Avian, L&F Co Ltd, China Mobile, TRYT , Porton Pharma Solutions, Fila Holdings and more In today’s briefing: KOSPI200 Index Rebalance Preview: Four Potential Changes in JuneZhejiang Expressway (576 HK):…Smartkarma Daily BriefsJanuary 16, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Taisho Pharma (4581) – Slouching Activism May Not Get This Bumped and more In today’s briefing: Taisho Pharma (4581) - Slouching Activism May Not Get This BumpedA Comprehensive…Smartkarma Daily BriefsJanuary 11, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: TOPIX Inclusions: Who Is Ready (Jan 2024) and more In today’s briefing: TOPIX Inclusions: Who Is Ready (Jan 2024)T&K TOKA (4636 JP): Expect ANOTHER…Smartkarma Daily BriefsJanuary 10, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Event Trading on KOSPI Transfer Listings: Notable Post-Listing Price Patterns and more In today’s briefing: Event Trading on KOSPI Transfer Listings: Notable Post-Listing Price PatternsMarch 2024 Nikkei…Smartkarma Daily BriefsJanuary 9, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: A/H Premium Tracker (To 5 Jan 2024): STAY Long Hs Vs As: A Premia Still Wide and more In today’s briefing: A/H Premium Tracker (To 5 Jan 2024): STAY Long Hs Vs As:…Smartkarma Daily BriefsJanuary 8, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Aoki and more In today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Aoki, Kerry Express Thailand, JOYY, Tietto…Smartkarma Daily BriefsJanuary 7, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Aoki Super (9977) MBO at ¥3 and more In today’s briefing: Aoki Super (9977) MBO at ¥3,800/Share (All-Time High, 15x Forecast FCF)Kerry Express…Smartkarma Daily BriefsJanuary 6, 2024
Daily BriefsECM Daily Brief ECM: 2024 Major IPOs Pipeline in Korea and more In today’s briefing: 2024 Major IPOs Pipeline in KoreaIRCON Placement - Opportunistic Monetisation of a…Smartkarma Daily BriefsDecember 8, 2023
Daily BriefsECM Daily Brief ECM: Rakuten Bank (5838 JP) Overnight Offering at a Fat Discount and more In today’s briefing: Rakuten Bank (5838 JP) Overnight Offering at a Fat DiscountToyota To Sell…Smartkarma Daily BriefsDecember 7, 2023
Daily BriefsECM Daily Brief ECM: Evolution Mining Placement – Back to Equity Markets Again to Fund Another M&A Deal and more In today’s briefing: Evolution Mining Placement - Back to Equity Markets Again to Fund Another…Smartkarma Daily BriefsDecember 6, 2023
Daily BriefsECM Daily Brief ECM: Asian E-Comm Logistics | Review of 2023 ECM and M&A Activity | Preview of 2024 Deals and more In today’s briefing: Asian E-Comm Logistics | Review of 2023 ECM and M&A Activity |…Smartkarma Daily BriefsDecember 5, 2023
Daily BriefsECM Daily Brief ECM: ECM Weekly (3rd Dec 2023) – Denso and more In today’s briefing: ECM Weekly (3rd Dec 2023) - Denso, Toyota, Zensho, Asahi, Kotak, Zomato,…Smartkarma Daily BriefsDecember 3, 2023
Daily BriefsECM Daily Brief ECM: LS Materials IPO Bookbuilding Results Analysis and more In today’s briefing: LS Materials IPO Bookbuilding Results AnalysisSunho Biologics (盛禾) Pre-IPO: Testing the Unproven…Smartkarma Daily BriefsDecember 1, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: [S7 Chronicles 1] Super Sevens Will Continue to Dominate Markets in 2024 and more In today’s briefing: Super Sevens Will Continue to Dominate Markets in 2024Money Forward (3994) |…Smartkarma Daily BriefsJanuary 13, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: BYD (1211 HK): All NEV Stocks Plunged After Strong Industry Data – Opportunity Coming and more In today’s briefing: BYD (1211 HK): All NEV Stocks Plunged After Strong Industry Data –…Smartkarma Daily BriefsJanuary 12, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Pacific Textiles (1382 HK): Material Benefits and more In today’s briefing: Pacific Textiles (1382 HK): Material BenefitsKorean Air: Earnings Remain Elevated but Premium…Smartkarma Daily BriefsJanuary 11, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Suruga Bank – Only 33% of Buyback Done and more In today’s briefing: Suruga Bank - Only 33% of Buyback Done, Profit Guidance to Rise…Smartkarma Daily BriefsJanuary 10, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Fast Retailing (9983) | Q1 Preview – Slight Miss and more In today’s briefing: Fast Retailing (9983) | Q1 Preview - Slight MissPower Finance - Largest…Smartkarma Daily BriefsJanuary 9, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba (BABA US): No Where to Go but Up and more In today’s briefing: Alibaba (BABA US): No Where to Go but UpAnta Sports (2020 HK): …Smartkarma Daily BriefsJanuary 8, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: L&F Co Ltd, Kunlun Tech , SiteMinder, Travelsky Technology Ltd H, GDS Holdings , Cpi Card Group, Kinatico , Eventbrite Inc, Synaptics Inc and more In today’s briefing: KOSDAQ150 Adhoc Index Rebalance: Seronics to Replace L&FCSI500 Index Rebalance Preview: High…Smartkarma Daily BriefsJanuary 23, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Korea Stock Exchange KOSPI 200, Micron Technology and more In today’s briefing: Shinko Electric (6967) Takeover: Changing Break/Gap Risk as Comps GainKRX Introduces Market…Smartkarma Daily BriefsJanuary 22, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tenable Holdings Inc, Allegro MicroSystems , Cambium Networks , Iridium Communications, Kyndryl Holdings , Teradata Corp, Varonis Systems, Alibaba (ADR), Workiva Inc, Braze Inc and more In today’s briefing: Tenable Holdings: Initiation of Coverage - Unlock the Secrets Behind Tenable's High…Smartkarma Daily BriefsJanuary 21, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), Asmedia Technology, Taiwan Semiconductor (TSMC) – ADR, Travelsky Technology Ltd H, IndiaMart, iShares MSCI ACWI ETF, Softbank Group and more In today’s briefing: TSMC. Roaring Into Year Of The DragonASMedia Placement - Momentum Has Been…Smartkarma Daily BriefsJanuary 20, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), Taiwan Semiconductor (TSMC) – ADR, Inficon Holding Ag, Novatek Microelectronics Corp, Huawei Technology, Shift Inc, Ma Com Technology Solutions, Monday.com , United Microelectronics Corp and more In today’s briefing: What Stories TSMC Investor Conference Telling Us About Customers, Supply Chains, and…Smartkarma Daily BriefsJanuary 19, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Anycolor , AEM, Taiwan Semiconductor (TSMC) – ADR, Fabrinet, CyberArk Software Ltd, Delivery Hero SE, Couchbase , Tower Semiconductor Ltd, Esker SA, Sps Commerce and more In today’s briefing: TOPIX Jan FFW Change - Visional (4194), Anycolor (5032), Furuya Metal (7826)AEM:…Smartkarma Daily BriefsJanuary 18, 2024
ChinaDaily Briefs Daily Brief China: Flowing Cloud Technology, China Unicom Hong Kong, Orient Overseas International, Alibaba (ADR), Longfor Properties and more In today’s briefing: Hang Seng Internet & IT Index Rebalance Preview: ZX Inc Could Replace…Smartkarma Daily BriefsJanuary 17, 2024
ChinaDaily Briefs Daily Brief China: Zhejiang Expressway Co H, Suzhou Novosense Microelectron, China Mobile, Porton Pharma Solutions, PDD Holdings, Shandong Weigao Group Medical Polymer Co, Seazen (Formerly Future Land) and more In today’s briefing: Zhejiang Expressway (576 HK): Life In The (Too) Fast LaneQuiddity Leaderboard STAR…Smartkarma Daily BriefsJanuary 16, 2024
ChinaDaily Briefs Daily Brief China: Irc Ltd, Foxconn Industrial Internet, Alibaba (ADR), Kweichow Moutai, Water Oasis, China Mobile, Wuxi Biologics and more In today’s briefing: IRC Limited (1029 HK): Closing Date Extended as the Risk/Reward Turns UnattractiveQuiddity…Smartkarma Daily BriefsJanuary 15, 2024
ChinaDaily Briefs Daily Brief China: BYD Electronics, ImmuneOnco Biopharmaceuticals (Shanghai) and more In today’s briefing: Index Rebalance & ETF Flow Recap: HSI, LQ45, FXI, 2823 HK, SENSEXChina…Smartkarma Daily BriefsJanuary 14, 2024
ChinaDaily Briefs Daily Brief China: WH Group, West China Cement, JD.com , Health And Happiness (H&H), PDD Holdings and more In today’s briefing: WH Group (288 HK): Update On The Bull CaseWest China Cement -…Smartkarma Daily BriefsJanuary 13, 2024
ChinaDaily Briefs Daily Brief China: BYD, Alibaba (ADR), Shanghai Rural Commercial Bank, Zhubajie Co Ltd, DPC Dash, Sa Sa International Hldgs, Health And Happiness (H&H) and more In today’s briefing: BYD (1211 HK): All NEV Stocks Plunged After Strong Industry Data –…Smartkarma Daily BriefsJanuary 12, 2024
Daily BriefsJapan Daily Brief Japan: JSR Corp, Shinko Electric Industries, Recruit Holdings, TSE Tokyo Price Index TOPIX and more In today’s briefing: JSR (4185) - Very Juicy Arb Return At Expected TimelineShinko Electric (6967…Smartkarma Daily BriefsJanuary 24, 2024
Daily BriefsJapan Daily Brief Japan: Mitsubishi UFJ Financial (MUFG), T&K Toka Co Ltd, Kato Sangyo, GENDA , Nikkei 225 and more In today’s briefing: TSE Action to Implement Management Conscious of Capital Cost and Stock Price…Smartkarma Daily BriefsJanuary 23, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, Denso Corp, JSR Corp, TSE Tokyo Price Index TOPIX 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 BriefsJapan Daily Brief Japan: GUPPY’s Inc, Activia Properties, IBJ, Benefit One Inc, Allegro MicroSystems and more In today’s briefing: GUPPY's (5127 JP): Medley (4480 JP) Tender Offer at JPY3,250Activia Properties (3279)…Smartkarma Daily BriefsJanuary 21, 2024
Daily BriefsJapan Daily Brief Japan: Dai Ichi Life Insurance, GUPPY’s Inc, iShares MSCI ACWI ETF, Softbank Group, TSE Tokyo Price Index TOPIX and more In today’s briefing: Dai-Ichi Life Holdings - 4 Quarters Strongly Rising Profit, ROE: 3% to…Smartkarma Daily BriefsJanuary 20, 2024
Daily BriefsJapan Daily Brief Japan: Tokyo Kiraboshi Financial Group, Japan Exchange Group, Shift Inc and more In today’s briefing: Japanese Regional Banks – Three Key Positive PicksJapan Governance | Will Reforms…Smartkarma Daily BriefsJanuary 19, 2024
Daily BriefsMacro Daily Brief Macro: Steno Signals #79 – A Christmas present full of USD Liquidity from Powell and Yellen! and more In today’s briefing: Steno Signals #79 – A Christmas present full of USD Liquidity from…Smartkarma Daily BriefsDecember 28, 2023
Daily BriefsMacro Daily Brief Macro: The Christmas Week That Was in ASEAN@Smartkarma – Malaysian Reshuffle and more In today’s briefing: The Christmas Week That Was in ASEAN@Smartkarma - Malaysian Reshuffle, GoTo Plays…Smartkarma Daily BriefsDecember 27, 2023
Daily BriefsMacro Daily Brief Macro: FTC Under Lina Khan Is Armed with Shrewd Regulatory Arsenal Against Anti-Competitive M&A Deals and more In today’s briefing: FTC Under Lina Khan Is Armed with Shrewd Regulatory Arsenal Against Anti-Competitive…Smartkarma Daily BriefsDecember 24, 2023
Daily BriefsMacro Daily Brief Macro: Portfolio Watch – 2023 in hindsight and more In today’s briefing: Portfolio Watch – 2023 in hindsightNEW EU FISCAL RULES – Victory for…Smartkarma Daily BriefsDecember 23, 2023
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Daily BriefsMacro Daily Brief Macro: The Great Portfolio Rebalance Will Accelerate in 2024: Part 1 – China Wants Less US Debt and more In today’s briefing: The Great Portfolio Rebalance Will Accelerate in 2024: Part 1 – China…Smartkarma Daily BriefsDecember 21, 2023
CryptoDaily Briefs Daily Brief Crypto: Investment Thesis Post-Ethereum 2.0 Merge and more In today’s briefing: Investment Thesis Post-Ethereum 2.0 MergeThe Metaverse for Augmented Reality Investment Thesis Post-Ethereum…Smartkarma Daily BriefsAugust 25, 2022
CryptoDaily Briefs Daily Brief Crypto: SG Exchange Gets Nod from MAS to Offer Crypto Services and more In today’s briefing: SG Exchange Gets Nod from MAS to Offer Crypto ServicesNFT Bear Market…Smartkarma Daily BriefsAugust 24, 2022
CryptoDaily Briefs Daily Brief Crypto: Sporting Crypto – August 22nd 2022: What if The Worm NFT was a Web3 Sports Project? and more In today’s briefing: Sporting Crypto - August 22nd 2022: What if The Worm NFT was…Smartkarma Daily BriefsAugust 23, 2022
CryptoDaily Briefs Daily Brief Crypto: Ethereum Merge and Hard Forks- Pinching Pennies in an Efficient Market and more In today’s briefing: Ethereum Merge and Hard Forks- Pinching Pennies in an Efficient MarketWhy I…Smartkarma Daily BriefsAugust 18, 2022
CryptoDaily Briefs Daily Brief Crypto: Sporting Crypto – August 15th 2022: Barnsley FC Terminate Deal with Crypto Partner Hex.com and more In today’s briefing: Sporting Crypto - August 15th 2022: Barnsley FC Terminate Deal with Crypto…Smartkarma Daily BriefsAugust 16, 2022
CryptoDaily Briefs Daily Brief Crypto: The Sandbox and more In today’s briefing: The Sandbox The SandboxBy EtherbridgeLast week we began a Metaverse series, starting…Smartkarma Daily BriefsAugust 14, 2022