Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, Core Lithium Ltd, Aisin , Brilliance China Automotive, LG Electronics, Timee Inc and more In today’s briefing: China TCM (570.HK) Privatization Update - Investors May Need to Prepare for…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, Timee Inc, Malaysia Airports Holdings, Core Lithium Ltd, Sawai Group Holdings, Hyundai Motor India , Harmony Gold Mining Co Ltd and more In today’s briefing: TCM (570 HK): Sinopharm's $4.60/Share OfferChina TCM (570.HK) Privatization Update - Investors…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Chinese Estates Holdings, T Gaia Corp, Lotte Non Life Insurance Co, Shanghai Henlius Biotech , Midea Real Estate Holding , Hyundai Motor India , Prosus NV and more In today’s briefing: Palliser Gets ISS/GL Nods for Keisei AGM Proposals - How Will The…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsMost Read Most Read: Mitsui & Co Ltd, Swire Properties, MMG, Sanil Electric, Sun Corp, T Gaia Corp, Lotte Non Life Insurance Co, Shanghai Henlius Biotech , Japan Hotel Reit Investment and more In today’s briefing: Mitsui & Co (8031) - ¥100bn Overnight Equity OfferingSwire Properties (1972 HK):…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsMost Read Most Read: Ryohin Keikaku, Infocom Corp, MMG, Exedy Corp, L’Occitane, Swire Properties, Taiwan Semiconductor (TSMC) – ADR, Malaysia Airports Holdings, LS Electric and more In today’s briefing: Sep24 Nikkei 225 Rebal - Still 1 ADD, 1 DELETE, 1 Dark…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsMost Read Most Read: Ryohin Keikaku, Barito Renewables Energy, Infocom Corp, Korea Stock Exchange KOSPI 200, Silergy Corp, Exedy Corp, Webtoon Entertainment, L’Occitane, United Microelectronics Corp and more In today’s briefing: - Murakami Group Goes Activisting on Exedy (7278) - Room To RunSep24…Smartkarma Daily BriefsJune 23, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: TCM (570 HK): Where’s The Floor? and more In today’s briefing: TCM (570 HK): Where's The Floor?Brilliance China (1114 HK): Reversing Out of…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: China Traditional Chinese Medicine (570 HK): Something Is Brewing and more In today’s briefing: China Traditional Chinese Medicine (570 HK): Something Is Brewing, but Nobody Knows…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Midea Real Estate (3990 HK): An In-Specie Distribution to Unlock Value and more In today’s briefing: Midea Real Estate (3990 HK): An In-Specie Distribution to Unlock ValueNPN X…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: T-Gaia (3738 JP) – Possible Premium Takeout Story and more In today’s briefing: T-Gaia (3738 JP) - Possible Premium Takeout StoryUnlocking Value: SEBI's New Special…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: MMG (1208 HK) Rights Trading Dynamics and more In today’s briefing: MMG (1208 HK) Rights Trading DynamicsSwire Properties (1972 HK): Potential Passive Selling…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: Infocom and more In today’s briefing: (Mostly) Asia-Pac M&A: Infocom, Capitol Health, MMA Offshore, Mimasu, Tatsuta Elect., Great…Smartkarma Daily BriefsJune 23, 2024
Daily BriefsECM Daily Brief ECM: Timee Pre-IPO – The Positives – Exponential Growth Since Inception and more In today’s briefing: Timee Pre-IPO - The Positives - Exponential Growth Since InceptionSanil Electric IPO…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsECM Daily Brief ECM: Sanil Electric IPO Valuation Analysis and more In today’s briefing: Sanil Electric IPO Valuation AnalysisHyundai Motor India Pre-IPO - The Negatives -…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsECM Daily Brief ECM: Mitsui & Co (8031) – ¥100bn Overnight Equity Offering and more In today’s briefing: Mitsui & Co (8031) - ¥100bn Overnight Equity OfferingMitsui & Co Placement…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsECM Daily Brief ECM: MMG (1208 HK): Rights Trade Playbook and more In today’s briefing: MMG (1208 HK): Rights Trade PlaybookLocal Capital Market Movements Targeting July Implementation…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment IPO: Favorable Risk/Reward IPO Valuation and Limited Downside Potential and more In today’s briefing: Webtoon Entertainment IPO: Favorable Risk/Reward IPO Valuation and Limited Downside Potential Webtoon…Smartkarma Daily BriefsJune 23, 2024
Daily BriefsECM Daily Brief ECM: Allied Blenders and Distillers – RHP Updates & Thoughts on Valuation and more In today’s briefing: Allied Blenders and Distillers - RHP Updates & Thoughts on ValuationTianju Dihe…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Episode 73: Nvidia’s Moment and more In today’s briefing: Episode 73: Nvidia's Moment, and The "Platformization" of GPUsMS&AD Insurance - Sell…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tencent/Netease: One Game Approval for Tencent in June and more In today’s briefing: Tencent/Netease: One Game Approval for Tencent in JuneShankara Building Products: Updated Forensic…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Cover Corp (TYO 5253) – High Growth Opportunity in the Expanding VTuber Sector and more In today’s briefing: Cover Corp (TYO 5253) - High Growth Opportunity in the Expanding VTuber…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: StubWorld: Sun Corp (6736 JP) Running Out Of Puff? and more In today’s briefing: StubWorld: Sun Corp (6736 JP) Running Out Of Puff?Mega Caps Thrive But…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Dual-Listings Monitor: TSMC & ASE Premiums Drop Sharply; ChipMOS Extreme Discount and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC & ASE Premiums Drop Sharply; ChipMOS Extreme DiscountCathay…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Will Apple Intelligence Drive IPhone Maker past USD 4 Trillion in Market Cap? and more In today’s briefing: Will Apple Intelligence Drive IPhone Maker past USD 4 Trillion in Market…Smartkarma Daily BriefsJune 23, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Delta Electronics, Micron Technology, Anthropic, Alibaba Group Holding , Softbank Group, Confluent, Visa, Jabil Circuit, Delivery Hero SE and more In today’s briefing: Episode 73: Nvidia's Moment, and The "Platformization" of GPUsDelta Taiwan Vs. Thailand…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Chunghwa Telecom, Broadcom , Warner Bros Discovery , Calix Inc, King Yuan Electronics Co, Ltd. and more In today’s briefing: Tencent/Netease: One Game Approval for Tencent in JuneTech Supply Chain Tracker (27-Jun-2024):…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NCSOFT Corp, Cover Corp, Taiwan Semiconductor (TSMC), Samsung Electronics, Micron Technology, Xiao I , Formfactor Inc, Celestica, Cargurus , Belden Inc and more In today’s briefing: NCSoft: Corporate Split-Off of Two DivisionsCover Corp (TYO 5253) - High Growth…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Taiwan Semiconductor (TSMC), Softbank Group, Torex Semiconductor, Aviat Networks and more In today’s briefing: Mega Caps Thrive But Other Tech Firms Are Punished for Lack of…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Erajaya Swasembada and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC & ASE Premiums Drop Sharply; ChipMOS Extreme DiscountErajaya…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, Apple , Silergy Corp, United Microelectronics Corp, Novatek Microelectronics Corp and more In today’s briefing: (Mostly) Asia-Pac M&A: Infocom, Capitol Health, MMA Offshore, Mimasu, Tatsuta Elect., Great…Smartkarma Daily BriefsJune 23, 2024
ChinaDaily Briefs Daily Brief China: Midea Real Estate Holding , Prosus NV, Shanghai Henlius Biotech , Pylon Technologies , ZJLD Group , New World Development, Xiao I , Akeso Biopharma Inc, Medco Energi and more In today’s briefing: Midea Real Estate (3990 HK): An In-Specie Distribution to Unlock ValueNPN X…Smartkarma Daily BriefsJune 26, 2024
ChinaDaily Briefs Daily Brief China: Shanghai Henlius Biotech , Midea Real Estate Holding , TBEA Co Ltd A, Gambol Pet Group , China Gas Holdings, China Oilfield Services H, Dong E E Jiaoco Ltd A and more In today’s briefing: Henlius (2696 HK): Fosun Pharma’s HK$24.60 Offer at Around Half the IPO…Smartkarma Daily BriefsJune 25, 2024
ChinaDaily Briefs Daily Brief China: MMG, Swire Properties, Cathay Pacific Airways, YSB, Guangzhou Automobile Group, Acotec Scientific Holdings, Greentown China and more In today’s briefing: MMG (1208 HK): Rights Trade PlaybookSwire Properties (1972 HK): Potential Passive Selling…Smartkarma Daily BriefsJune 24, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Luxshare Precision Industry, Trip.com and more In today’s briefing: Weekly Deals Digest (23 Jun) - L'Occitane, Exedy, Infocom, Mimasu, Tatsuta, MMA…Smartkarma Daily BriefsJune 23, 2024
ChinaDaily Briefs Daily Brief China: China Merchants China Direct Investments, Tianju Dihe Technology, Foxconn Industrial Internet and more In today’s briefing: CMCDI (133 HK): Kan Re-Elected. But Only JustTianju Dihe Technology IPO: Limited…Smartkarma Daily BriefsJune 22, 2024
ChinaDaily Briefs Daily Brief China: Taste Gourmet, SenseTime Group , PC Partner, Hengdeli Holdings, Shanghai Rural Commercial Bank, Sa Sa International Hldgs, China Merchants China Direct Investments, Road King Infrastructure and more In today’s briefing: Taste Gourmet (8371 HK): Strong FY24, 6.7x PE, Cash ~23% of Mkt…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsJapan Daily Brief Japan: Aisin , Timee Inc, MS&AD Insurance, IHI Corp, Japan Post Holdings, Softbank Group, TSE Tokyo Price Index TOPIX, New World Development and more In today’s briefing: Big Aisin (7259) Offering Sets Stage for First Toyota Group Full UnwindAisin…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsJapan Daily Brief Japan: Timee Inc, Sawai Group Holdings, Otsuka Holdings, Zuiko Corp and more In today’s briefing: Timee Pre-IPO - The Positives - Exponential Growth Since InceptionSawai Group (4887)…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsJapan Daily Brief Japan: Cover Corp, TSE Tokyo Price Index TOPIX and more In today’s briefing: Cover Corp (TYO 5253) - High Growth Opportunity in the Expanding VTuber…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsJapan Daily Brief Japan: Mitsui & Co Ltd, Sun Corp, T Gaia Corp, Japan Hotel Reit Investment, ASICS Corp, Softbank Group, Torex Semiconductor, Nakanishi Inc, Intloop and more In today’s briefing: Mitsui & Co (8031) - ¥100bn Overnight Equity OfferingStubWorld: Sun Corp (6736…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX and more In today’s briefing: What Lies Behind the Inability to Come up with Flexible Cash Usage…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsJapan Daily Brief Japan: Infocom Corp, Exedy Corp and more In today’s briefing: (Mostly) Asia-Pac M&A: Infocom, Capitol Health, MMA Offshore, Mimasu, Tatsuta Elect., Great…Smartkarma Daily BriefsJune 23, 2024
Daily BriefsMacro Daily Brief Macro: CX Daily: China Debates Pros and Cons of Open-Source AI Models and more In today’s briefing: CX Daily: China Debates Pros and Cons of Open-Source AI Models CX…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsMacro Daily Brief Macro: CHINA: When Will Stocks Catch Up With Surging Debt Markets? and more In today’s briefing: CHINA: When Will Stocks Catch Up With Surging Debt Markets?Great Game –…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsMacro Daily Brief Macro: India: Record Exposure Gives Rise to Caution and more In today’s briefing: India: Record Exposure Gives Rise to CautionUS Crude Oil Output at Risk…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsMacro Daily Brief Macro: Why the November Election Matters to Gold and more In today’s briefing: Why the November Election Matters to GoldWhy the Breadth Divergence May Not…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsMacro Daily Brief Macro: Liquidity Watch: The $ liquidity outlook remains solid for Q3 and more In today’s briefing: Liquidity Watch: The $ liquidity outlook remains solid for Q3Walker’s Weekly: Dr.…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsMacro Daily Brief Macro: Monthly Monitor: China Activity Data (May 2024) and more In today’s briefing: Monthly Monitor: China Activity Data (May 2024)Revisiting the Japanese Market – Time…Smartkarma Daily BriefsJune 21, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Your Move and more In today’s briefing: Crypto Crisp: Your Move, Gary Gensler Crypto Crisp: Your Move, Gary GenslerBy…Smartkarma Daily BriefsMay 14, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #27 – Rollups Leave Ethereum in the Dust and more In today’s briefing: Crypto Moves #27 – Rollups Leave Ethereum in the Dust Crypto Moves…Smartkarma Daily BriefsMay 10, 2024
CryptoDaily Briefs Daily Brief Crypto: Bitcoin Battles ETF Outflows and more In today’s briefing: Bitcoin Battles ETF Outflows Bitcoin Battles ETF OutflowsBy Delphi Digital BTC Spot…Smartkarma Daily BriefsMay 8, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Is That All and more In today’s briefing: Crypto Crisp: Is That All, Hong Kong? Crypto Crisp: Is That All,…Smartkarma Daily BriefsMay 7, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #26 – What Goes Up Must Come Down and more In today’s briefing: Crypto Moves #26 – What Goes Up Must Come Down Crypto Moves…Smartkarma Daily BriefsMay 3, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Stripe Returns to Crypto and more In today’s briefing: Crypto Crisp: Stripe Returns to Crypto Crypto Crisp: Stripe Returns to CryptoBy…Smartkarma Daily BriefsApril 30, 2024
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, Core Lithium Ltd, Aisin , Brilliance China Automotive, LG Electronics, Timee Inc and more In today’s briefing: China TCM (570.HK) Privatization Update - Investors May Need to Prepare for…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, Timee Inc, Malaysia Airports Holdings, Core Lithium Ltd, Sawai Group Holdings, Hyundai Motor India , Harmony Gold Mining Co Ltd and more In today’s briefing: TCM (570 HK): Sinopharm's $4.60/Share OfferChina TCM (570.HK) Privatization Update - Investors…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Chinese Estates Holdings, T Gaia Corp, Lotte Non Life Insurance Co, Shanghai Henlius Biotech , Midea Real Estate Holding , Hyundai Motor India , Prosus NV and more In today’s briefing: Palliser Gets ISS/GL Nods for Keisei AGM Proposals - How Will The…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsMost Read Most Read: Mitsui & Co Ltd, Swire Properties, MMG, Sanil Electric, Sun Corp, T Gaia Corp, Lotte Non Life Insurance Co, Shanghai Henlius Biotech , Japan Hotel Reit Investment and more In today’s briefing: Mitsui & Co (8031) - ¥100bn Overnight Equity OfferingSwire Properties (1972 HK):…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsMost Read Most Read: Ryohin Keikaku, Infocom Corp, MMG, Exedy Corp, L’Occitane, Swire Properties, Taiwan Semiconductor (TSMC) – ADR, Malaysia Airports Holdings, LS Electric and more In today’s briefing: Sep24 Nikkei 225 Rebal - Still 1 ADD, 1 DELETE, 1 Dark…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsMost Read Most Read: Ryohin Keikaku, Barito Renewables Energy, Infocom Corp, Korea Stock Exchange KOSPI 200, Silergy Corp, Exedy Corp, Webtoon Entertainment, L’Occitane, United Microelectronics Corp and more In today’s briefing: - Murakami Group Goes Activisting on Exedy (7278) - Room To RunSep24…Smartkarma Daily BriefsJune 23, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: TCM (570 HK): Where’s The Floor? and more In today’s briefing: TCM (570 HK): Where's The Floor?Brilliance China (1114 HK): Reversing Out of…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: China Traditional Chinese Medicine (570 HK): Something Is Brewing and more In today’s briefing: China Traditional Chinese Medicine (570 HK): Something Is Brewing, but Nobody Knows…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Midea Real Estate (3990 HK): An In-Specie Distribution to Unlock Value and more In today’s briefing: Midea Real Estate (3990 HK): An In-Specie Distribution to Unlock ValueNPN X…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: T-Gaia (3738 JP) – Possible Premium Takeout Story and more In today’s briefing: T-Gaia (3738 JP) - Possible Premium Takeout StoryUnlocking Value: SEBI's New Special…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: MMG (1208 HK) Rights Trading Dynamics and more In today’s briefing: MMG (1208 HK) Rights Trading DynamicsSwire Properties (1972 HK): Potential Passive Selling…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: Infocom and more In today’s briefing: (Mostly) Asia-Pac M&A: Infocom, Capitol Health, MMA Offshore, Mimasu, Tatsuta Elect., Great…Smartkarma Daily BriefsJune 23, 2024
Daily BriefsECM Daily Brief ECM: Timee Pre-IPO – The Positives – Exponential Growth Since Inception and more In today’s briefing: Timee Pre-IPO - The Positives - Exponential Growth Since InceptionSanil Electric IPO…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsECM Daily Brief ECM: Sanil Electric IPO Valuation Analysis and more In today’s briefing: Sanil Electric IPO Valuation AnalysisHyundai Motor India Pre-IPO - The Negatives -…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsECM Daily Brief ECM: Mitsui & Co (8031) – ¥100bn Overnight Equity Offering and more In today’s briefing: Mitsui & Co (8031) - ¥100bn Overnight Equity OfferingMitsui & Co Placement…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsECM Daily Brief ECM: MMG (1208 HK): Rights Trade Playbook and more In today’s briefing: MMG (1208 HK): Rights Trade PlaybookLocal Capital Market Movements Targeting July Implementation…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment IPO: Favorable Risk/Reward IPO Valuation and Limited Downside Potential and more In today’s briefing: Webtoon Entertainment IPO: Favorable Risk/Reward IPO Valuation and Limited Downside Potential Webtoon…Smartkarma Daily BriefsJune 23, 2024
Daily BriefsECM Daily Brief ECM: Allied Blenders and Distillers – RHP Updates & Thoughts on Valuation and more In today’s briefing: Allied Blenders and Distillers - RHP Updates & Thoughts on ValuationTianju Dihe…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Episode 73: Nvidia’s Moment and more In today’s briefing: Episode 73: Nvidia's Moment, and The "Platformization" of GPUsMS&AD Insurance - Sell…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tencent/Netease: One Game Approval for Tencent in June and more In today’s briefing: Tencent/Netease: One Game Approval for Tencent in JuneShankara Building Products: Updated Forensic…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Cover Corp (TYO 5253) – High Growth Opportunity in the Expanding VTuber Sector and more In today’s briefing: Cover Corp (TYO 5253) - High Growth Opportunity in the Expanding VTuber…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: StubWorld: Sun Corp (6736 JP) Running Out Of Puff? and more In today’s briefing: StubWorld: Sun Corp (6736 JP) Running Out Of Puff?Mega Caps Thrive But…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Dual-Listings Monitor: TSMC & ASE Premiums Drop Sharply; ChipMOS Extreme Discount and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC & ASE Premiums Drop Sharply; ChipMOS Extreme DiscountCathay…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Will Apple Intelligence Drive IPhone Maker past USD 4 Trillion in Market Cap? and more In today’s briefing: Will Apple Intelligence Drive IPhone Maker past USD 4 Trillion in Market…Smartkarma Daily BriefsJune 23, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Delta Electronics, Micron Technology, Anthropic, Alibaba Group Holding , Softbank Group, Confluent, Visa, Jabil Circuit, Delivery Hero SE and more In today’s briefing: Episode 73: Nvidia's Moment, and The "Platformization" of GPUsDelta Taiwan Vs. Thailand…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Chunghwa Telecom, Broadcom , Warner Bros Discovery , Calix Inc, King Yuan Electronics Co, Ltd. and more In today’s briefing: Tencent/Netease: One Game Approval for Tencent in JuneTech Supply Chain Tracker (27-Jun-2024):…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NCSOFT Corp, Cover Corp, Taiwan Semiconductor (TSMC), Samsung Electronics, Micron Technology, Xiao I , Formfactor Inc, Celestica, Cargurus , Belden Inc and more In today’s briefing: NCSoft: Corporate Split-Off of Two DivisionsCover Corp (TYO 5253) - High Growth…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Taiwan Semiconductor (TSMC), Softbank Group, Torex Semiconductor, Aviat Networks and more In today’s briefing: Mega Caps Thrive But Other Tech Firms Are Punished for Lack of…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Erajaya Swasembada and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC & ASE Premiums Drop Sharply; ChipMOS Extreme DiscountErajaya…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, Apple , Silergy Corp, United Microelectronics Corp, Novatek Microelectronics Corp and more In today’s briefing: (Mostly) Asia-Pac M&A: Infocom, Capitol Health, MMA Offshore, Mimasu, Tatsuta Elect., Great…Smartkarma Daily BriefsJune 23, 2024
ChinaDaily Briefs Daily Brief China: Midea Real Estate Holding , Prosus NV, Shanghai Henlius Biotech , Pylon Technologies , ZJLD Group , New World Development, Xiao I , Akeso Biopharma Inc, Medco Energi and more In today’s briefing: Midea Real Estate (3990 HK): An In-Specie Distribution to Unlock ValueNPN X…Smartkarma Daily BriefsJune 26, 2024
ChinaDaily Briefs Daily Brief China: Shanghai Henlius Biotech , Midea Real Estate Holding , TBEA Co Ltd A, Gambol Pet Group , China Gas Holdings, China Oilfield Services H, Dong E E Jiaoco Ltd A and more In today’s briefing: Henlius (2696 HK): Fosun Pharma’s HK$24.60 Offer at Around Half the IPO…Smartkarma Daily BriefsJune 25, 2024
ChinaDaily Briefs Daily Brief China: MMG, Swire Properties, Cathay Pacific Airways, YSB, Guangzhou Automobile Group, Acotec Scientific Holdings, Greentown China and more In today’s briefing: MMG (1208 HK): Rights Trade PlaybookSwire Properties (1972 HK): Potential Passive Selling…Smartkarma Daily BriefsJune 24, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Luxshare Precision Industry, Trip.com and more In today’s briefing: Weekly Deals Digest (23 Jun) - L'Occitane, Exedy, Infocom, Mimasu, Tatsuta, MMA…Smartkarma Daily BriefsJune 23, 2024
ChinaDaily Briefs Daily Brief China: China Merchants China Direct Investments, Tianju Dihe Technology, Foxconn Industrial Internet and more In today’s briefing: CMCDI (133 HK): Kan Re-Elected. But Only JustTianju Dihe Technology IPO: Limited…Smartkarma Daily BriefsJune 22, 2024
ChinaDaily Briefs Daily Brief China: Taste Gourmet, SenseTime Group , PC Partner, Hengdeli Holdings, Shanghai Rural Commercial Bank, Sa Sa International Hldgs, China Merchants China Direct Investments, Road King Infrastructure and more In today’s briefing: Taste Gourmet (8371 HK): Strong FY24, 6.7x PE, Cash ~23% of Mkt…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsJapan Daily Brief Japan: Aisin , Timee Inc, MS&AD Insurance, IHI Corp, Japan Post Holdings, Softbank Group, TSE Tokyo Price Index TOPIX, New World Development and more In today’s briefing: Big Aisin (7259) Offering Sets Stage for First Toyota Group Full UnwindAisin…Smartkarma Daily BriefsJune 28, 2024
Daily BriefsJapan Daily Brief Japan: Timee Inc, Sawai Group Holdings, Otsuka Holdings, Zuiko Corp and more In today’s briefing: Timee Pre-IPO - The Positives - Exponential Growth Since InceptionSawai Group (4887)…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsJapan Daily Brief Japan: Cover Corp, TSE Tokyo Price Index TOPIX and more In today’s briefing: Cover Corp (TYO 5253) - High Growth Opportunity in the Expanding VTuber…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsJapan Daily Brief Japan: Mitsui & Co Ltd, Sun Corp, T Gaia Corp, Japan Hotel Reit Investment, ASICS Corp, Softbank Group, Torex Semiconductor, Nakanishi Inc, Intloop and more In today’s briefing: Mitsui & Co (8031) - ¥100bn Overnight Equity OfferingStubWorld: Sun Corp (6736…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX and more In today’s briefing: What Lies Behind the Inability to Come up with Flexible Cash Usage…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsJapan Daily Brief Japan: Infocom Corp, Exedy Corp and more In today’s briefing: (Mostly) Asia-Pac M&A: Infocom, Capitol Health, MMA Offshore, Mimasu, Tatsuta Elect., Great…Smartkarma Daily BriefsJune 23, 2024
Daily BriefsMacro Daily Brief Macro: CX Daily: China Debates Pros and Cons of Open-Source AI Models and more In today’s briefing: CX Daily: China Debates Pros and Cons of Open-Source AI Models CX…Smartkarma Daily BriefsJune 27, 2024
Daily BriefsMacro Daily Brief Macro: CHINA: When Will Stocks Catch Up With Surging Debt Markets? and more In today’s briefing: CHINA: When Will Stocks Catch Up With Surging Debt Markets?Great Game –…Smartkarma Daily BriefsJune 26, 2024
Daily BriefsMacro Daily Brief Macro: India: Record Exposure Gives Rise to Caution and more In today’s briefing: India: Record Exposure Gives Rise to CautionUS Crude Oil Output at Risk…Smartkarma Daily BriefsJune 25, 2024
Daily BriefsMacro Daily Brief Macro: Why the November Election Matters to Gold and more In today’s briefing: Why the November Election Matters to GoldWhy the Breadth Divergence May Not…Smartkarma Daily BriefsJune 24, 2024
Daily BriefsMacro Daily Brief Macro: Liquidity Watch: The $ liquidity outlook remains solid for Q3 and more In today’s briefing: Liquidity Watch: The $ liquidity outlook remains solid for Q3Walker’s Weekly: Dr.…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsMacro Daily Brief Macro: Monthly Monitor: China Activity Data (May 2024) and more In today’s briefing: Monthly Monitor: China Activity Data (May 2024)Revisiting the Japanese Market – Time…Smartkarma Daily BriefsJune 21, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Your Move and more In today’s briefing: Crypto Crisp: Your Move, Gary Gensler Crypto Crisp: Your Move, Gary GenslerBy…Smartkarma Daily BriefsMay 14, 2024
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