Daily BriefsMost Read Most Read: Vanguard Intl Semiconductor, United Nova Technology , Yunnan Aluminium Co Ltd A, Biwin Storage Technology Lt, Guosen Securities , Victory Giant Technology -A, Yankuang Energy Group, Webtoon Entertainment, Nagatanien Holdings, Beijing Strong Biotechnolo-A and more In today’s briefing: TIP Customized Taiwan Select High Dividend Index Rebalance: 13 Changes & US$5.2bn…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsMost Read Most Read: Helios Techno Holding, Teijin Ltd, Beijing Strong Biotechnolo-A, ZX, Vanguard Intl Semiconductor, United Nova Technology , Bank of Communications , Shenzhen New Industries Biomedical Engineering-A, Biwin Storage Technology Lt, Hanwha Ocean and more In today’s briefing: Helios Techno Holding (6927) - Small TOB, Fat Premium (74%), Still Too…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsMost Read Most Read: Infocom Corp, Chilled & Frozen Logistics Holdings, Greatview Aseptic Packaging, Hanwha Ocean , BHP Group Ltd, Mitsui Matsushima, China Yangtze Power Co, Ltd. and more In today’s briefing: Infocom (4348 JP): Blackstone’s Rumoured JPY260bn Bid to Acquire Teijin’s StakeSG Holdings…Smartkarma Daily BriefsJune 2, 2024
Daily BriefsMost Read Most Read: Infocom Corp, Shift Up, Legend Holdings Corp H, Chilled & Frozen Logistics Holdings, Greatview Aseptic Packaging, Hanwha Ocean , Korea Stock Exchange KOSPI 200, Mitsubishi Motors and more In today’s briefing: Infocom (4348 JP) - Reports of an Exclusive Negotiation May Give HintsShift…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsMost Read Most Read: Vanguard Intl Semiconductor, Exedy Corp, Infocom Corp, Mitsui Matsushima, SK Bioscience , SK Inc, Kansai Paint, Shift Up, Zomato, Shinsegae and more In today’s briefing: TIP Customized Taiwan Select High Dividend Index Rebalance Preview: AUM Jump &…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsMost Read Most Read: Square Enix Holdings, Baidu , Deep Yellow Ltd, Asia Cement China, Vanguard Intl Semiconductor, Mitsui Matsushima, Korea Stock Exchange KOSPI 200, SK Bioscience , Cummins India and more In today’s briefing: Japan - Another Big Round of Passive SellingBaidu: Priced to FailS&P/ASX Index…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: ChiNext/ChiNext 50 Index Rebalance: US$1bn Round-Trip Trade and more In today’s briefing: ChiNext/ChiNext 50 Index Rebalance: US$1bn Round-Trip TradeUpdated Tool (31May24) & "Diff File…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Teijin (3401 JP): Alternative Play on the Potential Infocom Tender and more In today’s briefing: Teijin (3401 JP): Alternative Play on the Potential Infocom TenderCSI Medical Service…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: Huafa Prop and more In today’s briefing: (Mostly) Asia-Pac M&A: Huafa Prop, Asia Cement, QV Equities, Sciclone, Chilled &…Smartkarma Daily BriefsJune 2, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: SG Holdings to Launch TOB on C&F Logistics (9099) At A Whopping ¥5 and more In today’s briefing: SG Holdings to Launch TOB on C&F Logistics (9099) At A Whopping…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Exedy (7278) Huge Offering Resized – Watch the Dynamics Here and more In today’s briefing: Exedy (7278) Huge Offering Resized - Watch the Dynamics HereInfocom (4348 JP)…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Asia Cement (743 HK): Parent’s Ready-Mixed Offer? and more In today’s briefing: Asia Cement (743 HK): Parent's Ready-Mixed Offer?TIP Customized Taiwan Select High Dividend…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsECM Daily Brief ECM: Bloks Group Pre-IPO Tearsheet and more In today’s briefing: Bloks Group Pre-IPO TearsheetCaiNiao Q4FY Results: After IPO Withdrawn, Margins Fell |…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsECM Daily Brief ECM: Shift Up IPO: Valuation Insights and more In today’s briefing: Shift Up IPO: Valuation InsightsAMMB Holdings Placement - Last Selldown Did Well,…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsECM Daily Brief ECM: Quantgroup Technology Pre-IPO Tearsheet and more In today’s briefing: Quantgroup Technology Pre-IPO TearsheetQuantumPharm (Xtalpi) Pre-IPO - PHIP Updates - Strong Growth,…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsECM Daily Brief ECM: ASMedia GDR Offering – Well Flagged and more In today’s briefing: ASMedia GDR Offering - Well Flagged, and Momentum Has Been Strong Leading…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsECM Daily Brief ECM: Alibaba/JD.com: Thoughts On The Recent Convertible Bond Issuance and more In today’s briefing: Alibaba/JD.com: Thoughts On The Recent Convertible Bond IssuanceExedy Corporation Placement - Relatively…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsECM Daily Brief ECM: Hoshino Resorts REIT Placement – Another Raising to Fund an Accretive Acquisition and more In today’s briefing: Hoshino Resorts REIT Placement - Another Raising to Fund an Accretive AcquisitionECM…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Consumption Weekly (3 Jun 2024): Alibaba and more In today’s briefing: China Consumption Weekly (3 Jun 2024): Alibaba, Alibaba Pictures, Li Auto, JD.com,…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: SHEIN: Several US Customs Broker Suspensions Tied to Tighter ‘de Minimis’ Rules and more In today’s briefing: SHEIN: Several US Customs Broker Suspensions Tied to Tighter 'de Minimis' Rules:…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Xinyi Glass (868): Beneficiary of Chinese RE Rejuvenation and more In today’s briefing: Xinyi Glass (868): Beneficiary of Chinese RE RejuvenationIndian Companies Are Betting on…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: The Beat Ideas: Action Construction – A Bet on Manufacturing & Infrastructure Theme and more In today’s briefing: The Beat Ideas: Action Construction - A Bet on Manufacturing & Infrastructure…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tencent/Netease: Major Names Get Zeroed in May and more In today’s briefing: Tencent/Netease: Major Names Get Zeroed in May, Smells of Common Prosperity?Cisarua Mountain…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Akatsuki Inc (TYO 3932): A $188M Net Net Japanese Game Developer and more In today’s briefing: Akatsuki Inc (TYO 3932): A $188M Net Net Japanese Game DeveloperTech Supply…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Victory Giant Technology -A, United Nova Technology , Hon Hai Precision Industry, Novonix and more In today’s briefing: ChiNext/ChiNext 50 Index Rebalance: US$1bn Round-Trip TradeQuiddity STAR 50/100 Jun 24 Rebalance:…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Vanguard Intl Semiconductor, United Nova Technology , Biwin Storage Technology Lt, Xiaomi Corp, NetEase , Snowflake , Synopsys Inc, Analog Devices, Workday Inc Class A and more In today’s briefing: TIP Customized Taiwan Select High Dividend Index Rebalance: 13 Changes & US$5.2bn…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, ZX and more In today’s briefing: Weekly Deals Digest (02 Jun) - Infocom, CF Logistics, Asia Cement, GA…Smartkarma Daily BriefsJune 2, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, Cainiao Smart Logistics Network, Qualcomm Inc, Taiwan Semiconductor (TSMC) – ADR, Zoom Video Communications Inc, NVIDIA Corp, Oki Electric Industry, Canon Inc, Bel Fuse Inc Cl B, Palo Alto Networks and more In today’s briefing: Infocom (4348 JP): Blackstone’s Rumoured JPY260bn Bid to Acquire Teijin’s StakeCaiNiao Q4FY…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, SK Inc, Shift Up, Himax Technologies Inc Adr, Guangzhou Automobile Group , Legend Holdings Corp H, Crowdstrike Holdings , Arlo Technologies Inc, BILL Holdings , Soluna Holdings and more In today’s briefing: Infocom (4348 JP) - Reports of an Exclusive Negotiation May Give HintsDetailed…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Vanguard Intl Semiconductor, Tencent, Zhejiang Leapmotor Technologie, Quantgroup Technology, Chipmos Technologies, Zeta Markets, Waystar Holding and more In today’s briefing: TIP Customized Taiwan Select High Dividend Index Rebalance Preview: AUM Jump &…Smartkarma Daily BriefsMay 30, 2024
ChinaDaily Briefs Daily Brief China: Greatview Aseptic Packaging, Bloks Group, Xinyi Glass Holdings, Cainiao Smart Logistics Network, PDD Holdings, Alibaba Health Information Tec, China Vanke , Jiangxi Rimag Group and more In today’s briefing: GAPack (468 HK): Shandong Xinjufeng Offer ProgessesBloks Group Pre-IPO TearsheetXinyi Glass (868):…Smartkarma Daily BriefsJune 1, 2024
ChinaDaily Briefs Daily Brief China: Legend Holdings Corp H, China Medical System, Shui On Land, Rakuten and more In today’s briefing: How to Own Lenovo at a Discount: BUY Legend Holdings Corp (3396…Smartkarma Daily BriefsMay 31, 2024
ChinaDaily Briefs Daily Brief China: Asia Cement China, Tencent, Techtronic Industries, Trip.com, Quantgroup Technology, QuantumPharm, Mokingran Jewellery Group and more In today’s briefing: Asia Cement (743 HK): Parent's Ready-Mixed Offer?Asia Cement China (743 HK): Privatisation…Smartkarma Daily BriefsMay 30, 2024
ChinaDaily Briefs Daily Brief China: Akeso Biopharma Inc, Jiangxi Rimag Group, Sichuan Kelun-Biotech Biopharm, China Vanke and more In today’s briefing: Is Akeso's Sell-Off a Long Waited Opportunity or a Long Overdue Correction?Pre-IPO…Smartkarma Daily BriefsMay 29, 2024
ChinaDaily Briefs Daily Brief China: Alibaba Group Holding , Huafa Property Services Group, China Merchants China Direct Investments, Baidu, JD.com , iQIYI Inc, Lalatech Holdings Co Ltd, Akeso Biopharma Inc and more In today’s briefing: Alibaba/JD.com: Thoughts On The Recent Convertible Bond IssuanceHuafa Property Services (982 HK)'s…Smartkarma Daily BriefsMay 28, 2024
ChinaDaily Briefs Daily Brief China: Meituan, Great Wall Motor, L’Occitane, COSCO SHIPPING Holdings , China Molybdenum Co Ltd H, Shanghai Henlius Biotech , Contemporary Amperex Technology (CATL), China Resources Pharmaceutical, Baidu , XPeng and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 24 May 2024); Strong Bank Buying and…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsJapan Daily Brief Japan: Mitsui Fudosan, Nagatanien Holdings, TSE Tokyo Price Index TOPIX, Golf Digest Online and more In today’s briefing: Updated Tool (31May24) & "Diff File Generator" For TSE "Mgmt Conscious of…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsJapan Daily Brief Japan: Teijin Ltd, TSE Tokyo Price Index TOPIX, Aisin , Sompo Holdings and more In today’s briefing: Teijin (3401 JP): Alternative Play on the Potential Infocom TenderEngagement Keeps Widening…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsJapan Daily Brief Japan: Infocom Corp, Mitsui Matsushima, Helios Techno Holding and more In today’s briefing: Weekly Deals Digest (02 Jun) - Infocom, CF Logistics, Asia Cement, GA…Smartkarma Daily BriefsJune 2, 2024
Daily BriefsJapan Daily Brief Japan: Chilled & Frozen Logistics Holdings, Infocom Corp, Mitsubishi Motors, Oki Electric Industry, Canon Inc and more In today’s briefing: SG Holdings to Launch TOB on C&F Logistics (9099) At A Whopping…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsJapan Daily Brief Japan: Exedy Corp, Infocom Corp, Kansai Paint, TSE Tokyo Price Index TOPIX, Rakuten and more In today’s briefing: Exedy (7278) Huge Offering Resized - Watch the Dynamics HereInfocom (4348 JP)…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsJapan Daily Brief Japan: Mitsui Matsushima, Chilled & Frozen Logistics Holdings and more In today’s briefing: JAPAN ACTIVISM: Murakami-Père Ran Up Mitsui Matsushima (1518 JP), Now Murakami-Fille Selling…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsMacro Daily Brief Macro: Litigation Funding as an Asset Class and more In today’s briefing: Litigation Funding as an Asset ClassUnpacking Crude Oil IV Behaviour During OPEC…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsMacro Daily Brief Macro: Smartkarma Webinar | Significant Shift in Fed Policy Expectations: Implications for ASEAN Markets and more In today’s briefing: Smartkarma Webinar | Significant Shift in Fed Policy Expectations: Implications for ASEAN…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsMacro Daily Brief Macro: Thailand: Ready (Re)SET Go! and more In today’s briefing: Thailand: Ready (Re)SET Go!FSC Head Remarks Short Selling Could Resume in 1Q…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsMacro Daily Brief Macro: Korea Exchange Launches the Disclosure of Corporate Value Up Program on KIND System and more In today’s briefing: Korea Exchange Launches the Disclosure of Corporate Value Up Program on KIND…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsMacro Daily Brief Macro: CrossASEAN Ground Zero – Food Panda Sale and more In today’s briefing: CrossASEAN Ground Zero - Food Panda Sale, Lazada Fundraising, ACommerce, and PropertyGuru's…Smartkarma Daily BriefsMay 25, 2024
Daily BriefsMacro Daily Brief Macro: EM Watch: Have Copper markets been hit by a bus full of tourists or by the Chinese economy? and more In today’s briefing: EM Watch: Have Copper markets been hit by a bus full of…Smartkarma Daily BriefsMay 24, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #17 – Is Michael Saylor and more In today’s briefing: Crypto Moves #17 – Is Michael Saylor, in fact, Satoshi Nakamoto? Crypto…Smartkarma Daily BriefsMarch 1, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Finally and more In today’s briefing: Crypto Crisp: Finally, Uniswap Crypto Crisp: Finally, UniswapBy Mads EberhardtEthereum has surged…Smartkarma Daily BriefsFebruary 27, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #16 – Why We Are Long Ethereum Layer 2s and more In today’s briefing: Crypto Moves #16 – Why We Are Long Ethereum Layer 2s Crypto…Smartkarma Daily BriefsFebruary 23, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp – Signs of Euphoria and more In today’s briefing: Crypto Crisp – Signs of Euphoria Crypto Crisp – Signs of EuphoriaBy…Smartkarma Daily BriefsFebruary 20, 2024
CryptoDaily Briefs Daily Brief Crypto: Edward Woodford: Driving Crypto Adoption – [Making Markets and more In today’s briefing: Edward Woodford: Driving Crypto Adoption - Edward Woodford: Driving Crypto Adoption -…Smartkarma Daily BriefsFebruary 18, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #15 – 90% Likelihood of an Ethereum Spot ETF Approval This Year and more In today’s briefing: Crypto Moves #15 – 90% Likelihood of an Ethereum Spot ETF Approval…Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsMost Read Most Read: Vanguard Intl Semiconductor, United Nova Technology , Yunnan Aluminium Co Ltd A, Biwin Storage Technology Lt, Guosen Securities , Victory Giant Technology -A, Yankuang Energy Group, Webtoon Entertainment, Nagatanien Holdings, Beijing Strong Biotechnolo-A and more In today’s briefing: TIP Customized Taiwan Select High Dividend Index Rebalance: 13 Changes & US$5.2bn…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsMost Read Most Read: Helios Techno Holding, Teijin Ltd, Beijing Strong Biotechnolo-A, ZX, Vanguard Intl Semiconductor, United Nova Technology , Bank of Communications , Shenzhen New Industries Biomedical Engineering-A, Biwin Storage Technology Lt, Hanwha Ocean and more In today’s briefing: Helios Techno Holding (6927) - Small TOB, Fat Premium (74%), Still Too…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsMost Read Most Read: Infocom Corp, Chilled & Frozen Logistics Holdings, Greatview Aseptic Packaging, Hanwha Ocean , BHP Group Ltd, Mitsui Matsushima, China Yangtze Power Co, Ltd. and more In today’s briefing: Infocom (4348 JP): Blackstone’s Rumoured JPY260bn Bid to Acquire Teijin’s StakeSG Holdings…Smartkarma Daily BriefsJune 2, 2024
Daily BriefsMost Read Most Read: Infocom Corp, Shift Up, Legend Holdings Corp H, Chilled & Frozen Logistics Holdings, Greatview Aseptic Packaging, Hanwha Ocean , Korea Stock Exchange KOSPI 200, Mitsubishi Motors and more In today’s briefing: Infocom (4348 JP) - Reports of an Exclusive Negotiation May Give HintsShift…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsMost Read Most Read: Vanguard Intl Semiconductor, Exedy Corp, Infocom Corp, Mitsui Matsushima, SK Bioscience , SK Inc, Kansai Paint, Shift Up, Zomato, Shinsegae and more In today’s briefing: TIP Customized Taiwan Select High Dividend Index Rebalance Preview: AUM Jump &…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsMost Read Most Read: Square Enix Holdings, Baidu , Deep Yellow Ltd, Asia Cement China, Vanguard Intl Semiconductor, Mitsui Matsushima, Korea Stock Exchange KOSPI 200, SK Bioscience , Cummins India and more In today’s briefing: Japan - Another Big Round of Passive SellingBaidu: Priced to FailS&P/ASX Index…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: ChiNext/ChiNext 50 Index Rebalance: US$1bn Round-Trip Trade and more In today’s briefing: ChiNext/ChiNext 50 Index Rebalance: US$1bn Round-Trip TradeUpdated Tool (31May24) & "Diff File…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Teijin (3401 JP): Alternative Play on the Potential Infocom Tender and more In today’s briefing: Teijin (3401 JP): Alternative Play on the Potential Infocom TenderCSI Medical Service…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: Huafa Prop and more In today’s briefing: (Mostly) Asia-Pac M&A: Huafa Prop, Asia Cement, QV Equities, Sciclone, Chilled &…Smartkarma Daily BriefsJune 2, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: SG Holdings to Launch TOB on C&F Logistics (9099) At A Whopping ¥5 and more In today’s briefing: SG Holdings to Launch TOB on C&F Logistics (9099) At A Whopping…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Exedy (7278) Huge Offering Resized – Watch the Dynamics Here and more In today’s briefing: Exedy (7278) Huge Offering Resized - Watch the Dynamics HereInfocom (4348 JP)…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Asia Cement (743 HK): Parent’s Ready-Mixed Offer? and more In today’s briefing: Asia Cement (743 HK): Parent's Ready-Mixed Offer?TIP Customized Taiwan Select High Dividend…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsECM Daily Brief ECM: Bloks Group Pre-IPO Tearsheet and more In today’s briefing: Bloks Group Pre-IPO TearsheetCaiNiao Q4FY Results: After IPO Withdrawn, Margins Fell |…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsECM Daily Brief ECM: Shift Up IPO: Valuation Insights and more In today’s briefing: Shift Up IPO: Valuation InsightsAMMB Holdings Placement - Last Selldown Did Well,…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsECM Daily Brief ECM: Quantgroup Technology Pre-IPO Tearsheet and more In today’s briefing: Quantgroup Technology Pre-IPO TearsheetQuantumPharm (Xtalpi) Pre-IPO - PHIP Updates - Strong Growth,…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsECM Daily Brief ECM: ASMedia GDR Offering – Well Flagged and more In today’s briefing: ASMedia GDR Offering - Well Flagged, and Momentum Has Been Strong Leading…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsECM Daily Brief ECM: Alibaba/JD.com: Thoughts On The Recent Convertible Bond Issuance and more In today’s briefing: Alibaba/JD.com: Thoughts On The Recent Convertible Bond IssuanceExedy Corporation Placement - Relatively…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsECM Daily Brief ECM: Hoshino Resorts REIT Placement – Another Raising to Fund an Accretive Acquisition and more In today’s briefing: Hoshino Resorts REIT Placement - Another Raising to Fund an Accretive AcquisitionECM…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Consumption Weekly (3 Jun 2024): Alibaba and more In today’s briefing: China Consumption Weekly (3 Jun 2024): Alibaba, Alibaba Pictures, Li Auto, JD.com,…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: SHEIN: Several US Customs Broker Suspensions Tied to Tighter ‘de Minimis’ Rules and more In today’s briefing: SHEIN: Several US Customs Broker Suspensions Tied to Tighter 'de Minimis' Rules:…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Xinyi Glass (868): Beneficiary of Chinese RE Rejuvenation and more In today’s briefing: Xinyi Glass (868): Beneficiary of Chinese RE RejuvenationIndian Companies Are Betting on…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: The Beat Ideas: Action Construction – A Bet on Manufacturing & Infrastructure Theme and more In today’s briefing: The Beat Ideas: Action Construction - A Bet on Manufacturing & Infrastructure…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Tencent/Netease: Major Names Get Zeroed in May and more In today’s briefing: Tencent/Netease: Major Names Get Zeroed in May, Smells of Common Prosperity?Cisarua Mountain…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Akatsuki Inc (TYO 3932): A $188M Net Net Japanese Game Developer and more In today’s briefing: Akatsuki Inc (TYO 3932): A $188M Net Net Japanese Game DeveloperTech Supply…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Victory Giant Technology -A, United Nova Technology , Hon Hai Precision Industry, Novonix and more In today’s briefing: ChiNext/ChiNext 50 Index Rebalance: US$1bn Round-Trip TradeQuiddity STAR 50/100 Jun 24 Rebalance:…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Vanguard Intl Semiconductor, United Nova Technology , Biwin Storage Technology Lt, Xiaomi Corp, NetEase , Snowflake , Synopsys Inc, Analog Devices, Workday Inc Class A and more In today’s briefing: TIP Customized Taiwan Select High Dividend Index Rebalance: 13 Changes & US$5.2bn…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, ZX and more In today’s briefing: Weekly Deals Digest (02 Jun) - Infocom, CF Logistics, Asia Cement, GA…Smartkarma Daily BriefsJune 2, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, Cainiao Smart Logistics Network, Qualcomm Inc, Taiwan Semiconductor (TSMC) – ADR, Zoom Video Communications Inc, NVIDIA Corp, Oki Electric Industry, Canon Inc, Bel Fuse Inc Cl B, Palo Alto Networks and more In today’s briefing: Infocom (4348 JP): Blackstone’s Rumoured JPY260bn Bid to Acquire Teijin’s StakeCaiNiao Q4FY…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Infocom Corp, SK Inc, Shift Up, Himax Technologies Inc Adr, Guangzhou Automobile Group , Legend Holdings Corp H, Crowdstrike Holdings , Arlo Technologies Inc, BILL Holdings , Soluna Holdings and more In today’s briefing: Infocom (4348 JP) - Reports of an Exclusive Negotiation May Give HintsDetailed…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Vanguard Intl Semiconductor, Tencent, Zhejiang Leapmotor Technologie, Quantgroup Technology, Chipmos Technologies, Zeta Markets, Waystar Holding and more In today’s briefing: TIP Customized Taiwan Select High Dividend Index Rebalance Preview: AUM Jump &…Smartkarma Daily BriefsMay 30, 2024
ChinaDaily Briefs Daily Brief China: Greatview Aseptic Packaging, Bloks Group, Xinyi Glass Holdings, Cainiao Smart Logistics Network, PDD Holdings, Alibaba Health Information Tec, China Vanke , Jiangxi Rimag Group and more In today’s briefing: GAPack (468 HK): Shandong Xinjufeng Offer ProgessesBloks Group Pre-IPO TearsheetXinyi Glass (868):…Smartkarma Daily BriefsJune 1, 2024
ChinaDaily Briefs Daily Brief China: Legend Holdings Corp H, China Medical System, Shui On Land, Rakuten and more In today’s briefing: How to Own Lenovo at a Discount: BUY Legend Holdings Corp (3396…Smartkarma Daily BriefsMay 31, 2024
ChinaDaily Briefs Daily Brief China: Asia Cement China, Tencent, Techtronic Industries, Trip.com, Quantgroup Technology, QuantumPharm, Mokingran Jewellery Group and more In today’s briefing: Asia Cement (743 HK): Parent's Ready-Mixed Offer?Asia Cement China (743 HK): Privatisation…Smartkarma Daily BriefsMay 30, 2024
ChinaDaily Briefs Daily Brief China: Akeso Biopharma Inc, Jiangxi Rimag Group, Sichuan Kelun-Biotech Biopharm, China Vanke and more In today’s briefing: Is Akeso's Sell-Off a Long Waited Opportunity or a Long Overdue Correction?Pre-IPO…Smartkarma Daily BriefsMay 29, 2024
ChinaDaily Briefs Daily Brief China: Alibaba Group Holding , Huafa Property Services Group, China Merchants China Direct Investments, Baidu, JD.com , iQIYI Inc, Lalatech Holdings Co Ltd, Akeso Biopharma Inc and more In today’s briefing: Alibaba/JD.com: Thoughts On The Recent Convertible Bond IssuanceHuafa Property Services (982 HK)'s…Smartkarma Daily BriefsMay 28, 2024
ChinaDaily Briefs Daily Brief China: Meituan, Great Wall Motor, L’Occitane, COSCO SHIPPING Holdings , China Molybdenum Co Ltd H, Shanghai Henlius Biotech , Contemporary Amperex Technology (CATL), China Resources Pharmaceutical, Baidu , XPeng and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 24 May 2024); Strong Bank Buying and…Smartkarma Daily BriefsMay 27, 2024
Daily BriefsJapan Daily Brief Japan: Mitsui Fudosan, Nagatanien Holdings, TSE Tokyo Price Index TOPIX, Golf Digest Online and more In today’s briefing: Updated Tool (31May24) & "Diff File Generator" For TSE "Mgmt Conscious of…Smartkarma Daily BriefsJune 4, 2024
Daily BriefsJapan Daily Brief Japan: Teijin Ltd, TSE Tokyo Price Index TOPIX, Aisin , Sompo Holdings and more In today’s briefing: Teijin (3401 JP): Alternative Play on the Potential Infocom TenderEngagement Keeps Widening…Smartkarma Daily BriefsJune 3, 2024
Daily BriefsJapan Daily Brief Japan: Infocom Corp, Mitsui Matsushima, Helios Techno Holding and more In today’s briefing: Weekly Deals Digest (02 Jun) - Infocom, CF Logistics, Asia Cement, GA…Smartkarma Daily BriefsJune 2, 2024
Daily BriefsJapan Daily Brief Japan: Chilled & Frozen Logistics Holdings, Infocom Corp, Mitsubishi Motors, Oki Electric Industry, Canon Inc and more In today’s briefing: SG Holdings to Launch TOB on C&F Logistics (9099) At A Whopping…Smartkarma Daily BriefsJune 1, 2024
Daily BriefsJapan Daily Brief Japan: Exedy Corp, Infocom Corp, Kansai Paint, TSE Tokyo Price Index TOPIX, Rakuten and more In today’s briefing: Exedy (7278) Huge Offering Resized - Watch the Dynamics HereInfocom (4348 JP)…Smartkarma Daily BriefsMay 31, 2024
Daily BriefsJapan Daily Brief Japan: Mitsui Matsushima, Chilled & Frozen Logistics Holdings and more In today’s briefing: JAPAN ACTIVISM: Murakami-Père Ran Up Mitsui Matsushima (1518 JP), Now Murakami-Fille Selling…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsMacro Daily Brief Macro: Litigation Funding as an Asset Class and more In today’s briefing: Litigation Funding as an Asset ClassUnpacking Crude Oil IV Behaviour During OPEC…Smartkarma Daily BriefsMay 30, 2024
Daily BriefsMacro Daily Brief Macro: Smartkarma Webinar | Significant Shift in Fed Policy Expectations: Implications for ASEAN Markets and more In today’s briefing: Smartkarma Webinar | Significant Shift in Fed Policy Expectations: Implications for ASEAN…Smartkarma Daily BriefsMay 29, 2024
Daily BriefsMacro Daily Brief Macro: Thailand: Ready (Re)SET Go! and more In today’s briefing: Thailand: Ready (Re)SET Go!FSC Head Remarks Short Selling Could Resume in 1Q…Smartkarma Daily BriefsMay 28, 2024
Daily BriefsMacro Daily Brief Macro: Korea Exchange Launches the Disclosure of Corporate Value Up Program on KIND System and more In today’s briefing: Korea Exchange Launches the Disclosure of Corporate Value Up Program on KIND…Smartkarma Daily BriefsMay 27, 2024
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Daily BriefsMacro Daily Brief Macro: EM Watch: Have Copper markets been hit by a bus full of tourists or by the Chinese economy? and more In today’s briefing: EM Watch: Have Copper markets been hit by a bus full of…Smartkarma Daily BriefsMay 24, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #17 – Is Michael Saylor and more In today’s briefing: Crypto Moves #17 – Is Michael Saylor, in fact, Satoshi Nakamoto? Crypto…Smartkarma Daily BriefsMarch 1, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Finally and more In today’s briefing: Crypto Crisp: Finally, Uniswap Crypto Crisp: Finally, UniswapBy Mads EberhardtEthereum has surged…Smartkarma Daily BriefsFebruary 27, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #16 – Why We Are Long Ethereum Layer 2s and more In today’s briefing: Crypto Moves #16 – Why We Are Long Ethereum Layer 2s Crypto…Smartkarma Daily BriefsFebruary 23, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp – Signs of Euphoria and more In today’s briefing: Crypto Crisp – Signs of Euphoria Crypto Crisp – Signs of EuphoriaBy…Smartkarma Daily BriefsFebruary 20, 2024
CryptoDaily Briefs Daily Brief Crypto: Edward Woodford: Driving Crypto Adoption – [Making Markets and more In today’s briefing: Edward Woodford: Driving Crypto Adoption - Edward Woodford: Driving Crypto Adoption -…Smartkarma Daily BriefsFebruary 18, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #15 – 90% Likelihood of an Ethereum Spot ETF Approval This Year and more In today’s briefing: Crypto Moves #15 – 90% Likelihood of an Ethereum Spot ETF Approval…Smartkarma Daily BriefsFebruary 16, 2024