Daily BriefsMost Read Most Read: SK Square , KKR & Co, Yanolja, CPMC Holdings, Greatview Aseptic Packaging, Jeisys Medical, Genex Power Ltd, Far Eastern New Century, China Oilfield Services H and more In today’s briefing: Potential Merger Dynamics Involving SK Inc, SK Square, & SK HynixS&P500/400/600 Index…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsMost Read Most Read: IDP Education, SK Square , CPMC Holdings, Altium Ltd, Yanolja, indie Semiconductor , Teijin Ltd, NIFTY Index and more In today’s briefing: MV Australia Equal Weight Index Rebalance Preview: Close Deletions in JunePotential Merger…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsMost Read Most Read: Deep Yellow Ltd, AU Optronics, JD.com , Toyota Industries, Softbank Group, Shift Up, CELSYS, IDP Education, Guzman Y Gomez, Altium Ltd and more In today’s briefing: S&P/ASX Index Rebalance Preview: Potential Changes from Now to JuneYuanta Taiwan Div+…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsMost Read Most Read: Asia Cement China, Lasertec Corp, CK Asset Holdings, Softbank Group, Toyota Industries, Shift Up, Meituan, CELSYS and more In today’s briefing: Asia Cement (743 HK): $3.22/Share Offer - Really?Lasertec (6920): Some of the…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsMost Read Most Read: Shinko Electric Industries, China Traditional Chinese Medicine, JD.com , Sumitomo Mitsui Financial Group, Asia Cement China, Shift Up, Sakura internet, Hyundai Motor, CK Asset Holdings and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early June 2024 UpdateChina TCM (570.HK)…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsMost Read Most Read: Mmg Ltd, SK Inc, Shinko Electric Industries, Kakaopay , JD.com , Great Eagle Holdings, Tencent, BYD Electronics, Northern Mining and more In today’s briefing: MMG (1208 HK) - $1.1bn+ Rights Offering - Expect Regular Rights Trading…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: S&P500/400/600 Index Rebalance: Huge Size to Trade in a Few Stocks and more In today’s briefing: S&P500/400/600 Index Rebalance: Huge Size to Trade in a Few StocksMerger Arb…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Potential Merger Dynamics Involving SK Inc and more In today’s briefing: Potential Merger Dynamics Involving SK Inc, SK Square, & SK HynixCPMC Holdings…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: EQD | The NIFTY Swung Big But the Rally Could Continue For +2 Weeks and more In today’s briefing: EQD | The NIFTY Swung Big But the Rally Could Continue For…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Softbank (9984 JP): This Time and more In today’s briefing: Softbank (9984 JP): This Time, It’s DifferentTOPIX Inclusions: Who Is Ready (June…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: SMFG Cross-Shareholding – At Least US$17bn of Cross-Shareholding to Sell and more In today’s briefing: SMFG Cross-Shareholding - At Least US$17bn of Cross-Shareholding to Sell, Planning to…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Shinko Electric (6967) – Break/Gap Risk Early June 2024 Update and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early June 2024 UpdateHSI, HSCEI, HSTECH,…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsECM Daily Brief ECM: Initial Thoughts on the Yanolja IPO and more In today’s briefing: Initial Thoughts on the Yanolja IPO Initial Thoughts on the Yanolja IPOBy…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsECM Daily Brief ECM: What Did FSS Point Out to Shift Up? & What Impact Would It Have on Bookbuilding Sentiment? and more In today’s briefing: What Did FSS Point Out to Shift Up? & What Impact Would…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsECM Daily Brief ECM: Shift Up Delays the IPO and Stellar Blade Tops Number One Game in the US in April and more In today’s briefing: Shift Up Delays the IPO and Stellar Blade Tops Number One Game…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsECM Daily Brief ECM: MMG (1208 HK) – $1.1bn+ Rights Offering – Expect Regular Rights Trading Dynamics and more In today’s briefing: MMG (1208 HK) - $1.1bn+ Rights Offering - Expect Regular Rights Trading…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment IPO Preview and more In today’s briefing: Webtoon Entertainment IPO PreviewYankuang Energy Placement - Doesn’t Appear Well Flagged Although…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (3rd June 2024) – Shift Up and more In today’s briefing: ECM Weekly (3rd June 2024) - Shift Up, QuantumPharm, Telix, Sompo, ASMedia,…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Rohm (6963 JP): Negative Scenario Discounted and more In today’s briefing: Rohm (6963 JP): Negative Scenario DiscountedChina Healthcare Weekly (Jun.9) - New Akeso-Summit…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: [Meituan (3690 HK and more In today’s briefing: : Counting on Execution to Navigate the UncertaintiesChubb Limited: What Is Their…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Asian Dividend Gems: Fonterra Shareholders Fund and more In today’s briefing: Asian Dividend Gems: Fonterra Shareholders FundCan indie Semiconductor Get Acquired? A Market-Defining…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Toyota Industries (6201) – TMC’s Sale of TI Shares Is Innocuous and more In today’s briefing: Toyota Industries (6201) - TMC's Sale of TI Shares Is Innocuous, TI's…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China E-Commerce: Stabilizing Property Market Matters a Lot and more In today’s briefing: China E-Commerce: Stabilizing Property Market Matters a LotUPDATE: China Medical System (CMS,…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Pop Mart (9992 HK): Accelerating Momentum Internationally; Raising My Estimates and more In today’s briefing: Pop Mart (9992 HK): Accelerating Momentum Internationally; Raising My EstimatesTech Supply Chain…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, NAURA Technology Group, Robosense Technology, Dropbox Inc, NetEase and more In today’s briefing: ECM Weekly (10th June 2024) - Webtoon, Shift Up, QuantumPharm, Guzman, Kakaopay,…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Altium Ltd, Ciena Corp and more In today’s briefing: (Mostly) Asia-Pac M&A: CPMC, Nagatanien, APM Services, Altium, Austal, Shinko Elect, HollysysCiena…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: indie Semiconductor , BNP Paribas, Yanolja, Asana , Crowdstrike Holdings , Hewlett Packard Enterprise , Descartes Systems Grp, Elastic NV, HashiCorp , Autodesk Inc and more In today’s briefing: Can indie Semiconductor Get Acquired? A Market-Defining Technology With High Differentiation &…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Softbank Group, Lasertec Corp, Shift Up, CELSYS, Taiwan Semiconductor (TSMC) – ADR, Air Liquide SA, Altium Ltd, Salesforce.Com Inc, Dell Technologies , C3.ai Inc and more In today’s briefing: Softbank (9984 JP): This Time, It’s DifferentLasertec. Colossal Fraud Or Multi-Award Winning…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shift Up, Sakura internet, Maxell Ltd, Hon Hai Precision Industry, Vanguard Intl Semiconductor, Intel Corp, Raydium Semiconductor, Marvell Technology , Lasertec Corp, Astera Labs and more In today’s briefing: Shift Up Delays the IPO and Stellar Blade Tops Number One Game…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Tencent, BYD Electronics, Raspberry Pi, Taiwan Semiconductor (TSMC), Wirecard AG and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early June 2024 UpdateMSC May Rebalance:…Smartkarma Daily BriefsJune 5, 2024
ChinaDaily Briefs Daily Brief China: Meituan, Water Oasis, QuantumPharm, Greentown China and more In today’s briefing: Meituan Is the Biggest Beneficiary of China's Domestic Travel RecoveryMT/ Meituan (3690…Smartkarma Daily BriefsJune 7, 2024
ChinaDaily Briefs Daily Brief China: Asia Cement China, CK Asset Holdings, Alibaba Group Holding , China Medical System, Onewo , Midea Group Co Ltd A, China Jinmao Holdings and more In today’s briefing: Asia Cement China (743 HK): A Low-Balled Offer Set up to FailCK…Smartkarma Daily BriefsJune 6, 2024
ChinaDaily Briefs Daily Brief China: JD.com , Tencent, Great Eagle Holdings, Pop Mart International Group L, BYD Electronics, Guangzhou Great Power Ener-A, China Traditional Chinese Medicine, Chow Tai Fook Jewellery, China Vanke and more In today’s briefing: HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (June 2024)MSC May Rebalance:…Smartkarma Daily BriefsJune 5, 2024
ChinaDaily Briefs Daily Brief China: Victory Giant Technology -A, Yankuang Energy Group, Beijing Strong Biotechnolo-A, Alibaba Group Holding , United Nova Technology , China Northern Rare Earth Group High-Tech, Trip.com, QuantumPharm and more In today’s briefing: ChiNext/ChiNext 50 Index Rebalance: US$1bn Round-Trip TradeYankuang Energy Placement - Doesn’t Appear…Smartkarma Daily BriefsJune 4, 2024
ChinaDaily Briefs Daily Brief China: Beijing Strong Biotechnolo-A, United Nova Technology , Bank of Communications , Shenzhen New Industries Biomedical Engineering-A, China Traditional Chinese Medicine, Biwin Storage Technology Lt, Yunnan Aluminium Co Ltd A, SHEIN, Shanghai Fosun Pharmaceutical (Group), Guosen Securities and more In today’s briefing: CSI Medical Service Index Rebalance: Adds Could Outperform Deletes in the Coming…Smartkarma Daily BriefsJune 3, 2024
ChinaDaily Briefs Daily Brief China: China Yangtze Power Co, Ltd., MINISO Group Holding , ZX, Xinjiang Goldwind Science & Technology and more In today’s briefing: Mainland Connect NORTHBOUND Flows (To 31 May 2024): Net Sell Flows on…Smartkarma Daily BriefsJune 2, 2024
Daily BriefsJapan Daily Brief Japan: ROHM Co Ltd, TSE Tokyo Price Index TOPIX and more In today’s briefing: Rohm (6963 JP): Negative Scenario DiscountedChallenge Is to Raise Governance and Return…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsJapan Daily Brief Japan: Teijin Ltd and more In today’s briefing: Weekly Deals Digest (09 Jun) - Teijin, Nagatanien, CF Logistics, Asia Cement,…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsJapan Daily Brief Japan: Kantsu, Kansai Paint, TSE Tokyo Price Index TOPIX and more In today’s briefing: Full Report - Kantsu (9326 JP)Kansai Paint (4613) - Friday, Mar 8,…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsJapan Daily Brief Japan: Softbank Group, Toyota Industries, Lasertec Corp, CELSYS, Saizeriya, Geniee Inc, Duskin Co Ltd and more In today’s briefing: Softbank (9984 JP): This Time, It’s DifferentToyota Industries (6201) - TMC's Sale…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsJapan Daily Brief Japan: Sumitomo Mitsui Financial Group, Sakura internet, Maxell Ltd, Lasertec Corp, TSE Tokyo Price Index TOPIX, Aoyama Zaisan Networks Co Lt and more In today’s briefing: SMFG Cross-Shareholding - At Least US$17bn of Cross-Shareholding to Sell, Planning to…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, Tosei Corp, Kosaido and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early June 2024 UpdateTosei (8923) |…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsMacro Daily Brief Macro: India Politics: Setback for Modi Heralds Era of Uncertain Coalition Politics and more In today’s briefing: India Politics: Setback for Modi Heralds Era of Uncertain Coalition PoliticsIs that…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsMacro Daily Brief Macro: ETFs Are Reaching Way Beyond Passive Investing and more In today’s briefing: ETFs Are Reaching Way Beyond Passive InvestingImpact of China’s Economic Deceleration on…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsMacro Daily Brief Macro: Global Commodities: Demand for Oil Is Good and more In today’s briefing: Global Commodities: Demand for Oil Is Good, Just Not for CrudeThe Holy…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsMacro Daily Brief Macro: Goodbye to Ultra-Low US Short-Term Interest Rates? Financial Markets Well Ahead of the Fed and more In today’s briefing: Goodbye to Ultra-Low US Short-Term Interest Rates? Financial Markets Well Ahead of…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsMacro Daily Brief Macro: Portfolio Watch – Adjusting equity and commodity risks as the reflation story stalls and more In today’s briefing: Portfolio Watch – Adjusting equity and commodity risks as the reflation story…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsMacro Daily Brief Macro: CX Daily: Mega Blunder Adds to Li Auto’s Troubles as Huawei Rivalry Hots Up and more In today’s briefing: CX Daily: Mega Blunder Adds to Li Auto’s Troubles as Huawei Rivalry…Smartkarma Daily BriefsMay 31, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Profit-Taking and more In today’s briefing: Crypto Crisp: Profit-Taking Crypto Crisp: Profit-TakingBy Mads EberhardtRecently, we have voiced our…Smartkarma Daily BriefsMarch 19, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #19 – Liquid Staking Protocols Are Ethereum’s Saver and more In today’s briefing: Crypto Moves #19 – Liquid Staking Protocols Are Ethereum’s Saver Crypto Moves…Smartkarma Daily BriefsMarch 16, 2024
CryptoDaily Briefs Daily Brief Crypto: Charting the Web3 Horizon in 2024 and more In today’s briefing: Charting the Web3 Horizon in 2024 Charting the Web3 Horizon in 2024By…Smartkarma Daily BriefsMarch 14, 2024
CryptoDaily Briefs Daily Brief Crypto: Ethan Sun and Santiago Santos: Bringing Crypto x AI Experiences to Millions with MyShell.AI and more In today’s briefing: Ethan Sun and Santiago Santos: Bringing Crypto x AI Experiences to Millions…Smartkarma Daily BriefsMarch 12, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #18 – The Least Speculative Crypto Bull Market and more In today’s briefing: Crypto Moves #18 – The Least Speculative Crypto Bull Market Crypto Moves…Smartkarma Daily BriefsMarch 8, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Two Scenarios and more In today’s briefing: Crypto Crisp: Two Scenarios Crypto Crisp: Two ScenariosBy Mads EberhardtLast week was…Smartkarma Daily BriefsMarch 5, 2024
Daily BriefsMost Read Most Read: SK Square , KKR & Co, Yanolja, CPMC Holdings, Greatview Aseptic Packaging, Jeisys Medical, Genex Power Ltd, Far Eastern New Century, China Oilfield Services H and more In today’s briefing: Potential Merger Dynamics Involving SK Inc, SK Square, & SK HynixS&P500/400/600 Index…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsMost Read Most Read: IDP Education, SK Square , CPMC Holdings, Altium Ltd, Yanolja, indie Semiconductor , Teijin Ltd, NIFTY Index and more In today’s briefing: MV Australia Equal Weight Index Rebalance Preview: Close Deletions in JunePotential Merger…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsMost Read Most Read: Deep Yellow Ltd, AU Optronics, JD.com , Toyota Industries, Softbank Group, Shift Up, CELSYS, IDP Education, Guzman Y Gomez, Altium Ltd and more In today’s briefing: S&P/ASX Index Rebalance Preview: Potential Changes from Now to JuneYuanta Taiwan Div+…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsMost Read Most Read: Asia Cement China, Lasertec Corp, CK Asset Holdings, Softbank Group, Toyota Industries, Shift Up, Meituan, CELSYS and more In today’s briefing: Asia Cement (743 HK): $3.22/Share Offer - Really?Lasertec (6920): Some of the…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsMost Read Most Read: Shinko Electric Industries, China Traditional Chinese Medicine, JD.com , Sumitomo Mitsui Financial Group, Asia Cement China, Shift Up, Sakura internet, Hyundai Motor, CK Asset Holdings and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early June 2024 UpdateChina TCM (570.HK)…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsMost Read Most Read: Mmg Ltd, SK Inc, Shinko Electric Industries, Kakaopay , JD.com , Great Eagle Holdings, Tencent, BYD Electronics, Northern Mining and more In today’s briefing: MMG (1208 HK) - $1.1bn+ Rights Offering - Expect Regular Rights Trading…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: S&P500/400/600 Index Rebalance: Huge Size to Trade in a Few Stocks and more In today’s briefing: S&P500/400/600 Index Rebalance: Huge Size to Trade in a Few StocksMerger Arb…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Potential Merger Dynamics Involving SK Inc and more In today’s briefing: Potential Merger Dynamics Involving SK Inc, SK Square, & SK HynixCPMC Holdings…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: EQD | The NIFTY Swung Big But the Rally Could Continue For +2 Weeks and more In today’s briefing: EQD | The NIFTY Swung Big But the Rally Could Continue For…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Softbank (9984 JP): This Time and more In today’s briefing: Softbank (9984 JP): This Time, It’s DifferentTOPIX Inclusions: Who Is Ready (June…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: SMFG Cross-Shareholding – At Least US$17bn of Cross-Shareholding to Sell and more In today’s briefing: SMFG Cross-Shareholding - At Least US$17bn of Cross-Shareholding to Sell, Planning to…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Shinko Electric (6967) – Break/Gap Risk Early June 2024 Update and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early June 2024 UpdateHSI, HSCEI, HSTECH,…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsECM Daily Brief ECM: Initial Thoughts on the Yanolja IPO and more In today’s briefing: Initial Thoughts on the Yanolja IPO Initial Thoughts on the Yanolja IPOBy…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsECM Daily Brief ECM: What Did FSS Point Out to Shift Up? & What Impact Would It Have on Bookbuilding Sentiment? and more In today’s briefing: What Did FSS Point Out to Shift Up? & What Impact Would…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsECM Daily Brief ECM: Shift Up Delays the IPO and Stellar Blade Tops Number One Game in the US in April and more In today’s briefing: Shift Up Delays the IPO and Stellar Blade Tops Number One Game…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsECM Daily Brief ECM: MMG (1208 HK) – $1.1bn+ Rights Offering – Expect Regular Rights Trading Dynamics and more In today’s briefing: MMG (1208 HK) - $1.1bn+ Rights Offering - Expect Regular Rights Trading…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsECM Daily Brief ECM: Webtoon Entertainment IPO Preview and more In today’s briefing: Webtoon Entertainment IPO PreviewYankuang Energy Placement - Doesn’t Appear Well Flagged Although…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (3rd June 2024) – Shift Up and more In today’s briefing: ECM Weekly (3rd June 2024) - Shift Up, QuantumPharm, Telix, Sompo, ASMedia,…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Rohm (6963 JP): Negative Scenario Discounted and more In today’s briefing: Rohm (6963 JP): Negative Scenario DiscountedChina Healthcare Weekly (Jun.9) - New Akeso-Summit…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: [Meituan (3690 HK and more In today’s briefing: : Counting on Execution to Navigate the UncertaintiesChubb Limited: What Is Their…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Asian Dividend Gems: Fonterra Shareholders Fund and more In today’s briefing: Asian Dividend Gems: Fonterra Shareholders FundCan indie Semiconductor Get Acquired? A Market-Defining…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Toyota Industries (6201) – TMC’s Sale of TI Shares Is Innocuous and more In today’s briefing: Toyota Industries (6201) - TMC's Sale of TI Shares Is Innocuous, TI's…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China E-Commerce: Stabilizing Property Market Matters a Lot and more In today’s briefing: China E-Commerce: Stabilizing Property Market Matters a LotUPDATE: China Medical System (CMS,…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Pop Mart (9992 HK): Accelerating Momentum Internationally; Raising My Estimates and more In today’s briefing: Pop Mart (9992 HK): Accelerating Momentum Internationally; Raising My EstimatesTech Supply Chain…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, NAURA Technology Group, Robosense Technology, Dropbox Inc, NetEase and more In today’s briefing: ECM Weekly (10th June 2024) - Webtoon, Shift Up, QuantumPharm, Guzman, Kakaopay,…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Altium Ltd, Ciena Corp and more In today’s briefing: (Mostly) Asia-Pac M&A: CPMC, Nagatanien, APM Services, Altium, Austal, Shinko Elect, HollysysCiena…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: indie Semiconductor , BNP Paribas, Yanolja, Asana , Crowdstrike Holdings , Hewlett Packard Enterprise , Descartes Systems Grp, Elastic NV, HashiCorp , Autodesk Inc and more In today’s briefing: Can indie Semiconductor Get Acquired? A Market-Defining Technology With High Differentiation &…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Softbank Group, Lasertec Corp, Shift Up, CELSYS, Taiwan Semiconductor (TSMC) – ADR, Air Liquide SA, Altium Ltd, Salesforce.Com Inc, Dell Technologies , C3.ai Inc and more In today’s briefing: Softbank (9984 JP): This Time, It’s DifferentLasertec. Colossal Fraud Or Multi-Award Winning…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shift Up, Sakura internet, Maxell Ltd, Hon Hai Precision Industry, Vanguard Intl Semiconductor, Intel Corp, Raydium Semiconductor, Marvell Technology , Lasertec Corp, Astera Labs and more In today’s briefing: Shift Up Delays the IPO and Stellar Blade Tops Number One Game…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Tencent, BYD Electronics, Raspberry Pi, Taiwan Semiconductor (TSMC), Wirecard AG and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early June 2024 UpdateMSC May Rebalance:…Smartkarma Daily BriefsJune 5, 2024
ChinaDaily Briefs Daily Brief China: Meituan, Water Oasis, QuantumPharm, Greentown China and more In today’s briefing: Meituan Is the Biggest Beneficiary of China's Domestic Travel RecoveryMT/ Meituan (3690…Smartkarma Daily BriefsJune 7, 2024
ChinaDaily Briefs Daily Brief China: Asia Cement China, CK Asset Holdings, Alibaba Group Holding , China Medical System, Onewo , Midea Group Co Ltd A, China Jinmao Holdings and more In today’s briefing: Asia Cement China (743 HK): A Low-Balled Offer Set up to FailCK…Smartkarma Daily BriefsJune 6, 2024
ChinaDaily Briefs Daily Brief China: JD.com , Tencent, Great Eagle Holdings, Pop Mart International Group L, BYD Electronics, Guangzhou Great Power Ener-A, China Traditional Chinese Medicine, Chow Tai Fook Jewellery, China Vanke and more In today’s briefing: HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (June 2024)MSC May Rebalance:…Smartkarma Daily BriefsJune 5, 2024
ChinaDaily Briefs Daily Brief China: Victory Giant Technology -A, Yankuang Energy Group, Beijing Strong Biotechnolo-A, Alibaba Group Holding , United Nova Technology , China Northern Rare Earth Group High-Tech, Trip.com, QuantumPharm and more In today’s briefing: ChiNext/ChiNext 50 Index Rebalance: US$1bn Round-Trip TradeYankuang Energy Placement - Doesn’t Appear…Smartkarma Daily BriefsJune 4, 2024
ChinaDaily Briefs Daily Brief China: Beijing Strong Biotechnolo-A, United Nova Technology , Bank of Communications , Shenzhen New Industries Biomedical Engineering-A, China Traditional Chinese Medicine, Biwin Storage Technology Lt, Yunnan Aluminium Co Ltd A, SHEIN, Shanghai Fosun Pharmaceutical (Group), Guosen Securities and more In today’s briefing: CSI Medical Service Index Rebalance: Adds Could Outperform Deletes in the Coming…Smartkarma Daily BriefsJune 3, 2024
ChinaDaily Briefs Daily Brief China: China Yangtze Power Co, Ltd., MINISO Group Holding , ZX, Xinjiang Goldwind Science & Technology and more In today’s briefing: Mainland Connect NORTHBOUND Flows (To 31 May 2024): Net Sell Flows on…Smartkarma Daily BriefsJune 2, 2024
Daily BriefsJapan Daily Brief Japan: ROHM Co Ltd, TSE Tokyo Price Index TOPIX and more In today’s briefing: Rohm (6963 JP): Negative Scenario DiscountedChallenge Is to Raise Governance and Return…Smartkarma Daily BriefsJune 10, 2024
Daily BriefsJapan Daily Brief Japan: Teijin Ltd and more In today’s briefing: Weekly Deals Digest (09 Jun) - Teijin, Nagatanien, CF Logistics, Asia Cement,…Smartkarma Daily BriefsJune 9, 2024
Daily BriefsJapan Daily Brief Japan: Kantsu, Kansai Paint, TSE Tokyo Price Index TOPIX and more In today’s briefing: Full Report - Kantsu (9326 JP)Kansai Paint (4613) - Friday, Mar 8,…Smartkarma Daily BriefsJune 8, 2024
Daily BriefsJapan Daily Brief Japan: Softbank Group, Toyota Industries, Lasertec Corp, CELSYS, Saizeriya, Geniee Inc, Duskin Co Ltd and more In today’s briefing: Softbank (9984 JP): This Time, It’s DifferentToyota Industries (6201) - TMC's Sale…Smartkarma Daily BriefsJune 7, 2024
Daily BriefsJapan Daily Brief Japan: Sumitomo Mitsui Financial Group, Sakura internet, Maxell Ltd, Lasertec Corp, TSE Tokyo Price Index TOPIX, Aoyama Zaisan Networks Co Lt and more In today’s briefing: SMFG Cross-Shareholding - At Least US$17bn of Cross-Shareholding to Sell, Planning to…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, Tosei Corp, Kosaido and more In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early June 2024 UpdateTosei (8923) |…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsMacro Daily Brief Macro: India Politics: Setback for Modi Heralds Era of Uncertain Coalition Politics and more In today’s briefing: India Politics: Setback for Modi Heralds Era of Uncertain Coalition PoliticsIs that…Smartkarma Daily BriefsJune 6, 2024
Daily BriefsMacro Daily Brief Macro: ETFs Are Reaching Way Beyond Passive Investing and more In today’s briefing: ETFs Are Reaching Way Beyond Passive InvestingImpact of China’s Economic Deceleration on…Smartkarma Daily BriefsJune 5, 2024
Daily BriefsMacro Daily Brief Macro: Global Commodities: Demand for Oil Is Good and more In today’s briefing: Global Commodities: Demand for Oil Is Good, Just Not for CrudeThe Holy…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsMacro Daily Brief Macro: Goodbye to Ultra-Low US Short-Term Interest Rates? Financial Markets Well Ahead of the Fed and more In today’s briefing: Goodbye to Ultra-Low US Short-Term Interest Rates? Financial Markets Well Ahead of…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsMacro Daily Brief Macro: Portfolio Watch – Adjusting equity and commodity risks as the reflation story stalls and more In today’s briefing: Portfolio Watch – Adjusting equity and commodity risks as the reflation story…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsMacro Daily Brief Macro: CX Daily: Mega Blunder Adds to Li Auto’s Troubles as Huawei Rivalry Hots Up and more In today’s briefing: CX Daily: Mega Blunder Adds to Li Auto’s Troubles as Huawei Rivalry…Smartkarma Daily BriefsMay 31, 2024
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