Daily BriefsMost Read Most Read: Honda Motor, HDFC Bank, China Traditional Chinese Medicine, Stella International, Timee Inc, ASM Pacific Technology, Shinko Electric Industries, ESR Group , Barito Renewables Energy and more In today’s briefing: BIG ¥500bn Honda (7267) Offering Coming?HDFC Bank (HDFCB IN): Foreign Room Crosses…Smartkarma Daily BriefsJuly 4, 2024
Daily BriefsMost Read Most Read: Honda Motor, SenseTime Group , MS&AD Insurance, L’Occitane, Hyundai Mobis, CPMC Holdings, Robosense Technology, HDFC Bank, China Traditional Chinese Medicine, Stella International and more In today’s briefing: BIG ¥500bn Honda (7267) Offering Coming?HSCEI Index Rebalance Preview: Two Changes Likely…Smartkarma Daily BriefsJuly 3, 2024
Daily BriefsMost Read Most Read: Vanguard Intl Semiconductor, Keisei Electric Railway Co, L’Occitane, Fancl Corp, Shift Up, Aisin , Toenec Corp, Hollysys Automation Technologies, SenseTime Group and more In today’s briefing: TIP Taiwan Technology Dividend Highlight Index Rebalance: 12 Changes & US$4bn Round-Trip…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Telix Pharmaceuticals, Lunit , China Traditional Chinese Medicine, Taiwan Semiconductor (TSMC) – ADR, Vanguard Intl Semiconductor, Shanghai Henlius Biotech , Fancl Corp and more In today’s briefing: Last Week in Event SPACE: Keisei Electric, China Merchants, Great Eastern, Jardine…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsMost Read Most Read: Aisin , Nikkei 225, China Traditional Chinese Medicine, Lunit , Keisei Electric Railway Co, Sanil Electric, Polestar Automotive Holding UK, Tencent Music and more In today’s briefing: Big Aisin (7259) Offering Sets Stage for First Toyota Group Full UnwindEQD…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, MMG, Aisin , Brilliance China Automotive, LG Electronics, SK Networks, Emcure Pharmaceuticals, Bank Rakyat Indonesia and more In today’s briefing: China TCM (570.HK) Privatization Update - Investors May Need to Prepare for…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Shinko Electric (6967) – Break/Gap Risk Early July 2024 Update and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early July 2024 UpdateESR Group (1821…Smartkarma Daily BriefsJuly 4, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: BIG ¥500bn Honda (7267) Offering Coming? and more In today’s briefing: BIG ¥500bn Honda (7267) Offering Coming?Japan CorpGovReport Details: TSE "Mgmt Conscious of…Smartkarma Daily BriefsJuly 3, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Keisei Electric Investor Activism Update: The Vote Count Could Shake Keisei’s Board and more In today’s briefing: Keisei Electric Investor Activism Update: The Vote Count Could Shake Keisei’s BoardL’Occitane…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: TIP Taiwan Technology Dividend Highlight Index Rebalance: 12 Changes & US$4bn Round-Trip Trade and more In today’s briefing: TIP Taiwan Technology Dividend Highlight Index Rebalance: 12 Changes & US$4bn Round-Trip…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Weekly Deals Digest (30 Jun) – China TCM and more In today’s briefing: Weekly Deals Digest (30 Jun) - China TCM, Henlius, Midea RE, MMG,…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: SK Square + SK Networks Merger Swap: A Guide to Pre-Merger Arb Spread Calculations and more In today’s briefing: SK Square + SK Networks Merger Swap: A Guide to Pre-Merger Arb…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsECM Daily Brief ECM: Chenqi Technology IPO – Smallest in Scale and more In today’s briefing: Chenqi Technology IPO - Smallest in Scale, Sentiment Might Not Be the…Smartkarma Daily BriefsJuly 3, 2024
Daily BriefsECM Daily Brief ECM: Shift Up IPO Book Building Results Analysis and more In today’s briefing: Shift Up IPO Book Building Results AnalysisToenec (1946 JP) Offering - Nearly…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsECM Daily Brief ECM: Timee Pre-IPO – Peer Comparison – Stronger Growth Has Allowed It to Close the Margin Gap and more In today’s briefing: Timee Pre-IPO - Peer Comparison - Stronger Growth Has Allowed It to…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsECM Daily Brief ECM: Sanil Electric IPO: The Bull Case and more In today’s briefing: Sanil Electric IPO: The Bull CaseSF Holding Pre-IPO: Dominance in Domestic Time-Definite…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsECM Daily Brief ECM: Emcure Pharmaceuticals Pre-IPO: IPO Price Band Set; Steep Valuation Offers Limited Upside Potential and more In today’s briefing: Emcure Pharmaceuticals Pre-IPO: IPO Price Band Set; Steep Valuation Offers Limited Upside…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsECM Daily Brief ECM: Big Aisin (7259) Offering Sets Stage for First Toyota Group Full Unwind and more In today’s briefing: Big Aisin (7259) Offering Sets Stage for First Toyota Group Full UnwindAisin…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Fushan Energy (639 HK): Coking Coal Prices To Strengthen With Anglo Accident and more In today’s briefing: Fushan Energy (639 HK): Coking Coal Prices To Strengthen With Anglo AccidentMineral…Smartkarma Daily BriefsJuly 4, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: NVIDIA’s Conundrum… and more In today’s briefing: NVIDIA's Conundrum...Fast Retailing (9983) | Red Hot SummerThe Beat Ideas- Ratnaveer Precision…Smartkarma Daily BriefsJuly 3, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Aisin (7259) | Nine Months Ago and more In today’s briefing: Aisin (7259) | Nine Months AgoKorean Holdcos Vs Opcos Gap Trading Opportunities…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Dual-Listings Monitor: TSMC Premium Rangebound; UMC Hits Upper End of Range and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Premium Rangebound; UMC Hits Upper End of RangeChina…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: The Beat Ideas- Latent View Analytics: Harnessing Data & Analytics and more In today’s briefing: The Beat Ideas- Latent View Analytics: Harnessing Data & AnalyticsPT Metrodata Electronics…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Broadcom’s AI-Driven Growth Signals Upside Amid Stock Split Surges and more In today’s briefing: Broadcom's AI-Driven Growth Signals Upside Amid Stock Split SurgesBank Rakyat Indonesia (BBRI…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Taiwan Semiconductor (TSMC) – ADR, Blackcow Food Co Ltd A, Advanced Process Systems, Keywords Studios, SoundThinking and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early July 2024 UpdateTaiwan Tech Weekly:…Smartkarma Daily BriefsJuly 4, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, ASM Pacific Technology, Chenqi Technology Limited, Amazon.com Inc, 1Spatial Plc and more In today’s briefing: NVIDIA's Conundrum...HSTECH Index Rebalance Preview: ASM Pacific (522) Could Replace Ping An…Smartkarma Daily BriefsJuly 3, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shift Up, Hollysys Automation Technologies, SenseTime Group , Tesla , Chenqi Technology Limited, Toyo Corp, SK Hynix, Shanghai Voicecomm Information Technology, Will Semiconductor Shan and more In today’s briefing: Shift Up IPO Book Building Results AnalysisHollysys (HOLI US): Ascendent Finally Obtains…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Vanguard Intl Semiconductor, Asustek Computer, Tencent, Integral Ad Science Holding and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Premium Rangebound; UMC Hits Upper End of RangeTIP…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Latent View Analytics Ltd, Global Unichip, MoneyHero , Fastly Inc, Costar Group and more In today’s briefing: The Beat Ideas- Latent View Analytics: Harnessing Data & AnalyticsTechChain Insights: Call…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Broadcom , Dell Technologies , Singtel, Keywords Studios and more In today’s briefing: Broadcom's AI-Driven Growth Signals Upside Amid Stock Split SurgesTech Supply Chain Tracker…Smartkarma Daily BriefsJune 29, 2024
ChinaDaily Briefs Daily Brief China: China Traditional Chinese Medicine, Stella International, ASM Pacific Technology, Chenqi Technology Limited and more In today’s briefing: China TCM (570.HK) Update - Behind The Share Price Plunge and Prospects…Smartkarma Daily BriefsJuly 3, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, SenseTime Group , Agricultural Bank Of China, CPMC Holdings, APT Medical , Chenqi Technology Limited, Taste Gourmet, Shanghai Voicecomm Information Technology, Will Semiconductor Shan, Robosense Technology and more In today’s briefing: L’Occitane (973 HK): Conditional Offer OpensHSCEI Index Rebalance Preview: Two Changes Likely…Smartkarma Daily BriefsJuly 2, 2024
ChinaDaily Briefs Daily Brief China: Shanghai Henlius Biotech , China Resources Medical, Tencent, Perfect Medical Health, Shenyang Xingqi Pharmaceutical, China Water Affairs, Metalpha Technology Holding Lt and more In today’s briefing: Merger Arb Mondays (01 Jul) - Henlius, China TCM, GA Pack, CPMC,…Smartkarma Daily BriefsJuly 1, 2024
ChinaDaily Briefs Daily Brief China: China Traditional Chinese Medicine, Polestar Automotive Holding UK, Tencent Music, S.F. Holding and more In today’s briefing: Weekly Deals Digest (30 Jun) - China TCM, Henlius, Midea RE, MMG,…Smartkarma Daily BriefsJune 30, 2024
ChinaDaily Briefs Daily Brief China: China Traditional Chinese Medicine, Brilliance China Automotive, China Merchants China Direct Investments, Oriental Watch, Atour Lifestyle Holdings, Asia High Yield Bond Index, New World Development and more In today’s briefing: TCM (570 HK): Where's The Floor?Brilliance China (1114 HK): Reversing Out of…Smartkarma Daily BriefsJune 28, 2024
ChinaDaily Briefs Daily Brief China: China Traditional Chinese Medicine, Tencent, Midea Real Estate Holding , Bayzed Health Group and more In today’s briefing: China Traditional Chinese Medicine (570 HK): Something Is Brewing, but Nobody Knows…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsJapan Daily Brief Japan: Timee Inc, Shinko Electric Industries, Toyota Motor, Eisai Co Ltd, TSE Tokyo Price Index TOPIX and more In today’s briefing: Timee (215A JP) IPO: The Bull CaseShinko Electric (6967) - Break/Gap Risk…Smartkarma Daily BriefsJuly 4, 2024
Daily BriefsJapan Daily Brief Japan: Honda Motor, MS&AD Insurance, Fast Retailing, Daiseki Co Ltd, TSE Tokyo Price Index TOPIX and more In today’s briefing: BIG ¥500bn Honda (7267) Offering Coming?Japan CorpGovReport Details: TSE "Mgmt Conscious of…Smartkarma Daily BriefsJuly 3, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co, Aisin , Toenec Corp, Mitsubishi Motors, Toyo Corp, Carta Holdings, Inc. and more In today’s briefing: Keisei Electric Investor Activism Update: The Vote Count Could Shake Keisei’s BoardAisin…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsJapan Daily Brief Japan: Fancl Corp, Timee Inc, TSE Tokyo Price Index TOPIX, Aisin and more In today’s briefing: (Mostly) Asia M&A, June 2024: Fancl, Capitol Health, Infocom,Jeisys Medical, Nagatanien, Henlius…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co and more In today’s briefing: Last Week in Event SPACE: Keisei Electric, China Merchants, Great Eastern, Jardine…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsJapan Daily Brief Japan: Kyodo Printing, Nikkei 225 and more In today’s briefing: Kyodo Printing (7914 JP): Coverage InitiaionEQD | The Nikkei's Rally May Be…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsMacro Daily Brief Macro: Non-Consensus Forecast: No Fed Rate Cut This Year and more In today’s briefing: Non-Consensus Forecast: No Fed Rate Cut This YearResponse to Premier Li: Post…Smartkarma Daily BriefsJuly 3, 2024
Daily BriefsMacro Daily Brief Macro: Steno Signals #106 – The cycle is improving. Not weakening. and more In today’s briefing: Steno Signals #106 – The cycle is improving. Not weakening.Berkshire's Bullish Bet…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsMacro Daily Brief Macro: Union Budget 2024- What to Expect? and more In today’s briefing: Union Budget 2024- What to Expect?PBoC Examines Overhaul of Monetary Policy Framework,…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsMacro Daily Brief Macro: Copper Tracker June 2024: Physical/Equity Screens And Trades For July and more In today’s briefing: Copper Tracker June 2024: Physical/Equity Screens And Trades For July Copper Tracker…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsMacro Daily Brief Macro: Southern Copper: In a League of Its Own and more In today’s briefing: Southern Copper: In a League of Its OwnWalker’s Weekly: Dr. Jim's Summary…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsMacro Daily Brief Macro: EM Watch: Western investors are tired of China and Japan “crying wolf” and more In today’s briefing: EM Watch: Western investors are tired of China and Japan “crying wolf”Positioning…Smartkarma Daily BriefsJune 28, 2024
CryptoDaily Briefs Daily Brief Crypto: Return of the Flows and more In today’s briefing: Return of the Flows Return of the FlowsBy Delphi Digital BTC Spot…Smartkarma Daily BriefsMay 30, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: “There Is No Second Place” and more In today’s briefing: Crypto Crisp: “There Is No Second Place” Crypto Crisp: “There Is No…Smartkarma Daily BriefsMay 28, 2024
CryptoDaily Briefs Daily Brief Crypto: Blackrock’s Bitcoin Believer and more In today’s briefing: Blackrock's Bitcoin BelieverCrypto Moves #29 – What to Expect from the Ethereum…Smartkarma Daily BriefsMay 24, 2024
CryptoDaily Briefs Daily Brief Crypto: Attention Is All You Need and more In today’s briefing: Attention Is All You NeedA Bullish Beat Down For BTC Bears Attention…Smartkarma Daily BriefsMay 22, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Crypto vs. Macro and more In today’s briefing: Crypto Crisp: Crypto vs. Macro Crypto Crisp: Crypto vs. MacroBy Mads EberhardtIt…Smartkarma Daily BriefsMay 21, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #28 – U.S. Election Puts Crypto on the Map and more In today’s briefing: Crypto Moves #28 – U.S. Election Puts Crypto on the Map Crypto…Smartkarma Daily BriefsMay 17, 2024
Daily BriefsMost Read Most Read: Honda Motor, HDFC Bank, China Traditional Chinese Medicine, Stella International, Timee Inc, ASM Pacific Technology, Shinko Electric Industries, ESR Group , Barito Renewables Energy and more In today’s briefing: BIG ¥500bn Honda (7267) Offering Coming?HDFC Bank (HDFCB IN): Foreign Room Crosses…Smartkarma Daily BriefsJuly 4, 2024
Daily BriefsMost Read Most Read: Honda Motor, SenseTime Group , MS&AD Insurance, L’Occitane, Hyundai Mobis, CPMC Holdings, Robosense Technology, HDFC Bank, China Traditional Chinese Medicine, Stella International and more In today’s briefing: BIG ¥500bn Honda (7267) Offering Coming?HSCEI Index Rebalance Preview: Two Changes Likely…Smartkarma Daily BriefsJuly 3, 2024
Daily BriefsMost Read Most Read: Vanguard Intl Semiconductor, Keisei Electric Railway Co, L’Occitane, Fancl Corp, Shift Up, Aisin , Toenec Corp, Hollysys Automation Technologies, SenseTime Group and more In today’s briefing: TIP Taiwan Technology Dividend Highlight Index Rebalance: 12 Changes & US$4bn Round-Trip…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Telix Pharmaceuticals, Lunit , China Traditional Chinese Medicine, Taiwan Semiconductor (TSMC) – ADR, Vanguard Intl Semiconductor, Shanghai Henlius Biotech , Fancl Corp and more In today’s briefing: Last Week in Event SPACE: Keisei Electric, China Merchants, Great Eastern, Jardine…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsMost Read Most Read: Aisin , Nikkei 225, China Traditional Chinese Medicine, Lunit , Keisei Electric Railway Co, Sanil Electric, Polestar Automotive Holding UK, Tencent Music and more In today’s briefing: Big Aisin (7259) Offering Sets Stage for First Toyota Group Full UnwindEQD…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, MMG, Aisin , Brilliance China Automotive, LG Electronics, SK Networks, Emcure Pharmaceuticals, Bank Rakyat Indonesia and more In today’s briefing: China TCM (570.HK) Privatization Update - Investors May Need to Prepare for…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Shinko Electric (6967) – Break/Gap Risk Early July 2024 Update and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early July 2024 UpdateESR Group (1821…Smartkarma Daily BriefsJuly 4, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: BIG ¥500bn Honda (7267) Offering Coming? and more In today’s briefing: BIG ¥500bn Honda (7267) Offering Coming?Japan CorpGovReport Details: TSE "Mgmt Conscious of…Smartkarma Daily BriefsJuly 3, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Keisei Electric Investor Activism Update: The Vote Count Could Shake Keisei’s Board and more In today’s briefing: Keisei Electric Investor Activism Update: The Vote Count Could Shake Keisei’s BoardL’Occitane…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: TIP Taiwan Technology Dividend Highlight Index Rebalance: 12 Changes & US$4bn Round-Trip Trade and more In today’s briefing: TIP Taiwan Technology Dividend Highlight Index Rebalance: 12 Changes & US$4bn Round-Trip…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Weekly Deals Digest (30 Jun) – China TCM and more In today’s briefing: Weekly Deals Digest (30 Jun) - China TCM, Henlius, Midea RE, MMG,…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: SK Square + SK Networks Merger Swap: A Guide to Pre-Merger Arb Spread Calculations and more In today’s briefing: SK Square + SK Networks Merger Swap: A Guide to Pre-Merger Arb…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsECM Daily Brief ECM: Chenqi Technology IPO – Smallest in Scale and more In today’s briefing: Chenqi Technology IPO - Smallest in Scale, Sentiment Might Not Be the…Smartkarma Daily BriefsJuly 3, 2024
Daily BriefsECM Daily Brief ECM: Shift Up IPO Book Building Results Analysis and more In today’s briefing: Shift Up IPO Book Building Results AnalysisToenec (1946 JP) Offering - Nearly…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsECM Daily Brief ECM: Timee Pre-IPO – Peer Comparison – Stronger Growth Has Allowed It to Close the Margin Gap and more In today’s briefing: Timee Pre-IPO - Peer Comparison - Stronger Growth Has Allowed It to…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsECM Daily Brief ECM: Sanil Electric IPO: The Bull Case and more In today’s briefing: Sanil Electric IPO: The Bull CaseSF Holding Pre-IPO: Dominance in Domestic Time-Definite…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsECM Daily Brief ECM: Emcure Pharmaceuticals Pre-IPO: IPO Price Band Set; Steep Valuation Offers Limited Upside Potential and more In today’s briefing: Emcure Pharmaceuticals Pre-IPO: IPO Price Band Set; Steep Valuation Offers Limited Upside…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsECM Daily Brief ECM: Big Aisin (7259) Offering Sets Stage for First Toyota Group Full Unwind and more In today’s briefing: Big Aisin (7259) Offering Sets Stage for First Toyota Group Full UnwindAisin…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Fushan Energy (639 HK): Coking Coal Prices To Strengthen With Anglo Accident and more In today’s briefing: Fushan Energy (639 HK): Coking Coal Prices To Strengthen With Anglo AccidentMineral…Smartkarma Daily BriefsJuly 4, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: NVIDIA’s Conundrum… and more In today’s briefing: NVIDIA's Conundrum...Fast Retailing (9983) | Red Hot SummerThe Beat Ideas- Ratnaveer Precision…Smartkarma Daily BriefsJuly 3, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Aisin (7259) | Nine Months Ago and more In today’s briefing: Aisin (7259) | Nine Months AgoKorean Holdcos Vs Opcos Gap Trading Opportunities…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Dual-Listings Monitor: TSMC Premium Rangebound; UMC Hits Upper End of Range and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Premium Rangebound; UMC Hits Upper End of RangeChina…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: The Beat Ideas- Latent View Analytics: Harnessing Data & Analytics and more In today’s briefing: The Beat Ideas- Latent View Analytics: Harnessing Data & AnalyticsPT Metrodata Electronics…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Broadcom’s AI-Driven Growth Signals Upside Amid Stock Split Surges and more In today’s briefing: Broadcom's AI-Driven Growth Signals Upside Amid Stock Split SurgesBank Rakyat Indonesia (BBRI…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Taiwan Semiconductor (TSMC) – ADR, Blackcow Food Co Ltd A, Advanced Process Systems, Keywords Studios, SoundThinking and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early July 2024 UpdateTaiwan Tech Weekly:…Smartkarma Daily BriefsJuly 4, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, ASM Pacific Technology, Chenqi Technology Limited, Amazon.com Inc, 1Spatial Plc and more In today’s briefing: NVIDIA's Conundrum...HSTECH Index Rebalance Preview: ASM Pacific (522) Could Replace Ping An…Smartkarma Daily BriefsJuly 3, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shift Up, Hollysys Automation Technologies, SenseTime Group , Tesla , Chenqi Technology Limited, Toyo Corp, SK Hynix, Shanghai Voicecomm Information Technology, Will Semiconductor Shan and more In today’s briefing: Shift Up IPO Book Building Results AnalysisHollysys (HOLI US): Ascendent Finally Obtains…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Vanguard Intl Semiconductor, Asustek Computer, Tencent, Integral Ad Science Holding and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Premium Rangebound; UMC Hits Upper End of RangeTIP…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Latent View Analytics Ltd, Global Unichip, MoneyHero , Fastly Inc, Costar Group and more In today’s briefing: The Beat Ideas- Latent View Analytics: Harnessing Data & AnalyticsTechChain Insights: Call…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Broadcom , Dell Technologies , Singtel, Keywords Studios and more In today’s briefing: Broadcom's AI-Driven Growth Signals Upside Amid Stock Split SurgesTech Supply Chain Tracker…Smartkarma Daily BriefsJune 29, 2024
ChinaDaily Briefs Daily Brief China: China Traditional Chinese Medicine, Stella International, ASM Pacific Technology, Chenqi Technology Limited and more In today’s briefing: China TCM (570.HK) Update - Behind The Share Price Plunge and Prospects…Smartkarma Daily BriefsJuly 3, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, SenseTime Group , Agricultural Bank Of China, CPMC Holdings, APT Medical , Chenqi Technology Limited, Taste Gourmet, Shanghai Voicecomm Information Technology, Will Semiconductor Shan, Robosense Technology and more In today’s briefing: L’Occitane (973 HK): Conditional Offer OpensHSCEI Index Rebalance Preview: Two Changes Likely…Smartkarma Daily BriefsJuly 2, 2024
ChinaDaily Briefs Daily Brief China: Shanghai Henlius Biotech , China Resources Medical, Tencent, Perfect Medical Health, Shenyang Xingqi Pharmaceutical, China Water Affairs, Metalpha Technology Holding Lt and more In today’s briefing: Merger Arb Mondays (01 Jul) - Henlius, China TCM, GA Pack, CPMC,…Smartkarma Daily BriefsJuly 1, 2024
ChinaDaily Briefs Daily Brief China: China Traditional Chinese Medicine, Polestar Automotive Holding UK, Tencent Music, S.F. Holding and more In today’s briefing: Weekly Deals Digest (30 Jun) - China TCM, Henlius, Midea RE, MMG,…Smartkarma Daily BriefsJune 30, 2024
ChinaDaily Briefs Daily Brief China: China Traditional Chinese Medicine, Brilliance China Automotive, China Merchants China Direct Investments, Oriental Watch, Atour Lifestyle Holdings, Asia High Yield Bond Index, New World Development and more In today’s briefing: TCM (570 HK): Where's The Floor?Brilliance China (1114 HK): Reversing Out of…Smartkarma Daily BriefsJune 28, 2024
ChinaDaily Briefs Daily Brief China: China Traditional Chinese Medicine, Tencent, Midea Real Estate Holding , Bayzed Health Group and more In today’s briefing: China Traditional Chinese Medicine (570 HK): Something Is Brewing, but Nobody Knows…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsJapan Daily Brief Japan: Timee Inc, Shinko Electric Industries, Toyota Motor, Eisai Co Ltd, TSE Tokyo Price Index TOPIX and more In today’s briefing: Timee (215A JP) IPO: The Bull CaseShinko Electric (6967) - Break/Gap Risk…Smartkarma Daily BriefsJuly 4, 2024
Daily BriefsJapan Daily Brief Japan: Honda Motor, MS&AD Insurance, Fast Retailing, Daiseki Co Ltd, TSE Tokyo Price Index TOPIX and more In today’s briefing: BIG ¥500bn Honda (7267) Offering Coming?Japan CorpGovReport Details: TSE "Mgmt Conscious of…Smartkarma Daily BriefsJuly 3, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co, Aisin , Toenec Corp, Mitsubishi Motors, Toyo Corp, Carta Holdings, Inc. and more In today’s briefing: Keisei Electric Investor Activism Update: The Vote Count Could Shake Keisei’s BoardAisin…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsJapan Daily Brief Japan: Fancl Corp, Timee Inc, TSE Tokyo Price Index TOPIX, Aisin and more In today’s briefing: (Mostly) Asia M&A, June 2024: Fancl, Capitol Health, Infocom,Jeisys Medical, Nagatanien, Henlius…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co and more In today’s briefing: Last Week in Event SPACE: Keisei Electric, China Merchants, Great Eastern, Jardine…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsJapan Daily Brief Japan: Kyodo Printing, Nikkei 225 and more In today’s briefing: Kyodo Printing (7914 JP): Coverage InitiaionEQD | The Nikkei's Rally May Be…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsMacro Daily Brief Macro: Non-Consensus Forecast: No Fed Rate Cut This Year and more In today’s briefing: Non-Consensus Forecast: No Fed Rate Cut This YearResponse to Premier Li: Post…Smartkarma Daily BriefsJuly 3, 2024
Daily BriefsMacro Daily Brief Macro: Steno Signals #106 – The cycle is improving. Not weakening. and more In today’s briefing: Steno Signals #106 – The cycle is improving. Not weakening.Berkshire's Bullish Bet…Smartkarma Daily BriefsJuly 2, 2024
Daily BriefsMacro Daily Brief Macro: Union Budget 2024- What to Expect? and more In today’s briefing: Union Budget 2024- What to Expect?PBoC Examines Overhaul of Monetary Policy Framework,…Smartkarma Daily BriefsJuly 1, 2024
Daily BriefsMacro Daily Brief Macro: Copper Tracker June 2024: Physical/Equity Screens And Trades For July and more In today’s briefing: Copper Tracker June 2024: Physical/Equity Screens And Trades For July Copper Tracker…Smartkarma Daily BriefsJune 30, 2024
Daily BriefsMacro Daily Brief Macro: Southern Copper: In a League of Its Own and more In today’s briefing: Southern Copper: In a League of Its OwnWalker’s Weekly: Dr. Jim's Summary…Smartkarma Daily BriefsJune 29, 2024
Daily BriefsMacro Daily Brief Macro: EM Watch: Western investors are tired of China and Japan “crying wolf” and more In today’s briefing: EM Watch: Western investors are tired of China and Japan “crying wolf”Positioning…Smartkarma Daily BriefsJune 28, 2024
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