Daily BriefsMost Read Most Read: LG Energy Solution, Exedy Corp, Guzman Y Gomez, Ryohin Keikaku, Barito Renewables Energy, SenseTime Group , Giant Biogene, Hengdeli Holdings, China Merchants China Direct Investments, Allied Blenders & Distillers and more In today’s briefing: Mandatory Block Deal Pre-Announcement Requirement in Korea Starting 24 July: Impact on…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsMost Read Most Read: Mcdonald’s Japan, SBI Sumishin Net Bank , Mimasu Semiconductor Industry, Mizuho Financial Group, Tatsuta Electric Wire & Cable, Mma Offshore, SK Innovation, SenseTime Group , Ryohin Keikaku and more In today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketTOPIX…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsMost Read Most Read: Mcdonald’s Japan, Infocom Corp, Exedy Corp, Guzman Y Gomez, Hyundai Motor, Lawson Inc, Webtoon Entertainment, Capitol Health and more In today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketBlackstone…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsMost Read Most Read: Hyundai Motor India , Kagome Co Ltd, Infocom Corp, Exedy Corp, Hyundai Motor , Webtoon Entertainment, L’Occitane, E&D Co Ltd and more In today’s briefing: Hyundai Motor India IPO PreviewKagome (2811) - Well-Flagged Slightly Dilutive Equity Financing…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsMost Read Most Read: L’Occitane, Great Eastern Holdings, Hyundai Motor India , Exedy Corp, Hengdeli Holdings, XPeng , New Oriental Education & Techn, Kagome Co Ltd and more In today’s briefing: L'Occitane (973 HK): Who Owns What, And WhenGreat Eastern (GE SP): Inching…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsMost Read Most Read: Fancl Corp, Keisei Electric Railway Co, Samsung C&T, Great Eastern Holdings, Lynas Corp Ltd, Red 5 Ltd, Webtoon Entertainment, Taiwan Semiconductor (TSMC) and more In today’s briefing: Fancl (4921) TOB - Kirin (2503) Does the Inevitable and Takes Out…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: CMCDI (133 HK): Kan Re-Elected. But Only Just and more In today’s briefing: CMCDI (133 HK): Kan Re-Elected. But Only JustCrowdStrike Joins S&P 500EQD |…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: TOPIX Market Consultation: Wider Next-Gen Universe in a Couple of Years; But Stocks Moving Already and more In today’s briefing: TOPIX Market Consultation: Wider Next-Gen Universe in a Couple of Years; But…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: JPX Proposes BIG Changes To TOPIX Rules and more In today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketGuzman…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Blackstone Does a BIG Deal for Infocom (4348) – Minorities Get ¥6 and more In today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/Share…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: L’Occitane (973 HK): Share Alternative a Crucial Step Towards the Offer Being Declared Unconditional and more In today’s briefing: L’Occitane (973 HK): Share Alternative a Crucial Step Towards the Offer Being…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Unexpected Inheritance Tax Rate Reduction Included in July Tax Reform: Impact on Value-Up Trading and more In today’s briefing: Unexpected Inheritance Tax Rate Reduction Included in July Tax Reform: Impact on…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsECM Daily Brief ECM: Sensetime Placement – Seems Highly Opportunistic and more In today’s briefing: Sensetime Placement - Seems Highly OpportunisticMuthoot Microfin Lockup Expiry - Pre-IPO Investors…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment IPO – Further Thoughts on Valuation – Acquisitions and more In today’s briefing: Webtoon Entertainment IPO - Further Thoughts on Valuation - Acquisitions, BuyoutsGuzman Y…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment (WBTN US) IPO: Valuation Insights and more In today’s briefing: Webtoon Entertainment (WBTN US) IPO: Valuation InsightsWebtoon Entertainment IPO - Thoughts on…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsECM Daily Brief ECM: Kagome (2811) – Well-Flagged Slightly Dilutive Equity Financing for High ROIC Purchase and more In today’s briefing: Kagome (2811) - Well-Flagged Slightly Dilutive Equity Financing for High ROIC PurchaseHyundai…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment (WBTN US) IPO: The Bear Case and more In today’s briefing: Webtoon Entertainment (WBTN US) IPO: The Bear CaseGrowth of SHEIN, Temu Appears…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsECM Daily Brief ECM: Shift Up IPO – Refiling and Other Updates and more In today’s briefing: Shift Up IPO - Refiling and Other Updates, Not Ranked at the…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Edelweiss: Co-Lending Led Credit Business Is Now Gaining Momentum and more In today’s briefing: Edelweiss: Co-Lending Led Credit Business Is Now Gaining MomentumMMG Rights Issue –…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taste Gourmet (8371 HK): Strong FY24 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 BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: How Netflix bring Asian Content to the Global Audience with Minyoung Kim and more In today’s briefing: How Netflix bring Asian Content to the Global Audience with Minyoung KimEpisode…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tech Supply Chain Tracker (19-Jun-2024): Taiwan wafer industry in 2Q24 and more In today’s briefing: Tech Supply Chain Tracker (19-Jun-2024): Taiwan wafer industry in 2Q24Memory Monitor: Computex…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: The Beat Ideas- Archean Chemical: The Bromine Leader of India and more In today’s briefing: The Beat Ideas- Archean Chemical: The Bromine Leader of IndiaChiba Bank -…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024. and more In today’s briefing: TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024.China Healthcare Weekly…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Crowdstrike Holdings , Tianju Dihe Technology, Baltic Classifieds Group , Foxconn Industrial Internet and more In today’s briefing: CrowdStrike Joins S&P 500Tianju Dihe Technology IPO: Limited Room For Multiple Expansion…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Mimasu Semiconductor Industry, SenseTime Group , PC Partner, Elan Microelectronics, Mixi Inc, TYC Brother Industrial, Perfect and more In today’s briefing: Shin-Etsu Chem TOB for Rest of Mimasu Semi (8155) - Far Too…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Apple , Fujitsu Ltd, Money Forward , Black Sesame Technologies, Power Integrations and more In today’s briefing: Episode 72: Apple Intelligence and Closed Loop Private ComputingTech Supply Chain Tracker…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, Novatek Microelectronics Corp, Webtoon Entertainment, Micron Technology, GLOBALFOUNDRIES , Coherent Inc, Qualys Inc, On Semiconductor and more In today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/ShareInfocom…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Miroku Jyoho Service, Unisplendour Corporation Limited, Avant Corp, Xero Ltd, Pci Holdings Inc/Jp, Commvault Systems, Comscore Inc, JFrog, Plexus Corp and more In today’s briefing: Taiwan Tech Weekly: TSMC's 3nm Shortage & Upcoming Price Hikes; Samsung Unveils…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), ARM Holdings, Mediatek Inc, 4Paradigm, NVIDIA Corp, Rumble and more In today’s briefing: TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024.NASDAQ 100 Index…Smartkarma Daily BriefsJune 17, 2024
ChinaDaily Briefs Daily Brief China: Cosco Shipping Energy Transportation Co. Ltd. (H), West China Cement, Black Sesame Technologies, Bloks Group, Soft International Group and more In today’s briefing: Recent Sell-Off in Tanker Stocks Provides an Opportunity in Cosco Shipping Energy…Smartkarma Daily BriefsJune 20, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, COFCO Joycome Foods, Hutchmed China Ltd, ENN Energy and more In today’s briefing: L'Occitane (973 HK): No, PLP Is Not Getting A Back-End BumpCOFCO Joycome…Smartkarma Daily BriefsJune 19, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Hengdeli Holdings, XPeng , New Oriental Education & Techn, Lufax Holding , Taste Gourmet, Iron Ore and more In today’s briefing: L’Occitane (973 HK): Share Alternative a Crucial Step Towards the Offer Being…Smartkarma Daily BriefsJune 18, 2024
ChinaDaily Briefs Daily Brief China: SHEIN, WuXi AppTec, 4Paradigm, Alibaba Group Holding , BYD, China Railway Signal & Communication, Ascentage Pharma Group Corp, Fangzhou, Iron Ore, China Vanke and more In today’s briefing: Growth of SHEIN, Temu Appears to Be Boosting Asia-US Air Cargo Volume…Smartkarma Daily BriefsJune 17, 2024
ChinaDaily Briefs Daily Brief China: Plover Bay Technologies, Dickson Concepts Intl, Hang Seng Index and more In today’s briefing: Plover Bay 1523 HK Earnings Preview: Strong H1 FY24, Rerating to ContinueDickson…Smartkarma Daily BriefsJune 15, 2024
ChinaDaily Briefs Daily Brief China: Chow Tai Fook Jewellery, JD.com Inc (ADR), Luckin Coffee, Hong Kong Television Network, AP Moeller – Maersk A/S, UMP Healthcare, China Hongqiao and more In today’s briefing: Chow Tai Fook (1929 HK): Disappointed: Consumer Spending Weakened During Dragon BoatLuckin's…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsJapan Daily Brief Japan: Migalo Holdings, TSE Tokyo Price Index TOPIX and more In today’s briefing: Migalo Holdings (5535 JP) - Full-Year FY2024/3 Earnings ReviewContent of Disclosures Is…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsJapan Daily Brief Japan: SBI Sumishin Net Bank , Mimasu Semiconductor Industry, Tatsuta Electric Wire & Cable, Ryohin Keikaku, Takeda Pharmaceutical , Mixi Inc and more In today’s briefing: TOPIX Market Consultation: Wider Next-Gen Universe in a Couple of Years; But…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsJapan Daily Brief Japan: Mcdonald’s Japan, Money Forward , Mizuho Financial Group, Juroku Financial Group, United Arrows, TSE Tokyo Price Index TOPIX, Geo Holdings, Goldwin Inc and more In today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketMoney…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsJapan Daily Brief Japan: Infocom Corp, Exedy Corp, Lawson Inc, COPRO-HOLDINGS Co Ltd and more In today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/Share…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsJapan Daily Brief Japan: Exedy Corp, Kagome Co Ltd, Chiba Bank, Miroku Jyoho Service, TSE Tokyo Price Index TOPIX, Avant Corp, Pci Holdings Inc/Jp, D.Western Therapeutics Institute Inc., Geechs Inc and more In today’s briefing: Exedy Corp (7278 JP): Murakami Becomes a Substantial ShareholderKagome (2811) - Well-Flagged…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsJapan Daily Brief Japan: Fancl Corp, Kagome Co Ltd, Sun Corp and more In today’s briefing: Merger Arb Mondays (17 Jun) - Fancl, Tatsuta, A8, China TCM, GAPack,…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsMacro Daily Brief Macro: China Economic Scenarios and more In today’s briefing: China Economic ScenariosEM Watch: Is the Chinese copper demand down 40%?Positioning Watch…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsMacro Daily Brief Macro: CX Daily: China’s Sports Corruption Dragnet Casts Pall Ahead of Paris Olympics and more In today’s briefing: CX Daily: China’s Sports Corruption Dragnet Casts Pall Ahead of Paris Olympics…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsMacro Daily Brief Macro: Korean Government Is Pushing for a Comprehensive Inheritance Reforms – Will They Pass or Fail? and more In today’s briefing: Korean Government Is Pushing for a Comprehensive Inheritance Reforms - Will They…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsMacro Daily Brief Macro: Where Now for the Hong Kong Market? and more In today’s briefing: Where Now for the Hong Kong Market?Hawkish Forward Guidance by Fed Fails…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsMacro Daily Brief Macro: Walker’s Weekly: Dr. Jim’s Summary of Key Global Macro Developments – 14 Jun 2024 and more In today’s briefing: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 14…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsMacro Daily Brief Macro: Ban on Short Selling Stocks in Korea Extended Until March 2025 and more In today’s briefing: Ban on Short Selling Stocks in Korea Extended Until March 2025China's Economy…Smartkarma Daily BriefsJune 14, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #25 – Ethereum Restaking: Potential is Not Risk-Free and more In today’s briefing: Crypto Moves #25 – Ethereum Restaking: Potential is Not Risk-Free Crypto Moves…Smartkarma Daily BriefsApril 27, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Bankruptcies and Lessons Learned and more In today’s briefing: Crypto Bankruptcies and Lessons LearnedCryptocurrencies: Ill-Advised Speculation or an Alternative Asset Class?…Smartkarma Daily BriefsApril 26, 2024
CryptoDaily Briefs Daily Brief Crypto: High off the Bitcoin Halving and more In today’s briefing: High off the Bitcoin HalvingCrypto Crisp: Up, Not Down High off the…Smartkarma Daily BriefsApril 23, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #24 – Bitcoin Is A Safe Haven When There’s Nothing to Worry About and more In today’s briefing: Crypto Moves #24 – Bitcoin Is A Safe Haven When There’s Nothing…Smartkarma Daily BriefsApril 19, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Hong Kong Rhymes With Bitcoin and Ethereum ETFs and more In today’s briefing: Crypto Crisp: Hong Kong Rhymes With Bitcoin and Ethereum ETFs Crypto Crisp:…Smartkarma Daily BriefsApril 16, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #23 – The Bitcoin ETFs Run the World and more In today’s briefing: Crypto Moves #23 – The Bitcoin ETFs Run the World Crypto Moves…Smartkarma Daily BriefsApril 12, 2024
Daily BriefsMost Read Most Read: LG Energy Solution, Exedy Corp, Guzman Y Gomez, Ryohin Keikaku, Barito Renewables Energy, SenseTime Group , Giant Biogene, Hengdeli Holdings, China Merchants China Direct Investments, Allied Blenders & Distillers and more In today’s briefing: Mandatory Block Deal Pre-Announcement Requirement in Korea Starting 24 July: Impact on…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsMost Read Most Read: Mcdonald’s Japan, SBI Sumishin Net Bank , Mimasu Semiconductor Industry, Mizuho Financial Group, Tatsuta Electric Wire & Cable, Mma Offshore, SK Innovation, SenseTime Group , Ryohin Keikaku and more In today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketTOPIX…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsMost Read Most Read: Mcdonald’s Japan, Infocom Corp, Exedy Corp, Guzman Y Gomez, Hyundai Motor, Lawson Inc, Webtoon Entertainment, Capitol Health and more In today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketBlackstone…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsMost Read Most Read: Hyundai Motor India , Kagome Co Ltd, Infocom Corp, Exedy Corp, Hyundai Motor , Webtoon Entertainment, L’Occitane, E&D Co Ltd and more In today’s briefing: Hyundai Motor India IPO PreviewKagome (2811) - Well-Flagged Slightly Dilutive Equity Financing…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsMost Read Most Read: L’Occitane, Great Eastern Holdings, Hyundai Motor India , Exedy Corp, Hengdeli Holdings, XPeng , New Oriental Education & Techn, Kagome Co Ltd and more In today’s briefing: L'Occitane (973 HK): Who Owns What, And WhenGreat Eastern (GE SP): Inching…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsMost Read Most Read: Fancl Corp, Keisei Electric Railway Co, Samsung C&T, Great Eastern Holdings, Lynas Corp Ltd, Red 5 Ltd, Webtoon Entertainment, Taiwan Semiconductor (TSMC) and more In today’s briefing: Fancl (4921) TOB - Kirin (2503) Does the Inevitable and Takes Out…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: CMCDI (133 HK): Kan Re-Elected. But Only Just and more In today’s briefing: CMCDI (133 HK): Kan Re-Elected. But Only JustCrowdStrike Joins S&P 500EQD |…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: TOPIX Market Consultation: Wider Next-Gen Universe in a Couple of Years; But Stocks Moving Already and more In today’s briefing: TOPIX Market Consultation: Wider Next-Gen Universe in a Couple of Years; But…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: JPX Proposes BIG Changes To TOPIX Rules and more In today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketGuzman…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Blackstone Does a BIG Deal for Infocom (4348) – Minorities Get ¥6 and more In today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/Share…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: L’Occitane (973 HK): Share Alternative a Crucial Step Towards the Offer Being Declared Unconditional and more In today’s briefing: L’Occitane (973 HK): Share Alternative a Crucial Step Towards the Offer Being…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Unexpected Inheritance Tax Rate Reduction Included in July Tax Reform: Impact on Value-Up Trading and more In today’s briefing: Unexpected Inheritance Tax Rate Reduction Included in July Tax Reform: Impact on…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsECM Daily Brief ECM: Sensetime Placement – Seems Highly Opportunistic and more In today’s briefing: Sensetime Placement - Seems Highly OpportunisticMuthoot Microfin Lockup Expiry - Pre-IPO Investors…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment IPO – Further Thoughts on Valuation – Acquisitions and more In today’s briefing: Webtoon Entertainment IPO - Further Thoughts on Valuation - Acquisitions, BuyoutsGuzman Y…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment (WBTN US) IPO: Valuation Insights and more In today’s briefing: Webtoon Entertainment (WBTN US) IPO: Valuation InsightsWebtoon Entertainment IPO - Thoughts on…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsECM Daily Brief ECM: Kagome (2811) – Well-Flagged Slightly Dilutive Equity Financing for High ROIC Purchase and more In today’s briefing: Kagome (2811) - Well-Flagged Slightly Dilutive Equity Financing for High ROIC PurchaseHyundai…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment (WBTN US) IPO: The Bear Case and more In today’s briefing: Webtoon Entertainment (WBTN US) IPO: The Bear CaseGrowth of SHEIN, Temu Appears…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsECM Daily Brief ECM: Shift Up IPO – Refiling and Other Updates and more In today’s briefing: Shift Up IPO - Refiling and Other Updates, Not Ranked at the…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Edelweiss: Co-Lending Led Credit Business Is Now Gaining Momentum and more In today’s briefing: Edelweiss: Co-Lending Led Credit Business Is Now Gaining MomentumMMG Rights Issue –…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taste Gourmet (8371 HK): Strong FY24 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 BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: How Netflix bring Asian Content to the Global Audience with Minyoung Kim and more In today’s briefing: How Netflix bring Asian Content to the Global Audience with Minyoung KimEpisode…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tech Supply Chain Tracker (19-Jun-2024): Taiwan wafer industry in 2Q24 and more In today’s briefing: Tech Supply Chain Tracker (19-Jun-2024): Taiwan wafer industry in 2Q24Memory Monitor: Computex…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: The Beat Ideas- Archean Chemical: The Bromine Leader of India and more In today’s briefing: The Beat Ideas- Archean Chemical: The Bromine Leader of IndiaChiba Bank -…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024. and more In today’s briefing: TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024.China Healthcare Weekly…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Crowdstrike Holdings , Tianju Dihe Technology, Baltic Classifieds Group , Foxconn Industrial Internet and more In today’s briefing: CrowdStrike Joins S&P 500Tianju Dihe Technology IPO: Limited Room For Multiple Expansion…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Mimasu Semiconductor Industry, SenseTime Group , PC Partner, Elan Microelectronics, Mixi Inc, TYC Brother Industrial, Perfect and more In today’s briefing: Shin-Etsu Chem TOB for Rest of Mimasu Semi (8155) - Far Too…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Apple , Fujitsu Ltd, Money Forward , Black Sesame Technologies, Power Integrations and more In today’s briefing: Episode 72: Apple Intelligence and Closed Loop Private ComputingTech Supply Chain Tracker…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, Novatek Microelectronics Corp, Webtoon Entertainment, Micron Technology, GLOBALFOUNDRIES , Coherent Inc, Qualys Inc, On Semiconductor and more In today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/ShareInfocom…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Miroku Jyoho Service, Unisplendour Corporation Limited, Avant Corp, Xero Ltd, Pci Holdings Inc/Jp, Commvault Systems, Comscore Inc, JFrog, Plexus Corp and more In today’s briefing: Taiwan Tech Weekly: TSMC's 3nm Shortage & Upcoming Price Hikes; Samsung Unveils…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), ARM Holdings, Mediatek Inc, 4Paradigm, NVIDIA Corp, Rumble and more In today’s briefing: TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024.NASDAQ 100 Index…Smartkarma Daily BriefsJune 17, 2024
ChinaDaily Briefs Daily Brief China: Cosco Shipping Energy Transportation Co. Ltd. (H), West China Cement, Black Sesame Technologies, Bloks Group, Soft International Group and more In today’s briefing: Recent Sell-Off in Tanker Stocks Provides an Opportunity in Cosco Shipping Energy…Smartkarma Daily BriefsJune 20, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, COFCO Joycome Foods, Hutchmed China Ltd, ENN Energy and more In today’s briefing: L'Occitane (973 HK): No, PLP Is Not Getting A Back-End BumpCOFCO Joycome…Smartkarma Daily BriefsJune 19, 2024
ChinaDaily Briefs Daily Brief China: L’Occitane, Hengdeli Holdings, XPeng , New Oriental Education & Techn, Lufax Holding , Taste Gourmet, Iron Ore and more In today’s briefing: L’Occitane (973 HK): Share Alternative a Crucial Step Towards the Offer Being…Smartkarma Daily BriefsJune 18, 2024
ChinaDaily Briefs Daily Brief China: SHEIN, WuXi AppTec, 4Paradigm, Alibaba Group Holding , BYD, China Railway Signal & Communication, Ascentage Pharma Group Corp, Fangzhou, Iron Ore, China Vanke and more In today’s briefing: Growth of SHEIN, Temu Appears to Be Boosting Asia-US Air Cargo Volume…Smartkarma Daily BriefsJune 17, 2024
ChinaDaily Briefs Daily Brief China: Plover Bay Technologies, Dickson Concepts Intl, Hang Seng Index and more In today’s briefing: Plover Bay 1523 HK Earnings Preview: Strong H1 FY24, Rerating to ContinueDickson…Smartkarma Daily BriefsJune 15, 2024
ChinaDaily Briefs Daily Brief China: Chow Tai Fook Jewellery, JD.com Inc (ADR), Luckin Coffee, Hong Kong Television Network, AP Moeller – Maersk A/S, UMP Healthcare, China Hongqiao and more In today’s briefing: Chow Tai Fook (1929 HK): Disappointed: Consumer Spending Weakened During Dragon BoatLuckin's…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsJapan Daily Brief Japan: Migalo Holdings, TSE Tokyo Price Index TOPIX and more In today’s briefing: Migalo Holdings (5535 JP) - Full-Year FY2024/3 Earnings ReviewContent of Disclosures Is…Smartkarma Daily BriefsJune 22, 2024
Daily BriefsJapan Daily Brief Japan: SBI Sumishin Net Bank , Mimasu Semiconductor Industry, Tatsuta Electric Wire & Cable, Ryohin Keikaku, Takeda Pharmaceutical , Mixi Inc and more In today’s briefing: TOPIX Market Consultation: Wider Next-Gen Universe in a Couple of Years; But…Smartkarma Daily BriefsJune 21, 2024
Daily BriefsJapan Daily Brief Japan: Mcdonald’s Japan, Money Forward , Mizuho Financial Group, Juroku Financial Group, United Arrows, TSE Tokyo Price Index TOPIX, Geo Holdings, Goldwin Inc and more In today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketMoney…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsJapan Daily Brief Japan: Infocom Corp, Exedy Corp, Lawson Inc, COPRO-HOLDINGS Co Ltd and more In today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/Share…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsJapan Daily Brief Japan: Exedy Corp, Kagome Co Ltd, Chiba Bank, Miroku Jyoho Service, TSE Tokyo Price Index TOPIX, Avant Corp, Pci Holdings Inc/Jp, D.Western Therapeutics Institute Inc., Geechs Inc and more In today’s briefing: Exedy Corp (7278 JP): Murakami Becomes a Substantial ShareholderKagome (2811) - Well-Flagged…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsJapan Daily Brief Japan: Fancl Corp, Kagome Co Ltd, Sun Corp and more In today’s briefing: Merger Arb Mondays (17 Jun) - Fancl, Tatsuta, A8, China TCM, GAPack,…Smartkarma Daily BriefsJune 17, 2024
Daily BriefsMacro Daily Brief Macro: China Economic Scenarios and more In today’s briefing: China Economic ScenariosEM Watch: Is the Chinese copper demand down 40%?Positioning Watch…Smartkarma Daily BriefsJune 20, 2024
Daily BriefsMacro Daily Brief Macro: CX Daily: China’s Sports Corruption Dragnet Casts Pall Ahead of Paris Olympics and more In today’s briefing: CX Daily: China’s Sports Corruption Dragnet Casts Pall Ahead of Paris Olympics…Smartkarma Daily BriefsJune 19, 2024
Daily BriefsMacro Daily Brief Macro: Korean Government Is Pushing for a Comprehensive Inheritance Reforms – Will They Pass or Fail? and more In today’s briefing: Korean Government Is Pushing for a Comprehensive Inheritance Reforms - Will They…Smartkarma Daily BriefsJune 18, 2024
Daily BriefsMacro Daily Brief Macro: Where Now for the Hong Kong Market? and more In today’s briefing: Where Now for the Hong Kong Market?Hawkish Forward Guidance by Fed Fails…Smartkarma Daily BriefsJune 17, 2024
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Daily BriefsMacro Daily Brief Macro: Ban on Short Selling Stocks in Korea Extended Until March 2025 and more In today’s briefing: Ban on Short Selling Stocks in Korea Extended Until March 2025China's Economy…Smartkarma Daily BriefsJune 14, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #25 – Ethereum Restaking: Potential is Not Risk-Free and more In today’s briefing: Crypto Moves #25 – Ethereum Restaking: Potential is Not Risk-Free Crypto Moves…Smartkarma Daily BriefsApril 27, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Bankruptcies and Lessons Learned and more In today’s briefing: Crypto Bankruptcies and Lessons LearnedCryptocurrencies: Ill-Advised Speculation or an Alternative Asset Class?…Smartkarma Daily BriefsApril 26, 2024
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CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #24 – Bitcoin Is A Safe Haven When There’s Nothing to Worry About and more In today’s briefing: Crypto Moves #24 – Bitcoin Is A Safe Haven When There’s Nothing…Smartkarma Daily BriefsApril 19, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Hong Kong Rhymes With Bitcoin and Ethereum ETFs and more In today’s briefing: Crypto Crisp: Hong Kong Rhymes With Bitcoin and Ethereum ETFs Crypto Crisp:…Smartkarma Daily BriefsApril 16, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #23 – The Bitcoin ETFs Run the World and more In today’s briefing: Crypto Moves #23 – The Bitcoin ETFs Run the World Crypto Moves…Smartkarma Daily BriefsApril 12, 2024