Daily BriefsMost Read Most Read: Bharat Heavy Electricals, DISCO Corp, Tongcheng Travel Holdings , Posco DX, Abacus Storage King, Vietnam Dairy Products JSC, Hankook & Company, Vinda International and more In today’s briefing: NIFTY200 Momentum30 Index Rebalance: 18 Changes a Side, 58% Turnover, Momentum IntactIndex…Smartkarma Daily BriefsDecember 17, 2023
Daily BriefsMost Read Most Read: JD.com Inc (ADR), Hankook & Company, Bharat Heavy Electricals, Shinko Electric Industries, Vinda International, Posco DX, Sands China, Doosan Robotics , Samsung C&T and more In today’s briefing: NASDAQ 100 Index Rebalance: 6 Regular Changes + 1 Adhoc Change; US$37bn…Smartkarma Daily BriefsDecember 16, 2023
Daily BriefsMost Read Most Read: Allkem Ltd, JD.com Inc (ADR), Toyota Motor, Shinko Electric Industries, Posco DX, Samsung C&T, Vinda International, yutori , Hunan Changyuan Lico and more In today’s briefing: Allkem/Livent (AKE AU | LTHM US) Merger Update: MUCH More Than Meets…Smartkarma Daily BriefsDecember 15, 2023
Daily BriefsMost Read Most Read: Denso Corp, Benefit One Inc, Shinko Electric Industries, JD.com Inc (ADR), Tongcheng Travel Holdings , Recruit Holdings, Hollysys Automation Technologies and more In today’s briefing: Denso Corp (6902 JP): Potential US$4.6bn Placement & Limited Passive BuyingJIC Consortium…Smartkarma Daily BriefsDecember 14, 2023
Daily BriefsMost Read Most Read: Benefit One Inc, Yamazen Corp, S.M.Entertainment Co, Shinko Electric Industries, Denso Corp, CPMC Holdings, Tongcheng Travel Holdings and more In today’s briefing: Denso Corp Placement - Quick Update - In Better Shape Now, Size…Smartkarma Daily BriefsDecember 13, 2023
Daily BriefsMost Read Most Read: Benefit One Inc, Outsourcing Inc, Taiwan Semiconductor (TSMC) – ADR, DISCO Corp, Denso Corp, S.M.Entertainment Co, LG Energy Solution, Yamazen Corp, Softbank Group, Sigma Healthcare and more In today’s briefing: New Benefit One Deal Recalculated, More Benefit for All, Less for OneBain…Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Swire (19 HK / 87 HK) Announces NEW and more In today’s briefing: Swire (19 HK / 87 HK) Announces NEW, Bigger, Better BuybackStubWorld: Swire's…Smartkarma Daily BriefsDecember 7, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: P.S.Mitsubishi Contruction (1871 JP) – Pro-Ration Expectations Update and more In today’s briefing: P.S.Mitsubishi Contruction (1871 JP) - Pro-Ration Expectations UpdateNikkei 225 Index Rebalance Preview…Smartkarma Daily BriefsDecember 6, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Benefit One (2412) – Pro-Ration Expectations Update and more In today’s briefing: Benefit One (2412) - Pro-Ration Expectations UpdateNIFTY200 Momentum30 Index Rebalance Preview: 58%…Smartkarma Daily BriefsDecember 5, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: March 2024 Nikkei 225 Rebal – Socionext and more In today’s briefing: March 2024 Nikkei 225 Rebal - Socionext, Disco, and a Consumer Goods…Smartkarma Daily BriefsDecember 4, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: S&P500 Index Rebalance: Calling an UBER and more In today’s briefing: S&P500 Index Rebalance: Calling an UBERJapan Activism: Japan Catalyst Fund Calls Out…Smartkarma Daily BriefsDecember 3, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: HK CEO & Director Dealings (1 Dec 2023): Kwoks Still Buying SHK; Co-Founder Selling Akeso and more In today’s briefing: HK CEO & Director Dealings (1 Dec 2023): Kwoks Still Buying SHK;…Smartkarma Daily BriefsDecember 2, 2023
Daily BriefsECM Daily Brief ECM: ECM Weekly (29th Oct 2023) – Kokusai and more In today’s briefing: ECM Weekly (29th Oct 2023) - Kokusai, J&T, Midea, Wuxi XDC, Cirrus,…Smartkarma Daily BriefsOctober 29, 2023
Daily BriefsECM Daily Brief ECM: CARGO Therapeutics IPO Preview: A Promising Pipeline of Next-Gen CAR T-Cell Therapies and more In today’s briefing: CARGO Therapeutics IPO Preview: A Promising Pipeline of Next-Gen CAR T-Cell Therapies…Smartkarma Daily BriefsOctober 28, 2023
Daily BriefsECM Daily Brief ECM: J&T Global Express IPO: Trading Debut and more In today’s briefing: J&T Global Express IPO: Trading DebutVinfast: New Funding to Support Growth Plans…Smartkarma Daily BriefsOctober 27, 2023
Daily BriefsECM Daily Brief ECM: LS Materials IPO Preview and more In today’s briefing: LS Materials IPO PreviewCello World IPO - Strong past Growth but Has…Smartkarma Daily BriefsOctober 26, 2023
Daily BriefsECM Daily Brief ECM: Kokusai Electric IPO: Trading Debut and more In today’s briefing: Kokusai Electric IPO: Trading DebutWuXi XDC Cayman Pre-IPO - Peer Comparison -…Smartkarma Daily BriefsOctober 25, 2023
Daily BriefsECM Daily Brief ECM: Seoul Guarantee Insurance Corp IPO – Cancelled and more In today’s briefing: Seoul Guarantee Insurance Corp IPO - CancelledKokusai Electric IPO Trading - Decent…Smartkarma Daily BriefsOctober 24, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: KOSAIDO Holdings (7868) – Showcasing Growth Through Competitive Advantage and more In today’s briefing: KOSAIDO Holdings (7868) - Showcasing Growth Through Competitive AdvantageCerebras. G42 Deal Is…Smartkarma Daily BriefsDecember 9, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Smartkarma Corporate Webinar | Kuaishou: A Leading Short Video Platform & Content Community in China and more In today’s briefing: Smartkarma Corporate Webinar | Kuaishou: A Leading Short Video Platform & Content…Smartkarma Daily BriefsDecember 8, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: 2024 High Conviction Idea – High Beta and Low Risk Recommendations and more In today’s briefing: 2024 High Conviction Idea - High Beta and Low Risk RecommendationsBYD (1211…Smartkarma Daily BriefsDecember 7, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Shortlist Of 2024 High Conviction Ideas: Income and more In today’s briefing: Shortlist Of 2024 High Conviction Ideas: Income, Value, and Margin of Safety:…Smartkarma Daily BriefsDecember 6, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Fenbi (2469 HK): Beneficiary Of A Weak Job Market In China and more In today’s briefing: Fenbi (2469 HK): Beneficiary Of A Weak Job Market In ChinaChina Consumption…Smartkarma Daily BriefsDecember 5, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Pair Trade: Want Want (151 HK) And Mengniu (2319 HK) and more In today’s briefing: Pair Trade: Want Want (151 HK) And Mengniu (2319 HK)Fu Shou Yuan…Smartkarma Daily BriefsDecember 4, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Marvell Technology and more In today’s briefing: Merger Arb Mondays (18 Dec) - Shinko Electric, Benefit One, Toyo, CPMC,…Smartkarma Daily BriefsDecember 18, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Hang Seng Index and more In today’s briefing: Taiwan Tech Weekly: AI Plays Weak Despite Strong Taiwan Tech Market PerformanceEQD…Smartkarma Daily BriefsDecember 17, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Xperi and more In today’s briefing: XPER: The Sense Behind the Cents XPER: The Sense Behind the CentsBy…Smartkarma Daily BriefsDecember 16, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Sea , yutori , Taiwan Semiconductor (TSMC) – ADR, Advanced Micro Devices, Heroz Inc, Ebay Inc, Soluna Holdings and more In today’s briefing: Shinko Electric (6967) Takeover: Initial Break/Gap Risk AnalysisSea Ltd: TikTok's Tokopedia Deal…Smartkarma Daily BriefsDecember 15, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Hollysys Automation Technologies, Posco DX, Foxconn Industrial Internet, Takachiho Koheki 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 BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Hollysys Automation Technologies, Money Forward , Taiwan Semiconductor Co., Tencent, Mediatek Inc, Nano Dimension , Vection Technologies Ltd, Meitu Inc and more In today’s briefing: JIC Consortium Possibly In Line to Win Shinko At "¥800bn", Which Makes…Smartkarma Daily BriefsDecember 13, 2023
ChinaDaily Briefs Daily Brief China: CPMC Holdings, Tongcheng Travel Holdings , Tencent, REPT BATTERO Energy, China Shineway Pharmaceutical, Meitu Inc and more In today’s briefing: CPMC (906 HK): SASAC Usurper?CPMC Holdings (906 HK): Possible Scenarios as ORG…Smartkarma Daily BriefsDecember 13, 2023
ChinaDaily Briefs Daily Brief China: Li Ning, REPT BATTERO Energy, China South City, Pharmaron Beijing , iMotion Automotive Technology, Yunda Holding and more In today’s briefing: Li Ning (2331 HK): Buying A HKD2.2bn Office Building - Now A…Smartkarma Daily BriefsDecember 12, 2023
ChinaDaily Briefs Daily Brief China: CNOOC Ltd, Pharmaron Beijing , REPT BATTERO Energy, Trip.com, SHEIN, Chongqing Changan Automobile Company, Hang Seng Index, BYD, Shenzhen International, Shijiazhuang Yiling Pharmaceutical and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 8Dec23); CNOOC & China Mobile Both Now…Smartkarma Daily BriefsDecember 11, 2023
ChinaDaily Briefs Daily Brief China: REPT BATTERO Energy, Akeso Biopharma Inc, Chindata Group, CPMC Holdings, Topchoice Medical and more In today’s briefing: Rept Battero IPO: The Bear Case: Solid Companies Starting to Rise from…Smartkarma Daily BriefsDecember 10, 2023
ChinaDaily Briefs Daily Brief China: REPT BATTERO Energy, Yuexiu Property and more In today’s briefing: REPT BATTERO Energy IPO - Fastest Growth, Lowest Margins, No Valuation DiscountWeekly…Smartkarma Daily BriefsDecember 9, 2023
ChinaDaily Briefs Daily Brief China: Kuaishou Technology, Zhongsheng Group, NIO , Tongcheng Travel Holdings , UBTech Robotics, Yuexiu Property and more In today’s briefing: Smartkarma Corporate Webinar | Kuaishou: A Leading Short Video Platform & Content…Smartkarma Daily BriefsDecember 8, 2023
Daily BriefsJapan Daily Brief Japan: Jade Group and more In today’s briefing: Jade Hopes for Growth Through Reebok as Locondo Slows Jade Hopes for…Smartkarma Daily BriefsDecember 19, 2023
Daily BriefsJapan Daily Brief Japan: Tomony Holdings, Shinko Electric Industries, TSE Tokyo Price Index TOPIX and more In today’s briefing: Tomony Holdings (8600 JP) - Regional Bank NEW SHARE Issue - Not…Smartkarma Daily BriefsDecember 18, 2023
Daily BriefsJapan Daily Brief Japan: Benefit One Inc, Denso Corp and more In today’s briefing: Weekly Deals Digest (17 Dec) - Benefit One, Shinko Electric, Toyo, CPMC,…Smartkarma Daily BriefsDecember 17, 2023
Daily BriefsJapan Daily Brief Japan: Japan Exchange Group, TSE Tokyo Price Index TOPIX and more In today’s briefing: Global Exchanges – Japan Exchange Is Our 2024 High Conviction CallFuture Human…Smartkarma Daily BriefsDecember 16, 2023
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, yutori , Toyo Construction, Heroz Inc, Astellas Pharma, Ebay Inc and more In today’s briefing: Shinko Electric (6967) Takeover: Initial Break/Gap Risk AnalysisZozo-Owned Yutori IPO This MonthToyo…Smartkarma Daily BriefsDecember 15, 2023
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, Recruit Holdings, Toyota Motor, INFRONEER Holdings , TSE Tokyo Price Index TOPIX, Geo Holdings, Takachiho Koheki, Duskin Co Ltd 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 BriefsMacro Daily Brief Macro: EM by EM #30 Pick-up from King Carry? and more In today’s briefing: EM by EM #30 Pick-up from King Carry?US Recession Still Likely but…Smartkarma Daily BriefsNovember 18, 2023
Daily BriefsMacro Daily Brief Macro: Increase in Trading of Inverse ETFs in Korea Post Temporary Ban on Stocks Short Selling and more In today’s briefing: Increase in Trading of Inverse ETFs in Korea Post Temporary Ban on…Smartkarma Daily BriefsNovember 17, 2023
Daily BriefsMacro Daily Brief Macro: Navigating the Crude Oil Crack Spread and more In today’s briefing: Navigating the Crude Oil Crack SpreadPositioning Watch – The Cocktail of Heavy…Smartkarma Daily BriefsNovember 16, 2023
Daily BriefsMacro Daily Brief Macro: US Inflation: First Take! and more In today’s briefing: US Inflation: First Take!UK CPI Watch: No Path to 2% Unless Inflation…Smartkarma Daily BriefsNovember 15, 2023
Daily BriefsMacro Daily Brief Macro: The Week That Was in ASEAN@Smartkarma – Cisarua Mountain Dairy and more In today’s briefing: The Week That Was in ASEAN@Smartkarma - Cisarua Mountain Dairy, Sumber Alfaria…Smartkarma Daily BriefsNovember 14, 2023
Daily BriefsMacro Daily Brief Macro: Steno Signals #73 – An Abysmal Impulse for 2024 and more In today’s briefing: Steno Signals #73 – An Abysmal Impulse for 2024Extended Fed Policy Pause…Smartkarma Daily BriefsNovember 13, 2023
Daily BriefsMost Read Most Read: Bharat Heavy Electricals, DISCO Corp, Tongcheng Travel Holdings , Posco DX, Abacus Storage King, Vietnam Dairy Products JSC, Hankook & Company, Vinda International and more In today’s briefing: NIFTY200 Momentum30 Index Rebalance: 18 Changes a Side, 58% Turnover, Momentum IntactIndex…Smartkarma Daily BriefsDecember 17, 2023
Daily BriefsMost Read Most Read: JD.com Inc (ADR), Hankook & Company, Bharat Heavy Electricals, Shinko Electric Industries, Vinda International, Posco DX, Sands China, Doosan Robotics , Samsung C&T and more In today’s briefing: NASDAQ 100 Index Rebalance: 6 Regular Changes + 1 Adhoc Change; US$37bn…Smartkarma Daily BriefsDecember 16, 2023
Daily BriefsMost Read Most Read: Allkem Ltd, JD.com Inc (ADR), Toyota Motor, Shinko Electric Industries, Posco DX, Samsung C&T, Vinda International, yutori , Hunan Changyuan Lico and more In today’s briefing: Allkem/Livent (AKE AU | LTHM US) Merger Update: MUCH More Than Meets…Smartkarma Daily BriefsDecember 15, 2023
Daily BriefsMost Read Most Read: Denso Corp, Benefit One Inc, Shinko Electric Industries, JD.com Inc (ADR), Tongcheng Travel Holdings , Recruit Holdings, Hollysys Automation Technologies and more In today’s briefing: Denso Corp (6902 JP): Potential US$4.6bn Placement & Limited Passive BuyingJIC Consortium…Smartkarma Daily BriefsDecember 14, 2023
Daily BriefsMost Read Most Read: Benefit One Inc, Yamazen Corp, S.M.Entertainment Co, Shinko Electric Industries, Denso Corp, CPMC Holdings, Tongcheng Travel Holdings and more In today’s briefing: Denso Corp Placement - Quick Update - In Better Shape Now, Size…Smartkarma Daily BriefsDecember 13, 2023
Daily BriefsMost Read Most Read: Benefit One Inc, Outsourcing Inc, Taiwan Semiconductor (TSMC) – ADR, DISCO Corp, Denso Corp, S.M.Entertainment Co, LG Energy Solution, Yamazen Corp, Softbank Group, Sigma Healthcare and more In today’s briefing: New Benefit One Deal Recalculated, More Benefit for All, Less for OneBain…Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Swire (19 HK / 87 HK) Announces NEW and more In today’s briefing: Swire (19 HK / 87 HK) Announces NEW, Bigger, Better BuybackStubWorld: Swire's…Smartkarma Daily BriefsDecember 7, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: P.S.Mitsubishi Contruction (1871 JP) – Pro-Ration Expectations Update and more In today’s briefing: P.S.Mitsubishi Contruction (1871 JP) - Pro-Ration Expectations UpdateNikkei 225 Index Rebalance Preview…Smartkarma Daily BriefsDecember 6, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Benefit One (2412) – Pro-Ration Expectations Update and more In today’s briefing: Benefit One (2412) - Pro-Ration Expectations UpdateNIFTY200 Momentum30 Index Rebalance Preview: 58%…Smartkarma Daily BriefsDecember 5, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: March 2024 Nikkei 225 Rebal – Socionext and more In today’s briefing: March 2024 Nikkei 225 Rebal - Socionext, Disco, and a Consumer Goods…Smartkarma Daily BriefsDecember 4, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: S&P500 Index Rebalance: Calling an UBER and more In today’s briefing: S&P500 Index Rebalance: Calling an UBERJapan Activism: Japan Catalyst Fund Calls Out…Smartkarma Daily BriefsDecember 3, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: HK CEO & Director Dealings (1 Dec 2023): Kwoks Still Buying SHK; Co-Founder Selling Akeso and more In today’s briefing: HK CEO & Director Dealings (1 Dec 2023): Kwoks Still Buying SHK;…Smartkarma Daily BriefsDecember 2, 2023
Daily BriefsECM Daily Brief ECM: ECM Weekly (29th Oct 2023) – Kokusai and more In today’s briefing: ECM Weekly (29th Oct 2023) - Kokusai, J&T, Midea, Wuxi XDC, Cirrus,…Smartkarma Daily BriefsOctober 29, 2023
Daily BriefsECM Daily Brief ECM: CARGO Therapeutics IPO Preview: A Promising Pipeline of Next-Gen CAR T-Cell Therapies and more In today’s briefing: CARGO Therapeutics IPO Preview: A Promising Pipeline of Next-Gen CAR T-Cell Therapies…Smartkarma Daily BriefsOctober 28, 2023
Daily BriefsECM Daily Brief ECM: J&T Global Express IPO: Trading Debut and more In today’s briefing: J&T Global Express IPO: Trading DebutVinfast: New Funding to Support Growth Plans…Smartkarma Daily BriefsOctober 27, 2023
Daily BriefsECM Daily Brief ECM: LS Materials IPO Preview and more In today’s briefing: LS Materials IPO PreviewCello World IPO - Strong past Growth but Has…Smartkarma Daily BriefsOctober 26, 2023
Daily BriefsECM Daily Brief ECM: Kokusai Electric IPO: Trading Debut and more In today’s briefing: Kokusai Electric IPO: Trading DebutWuXi XDC Cayman Pre-IPO - Peer Comparison -…Smartkarma Daily BriefsOctober 25, 2023
Daily BriefsECM Daily Brief ECM: Seoul Guarantee Insurance Corp IPO – Cancelled and more In today’s briefing: Seoul Guarantee Insurance Corp IPO - CancelledKokusai Electric IPO Trading - Decent…Smartkarma Daily BriefsOctober 24, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: KOSAIDO Holdings (7868) – Showcasing Growth Through Competitive Advantage and more In today’s briefing: KOSAIDO Holdings (7868) - Showcasing Growth Through Competitive AdvantageCerebras. G42 Deal Is…Smartkarma Daily BriefsDecember 9, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Smartkarma Corporate Webinar | Kuaishou: A Leading Short Video Platform & Content Community in China and more In today’s briefing: Smartkarma Corporate Webinar | Kuaishou: A Leading Short Video Platform & Content…Smartkarma Daily BriefsDecember 8, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: 2024 High Conviction Idea – High Beta and Low Risk Recommendations and more In today’s briefing: 2024 High Conviction Idea - High Beta and Low Risk RecommendationsBYD (1211…Smartkarma Daily BriefsDecember 7, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Shortlist Of 2024 High Conviction Ideas: Income and more In today’s briefing: Shortlist Of 2024 High Conviction Ideas: Income, Value, and Margin of Safety:…Smartkarma Daily BriefsDecember 6, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Fenbi (2469 HK): Beneficiary Of A Weak Job Market In China and more In today’s briefing: Fenbi (2469 HK): Beneficiary Of A Weak Job Market In ChinaChina Consumption…Smartkarma Daily BriefsDecember 5, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Pair Trade: Want Want (151 HK) And Mengniu (2319 HK) and more In today’s briefing: Pair Trade: Want Want (151 HK) And Mengniu (2319 HK)Fu Shou Yuan…Smartkarma Daily BriefsDecember 4, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Marvell Technology and more In today’s briefing: Merger Arb Mondays (18 Dec) - Shinko Electric, Benefit One, Toyo, CPMC,…Smartkarma Daily BriefsDecember 18, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Hang Seng Index and more In today’s briefing: Taiwan Tech Weekly: AI Plays Weak Despite Strong Taiwan Tech Market PerformanceEQD…Smartkarma Daily BriefsDecember 17, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Xperi and more In today’s briefing: XPER: The Sense Behind the Cents XPER: The Sense Behind the CentsBy…Smartkarma Daily BriefsDecember 16, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Sea , yutori , Taiwan Semiconductor (TSMC) – ADR, Advanced Micro Devices, Heroz Inc, Ebay Inc, Soluna Holdings and more In today’s briefing: Shinko Electric (6967) Takeover: Initial Break/Gap Risk AnalysisSea Ltd: TikTok's Tokopedia Deal…Smartkarma Daily BriefsDecember 15, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Hollysys Automation Technologies, Posco DX, Foxconn Industrial Internet, Takachiho Koheki 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 BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Hollysys Automation Technologies, Money Forward , Taiwan Semiconductor Co., Tencent, Mediatek Inc, Nano Dimension , Vection Technologies Ltd, Meitu Inc and more In today’s briefing: JIC Consortium Possibly In Line to Win Shinko At "¥800bn", Which Makes…Smartkarma Daily BriefsDecember 13, 2023
ChinaDaily Briefs Daily Brief China: CPMC Holdings, Tongcheng Travel Holdings , Tencent, REPT BATTERO Energy, China Shineway Pharmaceutical, Meitu Inc and more In today’s briefing: CPMC (906 HK): SASAC Usurper?CPMC Holdings (906 HK): Possible Scenarios as ORG…Smartkarma Daily BriefsDecember 13, 2023
ChinaDaily Briefs Daily Brief China: Li Ning, REPT BATTERO Energy, China South City, Pharmaron Beijing , iMotion Automotive Technology, Yunda Holding and more In today’s briefing: Li Ning (2331 HK): Buying A HKD2.2bn Office Building - Now A…Smartkarma Daily BriefsDecember 12, 2023
ChinaDaily Briefs Daily Brief China: CNOOC Ltd, Pharmaron Beijing , REPT BATTERO Energy, Trip.com, SHEIN, Chongqing Changan Automobile Company, Hang Seng Index, BYD, Shenzhen International, Shijiazhuang Yiling Pharmaceutical and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 8Dec23); CNOOC & China Mobile Both Now…Smartkarma Daily BriefsDecember 11, 2023
ChinaDaily Briefs Daily Brief China: REPT BATTERO Energy, Akeso Biopharma Inc, Chindata Group, CPMC Holdings, Topchoice Medical and more In today’s briefing: Rept Battero IPO: The Bear Case: Solid Companies Starting to Rise from…Smartkarma Daily BriefsDecember 10, 2023
ChinaDaily Briefs Daily Brief China: REPT BATTERO Energy, Yuexiu Property and more In today’s briefing: REPT BATTERO Energy IPO - Fastest Growth, Lowest Margins, No Valuation DiscountWeekly…Smartkarma Daily BriefsDecember 9, 2023
ChinaDaily Briefs Daily Brief China: Kuaishou Technology, Zhongsheng Group, NIO , Tongcheng Travel Holdings , UBTech Robotics, Yuexiu Property and more In today’s briefing: Smartkarma Corporate Webinar | Kuaishou: A Leading Short Video Platform & Content…Smartkarma Daily BriefsDecember 8, 2023
Daily BriefsJapan Daily Brief Japan: Jade Group and more In today’s briefing: Jade Hopes for Growth Through Reebok as Locondo Slows Jade Hopes for…Smartkarma Daily BriefsDecember 19, 2023
Daily BriefsJapan Daily Brief Japan: Tomony Holdings, Shinko Electric Industries, TSE Tokyo Price Index TOPIX and more In today’s briefing: Tomony Holdings (8600 JP) - Regional Bank NEW SHARE Issue - Not…Smartkarma Daily BriefsDecember 18, 2023
Daily BriefsJapan Daily Brief Japan: Benefit One Inc, Denso Corp and more In today’s briefing: Weekly Deals Digest (17 Dec) - Benefit One, Shinko Electric, Toyo, CPMC,…Smartkarma Daily BriefsDecember 17, 2023
Daily BriefsJapan Daily Brief Japan: Japan Exchange Group, TSE Tokyo Price Index TOPIX and more In today’s briefing: Global Exchanges – Japan Exchange Is Our 2024 High Conviction CallFuture Human…Smartkarma Daily BriefsDecember 16, 2023
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, yutori , Toyo Construction, Heroz Inc, Astellas Pharma, Ebay Inc and more In today’s briefing: Shinko Electric (6967) Takeover: Initial Break/Gap Risk AnalysisZozo-Owned Yutori IPO This MonthToyo…Smartkarma Daily BriefsDecember 15, 2023
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, Recruit Holdings, Toyota Motor, INFRONEER Holdings , TSE Tokyo Price Index TOPIX, Geo Holdings, Takachiho Koheki, Duskin Co Ltd 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 BriefsMacro Daily Brief Macro: EM by EM #30 Pick-up from King Carry? and more In today’s briefing: EM by EM #30 Pick-up from King Carry?US Recession Still Likely but…Smartkarma Daily BriefsNovember 18, 2023
Daily BriefsMacro Daily Brief Macro: Increase in Trading of Inverse ETFs in Korea Post Temporary Ban on Stocks Short Selling and more In today’s briefing: Increase in Trading of Inverse ETFs in Korea Post Temporary Ban on…Smartkarma Daily BriefsNovember 17, 2023
Daily BriefsMacro Daily Brief Macro: Navigating the Crude Oil Crack Spread and more In today’s briefing: Navigating the Crude Oil Crack SpreadPositioning Watch – The Cocktail of Heavy…Smartkarma Daily BriefsNovember 16, 2023
Daily BriefsMacro Daily Brief Macro: US Inflation: First Take! and more In today’s briefing: US Inflation: First Take!UK CPI Watch: No Path to 2% Unless Inflation…Smartkarma Daily BriefsNovember 15, 2023
Daily BriefsMacro Daily Brief Macro: The Week That Was in ASEAN@Smartkarma – Cisarua Mountain Dairy and more In today’s briefing: The Week That Was in ASEAN@Smartkarma - Cisarua Mountain Dairy, Sumber Alfaria…Smartkarma Daily BriefsNovember 14, 2023
Daily BriefsMacro Daily Brief Macro: Steno Signals #73 – An Abysmal Impulse for 2024 and more In today’s briefing: Steno Signals #73 – An Abysmal Impulse for 2024Extended Fed Policy Pause…Smartkarma Daily BriefsNovember 13, 2023