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 BriefsMost Read Most Read: Tongcheng Travel Holdings , Fujitsu General, Shenzhou Intl Group Holdings, Air China Ltd (H), Kum Yang, Orecorp Ltd, Hollysys Automation Technologies, SK Inc and more In today’s briefing: Index Rebalance & ETF Flow Recap: HSTECH, SIG/CWG, KQ150, REPT BATTEROFujitsu General…Smartkarma Daily BriefsDecember 28, 2023
Daily BriefsMost Read Most Read: Ngern Tid Lor , Daiwa House Reit Investment, Fujitsu General, Posco DX, Gumi Inc, Guangzhou Automobile Group, Seedheiwa, Hollysys Automation Technologies, IJTT Co., Ltd. and more In today’s briefing: SET50 Index Rebalance: KCE Replaces TIDLORJapan - Increasing Shorts on Some Interesting…Smartkarma Daily BriefsDecember 27, 2023
Daily BriefsMost Read Most Read: Newcrest Mining, IJTT Co., Ltd., Daiwa House Reit Investment, Newmont , Posco DX, Gumi Inc, JSR Corp, Seedheiwa, Symbio Holdings, Irc Ltd and more In today’s briefing: Newcrest: Shareholder Vote On 13th OctIJTT (7315 JP) - Truly Offensive Takeover…Smartkarma Daily BriefsDecember 26, 2023
Daily BriefsMost Read Most Read: JD.com Inc (ADR), Newmont , Guangzhou Automobile Group, ASICS Corp, Posco DX, JSR Corp, Benefit One Inc, TSE Tokyo Price Index TOPIX, KOSDAQ 150 Index and more In today’s briefing: NASDAQ 100 Index Rebalance: 6 Regular Changes + 1 Adhoc Change; US$37bn…Smartkarma Daily BriefsDecember 25, 2023
Daily BriefsMost Read Most Read: Taiwan Semiconductor (TSMC) – ADR, Kinross Gold Corp, A2 Milk Co Ltd, Abacus Storage King, Tongcheng Travel Holdings , Vietnam Dairy Products JSC, Posco DX, Newmont and more In today’s briefing: MVIS US Listed Semiconductor 25 Index Rebalance: TSMC Is the Big SellKOSDAQ150…Smartkarma Daily BriefsDecember 24, 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 BriefsEvent-Driven Daily Brief Event-Driven: A/H Premium Tracker (To 15 Dec 23): Time To Go Long Hs Vs As. and more In today’s briefing: A/H Premium Tracker (To 15 Dec 23): Time To Go Long Hs…Smartkarma Daily BriefsDecember 18, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Sigma Health and more In today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Sigma Health, Vinda, Outsourcing, Allkem, Costa,…Smartkarma Daily BriefsDecember 17, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: StubWorld: LVS To Up Stake In Sands. Melco Back To Square One and more In today’s briefing: StubWorld: LVS To Up Stake In Sands. Melco Back To Square OneInvestigating…Smartkarma Daily BriefsDecember 16, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Shinko Electric (6967) Takeover: Initial Break/Gap Risk Analysis and more In today’s briefing: Shinko Electric (6967) Takeover: Initial Break/Gap Risk AnalysisWhitebox Goes Activist on Samsung…Smartkarma Daily BriefsDecember 15, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: JIC Deal For Shinko Electric Is LIGHT and more In today’s briefing: JIC Deal For Shinko Electric Is LIGHT, and There's Room To Complain,…Smartkarma Daily BriefsDecember 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 BriefsECM Daily Brief ECM: WT Microelectronics Placement – Wouldn’t Be Difficult to Digest and more In today’s briefing: WT Microelectronics Placement - Wouldn't Be Difficult to Digest WT Microelectronics Placement…Smartkarma Daily BriefsNovember 11, 2023
Daily BriefsECM Daily Brief ECM: Renesas Electronics Placement – Well Flagged US$1.8bn Deal and more In today’s briefing: Renesas Electronics Placement - Well Flagged US$1.8bn Deal, Accelerated but Index Flows…Smartkarma Daily BriefsNovember 10, 2023
Daily BriefsECM Daily Brief ECM: WuXi XDC IPO: Valuation Insights and more In today’s briefing: WuXi XDC IPO: Valuation InsightsSichuan Baicha Baidao Pre-IPO - The Negatives -…Smartkarma Daily BriefsNovember 9, 2023
Daily BriefsECM Daily Brief ECM: WuXi XDC Cayman IPO – Decent Upside from IPO Range and more In today’s briefing: WuXi XDC Cayman IPO - Decent Upside from IPO Range, Bulk of…Smartkarma Daily BriefsNovember 8, 2023
Daily BriefsECM Daily Brief ECM: WuXi XDC IPO: Valuation First-Look and more In today’s briefing: WuXi XDC IPO: Valuation First-LookWill Semiconductor GDR Listing - Well Flagged and…Smartkarma Daily BriefsNovember 7, 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 BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC Chairman to Retire and more In today’s briefing: TSMC Chairman to Retire, + or — Impacts to ShareholdersOriental Land: Approaching…Smartkarma Daily BriefsDecember 20, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Consumption Weekly: East Buy and more In today’s briefing: China Consumption Weekly: East Buy, NIO, Tencent, PDD, Alibaba, JD.comITMG IJ: A…Smartkarma Daily BriefsDecember 19, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: 2024 High Conviction Idea: More Downside for Meituan and more In today’s briefing: 2024 High Conviction Idea: More Downside for MeituanWater Oasis ( 1161 HK…Smartkarma Daily BriefsDecember 18, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Healthcare Weekly (Dec.15)-BMS/Biokin $8.4B Eye-Popping Deal and more In today’s briefing: China Healthcare Weekly (Dec.15)-BMS/Biokin $8.4B Eye-Popping Deal, NRDL Negotiation Result, Haoyuan: Policy…Smartkarma Daily BriefsDecember 17, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Bangladesh Stock Picks | Quarterly Updates | OLYMPI and more In today’s briefing: Bangladesh Stock Picks | Quarterly Updates | OLYMPI, SQTT, BPMLFedEx (FDX US,…Smartkarma Daily BriefsDecember 16, 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
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), Delta Electronics Thailand 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 BriefsTMT/Internet Daily Brief TMT/Internet: Hollysys Automation Technologies, SK Inc, Datamatics Global Services, Whispir Ltd, XL Axiata and more In today’s briefing: Hollysys (HOLI US): Dazheng Consortium "Trumps" Ascendent's BidUpdated NAV on SK Inc…Smartkarma Daily BriefsDecember 28, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), Taiwan Semiconductor (TSMC) – ADR 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: Gumi Inc, King Yuan Electronics Co, Ltd., Symbio Holdings, NetEase , Mediatek Inc, Hollysys Automation Technologies, uPI Semiconductor Corp, Taiwan Semiconductor (TSMC) – ADR and more In today’s briefing: SBI To Buy Gumi (3903) Shares To Up Stake to Near 30%…Smartkarma Daily BriefsDecember 26, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Posco DX, Apple , Quantum Solutions Co Ltd, Tencent and more In today’s briefing: Index Rebalance & ETF Flow Recap: STAR50, SET50, AMFI, KOSDAQ1502024 High Conviction:…Smartkarma Daily BriefsDecember 25, 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
ChinaDaily Briefs Daily Brief China: Tencent, Contemporary Amperex Technology (CATL) and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 22Dec23); CNOOC/Energy To The Buy Side; Tencent…Smartkarma Daily BriefsDecember 24, 2023
ChinaDaily Briefs Daily Brief China: Tencent and more In today’s briefing: China Gaming Restrictions 2.0 China Gaming Restrictions 2.0By Mio Kato China has…Smartkarma Daily BriefsDecember 23, 2023
ChinaDaily Briefs Daily Brief China: Alibaba Group Holding , SHEIN, Plover Bay Technologies, Midea Group Co Ltd A, UBTech Robotics, Cosco Shipping Energy Transportation Co. Ltd. (H), China South City and more In today’s briefing: Alibaba’s Eddie Wu, Strategic Leader or Ma's Partner?2024 IPOs Pipeline Worldwide (Top…Smartkarma Daily BriefsDecember 22, 2023
ChinaDaily Briefs Daily Brief China: Nexchip Semiconductor , Tencent, Meituan, China South City, Vipshop Holdings and more In today’s briefing: STAR50 Index Rebalance Preview: Four High Impact Changes in March: Latest Developments…Smartkarma Daily BriefsDecember 21, 2023
ChinaDaily Briefs Daily Brief China: China East Education , Yuexiu Property , Hutchmed China Ltd, S.F. Holding and more In today’s briefing: China East Education (667 HK): Getting More InterestingMorning Views Asia: Yuexiu Property…Smartkarma Daily BriefsDecember 20, 2023
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 BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX and more In today’s briefing: Key to Promote Diversity Isn't Company's Size but Rather Manager's Judgment and…Smartkarma Daily BriefsDecember 30, 2023
Daily BriefsJapan Daily Brief Japan: Nikkei 225, Nihon Kohden, Mitsubishi Shokuhin and more In today’s briefing: EQD | The Nikkei Will Pullback Within 1-3 WeeksNihon Kohden (6849 JP):…Smartkarma Daily BriefsDecember 29, 2023
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX, JPY and more In today’s briefing: Companies Keen to Reduce Administrative Costs, but Reluctant to Provide Convenience to…Smartkarma Daily BriefsDecember 28, 2023
Daily BriefsJapan Daily Brief Japan: Fujitsu General, IJTT Co., Ltd. and more In today’s briefing: Fujitsu General (6755) - Fujitsu Wants Out, May Force the IssueIJTT (7315…Smartkarma Daily BriefsDecember 27, 2023
Daily BriefsJapan Daily Brief Japan: IJTT Co., Ltd., Daiwa House Reit Investment, Gumi Inc, Seedheiwa, Lawson Inc, TSE Tokyo Price Index TOPIX and more In today’s briefing: IJTT (7315 JP) - Truly Offensive Takeover Price Gets Bumped, OffensivelyJapan -…Smartkarma Daily BriefsDecember 26, 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 BriefsMacro Daily Brief Macro: The US Fed May Find It Hard NOT to Cut Rates in 2024 and more In today’s briefing: The US Fed May Find It Hard NOT to Cut Rates in…Smartkarma Daily BriefsNovember 30, 2023
Daily BriefsMacro Daily Brief Macro: VIX Isn’t Broken. It Is Diluted by 0DTE Options That Have Shifted Target Risk Windows. and more In today’s briefing: VIX Isn’t Broken. It Is Diluted by 0DTE Options That Have Shifted…Smartkarma Daily BriefsNovember 29, 2023
Daily BriefsMacro Daily Brief Macro: Positioning Watch – All About the Soft Landing Narrative and more In today’s briefing: Positioning Watch – All About the Soft Landing NarrativeInflationary Expectations and Service…Smartkarma Daily BriefsNovember 28, 2023
Daily BriefsMacro Daily Brief Macro: Investment Opportunities From A Global Leadership Review and more In today’s briefing: Investment Opportunities From A Global Leadership ReviewSteno Signals #75 – The 2007/2008…Smartkarma Daily BriefsNovember 27, 2023
Daily BriefsMacro Daily Brief Macro: Unpacking Implications of OPEC Meeting Postponement and more In today’s briefing: Unpacking Implications of OPEC Meeting Postponement Unpacking Implications of OPEC Meeting PostponementBy…Smartkarma Daily BriefsNovember 26, 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 BriefsMost Read Most Read: Tongcheng Travel Holdings , Fujitsu General, Shenzhou Intl Group Holdings, Air China Ltd (H), Kum Yang, Orecorp Ltd, Hollysys Automation Technologies, SK Inc and more In today’s briefing: Index Rebalance & ETF Flow Recap: HSTECH, SIG/CWG, KQ150, REPT BATTEROFujitsu General…Smartkarma Daily BriefsDecember 28, 2023
Daily BriefsMost Read Most Read: Ngern Tid Lor , Daiwa House Reit Investment, Fujitsu General, Posco DX, Gumi Inc, Guangzhou Automobile Group, Seedheiwa, Hollysys Automation Technologies, IJTT Co., Ltd. and more In today’s briefing: SET50 Index Rebalance: KCE Replaces TIDLORJapan - Increasing Shorts on Some Interesting…Smartkarma Daily BriefsDecember 27, 2023
Daily BriefsMost Read Most Read: Newcrest Mining, IJTT Co., Ltd., Daiwa House Reit Investment, Newmont , Posco DX, Gumi Inc, JSR Corp, Seedheiwa, Symbio Holdings, Irc Ltd and more In today’s briefing: Newcrest: Shareholder Vote On 13th OctIJTT (7315 JP) - Truly Offensive Takeover…Smartkarma Daily BriefsDecember 26, 2023
Daily BriefsMost Read Most Read: JD.com Inc (ADR), Newmont , Guangzhou Automobile Group, ASICS Corp, Posco DX, JSR Corp, Benefit One Inc, TSE Tokyo Price Index TOPIX, KOSDAQ 150 Index and more In today’s briefing: NASDAQ 100 Index Rebalance: 6 Regular Changes + 1 Adhoc Change; US$37bn…Smartkarma Daily BriefsDecember 25, 2023
Daily BriefsMost Read Most Read: Taiwan Semiconductor (TSMC) – ADR, Kinross Gold Corp, A2 Milk Co Ltd, Abacus Storage King, Tongcheng Travel Holdings , Vietnam Dairy Products JSC, Posco DX, Newmont and more In today’s briefing: MVIS US Listed Semiconductor 25 Index Rebalance: TSMC Is the Big SellKOSDAQ150…Smartkarma Daily BriefsDecember 24, 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 BriefsEvent-Driven Daily Brief Event-Driven: A/H Premium Tracker (To 15 Dec 23): Time To Go Long Hs Vs As. and more In today’s briefing: A/H Premium Tracker (To 15 Dec 23): Time To Go Long Hs…Smartkarma Daily BriefsDecember 18, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Sigma Health and more In today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Sigma Health, Vinda, Outsourcing, Allkem, Costa,…Smartkarma Daily BriefsDecember 17, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: StubWorld: LVS To Up Stake In Sands. Melco Back To Square One and more In today’s briefing: StubWorld: LVS To Up Stake In Sands. Melco Back To Square OneInvestigating…Smartkarma Daily BriefsDecember 16, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Shinko Electric (6967) Takeover: Initial Break/Gap Risk Analysis and more In today’s briefing: Shinko Electric (6967) Takeover: Initial Break/Gap Risk AnalysisWhitebox Goes Activist on Samsung…Smartkarma Daily BriefsDecember 15, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: JIC Deal For Shinko Electric Is LIGHT and more In today’s briefing: JIC Deal For Shinko Electric Is LIGHT, and There's Room To Complain,…Smartkarma Daily BriefsDecember 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 BriefsECM Daily Brief ECM: WT Microelectronics Placement – Wouldn’t Be Difficult to Digest and more In today’s briefing: WT Microelectronics Placement - Wouldn't Be Difficult to Digest WT Microelectronics Placement…Smartkarma Daily BriefsNovember 11, 2023
Daily BriefsECM Daily Brief ECM: Renesas Electronics Placement – Well Flagged US$1.8bn Deal and more In today’s briefing: Renesas Electronics Placement - Well Flagged US$1.8bn Deal, Accelerated but Index Flows…Smartkarma Daily BriefsNovember 10, 2023
Daily BriefsECM Daily Brief ECM: WuXi XDC IPO: Valuation Insights and more In today’s briefing: WuXi XDC IPO: Valuation InsightsSichuan Baicha Baidao Pre-IPO - The Negatives -…Smartkarma Daily BriefsNovember 9, 2023
Daily BriefsECM Daily Brief ECM: WuXi XDC Cayman IPO – Decent Upside from IPO Range and more In today’s briefing: WuXi XDC Cayman IPO - Decent Upside from IPO Range, Bulk of…Smartkarma Daily BriefsNovember 8, 2023
Daily BriefsECM Daily Brief ECM: WuXi XDC IPO: Valuation First-Look and more In today’s briefing: WuXi XDC IPO: Valuation First-LookWill Semiconductor GDR Listing - Well Flagged and…Smartkarma Daily BriefsNovember 7, 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 BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC Chairman to Retire and more In today’s briefing: TSMC Chairman to Retire, + or — Impacts to ShareholdersOriental Land: Approaching…Smartkarma Daily BriefsDecember 20, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Consumption Weekly: East Buy and more In today’s briefing: China Consumption Weekly: East Buy, NIO, Tencent, PDD, Alibaba, JD.comITMG IJ: A…Smartkarma Daily BriefsDecember 19, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: 2024 High Conviction Idea: More Downside for Meituan and more In today’s briefing: 2024 High Conviction Idea: More Downside for MeituanWater Oasis ( 1161 HK…Smartkarma Daily BriefsDecember 18, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Healthcare Weekly (Dec.15)-BMS/Biokin $8.4B Eye-Popping Deal and more In today’s briefing: China Healthcare Weekly (Dec.15)-BMS/Biokin $8.4B Eye-Popping Deal, NRDL Negotiation Result, Haoyuan: Policy…Smartkarma Daily BriefsDecember 17, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Bangladesh Stock Picks | Quarterly Updates | OLYMPI and more In today’s briefing: Bangladesh Stock Picks | Quarterly Updates | OLYMPI, SQTT, BPMLFedEx (FDX US,…Smartkarma Daily BriefsDecember 16, 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
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), Delta Electronics Thailand 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 BriefsTMT/Internet Daily Brief TMT/Internet: Hollysys Automation Technologies, SK Inc, Datamatics Global Services, Whispir Ltd, XL Axiata and more In today’s briefing: Hollysys (HOLI US): Dazheng Consortium "Trumps" Ascendent's BidUpdated NAV on SK Inc…Smartkarma Daily BriefsDecember 28, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), Taiwan Semiconductor (TSMC) – ADR 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: Gumi Inc, King Yuan Electronics Co, Ltd., Symbio Holdings, NetEase , Mediatek Inc, Hollysys Automation Technologies, uPI Semiconductor Corp, Taiwan Semiconductor (TSMC) – ADR and more In today’s briefing: SBI To Buy Gumi (3903) Shares To Up Stake to Near 30%…Smartkarma Daily BriefsDecember 26, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Posco DX, Apple , Quantum Solutions Co Ltd, Tencent and more In today’s briefing: Index Rebalance & ETF Flow Recap: STAR50, SET50, AMFI, KOSDAQ1502024 High Conviction:…Smartkarma Daily BriefsDecember 25, 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
ChinaDaily Briefs Daily Brief China: Tencent, Contemporary Amperex Technology (CATL) and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 22Dec23); CNOOC/Energy To The Buy Side; Tencent…Smartkarma Daily BriefsDecember 24, 2023
ChinaDaily Briefs Daily Brief China: Tencent and more In today’s briefing: China Gaming Restrictions 2.0 China Gaming Restrictions 2.0By Mio Kato China has…Smartkarma Daily BriefsDecember 23, 2023
ChinaDaily Briefs Daily Brief China: Alibaba Group Holding , SHEIN, Plover Bay Technologies, Midea Group Co Ltd A, UBTech Robotics, Cosco Shipping Energy Transportation Co. Ltd. (H), China South City and more In today’s briefing: Alibaba’s Eddie Wu, Strategic Leader or Ma's Partner?2024 IPOs Pipeline Worldwide (Top…Smartkarma Daily BriefsDecember 22, 2023
ChinaDaily Briefs Daily Brief China: Nexchip Semiconductor , Tencent, Meituan, China South City, Vipshop Holdings and more In today’s briefing: STAR50 Index Rebalance Preview: Four High Impact Changes in March: Latest Developments…Smartkarma Daily BriefsDecember 21, 2023
ChinaDaily Briefs Daily Brief China: China East Education , Yuexiu Property , Hutchmed China Ltd, S.F. Holding and more In today’s briefing: China East Education (667 HK): Getting More InterestingMorning Views Asia: Yuexiu Property…Smartkarma Daily BriefsDecember 20, 2023
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 BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX and more In today’s briefing: Key to Promote Diversity Isn't Company's Size but Rather Manager's Judgment and…Smartkarma Daily BriefsDecember 30, 2023
Daily BriefsJapan Daily Brief Japan: Nikkei 225, Nihon Kohden, Mitsubishi Shokuhin and more In today’s briefing: EQD | The Nikkei Will Pullback Within 1-3 WeeksNihon Kohden (6849 JP):…Smartkarma Daily BriefsDecember 29, 2023
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX, JPY and more In today’s briefing: Companies Keen to Reduce Administrative Costs, but Reluctant to Provide Convenience to…Smartkarma Daily BriefsDecember 28, 2023
Daily BriefsJapan Daily Brief Japan: Fujitsu General, IJTT Co., Ltd. and more In today’s briefing: Fujitsu General (6755) - Fujitsu Wants Out, May Force the IssueIJTT (7315…Smartkarma Daily BriefsDecember 27, 2023
Daily BriefsJapan Daily Brief Japan: IJTT Co., Ltd., Daiwa House Reit Investment, Gumi Inc, Seedheiwa, Lawson Inc, TSE Tokyo Price Index TOPIX and more In today’s briefing: IJTT (7315 JP) - Truly Offensive Takeover Price Gets Bumped, OffensivelyJapan -…Smartkarma Daily BriefsDecember 26, 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 BriefsMacro Daily Brief Macro: The US Fed May Find It Hard NOT to Cut Rates in 2024 and more In today’s briefing: The US Fed May Find It Hard NOT to Cut Rates in…Smartkarma Daily BriefsNovember 30, 2023
Daily BriefsMacro Daily Brief Macro: VIX Isn’t Broken. It Is Diluted by 0DTE Options That Have Shifted Target Risk Windows. and more In today’s briefing: VIX Isn’t Broken. It Is Diluted by 0DTE Options That Have Shifted…Smartkarma Daily BriefsNovember 29, 2023
Daily BriefsMacro Daily Brief Macro: Positioning Watch – All About the Soft Landing Narrative and more In today’s briefing: Positioning Watch – All About the Soft Landing NarrativeInflationary Expectations and Service…Smartkarma Daily BriefsNovember 28, 2023
Daily BriefsMacro Daily Brief Macro: Investment Opportunities From A Global Leadership Review and more In today’s briefing: Investment Opportunities From A Global Leadership ReviewSteno Signals #75 – The 2007/2008…Smartkarma Daily BriefsNovember 27, 2023
Daily BriefsMacro Daily Brief Macro: Unpacking Implications of OPEC Meeting Postponement and more In today’s briefing: Unpacking Implications of OPEC Meeting Postponement Unpacking Implications of OPEC Meeting PostponementBy…Smartkarma Daily BriefsNovember 26, 2023