In today’s briefing: Shinko Electric (6967 JP) Takeover - THIS Is a Dip to Buy7&I…
Smartkarma Daily BriefsNovember 21, 2024
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Smartkarma Daily Briefs
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In today’s briefing: 7&I (3382) - What If... A Modest ProposalQuiddity Leaderboard TDIV Dec 24:…
Smartkarma Daily BriefsNovember 19, 2024
In today’s briefing: 2025 High Conviction: PA Gooddoctor (1833 HK) - The Arb Is To…
Smartkarma Daily BriefsNovember 18, 2024
In today’s briefing: KEPCO (9503 JP): Index Implications of US$3.5bn Primary + Secondary OfferingINDIA: Index…
Smartkarma Daily BriefsNovember 17, 2024
In today’s briefing: 7&I (3382 JP) - An ITO Family MBO? With Itochu? At ¥9trln?…
Smartkarma Daily BriefsNovember 16, 2024
In today’s briefing: Seven & I Holdings (3382 JP): Evaluating the Potential MBOAmcor Ltd/Berry Global:…
Smartkarma Daily BriefsNovember 21, 2024
In today’s briefing: 7&I (3382) Ito Family MBO - New Urgency for ACTHKBN (1310 HK):…
Smartkarma Daily BriefsNovember 20, 2024
In today’s briefing: My Take on the Three Scenarios that Sammy Buyback Stirred up in…
Smartkarma Daily BriefsNovember 19, 2024
In today’s briefing: Fuji Soft (9749): KKR To Launch at ¥9,451, Fuji Soft REJECTS Bain's…
Smartkarma Daily BriefsNovember 18, 2024
In today’s briefing: HK Connect SOUTHBOUND Flows (To 15 Nov 2024); Tech Bought, High-Div SOEs…
Smartkarma Daily BriefsNovember 17, 2024
In today’s briefing: 2025 High Conviction: PA Gooddoctor (1833 HK) - The Arb Is To…
Smartkarma Daily BriefsNovember 16, 2024
In today’s briefing: FineToday Pre-IPO - The Positives - Established Brands Across Multiple RegionsZinka Logistics…
Smartkarma Daily BriefsNovember 21, 2024
In today’s briefing: SF Holdings A/H Listing - Lower End Looks DigestableKDC REIT Placement -…
Smartkarma Daily BriefsNovember 20, 2024
In today’s briefing: SF Holding Pre-IPO: Deal Goes Live in HK, Company Hopes to Raise…
Smartkarma Daily BriefsNovember 19, 2024
In today’s briefing: SF Holding H Share Listing: AH Discount ViewsCuscal IPO - Peers Have…
Smartkarma Daily BriefsNovember 18, 2024
In today’s briefing: SF Holding Pre-IPO: Three Important Issues for Long-Term Investors to ConsiderPony AI…
Smartkarma Daily BriefsNovember 17, 2024
In today’s briefing: SF Holding H Share Listing: Updates Point to Improving FundamentalsZinka Logistics IPO…
Smartkarma Daily BriefsNovember 15, 2024
In today’s briefing: : Progress Made, Better Times AheadTesla’s Big Bet: Why Trump’s Autonomous Push…
Smartkarma Daily BriefsNovember 21, 2024
In today’s briefing: Asics (7936) | Upgraded Targets on Fashion PivotTrip.com (9961.HK, TCOM): 3Q24, Still…
Smartkarma Daily BriefsNovember 20, 2024
In today’s briefing: A Deeper Look into Mamaearth's Inventory Saga: Unpacking the Red Flags and…
Smartkarma Daily BriefsNovember 19, 2024
In today’s briefing: TSMC Has Increased Its Dividend. Again. It Will Keep Increasing.Taiwan Dual-Listings Monitor:…
Smartkarma Daily BriefsNovember 18, 2024
In today’s briefing: Sea Ltd (SE US) - Firing Profitability On All Segments: C3Q24 Review:…
Smartkarma Daily BriefsNovember 17, 2024
In today’s briefing: Alibaba (BABA US): 2Q25, Weak Quarter, But Waiting for Two Events to…
Smartkarma Daily BriefsNovember 16, 2024
In today’s briefing: Quiddity Leaderboard HSIII: ~US$160mn One-Way Flows in Dec 24; 3 ADDs/DELs in…
Smartkarma Daily BriefsNovember 21, 2024
In today’s briefing: HKBN (1310 HK): China Mobile Comes Knocking. Again.S&P/ASX Index Rebalance Preview (Dec…
Smartkarma Daily BriefsNovember 20, 2024
In today’s briefing: My Take on the Three Scenarios that Sammy Buyback Stirred up in…
Smartkarma Daily BriefsNovember 19, 2024
In today’s briefing: Fuji Soft (9749): KKR To Launch at ¥9,451, Fuji Soft REJECTS Bain's…
Smartkarma Daily BriefsNovember 18, 2024
In today’s briefing: Sea Ltd (SE US) - Firing Profitability On All SegmentsFuji Soft (9749…
Smartkarma Daily BriefsNovember 17, 2024
In today’s briefing: Samsung Electronics: A Massive 10 Trillion Won Share Buyback ProgramSammy's Massive Buyback:…
Smartkarma Daily BriefsNovember 16, 2024
In today’s briefing: : Progress Made, Better Times AheadQuiddity Leaderboard HSIII: ~US$160mn One-Way Flows in…
Smartkarma Daily BriefsNovember 21, 2024
In today’s briefing: HKBN (1310 HK): China Mobile Comes Knocking. Again.SF Holdings A/H Listing -…
Smartkarma Daily BriefsNovember 20, 2024
In today’s briefing: WH Group (288 HK)'s US/Mexican Spin-OffSF Holding (6936 HK): No Index Inclusion…
Smartkarma Daily BriefsNovember 19, 2024
In today’s briefing: SF Holding H Share Listing: AH Discount ViewsXingda (1899 HK): A Surprising…
Smartkarma Daily BriefsNovember 18, 2024
In today’s briefing: China Healthcare Weekly (Nov.17) - TCM VBP New Updates, CR Boya Completes…
Smartkarma Daily BriefsNovember 17, 2024
In today’s briefing: 2025 High Conviction: PA Gooddoctor (1833 HK) - The Arb Is To…
Smartkarma Daily BriefsNovember 16, 2024
In today’s briefing: Seven & I Holdings (3382 JP): Evaluating the Potential MBO Exedy (7278)…
Smartkarma Daily BriefsNovember 21, 2024
In today’s briefing: 7&I (3382) Ito Family MBO - New Urgency for ACTIntegrated Design &…
Smartkarma Daily BriefsNovember 20, 2024
In today’s briefing: IBJ (6071 JP) - Raising the Quality of EarningsTerumo Corp (4543 JP):…
Smartkarma Daily BriefsNovember 19, 2024
In today’s briefing: Fuji Soft (9749): KKR To Launch at ¥9,451, Fuji Soft REJECTS Bain's…
Smartkarma Daily BriefsNovember 18, 2024
In today’s briefing: Weekly Deals Digest (17 Nov) - Seven & I, Fuji Soft, Nishimoto,…
Smartkarma Daily BriefsNovember 17, 2024
In today’s briefing: Side Effects of Matching Numbers to Raise the Percentage of Female Board…
Smartkarma Daily BriefsNovember 16, 2024
In today’s briefing: Trump Watch: Possible U-Turn on Tariffs?Overseas Equity ETFs Surpass Domestic Equity ETFs…
Smartkarma Daily BriefsNovember 21, 2024
In today’s briefing: Major M&A Rule Changes Approved by the Korean GovernmentThe Taiwan QuestionIO Weekly…
Smartkarma Daily BriefsNovember 20, 2024
In today’s briefing: Global Commodities: European Natural Gas: Weather and supply-side risks tighten their grip…
Smartkarma Daily BriefsNovember 19, 2024
In today’s briefing: 2025 High Conviction Idea: GoldFed to Face Accusations of Political Bias as…
Smartkarma Daily BriefsNovember 18, 2024
In today’s briefing: Trump Vs. Powell: LET THE GAMES BEGIN Trump Vs. Powell: LET THE…
Smartkarma Daily BriefsNovember 17, 2024
In today’s briefing: Asian Equities: The Path to OutperformanceHEW: Trump Trade Trends Trump ValueOverview #12…
Smartkarma Daily BriefsNovember 16, 2024
In today’s briefing: Crypto Moves #52 – Are You Ready for Altcoin Season? Crypto Moves…
Smartkarma Daily BriefsNovember 15, 2024
In today’s briefing: Digital Asset Primer: Part 2 - Foundations, Companies, and Tokens: Strategic Insights…
Smartkarma Daily BriefsOctober 24, 2024
In today’s briefing: Crypto Crisp: Excessive Futures Open Interest Crypto Crisp: Excessive Futures Open InterestBy…
Smartkarma Daily BriefsOctober 23, 2024
In today’s briefing: A Debate on Bittensor | Crypto x AI EventCrypto Moves #48 –…
Smartkarma Daily BriefsOctober 22, 2024
In today’s briefing: Digital Asset Landscape Primer: Part 1 Digital Asset Landscape Primer: Part 1By…
Smartkarma Daily BriefsOctober 17, 2024
In today’s briefing: Crypto Crisp: Seller. Coinbase SellerSweet Sweet Liquidity Crypto Crisp: Seller. Coinbase SellerBy…
Smartkarma Daily BriefsOctober 16, 2024
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