Daily BriefsMost Read Most Read: Lendlease Global Commercial REIT, Benefit One Inc, SHEIN, Nexchip Semiconductor , Tencent, Ngern Tid Lor , Pasona Group, Posco DX, A2B Australia, Probiotec Ltd and more In today’s briefing: Smartkarma Corporate Webinar | Lendlease Global: Sustainable Returns Through High-Quality AssetsDai-Ichi Life…Smartkarma Daily BriefsDecember 23, 2023
Daily BriefsMost Read Most Read: Livent, Posco DX, LG Display, Kurabo Industries, Benefit One Inc, Taisho Pharmaceutical Holdin, Nexchip Semiconductor , SHEIN, Hanwha Corporation and more In today’s briefing: Allkem+Livent=Arcadium : Expected Index FlowsKOSDAQ150 Index Rebalance Preview: Posco DX Listing TransferArb…Smartkarma Daily BriefsDecember 22, 2023
Daily BriefsMost Read Most Read: Allkem Ltd, Livent, Shanghai Junshi Biosciences , LG Display, Kurabo Industries, Toyo Construction, Pan Ocean, Tsuruha Holdings, United States Steel, Taisho Pharmaceutical Holdin and more In today’s briefing: Allkem/Livent (AKE AU | LTHM US) Merger Of Lithium Equals Has Index…Smartkarma Daily BriefsDecember 21, 2023
Daily BriefsMost Read Most Read: Allkem Ltd, JSR Corp, Shinhan Financial, Taiwan Semiconductor (TSMC), Oriental Land, Pan Ocean, Taihan Electric Wire, Azure Minerals and more In today’s briefing: Allkem/Livent (AKE AU | LTHM US) Merger Update: MUCH More Than Meets…Smartkarma Daily BriefsDecember 20, 2023
Daily BriefsMost Read Most Read: Allkem Ltd, Walsin Lihwa, Tongcheng Travel Holdings , NIO , WuXi AppTec, Hankook & Company, Link Administration, LG Display and more In today’s briefing: Allkem/Livent Merger Vote Tomorrow: Will Vote Get Past?Yuanta/P-Shares Taiwan Div+ ETF: Day…Smartkarma Daily BriefsDecember 19, 2023
Daily BriefsMost Read Most Read: Vinda International, Shanghai Junshi Biosciences , Hankook & Company, Tongcheng Travel Holdings , Tomony Holdings, Walsin Lihwa, Shinko Electric Industries, Meituan and more In today’s briefing: Vinda (3331 HK): Tanoto's Firm OfferA/H Premium Tracker (To 15 Dec 23):…Smartkarma Daily BriefsDecember 18, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Benefit One (2412): M3 Extends For a Full Month and more In today’s briefing: Benefit One (2412): M3 Extends For a Full MonthJIC Consortium Possibly In…Smartkarma Daily BriefsDecember 13, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Denso Corp Placement – Quick Update – In Better Shape Now and more In today’s briefing: Denso Corp Placement - Quick Update - In Better Shape Now, Size…Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Outsourcing (2427 JP): Bain-Backed Preconditional MBO Tender Offer at JPY1 and more In today’s briefing: Outsourcing (2427 JP): Bain-Backed Preconditional MBO Tender Offer at JPY1,755TOPIX Inclusions: Who…Smartkarma Daily BriefsDecember 11, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Benefit One (2412 JP): Thoughts on the Potential Minority Offer Price and more In today’s briefing: Benefit One (2412 JP): Thoughts on the Potential Minority Offer PriceLast Week…Smartkarma Daily BriefsDecember 10, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Pasona Is Up Bigly. More To Come and more In today’s briefing: Pasona Is Up Bigly. More To ComeEQD | Nikkei 225 WEEKLY AnalysisItausa…Smartkarma Daily BriefsDecember 9, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Dai-Ichi Life (8750) Proposes a Full Takeover of Benefit One (2412) and more In today’s briefing: Dai-Ichi Life (8750) Proposes a Full Takeover of Benefit One (2412), Overbidding…Smartkarma Daily BriefsDecember 8, 2023
Daily BriefsECM Daily Brief ECM: ECM Weekly (5th Nov 2023)- Midea and more In today’s briefing: ECM Weekly (5th Nov 2023)- Midea, WuxiXDC, Cello, Honasa, Qyuns, Ecopro, Lalatech,…Smartkarma Daily BriefsNovember 5, 2023
Daily BriefsECM Daily Brief ECM: Midea Group H Share Listing: The Investment Case and more In today’s briefing: Midea Group H Share Listing: The Investment CaseVentia Services Group Placement- Coming…Smartkarma Daily BriefsNovember 3, 2023
Daily BriefsECM Daily Brief ECM: WuXi XDC IPO: The Bear Case and more In today’s briefing: WuXi XDC IPO: The Bear CaseHonasa Consumer Ltd IPO- Forensic AnalysisASK Automotive…Smartkarma Daily BriefsNovember 2, 2023
Daily BriefsECM Daily Brief ECM: Treasury Wine Entitlement Offer – Not as Straightforward as It Sounds and more In today’s briefing: Treasury Wine Entitlement Offer - Not as Straightforward as It SoundsWuXi XDC…Smartkarma Daily BriefsNovember 1, 2023
Daily BriefsECM Daily Brief ECM: Ecopro Materials IPO – Updated Thoughts on Valuation – Sentiment Has Gotten Worse and more In today’s briefing: Ecopro Materials IPO - Updated Thoughts on Valuation - Sentiment Has Gotten…Smartkarma Daily BriefsOctober 31, 2023
Daily BriefsECM Daily Brief ECM: Cainiao Smart Logistics IPO: The Bear Case and more In today’s briefing: Cainiao Smart Logistics IPO: The Bear CaseLalatech (货拉拉) Pre-IPO: To Understand Revenue…Smartkarma Daily BriefsOctober 30, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Sea Ltd: TikTok’s Tokopedia Deal and Lazada’s Financial Boost Raise Concerns and more In today’s briefing: Sea Ltd: TikTok's Tokopedia Deal and Lazada's Financial Boost Raise ConcernsTaiwan Dual-Listings…Smartkarma Daily BriefsDecember 15, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Tourism Group (601888 CH and more In today’s briefing: China Tourism Group (601888 CH, BUY, TP: CNY106): How to Catch a…Smartkarma Daily BriefsDecember 14, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Money Forward (3394) | A Growth Stock for 2024 and more In today’s briefing: Money Forward (3394) | A Growth Stock for 2024TSMC's November Revenue Declines…Smartkarma Daily BriefsDecember 13, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Li Ning (2331 HK): Buying A HKD2.2bn Office Building – Now A Corporate Governance Discount? and more In today’s briefing: Li Ning (2331 HK): Buying A HKD2.2bn Office Building - Now A…Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Trip.com (TCOM US and more In today’s briefing: Trip.com (TCOM US, 9961 HK): Revenue 30% Above Pre-COVID LevelMax Healthcare (MAXHEALTH…Smartkarma Daily BriefsDecember 11, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: [Blue Lotus Sector Update]: Solid Companies Starting to Rise from the Ashes and more In today’s briefing: : Solid Companies Starting to Rise from the AshesGUC (3443.TT): Why the…Smartkarma Daily BriefsDecember 10, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 22Dec23); CNOOC/Energy To The Buy Side; Tencent…Smartkarma Daily BriefsDecember 24, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Micron Technology, Samsung Electronics and more In today’s briefing: China Gaming Restrictions 2.0Micron Analysis, Industry Takeaways: Memory Market TAM New Highs…Smartkarma Daily BriefsDecember 23, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Plover Bay Technologies, Posco DX, Intel Corp, UBTech Robotics, Telefonica SA, Japan System Techniques Co, Carta Holdings, Inc. and more In today’s briefing: Plover Bay (1523 HK): Interesting Net Cash /8% Dividend Yield Play/ With…Smartkarma Daily BriefsDecember 22, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: LG Display, Whispir Ltd, SiteMinder, Nexchip Semiconductor , Tencent, Viva Republica, Micron Technology and more In today’s briefing: Arb Trading with Stock Rights in Korea: A Basic Guide Featuring LG…Smartkarma Daily BriefsDecember 21, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), Gaia and more In today’s briefing: TSMC Chairman to Retire, + or — Impacts to ShareholdersGaia, Inc. -…Smartkarma Daily BriefsDecember 20, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Link Administration, LG Display and more In today’s briefing: Link Admin (LNK AU): Mitsubishi UFJ's Bittersweet SchemeLG Display: Announces a Rights…Smartkarma Daily BriefsDecember 19, 2023
ChinaDaily Briefs Daily Brief China: NIO , Longfor Properties and more In today’s briefing: China Consumption Weekly: East Buy, NIO, Tencent, PDD, Alibaba, JD.comMorning Views Asia:…Smartkarma Daily BriefsDecember 19, 2023
ChinaDaily Briefs Daily Brief China: Shanghai Junshi Biosciences , Meituan, Great Wall Motor, SHEIN, Water Oasis, REPT BATTERO Energy, Haier Smart Home , Shenzhen Mindray Bio-Medical Electronics, Octillion Energy Holdings, WuXi AppTec and more In today’s briefing: A/H Premium Tracker (To 15 Dec 23): Time To Go Long Hs…Smartkarma Daily BriefsDecember 18, 2023
ChinaDaily Briefs Daily Brief China: Vinda International, Shanghai Haoyuan Chemexpress, Tongcheng Travel Holdings , KE Holdings , Hang Seng Index and more In today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Sigma Health, Vinda, Outsourcing, Allkem, Costa,…Smartkarma Daily BriefsDecember 17, 2023
ChinaDaily Briefs Daily Brief China: Sands China, Vinda International, Yuexiu Real Estate Investment Trust and more In today’s briefing: StubWorld: LVS To Up Stake In Sands. Melco Back To Square OneVinda…Smartkarma Daily BriefsDecember 16, 2023
ChinaDaily Briefs Daily Brief China: Vinda International, Hunan Changyuan Lico, Zai Lab Ltd, Poly Real Estate Group Co., Ltd, Dalian Wanda Commercial Properties, Yuexiu Real Estate Investment Trust and more In today’s briefing: Vinda (3331 HK): Tanoto's Firm OfferQuiddity Leaderboard STAR 50 Mar 24: Four…Smartkarma Daily BriefsDecember 15, 2023
ChinaDaily Briefs Daily Brief China: JD.com Inc (ADR), China Tourism Group Duty Free Corp Ltd, Shanghai Rural Commercial Bank, Li Auto , Hunan Yuneng New Energy Battery Material, HighTide Therapeutics, Longfor Properties and more In today’s briefing: NASDAQ 100 Index Rebalance: 6 Regular Changes + 1 Adhoc Change; US$37bn…Smartkarma Daily BriefsDecember 14, 2023
Daily BriefsJapan Daily Brief Japan: ASICS Corp, JSR Corp, Quantum Solutions Co Ltd and more In today’s briefing: Asics (7936) | Footwear Fallout as Nike's Q2 Sends Sector ShockwavesMerger Arb…Smartkarma Daily BriefsDecember 25, 2023
Daily BriefsJapan Daily Brief Japan: Benefit One Inc, TSE Tokyo Price Index TOPIX and more In today’s briefing: Last Week in Event SPACE: Benefit One, Hankook, Toyo Construction, Hanwha, Tsuruha,…Smartkarma Daily BriefsDecember 24, 2023
Daily BriefsJapan Daily Brief Japan: MARUKA FURUSATO and more In today’s briefing: 3Q Follow-Up - MARUKA FURUSATO Corporation (7128 JP) 3Q Follow-Up - MARUKA…Smartkarma Daily BriefsDecember 23, 2023
Daily BriefsJapan Daily Brief Japan: Benefit One Inc, Pasona Group, TSE Tokyo Price Index TOPIX, Japan System Techniques Co, Carta Holdings, Inc. 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 BriefsJapan Daily Brief Japan: Toyo Construction, Taisho Pharmaceutical Holdin, LIFULL and more In today’s briefing: Toyo Construction (1890) - Everyone Hits PauseJapan Bumpitrage Potential: T&K Toka, IJTT,…Smartkarma Daily BriefsDecember 21, 2023
Daily BriefsJapan Daily Brief Japan: JSR Corp, Oriental Land, Asagami Corp, Mizuho Financial Group, Kurabo Industries, TSE Tokyo Price Index TOPIX, Tsuruha Holdings and more In today’s briefing: JSR (4185) - Deal Approval Unexpectedly Delayed, As ExpectedOriental Land: Approaching the…Smartkarma Daily BriefsDecember 20, 2023
Daily BriefsMacro Daily Brief Macro: CX Daily: China Battles Surge in Respiratory Infections Among Children and more In today’s briefing: CX Daily: China Battles Surge in Respiratory Infections Among Children Portfolio Watch:…Smartkarma Daily BriefsNovember 25, 2023
Daily BriefsMacro Daily Brief Macro: KOSPI 200 and KOSDAQ 150 Rebalance Additions and Deletions Announced (December 2023) and more In today’s briefing: KOSPI 200 and KOSDAQ 150 Rebalance Additions and Deletions Announced (December 2023)EIA…Smartkarma Daily BriefsNovember 24, 2023
Daily BriefsMacro Daily Brief Macro: 5 things we watch: IFO and more In today’s briefing: 5 things we watch: IFO, US rates, Earnings revisions, USD & GasolineUSD’o’meter:…Smartkarma Daily BriefsNovember 23, 2023
Daily BriefsMacro Daily Brief Macro: The Land of Swaying Yen: Will The BoJ Intervene? How Will Yen Respond? and more In today’s briefing: The Land of Swaying Yen: Will The BoJ Intervene? How Will Yen…Smartkarma Daily BriefsNovember 22, 2023
Daily BriefsMacro Daily Brief Macro: Charting Beyond the Euro Area Headlines and more In today’s briefing: Charting Beyond the Euro Area HeadlinesThe Week That Was in ASEAN@Smartkarma -…Smartkarma Daily BriefsNovember 21, 2023
Daily BriefsMacro Daily Brief Macro: Steno Signals #74 – Did King USD Just Break? and more In today’s briefing: Steno Signals #74 – Did King USD Just Break?Fed's Policy Rate Benchmark…Smartkarma Daily BriefsNovember 20, 2023
Daily BriefsMost Read Most Read: Lendlease Global Commercial REIT, Benefit One Inc, SHEIN, Nexchip Semiconductor , Tencent, Ngern Tid Lor , Pasona Group, Posco DX, A2B Australia, Probiotec Ltd and more In today’s briefing: Smartkarma Corporate Webinar | Lendlease Global: Sustainable Returns Through High-Quality AssetsDai-Ichi Life…Smartkarma Daily BriefsDecember 23, 2023
Daily BriefsMost Read Most Read: Livent, Posco DX, LG Display, Kurabo Industries, Benefit One Inc, Taisho Pharmaceutical Holdin, Nexchip Semiconductor , SHEIN, Hanwha Corporation and more In today’s briefing: Allkem+Livent=Arcadium : Expected Index FlowsKOSDAQ150 Index Rebalance Preview: Posco DX Listing TransferArb…Smartkarma Daily BriefsDecember 22, 2023
Daily BriefsMost Read Most Read: Allkem Ltd, Livent, Shanghai Junshi Biosciences , LG Display, Kurabo Industries, Toyo Construction, Pan Ocean, Tsuruha Holdings, United States Steel, Taisho Pharmaceutical Holdin and more In today’s briefing: Allkem/Livent (AKE AU | LTHM US) Merger Of Lithium Equals Has Index…Smartkarma Daily BriefsDecember 21, 2023
Daily BriefsMost Read Most Read: Allkem Ltd, JSR Corp, Shinhan Financial, Taiwan Semiconductor (TSMC), Oriental Land, Pan Ocean, Taihan Electric Wire, Azure Minerals and more In today’s briefing: Allkem/Livent (AKE AU | LTHM US) Merger Update: MUCH More Than Meets…Smartkarma Daily BriefsDecember 20, 2023
Daily BriefsMost Read Most Read: Allkem Ltd, Walsin Lihwa, Tongcheng Travel Holdings , NIO , WuXi AppTec, Hankook & Company, Link Administration, LG Display and more In today’s briefing: Allkem/Livent Merger Vote Tomorrow: Will Vote Get Past?Yuanta/P-Shares Taiwan Div+ ETF: Day…Smartkarma Daily BriefsDecember 19, 2023
Daily BriefsMost Read Most Read: Vinda International, Shanghai Junshi Biosciences , Hankook & Company, Tongcheng Travel Holdings , Tomony Holdings, Walsin Lihwa, Shinko Electric Industries, Meituan and more In today’s briefing: Vinda (3331 HK): Tanoto's Firm OfferA/H Premium Tracker (To 15 Dec 23):…Smartkarma Daily BriefsDecember 18, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Benefit One (2412): M3 Extends For a Full Month and more In today’s briefing: Benefit One (2412): M3 Extends For a Full MonthJIC Consortium Possibly In…Smartkarma Daily BriefsDecember 13, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Denso Corp Placement – Quick Update – In Better Shape Now and more In today’s briefing: Denso Corp Placement - Quick Update - In Better Shape Now, Size…Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Outsourcing (2427 JP): Bain-Backed Preconditional MBO Tender Offer at JPY1 and more In today’s briefing: Outsourcing (2427 JP): Bain-Backed Preconditional MBO Tender Offer at JPY1,755TOPIX Inclusions: Who…Smartkarma Daily BriefsDecember 11, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Benefit One (2412 JP): Thoughts on the Potential Minority Offer Price and more In today’s briefing: Benefit One (2412 JP): Thoughts on the Potential Minority Offer PriceLast Week…Smartkarma Daily BriefsDecember 10, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Pasona Is Up Bigly. More To Come and more In today’s briefing: Pasona Is Up Bigly. More To ComeEQD | Nikkei 225 WEEKLY AnalysisItausa…Smartkarma Daily BriefsDecember 9, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Dai-Ichi Life (8750) Proposes a Full Takeover of Benefit One (2412) and more In today’s briefing: Dai-Ichi Life (8750) Proposes a Full Takeover of Benefit One (2412), Overbidding…Smartkarma Daily BriefsDecember 8, 2023
Daily BriefsECM Daily Brief ECM: ECM Weekly (5th Nov 2023)- Midea and more In today’s briefing: ECM Weekly (5th Nov 2023)- Midea, WuxiXDC, Cello, Honasa, Qyuns, Ecopro, Lalatech,…Smartkarma Daily BriefsNovember 5, 2023
Daily BriefsECM Daily Brief ECM: Midea Group H Share Listing: The Investment Case and more In today’s briefing: Midea Group H Share Listing: The Investment CaseVentia Services Group Placement- Coming…Smartkarma Daily BriefsNovember 3, 2023
Daily BriefsECM Daily Brief ECM: WuXi XDC IPO: The Bear Case and more In today’s briefing: WuXi XDC IPO: The Bear CaseHonasa Consumer Ltd IPO- Forensic AnalysisASK Automotive…Smartkarma Daily BriefsNovember 2, 2023
Daily BriefsECM Daily Brief ECM: Treasury Wine Entitlement Offer – Not as Straightforward as It Sounds and more In today’s briefing: Treasury Wine Entitlement Offer - Not as Straightforward as It SoundsWuXi XDC…Smartkarma Daily BriefsNovember 1, 2023
Daily BriefsECM Daily Brief ECM: Ecopro Materials IPO – Updated Thoughts on Valuation – Sentiment Has Gotten Worse and more In today’s briefing: Ecopro Materials IPO - Updated Thoughts on Valuation - Sentiment Has Gotten…Smartkarma Daily BriefsOctober 31, 2023
Daily BriefsECM Daily Brief ECM: Cainiao Smart Logistics IPO: The Bear Case and more In today’s briefing: Cainiao Smart Logistics IPO: The Bear CaseLalatech (货拉拉) Pre-IPO: To Understand Revenue…Smartkarma Daily BriefsOctober 30, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Sea Ltd: TikTok’s Tokopedia Deal and Lazada’s Financial Boost Raise Concerns and more In today’s briefing: Sea Ltd: TikTok's Tokopedia Deal and Lazada's Financial Boost Raise ConcernsTaiwan Dual-Listings…Smartkarma Daily BriefsDecember 15, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Tourism Group (601888 CH and more In today’s briefing: China Tourism Group (601888 CH, BUY, TP: CNY106): How to Catch a…Smartkarma Daily BriefsDecember 14, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Money Forward (3394) | A Growth Stock for 2024 and more In today’s briefing: Money Forward (3394) | A Growth Stock for 2024TSMC's November Revenue Declines…Smartkarma Daily BriefsDecember 13, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Li Ning (2331 HK): Buying A HKD2.2bn Office Building – Now A Corporate Governance Discount? and more In today’s briefing: Li Ning (2331 HK): Buying A HKD2.2bn Office Building - Now A…Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Trip.com (TCOM US and more In today’s briefing: Trip.com (TCOM US, 9961 HK): Revenue 30% Above Pre-COVID LevelMax Healthcare (MAXHEALTH…Smartkarma Daily BriefsDecember 11, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: [Blue Lotus Sector Update]: Solid Companies Starting to Rise from the Ashes and more In today’s briefing: : Solid Companies Starting to Rise from the AshesGUC (3443.TT): Why the…Smartkarma Daily BriefsDecember 10, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 22Dec23); CNOOC/Energy To The Buy Side; Tencent…Smartkarma Daily BriefsDecember 24, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Micron Technology, Samsung Electronics and more In today’s briefing: China Gaming Restrictions 2.0Micron Analysis, Industry Takeaways: Memory Market TAM New Highs…Smartkarma Daily BriefsDecember 23, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Plover Bay Technologies, Posco DX, Intel Corp, UBTech Robotics, Telefonica SA, Japan System Techniques Co, Carta Holdings, Inc. and more In today’s briefing: Plover Bay (1523 HK): Interesting Net Cash /8% Dividend Yield Play/ With…Smartkarma Daily BriefsDecember 22, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: LG Display, Whispir Ltd, SiteMinder, Nexchip Semiconductor , Tencent, Viva Republica, Micron Technology and more In today’s briefing: Arb Trading with Stock Rights in Korea: A Basic Guide Featuring LG…Smartkarma Daily BriefsDecember 21, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), Gaia and more In today’s briefing: TSMC Chairman to Retire, + or — Impacts to ShareholdersGaia, Inc. -…Smartkarma Daily BriefsDecember 20, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Link Administration, LG Display and more In today’s briefing: Link Admin (LNK AU): Mitsubishi UFJ's Bittersweet SchemeLG Display: Announces a Rights…Smartkarma Daily BriefsDecember 19, 2023
ChinaDaily Briefs Daily Brief China: NIO , Longfor Properties and more In today’s briefing: China Consumption Weekly: East Buy, NIO, Tencent, PDD, Alibaba, JD.comMorning Views Asia:…Smartkarma Daily BriefsDecember 19, 2023
ChinaDaily Briefs Daily Brief China: Shanghai Junshi Biosciences , Meituan, Great Wall Motor, SHEIN, Water Oasis, REPT BATTERO Energy, Haier Smart Home , Shenzhen Mindray Bio-Medical Electronics, Octillion Energy Holdings, WuXi AppTec and more In today’s briefing: A/H Premium Tracker (To 15 Dec 23): Time To Go Long Hs…Smartkarma Daily BriefsDecember 18, 2023
ChinaDaily Briefs Daily Brief China: Vinda International, Shanghai Haoyuan Chemexpress, Tongcheng Travel Holdings , KE Holdings , Hang Seng Index and more In today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Sigma Health, Vinda, Outsourcing, Allkem, Costa,…Smartkarma Daily BriefsDecember 17, 2023
ChinaDaily Briefs Daily Brief China: Sands China, Vinda International, Yuexiu Real Estate Investment Trust and more In today’s briefing: StubWorld: LVS To Up Stake In Sands. Melco Back To Square OneVinda…Smartkarma Daily BriefsDecember 16, 2023
ChinaDaily Briefs Daily Brief China: Vinda International, Hunan Changyuan Lico, Zai Lab Ltd, Poly Real Estate Group Co., Ltd, Dalian Wanda Commercial Properties, Yuexiu Real Estate Investment Trust and more In today’s briefing: Vinda (3331 HK): Tanoto's Firm OfferQuiddity Leaderboard STAR 50 Mar 24: Four…Smartkarma Daily BriefsDecember 15, 2023
ChinaDaily Briefs Daily Brief China: JD.com Inc (ADR), China Tourism Group Duty Free Corp Ltd, Shanghai Rural Commercial Bank, Li Auto , Hunan Yuneng New Energy Battery Material, HighTide Therapeutics, Longfor Properties and more In today’s briefing: NASDAQ 100 Index Rebalance: 6 Regular Changes + 1 Adhoc Change; US$37bn…Smartkarma Daily BriefsDecember 14, 2023
Daily BriefsJapan Daily Brief Japan: ASICS Corp, JSR Corp, Quantum Solutions Co Ltd and more In today’s briefing: Asics (7936) | Footwear Fallout as Nike's Q2 Sends Sector ShockwavesMerger Arb…Smartkarma Daily BriefsDecember 25, 2023
Daily BriefsJapan Daily Brief Japan: Benefit One Inc, TSE Tokyo Price Index TOPIX and more In today’s briefing: Last Week in Event SPACE: Benefit One, Hankook, Toyo Construction, Hanwha, Tsuruha,…Smartkarma Daily BriefsDecember 24, 2023
Daily BriefsJapan Daily Brief Japan: MARUKA FURUSATO and more In today’s briefing: 3Q Follow-Up - MARUKA FURUSATO Corporation (7128 JP) 3Q Follow-Up - MARUKA…Smartkarma Daily BriefsDecember 23, 2023
Daily BriefsJapan Daily Brief Japan: Benefit One Inc, Pasona Group, TSE Tokyo Price Index TOPIX, Japan System Techniques Co, Carta Holdings, Inc. 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 BriefsJapan Daily Brief Japan: Toyo Construction, Taisho Pharmaceutical Holdin, LIFULL and more In today’s briefing: Toyo Construction (1890) - Everyone Hits PauseJapan Bumpitrage Potential: T&K Toka, IJTT,…Smartkarma Daily BriefsDecember 21, 2023
Daily BriefsJapan Daily Brief Japan: JSR Corp, Oriental Land, Asagami Corp, Mizuho Financial Group, Kurabo Industries, TSE Tokyo Price Index TOPIX, Tsuruha Holdings and more In today’s briefing: JSR (4185) - Deal Approval Unexpectedly Delayed, As ExpectedOriental Land: Approaching the…Smartkarma Daily BriefsDecember 20, 2023
Daily BriefsMacro Daily Brief Macro: CX Daily: China Battles Surge in Respiratory Infections Among Children and more In today’s briefing: CX Daily: China Battles Surge in Respiratory Infections Among Children Portfolio Watch:…Smartkarma Daily BriefsNovember 25, 2023
Daily BriefsMacro Daily Brief Macro: KOSPI 200 and KOSDAQ 150 Rebalance Additions and Deletions Announced (December 2023) and more In today’s briefing: KOSPI 200 and KOSDAQ 150 Rebalance Additions and Deletions Announced (December 2023)EIA…Smartkarma Daily BriefsNovember 24, 2023
Daily BriefsMacro Daily Brief Macro: 5 things we watch: IFO and more In today’s briefing: 5 things we watch: IFO, US rates, Earnings revisions, USD & GasolineUSD’o’meter:…Smartkarma Daily BriefsNovember 23, 2023
Daily BriefsMacro Daily Brief Macro: The Land of Swaying Yen: Will The BoJ Intervene? How Will Yen Respond? and more In today’s briefing: The Land of Swaying Yen: Will The BoJ Intervene? How Will Yen…Smartkarma Daily BriefsNovember 22, 2023
Daily BriefsMacro Daily Brief Macro: Charting Beyond the Euro Area Headlines and more In today’s briefing: Charting Beyond the Euro Area HeadlinesThe Week That Was in ASEAN@Smartkarma -…Smartkarma Daily BriefsNovember 21, 2023
Daily BriefsMacro Daily Brief Macro: Steno Signals #74 – Did King USD Just Break? and more In today’s briefing: Steno Signals #74 – Did King USD Just Break?Fed's Policy Rate Benchmark…Smartkarma Daily BriefsNovember 20, 2023