Daily BriefsMost Read Most Read: Fuji Soft Inc, Open House, BYD Electronics, Shinko Electric Industries, Nikkei 225, Posco DX, Samsung Electronics, Strike Energy and more In today’s briefing: Fuji Soft (9749 JP): A Potential Privatisation Faces ChallengesFuji Soft (9749) -…Smartkarma Daily BriefsJanuary 15, 2024
Daily BriefsMost Read Most Read: WuXi XDC Cayman , Posco DX, Shriram Finance , Zhongsheng Group, Wipro Ltd, Fujitsu Ltd, Fuji Soft Inc, Taiwan Semiconductor (TSMC) – ADR, Genting Singapore, BYD Electronics and more In today’s briefing: HSCI Index Rebalance Preview and Stock Connect: Potential Changes in MarchIndex Rebalance…Smartkarma Daily BriefsJanuary 14, 2024
Daily BriefsMost Read Most Read: Daiwa House Reit Investment, Inabata & Co, Wipro Ltd, Bank Of Japan, Fast Retailing, Orecorp Ltd, KB Financial, Fujitsu Ltd, Benesse Holdings, Samsung Electronics and more In today’s briefing: Japan - Increasing Shorts on Some Interesting StocksInabata & Co (8098) -…Smartkarma Daily BriefsJanuary 13, 2024
Daily BriefsMost Read Most Read: Samsung Electronics, Daiwa House Reit Investment, Lasertec Corp, Bank Of Japan, IJTT Co., Ltd., Taisho Pharmaceutical Holdin, Shanghai Rural Commercial Bank, Fast Retailing, InterGlobe Aviation Ltd and more In today’s briefing: Lee Family to Sell 2.6 Trillion Won in Samsung Companies to Pay…Smartkarma Daily BriefsJanuary 12, 2024
Daily BriefsMost Read Most Read: Samsung Electronics, Visional , Taisho Pharmaceutical Holdin, China Everbright Bank Co A, Lasertec Corp, Pacific Textiles, Alibaba (ADR), Korea Stock Exchange KOSPI 200 and more In today’s briefing: Lee Family to Sell 2.6 Trillion Won in Samsung Companies to Pay…Smartkarma Daily BriefsJanuary 11, 2024
Daily BriefsMost Read Most Read: Samsonite, Socionext, Visional , T&K Toka Co Ltd, Wilmar International, Tencent, Ayala Corporation, Alibaba (ADR) and more In today’s briefing: Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for MarchMarch 2024 Nikkei…Smartkarma Daily BriefsJanuary 10, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Korea’s Short Selling Ban to Stay and more In today’s briefing: Korea's Short Selling Ban to Stay, Likely Until EquiLend-Korean Version LaunchNew Year…Smartkarma Daily BriefsJanuary 5, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Celltrion Pharm (068760 KS) Looks Frothy and more In today’s briefing: Celltrion Pharm (068760 KS) Looks FrothyKRX New Deal Index Rebalance Preview: Changes…Smartkarma Daily BriefsJanuary 4, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Allkem + Livent = Arcadium : Updated Expected Index Flows and more In today’s briefing: Allkem + Livent = Arcadium : Updated Expected Index FlowsHSCI Index Rebalance…Smartkarma Daily BriefsJanuary 3, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HSCEI Index Rebalance Preview: Zhongsheng (881 HK) Should Go This Time and more In today’s briefing: HSCEI Index Rebalance Preview: Zhongsheng (881 HK) Should Go This TimeInsiders Related…Smartkarma Daily BriefsJanuary 2, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Merger Arb Mondays (01 Jan) – Weiqiao Textile and more In today’s briefing: Merger Arb Mondays (01 Jan) - Weiqiao Textile, IRC, IJTT, JSR, Shinko…Smartkarma Daily BriefsJanuary 1, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HK Connect SOUTHBOUND Flows (To 29Dec23); CNOOC & Telcos to the BUY Side and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 29Dec23); CNOOC & Telcos to the BUY…Smartkarma Daily BriefsDecember 31, 2023
Daily BriefsECM Daily Brief ECM: Huge Denso (6902) Secondary Sale by Toyota Group – Admiral Ackbar Says “It’s A Trap!” and more In today’s briefing: Huge Denso (6902) Secondary Sale by Toyota Group - Admiral Ackbar Says…Smartkarma Daily BriefsNovember 30, 2023
Daily BriefsECM Daily Brief ECM: IREDA IPO Trading – Strong Insti Demand Boosts Overall Subscription Rates and more In today’s briefing: IREDA IPO Trading - Strong Insti Demand Boosts Overall Subscription Rates IREDA…Smartkarma Daily BriefsNovember 29, 2023
Daily BriefsECM Daily Brief ECM: Asahi Group (2502 JP): The Current Playbook and more In today’s briefing: Asahi Group (2502 JP): The Current PlaybookZeekr Pre-IPO - Quick Note -…Smartkarma Daily BriefsNovember 28, 2023
Daily BriefsECM Daily Brief ECM: Zensho Placement – Good Price to Raise At and more In today’s briefing: Zensho Placement - Good Price to Raise At, at Least for the…Smartkarma Daily BriefsNovember 27, 2023
Daily BriefsECM Daily Brief ECM: ZEEKR IPO Valuation Analysis: Next BYD or Tesla? and more In today’s briefing: ZEEKR IPO Valuation Analysis: Next BYD or Tesla?ECM Weekly (26th Nov 2023)…Smartkarma Daily BriefsNovember 26, 2023
Daily BriefsECM Daily Brief ECM: Zensho Holdings (7550) – ¥50bn Offering Is Not Meant For You and more In today’s briefing: Zensho Holdings (7550) - ¥50bn Offering Is Not Meant For You Zensho…Smartkarma Daily BriefsNovember 25, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Mobileye Profit Warning Is A Harbinger Of Gloom As Q423 Earnings Loom and more In today’s briefing: Mobileye Profit Warning Is A Harbinger Of Gloom As Q423 Earnings LoomChina…Smartkarma Daily BriefsJanuary 7, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Anhui Conch Cement (914 HK): Where Are We In The Cycle? and more In today’s briefing: Anhui Conch Cement (914 HK): Where Are We In The Cycle?Japan Airlines:…Smartkarma Daily BriefsJanuary 6, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taste Gourmet (8371 HK): Q3 FY24 Preview and Future Catalysts and more In today’s briefing: Taste Gourmet (8371 HK): Q3 FY24 Preview and Future CatalystsFast Retailing: Earnings…Smartkarma Daily BriefsJanuary 5, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: BYD (1211 HK): Sales Volume Up by 62% in 2023 and more In today’s briefing: BYD (1211 HK): Sales Volume Up by 62% in 2023Korean Holdcos Vs…Smartkarma Daily BriefsJanuary 4, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Plane Crash at Haneda Airport; Negative for Japan Airport Terminal and Japan Airlines and more In today’s briefing: Plane Crash at Haneda Airport; Negative for Japan Airport Terminal and Japan…Smartkarma Daily BriefsJanuary 3, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China’s Tourism Recovery Versus Other Major Tourist Sources in Asia: Delayed and more In today’s briefing: China's Tourism Recovery Versus Other Major Tourist Sources in Asia: Delayed, Not…Smartkarma Daily BriefsJanuary 2, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Alchip Technologies, Flowing Cloud Technology, Globalwafers, China Unicom Hong Kong, Alibaba (ADR), Silergy Corp and more In today’s briefing: Alchip Technologies GDR Offering - Has Been Riding on an Unwavering Momentum…Smartkarma Daily BriefsJanuary 17, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Suzhou Novosense Microelectron, L&F Co Ltd, China Mobile, Softbank Group, E2open Parent Holdings Inc and more In today’s briefing: Quiddity Leaderboard STAR 50 Mar 24: Three Changes; ~US$1bn One-Way; Some Trade…Smartkarma Daily BriefsJanuary 16, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Fuji Soft Inc, Shinko Electric Industries, Posco DX, Foxconn Industrial Internet, Alibaba (ADR), China Mobile and more In today’s briefing: Fuji Soft (9749) - Much Better Governance Process But The Stock Has…Smartkarma Daily BriefsJanuary 15, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Fuji Soft Inc, Taiwan Semiconductor (TSMC) – ADR, BYD Electronics, Samsung Electronics and more In today’s briefing: Fuji Soft (9749 JP): A Potential Privatisation Faces ChallengesTSMC Finishes 2023 With…Smartkarma Daily BriefsJanuary 14, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Amazon.com Inc, Money Forward , Micron Technology, Nutanix Inc, PSQ Holdings , Adobe Systems, Western Digital, Fidelity National Info Serv, Netgear Inc, IAC and more In today’s briefing: Super Sevens Will Continue to Dominate Markets in 2024Money Forward (3994) |…Smartkarma Daily BriefsJanuary 13, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Alibaba (ADR), Wipro Ltd, Fujitsu Ltd, Flex, GigaVis, Taiwan Semiconductor (TSMC) – ADR, Zhubajie Co Ltd, Talktalk Telecom, Xperi, Samsung Electronics and more In today’s briefing: : Return to Taobao Is a Return to Lower Take-RateSENSEX Index Rebalance…Smartkarma Daily BriefsJanuary 12, 2024
ChinaDaily Briefs Daily Brief China: Pacific Textiles, Xtep International, Shui On Land, Acotec Scientific Holdings, Road King Infrastructure and more In today’s briefing: Pacific Textiles (1382 HK): Material BenefitsXtep International (1368 HK): Strong Headline Retail…Smartkarma Daily BriefsJanuary 11, 2024
ChinaDaily Briefs Daily Brief China: China Everbright Bank Co A, Alibaba (ADR), Shougang Fushan Resources, KE Holdings , Tongcheng Travel Holdings , Mixue Group, Guming Holdings and more In today’s briefing: Offshore China ETFs Rebalance Preview: Two Changes Expected in MarchAequitas 2024 Asia…Smartkarma Daily BriefsJanuary 10, 2024
ChinaDaily Briefs Daily Brief China: Oriental Watch, Alibaba (ADR), PDD Holdings, MIXUE Group, S.F. Holding, Tencent, IVF Hospital Management Group Limited, AAC Technologies Holdings, Adani Green Energy and more In today’s briefing: Oriental Watch (398 HK): Ex-Dividend, Cash Levels To Mkt Cap at 60%,…Smartkarma Daily BriefsJanuary 9, 2024
ChinaDaily Briefs Daily Brief China: Alibaba (ADR), CNOOC Ltd, Wuxi Biologics, Anta Sports Products, Weiqiao Textile Co, China Mobile, Hang Seng Index, PDD Holdings, BYD and more In today’s briefing: Alibaba (BABA US): No Where to Go but UpA/H Premium Tracker (To…Smartkarma Daily BriefsJanuary 8, 2024
ChinaDaily Briefs Daily Brief China: Mixue Group, CanSino Biologics and more In today’s briefing: MIXUE Group IPO: The Investment CaseChina Healthcare Weekly (Jan.5) - WuXi XDC,…Smartkarma Daily BriefsJanuary 7, 2024
ChinaDaily Briefs Daily Brief China: Kerry Logistics Network, Anhui Conch Cement, SJM Holdings, New China Life Insurance and more In today’s briefing: Kerry Express (KEX TB): Kerry Logistics (636 HK)'s In-Specie Triggers MTOAnhui Conch…Smartkarma Daily BriefsJanuary 6, 2024
Daily BriefsJapan Daily Brief Japan: Anycolor , Yamae Group Holdings, TSE Tokyo Price Index TOPIX, Hisamitsu Pharmaceutical Co and more In today’s briefing: TOPIX Jan FFW Change - Visional (4194), Anycolor (5032), Furuya Metal (7826)Yamae…Smartkarma Daily BriefsJanuary 18, 2024
Daily BriefsJapan Daily Brief Japan: Benefit One Inc and more In today’s briefing: Benefit One (2412): The Plot ThickensBenefit One (2412 JP): Who Will Blink…Smartkarma Daily BriefsJanuary 17, 2024
Daily BriefsJapan Daily Brief Japan: Japan Exchange Group, Seven & I Holdings, TRYT , ASICS Corp, Nippon Sanso Holdings, Softbank Group and more In today’s briefing: Japan Governance | The TSE Naughty ListSeven & I Spends Another $950mn…Smartkarma Daily BriefsJanuary 16, 2024
Daily BriefsJapan Daily Brief Japan: Fuji Soft Inc, Open House, Shinko Electric Industries, Saizeriya, Sumitomo Pharma and more In today’s briefing: Fuji Soft (9749) - Much Better Governance Process But The Stock Has…Smartkarma Daily BriefsJanuary 15, 2024
Daily BriefsJapan Daily Brief Japan: Fuji Soft Inc, Taisho Pharmaceutical Holdin, T&K Toka Co Ltd, TSE Tokyo Price Index TOPIX and more In today’s briefing: Fuji Soft (9749 JP): A Potential Privatisation Faces Challenges(Mostly) Asia-Pac Weekly Risk…Smartkarma Daily BriefsJanuary 14, 2024
Daily BriefsJapan Daily Brief Japan: Benesse Holdings, Money Forward , Asahi Broadcasting, Nikkei 225, Honda Motor Co Ltd (Adr), Sony Corp and more In today’s briefing: Benesse (9783) - Through Terms But Maybe Not Enough To Threaten Bump…Smartkarma Daily BriefsJanuary 13, 2024
Daily BriefsMacro Daily Brief Macro: [Counting Beans #2] Soybean Prices Maintain Support at USc 1 and more In today’s briefing: Soybean Prices Maintain Support at USc 1,300Malaysia Politics: Cabinet Reshuffle Brings Upsides…Smartkarma Daily BriefsDecember 20, 2023
Daily BriefsMacro Daily Brief Macro: The 2024 Liquidity BOOM? and more In today’s briefing: The 2024 Liquidity BOOM?Positioning Watch – Buy everything seems to be consensusThe…Smartkarma Daily BriefsDecember 19, 2023
Daily BriefsMacro Daily Brief Macro: Avoiding a Lost Decade: China’s Real Estate Adjustment Reaches Critical Juncture in 2024 and more In today’s briefing: Avoiding a Lost Decade: China’s Real Estate Adjustment Reaches Critical Juncture in…Smartkarma Daily BriefsDecember 18, 2023
Daily BriefsMacro Daily Brief Macro: The Psychology of Money: A Book Review and more In today’s briefing: The Psychology of Money: A Book Review The Psychology of Money: A…Smartkarma Daily BriefsDecember 17, 2023
Daily BriefsMacro Daily Brief Macro: Mint Macro Roundup: BoE and ECB Policy Meetings and more In today’s briefing: Mint Macro Roundup: BoE and ECB Policy MeetingsPortfolio Changes – Fed Exuberance…Smartkarma Daily BriefsDecember 16, 2023
Daily BriefsMacro Daily Brief Macro: Fed Snap (Dec 13 Meeting): Current & Future Takeaways and more In today’s briefing: Fed Snap (Dec 13 Meeting): Current & Future TakeawaysMint Macro Roundup: Powell…Smartkarma Daily BriefsDecember 15, 2023
CryptoDaily Briefs Daily Brief Crypto: Tornado Cash Blacklisted and more In today’s briefing: Tornado Cash Blacklisted Tornado Cash BlacklistedBy CoinstackTypically, there are one of two…Smartkarma Daily BriefsAugust 12, 2022
CryptoDaily Briefs Daily Brief Crypto: Sporting Crypto – Barcelona FC And Socios Sign $100 Million Deal and more In today’s briefing: Sporting Crypto - Barcelona FC And Socios Sign $100 Million Deal Sporting…Smartkarma Daily BriefsAugust 9, 2022
CryptoDaily Briefs Daily Brief Crypto: Decentraland and more In today’s briefing: DecentralandDeFi Options Protocols Series (#2): The Story of David and Goliath? DecentralandBy…Smartkarma Daily BriefsAugust 8, 2022
CryptoDaily Briefs Daily Brief Crypto: #33 To be or not to be a security and more In today’s briefing: #33 To be or not to be a securitySporting Crypto - August…Smartkarma Daily BriefsAugust 2, 2022
CryptoDaily Briefs Daily Brief Crypto: Sporting Crypto – July 25th 2022: RTFKT & Nike Push the ‘Phygital’ Boundaries and more In today’s briefing: Sporting Crypto - July 25th 2022: RTFKT & Nike Push the 'Phygital'…Smartkarma Daily BriefsJuly 26, 2022
CryptoDaily Briefs Daily Brief Crypto: Ethereum Block Explorer: Part One and more In today’s briefing: Ethereum Block Explorer: Part OneBinance Names 27 Projects in Latest Blockchain Incubator…Smartkarma Daily BriefsJuly 25, 2022
Daily BriefsMost Read Most Read: Fuji Soft Inc, Open House, BYD Electronics, Shinko Electric Industries, Nikkei 225, Posco DX, Samsung Electronics, Strike Energy and more In today’s briefing: Fuji Soft (9749 JP): A Potential Privatisation Faces ChallengesFuji Soft (9749) -…Smartkarma Daily BriefsJanuary 15, 2024
Daily BriefsMost Read Most Read: WuXi XDC Cayman , Posco DX, Shriram Finance , Zhongsheng Group, Wipro Ltd, Fujitsu Ltd, Fuji Soft Inc, Taiwan Semiconductor (TSMC) – ADR, Genting Singapore, BYD Electronics and more In today’s briefing: HSCI Index Rebalance Preview and Stock Connect: Potential Changes in MarchIndex Rebalance…Smartkarma Daily BriefsJanuary 14, 2024
Daily BriefsMost Read Most Read: Daiwa House Reit Investment, Inabata & Co, Wipro Ltd, Bank Of Japan, Fast Retailing, Orecorp Ltd, KB Financial, Fujitsu Ltd, Benesse Holdings, Samsung Electronics and more In today’s briefing: Japan - Increasing Shorts on Some Interesting StocksInabata & Co (8098) -…Smartkarma Daily BriefsJanuary 13, 2024
Daily BriefsMost Read Most Read: Samsung Electronics, Daiwa House Reit Investment, Lasertec Corp, Bank Of Japan, IJTT Co., Ltd., Taisho Pharmaceutical Holdin, Shanghai Rural Commercial Bank, Fast Retailing, InterGlobe Aviation Ltd and more In today’s briefing: Lee Family to Sell 2.6 Trillion Won in Samsung Companies to Pay…Smartkarma Daily BriefsJanuary 12, 2024
Daily BriefsMost Read Most Read: Samsung Electronics, Visional , Taisho Pharmaceutical Holdin, China Everbright Bank Co A, Lasertec Corp, Pacific Textiles, Alibaba (ADR), Korea Stock Exchange KOSPI 200 and more In today’s briefing: Lee Family to Sell 2.6 Trillion Won in Samsung Companies to Pay…Smartkarma Daily BriefsJanuary 11, 2024
Daily BriefsMost Read Most Read: Samsonite, Socionext, Visional , T&K Toka Co Ltd, Wilmar International, Tencent, Ayala Corporation, Alibaba (ADR) and more In today’s briefing: Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for MarchMarch 2024 Nikkei…Smartkarma Daily BriefsJanuary 10, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Korea’s Short Selling Ban to Stay and more In today’s briefing: Korea's Short Selling Ban to Stay, Likely Until EquiLend-Korean Version LaunchNew Year…Smartkarma Daily BriefsJanuary 5, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Celltrion Pharm (068760 KS) Looks Frothy and more In today’s briefing: Celltrion Pharm (068760 KS) Looks FrothyKRX New Deal Index Rebalance Preview: Changes…Smartkarma Daily BriefsJanuary 4, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Allkem + Livent = Arcadium : Updated Expected Index Flows and more In today’s briefing: Allkem + Livent = Arcadium : Updated Expected Index FlowsHSCI Index Rebalance…Smartkarma Daily BriefsJanuary 3, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HSCEI Index Rebalance Preview: Zhongsheng (881 HK) Should Go This Time and more In today’s briefing: HSCEI Index Rebalance Preview: Zhongsheng (881 HK) Should Go This TimeInsiders Related…Smartkarma Daily BriefsJanuary 2, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Merger Arb Mondays (01 Jan) – Weiqiao Textile and more In today’s briefing: Merger Arb Mondays (01 Jan) - Weiqiao Textile, IRC, IJTT, JSR, Shinko…Smartkarma Daily BriefsJanuary 1, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HK Connect SOUTHBOUND Flows (To 29Dec23); CNOOC & Telcos to the BUY Side and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 29Dec23); CNOOC & Telcos to the BUY…Smartkarma Daily BriefsDecember 31, 2023
Daily BriefsECM Daily Brief ECM: Huge Denso (6902) Secondary Sale by Toyota Group – Admiral Ackbar Says “It’s A Trap!” and more In today’s briefing: Huge Denso (6902) Secondary Sale by Toyota Group - Admiral Ackbar Says…Smartkarma Daily BriefsNovember 30, 2023
Daily BriefsECM Daily Brief ECM: IREDA IPO Trading – Strong Insti Demand Boosts Overall Subscription Rates and more In today’s briefing: IREDA IPO Trading - Strong Insti Demand Boosts Overall Subscription Rates IREDA…Smartkarma Daily BriefsNovember 29, 2023
Daily BriefsECM Daily Brief ECM: Asahi Group (2502 JP): The Current Playbook and more In today’s briefing: Asahi Group (2502 JP): The Current PlaybookZeekr Pre-IPO - Quick Note -…Smartkarma Daily BriefsNovember 28, 2023
Daily BriefsECM Daily Brief ECM: Zensho Placement – Good Price to Raise At and more In today’s briefing: Zensho Placement - Good Price to Raise At, at Least for the…Smartkarma Daily BriefsNovember 27, 2023
Daily BriefsECM Daily Brief ECM: ZEEKR IPO Valuation Analysis: Next BYD or Tesla? and more In today’s briefing: ZEEKR IPO Valuation Analysis: Next BYD or Tesla?ECM Weekly (26th Nov 2023)…Smartkarma Daily BriefsNovember 26, 2023
Daily BriefsECM Daily Brief ECM: Zensho Holdings (7550) – ¥50bn Offering Is Not Meant For You and more In today’s briefing: Zensho Holdings (7550) - ¥50bn Offering Is Not Meant For You Zensho…Smartkarma Daily BriefsNovember 25, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Mobileye Profit Warning Is A Harbinger Of Gloom As Q423 Earnings Loom and more In today’s briefing: Mobileye Profit Warning Is A Harbinger Of Gloom As Q423 Earnings LoomChina…Smartkarma Daily BriefsJanuary 7, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Anhui Conch Cement (914 HK): Where Are We In The Cycle? and more In today’s briefing: Anhui Conch Cement (914 HK): Where Are We In The Cycle?Japan Airlines:…Smartkarma Daily BriefsJanuary 6, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taste Gourmet (8371 HK): Q3 FY24 Preview and Future Catalysts and more In today’s briefing: Taste Gourmet (8371 HK): Q3 FY24 Preview and Future CatalystsFast Retailing: Earnings…Smartkarma Daily BriefsJanuary 5, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: BYD (1211 HK): Sales Volume Up by 62% in 2023 and more In today’s briefing: BYD (1211 HK): Sales Volume Up by 62% in 2023Korean Holdcos Vs…Smartkarma Daily BriefsJanuary 4, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Plane Crash at Haneda Airport; Negative for Japan Airport Terminal and Japan Airlines and more In today’s briefing: Plane Crash at Haneda Airport; Negative for Japan Airport Terminal and Japan…Smartkarma Daily BriefsJanuary 3, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China’s Tourism Recovery Versus Other Major Tourist Sources in Asia: Delayed and more In today’s briefing: China's Tourism Recovery Versus Other Major Tourist Sources in Asia: Delayed, Not…Smartkarma Daily BriefsJanuary 2, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Alchip Technologies, Flowing Cloud Technology, Globalwafers, China Unicom Hong Kong, Alibaba (ADR), Silergy Corp and more In today’s briefing: Alchip Technologies GDR Offering - Has Been Riding on an Unwavering Momentum…Smartkarma Daily BriefsJanuary 17, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Suzhou Novosense Microelectron, L&F Co Ltd, China Mobile, Softbank Group, E2open Parent Holdings Inc and more In today’s briefing: Quiddity Leaderboard STAR 50 Mar 24: Three Changes; ~US$1bn One-Way; Some Trade…Smartkarma Daily BriefsJanuary 16, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Fuji Soft Inc, Shinko Electric Industries, Posco DX, Foxconn Industrial Internet, Alibaba (ADR), China Mobile and more In today’s briefing: Fuji Soft (9749) - Much Better Governance Process But The Stock Has…Smartkarma Daily BriefsJanuary 15, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Fuji Soft Inc, Taiwan Semiconductor (TSMC) – ADR, BYD Electronics, Samsung Electronics and more In today’s briefing: Fuji Soft (9749 JP): A Potential Privatisation Faces ChallengesTSMC Finishes 2023 With…Smartkarma Daily BriefsJanuary 14, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Amazon.com Inc, Money Forward , Micron Technology, Nutanix Inc, PSQ Holdings , Adobe Systems, Western Digital, Fidelity National Info Serv, Netgear Inc, IAC and more In today’s briefing: Super Sevens Will Continue to Dominate Markets in 2024Money Forward (3994) |…Smartkarma Daily BriefsJanuary 13, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Alibaba (ADR), Wipro Ltd, Fujitsu Ltd, Flex, GigaVis, Taiwan Semiconductor (TSMC) – ADR, Zhubajie Co Ltd, Talktalk Telecom, Xperi, Samsung Electronics and more In today’s briefing: : Return to Taobao Is a Return to Lower Take-RateSENSEX Index Rebalance…Smartkarma Daily BriefsJanuary 12, 2024
ChinaDaily Briefs Daily Brief China: Pacific Textiles, Xtep International, Shui On Land, Acotec Scientific Holdings, Road King Infrastructure and more In today’s briefing: Pacific Textiles (1382 HK): Material BenefitsXtep International (1368 HK): Strong Headline Retail…Smartkarma Daily BriefsJanuary 11, 2024
ChinaDaily Briefs Daily Brief China: China Everbright Bank Co A, Alibaba (ADR), Shougang Fushan Resources, KE Holdings , Tongcheng Travel Holdings , Mixue Group, Guming Holdings and more In today’s briefing: Offshore China ETFs Rebalance Preview: Two Changes Expected in MarchAequitas 2024 Asia…Smartkarma Daily BriefsJanuary 10, 2024
ChinaDaily Briefs Daily Brief China: Oriental Watch, Alibaba (ADR), PDD Holdings, MIXUE Group, S.F. Holding, Tencent, IVF Hospital Management Group Limited, AAC Technologies Holdings, Adani Green Energy and more In today’s briefing: Oriental Watch (398 HK): Ex-Dividend, Cash Levels To Mkt Cap at 60%,…Smartkarma Daily BriefsJanuary 9, 2024
ChinaDaily Briefs Daily Brief China: Alibaba (ADR), CNOOC Ltd, Wuxi Biologics, Anta Sports Products, Weiqiao Textile Co, China Mobile, Hang Seng Index, PDD Holdings, BYD and more In today’s briefing: Alibaba (BABA US): No Where to Go but UpA/H Premium Tracker (To…Smartkarma Daily BriefsJanuary 8, 2024
ChinaDaily Briefs Daily Brief China: Mixue Group, CanSino Biologics and more In today’s briefing: MIXUE Group IPO: The Investment CaseChina Healthcare Weekly (Jan.5) - WuXi XDC,…Smartkarma Daily BriefsJanuary 7, 2024
ChinaDaily Briefs Daily Brief China: Kerry Logistics Network, Anhui Conch Cement, SJM Holdings, New China Life Insurance and more In today’s briefing: Kerry Express (KEX TB): Kerry Logistics (636 HK)'s In-Specie Triggers MTOAnhui Conch…Smartkarma Daily BriefsJanuary 6, 2024
Daily BriefsJapan Daily Brief Japan: Anycolor , Yamae Group Holdings, TSE Tokyo Price Index TOPIX, Hisamitsu Pharmaceutical Co and more In today’s briefing: TOPIX Jan FFW Change - Visional (4194), Anycolor (5032), Furuya Metal (7826)Yamae…Smartkarma Daily BriefsJanuary 18, 2024
Daily BriefsJapan Daily Brief Japan: Benefit One Inc and more In today’s briefing: Benefit One (2412): The Plot ThickensBenefit One (2412 JP): Who Will Blink…Smartkarma Daily BriefsJanuary 17, 2024
Daily BriefsJapan Daily Brief Japan: Japan Exchange Group, Seven & I Holdings, TRYT , ASICS Corp, Nippon Sanso Holdings, Softbank Group and more In today’s briefing: Japan Governance | The TSE Naughty ListSeven & I Spends Another $950mn…Smartkarma Daily BriefsJanuary 16, 2024
Daily BriefsJapan Daily Brief Japan: Fuji Soft Inc, Open House, Shinko Electric Industries, Saizeriya, Sumitomo Pharma and more In today’s briefing: Fuji Soft (9749) - Much Better Governance Process But The Stock Has…Smartkarma Daily BriefsJanuary 15, 2024
Daily BriefsJapan Daily Brief Japan: Fuji Soft Inc, Taisho Pharmaceutical Holdin, T&K Toka Co Ltd, TSE Tokyo Price Index TOPIX and more In today’s briefing: Fuji Soft (9749 JP): A Potential Privatisation Faces Challenges(Mostly) Asia-Pac Weekly Risk…Smartkarma Daily BriefsJanuary 14, 2024
Daily BriefsJapan Daily Brief Japan: Benesse Holdings, Money Forward , Asahi Broadcasting, Nikkei 225, Honda Motor Co Ltd (Adr), Sony Corp and more In today’s briefing: Benesse (9783) - Through Terms But Maybe Not Enough To Threaten Bump…Smartkarma Daily BriefsJanuary 13, 2024
Daily BriefsMacro Daily Brief Macro: [Counting Beans #2] Soybean Prices Maintain Support at USc 1 and more In today’s briefing: Soybean Prices Maintain Support at USc 1,300Malaysia Politics: Cabinet Reshuffle Brings Upsides…Smartkarma Daily BriefsDecember 20, 2023
Daily BriefsMacro Daily Brief Macro: The 2024 Liquidity BOOM? and more In today’s briefing: The 2024 Liquidity BOOM?Positioning Watch – Buy everything seems to be consensusThe…Smartkarma Daily BriefsDecember 19, 2023
Daily BriefsMacro Daily Brief Macro: Avoiding a Lost Decade: China’s Real Estate Adjustment Reaches Critical Juncture in 2024 and more In today’s briefing: Avoiding a Lost Decade: China’s Real Estate Adjustment Reaches Critical Juncture in…Smartkarma Daily BriefsDecember 18, 2023
Daily BriefsMacro Daily Brief Macro: The Psychology of Money: A Book Review and more In today’s briefing: The Psychology of Money: A Book Review The Psychology of Money: A…Smartkarma Daily BriefsDecember 17, 2023
Daily BriefsMacro Daily Brief Macro: Mint Macro Roundup: BoE and ECB Policy Meetings and more In today’s briefing: Mint Macro Roundup: BoE and ECB Policy MeetingsPortfolio Changes – Fed Exuberance…Smartkarma Daily BriefsDecember 16, 2023
Daily BriefsMacro Daily Brief Macro: Fed Snap (Dec 13 Meeting): Current & Future Takeaways and more In today’s briefing: Fed Snap (Dec 13 Meeting): Current & Future TakeawaysMint Macro Roundup: Powell…Smartkarma Daily BriefsDecember 15, 2023
CryptoDaily Briefs Daily Brief Crypto: Tornado Cash Blacklisted and more In today’s briefing: Tornado Cash Blacklisted Tornado Cash BlacklistedBy CoinstackTypically, there are one of two…Smartkarma Daily BriefsAugust 12, 2022
CryptoDaily Briefs Daily Brief Crypto: Sporting Crypto – Barcelona FC And Socios Sign $100 Million Deal and more In today’s briefing: Sporting Crypto - Barcelona FC And Socios Sign $100 Million Deal Sporting…Smartkarma Daily BriefsAugust 9, 2022
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