Daily BriefsMost Read Most Read: Eoflow , Korea Stock Exchange Kospi Index, Denso Corp, Glosel , Wuxi Lead Intelligent Equipmen, Kotak Mahindra Bank, Alibaba Group Holding , CIMC Vehicle Group Co Ltd and more In today’s briefing: EOFlow (Further) Tests Investor PatienceBreaking Down Korean Regulators' Official Details on New…Smartkarma Daily BriefsNovember 29, 2023
Daily BriefsMost Read Most Read: Eoflow , Fenbi Ltd, T&K Toka Co Ltd, WuXi AppTec , Asahi Group Holdings, Hollysys Automation Technologies, PCCW Ltd, Hygon Information Technology C, Korea Stock Exchange Kospi Index and more In today’s briefing: EOFlow (Further) Tests Investor PatienceKWEB Index Rebalance: Fenbi (2469 HK) & YSB…Smartkarma Daily BriefsNovember 28, 2023
Daily BriefsMost Read Most Read: Taisho Pharmaceutical Holdin, Hygon Information Technology C, Asahi Group Holdings, Zhongjin Gold Corp A, T&K Toka Co Ltd, Sichuan Biokin Pharmaceutical, Fenbi Ltd, Xiaomi Corp, Hainan Island Construction, Semiconductor Manufacturing In and more In today’s briefing: Taisho Pharma (4581 JP) - Japan's Newest Biggest MBO; The Price Is…Smartkarma Daily BriefsNovember 27, 2023
Daily BriefsMost Read Most Read: iSoftStone Information Technology Group, HKEX, Celltrion Healthcare , HDC Hyundai Development Co-Engineering & Construction, Orion Corp, Taisho Pharmaceutical Holdin, Hygon Information Technology C, KB Financial, Banco Pan SA and more In today’s briefing: CSI300 Index Rebalance Preview: 13 Potential Changes in DecemberCSI500 Index Rebalance Preview:…Smartkarma Daily BriefsNovember 26, 2023
Daily BriefsMost Read Most Read: Eoflow , Celltrion Healthcare , JSR Corp, HDC Hyundai Development Co-Engineering & Construction, Korea Zinc, Carenet Inc, Taisho Pharmaceutical Holdin, Zensho Holdings, Orecorp Ltd and more In today’s briefing: Key Points We Should Know Regarding the Current Status of EOFlowEOFlow (Further)…Smartkarma Daily BriefsNovember 25, 2023
Daily BriefsMost Read Most Read: Zhejiang Expressway Co H, JSR Corp, Origin Energy, Helia Group , Xiaomi Corp, Celltrion Healthcare , Eoflow , HDC Hyundai Development Co-Engineering & Construction, Carenet Inc and more In today’s briefing: Zhejiang Expressway (576 HK) Rights Offering - The Dynamics May Be InterestingJSR…Smartkarma Daily BriefsNovember 24, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Index Rebalance & ETF Flow Recap: FRTIB and more In today’s briefing: Index Rebalance & ETF Flow Recap: FRTIB, Japan, CSI300, CSI500, STAR50, WuXi…Smartkarma Daily BriefsNovember 19, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-Ride the Wave and more In today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-Ride…Smartkarma Daily BriefsNovember 18, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Pasona: The Wrong Price and more In today’s briefing: Pasona: The Wrong PriceNew Phase in Korean Short Selling: Immediate Impact of…Smartkarma Daily BriefsNovember 17, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: EOFLOW/Medtronic Tender: Trading Suspension Lifted and more In today’s briefing: EOFLOW/Medtronic Tender: Trading Suspension Lifted, Now for the Hard PartFRTIB Switches Benchmarks:…Smartkarma Daily BriefsNovember 16, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Big M3 (2413) Partial TOB As Pasona Sells Control of Benefit One (2412): Really Interesting Dynamics and more In today’s briefing: Big M3 (2413) Partial TOB As Pasona Sells Control of Benefit One…Smartkarma Daily BriefsNovember 15, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: WuXi XDC (2268 HK): Index Inclusion Possibility & Timelines and more In today’s briefing: WuXi XDC (2268 HK): Index Inclusion Possibility & TimelinesJapan Best Rescue (2453)…Smartkarma Daily BriefsNovember 14, 2023
Daily BriefsECM Daily Brief ECM: Ecopro Materials IPO – Thoughts on Valuation – Needs a Margin of Safety and more In today’s briefing: Ecopro Materials IPO - Thoughts on Valuation - Needs a Margin of…Smartkarma Daily BriefsOctober 9, 2023
Daily BriefsECM Daily Brief ECM: ECM Weekly (8th Oct 2023) – Kokusai and more In today’s briefing: ECM Weekly (8th Oct 2023) - Kokusai, J&T Global, Doosan, Cainiao, Ecopro,…Smartkarma Daily BriefsOctober 8, 2023
Daily BriefsECM Daily Brief ECM: Barito Renewables IPO Trading – Peers Look More Attractive Instead and more In today’s briefing: Barito Renewables IPO Trading - Peers Look More Attractive Instead Barito Renewables…Smartkarma Daily BriefsOctober 7, 2023
Daily BriefsECM Daily Brief ECM: Tian Tu Capital IPO Trading – Subscription Rates Were Lukewarm and more In today’s briefing: Tian Tu Capital IPO Trading - Subscription Rates Were LukewarmEcoeye IPO Valuation…Smartkarma Daily BriefsOctober 6, 2023
Daily BriefsECM Daily Brief ECM: StubWorld: NWD (17 HK) Is Cheap. It May Get Cheaper Still and more In today’s briefing: StubWorld: NWD (17 HK) Is Cheap. It May Get Cheaper StillDoosan Robotics…Smartkarma Daily BriefsOctober 5, 2023
Daily BriefsECM Daily Brief ECM: Vertex Technology’s Hybrid Arb and more In today’s briefing: Vertex Technology's Hybrid ArbEcopro Materials IPO - Peer Comparison - Doesn't Particularly…Smartkarma Daily BriefsOctober 4, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba: Bull Thesis Shattered and more In today’s briefing: Alibaba: Bull Thesis ShatteredAlibaba (BABA US): Selling at This Valuation Is Last…Smartkarma Daily BriefsNovember 21, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: ZTO Express Q3: Margins Plunge Vs Q2 | Abandons Pursuit of Share Gains | Is There a New Strategy? and more In today’s briefing: ZTO Express Q3: Margins Plunge Vs Q2 | Abandons Pursuit of Share…Smartkarma Daily BriefsNovember 20, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: [Alibaba (BABA US and more In today’s briefing: : The Casualty of Era…Downgrade to SELL: More Sustained Growth Doesn’t Mean…Smartkarma Daily BriefsNovember 19, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba: Our Take on 2QFY24 and more In today’s briefing: Alibaba: Our Take on 2QFY24Shakey's Pizza (PIZZA PM) Concall Q3 2023: Soft,…Smartkarma Daily BriefsNovember 18, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba (9988 HK): 2Q24 and more In today’s briefing: Alibaba (9988 HK): 2Q24, Higher Margin Means Smooth Reorganization, BuySea Ltd (SE…Smartkarma Daily BriefsNovember 17, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Our High Conviction Asia Based Gaming Stocks Signal Buy on the Dip Entry Points and more In today’s briefing: Our High Conviction Asia Based Gaming Stocks Signal Buy on the Dip…Smartkarma Daily BriefsNovember 16, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: SK Square , Tata Technologies, Taiwan Semiconductor (TSMC) – ADR, Tata Consultancy Svcs, United Microelectron Sp Adr and more In today’s briefing: SK Square: Drag Along Rights To Be Exercised to Sell 11 Street…Smartkarma Daily BriefsNovember 30, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: EduFi , Modhaus , Upworth, Authentick, AViC and more In today’s briefing: EduFi raises $6.1m to boost AI-powered lending platformModhaus bags new money to…Smartkarma Daily BriefsNovember 29, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hollysys Automation Technologies, PCCW Ltd, Hygon Information Technology C, Eoptolink Technology , Baidu, Glosel , Taiwan Semiconductor (TSMC) – ADR, SelectAstro Pvt , Eventbrite Inc 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 BriefsTMT/Internet Daily Brief TMT/Internet: Xiaomi Corp and more In today’s briefing: China Consumption Weekly (27 Nov 2023): Trip.com, Xiaomi, IQiyi, Full Truck, Home…Smartkarma Daily BriefsNovember 27, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hygon Information Technology C, Xiaomi Corp, Uchi Technologies, Tencent, 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 BriefsTMT/Internet Daily Brief TMT/Internet: Hang Seng Index, AAC Technologies Holdings, Bite Finance International B.V., Kuaishou Technology and more In today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-Giving…Smartkarma Daily BriefsNovember 25, 2023
ChinaDaily Briefs Daily Brief China: Cathay Pacific Airways, Meituan, Adani Ports & Special Economic Zone, JD.com , New Horizon Health , Hang Seng Index, Kuaishou Technology, AAC Technologies Holdings and more In today’s briefing: Cathay Pacific (293 HK, BUY, TP HK$9.90): Inputs from Analyst Briefing: Douyin’s…Smartkarma Daily BriefsNovember 25, 2023
ChinaDaily Briefs Daily Brief China: Oriental Watch, Giant Biogene Holding , Xiaomi Corp, ZJLD Group , BOC Aviation and more In today’s briefing: Oriental Watch (398 HK): H1 FY24 Lower than Expectation But A 15%…Smartkarma Daily BriefsNovember 24, 2023
ChinaDaily Briefs Daily Brief China: Geely Auto, ZEEKR, Anta Sports Products, Xiaomi Corp, Kuaishou Technology, Innovent Biologics Inc, Sunpower Group, China Dongxiang, Legend Biotech Corp and more In today’s briefing: Geely Stalls As ZEEKR Spins OffZeekr Pre-IPO - Thoughts on Valuation2024 High…Smartkarma Daily BriefsNovember 23, 2023
ChinaDaily Briefs Daily Brief China: Trip.com, Haitong International Securities Group, NetEase Inc, Health And Happiness (H&H), Air China Ltd (H), Kanzhun , Kuaishou Technology, JD Health International , AGBA Group Holding and more In today’s briefing: Trip.com Q3 Quick Take: Net Inc > Consensus | Progress on Expenses…Smartkarma Daily BriefsNovember 22, 2023
ChinaDaily Briefs Daily Brief China: Alibaba Group Holding , Alibaba (ADR), Prosus NV, BeiGene , Meituan, Cainiao Smart Logistics Network, HSBC Holdings, Xiaomi Corp, Hygeia Healthcare Group and more In today’s briefing: Alibaba: Bull Thesis ShatteredAlibaba (BABA US): Selling at This Valuation Is Last…Smartkarma Daily BriefsNovember 21, 2023
ChinaDaily Briefs Daily Brief China: Li Auto , Xiaomi Corp, Meituan, Great Wall Motor, Alibaba Group Holding , Keep Inc, Shenzhen Senior Technology-A, ZTO Express Cayman , WuXi XDC Cayman and more In today’s briefing: HSI Dec23 Index Review/Flows - Li Auto & Wuxi Apptec IN, No…Smartkarma Daily BriefsNovember 20, 2023
Daily BriefsJapan Daily Brief Japan: Denso Corp, Ito En Ltd Preferred Shares, Sapporo Holdings, CyberAgent Inc, Taisho Pharmaceutical Holdin, Kobayashi Pharmaceutical Co, Toyota Motor Corp Spon Adr and more In today’s briefing: Denso – Thoughts On The Cross-Holdings Sell-DownItoen Pref (25935 JP) - Big…Smartkarma Daily BriefsDecember 1, 2023
Daily BriefsJapan Daily Brief Japan: Denso Corp, Toyota Motor, Kurita Water Industries, Mitsubishi Motors, Santen Pharmaceutical, TSE Tokyo Price Index TOPIX, Golf Digest Online and more In today’s briefing: Huge Denso (6902) Secondary Sale by Toyota Group - Admiral Ackbar Says…Smartkarma Daily BriefsNovember 30, 2023
Daily BriefsJapan Daily Brief Japan: Denso Corp, Asahi Group Holdings, ASICS Corp, Kaken Pharmaceutical, AViC 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 BriefsJapan Daily Brief Japan: Asahi Group Holdings, T&K Toka Co Ltd, Recruit Holdings, Glosel , Arcs Co Ltd, TSE Tokyo Price Index TOPIX and more In today’s briefing: Asahi Group (2502 JP): The Current PlaybookT&K Toka (4636 JP): Bain Decision…Smartkarma Daily BriefsNovember 28, 2023
Daily BriefsJapan Daily Brief Japan: Asahi Group Holdings, Zensho Holdings and more In today’s briefing: Asahi Group Placement - Follow Up - Shaping up for a Christmas…Smartkarma Daily BriefsNovember 27, 2023
Daily BriefsJapan Daily Brief Japan: T&K Toka Co Ltd, TSE Tokyo Price Index TOPIX, JSR Corp and more In today’s briefing: T&K TOKA (4636 JP): Imminent TOB Launch? Imminent Bump Needed?Investors Will Again…Smartkarma Daily BriefsNovember 26, 2023
Daily BriefsMacro Daily Brief Macro: Japan Watch: Markets Are Unprepared for BoJ Action and more In today’s briefing: Japan Watch: Markets Are Unprepared for BoJ ActionThe Week That Was in…Smartkarma Daily BriefsOctober 31, 2023
Daily BriefsMacro Daily Brief Macro: Fed Not Concerned About Financial Conditions as US Equity Valuations Resemble Late-1990s and more In today’s briefing: Fed Not Concerned About Financial Conditions as US Equity Valuations Resemble Late-1990sSteno…Smartkarma Daily BriefsOctober 30, 2023
Daily BriefsMacro Daily Brief Macro: EUR Inflation Watch: A Dovish Surprise in the Making and more In today’s briefing: EUR Inflation Watch: A Dovish Surprise in the Making EUR Inflation Watch:…Smartkarma Daily BriefsOctober 29, 2023
Daily BriefsMacro Daily Brief Macro: CX Daily: Marriage Loses Its Luster in China and more In today’s briefing: CX Daily: Marriage Loses Its Luster in China Ifo Watch: Signs of…Smartkarma Daily BriefsOctober 28, 2023
Daily BriefsMacro Daily Brief Macro: The Global Liquidity Cycle and more In today’s briefing: The Global Liquidity CycleOut of the Box: Central banks are insolvent. How…Smartkarma Daily BriefsOctober 27, 2023
Daily BriefsMacro Daily Brief Macro: China Stimulus Update – Centralization of Debt Still Means MORE Debt! and more In today’s briefing: China Stimulus Update – Centralization of Debt Still Means MORE Debt!CX Daily:…Smartkarma Daily BriefsOctober 26, 2023
Daily BriefsMost Read Most Read: Eoflow , Korea Stock Exchange Kospi Index, Denso Corp, Glosel , Wuxi Lead Intelligent Equipmen, Kotak Mahindra Bank, Alibaba Group Holding , CIMC Vehicle Group Co Ltd and more In today’s briefing: EOFlow (Further) Tests Investor PatienceBreaking Down Korean Regulators' Official Details on New…Smartkarma Daily BriefsNovember 29, 2023
Daily BriefsMost Read Most Read: Eoflow , Fenbi Ltd, T&K Toka Co Ltd, WuXi AppTec , Asahi Group Holdings, Hollysys Automation Technologies, PCCW Ltd, Hygon Information Technology C, Korea Stock Exchange Kospi Index and more In today’s briefing: EOFlow (Further) Tests Investor PatienceKWEB Index Rebalance: Fenbi (2469 HK) & YSB…Smartkarma Daily BriefsNovember 28, 2023
Daily BriefsMost Read Most Read: Taisho Pharmaceutical Holdin, Hygon Information Technology C, Asahi Group Holdings, Zhongjin Gold Corp A, T&K Toka Co Ltd, Sichuan Biokin Pharmaceutical, Fenbi Ltd, Xiaomi Corp, Hainan Island Construction, Semiconductor Manufacturing In and more In today’s briefing: Taisho Pharma (4581 JP) - Japan's Newest Biggest MBO; The Price Is…Smartkarma Daily BriefsNovember 27, 2023
Daily BriefsMost Read Most Read: iSoftStone Information Technology Group, HKEX, Celltrion Healthcare , HDC Hyundai Development Co-Engineering & Construction, Orion Corp, Taisho Pharmaceutical Holdin, Hygon Information Technology C, KB Financial, Banco Pan SA and more In today’s briefing: CSI300 Index Rebalance Preview: 13 Potential Changes in DecemberCSI500 Index Rebalance Preview:…Smartkarma Daily BriefsNovember 26, 2023
Daily BriefsMost Read Most Read: Eoflow , Celltrion Healthcare , JSR Corp, HDC Hyundai Development Co-Engineering & Construction, Korea Zinc, Carenet Inc, Taisho Pharmaceutical Holdin, Zensho Holdings, Orecorp Ltd and more In today’s briefing: Key Points We Should Know Regarding the Current Status of EOFlowEOFlow (Further)…Smartkarma Daily BriefsNovember 25, 2023
Daily BriefsMost Read Most Read: Zhejiang Expressway Co H, JSR Corp, Origin Energy, Helia Group , Xiaomi Corp, Celltrion Healthcare , Eoflow , HDC Hyundai Development Co-Engineering & Construction, Carenet Inc and more In today’s briefing: Zhejiang Expressway (576 HK) Rights Offering - The Dynamics May Be InterestingJSR…Smartkarma Daily BriefsNovember 24, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Index Rebalance & ETF Flow Recap: FRTIB and more In today’s briefing: Index Rebalance & ETF Flow Recap: FRTIB, Japan, CSI300, CSI500, STAR50, WuXi…Smartkarma Daily BriefsNovember 19, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-Ride the Wave and more In today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-Ride…Smartkarma Daily BriefsNovember 18, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Pasona: The Wrong Price and more In today’s briefing: Pasona: The Wrong PriceNew Phase in Korean Short Selling: Immediate Impact of…Smartkarma Daily BriefsNovember 17, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: EOFLOW/Medtronic Tender: Trading Suspension Lifted and more In today’s briefing: EOFLOW/Medtronic Tender: Trading Suspension Lifted, Now for the Hard PartFRTIB Switches Benchmarks:…Smartkarma Daily BriefsNovember 16, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Big M3 (2413) Partial TOB As Pasona Sells Control of Benefit One (2412): Really Interesting Dynamics and more In today’s briefing: Big M3 (2413) Partial TOB As Pasona Sells Control of Benefit One…Smartkarma Daily BriefsNovember 15, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: WuXi XDC (2268 HK): Index Inclusion Possibility & Timelines and more In today’s briefing: WuXi XDC (2268 HK): Index Inclusion Possibility & TimelinesJapan Best Rescue (2453)…Smartkarma Daily BriefsNovember 14, 2023
Daily BriefsECM Daily Brief ECM: Ecopro Materials IPO – Thoughts on Valuation – Needs a Margin of Safety and more In today’s briefing: Ecopro Materials IPO - Thoughts on Valuation - Needs a Margin of…Smartkarma Daily BriefsOctober 9, 2023
Daily BriefsECM Daily Brief ECM: ECM Weekly (8th Oct 2023) – Kokusai and more In today’s briefing: ECM Weekly (8th Oct 2023) - Kokusai, J&T Global, Doosan, Cainiao, Ecopro,…Smartkarma Daily BriefsOctober 8, 2023
Daily BriefsECM Daily Brief ECM: Barito Renewables IPO Trading – Peers Look More Attractive Instead and more In today’s briefing: Barito Renewables IPO Trading - Peers Look More Attractive Instead Barito Renewables…Smartkarma Daily BriefsOctober 7, 2023
Daily BriefsECM Daily Brief ECM: Tian Tu Capital IPO Trading – Subscription Rates Were Lukewarm and more In today’s briefing: Tian Tu Capital IPO Trading - Subscription Rates Were LukewarmEcoeye IPO Valuation…Smartkarma Daily BriefsOctober 6, 2023
Daily BriefsECM Daily Brief ECM: StubWorld: NWD (17 HK) Is Cheap. It May Get Cheaper Still and more In today’s briefing: StubWorld: NWD (17 HK) Is Cheap. It May Get Cheaper StillDoosan Robotics…Smartkarma Daily BriefsOctober 5, 2023
Daily BriefsECM Daily Brief ECM: Vertex Technology’s Hybrid Arb and more In today’s briefing: Vertex Technology's Hybrid ArbEcopro Materials IPO - Peer Comparison - Doesn't Particularly…Smartkarma Daily BriefsOctober 4, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba: Bull Thesis Shattered and more In today’s briefing: Alibaba: Bull Thesis ShatteredAlibaba (BABA US): Selling at This Valuation Is Last…Smartkarma Daily BriefsNovember 21, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: ZTO Express Q3: Margins Plunge Vs Q2 | Abandons Pursuit of Share Gains | Is There a New Strategy? and more In today’s briefing: ZTO Express Q3: Margins Plunge Vs Q2 | Abandons Pursuit of Share…Smartkarma Daily BriefsNovember 20, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: [Alibaba (BABA US and more In today’s briefing: : The Casualty of Era…Downgrade to SELL: More Sustained Growth Doesn’t Mean…Smartkarma Daily BriefsNovember 19, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba: Our Take on 2QFY24 and more In today’s briefing: Alibaba: Our Take on 2QFY24Shakey's Pizza (PIZZA PM) Concall Q3 2023: Soft,…Smartkarma Daily BriefsNovember 18, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba (9988 HK): 2Q24 and more In today’s briefing: Alibaba (9988 HK): 2Q24, Higher Margin Means Smooth Reorganization, BuySea Ltd (SE…Smartkarma Daily BriefsNovember 17, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Our High Conviction Asia Based Gaming Stocks Signal Buy on the Dip Entry Points and more In today’s briefing: Our High Conviction Asia Based Gaming Stocks Signal Buy on the Dip…Smartkarma Daily BriefsNovember 16, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: SK Square , Tata Technologies, Taiwan Semiconductor (TSMC) – ADR, Tata Consultancy Svcs, United Microelectron Sp Adr and more In today’s briefing: SK Square: Drag Along Rights To Be Exercised to Sell 11 Street…Smartkarma Daily BriefsNovember 30, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: EduFi , Modhaus , Upworth, Authentick, AViC and more In today’s briefing: EduFi raises $6.1m to boost AI-powered lending platformModhaus bags new money to…Smartkarma Daily BriefsNovember 29, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hollysys Automation Technologies, PCCW Ltd, Hygon Information Technology C, Eoptolink Technology , Baidu, Glosel , Taiwan Semiconductor (TSMC) – ADR, SelectAstro Pvt , Eventbrite Inc 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 BriefsTMT/Internet Daily Brief TMT/Internet: Xiaomi Corp and more In today’s briefing: China Consumption Weekly (27 Nov 2023): Trip.com, Xiaomi, IQiyi, Full Truck, Home…Smartkarma Daily BriefsNovember 27, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hygon Information Technology C, Xiaomi Corp, Uchi Technologies, Tencent, 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 BriefsTMT/Internet Daily Brief TMT/Internet: Hang Seng Index, AAC Technologies Holdings, Bite Finance International B.V., Kuaishou Technology and more In today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-Giving…Smartkarma Daily BriefsNovember 25, 2023
ChinaDaily Briefs Daily Brief China: Cathay Pacific Airways, Meituan, Adani Ports & Special Economic Zone, JD.com , New Horizon Health , Hang Seng Index, Kuaishou Technology, AAC Technologies Holdings and more In today’s briefing: Cathay Pacific (293 HK, BUY, TP HK$9.90): Inputs from Analyst Briefing: Douyin’s…Smartkarma Daily BriefsNovember 25, 2023
ChinaDaily Briefs Daily Brief China: Oriental Watch, Giant Biogene Holding , Xiaomi Corp, ZJLD Group , BOC Aviation and more In today’s briefing: Oriental Watch (398 HK): H1 FY24 Lower than Expectation But A 15%…Smartkarma Daily BriefsNovember 24, 2023
ChinaDaily Briefs Daily Brief China: Geely Auto, ZEEKR, Anta Sports Products, Xiaomi Corp, Kuaishou Technology, Innovent Biologics Inc, Sunpower Group, China Dongxiang, Legend Biotech Corp and more In today’s briefing: Geely Stalls As ZEEKR Spins OffZeekr Pre-IPO - Thoughts on Valuation2024 High…Smartkarma Daily BriefsNovember 23, 2023
ChinaDaily Briefs Daily Brief China: Trip.com, Haitong International Securities Group, NetEase Inc, Health And Happiness (H&H), Air China Ltd (H), Kanzhun , Kuaishou Technology, JD Health International , AGBA Group Holding and more In today’s briefing: Trip.com Q3 Quick Take: Net Inc > Consensus | Progress on Expenses…Smartkarma Daily BriefsNovember 22, 2023
ChinaDaily Briefs Daily Brief China: Alibaba Group Holding , Alibaba (ADR), Prosus NV, BeiGene , Meituan, Cainiao Smart Logistics Network, HSBC Holdings, Xiaomi Corp, Hygeia Healthcare Group and more In today’s briefing: Alibaba: Bull Thesis ShatteredAlibaba (BABA US): Selling at This Valuation Is Last…Smartkarma Daily BriefsNovember 21, 2023
ChinaDaily Briefs Daily Brief China: Li Auto , Xiaomi Corp, Meituan, Great Wall Motor, Alibaba Group Holding , Keep Inc, Shenzhen Senior Technology-A, ZTO Express Cayman , WuXi XDC Cayman and more In today’s briefing: HSI Dec23 Index Review/Flows - Li Auto & Wuxi Apptec IN, No…Smartkarma Daily BriefsNovember 20, 2023
Daily BriefsJapan Daily Brief Japan: Denso Corp, Ito En Ltd Preferred Shares, Sapporo Holdings, CyberAgent Inc, Taisho Pharmaceutical Holdin, Kobayashi Pharmaceutical Co, Toyota Motor Corp Spon Adr and more In today’s briefing: Denso – Thoughts On The Cross-Holdings Sell-DownItoen Pref (25935 JP) - Big…Smartkarma Daily BriefsDecember 1, 2023
Daily BriefsJapan Daily Brief Japan: Denso Corp, Toyota Motor, Kurita Water Industries, Mitsubishi Motors, Santen Pharmaceutical, TSE Tokyo Price Index TOPIX, Golf Digest Online and more In today’s briefing: Huge Denso (6902) Secondary Sale by Toyota Group - Admiral Ackbar Says…Smartkarma Daily BriefsNovember 30, 2023
Daily BriefsJapan Daily Brief Japan: Denso Corp, Asahi Group Holdings, ASICS Corp, Kaken Pharmaceutical, AViC 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 BriefsJapan Daily Brief Japan: Asahi Group Holdings, T&K Toka Co Ltd, Recruit Holdings, Glosel , Arcs Co Ltd, TSE Tokyo Price Index TOPIX and more In today’s briefing: Asahi Group (2502 JP): The Current PlaybookT&K Toka (4636 JP): Bain Decision…Smartkarma Daily BriefsNovember 28, 2023
Daily BriefsJapan Daily Brief Japan: Asahi Group Holdings, Zensho Holdings and more In today’s briefing: Asahi Group Placement - Follow Up - Shaping up for a Christmas…Smartkarma Daily BriefsNovember 27, 2023
Daily BriefsJapan Daily Brief Japan: T&K Toka Co Ltd, TSE Tokyo Price Index TOPIX, JSR Corp and more In today’s briefing: T&K TOKA (4636 JP): Imminent TOB Launch? Imminent Bump Needed?Investors Will Again…Smartkarma Daily BriefsNovember 26, 2023
Daily BriefsMacro Daily Brief Macro: Japan Watch: Markets Are Unprepared for BoJ Action and more In today’s briefing: Japan Watch: Markets Are Unprepared for BoJ ActionThe Week That Was in…Smartkarma Daily BriefsOctober 31, 2023
Daily BriefsMacro Daily Brief Macro: Fed Not Concerned About Financial Conditions as US Equity Valuations Resemble Late-1990s and more In today’s briefing: Fed Not Concerned About Financial Conditions as US Equity Valuations Resemble Late-1990sSteno…Smartkarma Daily BriefsOctober 30, 2023
Daily BriefsMacro Daily Brief Macro: EUR Inflation Watch: A Dovish Surprise in the Making and more In today’s briefing: EUR Inflation Watch: A Dovish Surprise in the Making EUR Inflation Watch:…Smartkarma Daily BriefsOctober 29, 2023
Daily BriefsMacro Daily Brief Macro: CX Daily: Marriage Loses Its Luster in China and more In today’s briefing: CX Daily: Marriage Loses Its Luster in China Ifo Watch: Signs of…Smartkarma Daily BriefsOctober 28, 2023
Daily BriefsMacro Daily Brief Macro: The Global Liquidity Cycle and more In today’s briefing: The Global Liquidity CycleOut of the Box: Central banks are insolvent. How…Smartkarma Daily BriefsOctober 27, 2023
Daily BriefsMacro Daily Brief Macro: China Stimulus Update – Centralization of Debt Still Means MORE Debt! and more In today’s briefing: China Stimulus Update – Centralization of Debt Still Means MORE Debt!CX Daily:…Smartkarma Daily BriefsOctober 26, 2023