In today’s briefing: Artisan Partners Writes a Letter To the 7&I Board (3382) - Meh...Fuji…
Smartkarma Daily BriefsSeptember 6, 2024
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Smartkarma Daily Briefs
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In today’s briefing: Sep24 Nikkei 225 Rebal - Last Minute Thoughts and Change in PredictionsArtisan…
Smartkarma Daily BriefsSeptember 4, 2024
In today’s briefing: Sep24 Nikkei 225 Rebal - Last Minute Thoughts and Change in PredictionsArtisan…
Smartkarma Daily BriefsSeptember 3, 2024
In today’s briefing: TCM (570 HK): Profit Warning Is No BiggieZomato: Index Inclusions & Passive…
Smartkarma Daily BriefsSeptember 2, 2024
In today’s briefing: Jardine Matheson (JM SP): Trading "Cheap"NIFTY MIDCAP150 Index Rebalance: 19 Changes a…
Smartkarma Daily BriefsSeptember 1, 2024
In today’s briefing: Fuji Soft (9749) - KKR Launches Early to Stymy Bain Who Has…
Smartkarma Daily BriefsSeptember 6, 2024
In today’s briefing: Sep24 Nikkei 225 Review Results: A Slightly Baffling 2 IN, 2 OUTNikkei…
Smartkarma Daily BriefsSeptember 5, 2024
In today’s briefing: Murakami Group Now 19+% on Exedy (7278) - LOTS of Room Left…
Smartkarma Daily BriefsSeptember 4, 2024
In today’s briefing: Sep24 Nikkei 225 Rebal - Last Minute Thoughts and Change in PredictionsMidea…
Smartkarma Daily BriefsSeptember 3, 2024
In today’s briefing: Artisan Partners Writes a Letter To the 7&I Board (3382) - Meh...Quiddity…
Smartkarma Daily BriefsSeptember 2, 2024
In today’s briefing: (Mostly) Asia-Pac M&A: Seven & I, Silverlake Axis, Shanghai Henlius, CPMC, Shinko…
Smartkarma Daily BriefsSeptember 1, 2024
In today’s briefing: CICT Placement - Accretive Acquisition, Should Be Favored by Existing UnitholdersAuckland Airport…
Smartkarma Daily BriefsSeptember 4, 2024
In today’s briefing: Midea Group H Share Listing: Latest Updates Points to a Business in…
Smartkarma Daily BriefsSeptember 3, 2024
In today’s briefing: Hamamatsu Photonics Placement - Peculiar TimingECM Weekly (2nd Sep 2024) - Midea,…
Smartkarma Daily BriefsSeptember 2, 2024
In today’s briefing: SHEIN & Temu Updates: 'De Minimis' Threat | Chinese X-Border Slowdown |…
Smartkarma Daily BriefsSeptember 1, 2024
In today’s briefing: Finding Unusual Arbitrage Angles in Kumyang's Effectively Pre-Announced Capital IncreaseHamamatsu Photonics (6965)…
Smartkarma Daily BriefsAugust 31, 2024
In today’s briefing: Terumo (4543 JP) Secondary Offering - Smaller Than It LooksTerumo Placement -…
Smartkarma Daily BriefsAugust 30, 2024
In today’s briefing: We Need To Talk About New World (17 HK)TSMC (2330.TT; TSM.US): Benefiting…
Smartkarma Daily BriefsSeptember 6, 2024
In today’s briefing: Sony's (6758) Bold Move into Web3: What Is Soneium?PC Partner: Relocating HQ…
Smartkarma Daily BriefsSeptember 5, 2024
In today’s briefing: Nextage (3186): One Analyst, Two Valuations, Both WrongZhongsheng Group Holdings (881 HK,…
Smartkarma Daily BriefsSeptember 4, 2024
In today’s briefing: The Beat Ideas: EID Parry's Strategic Transformation- Cane to ConsumerPinduoduo (PDD US):…
Smartkarma Daily BriefsSeptember 3, 2024
In today’s briefing: BYD Vs Tesla: 1H 2024 UpdatesSinotrans (598 HK): Attracted by the YieldWeekly…
Smartkarma Daily BriefsSeptember 2, 2024
In today’s briefing: Edelweiss: Scaling Up Well | Value Unlocking Is Catalyzing Re-RatingAspirasi Hidup Indonesia…
Smartkarma Daily BriefsSeptember 1, 2024
In today’s briefing: Fuji Soft (9749) - KKR Launches Early to Stymy Bain Who Has…
Smartkarma Daily BriefsSeptember 6, 2024
In today’s briefing: Nikkei 225 Index Rebalance: NRI, Ryohin Keikaku IN; Nippon Paper, DIC OUT;…
Smartkarma Daily BriefsSeptember 5, 2024
In today’s briefing: Select Sector Indices - Updated Flows as Round-Trip Trade Hits US$35bnFuji Soft…
Smartkarma Daily BriefsSeptember 4, 2024
In today’s briefing: Hindenburg Strikes Again: SMCI's 10K Delay Raises Red FlagsTaiwan Tech Weekly: Nvidia's…
Smartkarma Daily BriefsSeptember 3, 2024
In today’s briefing: Hamamatsu Photonics Placement - Peculiar TimingMorning Views Asia: China Vanke , Shui…
Smartkarma Daily BriefsSeptember 2, 2024
In today’s briefing: IBM Pulls R&D Units Out of China in Latest Withdrawal by U.S.…
Smartkarma Daily BriefsSeptember 1, 2024
In today’s briefing: We Need To Talk About New World (17 HK)Xingda Int'l (1899 HK):…
Smartkarma Daily BriefsSeptember 6, 2024
In today’s briefing: Midea Group H Share Listing: AH Discount ViewsPC Partner: Relocating HQ and…
Smartkarma Daily BriefsSeptember 5, 2024
In today’s briefing: HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (Sep 2024)Hang Seng, HSCEI,…
Smartkarma Daily BriefsSeptember 4, 2024
In today’s briefing: Midea A/H Listing - 1H24 Updates - Strong Growth, Margins Uptick ContinuesMidea…
Smartkarma Daily BriefsSeptember 3, 2024
In today’s briefing: Quiddity STAR 50/100 Sep 24 Rebalance: 100% Hit Rate; US$1bn+ One-Way FlowsSTAR50/STAR100…
Smartkarma Daily BriefsSeptember 2, 2024
In today’s briefing: SHEIN & Temu Updates: 'De Minimis' Threat | Chinese X-Border Slowdown |…
Smartkarma Daily BriefsSeptember 1, 2024
In today’s briefing: Fuji Soft (9749) - KKR Launches Early to Stymy Bain Who Has…
Smartkarma Daily BriefsSeptember 6, 2024
In today’s briefing: Sep24 Nikkei 225 Review Results: A Slightly Baffling 2 IN, 2 OUTNikkei…
Smartkarma Daily BriefsSeptember 5, 2024
In today’s briefing: Murakami Group Now 19+% on Exedy (7278) - LOTS of Room Left…
Smartkarma Daily BriefsSeptember 4, 2024
In today’s briefing: Sep24 Nikkei 225 Rebal - Last Minute Thoughts and Change in PredictionsJapan…
Smartkarma Daily BriefsSeptember 3, 2024
In today’s briefing: Artisan Partners Writes a Letter To the 7&I Board (3382) - Meh...Hamamatsu…
Smartkarma Daily BriefsSeptember 2, 2024
In today’s briefing: (Mostly) Asia-Pac M&A: Seven & I, Silverlake Axis, Shanghai Henlius, CPMC, Shinko…
Smartkarma Daily BriefsSeptember 1, 2024
In today’s briefing: China Hard Landing ScenarioEnergy Cable/Great Game: OPEC, things could get ugly! WTI…
Smartkarma Daily BriefsSeptember 5, 2024
In today’s briefing: The Week At A Glance: No one trusts the July job report,…
Smartkarma Daily BriefsSeptember 4, 2024
In today’s briefing: August Themes and Thematic Portfolio Review Price Recovery Stalls Amid Elevated Volatility…
Smartkarma Daily BriefsSeptember 3, 2024
In today’s briefing: Prelude to a CorrectionHigh Foreign Participation Presents Challenges for US Financial Markets…
Smartkarma Daily BriefsSeptember 2, 2024
In today’s briefing: Asia Country Risk Ratings Asia Country Risk RatingsBy Alex Ng We provide…
Smartkarma Daily BriefsSeptember 1, 2024
In today’s briefing: Hyun Song Shin on How Big the Yen Carry Trade Really IsBoJ…
Smartkarma Daily BriefsAugust 31, 2024
In today’s briefing: Attention Is All You NeedA Bullish Beat Down For BTC Bears Attention…
Smartkarma Daily BriefsMay 22, 2024
In today’s briefing: Crypto Crisp: Crypto vs. Macro Crypto Crisp: Crypto vs. MacroBy Mads EberhardtIt…
Smartkarma Daily BriefsMay 21, 2024
In today’s briefing: Crypto Moves #28 – U.S. Election Puts Crypto on the Map Crypto…
Smartkarma Daily BriefsMay 17, 2024
In today’s briefing: Crypto Crisp: Your Move, Gary Gensler Crypto Crisp: Your Move, Gary GenslerBy…
Smartkarma Daily BriefsMay 14, 2024
In today’s briefing: Crypto Moves #27 – Rollups Leave Ethereum in the Dust Crypto Moves…
Smartkarma Daily BriefsMay 10, 2024
In today’s briefing: Bitcoin Battles ETF Outflows Bitcoin Battles ETF OutflowsBy Delphi Digital BTC Spot…
Smartkarma Daily BriefsMay 8, 2024
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