Daily BriefsMost Read Most Read: Fast Retailing, Uber Technologies , Samsung KODEX Top5Plus Total Return ETF, Benefit One Inc, Helia Group , Cheng Shin Rubber Ind Co., Ltd., Gentrack, NTPC Ltd, Nexon, Great Wall Motor and more In today’s briefing: March 2024 Nikkei 225 Rebal - Socionext, Disco, and a Consumer Goods…Smartkarma Daily BriefsDecember 5, 2023
Daily BriefsMost Read Most Read: Taisho Pharmaceutical Holdin, Cosmo Energy Holdings , Uber Technologies , Fast Retailing, Helia Group , Cheng Shin Rubber Ind Co., Ltd., Kia Corp, Samsung KODEX Top5Plus Total Return ETF and more In today’s briefing: Japan Activism: Japan Catalyst Fund Calls Out Taisho Pharma Committee on MBO…Smartkarma Daily BriefsDecember 4, 2023
Daily BriefsMost Read Most Read: Zhongjin Gold Corp A, Shanxi Meijin Energy Co, Ltd., Hygon Information Technology C, Eoptolink Technology , KCE Electronics PCL, Uber Technologies , Taisho Pharmaceutical Holdin, China Tourism Group Duty Free Corp Ltd, Cosmo Energy Holdings and more In today’s briefing: CSI300 Index Rebalance: 14 Changes & A Few SurprisesCSI500 Index Rebalance: 50…Smartkarma Daily BriefsDecember 3, 2023
Daily BriefsMost Read Most Read: Teco Electric & Machinery, Helia Group , Zhongjin Gold Corp A, Amman Mineral Internasional, Ito En Ltd Preferred Shares, REPT BATTERO Energy, KCE Electronics PCL, Greatview Aseptic Packaging, Taisho Pharmaceutical Holdin, Sun Hung Kai Properties and more In today’s briefing: Yuanta/P-Shares Taiwan Div+ ETF Rebalance Preview: 18% One-Way Turnover & US$2.74bn TradeS&P/ASX…Smartkarma Daily BriefsDecember 2, 2023
Daily BriefsMost Read Most Read: Pasona Group, Kurita Water Industries, Denso Corp, Ito En Ltd Preferred Shares, Sapporo Holdings, Greatview Aseptic Packaging and more In today’s briefing: Pasona: The Wrong PriceDenso Offering, Buyback, and New Cross-Holding Reduction Policy -…Smartkarma Daily BriefsDecember 1, 2023
Daily BriefsMost Read Most Read: GMO Payment Gateway, Denso Corp, Toyota Motor, Celltrion Healthcare , SK Square , Kurita Water Industries and more In today’s briefing: Japan - Increase in Shorts on Some Interesting*** StocksDenso Corp (6902 JP):…Smartkarma Daily BriefsNovember 30, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Taisho Pharma (4581 JP) – Japan’s Newest Biggest MBO; The Price Is Light! and more In today’s briefing: Taisho Pharma (4581 JP) - Japan's Newest Biggest MBO; The Price Is…Smartkarma Daily BriefsNovember 25, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Origin: Brookfield’s “Inferior” Alternative Proposal and more In today’s briefing: Origin: Brookfield's "Inferior" Alternative ProposalKOSDAQ150 Index Rebalance: 17 Changes a Side; Many…Smartkarma Daily BriefsNovember 24, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: JSR (4185) – Time To Fight The FUD and more In today’s briefing: JSR (4185) - Time To Fight The FUDEcopro Materials KOSPI 200 Fast…Smartkarma Daily BriefsNovember 23, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: What Should We Do About the Futures Basis Spread Caused by Hanwha Ocean’s Rights Offering? and more In today’s briefing: What Should We Do About the Futures Basis Spread Caused by Hanwha…Smartkarma Daily BriefsNovember 22, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Daito Trust (1878) Doing a ToSTNeT Buyback Which Is NOT a ToSTNeT Buyback… Unless It Is. and more In today’s briefing: Daito Trust (1878) Doing a ToSTNeT Buyback Which Is NOT a ToSTNeT…Smartkarma Daily BriefsNovember 21, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Understanding Extreme SSF Spreads in Korea & Trading Approaches and more In today’s briefing: Understanding Extreme SSF Spreads in Korea & Trading ApproachesHSI Dec23 Index Review/Flows…Smartkarma Daily BriefsNovember 20, 2023
Daily BriefsECM Daily Brief ECM: EcoPro Materials IPO: Valuation Insights and more In today’s briefing: EcoPro Materials IPO: Valuation InsightsJ&T Global Express Pre-IPO, Part 6 | How…Smartkarma Daily BriefsOctober 16, 2023
Daily BriefsECM Daily Brief ECM: CaiNiao Smart Logistics Pre-IPO Part 2 | Analyzing Financial Statements & Operating Statistics and more In today’s briefing: CaiNiao Smart Logistics Pre-IPO Part 2 | Analyzing Financial Statements & Operating…Smartkarma Daily BriefsOctober 15, 2023
Daily BriefsECM Daily Brief ECM: Ecopro Materials: Reduces IPO Price Range and more In today’s briefing: Ecopro Materials: Reduces IPO Price RangeEcoPro Materials IPO: The Bear CaseIngenia Communities…Smartkarma Daily BriefsOctober 13, 2023
Daily BriefsECM Daily Brief ECM: Kokusai Electric IPO: Lower Price Range Is Reasonable and more In today’s briefing: Kokusai Electric IPO: Lower Price Range Is ReasonableThai Credit Bank Pre-IPO -…Smartkarma Daily BriefsOctober 12, 2023
Daily BriefsECM Daily Brief ECM: Kokusai Electric IPO – Weaker Demand Than We Expected and more In today’s briefing: Kokusai Electric IPO – Weaker Demand Than We ExpectedKokusai Electric IPO -…Smartkarma Daily BriefsOctober 11, 2023
Daily BriefsECM Daily Brief ECM: EcoPro Materials IPO: The Bull Case and more In today’s briefing: EcoPro Materials IPO: The Bull CaseSeoul Guarantee Insurance IPO Industry AnalysisTianju Dihe…Smartkarma Daily BriefsOctober 10, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: 2024 High Conviction: VinFast (VFS US) – Heading for Trouble and more In today’s briefing: 2024 High Conviction: VinFast (VFS US) – Heading for Trouble2024 High Conviction:…Smartkarma Daily BriefsNovember 27, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: ELS Losses Related to Hong Kong H-Index Could Top Nearly 3 Trillion for Major Korean Banks in 2024 and more In today’s briefing: ELS Losses Related to Hong Kong H-Index Could Top Nearly 3 Trillion…Smartkarma Daily BriefsNovember 26, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Cathay Pacific (293 HK and more In today’s briefing: Cathay Pacific (293 HK, BUY, TP HK$9.90): Inputs from Analyst Briefing2024 High…Smartkarma Daily BriefsNovember 25, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: NVIDIA. Another Beat & Raise and more In today’s briefing: NVIDIA. Another Beat & Raise, Yet Shares Slide. But Why?Oriental Watch (398…Smartkarma Daily BriefsNovember 24, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: 2024 High Conviction: Anta Sports (2020 HK) and more In today’s briefing: 2024 High Conviction: Anta Sports (2020 HK)Beyond Fashion: Unraveling Bangladesh's Garment Industry…Smartkarma Daily BriefsNovember 23, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Trip.com Q3 Quick Take: Net Inc > Consensus | Progress on Expenses | But Not a Game-Changer and more In today’s briefing: Trip.com Q3 Quick Take: Net Inc > Consensus | Progress on Expenses…Smartkarma Daily BriefsNovember 22, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Chindata Group, Taiwan Semiconductor (TSMC), TSE Tokyo Price Index TOPIX, ZKH Group and more In today’s briefing: Dissenters Mobilise As Chindata (CD US)'s Shareholders Approve Bain's Offer2024 High Conviction:…Smartkarma Daily BriefsDecember 6, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Nexon, Mediatek Inc, LaKeel and more In today’s briefing: Korean Government Launches a Tender Offer to Sell a 29.3% Stake in…Smartkarma Daily BriefsDecember 5, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Samsung KODEX Top5Plus Total Return ETF, Gentrack, Elastic NV and more In today’s briefing: Investigating Arbitrage Trading Potential to Exploit ETF Tracking Error Widening in KoreaS&P/NZX…Smartkarma Daily BriefsDecember 4, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hollysys Automation Technologies, Bilibili and more In today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Glosel, CIMC, Orecorp, Tietto Mineral, Lansen…Smartkarma Daily BriefsDecember 3, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Twitter Inc, Hang Seng Index and more In today’s briefing: Elon Musk's "Global Sewer" May Derail Bankers' Trying To Finally Dump Toxic…Smartkarma Daily BriefsDecember 2, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: OpenAI, KCE Electronics PCL, LS Materials, Micron Technology, Taiwan Semiconductor (TSMC) – ADR, NVIDIA Corp, Cdw Corp/De, Broadridge Financial Solutions, Inc, Ansys Inc and more In today’s briefing: Altman Allure at OpenAI: Where the Hunter Gets HuntedSET50 Index Rebalance Preview:…Smartkarma Daily BriefsDecember 1, 2023
ChinaDaily Briefs Daily Brief China: Greatview Aseptic Packaging, Meituan, PDD Holdings , Futu Holdings Ltd, Sunho Biologics, Powerlong Real Estate Holdings and more In today’s briefing: GAPack (468 HK): Unpacking XJF's Move To Send The Board Packing2024 High…Smartkarma Daily BriefsDecember 1, 2023
ChinaDaily Briefs Daily Brief China: L’Occitane, Dekon Food and Agriculture Group, Perfect Medical Health, Meituan, YSB, Prosus NV, Miniso, Sino-Synergy Hydrogen Energy Technology, Prudential PLC and more In today’s briefing: L'Occitane (973 HK): FY1H24 Earnings Hurt By Massive Increase In Marketing, As…Smartkarma Daily BriefsNovember 30, 2023
ChinaDaily Briefs Daily Brief China: CIMC Vehicle Group Co Ltd, Alibaba Group Holding , PDD Holdings , Bosideng International Holdings, Dong E E Jiaoco Ltd A, Hang Seng Index, Li Auto and more In today’s briefing: CIMC Vehicles (1839 HK): Possible H Share Buyback OfferHang Seng Indices (HSI,…Smartkarma Daily BriefsNovember 29, 2023
ChinaDaily Briefs Daily Brief China: PCCW Ltd, Hygon Information Technology C, Eoptolink Technology , ZEEKR, Baidu, Wuxi Lead Intelligent Equipmen, Full Truck Alliance , Trip.com, China Water Affairs, China Education Group and more In today’s briefing: StubWorld: Rumoured Interest In PCCW's FibreCNI Semiconductor Chips Index Rebalance: Yet Another…Smartkarma Daily BriefsNovember 28, 2023
ChinaDaily Briefs Daily Brief China: Zhongjin Gold Corp A, Fenbi Ltd, Hainan Island Construction, Shanxi Meijin Energy Co, Ltd., WuXi AppTec , BYD, Tongcheng Travel Holdings , China Resources Sanju Mdcl & Phrm, Xiamen Yan Palace Bioengineering, Xiaomi Corp and more In today’s briefing: CSI300 Index Rebalance: 14 Changes & A Few SurprisesKWEB Index Rebalance: Fenbi…Smartkarma Daily BriefsNovember 27, 2023
ChinaDaily Briefs Daily Brief China: Hygon Information Technology C, Xiaomi Corp, Sichuan Biokin Pharmaceutical, Great Wall Motor, Tencent, BYD , Dalian Wanda Commercial Properties, Semiconductor Manufacturing In and more In today’s briefing: CES China Semiconductor Chips Index Rebalance: Another Inclusion for HygonIndex Rebalance &…Smartkarma Daily BriefsNovember 26, 2023
Daily BriefsJapan Daily Brief Japan: Rakuten Bank , Harmonic Drive Systems, Tokyo Rakutenchi, Japan Airlines, Denso Corp and more In today’s briefing: Rakuten Bank (5838 JP) Overnight Offering at a Fat DiscountToyota To Sell…Smartkarma Daily BriefsDecember 7, 2023
Daily BriefsJapan Daily Brief Japan: Ps Mitsubishi Construction, Ryohin Keikaku, Medikit Co Ltd, Nikkei 225, TSE Tokyo Price Index TOPIX 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 BriefsJapan Daily Brief Japan: Benefit One Inc, Nexon, Seven & I Holdings, Sanyo Trading, LaKeel and more In today’s briefing: Benefit One (2412) - Pro-Ration Expectations UpdateKorean Government Launches a Tender Offer…Smartkarma Daily BriefsDecember 5, 2023
Daily BriefsJapan Daily Brief Japan: Fast Retailing, Taisho Pharmaceutical Holdin, TSE Tokyo Price Index TOPIX and more In today’s briefing: March 2024 Nikkei 225 Rebal - Socionext, Disco, and a Consumer Goods…Smartkarma Daily BriefsDecember 4, 2023
Daily BriefsJapan Daily Brief Japan: Taisho Pharmaceutical Holdin, Cosmo Energy Holdings , Denso Corp, D.Western Therapeutics Institute Inc. and more In today’s briefing: Japan Activism: Japan Catalyst Fund Calls Out Taisho Pharma Committee on MBO…Smartkarma Daily BriefsDecember 3, 2023
Daily BriefsJapan Daily Brief Japan: Mizuho Financial Group, Monogatari Corp and more In today’s briefing: Japanese Banks – Our Main Thoughts Post 2Q23 ResultsA Company in Japan…Smartkarma Daily BriefsDecember 2, 2023
Daily BriefsMacro Daily Brief Macro: Steno Signals #72 – When a Recession Meets a Melt-Up in Equities and Bonds and more In today’s briefing: Steno Signals #72 – When a Recession Meets a Melt-Up in Equities…Smartkarma Daily BriefsNovember 6, 2023
Daily BriefsMacro Daily Brief Macro: Korean Government Ready to Temporarily Suspend Short-Selling: A Move to Gain More Votes? and more In today’s briefing: Korean Government Ready to Temporarily Suspend Short-Selling: A Move to Gain More…Smartkarma Daily BriefsNovember 5, 2023
Daily BriefsMacro Daily Brief Macro: QT Dead…Risk On Again? and more In today’s briefing: QT Dead...Risk On Again?CX Daily: Huawei’s EV Partnership Yields Unexpected Hit Portfolio…Smartkarma Daily BriefsNovember 4, 2023
Daily BriefsMacro Daily Brief Macro: Sentiment Nugget: What are Central Banks Actually Telling Us? and more In today’s briefing: Sentiment Nugget: What are Central Banks Actually Telling Us?CX Daily: China Concludes…Smartkarma Daily BriefsNovember 3, 2023
Daily BriefsMacro Daily Brief Macro: China Economics: A Smaller and more In today’s briefing: China Economics: A Smaller, Smarter Belt and RoadGreat Game – The 3…Smartkarma Daily BriefsNovember 2, 2023
Daily BriefsMacro Daily Brief Macro: BTC Bull Run Preempts Other Digital Assets and more In today’s briefing: BTC Bull Run Preempts Other Digital AssetsCX Daily: China’s Family-Run Businesses Face…Smartkarma Daily BriefsNovember 1, 2023
Daily BriefsMost Read Most Read: Fast Retailing, Uber Technologies , Samsung KODEX Top5Plus Total Return ETF, Benefit One Inc, Helia Group , Cheng Shin Rubber Ind Co., Ltd., Gentrack, NTPC Ltd, Nexon, Great Wall Motor and more In today’s briefing: March 2024 Nikkei 225 Rebal - Socionext, Disco, and a Consumer Goods…Smartkarma Daily BriefsDecember 5, 2023
Daily BriefsMost Read Most Read: Taisho Pharmaceutical Holdin, Cosmo Energy Holdings , Uber Technologies , Fast Retailing, Helia Group , Cheng Shin Rubber Ind Co., Ltd., Kia Corp, Samsung KODEX Top5Plus Total Return ETF and more In today’s briefing: Japan Activism: Japan Catalyst Fund Calls Out Taisho Pharma Committee on MBO…Smartkarma Daily BriefsDecember 4, 2023
Daily BriefsMost Read Most Read: Zhongjin Gold Corp A, Shanxi Meijin Energy Co, Ltd., Hygon Information Technology C, Eoptolink Technology , KCE Electronics PCL, Uber Technologies , Taisho Pharmaceutical Holdin, China Tourism Group Duty Free Corp Ltd, Cosmo Energy Holdings and more In today’s briefing: CSI300 Index Rebalance: 14 Changes & A Few SurprisesCSI500 Index Rebalance: 50…Smartkarma Daily BriefsDecember 3, 2023
Daily BriefsMost Read Most Read: Teco Electric & Machinery, Helia Group , Zhongjin Gold Corp A, Amman Mineral Internasional, Ito En Ltd Preferred Shares, REPT BATTERO Energy, KCE Electronics PCL, Greatview Aseptic Packaging, Taisho Pharmaceutical Holdin, Sun Hung Kai Properties and more In today’s briefing: Yuanta/P-Shares Taiwan Div+ ETF Rebalance Preview: 18% One-Way Turnover & US$2.74bn TradeS&P/ASX…Smartkarma Daily BriefsDecember 2, 2023
Daily BriefsMost Read Most Read: Pasona Group, Kurita Water Industries, Denso Corp, Ito En Ltd Preferred Shares, Sapporo Holdings, Greatview Aseptic Packaging and more In today’s briefing: Pasona: The Wrong PriceDenso Offering, Buyback, and New Cross-Holding Reduction Policy -…Smartkarma Daily BriefsDecember 1, 2023
Daily BriefsMost Read Most Read: GMO Payment Gateway, Denso Corp, Toyota Motor, Celltrion Healthcare , SK Square , Kurita Water Industries and more In today’s briefing: Japan - Increase in Shorts on Some Interesting*** StocksDenso Corp (6902 JP):…Smartkarma Daily BriefsNovember 30, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Taisho Pharma (4581 JP) – Japan’s Newest Biggest MBO; The Price Is Light! and more In today’s briefing: Taisho Pharma (4581 JP) - Japan's Newest Biggest MBO; The Price Is…Smartkarma Daily BriefsNovember 25, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Origin: Brookfield’s “Inferior” Alternative Proposal and more In today’s briefing: Origin: Brookfield's "Inferior" Alternative ProposalKOSDAQ150 Index Rebalance: 17 Changes a Side; Many…Smartkarma Daily BriefsNovember 24, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: JSR (4185) – Time To Fight The FUD and more In today’s briefing: JSR (4185) - Time To Fight The FUDEcopro Materials KOSPI 200 Fast…Smartkarma Daily BriefsNovember 23, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: What Should We Do About the Futures Basis Spread Caused by Hanwha Ocean’s Rights Offering? and more In today’s briefing: What Should We Do About the Futures Basis Spread Caused by Hanwha…Smartkarma Daily BriefsNovember 22, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Daito Trust (1878) Doing a ToSTNeT Buyback Which Is NOT a ToSTNeT Buyback… Unless It Is. and more In today’s briefing: Daito Trust (1878) Doing a ToSTNeT Buyback Which Is NOT a ToSTNeT…Smartkarma Daily BriefsNovember 21, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Understanding Extreme SSF Spreads in Korea & Trading Approaches and more In today’s briefing: Understanding Extreme SSF Spreads in Korea & Trading ApproachesHSI Dec23 Index Review/Flows…Smartkarma Daily BriefsNovember 20, 2023
Daily BriefsECM Daily Brief ECM: EcoPro Materials IPO: Valuation Insights and more In today’s briefing: EcoPro Materials IPO: Valuation InsightsJ&T Global Express Pre-IPO, Part 6 | How…Smartkarma Daily BriefsOctober 16, 2023
Daily BriefsECM Daily Brief ECM: CaiNiao Smart Logistics Pre-IPO Part 2 | Analyzing Financial Statements & Operating Statistics and more In today’s briefing: CaiNiao Smart Logistics Pre-IPO Part 2 | Analyzing Financial Statements & Operating…Smartkarma Daily BriefsOctober 15, 2023
Daily BriefsECM Daily Brief ECM: Ecopro Materials: Reduces IPO Price Range and more In today’s briefing: Ecopro Materials: Reduces IPO Price RangeEcoPro Materials IPO: The Bear CaseIngenia Communities…Smartkarma Daily BriefsOctober 13, 2023
Daily BriefsECM Daily Brief ECM: Kokusai Electric IPO: Lower Price Range Is Reasonable and more In today’s briefing: Kokusai Electric IPO: Lower Price Range Is ReasonableThai Credit Bank Pre-IPO -…Smartkarma Daily BriefsOctober 12, 2023
Daily BriefsECM Daily Brief ECM: Kokusai Electric IPO – Weaker Demand Than We Expected and more In today’s briefing: Kokusai Electric IPO – Weaker Demand Than We ExpectedKokusai Electric IPO -…Smartkarma Daily BriefsOctober 11, 2023
Daily BriefsECM Daily Brief ECM: EcoPro Materials IPO: The Bull Case and more In today’s briefing: EcoPro Materials IPO: The Bull CaseSeoul Guarantee Insurance IPO Industry AnalysisTianju Dihe…Smartkarma Daily BriefsOctober 10, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: 2024 High Conviction: VinFast (VFS US) – Heading for Trouble and more In today’s briefing: 2024 High Conviction: VinFast (VFS US) – Heading for Trouble2024 High Conviction:…Smartkarma Daily BriefsNovember 27, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: ELS Losses Related to Hong Kong H-Index Could Top Nearly 3 Trillion for Major Korean Banks in 2024 and more In today’s briefing: ELS Losses Related to Hong Kong H-Index Could Top Nearly 3 Trillion…Smartkarma Daily BriefsNovember 26, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Cathay Pacific (293 HK and more In today’s briefing: Cathay Pacific (293 HK, BUY, TP HK$9.90): Inputs from Analyst Briefing2024 High…Smartkarma Daily BriefsNovember 25, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: NVIDIA. Another Beat & Raise and more In today’s briefing: NVIDIA. Another Beat & Raise, Yet Shares Slide. But Why?Oriental Watch (398…Smartkarma Daily BriefsNovember 24, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: 2024 High Conviction: Anta Sports (2020 HK) and more In today’s briefing: 2024 High Conviction: Anta Sports (2020 HK)Beyond Fashion: Unraveling Bangladesh's Garment Industry…Smartkarma Daily BriefsNovember 23, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Trip.com Q3 Quick Take: Net Inc > Consensus | Progress on Expenses | But Not a Game-Changer and more In today’s briefing: Trip.com Q3 Quick Take: Net Inc > Consensus | Progress on Expenses…Smartkarma Daily BriefsNovember 22, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Chindata Group, Taiwan Semiconductor (TSMC), TSE Tokyo Price Index TOPIX, ZKH Group and more In today’s briefing: Dissenters Mobilise As Chindata (CD US)'s Shareholders Approve Bain's Offer2024 High Conviction:…Smartkarma Daily BriefsDecember 6, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Nexon, Mediatek Inc, LaKeel and more In today’s briefing: Korean Government Launches a Tender Offer to Sell a 29.3% Stake in…Smartkarma Daily BriefsDecember 5, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Samsung KODEX Top5Plus Total Return ETF, Gentrack, Elastic NV and more In today’s briefing: Investigating Arbitrage Trading Potential to Exploit ETF Tracking Error Widening in KoreaS&P/NZX…Smartkarma Daily BriefsDecember 4, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hollysys Automation Technologies, Bilibili and more In today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Glosel, CIMC, Orecorp, Tietto Mineral, Lansen…Smartkarma Daily BriefsDecember 3, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Twitter Inc, Hang Seng Index and more In today’s briefing: Elon Musk's "Global Sewer" May Derail Bankers' Trying To Finally Dump Toxic…Smartkarma Daily BriefsDecember 2, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: OpenAI, KCE Electronics PCL, LS Materials, Micron Technology, Taiwan Semiconductor (TSMC) – ADR, NVIDIA Corp, Cdw Corp/De, Broadridge Financial Solutions, Inc, Ansys Inc and more In today’s briefing: Altman Allure at OpenAI: Where the Hunter Gets HuntedSET50 Index Rebalance Preview:…Smartkarma Daily BriefsDecember 1, 2023
ChinaDaily Briefs Daily Brief China: Greatview Aseptic Packaging, Meituan, PDD Holdings , Futu Holdings Ltd, Sunho Biologics, Powerlong Real Estate Holdings and more In today’s briefing: GAPack (468 HK): Unpacking XJF's Move To Send The Board Packing2024 High…Smartkarma Daily BriefsDecember 1, 2023
ChinaDaily Briefs Daily Brief China: L’Occitane, Dekon Food and Agriculture Group, Perfect Medical Health, Meituan, YSB, Prosus NV, Miniso, Sino-Synergy Hydrogen Energy Technology, Prudential PLC and more In today’s briefing: L'Occitane (973 HK): FY1H24 Earnings Hurt By Massive Increase In Marketing, As…Smartkarma Daily BriefsNovember 30, 2023
ChinaDaily Briefs Daily Brief China: CIMC Vehicle Group Co Ltd, Alibaba Group Holding , PDD Holdings , Bosideng International Holdings, Dong E E Jiaoco Ltd A, Hang Seng Index, Li Auto and more In today’s briefing: CIMC Vehicles (1839 HK): Possible H Share Buyback OfferHang Seng Indices (HSI,…Smartkarma Daily BriefsNovember 29, 2023
ChinaDaily Briefs Daily Brief China: PCCW Ltd, Hygon Information Technology C, Eoptolink Technology , ZEEKR, Baidu, Wuxi Lead Intelligent Equipmen, Full Truck Alliance , Trip.com, China Water Affairs, China Education Group and more In today’s briefing: StubWorld: Rumoured Interest In PCCW's FibreCNI Semiconductor Chips Index Rebalance: Yet Another…Smartkarma Daily BriefsNovember 28, 2023
ChinaDaily Briefs Daily Brief China: Zhongjin Gold Corp A, Fenbi Ltd, Hainan Island Construction, Shanxi Meijin Energy Co, Ltd., WuXi AppTec , BYD, Tongcheng Travel Holdings , China Resources Sanju Mdcl & Phrm, Xiamen Yan Palace Bioengineering, Xiaomi Corp and more In today’s briefing: CSI300 Index Rebalance: 14 Changes & A Few SurprisesKWEB Index Rebalance: Fenbi…Smartkarma Daily BriefsNovember 27, 2023
ChinaDaily Briefs Daily Brief China: Hygon Information Technology C, Xiaomi Corp, Sichuan Biokin Pharmaceutical, Great Wall Motor, Tencent, BYD , Dalian Wanda Commercial Properties, Semiconductor Manufacturing In and more In today’s briefing: CES China Semiconductor Chips Index Rebalance: Another Inclusion for HygonIndex Rebalance &…Smartkarma Daily BriefsNovember 26, 2023
Daily BriefsJapan Daily Brief Japan: Rakuten Bank , Harmonic Drive Systems, Tokyo Rakutenchi, Japan Airlines, Denso Corp and more In today’s briefing: Rakuten Bank (5838 JP) Overnight Offering at a Fat DiscountToyota To Sell…Smartkarma Daily BriefsDecember 7, 2023
Daily BriefsJapan Daily Brief Japan: Ps Mitsubishi Construction, Ryohin Keikaku, Medikit Co Ltd, Nikkei 225, TSE Tokyo Price Index TOPIX 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 BriefsJapan Daily Brief Japan: Benefit One Inc, Nexon, Seven & I Holdings, Sanyo Trading, LaKeel and more In today’s briefing: Benefit One (2412) - Pro-Ration Expectations UpdateKorean Government Launches a Tender Offer…Smartkarma Daily BriefsDecember 5, 2023
Daily BriefsJapan Daily Brief Japan: Fast Retailing, Taisho Pharmaceutical Holdin, TSE Tokyo Price Index TOPIX and more In today’s briefing: March 2024 Nikkei 225 Rebal - Socionext, Disco, and a Consumer Goods…Smartkarma Daily BriefsDecember 4, 2023
Daily BriefsJapan Daily Brief Japan: Taisho Pharmaceutical Holdin, Cosmo Energy Holdings , Denso Corp, D.Western Therapeutics Institute Inc. and more In today’s briefing: Japan Activism: Japan Catalyst Fund Calls Out Taisho Pharma Committee on MBO…Smartkarma Daily BriefsDecember 3, 2023
Daily BriefsJapan Daily Brief Japan: Mizuho Financial Group, Monogatari Corp and more In today’s briefing: Japanese Banks – Our Main Thoughts Post 2Q23 ResultsA Company in Japan…Smartkarma Daily BriefsDecember 2, 2023
Daily BriefsMacro Daily Brief Macro: Steno Signals #72 – When a Recession Meets a Melt-Up in Equities and Bonds and more In today’s briefing: Steno Signals #72 – When a Recession Meets a Melt-Up in Equities…Smartkarma Daily BriefsNovember 6, 2023
Daily BriefsMacro Daily Brief Macro: Korean Government Ready to Temporarily Suspend Short-Selling: A Move to Gain More Votes? and more In today’s briefing: Korean Government Ready to Temporarily Suspend Short-Selling: A Move to Gain More…Smartkarma Daily BriefsNovember 5, 2023
Daily BriefsMacro Daily Brief Macro: QT Dead…Risk On Again? and more In today’s briefing: QT Dead...Risk On Again?CX Daily: Huawei’s EV Partnership Yields Unexpected Hit Portfolio…Smartkarma Daily BriefsNovember 4, 2023
Daily BriefsMacro Daily Brief Macro: Sentiment Nugget: What are Central Banks Actually Telling Us? and more In today’s briefing: Sentiment Nugget: What are Central Banks Actually Telling Us?CX Daily: China Concludes…Smartkarma Daily BriefsNovember 3, 2023
Daily BriefsMacro Daily Brief Macro: China Economics: A Smaller and more In today’s briefing: China Economics: A Smaller, Smarter Belt and RoadGreat Game – The 3…Smartkarma Daily BriefsNovember 2, 2023
Daily BriefsMacro Daily Brief Macro: BTC Bull Run Preempts Other Digital Assets and more In today’s briefing: BTC Bull Run Preempts Other Digital AssetsCX Daily: China’s Family-Run Businesses Face…Smartkarma Daily BriefsNovember 1, 2023