Daily BriefsMost Read Most Read: Tower Bersama Infrastructure, Aoki Super, Wuxi Biologics, L&F Co Ltd, Socionext, Samsonite, TDCX, Hollysys Automation Technologies, Wipro Ltd, Doosan Robotics and more In today’s briefing: LQ45 Index Rebalance Preview (Jan): Reading the Tea LeavesAoki Super (9977) MBO…Smartkarma Daily BriefsJanuary 9, 2024
Daily BriefsMost Read Most Read: Shriram Finance , Alibaba (ADR), CNOOC Ltd, Aoki Super, Wuxi Biologics, Inabata & Co, Celltrion Pharm, Tower Bersama Infrastructure, Ola Electric, Weiqiao Textile Co and more In today’s briefing: Index Rebalance & ETF Flow Recap: HSCEI, HSCI, KRX New Deal, NIFTY50,…Smartkarma Daily BriefsJanuary 8, 2024
Daily BriefsMost Read Most Read: Gresham House PLC, Tongcheng Travel Holdings , WuXi XDC Cayman , Posco DX, Zhongsheng Group, Hollysys Automation Technologies, Aoki Super, Shriram Finance and more In today’s briefing: Smartkarma Webinar | Top Trade Ideas in European Event-DrivenIndex Rebalance & ETF…Smartkarma Daily BriefsJanuary 7, 2024
Daily BriefsMost Read Most Read: Korea Stock Exchange Kospi Index, TSE Tokyo Price Index TOPIX, Jio Financial Services, Samsung Electronics Pref Shares, Fast Retailing, BYD Electronics, Aoki Super, Hyundai Hyms , Kerry Logistics Network and more In today’s briefing: Korea's Short Selling Ban to Stay, Likely Until EquiLend-Korean Version LaunchNew Year…Smartkarma Daily BriefsJanuary 6, 2024
Daily BriefsMost Read Most Read: Livent, Douzone Bizon, Korea Stock Exchange Kospi Index, Jio Financial Services, TSE Tokyo Price Index TOPIX, Amorepacific Corp, Samsung Electronics Pref Shares, People’s Insurance (PICC), Ola Electric, Lippo Malls Indonesia Retail Trust and more In today’s briefing: Allkem + Livent = Arcadium : Updated Expected Index FlowsKRX New Deal…Smartkarma Daily BriefsJanuary 5, 2024
Daily BriefsMost Read Most Read: WuXi XDC Cayman , Livent, BYD, Shriram Finance , Celltrion Pharm, Posco International Corporation, Amorepacific Corp, Douzone Bizon and more In today’s briefing: Allkem+Livent=Arcadium : Expected Index FlowsHSCI Index Rebalance Preview and Stock Connect: Potential…Smartkarma Daily BriefsJanuary 4, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Investigating the Use of SSF Listing Events as Fresh Flow Trading Opportunities in Korea and more In today’s briefing: Investigating the Use of SSF Listing Events as Fresh Flow Trading Opportunities…Smartkarma Daily BriefsDecember 30, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: StubWorld: Swire Pac Trading “Rich” As Props Announces Big Write-Down and more In today’s briefing: StubWorld: Swire Pac Trading "Rich" As Props Announces Big Write-DownBoart Longyear's (ASX:BLY)…Smartkarma Daily BriefsDecember 29, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Kum Yang: Announces Its Shares Will Be Listed on the US Stock Market Through ADRs and more In today’s briefing: Kum Yang: Announces Its Shares Will Be Listed on the US Stock…Smartkarma Daily BriefsDecember 28, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Fujitsu General (6755) – Fujitsu Wants Out and more In today’s briefing: Fujitsu General (6755) - Fujitsu Wants Out, May Force the IssueIJTT (7315…Smartkarma Daily BriefsDecember 27, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: IJTT (7315 JP) – Truly Offensive Takeover Price Gets Bumped and more In today’s briefing: IJTT (7315 JP) - Truly Offensive Takeover Price Gets Bumped, OffensivelyJapan -…Smartkarma Daily BriefsDecember 26, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: A/H Premium Tracker (To 22 Dec 23): Wide Premia Narrow; Narrow Premia Widen. Stay Long Hs Vs As and more In today’s briefing: A/H Premium Tracker (To 22 Dec 23): Wide Premia Narrow; Narrow Premia…Smartkarma Daily BriefsDecember 25, 2023
Daily BriefsECM Daily Brief ECM: Juniper Hotels Pre-IPO – Has Been Recovering Well and more In today’s briefing: Juniper Hotels Pre-IPO - Has Been Recovering WellFedbank Financial IPO - Strong…Smartkarma Daily BriefsNovember 24, 2023
Daily BriefsECM Daily Brief ECM: Zeekr Pre-IPO – Thoughts on Valuation and more In today’s briefing: Zeekr Pre-IPO - Thoughts on ValuationTata Technologies IPO- Forensic AnalysisDS Dansuk IPO…Smartkarma Daily BriefsNovember 23, 2023
Daily BriefsECM Daily Brief ECM: Indian Renewable Energy Development Authority IPO – A Top Player in Indian Renewable Financing and more In today’s briefing: Indian Renewable Energy Development Authority IPO - A Top Player in Indian…Smartkarma Daily BriefsNovember 22, 2023
Daily BriefsECM Daily Brief ECM: Large GS Yuasa (6674) Placement – 20% Dilution and more In today’s briefing: Large GS Yuasa (6674) Placement - 20% Dilution, Needs Lots of LoveGS…Smartkarma Daily BriefsNovember 21, 2023
Daily BriefsECM Daily Brief ECM: Tata Technologies IPO: Valuation Insights and more In today’s briefing: Tata Technologies IPO: Valuation InsightsWuXi XDC (2268.HK) - How Long Will the…Smartkarma Daily BriefsNovember 20, 2023
Daily BriefsECM Daily Brief ECM: ECM Weekly (19th Nov 2023)- Asahi and more In today’s briefing: ECM Weekly (19th Nov 2023)- Asahi, Ajinomoto, Steadfast, Karoon, Wuxi, Ecopro, Zeekr,…Smartkarma Daily BriefsNovember 19, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Nvidia Vs. Taiwan Short Basket: Hedge Working; CES 2024 Likely Positive for Nvidia Vs. Basket and more In today’s briefing: Nvidia Vs. Taiwan Short Basket: Hedge Working; CES 2024 Likely Positive for…Smartkarma Daily BriefsJanuary 1, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Media IC Monitor: Himax Showing Relative Display Strength Thanks to Auto Exposure; CES Event Ahead and more In today’s briefing: Media IC Monitor: Himax Showing Relative Display Strength Thanks to Auto Exposure;…Smartkarma Daily BriefsDecember 31, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: [Blue Lotus Logistics Sector Update]: Overseas E-Commerce Brews New Logistics Players and more In today’s briefing: : Overseas E-Commerce Brews New Logistics PlayersMicron. Earnings Puts & Takes. Take…Smartkarma Daily BriefsDecember 30, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC (2330.TT; TSM.US): If Intel Was Split Up and more In today’s briefing: TSMC (2330.TT; TSM.US): If Intel Was Split Up, What Impact Will It…Smartkarma Daily BriefsDecember 29, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Shenzhou Intl (2313 HK): Nike Guidance Cut Presents An Opportunity and more In today’s briefing: Shenzhou Intl (2313 HK): Nike Guidance Cut Presents An OpportunityDatamatics Global Services…Smartkarma Daily BriefsDecember 28, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC (2330.TT; TSM.US): The 1Q24F Revenue Outlook and the Progress for Intel and more In today’s briefing: TSMC (2330.TT; TSM.US): The 1Q24F Revenue Outlook and the Progress for Intel,…Smartkarma Daily BriefsDecember 27, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Samsung Electronics, Lasertec Corp, Korea Stock Exchange KOSPI 200, Hon Hai Precision Industry, Micoworks and more In today’s briefing: Samsung Electronics Placement - Somewhat Well Flagged but Could Have Timed It…Smartkarma Daily BriefsJanuary 11, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Alibaba (ADR), Money Forward , Revfin Services Pvt , Mobileye Global, Hostel Hunting Sdn , Komunal Financial Indonesia PT, Pagseguro Digital Ltd, Semaai , Nano Dimension and more In today’s briefing: Aequitas 2024 Asia IPO Pipeline - Hong KongMoney Forward (3394) | Looking…Smartkarma Daily BriefsJanuary 10, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: L&F Co Ltd, Socionext, Hollysys Automation Technologies, Wipro Ltd, Shift Inc, Tencent, AAC Technologies Holdings 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 BriefsTMT/Internet Daily Brief TMT/Internet: Alibaba (ADR), Tower Bersama Infrastructure, China Mobile, Taiwan Semiconductor (TSMC) – ADR, Hollysys Automation Technologies, TDCX and more In today’s briefing: Alibaba (BABA US): No Where to Go but UpLQ45 Index Rebalance Preview…Smartkarma Daily BriefsJanuary 8, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Mobileye Global, Vanguard Intl Semiconductor, Dell Technologies and more In today’s briefing: Mobileye Profit Warning Is A Harbinger Of Gloom As Q423 Earnings LoomVanguard…Smartkarma Daily BriefsJanuary 7, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: United Microelectronics Corp, A10 Networks, LaKeel and more In today’s briefing: UMC (2303.TT; UMC.US): 1Q24F Outlook, the Wafer Demand of MediaTek and Samsung.ATEN:…Smartkarma Daily BriefsJanuary 6, 2024
ChinaDaily Briefs Daily Brief China: Taste Gourmet, People’s Insurance (PICC), BYD Electronics, Cloudbreak Pharma, SJM Holdings and more In today’s briefing: Taste Gourmet (8371 HK): Q3 FY24 Preview and Future CatalystsPICC's (1339 HK)'s…Smartkarma Daily BriefsJanuary 5, 2024
ChinaDaily Briefs Daily Brief China: BYD, HKEX, Kweichow Moutai, I-Mab, QuantumPharm, PetroChina, Yichang HEC Changjiang Pharma and more In today’s briefing: BYD (1211 HK): Sales Volume Up by 62% in 2023HKEX - Worsening…Smartkarma Daily BriefsJanuary 4, 2024
ChinaDaily Briefs Daily Brief China: WuXi XDC Cayman , China Tourism Group Duty Free Corp Ltd, Dada Nexus , J&T Global Express and more In today’s briefing: HSCI Index Rebalance Preview and Stock Connect: Potential Changes in MarchChina Tourism…Smartkarma Daily BriefsJanuary 3, 2024
ChinaDaily Briefs Daily Brief China: Zhongsheng Group, CIMC Enric Holdings, Trip.com, Tencent and more In today’s briefing: HSCEI Index Rebalance Preview: Zhongsheng (881 HK) Should Go This TimeCIMC Enric…Smartkarma Daily BriefsJanuary 2, 2024
ChinaDaily Briefs Daily Brief China: Weiqiao Textile Co, Vinda International, Alibaba (ADR), Baidu, NetEase and more In today’s briefing: Merger Arb Mondays (01 Jan) - Weiqiao Textile, IRC, IJTT, JSR, Shinko…Smartkarma Daily BriefsJanuary 1, 2024
ChinaDaily Briefs Daily Brief China: China Mobile, Swire Pacific (A), LONGi Green Energy Technology, Ganfeng Lithium and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 29Dec23); CNOOC & Telcos to the BUY…Smartkarma Daily BriefsDecember 31, 2023
Daily BriefsJapan Daily Brief Japan: IJTT Co., Ltd., Taisho Pharmaceutical Holdin, Fast Retailing, Fujitsu Ltd, TSE Tokyo Price Index TOPIX and more In today’s briefing: IJTT (7315) - Last Trading Day for Still Truly Offensive Tender OfferTaisho…Smartkarma Daily BriefsJanuary 12, 2024
Daily BriefsJapan Daily Brief Japan: Taisho Pharmaceutical Holdin, Lasertec Corp, Arara , Bank Of Japan, Micoworks and more In today’s briefing: Taisho Pharma (4581) - Slouching Activism May Not Get This BumpedLasertec (6920)…Smartkarma Daily BriefsJanuary 11, 2024
Daily BriefsJapan Daily Brief Japan: Visional , T&K Toka Co Ltd, Suruga Bank Ltd, Ana Holdings, Money Forward , TSE Tokyo Price Index TOPIX, ROHM Co Ltd 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 BriefsJapan Daily Brief Japan: Socionext, Fast Retailing, Inabata & Co, Shift Inc, Japan Airlines, Ferrotec Corp and more In today’s briefing: March 2024 Nikkei 225 Rebal: Socionext, Disco, and a Consumer Goods Stock,…Smartkarma Daily BriefsJanuary 9, 2024
Daily BriefsJapan Daily Brief Japan: Inabata & Co, TSE Tokyo Price Index TOPIX and more In today’s briefing: Inabata & Co (8098) - LARGE Equity Secondary Offering by Sumitomo Chemical"Requests"…Smartkarma Daily BriefsJanuary 8, 2024
Daily BriefsJapan Daily Brief Japan: Aoki Super, TSE Tokyo Price Index TOPIX 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 BriefsMacro Daily Brief Macro: Foreign Investors Allowed to Begin Buying Korean Stocks Without Prior Authorization on 14 December and more In today’s briefing: Foreign Investors Allowed to Begin Buying Korean Stocks Without Prior Authorization on…Smartkarma Daily BriefsDecember 14, 2023
Daily BriefsMacro Daily Brief Macro: In A Bitcoin Frenzy; Long BTC Miners & Short BTC and more In today’s briefing: In A Bitcoin Frenzy; Long BTC Miners & Short BTCUK: Growing Through…Smartkarma Daily BriefsDecember 13, 2023
Daily BriefsMacro Daily Brief Macro: 2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong – Part 1 and more In today’s briefing: 2024 High Conviction Idea: The Case for a Rotation Out of Japan…Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsMacro Daily Brief Macro: Steno Signals #77 – Oil Demand Is ALL TIME HIGH and more In today’s briefing: Steno Signals #77 – Oil Demand Is ALL TIME HIGHThe Animal Spirits…Smartkarma Daily BriefsDecember 11, 2023
Daily BriefsMacro Daily Brief Macro: Bumper Brazil Harvest To Depress Near-Term Sugar Price Despite Indian Export & Blending Restrictions and more In today’s briefing: Bumper Brazil Harvest To Depress Near-Term Sugar Price Despite Indian Export &…Smartkarma Daily BriefsDecember 9, 2023
Daily BriefsMacro Daily Brief Macro: What Do They Actually Mean by Inflation? and more In today’s briefing: What Do They Actually Mean by Inflation?EM by EM #33: Early Hikers…Smartkarma Daily BriefsDecember 8, 2023
CryptoDaily Briefs Daily Brief Crypto: A Quick Review of the Celsius Bankruptcy Filing and more In today’s briefing: A Quick Review of the Celsius Bankruptcy Filing A Quick Review of…Smartkarma Daily BriefsJuly 16, 2022
CryptoDaily Briefs Daily Brief Crypto: Bear Market Plays – Crypto Exchange Tokens and more In today’s briefing: Bear Market Plays - Crypto Exchange Tokens Bear Market Plays - Crypto…Smartkarma Daily BriefsJuly 15, 2022
CryptoDaily Briefs Crypto Daily Briefing: Ethereum and more | Smartkarma In today’s briefing:Dollar-Cost Averaging Dollar-Cost AveragingBy EtherbridgeOver the past two weeks in our Bear Market…Smartkarma Daily BriefsJuly 11, 2022
Daily BriefsMost Read Most Read: Tower Bersama Infrastructure, Aoki Super, Wuxi Biologics, L&F Co Ltd, Socionext, Samsonite, TDCX, Hollysys Automation Technologies, Wipro Ltd, Doosan Robotics and more In today’s briefing: LQ45 Index Rebalance Preview (Jan): Reading the Tea LeavesAoki Super (9977) MBO…Smartkarma Daily BriefsJanuary 9, 2024
Daily BriefsMost Read Most Read: Shriram Finance , Alibaba (ADR), CNOOC Ltd, Aoki Super, Wuxi Biologics, Inabata & Co, Celltrion Pharm, Tower Bersama Infrastructure, Ola Electric, Weiqiao Textile Co and more In today’s briefing: Index Rebalance & ETF Flow Recap: HSCEI, HSCI, KRX New Deal, NIFTY50,…Smartkarma Daily BriefsJanuary 8, 2024
Daily BriefsMost Read Most Read: Gresham House PLC, Tongcheng Travel Holdings , WuXi XDC Cayman , Posco DX, Zhongsheng Group, Hollysys Automation Technologies, Aoki Super, Shriram Finance and more In today’s briefing: Smartkarma Webinar | Top Trade Ideas in European Event-DrivenIndex Rebalance & ETF…Smartkarma Daily BriefsJanuary 7, 2024
Daily BriefsMost Read Most Read: Korea Stock Exchange Kospi Index, TSE Tokyo Price Index TOPIX, Jio Financial Services, Samsung Electronics Pref Shares, Fast Retailing, BYD Electronics, Aoki Super, Hyundai Hyms , Kerry Logistics Network and more In today’s briefing: Korea's Short Selling Ban to Stay, Likely Until EquiLend-Korean Version LaunchNew Year…Smartkarma Daily BriefsJanuary 6, 2024
Daily BriefsMost Read Most Read: Livent, Douzone Bizon, Korea Stock Exchange Kospi Index, Jio Financial Services, TSE Tokyo Price Index TOPIX, Amorepacific Corp, Samsung Electronics Pref Shares, People’s Insurance (PICC), Ola Electric, Lippo Malls Indonesia Retail Trust and more In today’s briefing: Allkem + Livent = Arcadium : Updated Expected Index FlowsKRX New Deal…Smartkarma Daily BriefsJanuary 5, 2024
Daily BriefsMost Read Most Read: WuXi XDC Cayman , Livent, BYD, Shriram Finance , Celltrion Pharm, Posco International Corporation, Amorepacific Corp, Douzone Bizon and more In today’s briefing: Allkem+Livent=Arcadium : Expected Index FlowsHSCI Index Rebalance Preview and Stock Connect: Potential…Smartkarma Daily BriefsJanuary 4, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Investigating the Use of SSF Listing Events as Fresh Flow Trading Opportunities in Korea and more In today’s briefing: Investigating the Use of SSF Listing Events as Fresh Flow Trading Opportunities…Smartkarma Daily BriefsDecember 30, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: StubWorld: Swire Pac Trading “Rich” As Props Announces Big Write-Down and more In today’s briefing: StubWorld: Swire Pac Trading "Rich" As Props Announces Big Write-DownBoart Longyear's (ASX:BLY)…Smartkarma Daily BriefsDecember 29, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Kum Yang: Announces Its Shares Will Be Listed on the US Stock Market Through ADRs and more In today’s briefing: Kum Yang: Announces Its Shares Will Be Listed on the US Stock…Smartkarma Daily BriefsDecember 28, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Fujitsu General (6755) – Fujitsu Wants Out and more In today’s briefing: Fujitsu General (6755) - Fujitsu Wants Out, May Force the IssueIJTT (7315…Smartkarma Daily BriefsDecember 27, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: IJTT (7315 JP) – Truly Offensive Takeover Price Gets Bumped and more In today’s briefing: IJTT (7315 JP) - Truly Offensive Takeover Price Gets Bumped, OffensivelyJapan -…Smartkarma Daily BriefsDecember 26, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: A/H Premium Tracker (To 22 Dec 23): Wide Premia Narrow; Narrow Premia Widen. Stay Long Hs Vs As and more In today’s briefing: A/H Premium Tracker (To 22 Dec 23): Wide Premia Narrow; Narrow Premia…Smartkarma Daily BriefsDecember 25, 2023
Daily BriefsECM Daily Brief ECM: Juniper Hotels Pre-IPO – Has Been Recovering Well and more In today’s briefing: Juniper Hotels Pre-IPO - Has Been Recovering WellFedbank Financial IPO - Strong…Smartkarma Daily BriefsNovember 24, 2023
Daily BriefsECM Daily Brief ECM: Zeekr Pre-IPO – Thoughts on Valuation and more In today’s briefing: Zeekr Pre-IPO - Thoughts on ValuationTata Technologies IPO- Forensic AnalysisDS Dansuk IPO…Smartkarma Daily BriefsNovember 23, 2023
Daily BriefsECM Daily Brief ECM: Indian Renewable Energy Development Authority IPO – A Top Player in Indian Renewable Financing and more In today’s briefing: Indian Renewable Energy Development Authority IPO - A Top Player in Indian…Smartkarma Daily BriefsNovember 22, 2023
Daily BriefsECM Daily Brief ECM: Large GS Yuasa (6674) Placement – 20% Dilution and more In today’s briefing: Large GS Yuasa (6674) Placement - 20% Dilution, Needs Lots of LoveGS…Smartkarma Daily BriefsNovember 21, 2023
Daily BriefsECM Daily Brief ECM: Tata Technologies IPO: Valuation Insights and more In today’s briefing: Tata Technologies IPO: Valuation InsightsWuXi XDC (2268.HK) - How Long Will the…Smartkarma Daily BriefsNovember 20, 2023
Daily BriefsECM Daily Brief ECM: ECM Weekly (19th Nov 2023)- Asahi and more In today’s briefing: ECM Weekly (19th Nov 2023)- Asahi, Ajinomoto, Steadfast, Karoon, Wuxi, Ecopro, Zeekr,…Smartkarma Daily BriefsNovember 19, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Nvidia Vs. Taiwan Short Basket: Hedge Working; CES 2024 Likely Positive for Nvidia Vs. Basket and more In today’s briefing: Nvidia Vs. Taiwan Short Basket: Hedge Working; CES 2024 Likely Positive for…Smartkarma Daily BriefsJanuary 1, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Media IC Monitor: Himax Showing Relative Display Strength Thanks to Auto Exposure; CES Event Ahead and more In today’s briefing: Media IC Monitor: Himax Showing Relative Display Strength Thanks to Auto Exposure;…Smartkarma Daily BriefsDecember 31, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: [Blue Lotus Logistics Sector Update]: Overseas E-Commerce Brews New Logistics Players and more In today’s briefing: : Overseas E-Commerce Brews New Logistics PlayersMicron. Earnings Puts & Takes. Take…Smartkarma Daily BriefsDecember 30, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC (2330.TT; TSM.US): If Intel Was Split Up and more In today’s briefing: TSMC (2330.TT; TSM.US): If Intel Was Split Up, What Impact Will It…Smartkarma Daily BriefsDecember 29, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Shenzhou Intl (2313 HK): Nike Guidance Cut Presents An Opportunity and more In today’s briefing: Shenzhou Intl (2313 HK): Nike Guidance Cut Presents An OpportunityDatamatics Global Services…Smartkarma Daily BriefsDecember 28, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC (2330.TT; TSM.US): The 1Q24F Revenue Outlook and the Progress for Intel and more In today’s briefing: TSMC (2330.TT; TSM.US): The 1Q24F Revenue Outlook and the Progress for Intel,…Smartkarma Daily BriefsDecember 27, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Samsung Electronics, Lasertec Corp, Korea Stock Exchange KOSPI 200, Hon Hai Precision Industry, Micoworks and more In today’s briefing: Samsung Electronics Placement - Somewhat Well Flagged but Could Have Timed It…Smartkarma Daily BriefsJanuary 11, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Alibaba (ADR), Money Forward , Revfin Services Pvt , Mobileye Global, Hostel Hunting Sdn , Komunal Financial Indonesia PT, Pagseguro Digital Ltd, Semaai , Nano Dimension and more In today’s briefing: Aequitas 2024 Asia IPO Pipeline - Hong KongMoney Forward (3394) | Looking…Smartkarma Daily BriefsJanuary 10, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: L&F Co Ltd, Socionext, Hollysys Automation Technologies, Wipro Ltd, Shift Inc, Tencent, AAC Technologies Holdings 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 BriefsTMT/Internet Daily Brief TMT/Internet: Alibaba (ADR), Tower Bersama Infrastructure, China Mobile, Taiwan Semiconductor (TSMC) – ADR, Hollysys Automation Technologies, TDCX and more In today’s briefing: Alibaba (BABA US): No Where to Go but UpLQ45 Index Rebalance Preview…Smartkarma Daily BriefsJanuary 8, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Mobileye Global, Vanguard Intl Semiconductor, Dell Technologies and more In today’s briefing: Mobileye Profit Warning Is A Harbinger Of Gloom As Q423 Earnings LoomVanguard…Smartkarma Daily BriefsJanuary 7, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: United Microelectronics Corp, A10 Networks, LaKeel and more In today’s briefing: UMC (2303.TT; UMC.US): 1Q24F Outlook, the Wafer Demand of MediaTek and Samsung.ATEN:…Smartkarma Daily BriefsJanuary 6, 2024
ChinaDaily Briefs Daily Brief China: Taste Gourmet, People’s Insurance (PICC), BYD Electronics, Cloudbreak Pharma, SJM Holdings and more In today’s briefing: Taste Gourmet (8371 HK): Q3 FY24 Preview and Future CatalystsPICC's (1339 HK)'s…Smartkarma Daily BriefsJanuary 5, 2024
ChinaDaily Briefs Daily Brief China: BYD, HKEX, Kweichow Moutai, I-Mab, QuantumPharm, PetroChina, Yichang HEC Changjiang Pharma and more In today’s briefing: BYD (1211 HK): Sales Volume Up by 62% in 2023HKEX - Worsening…Smartkarma Daily BriefsJanuary 4, 2024
ChinaDaily Briefs Daily Brief China: WuXi XDC Cayman , China Tourism Group Duty Free Corp Ltd, Dada Nexus , J&T Global Express and more In today’s briefing: HSCI Index Rebalance Preview and Stock Connect: Potential Changes in MarchChina Tourism…Smartkarma Daily BriefsJanuary 3, 2024
ChinaDaily Briefs Daily Brief China: Zhongsheng Group, CIMC Enric Holdings, Trip.com, Tencent and more In today’s briefing: HSCEI Index Rebalance Preview: Zhongsheng (881 HK) Should Go This TimeCIMC Enric…Smartkarma Daily BriefsJanuary 2, 2024
ChinaDaily Briefs Daily Brief China: Weiqiao Textile Co, Vinda International, Alibaba (ADR), Baidu, NetEase and more In today’s briefing: Merger Arb Mondays (01 Jan) - Weiqiao Textile, IRC, IJTT, JSR, Shinko…Smartkarma Daily BriefsJanuary 1, 2024
ChinaDaily Briefs Daily Brief China: China Mobile, Swire Pacific (A), LONGi Green Energy Technology, Ganfeng Lithium and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 29Dec23); CNOOC & Telcos to the BUY…Smartkarma Daily BriefsDecember 31, 2023
Daily BriefsJapan Daily Brief Japan: IJTT Co., Ltd., Taisho Pharmaceutical Holdin, Fast Retailing, Fujitsu Ltd, TSE Tokyo Price Index TOPIX and more In today’s briefing: IJTT (7315) - Last Trading Day for Still Truly Offensive Tender OfferTaisho…Smartkarma Daily BriefsJanuary 12, 2024
Daily BriefsJapan Daily Brief Japan: Taisho Pharmaceutical Holdin, Lasertec Corp, Arara , Bank Of Japan, Micoworks and more In today’s briefing: Taisho Pharma (4581) - Slouching Activism May Not Get This BumpedLasertec (6920)…Smartkarma Daily BriefsJanuary 11, 2024
Daily BriefsJapan Daily Brief Japan: Visional , T&K Toka Co Ltd, Suruga Bank Ltd, Ana Holdings, Money Forward , TSE Tokyo Price Index TOPIX, ROHM Co Ltd 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 BriefsJapan Daily Brief Japan: Socionext, Fast Retailing, Inabata & Co, Shift Inc, Japan Airlines, Ferrotec Corp and more In today’s briefing: March 2024 Nikkei 225 Rebal: Socionext, Disco, and a Consumer Goods Stock,…Smartkarma Daily BriefsJanuary 9, 2024
Daily BriefsJapan Daily Brief Japan: Inabata & Co, TSE Tokyo Price Index TOPIX and more In today’s briefing: Inabata & Co (8098) - LARGE Equity Secondary Offering by Sumitomo Chemical"Requests"…Smartkarma Daily BriefsJanuary 8, 2024
Daily BriefsJapan Daily Brief Japan: Aoki Super, TSE Tokyo Price Index TOPIX 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 BriefsMacro Daily Brief Macro: Foreign Investors Allowed to Begin Buying Korean Stocks Without Prior Authorization on 14 December and more In today’s briefing: Foreign Investors Allowed to Begin Buying Korean Stocks Without Prior Authorization on…Smartkarma Daily BriefsDecember 14, 2023
Daily BriefsMacro Daily Brief Macro: In A Bitcoin Frenzy; Long BTC Miners & Short BTC and more In today’s briefing: In A Bitcoin Frenzy; Long BTC Miners & Short BTCUK: Growing Through…Smartkarma Daily BriefsDecember 13, 2023
Daily BriefsMacro Daily Brief Macro: 2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong – Part 1 and more In today’s briefing: 2024 High Conviction Idea: The Case for a Rotation Out of Japan…Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsMacro Daily Brief Macro: Steno Signals #77 – Oil Demand Is ALL TIME HIGH and more In today’s briefing: Steno Signals #77 – Oil Demand Is ALL TIME HIGHThe Animal Spirits…Smartkarma Daily BriefsDecember 11, 2023
Daily BriefsMacro Daily Brief Macro: Bumper Brazil Harvest To Depress Near-Term Sugar Price Despite Indian Export & Blending Restrictions and more In today’s briefing: Bumper Brazil Harvest To Depress Near-Term Sugar Price Despite Indian Export &…Smartkarma Daily BriefsDecember 9, 2023
Daily BriefsMacro Daily Brief Macro: What Do They Actually Mean by Inflation? and more In today’s briefing: What Do They Actually Mean by Inflation?EM by EM #33: Early Hikers…Smartkarma Daily BriefsDecember 8, 2023
CryptoDaily Briefs Daily Brief Crypto: A Quick Review of the Celsius Bankruptcy Filing and more In today’s briefing: A Quick Review of the Celsius Bankruptcy Filing A Quick Review of…Smartkarma Daily BriefsJuly 16, 2022
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CryptoDaily Briefs Crypto Daily Briefing: Ethereum and more | Smartkarma In today’s briefing:Dollar-Cost Averaging Dollar-Cost AveragingBy EtherbridgeOver the past two weeks in our Bear Market…Smartkarma Daily BriefsJuly 11, 2022