Daily BriefsMost Read Most Read: JOYY, Zhongsheng Group, Canara Bank, Livent, WuXi XDC Cayman , Rio Tinto Ltd, Korea Stock Exchange Kospi Index, HS Holdings, Japan Airlines, Hyundai Hyms and more In today’s briefing: JOYY (JOYY US): Rumoured PrivatisationHSCEI Index Rebalance Preview: Zhongsheng (881 HK) Should…Smartkarma Daily BriefsJanuary 3, 2024
Daily BriefsMost Read Most Read: JOYY, Daiwa House Reit Investment, Weiqiao Textile Co, Ganfeng Lithium, Swire Pacific (A), Vinda International, Zhongsheng Group, APR, Taiwan Semiconductor (TSMC) – ADR, Ecopro Co Ltd and more In today’s briefing: JOYY (JOYY US): Rumoured PrivatisationJapan - Increasing Shorts on Some Interesting StocksMerger…Smartkarma Daily BriefsJanuary 2, 2024
Daily BriefsMost Read Most Read: Gresham House PLC, Allkem Ltd, Posco DX, Tongcheng Travel Holdings , Livent, Fujitsu General, Kurabo Industries and more In today’s briefing: Smartkarma Webinar | Top Trade Ideas in European Event-DrivenAllkem/Livent (AKE AU |…Smartkarma Daily BriefsJanuary 1, 2024
Daily BriefsMost Read Most Read: Posco DX, Tongcheng Travel Holdings , Pasona Group, Jusung Engineering, China Mobile, Hollysys Automation Technologies and more In today’s briefing: KOSDAQ150 Index Rebalance Preview: Posco DX Listing TransferHSTECH Index Rebalance Preview: Tongcheng…Smartkarma Daily BriefsDecember 31, 2023
Daily BriefsMost Read Most Read: Nexchip Semiconductor , Posco DX, Kum Yang, ASICS Corp, Nikkei 225, Li Ning, Jusung Engineering, Nihon Kohden and more In today’s briefing: STAR50 Index Rebalance Preview: Four High Impact Changes in MarchIndex Rebalance &…Smartkarma Daily BriefsDecember 30, 2023
Daily BriefsMost Read Most Read: Lendlease Global Commercial REIT, Fujitsu General, IJTT Co., Ltd., Kum Yang, Swire Pacific (A), Boart Longyear, Nikkei 225, Covestro AG and more In today’s briefing: Smartkarma Corporate Webinar | Lendlease Global: Sustainable Returns Through High-Quality AssetsFujitsu General…Smartkarma Daily BriefsDecember 29, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Newmont’s Upcoming (March 2024) ASX Selldown and more In today’s briefing: Newmont's Upcoming (March 2024) ASX SelldownHK Connect SOUTHBOUND Flows (To 22Dec23); CNOOC/Energy…Smartkarma Daily BriefsDecember 24, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: A2B (A2B AU): A$0.60 Fully Franked Divi + A$1.45/Share Offer From ComfortDelGro and more In today’s briefing: A2B (A2B AU): A$0.60 Fully Franked Divi + A$1.45/Share Offer From ComfortDelGroProbiotec…Smartkarma Daily BriefsDecember 23, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Dai-Ichi Life “Decides” Tender Offer Price and Buyback Price at ¥2 and more In today’s briefing: Dai-Ichi Life "Decides" Tender Offer Price and Buyback Price at ¥2,123 and…Smartkarma Daily BriefsDecember 22, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Allkem+Livent=Arcadium : Expected Index Flows and more In today’s briefing: Allkem+Livent=Arcadium : Expected Index FlowsArb Trading with Stock Rights in Korea: A…Smartkarma Daily BriefsDecember 21, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: JSR (4185) – Deal Approval Unexpectedly Delayed and more In today’s briefing: JSR (4185) - Deal Approval Unexpectedly Delayed, As ExpectedPan Ocean Considering on…Smartkarma Daily BriefsDecember 20, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Allkem/Livent Merger Vote Tomorrow: Will Vote Get Past? and more In today’s briefing: Allkem/Livent Merger Vote Tomorrow: Will Vote Get Past?Link Admin (LNK AU): Mitsubishi…Smartkarma Daily BriefsDecember 19, 2023
Daily BriefsECM Daily Brief ECM: Tata Technologies IPO – Parent and Peer Rally Helps and more In today’s briefing: Tata Technologies IPO - Parent and Peer Rally Helps Tata Technologies IPO…Smartkarma Daily BriefsNovember 18, 2023
Daily BriefsECM Daily Brief ECM: Asahi Group Placement – Relatively Small One when Compared to Previous Large JP Secondary Selldowns and more In today’s briefing: Asahi Group Placement - Relatively Small One when Compared to Previous Large…Smartkarma Daily BriefsNovember 17, 2023
Daily BriefsECM Daily Brief ECM: Tata Technologies IPO: The Investment Case and more In today’s briefing: Tata Technologies IPO: The Investment CaseWuXi XDC Cayman IPO Trading - Strong…Smartkarma Daily BriefsNovember 16, 2023
Daily BriefsECM Daily Brief ECM: Ajinomoto Placement – Share Buyback Should Aid Group Selling and more In today’s briefing: Ajinomoto Placement - Share Buyback Should Aid Group SellingZEEKR IPO: The Bull…Smartkarma Daily BriefsNovember 15, 2023
Daily BriefsECM Daily Brief ECM: Zeekr Pre-IPO – The Positives – Has Been Growing Very Fast While Meeting Its Targets and more In today’s briefing: Zeekr Pre-IPO - The Positives - Has Been Growing Very Fast While…Smartkarma Daily BriefsNovember 14, 2023
Daily BriefsECM Daily Brief ECM: ECM Weekly (12th Nov 2023)-Renesas and more In today’s briefing: ECM Weekly (12th Nov 2023)-Renesas, Bajaj, Alchip, Hybe, Will, Wuxi, ChaPanda, Chenqi,…Smartkarma Daily BriefsNovember 12, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: KYEC (2449.TT): The Revenue Outlook Will Be an Upward Pickup in 2024F. and more In today’s briefing: KYEC (2449.TT): The Revenue Outlook Will Be an Upward Pickup in 2024F.Convenience…Smartkarma Daily BriefsDecember 26, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Asics (7936) | Footwear Fallout as Nike’s Q2 Sends Sector Shockwaves and more In today’s briefing: Asics (7936) | Footwear Fallout as Nike's Q2 Sends Sector Shockwaves2024 High…Smartkarma Daily BriefsDecember 25, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: MillerKnoll and more In today’s briefing: MillerKnoll, Inc. - Raising 3Q Estimate; Seeing Strength in Retail MillerKnoll, Inc.…Smartkarma Daily BriefsDecember 24, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Gaming Restrictions 2.0 and more In today’s briefing: China Gaming Restrictions 2.0GoTo Gojek Tokopedia (GOTO IJ) - Plumbing for a…Smartkarma Daily BriefsDecember 23, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba’s Eddie Wu and more In today’s briefing: Alibaba’s Eddie Wu, Strategic Leader or Ma's Partner?Plover Bay (1523 HK): Interesting…Smartkarma Daily BriefsDecember 22, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: All That Glitters Is Not Gold: Forensic Analysis of Motisons and more In today’s briefing: All That Glitters Is Not Gold: Forensic Analysis of Motisons: Latest Developments…Smartkarma Daily BriefsDecember 21, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: TSE Tokyo Price Index TOPIX, BYD Electronics and more In today’s briefing: New Year New NISA Accounts - It's BIG, But Not so BigQuiddity…Smartkarma Daily BriefsJanuary 5, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Douzone Bizon, Samsung Electronics Pref Shares, Ubiquiti Inc. and more In today’s briefing: KRX New Deal Index Rebalance Preview: Changes with Flow & ImpactGap Trades…Smartkarma Daily BriefsJanuary 4, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent and more In today’s briefing: China Consumption Weekly (1 Jan 2024): Tencent, NetEase, Alibaba, JD.com, PDD China…Smartkarma Daily BriefsJanuary 2, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Taiwan Semiconductor (TSMC) – ADR, Marvell Technology , Silicon Motion Technology, Baidu, ARM Holdings, Alteryx Inc, Crowdstrike Holdings , AppLovin and more In today’s briefing: Nvidia Vs. Taiwan Short Basket: Hedge Working; CES 2024 Likely Positive for…Smartkarma Daily BriefsJanuary 1, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: China Mobile, Hollysys Automation Technologies, LONGi Green Energy Technology, Mediatek Inc and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 29Dec23); CNOOC & Telcos to the BUY…Smartkarma Daily BriefsDecember 31, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Jusung Engineering, Micron Technology, Silergy Corp, Dell Technologies and more In today’s briefing: Investigating the Use of SSF Listing Events as Fresh Flow Trading Opportunities…Smartkarma Daily BriefsDecember 30, 2023
ChinaDaily Briefs Daily Brief China: PDD Holdings and more In today’s briefing: : Overseas E-Commerce Brews New Logistics Players : Overseas E-Commerce Brews New…Smartkarma Daily BriefsDecember 30, 2023
ChinaDaily Briefs Daily Brief China: Swire Pacific (A), Li Ning and more In today’s briefing: StubWorld: Swire Pac Trading "Rich" As Props Announces Big Write-DownHK CEO &…Smartkarma Daily BriefsDecember 29, 2023
ChinaDaily Briefs Daily Brief China: Shenzhou Intl Group Holdings, Sinopharm Group Co Ltd H and more In today’s briefing: Shenzhou Intl (2313 HK): Nike Guidance Cut Presents An OpportunitySinopharm Group (1099.HK)…Smartkarma Daily BriefsDecember 28, 2023
ChinaDaily Briefs Daily Brief China: Air China Ltd (H), Hang Seng Index, Concord Healthcare Group and more In today’s briefing: 2024 High Conviction: Air China (753 HK) - Update on Proposed Share…Smartkarma Daily BriefsDecember 27, 2023
ChinaDaily Briefs Daily Brief China: Irc Ltd, NetEase , Taste Gourmet, Trip.com, Hangzhou Tigermed Consulting C and more In today’s briefing: IRC Limited (1029 HK): A Wide Spread as the Conditional Offer OpensTencent/Netease:…Smartkarma Daily BriefsDecember 26, 2023
ChinaDaily Briefs Daily Brief China: Guangzhou Automobile Group, Tencent, International Housewares Retail 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 BriefsJapan Daily Brief Japan: Aoki Super, Japan Airlines, LaKeel and more In today’s briefing: Aoki Super (9977) MBO at ¥3,800/Share (All-Time High, 15x Forecast FCF)Aoki Super…Smartkarma Daily BriefsJanuary 6, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX, Fast Retailing and more In today’s briefing: New Year New NISA Accounts - It's BIG, But Not so BigFast…Smartkarma Daily BriefsJanuary 5, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX and more In today’s briefing: For Increasing TOBs and MBOs, Managers Should Be Aware of Listing Costs…Smartkarma Daily BriefsJanuary 4, 2024
Daily BriefsJapan Daily Brief Japan: HS Holdings, Japan Airlines, Ushio Inc, Toyoda Gosei, Eisai Co Ltd and more In today’s briefing: HS Holdings (8699) - New Year, New Issues So Lots of Value…Smartkarma Daily BriefsJanuary 3, 2024
Daily BriefsJapan Daily Brief Japan: Denso Corp and more In today’s briefing: Necessary to Dissolve Cross Shareholdings While Simultaneously Ensuring the Independence of BoD…Smartkarma Daily BriefsJanuary 2, 2024
Daily BriefsJapan Daily Brief Japan: Lifenet Insurance Company, TSE Tokyo Price Index TOPIX, Misumi Group and more In today’s briefing: Lifenet: Oasis Management Is Now Another Major Shareholder Besides EffissimoThe Objective of…Smartkarma Daily BriefsJanuary 1, 2024
Daily BriefsMacro Daily Brief Macro: The Dollar Smile Theory Explains USD Strength Heading Into Final Central Bank Meetings For 2023 and more In today’s briefing: The Dollar Smile Theory Explains USD Strength Heading Into Final Central Bank…Smartkarma Daily BriefsDecember 7, 2023
Daily BriefsMacro Daily Brief Macro: Global Liquidity On The Rise: Is This Gold’s (And BitCoin’s) Breakout Moment? and more In today’s briefing: Global Liquidity On The Rise: Is This Gold’s (And BitCoin’s) Breakout Moment?FSS…Smartkarma Daily BriefsDecember 6, 2023
Daily BriefsMacro Daily Brief Macro: Positioning Watch – Everything better turn out the way markets want it and more In today’s briefing: Positioning Watch – Everything better turn out the way markets want itSolid…Smartkarma Daily BriefsDecember 5, 2023
Daily BriefsMacro Daily Brief Macro: The Fate of Quantitative Tightening: Not Solely in the Hands of the Fed and more In today’s briefing: The Fate of Quantitative Tightening: Not Solely in the Hands of the…Smartkarma Daily BriefsDecember 4, 2023
Daily BriefsMacro Daily Brief Macro: Crude Prices Tank Despite OPEC+ Supply Cuts; Brazil to Join OPEC+ and more In today’s briefing: Crude Prices Tank Despite OPEC+ Supply Cuts; Brazil to Join OPEC+India: Real…Smartkarma Daily BriefsDecember 2, 2023
Daily BriefsMacro Daily Brief Macro: End of Mandatory Lock-Up Periods for 53 Companies in Korea in December 2023 and more In today’s briefing: End of Mandatory Lock-Up Periods for 53 Companies in Korea in December…Smartkarma Daily BriefsDecember 1, 2023
Daily BriefsMost Read Most Read: JOYY, Zhongsheng Group, Canara Bank, Livent, WuXi XDC Cayman , Rio Tinto Ltd, Korea Stock Exchange Kospi Index, HS Holdings, Japan Airlines, Hyundai Hyms and more In today’s briefing: JOYY (JOYY US): Rumoured PrivatisationHSCEI Index Rebalance Preview: Zhongsheng (881 HK) Should…Smartkarma Daily BriefsJanuary 3, 2024
Daily BriefsMost Read Most Read: JOYY, Daiwa House Reit Investment, Weiqiao Textile Co, Ganfeng Lithium, Swire Pacific (A), Vinda International, Zhongsheng Group, APR, Taiwan Semiconductor (TSMC) – ADR, Ecopro Co Ltd and more In today’s briefing: JOYY (JOYY US): Rumoured PrivatisationJapan - Increasing Shorts on Some Interesting StocksMerger…Smartkarma Daily BriefsJanuary 2, 2024
Daily BriefsMost Read Most Read: Gresham House PLC, Allkem Ltd, Posco DX, Tongcheng Travel Holdings , Livent, Fujitsu General, Kurabo Industries and more In today’s briefing: Smartkarma Webinar | Top Trade Ideas in European Event-DrivenAllkem/Livent (AKE AU |…Smartkarma Daily BriefsJanuary 1, 2024
Daily BriefsMost Read Most Read: Posco DX, Tongcheng Travel Holdings , Pasona Group, Jusung Engineering, China Mobile, Hollysys Automation Technologies and more In today’s briefing: KOSDAQ150 Index Rebalance Preview: Posco DX Listing TransferHSTECH Index Rebalance Preview: Tongcheng…Smartkarma Daily BriefsDecember 31, 2023
Daily BriefsMost Read Most Read: Nexchip Semiconductor , Posco DX, Kum Yang, ASICS Corp, Nikkei 225, Li Ning, Jusung Engineering, Nihon Kohden and more In today’s briefing: STAR50 Index Rebalance Preview: Four High Impact Changes in MarchIndex Rebalance &…Smartkarma Daily BriefsDecember 30, 2023
Daily BriefsMost Read Most Read: Lendlease Global Commercial REIT, Fujitsu General, IJTT Co., Ltd., Kum Yang, Swire Pacific (A), Boart Longyear, Nikkei 225, Covestro AG and more In today’s briefing: Smartkarma Corporate Webinar | Lendlease Global: Sustainable Returns Through High-Quality AssetsFujitsu General…Smartkarma Daily BriefsDecember 29, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Newmont’s Upcoming (March 2024) ASX Selldown and more In today’s briefing: Newmont's Upcoming (March 2024) ASX SelldownHK Connect SOUTHBOUND Flows (To 22Dec23); CNOOC/Energy…Smartkarma Daily BriefsDecember 24, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: A2B (A2B AU): A$0.60 Fully Franked Divi + A$1.45/Share Offer From ComfortDelGro and more In today’s briefing: A2B (A2B AU): A$0.60 Fully Franked Divi + A$1.45/Share Offer From ComfortDelGroProbiotec…Smartkarma Daily BriefsDecember 23, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Dai-Ichi Life “Decides” Tender Offer Price and Buyback Price at ¥2 and more In today’s briefing: Dai-Ichi Life "Decides" Tender Offer Price and Buyback Price at ¥2,123 and…Smartkarma Daily BriefsDecember 22, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Allkem+Livent=Arcadium : Expected Index Flows and more In today’s briefing: Allkem+Livent=Arcadium : Expected Index FlowsArb Trading with Stock Rights in Korea: A…Smartkarma Daily BriefsDecember 21, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: JSR (4185) – Deal Approval Unexpectedly Delayed and more In today’s briefing: JSR (4185) - Deal Approval Unexpectedly Delayed, As ExpectedPan Ocean Considering on…Smartkarma Daily BriefsDecember 20, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Allkem/Livent Merger Vote Tomorrow: Will Vote Get Past? and more In today’s briefing: Allkem/Livent Merger Vote Tomorrow: Will Vote Get Past?Link Admin (LNK AU): Mitsubishi…Smartkarma Daily BriefsDecember 19, 2023
Daily BriefsECM Daily Brief ECM: Tata Technologies IPO – Parent and Peer Rally Helps and more In today’s briefing: Tata Technologies IPO - Parent and Peer Rally Helps Tata Technologies IPO…Smartkarma Daily BriefsNovember 18, 2023
Daily BriefsECM Daily Brief ECM: Asahi Group Placement – Relatively Small One when Compared to Previous Large JP Secondary Selldowns and more In today’s briefing: Asahi Group Placement - Relatively Small One when Compared to Previous Large…Smartkarma Daily BriefsNovember 17, 2023
Daily BriefsECM Daily Brief ECM: Tata Technologies IPO: The Investment Case and more In today’s briefing: Tata Technologies IPO: The Investment CaseWuXi XDC Cayman IPO Trading - Strong…Smartkarma Daily BriefsNovember 16, 2023
Daily BriefsECM Daily Brief ECM: Ajinomoto Placement – Share Buyback Should Aid Group Selling and more In today’s briefing: Ajinomoto Placement - Share Buyback Should Aid Group SellingZEEKR IPO: The Bull…Smartkarma Daily BriefsNovember 15, 2023
Daily BriefsECM Daily Brief ECM: Zeekr Pre-IPO – The Positives – Has Been Growing Very Fast While Meeting Its Targets and more In today’s briefing: Zeekr Pre-IPO - The Positives - Has Been Growing Very Fast While…Smartkarma Daily BriefsNovember 14, 2023
Daily BriefsECM Daily Brief ECM: ECM Weekly (12th Nov 2023)-Renesas and more In today’s briefing: ECM Weekly (12th Nov 2023)-Renesas, Bajaj, Alchip, Hybe, Will, Wuxi, ChaPanda, Chenqi,…Smartkarma Daily BriefsNovember 12, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: KYEC (2449.TT): The Revenue Outlook Will Be an Upward Pickup in 2024F. and more In today’s briefing: KYEC (2449.TT): The Revenue Outlook Will Be an Upward Pickup in 2024F.Convenience…Smartkarma Daily BriefsDecember 26, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Asics (7936) | Footwear Fallout as Nike’s Q2 Sends Sector Shockwaves and more In today’s briefing: Asics (7936) | Footwear Fallout as Nike's Q2 Sends Sector Shockwaves2024 High…Smartkarma Daily BriefsDecember 25, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: MillerKnoll and more In today’s briefing: MillerKnoll, Inc. - Raising 3Q Estimate; Seeing Strength in Retail MillerKnoll, Inc.…Smartkarma Daily BriefsDecember 24, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Gaming Restrictions 2.0 and more In today’s briefing: China Gaming Restrictions 2.0GoTo Gojek Tokopedia (GOTO IJ) - Plumbing for a…Smartkarma Daily BriefsDecember 23, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba’s Eddie Wu and more In today’s briefing: Alibaba’s Eddie Wu, Strategic Leader or Ma's Partner?Plover Bay (1523 HK): Interesting…Smartkarma Daily BriefsDecember 22, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: All That Glitters Is Not Gold: Forensic Analysis of Motisons and more In today’s briefing: All That Glitters Is Not Gold: Forensic Analysis of Motisons: Latest Developments…Smartkarma Daily BriefsDecember 21, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: TSE Tokyo Price Index TOPIX, BYD Electronics and more In today’s briefing: New Year New NISA Accounts - It's BIG, But Not so BigQuiddity…Smartkarma Daily BriefsJanuary 5, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Douzone Bizon, Samsung Electronics Pref Shares, Ubiquiti Inc. and more In today’s briefing: KRX New Deal Index Rebalance Preview: Changes with Flow & ImpactGap Trades…Smartkarma Daily BriefsJanuary 4, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent and more In today’s briefing: China Consumption Weekly (1 Jan 2024): Tencent, NetEase, Alibaba, JD.com, PDD China…Smartkarma Daily BriefsJanuary 2, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Taiwan Semiconductor (TSMC) – ADR, Marvell Technology , Silicon Motion Technology, Baidu, ARM Holdings, Alteryx Inc, Crowdstrike Holdings , AppLovin and more In today’s briefing: Nvidia Vs. Taiwan Short Basket: Hedge Working; CES 2024 Likely Positive for…Smartkarma Daily BriefsJanuary 1, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: China Mobile, Hollysys Automation Technologies, LONGi Green Energy Technology, Mediatek Inc and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 29Dec23); CNOOC & Telcos to the BUY…Smartkarma Daily BriefsDecember 31, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Jusung Engineering, Micron Technology, Silergy Corp, Dell Technologies and more In today’s briefing: Investigating the Use of SSF Listing Events as Fresh Flow Trading Opportunities…Smartkarma Daily BriefsDecember 30, 2023
ChinaDaily Briefs Daily Brief China: PDD Holdings and more In today’s briefing: : Overseas E-Commerce Brews New Logistics Players : Overseas E-Commerce Brews New…Smartkarma Daily BriefsDecember 30, 2023
ChinaDaily Briefs Daily Brief China: Swire Pacific (A), Li Ning and more In today’s briefing: StubWorld: Swire Pac Trading "Rich" As Props Announces Big Write-DownHK CEO &…Smartkarma Daily BriefsDecember 29, 2023
ChinaDaily Briefs Daily Brief China: Shenzhou Intl Group Holdings, Sinopharm Group Co Ltd H and more In today’s briefing: Shenzhou Intl (2313 HK): Nike Guidance Cut Presents An OpportunitySinopharm Group (1099.HK)…Smartkarma Daily BriefsDecember 28, 2023
ChinaDaily Briefs Daily Brief China: Air China Ltd (H), Hang Seng Index, Concord Healthcare Group and more In today’s briefing: 2024 High Conviction: Air China (753 HK) - Update on Proposed Share…Smartkarma Daily BriefsDecember 27, 2023
ChinaDaily Briefs Daily Brief China: Irc Ltd, NetEase , Taste Gourmet, Trip.com, Hangzhou Tigermed Consulting C and more In today’s briefing: IRC Limited (1029 HK): A Wide Spread as the Conditional Offer OpensTencent/Netease:…Smartkarma Daily BriefsDecember 26, 2023
ChinaDaily Briefs Daily Brief China: Guangzhou Automobile Group, Tencent, International Housewares Retail 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 BriefsJapan Daily Brief Japan: Aoki Super, Japan Airlines, LaKeel and more In today’s briefing: Aoki Super (9977) MBO at ¥3,800/Share (All-Time High, 15x Forecast FCF)Aoki Super…Smartkarma Daily BriefsJanuary 6, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX, Fast Retailing and more In today’s briefing: New Year New NISA Accounts - It's BIG, But Not so BigFast…Smartkarma Daily BriefsJanuary 5, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX and more In today’s briefing: For Increasing TOBs and MBOs, Managers Should Be Aware of Listing Costs…Smartkarma Daily BriefsJanuary 4, 2024
Daily BriefsJapan Daily Brief Japan: HS Holdings, Japan Airlines, Ushio Inc, Toyoda Gosei, Eisai Co Ltd and more In today’s briefing: HS Holdings (8699) - New Year, New Issues So Lots of Value…Smartkarma Daily BriefsJanuary 3, 2024
Daily BriefsJapan Daily Brief Japan: Denso Corp and more In today’s briefing: Necessary to Dissolve Cross Shareholdings While Simultaneously Ensuring the Independence of BoD…Smartkarma Daily BriefsJanuary 2, 2024
Daily BriefsJapan Daily Brief Japan: Lifenet Insurance Company, TSE Tokyo Price Index TOPIX, Misumi Group and more In today’s briefing: Lifenet: Oasis Management Is Now Another Major Shareholder Besides EffissimoThe Objective of…Smartkarma Daily BriefsJanuary 1, 2024
Daily BriefsMacro Daily Brief Macro: The Dollar Smile Theory Explains USD Strength Heading Into Final Central Bank Meetings For 2023 and more In today’s briefing: The Dollar Smile Theory Explains USD Strength Heading Into Final Central Bank…Smartkarma Daily BriefsDecember 7, 2023
Daily BriefsMacro Daily Brief Macro: Global Liquidity On The Rise: Is This Gold’s (And BitCoin’s) Breakout Moment? and more In today’s briefing: Global Liquidity On The Rise: Is This Gold’s (And BitCoin’s) Breakout Moment?FSS…Smartkarma Daily BriefsDecember 6, 2023
Daily BriefsMacro Daily Brief Macro: Positioning Watch – Everything better turn out the way markets want it and more In today’s briefing: Positioning Watch – Everything better turn out the way markets want itSolid…Smartkarma Daily BriefsDecember 5, 2023
Daily BriefsMacro Daily Brief Macro: The Fate of Quantitative Tightening: Not Solely in the Hands of the Fed and more In today’s briefing: The Fate of Quantitative Tightening: Not Solely in the Hands of the…Smartkarma Daily BriefsDecember 4, 2023
Daily BriefsMacro Daily Brief Macro: Crude Prices Tank Despite OPEC+ Supply Cuts; Brazil to Join OPEC+ and more In today’s briefing: Crude Prices Tank Despite OPEC+ Supply Cuts; Brazil to Join OPEC+India: Real…Smartkarma Daily BriefsDecember 2, 2023
Daily BriefsMacro Daily Brief Macro: End of Mandatory Lock-Up Periods for 53 Companies in Korea in December 2023 and more In today’s briefing: End of Mandatory Lock-Up Periods for 53 Companies in Korea in December…Smartkarma Daily BriefsDecember 1, 2023