Daily BriefsMost Read Most Read: Fancl Corp, Enchem, Great Eastern Holdings, Jeisys Medical, Abacus Storage King, Lynas Corp Ltd, NVIDIA Corp, Sun Corp, Keisei Electric Railway Co and more In today’s briefing: Fancl (4921) TOB - Kirin (2503) Does the Inevitable and Takes Out…Smartkarma Daily BriefsJune 16, 2024
Daily BriefsMost Read Most Read: Hyundai Mobis, EcoPro Materials, Shift Up, Fancl Corp, Helios Techno Holding, Webtoon Entertainment, Shiseido Company, Enchem and more In today’s briefing: The Latest on the Rumors Surrounding the Death of Chung Mong-Koo of…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsMost Read Most Read: Yunnan Aluminium Co Ltd A, Apple , Korea Stock Exchange Kospi Index, SK Telecom, A8 New Media, Bharat Heavy Electricals, Sigma Healthcare, Taiwan Semiconductor (TSMC) – ADR, Chow Tai Fook Jewellery and more In today’s briefing: CSI300/CSI500 Index Rebalance: Big Flows and US$5bn Round-Trip TradeTechnology Select Sector Index…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Helios Techno Holding, Tatsuta Electric Wire & Cable, Sciclone Pharmaceuticals, Judo Capital, A8 New Media, Mao Geping Cosmetics, SK Telecom and more In today’s briefing: Palliser Gets ISS/GL Nods for Keisei AGM Proposals - How Will The…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsMost Read Most Read: LG Energy Solution, Sun Corp, Keisei Electric Railway Co, Jeisys Medical, CPMC Holdings, Korea Stock Exchange KOSPI 200, Medical Data Vision, Atour Lifestyle Holdings, Aozora Bank Ltd, Judo Capital and more In today’s briefing: Mandatory Block Deal Pre-Announcement Requirement in Korea Starting 24 July: Impact on…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsMost Read Most Read: SK Bioscience , Sun Corp, Nan Ya Printed Circuit Board, Asia Cement China, LG Energy Solution, Siemens Ltd, Jeisys Medical, Wisetech Global, Asia Vital Components and more In today’s briefing: Block Deal Prospects Arising from SK Group's Corporate ReshuffleUnsolicited Partial Offer for…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Great Eastern Holdings (GE SP): Playbook as OCBC Offer Declared Final and more In today’s briefing: Great Eastern Holdings (GE SP): Playbook as OCBC Offer Declared Final, IFA…Smartkarma Daily BriefsJune 16, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: The Latest on the Rumors Surrounding the Death of Chung Mong-Koo of Hyundai Motor Group and more In today’s briefing: The Latest on the Rumors Surrounding the Death of Chung Mong-Koo of…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Technology Select Sector Index (XLK US): NVIDIA Could Flip Places with Apple; HUGE Flows and more In today’s briefing: Technology Select Sector Index (XLK US): NVIDIA Could Flip Places with Apple;…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Helios Techno Holding (6927) TOB – Today Could Be The Day and more In today’s briefing: Helios Techno Holding (6927) TOB - Today Could Be The DayTatsuta Electric…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: [JAPAN ACTIVISM] Palliser Gets ISS/GL Nods for Keisei AGM Proposals – How Will The Swing Vote Swing? and more In today’s briefing: Palliser Gets ISS/GL Nods for Keisei AGM Proposals - How Will The…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Unsolicited Partial Offer for 19% of Sun Corp (6736 JP) – Play on Cellebrite from SPAC Sponsor and more In today’s briefing: Unsolicited Partial Offer for 19% of Sun Corp (6736 JP) - Play…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment IPO: The Bull Case and more In today’s briefing: Webtoon Entertainment IPO: The Bull Case Webtoon Entertainment IPO: The Bull CaseBy…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsECM Daily Brief ECM: Mao Geping Cosmetics Pre-IPO – Riding on the Founder’s Reputation and more In today’s briefing: Mao Geping Cosmetics Pre-IPO - Riding on the Founder’s ReputationQuantumPharm IPO Trading…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsECM Daily Brief ECM: Atour Lifestyle Holdings Placement – Well Flagged Deal and more In today’s briefing: Atour Lifestyle Holdings Placement - Well Flagged Deal, past Selldowns Have Done…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsECM Daily Brief ECM: Guzman Y Gomez IPO – Peer Comp and Thoughts on Valuations and more In today’s briefing: Guzman Y Gomez IPO - Peer Comp and Thoughts on ValuationsLalatech IPO:…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsECM Daily Brief ECM: SF Holding Pre-IPO: FY23 and more In today’s briefing: SF Holding Pre-IPO: FY23, Q124 Results Reviewed | Sales Mix Impacts |…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsECM Daily Brief ECM: Tempus AI IPO: AI in Diagnostics at Scale and more In today’s briefing: Tempus AI IPO: AI in Diagnostics at Scale, Investor Sentiment Appears Positive…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Medipal Holdings (7459 JP): Mixed FY24 Result; Growth to Continue in FY25; Buyback Plan Announced and more In today’s briefing: Medipal Holdings (7459 JP): Mixed FY24 Result; Growth to Continue in FY25;…Smartkarma Daily BriefsJune 16, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Plover Bay 1523 HK Earnings Preview: Strong H1 FY24 and more In today’s briefing: Plover Bay 1523 HK Earnings Preview: Strong H1 FY24, Rerating to ContinueShiseido…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Dual-Listings Monitor: TSMC Historically Extreme Premium Continues; CHT at Short Level Again and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Historically Extreme Premium Continues; CHT at Short Level…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Reliance’s Next Mega Industrial Hub: The Rise of Navi Mumbai and more In today’s briefing: Reliance's Next Mega Industrial Hub: The Rise of Navi MumbaiTranssion (688036 CH):…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Daiwa to Buy More Aozora (8304) Shares – Murakami-San Escapes and more In today’s briefing: Daiwa to Buy More Aozora (8304) Shares - Murakami-San EscapesSamsonite (1910 HK): …Smartkarma Daily BriefsJune 12, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Smartkarma Corporate Webinar | Miniso: Leveraging China’s Manufacturing Capacity for the Global Market and more In today’s briefing: Smartkarma Corporate Webinar | Miniso: Leveraging China's Manufacturing Capacity for the Global…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Avnet Inc, Guidewire Software, Littelfuse Inc, Ma Com Technology Solutions, Smartsheet Inc and more In today’s briefing: MV US Listed Semiconductor 25 Index Rebalance: US$1bn to Sell in NVIDIAAvnet…Smartkarma Daily BriefsJune 16, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shift Up, Plover Bay Technologies, Hon Hai Precision Industry, Intel Corp, GA Technologies, ADTRAN Holdings and more In today’s briefing: Shift Up IPO - Refiling and Other Updates, Not Ranked at the…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Apple , Taiwan Semiconductor (TSMC) – ADR, Tesla , AEM, Aptiv PLC, Cyber Security Cloud Inc, OpenAI, Broadleaf, Ai Holdings and more In today’s briefing: Technology Select Sector Index (XLK US): NVIDIA Could Flip Places with Apple;…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: A8 New Media, SK Telecom, Shenzhen Transsion Holdings , Sony Corp, i-mobile Co Ltd and more In today’s briefing: A8 New Media (800 HK): A Scheme with a 162% Takeover PremiumProposed…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Core Scientific, Salesforce.Com Inc, SmartRent, Instructure Holdings , BigCommerce Holdings, Solid State PLC, DXC Technology Co and more In today’s briefing: Taiwan Tech Weekly: Apple Unveils New AI Capabilities at WDC; PC Makers…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Nan Ya Printed Circuit Board, LG Energy Solution, Wisetech Global, NVIDIA Corp, Asia Vital Components, Lalatech Holdings Co Ltd, AViC , Ceragon Networks , POET Technologies , Acal PLC and more In today’s briefing: Yuanta/P-Shares Taiwan Div+ ETF Rebalance: One Surprise as Round-Trip Trade Hits US$2.3bnMandatory…Smartkarma Daily BriefsJune 11, 2024
ChinaDaily Briefs Daily Brief China: A8 New Media, Mao Geping Cosmetics, Shenzhen Transsion Holdings , QuantumPharm, Medtide, Yankuang Energy Group, Beijing Capital International Airport (BCIA), Jiangsu Hengrui Medicine, Road King Infrastructure and more In today’s briefing: A8 New Media (800 HK): A Scheme with a 162% Takeover PremiumMao…Smartkarma Daily BriefsJune 13, 2024
ChinaDaily Briefs Daily Brief China: Atour Lifestyle Holdings, China Merchants China Direct Investments, Sciclone Pharmaceuticals, New Gonow Recreational Vehicles, Meituan and more In today’s briefing: Atour Lifestyle Holdings Placement - Well Flagged Deal, past Selldowns Have Done…Smartkarma Daily BriefsJune 12, 2024
ChinaDaily Briefs Daily Brief China: MINISO Group Holding , CPMC Holdings, Lalatech Holdings Co Ltd, Minieye Technology, China Jinmao Holdings and more In today’s briefing: Smartkarma Corporate Webinar | Miniso: Leveraging China's Manufacturing Capacity for the Global…Smartkarma Daily BriefsJune 11, 2024
ChinaDaily Briefs Daily Brief China: Greatview Aseptic Packaging, China Oilfield Services H, Asia Cement China, S.F. Holding, CNOOC Ltd, Tencent, NAURA Technology Group, Genscript Biotech, Robosense Technology and more In today’s briefing: Merger Arb Mondays (10 Jun) - GA Pack, Asia Cement, CPMC, Nagatanien,…Smartkarma Daily BriefsJune 10, 2024
ChinaDaily Briefs Daily Brief China: CPMC Holdings, Meituan and more In today’s briefing: CPMC Holdings (906 HK): ORG’s Competing Offer Kicks off an AuctionGame On…Smartkarma Daily BriefsJune 9, 2024
ChinaDaily Briefs Daily Brief China: indie Semiconductor and more In today’s briefing: Can indie Semiconductor Get Acquired? A Market-Defining Technology With High Differentiation &…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsJapan Daily Brief Japan: Sun Corp, Keisei Electric Railway Co, Medipal Holdings, TSE Tokyo Price Index TOPIX and more In today’s briefing: Weekly Deals Digest (16 Jun) - Sun Corp, Fancl, Tatsuta, Great Eastern,…Smartkarma Daily BriefsJune 16, 2024
Daily BriefsJapan Daily Brief Japan: Fancl Corp, Helios Techno Holding, Shiseido Company, Raccoon Holdings, Inc., GA Technologies, Good Com Asset, AB&Company Co Ltd, CellSource and more In today’s briefing: Fancl (4921) TOB - Kirin (2503) Does the Inevitable and Takes Out…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsJapan Daily Brief Japan: Takeda Pharmaceutical, TSE Tokyo Price Index TOPIX, Cyber Security Cloud Inc, Kfc Holdings Japan, Broadleaf, Alconix Corp and more In today’s briefing: Takeda (4502 JP)– AvoidCompanies with Low ROEs Have Corporate Governance Practices that…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsJapan Daily Brief Japan: Helios Techno Holding, Tatsuta Electric Wire & Cable, i-mobile Co Ltd, CRE Inc/Japan, GiG Works and more In today’s briefing: Helios Techno Holding (6927) TOB - Today Could Be The DayTatsuta Electric…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co, Medical Data Vision, Aozora Bank Ltd, Fast Retailing, Rakuten Bank, TSE Tokyo Price Index TOPIX, Adastria Co Ltd and more In today’s briefing: Palliser Gets ISS/GL Nods for Keisei AGM Proposals - How Will The…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsJapan Daily Brief Japan: Sun Corp, Marui Group, AViC and more In today’s briefing: Unsolicited Partial Offer for 19% of Sun Corp (6736 JP) - Play…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsMacro Daily Brief Macro: US CPI Inflation 3.27% y-o-y (consensus 3.4%) in May-24 and more In today’s briefing: US CPI Inflation 3.27% y-o-y (consensus 3.4%) in May-24CX Daily: Turning Research…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsMacro Daily Brief Macro: CrossASEAN Ground Zero – Grab’s ESG Credentials and more In today’s briefing: CrossASEAN Ground Zero - Grab's ESG Credentials, Vinfast in Indonesia, Digital Payments,…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsMacro Daily Brief Macro: Malaysia Economics: Is “Digital Tiger” Malaysia About to Roar Again? and more In today’s briefing: Malaysia Economics: Is “Digital Tiger” Malaysia About to Roar Again?The Week at…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsMacro Daily Brief Macro: “Wham and more In today’s briefing: "Wham, Bam, Thank You Ma'am" – Commodities Get SlammedPositive Outlook for Global…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsMacro Daily Brief Macro: Walker’s Weekly: Dr. Jim’s Summary of Key Global Macro Developments – 7 Jun 2024 and more In today’s briefing: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 7…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsMacro Daily Brief Macro: China’s Declining Population Growth and more In today’s briefing: China’s Declining Population Growth, Labor Participation, and Aging PopulationPrecious Perspectives Part 1:…Smartkarma Daily BriefsJune 7, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Bitcoin Leads the Market and more In today’s briefing: Crypto Crisp: Bitcoin Leads the Market Crypto Crisp: Bitcoin Leads the MarketBy…Smartkarma Daily BriefsApril 9, 2024
CryptoDaily Briefs Daily Brief Crypto: Restaking and more In today’s briefing: Restaking, the Biggest Opportunity and Risk in Ethereum Restaking, the Biggest Opportunity…Smartkarma Daily BriefsApril 8, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #22 – The 2024 Bitcoin Halving Will Be A ‘Buy the Rumor and more In today’s briefing: Crypto Moves #22 – The 2024 Bitcoin Halving Will Be A ‘Buy…Smartkarma Daily BriefsApril 5, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Where’s the Volatility? and more In today’s briefing: Crypto Crisp: Where’s the Volatility? Crypto Crisp: Where’s the Volatility?By Mads EberhardtAs…Smartkarma Daily BriefsApril 3, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Larry Fink vs. Gary Gensler and more In today’s briefing: Crypto Crisp: Larry Fink vs. Gary Gensler Crypto Crisp: Larry Fink vs.…Smartkarma Daily BriefsMarch 27, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #20 – Ethereum Will Never Be the Same and more In today’s briefing: Crypto Moves #20 – Ethereum Will Never Be the Same Crypto Moves…Smartkarma Daily BriefsMarch 23, 2024
Daily BriefsMost Read Most Read: Fancl Corp, Enchem, Great Eastern Holdings, Jeisys Medical, Abacus Storage King, Lynas Corp Ltd, NVIDIA Corp, Sun Corp, Keisei Electric Railway Co and more In today’s briefing: Fancl (4921) TOB - Kirin (2503) Does the Inevitable and Takes Out…Smartkarma Daily BriefsJune 16, 2024
Daily BriefsMost Read Most Read: Hyundai Mobis, EcoPro Materials, Shift Up, Fancl Corp, Helios Techno Holding, Webtoon Entertainment, Shiseido Company, Enchem and more In today’s briefing: The Latest on the Rumors Surrounding the Death of Chung Mong-Koo of…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsMost Read Most Read: Yunnan Aluminium Co Ltd A, Apple , Korea Stock Exchange Kospi Index, SK Telecom, A8 New Media, Bharat Heavy Electricals, Sigma Healthcare, Taiwan Semiconductor (TSMC) – ADR, Chow Tai Fook Jewellery and more In today’s briefing: CSI300/CSI500 Index Rebalance: Big Flows and US$5bn Round-Trip TradeTechnology Select Sector Index…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Helios Techno Holding, Tatsuta Electric Wire & Cable, Sciclone Pharmaceuticals, Judo Capital, A8 New Media, Mao Geping Cosmetics, SK Telecom and more In today’s briefing: Palliser Gets ISS/GL Nods for Keisei AGM Proposals - How Will The…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsMost Read Most Read: LG Energy Solution, Sun Corp, Keisei Electric Railway Co, Jeisys Medical, CPMC Holdings, Korea Stock Exchange KOSPI 200, Medical Data Vision, Atour Lifestyle Holdings, Aozora Bank Ltd, Judo Capital and more In today’s briefing: Mandatory Block Deal Pre-Announcement Requirement in Korea Starting 24 July: Impact on…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsMost Read Most Read: SK Bioscience , Sun Corp, Nan Ya Printed Circuit Board, Asia Cement China, LG Energy Solution, Siemens Ltd, Jeisys Medical, Wisetech Global, Asia Vital Components and more In today’s briefing: Block Deal Prospects Arising from SK Group's Corporate ReshuffleUnsolicited Partial Offer for…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Great Eastern Holdings (GE SP): Playbook as OCBC Offer Declared Final and more In today’s briefing: Great Eastern Holdings (GE SP): Playbook as OCBC Offer Declared Final, IFA…Smartkarma Daily BriefsJune 16, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: The Latest on the Rumors Surrounding the Death of Chung Mong-Koo of Hyundai Motor Group and more In today’s briefing: The Latest on the Rumors Surrounding the Death of Chung Mong-Koo of…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Technology Select Sector Index (XLK US): NVIDIA Could Flip Places with Apple; HUGE Flows and more In today’s briefing: Technology Select Sector Index (XLK US): NVIDIA Could Flip Places with Apple;…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Helios Techno Holding (6927) TOB – Today Could Be The Day and more In today’s briefing: Helios Techno Holding (6927) TOB - Today Could Be The DayTatsuta Electric…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: [JAPAN ACTIVISM] Palliser Gets ISS/GL Nods for Keisei AGM Proposals – How Will The Swing Vote Swing? and more In today’s briefing: Palliser Gets ISS/GL Nods for Keisei AGM Proposals - How Will The…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Unsolicited Partial Offer for 19% of Sun Corp (6736 JP) – Play on Cellebrite from SPAC Sponsor and more In today’s briefing: Unsolicited Partial Offer for 19% of Sun Corp (6736 JP) - Play…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment IPO: The Bull Case and more In today’s briefing: Webtoon Entertainment IPO: The Bull Case Webtoon Entertainment IPO: The Bull CaseBy…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsECM Daily Brief ECM: Mao Geping Cosmetics Pre-IPO – Riding on the Founder’s Reputation and more In today’s briefing: Mao Geping Cosmetics Pre-IPO - Riding on the Founder’s ReputationQuantumPharm IPO Trading…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsECM Daily Brief ECM: Atour Lifestyle Holdings Placement – Well Flagged Deal and more In today’s briefing: Atour Lifestyle Holdings Placement - Well Flagged Deal, past Selldowns Have Done…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsECM Daily Brief ECM: Guzman Y Gomez IPO – Peer Comp and Thoughts on Valuations and more In today’s briefing: Guzman Y Gomez IPO - Peer Comp and Thoughts on ValuationsLalatech IPO:…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsECM Daily Brief ECM: SF Holding Pre-IPO: FY23 and more In today’s briefing: SF Holding Pre-IPO: FY23, Q124 Results Reviewed | Sales Mix Impacts |…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsECM Daily Brief ECM: Tempus AI IPO: AI in Diagnostics at Scale and more In today’s briefing: Tempus AI IPO: AI in Diagnostics at Scale, Investor Sentiment Appears Positive…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Medipal Holdings (7459 JP): Mixed FY24 Result; Growth to Continue in FY25; Buyback Plan Announced and more In today’s briefing: Medipal Holdings (7459 JP): Mixed FY24 Result; Growth to Continue in FY25;…Smartkarma Daily BriefsJune 16, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Plover Bay 1523 HK Earnings Preview: Strong H1 FY24 and more In today’s briefing: Plover Bay 1523 HK Earnings Preview: Strong H1 FY24, Rerating to ContinueShiseido…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Dual-Listings Monitor: TSMC Historically Extreme Premium Continues; CHT at Short Level Again and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Historically Extreme Premium Continues; CHT at Short Level…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Reliance’s Next Mega Industrial Hub: The Rise of Navi Mumbai and more In today’s briefing: Reliance's Next Mega Industrial Hub: The Rise of Navi MumbaiTranssion (688036 CH):…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Daiwa to Buy More Aozora (8304) Shares – Murakami-San Escapes and more In today’s briefing: Daiwa to Buy More Aozora (8304) Shares - Murakami-San EscapesSamsonite (1910 HK): …Smartkarma Daily BriefsJune 12, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Smartkarma Corporate Webinar | Miniso: Leveraging China’s Manufacturing Capacity for the Global Market and more In today’s briefing: Smartkarma Corporate Webinar | Miniso: Leveraging China's Manufacturing Capacity for the Global…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Avnet Inc, Guidewire Software, Littelfuse Inc, Ma Com Technology Solutions, Smartsheet Inc and more In today’s briefing: MV US Listed Semiconductor 25 Index Rebalance: US$1bn to Sell in NVIDIAAvnet…Smartkarma Daily BriefsJune 16, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shift Up, Plover Bay Technologies, Hon Hai Precision Industry, Intel Corp, GA Technologies, ADTRAN Holdings and more In today’s briefing: Shift Up IPO - Refiling and Other Updates, Not Ranked at the…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Apple , Taiwan Semiconductor (TSMC) – ADR, Tesla , AEM, Aptiv PLC, Cyber Security Cloud Inc, OpenAI, Broadleaf, Ai Holdings and more In today’s briefing: Technology Select Sector Index (XLK US): NVIDIA Could Flip Places with Apple;…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: A8 New Media, SK Telecom, Shenzhen Transsion Holdings , Sony Corp, i-mobile Co Ltd and more In today’s briefing: A8 New Media (800 HK): A Scheme with a 162% Takeover PremiumProposed…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Core Scientific, Salesforce.Com Inc, SmartRent, Instructure Holdings , BigCommerce Holdings, Solid State PLC, DXC Technology Co and more In today’s briefing: Taiwan Tech Weekly: Apple Unveils New AI Capabilities at WDC; PC Makers…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Nan Ya Printed Circuit Board, LG Energy Solution, Wisetech Global, NVIDIA Corp, Asia Vital Components, Lalatech Holdings Co Ltd, AViC , Ceragon Networks , POET Technologies , Acal PLC and more In today’s briefing: Yuanta/P-Shares Taiwan Div+ ETF Rebalance: One Surprise as Round-Trip Trade Hits US$2.3bnMandatory…Smartkarma Daily BriefsJune 11, 2024
ChinaDaily Briefs Daily Brief China: A8 New Media, Mao Geping Cosmetics, Shenzhen Transsion Holdings , QuantumPharm, Medtide, Yankuang Energy Group, Beijing Capital International Airport (BCIA), Jiangsu Hengrui Medicine, Road King Infrastructure and more In today’s briefing: A8 New Media (800 HK): A Scheme with a 162% Takeover PremiumMao…Smartkarma Daily BriefsJune 13, 2024
ChinaDaily Briefs Daily Brief China: Atour Lifestyle Holdings, China Merchants China Direct Investments, Sciclone Pharmaceuticals, New Gonow Recreational Vehicles, Meituan and more In today’s briefing: Atour Lifestyle Holdings Placement - Well Flagged Deal, past Selldowns Have Done…Smartkarma Daily BriefsJune 12, 2024
ChinaDaily Briefs Daily Brief China: MINISO Group Holding , CPMC Holdings, Lalatech Holdings Co Ltd, Minieye Technology, China Jinmao Holdings and more In today’s briefing: Smartkarma Corporate Webinar | Miniso: Leveraging China's Manufacturing Capacity for the Global…Smartkarma Daily BriefsJune 11, 2024
ChinaDaily Briefs Daily Brief China: Greatview Aseptic Packaging, China Oilfield Services H, Asia Cement China, S.F. Holding, CNOOC Ltd, Tencent, NAURA Technology Group, Genscript Biotech, Robosense Technology and more In today’s briefing: Merger Arb Mondays (10 Jun) - GA Pack, Asia Cement, CPMC, Nagatanien,…Smartkarma Daily BriefsJune 10, 2024
ChinaDaily Briefs Daily Brief China: CPMC Holdings, Meituan and more In today’s briefing: CPMC Holdings (906 HK): ORG’s Competing Offer Kicks off an AuctionGame On…Smartkarma Daily BriefsJune 9, 2024
ChinaDaily Briefs Daily Brief China: indie Semiconductor and more In today’s briefing: Can indie Semiconductor Get Acquired? A Market-Defining Technology With High Differentiation &…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsJapan Daily Brief Japan: Sun Corp, Keisei Electric Railway Co, Medipal Holdings, TSE Tokyo Price Index TOPIX and more In today’s briefing: Weekly Deals Digest (16 Jun) - Sun Corp, Fancl, Tatsuta, Great Eastern,…Smartkarma Daily BriefsJune 16, 2024
Daily BriefsJapan Daily Brief Japan: Fancl Corp, Helios Techno Holding, Shiseido Company, Raccoon Holdings, Inc., GA Technologies, Good Com Asset, AB&Company Co Ltd, CellSource and more In today’s briefing: Fancl (4921) TOB - Kirin (2503) Does the Inevitable and Takes Out…Smartkarma Daily BriefsJune 15, 2024
Daily BriefsJapan Daily Brief Japan: Takeda Pharmaceutical, TSE Tokyo Price Index TOPIX, Cyber Security Cloud Inc, Kfc Holdings Japan, Broadleaf, Alconix Corp and more In today’s briefing: Takeda (4502 JP)– AvoidCompanies with Low ROEs Have Corporate Governance Practices that…Smartkarma Daily BriefsJune 14, 2024
Daily BriefsJapan Daily Brief Japan: Helios Techno Holding, Tatsuta Electric Wire & Cable, i-mobile Co Ltd, CRE Inc/Japan, GiG Works and more In today’s briefing: Helios Techno Holding (6927) TOB - Today Could Be The DayTatsuta Electric…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co, Medical Data Vision, Aozora Bank Ltd, Fast Retailing, Rakuten Bank, TSE Tokyo Price Index TOPIX, Adastria Co Ltd and more In today’s briefing: Palliser Gets ISS/GL Nods for Keisei AGM Proposals - How Will The…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsJapan Daily Brief Japan: Sun Corp, Marui Group, AViC and more In today’s briefing: Unsolicited Partial Offer for 19% of Sun Corp (6736 JP) - Play…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsMacro Daily Brief Macro: US CPI Inflation 3.27% y-o-y (consensus 3.4%) in May-24 and more In today’s briefing: US CPI Inflation 3.27% y-o-y (consensus 3.4%) in May-24CX Daily: Turning Research…Smartkarma Daily BriefsJune 13, 2024
Daily BriefsMacro Daily Brief Macro: CrossASEAN Ground Zero – Grab’s ESG Credentials and more In today’s briefing: CrossASEAN Ground Zero - Grab's ESG Credentials, Vinfast in Indonesia, Digital Payments,…Smartkarma Daily BriefsJune 12, 2024
Daily BriefsMacro Daily Brief Macro: Malaysia Economics: Is “Digital Tiger” Malaysia About to Roar Again? and more In today’s briefing: Malaysia Economics: Is “Digital Tiger” Malaysia About to Roar Again?The Week at…Smartkarma Daily BriefsJune 11, 2024
Daily BriefsMacro Daily Brief Macro: “Wham and more In today’s briefing: "Wham, Bam, Thank You Ma'am" – Commodities Get SlammedPositive Outlook for Global…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsMacro Daily Brief Macro: Walker’s Weekly: Dr. Jim’s Summary of Key Global Macro Developments – 7 Jun 2024 and more In today’s briefing: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 7…Smartkarma Daily BriefsJune 8, 2024
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