Daily BriefsMost Read Most Read: Benefit One Inc, Outsourcing Inc, Visional , Kinross Gold Corp, DISCO Corp, Albemarle Corp, Taiwan Semiconductor (TSMC) – ADR and more In today’s briefing: New Benefit One Deal Recalculated, More Benefit for All, Less for OneBenefit…Smartkarma Daily BriefsDecember 11, 2023
Daily BriefsMost Read Most Read: Uber Technologies , AMP Ltd, NTPC Ltd, Kia Corp, Bharat Heavy Electricals, Benefit One Inc and more In today’s briefing: Dai-Ichi Life (8750) Proposes a Full Takeover of Benefit One (2412), Overbidding…Smartkarma Daily BriefsDecember 10, 2023
Daily BriefsMost Read Most Read: Benefit One Inc, Kokusai Electric , K Car , EcoPro Materials, Pasona Group, LG CNS, Bharat Heavy Electricals, Kasumigaseki Capital, REPT BATTERO Energy and more In today’s briefing: Dai-Ichi Life (8750) Proposes a Full Takeover of Benefit One (2412), Overbidding…Smartkarma Daily BriefsDecember 9, 2023
Daily BriefsMost Read Most Read: Benefit One Inc, Rakuten Bank , Pasona Group, Hygon Information Technology C, Mini Kospi 200 Futures, Denso Corp, O S Co Ltd, Perpetual Ltd, Zhongsheng Group 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 BriefsMost Read Most Read: Rakuten Bank , Ryohin Keikaku, Swire Pacific (B), Harmonic Drive Systems, Swire Pacific (A), Tokyo Rakutenchi and more In today’s briefing: Rakuten Bank IPO Lock-Up - Parent and Company Will Come Out of…Smartkarma Daily BriefsDecember 7, 2023
Daily BriefsMost Read Most Read: Eoflow, IJTT Co., Ltd., Benefit One Inc, Weiqiao Textile Co, AMP Ltd, Ps Mitsubishi Construction, Ryohin Keikaku, Chindata Group, Hankook & Company and more In today’s briefing: EOFlow (Further) Tests Investor PatienceIJTT (7315 JP) - A Truly Offensive Takeover…Smartkarma Daily BriefsDecember 6, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Itoen Pref (25935 JP) – Big Discount and more In today’s briefing: Itoen Pref (25935 JP) - Big Discount, Big Buyback, No Big Governance…Smartkarma Daily BriefsDecember 1, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: StubWorld: Toyota Group To Sell 10% of Denso; Adelson Selling LVS and more In today’s briefing: StubWorld: Toyota Group To Sell 10% of Denso; Adelson Selling LVSSpread Trade…Smartkarma Daily BriefsNovember 30, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Denso Corp Placement – Possible Placement by Toyota to Raise US$4.7bn and more In today’s briefing: Denso Corp Placement - Possible Placement by Toyota to Raise US$4.7bnDenso Corp…Smartkarma Daily BriefsNovember 29, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: 2024 High Conviction: Buy Hollysys and more In today’s briefing: 2024 High Conviction: Buy HollysysStubWorld: Rumoured Interest In PCCW's FibreCNI Semiconductor Chips…Smartkarma Daily BriefsNovember 28, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Asahi Group Placement – Follow Up – Shaping up for a Christmas Cheer and more In today’s briefing: Asahi Group Placement - Follow Up - Shaping up for a Christmas…Smartkarma Daily BriefsNovember 27, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: CES China Semiconductor Chips Index Rebalance: Another Inclusion for Hygon and more In today’s briefing: CES China Semiconductor Chips Index Rebalance: Another Inclusion for HygonT&K TOKA (4636…Smartkarma Daily BriefsNovember 26, 2023
Daily BriefsECM Daily Brief ECM: CaiNiao Smart Logistics Pre-IPO Part 3 | Key Comps and more In today’s briefing: CaiNiao Smart Logistics Pre-IPO Part 3 | Key Comps, Valuation Multiples |…Smartkarma Daily BriefsOctober 23, 2023
Daily BriefsECM Daily Brief ECM: ECM Weekly (22nd Oct 2023) – J&T and more In today’s briefing: ECM Weekly (22nd Oct 2023) - J&T, Cuscal, Liontown, Cainiao, ZJLD, Taiwan…Smartkarma Daily BriefsOctober 22, 2023
Daily BriefsECM Daily Brief ECM: Blue Jet Healthcare IPO: Niche Offering and Long-Standing Customer Relationship Are Key Positives and more In today’s briefing: Blue Jet Healthcare IPO: Niche Offering and Long-Standing Customer Relationship Are Key…Smartkarma Daily BriefsOctober 21, 2023
Daily BriefsECM Daily Brief ECM: Hudco Oct 23 OFS – Momentum Has Been Strong and more In today’s briefing: Hudco Oct 23 OFS - Momentum Has Been Strong, and Appears to…Smartkarma Daily BriefsOctober 19, 2023
Daily BriefsECM Daily Brief ECM: Taiwan Cement GDS – Momentum Hasn’t Been the Greatest and more In today’s briefing: Taiwan Cement GDS - Momentum Hasn’t Been the Greatest, Although It Is…Smartkarma Daily BriefsOctober 18, 2023
Daily BriefsECM Daily Brief ECM: Hana Microelectronics Placement – Stock Has Been Doing Well and more In today’s briefing: Hana Microelectronics Placement - Stock Has Been Doing Well, Unclear if Deal…Smartkarma Daily BriefsOctober 17, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: 2024 High Conviction: China Tourism Group (601888 CH and more In today’s briefing: 2024 High Conviction: China Tourism Group (601888 CH, BUY, TP:CNY106): See the…Smartkarma Daily BriefsDecember 3, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: 2024 High Conviction – BEN – Almost All Mortgages | NPLs in Decline | Credit Costs Can Move Lower and more In today’s briefing: 2024 High Conviction - BEN - Almost All Mortgages | NPLs in…Smartkarma Daily BriefsDecember 2, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Denso – Thoughts On The Cross-Holdings Sell-Down and more In today’s briefing: Denso – Thoughts On The Cross-Holdings Sell-DownBYD (1211 HK) | Takeaways from…Smartkarma Daily BriefsDecember 1, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: L’Occitane (973 HK): FY1H24 Earnings Hurt By Massive Increase In Marketing and more In today’s briefing: L'Occitane (973 HK): FY1H24 Earnings Hurt By Massive Increase In Marketing, As…Smartkarma Daily BriefsNovember 30, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Asics (7936) | Stepping Ahead with New MTP and more In today’s briefing: Asics (7936) | Stepping Ahead with New MTP Namaste India 🙏 |…Smartkarma Daily BriefsNovember 29, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Recruit Holdings (6098) | 2024 High Conviction and more In today’s briefing: Recruit Holdings (6098) | 2024 High Conviction: C4Q/2024 Ads Upswing Bridge Gap…Smartkarma Daily BriefsNovember 28, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Softbank Group, Hollysys Automation Technologies, Torex Semiconductor, Japan Business Systems and more In today’s briefing: Softbank (9984 JP): Adding a Strengthening JPY to the MixHollysys (HOLI US):…Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Hang Seng Index and more In today’s briefing: MVIS US Listed Semiconductor 25 Index Rebalance: TSMC Is the Big SellEQD…Smartkarma Daily BriefsDecember 11, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: DISCO Corp, Chindata Group, Global Unichip, ASICLAND and more In today’s briefing: Index Rebalance & ETF Flow Recap: NKY, TW Div+, ASX200, NZX50, Mom30,…Smartkarma Daily BriefsDecember 10, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Cerebras Systems , Media and Games Invest, Netgear Inc and more In today’s briefing: Cerebras. G42 Deal Is A Life Saver. Or Is It?MGI - Media…Smartkarma Daily BriefsDecember 9, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Mini Kospi 200 Futures, Kuaishou Technology, LG CNS, Taiwan Semiconductor (TSMC) – ADR, Cellnex Telecom Sau, Solid State PLC, UBTech Robotics and more In today’s briefing: KOSPI 200 Futures Calendar Spread Trading: Latest on Year-End Dividend Record Date…Smartkarma Daily BriefsDecember 8, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Hygon Information Technology C, SenseTime Group , Robosense Technology and more In today’s briefing: 2024 High Conviction Idea - High Beta and Low Risk RecommendationsChina: Consolidated…Smartkarma Daily BriefsDecember 7, 2023
ChinaDaily Briefs Daily Brief China: Swire Pacific (B), Tencent, Swire Pacific (A), CPMC Holdings, Hygon Information Technology C, BYD, SenseTime Group , REPT BATTERO Energy, Robosense Technology and more In today’s briefing: Swire (19 HK / 87 HK) Announces NEW, Bigger, Better Buyback2024 High…Smartkarma Daily BriefsDecember 7, 2023
ChinaDaily Briefs Daily Brief China: Water Oasis, Chindata Group, JD.com Inc (ADR), Atour Lifestyle Holdings, China Vanke , Dekon Food and Agriculture Group, Huaxia Eye Hospital Group, ZKH Group and more In today’s briefing: Shortlist Of 2024 High Conviction Ideas: Income, Value, and Margin of SafetyDissenters…Smartkarma Daily BriefsDecember 6, 2023
ChinaDaily Briefs Daily Brief China: Weiqiao Textile Co, Great Wall Motor, Fenbi Ltd, Meituan, Luk Fook Holdings Intl, PDD Holdings , Wuxi Biologics, Cainiao Smart Logistics Network, REPT BATTERO Energy and more In today’s briefing: Weiqiao Textile (2698 HK): Pre-Conditional Privatisation Offer at HK$3.50A/H Premium Tracker (To…Smartkarma Daily BriefsDecember 5, 2023
ChinaDaily Briefs Daily Brief China: Want Want, Fu Shou Yuan, H World Group , Seazen (Formerly Future Land) and more In today’s briefing: Pair Trade: Want Want (151 HK) And Mengniu (2319 HK)Fu Shou Yuan…Smartkarma Daily BriefsDecember 4, 2023
ChinaDaily Briefs Daily Brief China: China Tourism Group Duty Free Corp Ltd, Meituan, Fufeng, Zhejiang Orient Gene Biotech C, Bilibili and more In today’s briefing: 2024 High Conviction: China Tourism Group (601888 CH, BUY, TP:CNY106): See the…Smartkarma Daily BriefsDecember 3, 2023
ChinaDaily Briefs Daily Brief China: Sun Hung Kai Properties, PDD Holdings , Powerlong Real Estate Holdings, Hang Seng Index and more In today’s briefing: HK CEO & Director Dealings (1 Dec 2023): Kwoks Still Buying SHK;…Smartkarma Daily BriefsDecember 2, 2023
Daily BriefsJapan Daily Brief Japan: Benefit One Inc, Shinko Electric Industries, Denso Corp, Money Forward , TSE Tokyo Price Index TOPIX, Will Group Inc and more In today’s briefing: Benefit One (2412): M3 Extends For a Full MonthJIC Consortium Possibly In…Smartkarma Daily BriefsDecember 13, 2023
Daily BriefsJapan Daily Brief Japan: Denso Corp, Yamazen Corp, Softbank Group, Torex Semiconductor, Japan Business Systems and more In today’s briefing: Denso Corp Placement - Quick Update - In Better Shape Now, Size…Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsJapan Daily Brief Japan: Outsourcing Inc, Visional , Benefit One Inc, ROHM Co Ltd, Japan Airport Terminal Co 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 BriefsJapan Daily Brief Japan: Benefit One Inc, DISCO Corp, Rakuten Group , Keisei Electric Railway Co and more In today’s briefing: Benefit One (2412 JP): Thoughts on the Potential Minority Offer PriceLast Week…Smartkarma Daily BriefsDecember 10, 2023
Daily BriefsJapan Daily Brief Japan: Benefit One Inc, Pasona Group, Kasumigaseki Capital, Kosaido, Hamamatsu Photonics Kk, Nikkei 225 and more In today’s briefing: New Benefit One Deal Recalculated, More Benefit for All, Less for OnePasona…Smartkarma Daily BriefsDecember 9, 2023
Daily BriefsJapan Daily Brief Japan: Benefit One Inc, Pasona Group, O S Co Ltd, Sapporo Holdings, Rakuten Group , COPRO-HOLDINGS Co Ltd, Aoyama Zaisan Networks Co Lt 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 BriefsMacro Daily Brief Macro: The Weekly Market Monitor – China Makes History and more In today’s briefing: The Weekly Market Monitor – China Makes History, Nobody Likes US Debt,…Smartkarma Daily BriefsNovember 12, 2023
Daily BriefsMacro Daily Brief Macro: Do Not SNOOZE the SLOOS and more In today’s briefing: Do Not SNOOZE the SLOOSSeasonality Watch: Why a Dec hike remains in…Smartkarma Daily BriefsNovember 11, 2023
Daily BriefsMacro Daily Brief Macro: CX Daily: EU Probe Into Chinese EV-Makers’ Alleged State Support and more In today’s briefing: CX Daily: EU Probe Into Chinese EV-Makers’ Alleged State Support Energy Watch:…Smartkarma Daily BriefsNovember 10, 2023
Daily BriefsMacro Daily Brief Macro: 5 Important Factors Impacting Shorting Korean Stocks Rules + Shorting the Dutch East India Company and more In today’s briefing: 5 Important Factors Impacting Shorting Korean Stocks Rules + Shorting the Dutch…Smartkarma Daily BriefsNovember 9, 2023
Daily BriefsMacro Daily Brief Macro: Thailand: Government Shows Early Signs of Impotence and more In today’s briefing: Thailand: Government Shows Early Signs of ImpotenceMacro Regime Indicator: Heavy Long in…Smartkarma Daily BriefsNovember 8, 2023
Daily BriefsMacro Daily Brief Macro: Regional Economics: A Turning Point in Asian Trade Paves Way for 2024 Recovery and more In today’s briefing: Regional Economics: A Turning Point in Asian Trade Paves Way for 2024…Smartkarma Daily BriefsNovember 7, 2023
Daily BriefsMost Read Most Read: Benefit One Inc, Outsourcing Inc, Visional , Kinross Gold Corp, DISCO Corp, Albemarle Corp, Taiwan Semiconductor (TSMC) – ADR and more In today’s briefing: New Benefit One Deal Recalculated, More Benefit for All, Less for OneBenefit…Smartkarma Daily BriefsDecember 11, 2023
Daily BriefsMost Read Most Read: Uber Technologies , AMP Ltd, NTPC Ltd, Kia Corp, Bharat Heavy Electricals, Benefit One Inc and more In today’s briefing: Dai-Ichi Life (8750) Proposes a Full Takeover of Benefit One (2412), Overbidding…Smartkarma Daily BriefsDecember 10, 2023
Daily BriefsMost Read Most Read: Benefit One Inc, Kokusai Electric , K Car , EcoPro Materials, Pasona Group, LG CNS, Bharat Heavy Electricals, Kasumigaseki Capital, REPT BATTERO Energy and more In today’s briefing: Dai-Ichi Life (8750) Proposes a Full Takeover of Benefit One (2412), Overbidding…Smartkarma Daily BriefsDecember 9, 2023
Daily BriefsMost Read Most Read: Benefit One Inc, Rakuten Bank , Pasona Group, Hygon Information Technology C, Mini Kospi 200 Futures, Denso Corp, O S Co Ltd, Perpetual Ltd, Zhongsheng Group 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 BriefsMost Read Most Read: Rakuten Bank , Ryohin Keikaku, Swire Pacific (B), Harmonic Drive Systems, Swire Pacific (A), Tokyo Rakutenchi and more In today’s briefing: Rakuten Bank IPO Lock-Up - Parent and Company Will Come Out of…Smartkarma Daily BriefsDecember 7, 2023
Daily BriefsMost Read Most Read: Eoflow, IJTT Co., Ltd., Benefit One Inc, Weiqiao Textile Co, AMP Ltd, Ps Mitsubishi Construction, Ryohin Keikaku, Chindata Group, Hankook & Company and more In today’s briefing: EOFlow (Further) Tests Investor PatienceIJTT (7315 JP) - A Truly Offensive Takeover…Smartkarma Daily BriefsDecember 6, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Itoen Pref (25935 JP) – Big Discount and more In today’s briefing: Itoen Pref (25935 JP) - Big Discount, Big Buyback, No Big Governance…Smartkarma Daily BriefsDecember 1, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: StubWorld: Toyota Group To Sell 10% of Denso; Adelson Selling LVS and more In today’s briefing: StubWorld: Toyota Group To Sell 10% of Denso; Adelson Selling LVSSpread Trade…Smartkarma Daily BriefsNovember 30, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Denso Corp Placement – Possible Placement by Toyota to Raise US$4.7bn and more In today’s briefing: Denso Corp Placement - Possible Placement by Toyota to Raise US$4.7bnDenso Corp…Smartkarma Daily BriefsNovember 29, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: 2024 High Conviction: Buy Hollysys and more In today’s briefing: 2024 High Conviction: Buy HollysysStubWorld: Rumoured Interest In PCCW's FibreCNI Semiconductor Chips…Smartkarma Daily BriefsNovember 28, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Asahi Group Placement – Follow Up – Shaping up for a Christmas Cheer and more In today’s briefing: Asahi Group Placement - Follow Up - Shaping up for a Christmas…Smartkarma Daily BriefsNovember 27, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: CES China Semiconductor Chips Index Rebalance: Another Inclusion for Hygon and more In today’s briefing: CES China Semiconductor Chips Index Rebalance: Another Inclusion for HygonT&K TOKA (4636…Smartkarma Daily BriefsNovember 26, 2023
Daily BriefsECM Daily Brief ECM: CaiNiao Smart Logistics Pre-IPO Part 3 | Key Comps and more In today’s briefing: CaiNiao Smart Logistics Pre-IPO Part 3 | Key Comps, Valuation Multiples |…Smartkarma Daily BriefsOctober 23, 2023
Daily BriefsECM Daily Brief ECM: ECM Weekly (22nd Oct 2023) – J&T and more In today’s briefing: ECM Weekly (22nd Oct 2023) - J&T, Cuscal, Liontown, Cainiao, ZJLD, Taiwan…Smartkarma Daily BriefsOctober 22, 2023
Daily BriefsECM Daily Brief ECM: Blue Jet Healthcare IPO: Niche Offering and Long-Standing Customer Relationship Are Key Positives and more In today’s briefing: Blue Jet Healthcare IPO: Niche Offering and Long-Standing Customer Relationship Are Key…Smartkarma Daily BriefsOctober 21, 2023
Daily BriefsECM Daily Brief ECM: Hudco Oct 23 OFS – Momentum Has Been Strong and more In today’s briefing: Hudco Oct 23 OFS - Momentum Has Been Strong, and Appears to…Smartkarma Daily BriefsOctober 19, 2023
Daily BriefsECM Daily Brief ECM: Taiwan Cement GDS – Momentum Hasn’t Been the Greatest and more In today’s briefing: Taiwan Cement GDS - Momentum Hasn’t Been the Greatest, Although It Is…Smartkarma Daily BriefsOctober 18, 2023
Daily BriefsECM Daily Brief ECM: Hana Microelectronics Placement – Stock Has Been Doing Well and more In today’s briefing: Hana Microelectronics Placement - Stock Has Been Doing Well, Unclear if Deal…Smartkarma Daily BriefsOctober 17, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: 2024 High Conviction: China Tourism Group (601888 CH and more In today’s briefing: 2024 High Conviction: China Tourism Group (601888 CH, BUY, TP:CNY106): See the…Smartkarma Daily BriefsDecember 3, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: 2024 High Conviction – BEN – Almost All Mortgages | NPLs in Decline | Credit Costs Can Move Lower and more In today’s briefing: 2024 High Conviction - BEN - Almost All Mortgages | NPLs in…Smartkarma Daily BriefsDecember 2, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Denso – Thoughts On The Cross-Holdings Sell-Down and more In today’s briefing: Denso – Thoughts On The Cross-Holdings Sell-DownBYD (1211 HK) | Takeaways from…Smartkarma Daily BriefsDecember 1, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: L’Occitane (973 HK): FY1H24 Earnings Hurt By Massive Increase In Marketing and more In today’s briefing: L'Occitane (973 HK): FY1H24 Earnings Hurt By Massive Increase In Marketing, As…Smartkarma Daily BriefsNovember 30, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Asics (7936) | Stepping Ahead with New MTP and more In today’s briefing: Asics (7936) | Stepping Ahead with New MTP Namaste India 🙏 |…Smartkarma Daily BriefsNovember 29, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Recruit Holdings (6098) | 2024 High Conviction and more In today’s briefing: Recruit Holdings (6098) | 2024 High Conviction: C4Q/2024 Ads Upswing Bridge Gap…Smartkarma Daily BriefsNovember 28, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Softbank Group, Hollysys Automation Technologies, Torex Semiconductor, Japan Business Systems and more In today’s briefing: Softbank (9984 JP): Adding a Strengthening JPY to the MixHollysys (HOLI US):…Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Hang Seng Index and more In today’s briefing: MVIS US Listed Semiconductor 25 Index Rebalance: TSMC Is the Big SellEQD…Smartkarma Daily BriefsDecember 11, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: DISCO Corp, Chindata Group, Global Unichip, ASICLAND and more In today’s briefing: Index Rebalance & ETF Flow Recap: NKY, TW Div+, ASX200, NZX50, Mom30,…Smartkarma Daily BriefsDecember 10, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Cerebras Systems , Media and Games Invest, Netgear Inc and more In today’s briefing: Cerebras. G42 Deal Is A Life Saver. Or Is It?MGI - Media…Smartkarma Daily BriefsDecember 9, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Mini Kospi 200 Futures, Kuaishou Technology, LG CNS, Taiwan Semiconductor (TSMC) – ADR, Cellnex Telecom Sau, Solid State PLC, UBTech Robotics and more In today’s briefing: KOSPI 200 Futures Calendar Spread Trading: Latest on Year-End Dividend Record Date…Smartkarma Daily BriefsDecember 8, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Hygon Information Technology C, SenseTime Group , Robosense Technology and more In today’s briefing: 2024 High Conviction Idea - High Beta and Low Risk RecommendationsChina: Consolidated…Smartkarma Daily BriefsDecember 7, 2023
ChinaDaily Briefs Daily Brief China: Swire Pacific (B), Tencent, Swire Pacific (A), CPMC Holdings, Hygon Information Technology C, BYD, SenseTime Group , REPT BATTERO Energy, Robosense Technology and more In today’s briefing: Swire (19 HK / 87 HK) Announces NEW, Bigger, Better Buyback2024 High…Smartkarma Daily BriefsDecember 7, 2023
ChinaDaily Briefs Daily Brief China: Water Oasis, Chindata Group, JD.com Inc (ADR), Atour Lifestyle Holdings, China Vanke , Dekon Food and Agriculture Group, Huaxia Eye Hospital Group, ZKH Group and more In today’s briefing: Shortlist Of 2024 High Conviction Ideas: Income, Value, and Margin of SafetyDissenters…Smartkarma Daily BriefsDecember 6, 2023
ChinaDaily Briefs Daily Brief China: Weiqiao Textile Co, Great Wall Motor, Fenbi Ltd, Meituan, Luk Fook Holdings Intl, PDD Holdings , Wuxi Biologics, Cainiao Smart Logistics Network, REPT BATTERO Energy and more In today’s briefing: Weiqiao Textile (2698 HK): Pre-Conditional Privatisation Offer at HK$3.50A/H Premium Tracker (To…Smartkarma Daily BriefsDecember 5, 2023
ChinaDaily Briefs Daily Brief China: Want Want, Fu Shou Yuan, H World Group , Seazen (Formerly Future Land) and more In today’s briefing: Pair Trade: Want Want (151 HK) And Mengniu (2319 HK)Fu Shou Yuan…Smartkarma Daily BriefsDecember 4, 2023
ChinaDaily Briefs Daily Brief China: China Tourism Group Duty Free Corp Ltd, Meituan, Fufeng, Zhejiang Orient Gene Biotech C, Bilibili and more In today’s briefing: 2024 High Conviction: China Tourism Group (601888 CH, BUY, TP:CNY106): See the…Smartkarma Daily BriefsDecember 3, 2023
ChinaDaily Briefs Daily Brief China: Sun Hung Kai Properties, PDD Holdings , Powerlong Real Estate Holdings, Hang Seng Index and more In today’s briefing: HK CEO & Director Dealings (1 Dec 2023): Kwoks Still Buying SHK;…Smartkarma Daily BriefsDecember 2, 2023
Daily BriefsJapan Daily Brief Japan: Benefit One Inc, Shinko Electric Industries, Denso Corp, Money Forward , TSE Tokyo Price Index TOPIX, Will Group Inc and more In today’s briefing: Benefit One (2412): M3 Extends For a Full MonthJIC Consortium Possibly In…Smartkarma Daily BriefsDecember 13, 2023
Daily BriefsJapan Daily Brief Japan: Denso Corp, Yamazen Corp, Softbank Group, Torex Semiconductor, Japan Business Systems and more In today’s briefing: Denso Corp Placement - Quick Update - In Better Shape Now, Size…Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsJapan Daily Brief Japan: Outsourcing Inc, Visional , Benefit One Inc, ROHM Co Ltd, Japan Airport Terminal Co 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 BriefsJapan Daily Brief Japan: Benefit One Inc, DISCO Corp, Rakuten Group , Keisei Electric Railway Co and more In today’s briefing: Benefit One (2412 JP): Thoughts on the Potential Minority Offer PriceLast Week…Smartkarma Daily BriefsDecember 10, 2023
Daily BriefsJapan Daily Brief Japan: Benefit One Inc, Pasona Group, Kasumigaseki Capital, Kosaido, Hamamatsu Photonics Kk, Nikkei 225 and more In today’s briefing: New Benefit One Deal Recalculated, More Benefit for All, Less for OnePasona…Smartkarma Daily BriefsDecember 9, 2023
Daily BriefsJapan Daily Brief Japan: Benefit One Inc, Pasona Group, O S Co Ltd, Sapporo Holdings, Rakuten Group , COPRO-HOLDINGS Co Ltd, Aoyama Zaisan Networks Co Lt 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 BriefsMacro Daily Brief Macro: The Weekly Market Monitor – China Makes History and more In today’s briefing: The Weekly Market Monitor – China Makes History, Nobody Likes US Debt,…Smartkarma Daily BriefsNovember 12, 2023
Daily BriefsMacro Daily Brief Macro: Do Not SNOOZE the SLOOS and more In today’s briefing: Do Not SNOOZE the SLOOSSeasonality Watch: Why a Dec hike remains in…Smartkarma Daily BriefsNovember 11, 2023
Daily BriefsMacro Daily Brief Macro: CX Daily: EU Probe Into Chinese EV-Makers’ Alleged State Support and more In today’s briefing: CX Daily: EU Probe Into Chinese EV-Makers’ Alleged State Support Energy Watch:…Smartkarma Daily BriefsNovember 10, 2023
Daily BriefsMacro Daily Brief Macro: 5 Important Factors Impacting Shorting Korean Stocks Rules + Shorting the Dutch East India Company and more In today’s briefing: 5 Important Factors Impacting Shorting Korean Stocks Rules + Shorting the Dutch…Smartkarma Daily BriefsNovember 9, 2023
Daily BriefsMacro Daily Brief Macro: Thailand: Government Shows Early Signs of Impotence and more In today’s briefing: Thailand: Government Shows Early Signs of ImpotenceMacro Regime Indicator: Heavy Long in…Smartkarma Daily BriefsNovember 8, 2023
Daily BriefsMacro Daily Brief Macro: Regional Economics: A Turning Point in Asian Trade Paves Way for 2024 Recovery and more In today’s briefing: Regional Economics: A Turning Point in Asian Trade Paves Way for 2024…Smartkarma Daily BriefsNovember 7, 2023