In today’s briefing: Sun Corp (6736) - The Future Is BrightHSCEI Index Rebalance: Three In-Line…
Smartkarma Daily BriefsAugust 19, 2024
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Smartkarma Daily Briefs
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In today’s briefing: Alibaba (9988 HK/BABA) Dual Primary Listing: Are We There Yet?HSCEI/HSTECH/HSIII Index Rebalance…
Smartkarma Daily BriefsAugust 17, 2024
In today’s briefing: TCM (570 HK): Where's The Floor?Alibaba (9988 HK/BABA) Dual Primary Listing: Are…
Smartkarma Daily BriefsAugust 16, 2024
In today’s briefing: HSCEI/HSTECH/HSIII Index Rebalance Preview: Potential Changes, Flow & PositioningTo Tender Or Not…
Smartkarma Daily BriefsAugust 15, 2024
In today’s briefing: CPMC (906 HK) Responds To Champion's OfferTo Tender Or Not - Gauging…
Smartkarma Daily BriefsAugust 14, 2024
In today’s briefing: Hang Seng Internet & IT Index Rebalance: Three Changes & A Few…
Smartkarma Daily BriefsAugust 19, 2024
In today’s briefing: (Mostly) Asia-Pac M&A: TCM, BusinessOn Comm, Orora, Ramsay Health Care, Namoi Cotton,…
Smartkarma Daily BriefsAugust 18, 2024
In today’s briefing: Sun Corp (6736) - The Future Is BrightValue-Up Flow Trading Opportunities Arising…
Smartkarma Daily BriefsAugust 17, 2024
In today’s briefing: China Traditional Chinese Medicine (570 HK): Relief as Update Favours the BullsExamining…
Smartkarma Daily BriefsAugust 16, 2024
In today’s briefing: Tax-Loss Selling In Australia 2024: Trade Reversed Is Tale of Two Hedges,…
Smartkarma Daily BriefsAugust 15, 2024
In today’s briefing: To Tender Or Not - Gauging The Future of Sun Corp (6736)HSCEI/HSTECH/HSIII…
Smartkarma Daily BriefsAugust 14, 2024
In today’s briefing: Hindustan Zinc OFS Early Look - Due for a Correction, Large Selling…
Smartkarma Daily BriefsAugust 15, 2024
In today’s briefing: WeRide IPO - Stiff Competition and Bleak Sentiment. Premium Valuation Doesn’t HelpWeRide…
Smartkarma Daily BriefsAugust 14, 2024
In today’s briefing: Brainbees (FirstCry) IPO Trading - Decent Subscription and ValuationWeRide (WRD US) IPO:…
Smartkarma Daily BriefsAugust 13, 2024
In today’s briefing: ECM Weekly (12th Aug 2024) - Ola Electric, Brainbees, WeRide, Akum, CR…
Smartkarma Daily BriefsAugust 12, 2024
In today’s briefing: Rubicon Research Pre-IPO Tearsheet Rubicon Research Pre-IPO TearsheetBy Akshat Shah Rubicon Research…
Smartkarma Daily BriefsAugust 10, 2024
In today’s briefing: Ola Electric IPO Trading - Decent Anchor, Tepid Overall DemandParas Healthcare Pre-IPO…
Smartkarma Daily BriefsAugust 9, 2024
In today’s briefing: : On Track for the Great Turnaround…Reiterate BUYWasion (3393): Profit Alert and…
Smartkarma Daily BriefsAugust 19, 2024
In today’s briefing: ASPEED's 159% July Revenue YoY Growth Bodes Well For H224 AI Server…
Smartkarma Daily BriefsAugust 18, 2024
In today’s briefing: Alibaba (BABA US): Strategy at WorkJD.com (JD US): Strong Profitability And Upsized…
Smartkarma Daily BriefsAugust 17, 2024
In today’s briefing: Long 7747 Asahi Intec | Short 7733 OlympusAlibaba (9988 HK/BABA): 1Q25, Growth…
Smartkarma Daily BriefsAugust 16, 2024
In today’s briefing: The Beat Ideas- Authum 2.0: A New Era in Financial Services!Tencent (700…
Smartkarma Daily BriefsAugust 15, 2024
In today’s briefing: Softbank (9984 JP): The NAV Discount High Offers an Investment OpportunitySK Square:…
Smartkarma Daily BriefsAugust 14, 2024
In today’s briefing: Hang Seng Internet & IT Index Rebalance: Three Changes & A Few…
Smartkarma Daily BriefsAugust 19, 2024
In today’s briefing: HK Connect SOUTHBOUND Flows (To 16 Aug 2024); Big Net Buying On…
Smartkarma Daily BriefsAugust 18, 2024
In today’s briefing: Fortinet Inc.: Will Their Revitalized Focus On Next-Generation Firewalls & New Technologies…
Smartkarma Daily BriefsAugust 17, 2024
In today’s briefing: Sea Ltd (SE US) - Take Rate TigerFreee 4Q: Significant Decline in…
Smartkarma Daily BriefsAugust 16, 2024
In today’s briefing: J Tower (4485) - Once Ambitious, Still High Growth, Sells Itself Low/Cheapish.JTOWER…
Smartkarma Daily BriefsAugust 15, 2024
In today’s briefing: HSCEI/HSTECH/HSIII Index Rebalance Preview: Potential Changes, Flow & PositioningSoftbank (9984 JP): The…
Smartkarma Daily BriefsAugust 14, 2024
In today’s briefing: Hang Seng Internet & IT Index Rebalance: Three Changes & A Few…
Smartkarma Daily BriefsAugust 19, 2024
In today’s briefing: (Mostly) Asia-Pac M&A: TCM, BusinessOn Comm, Orora, Ramsay Health Care, Namoi Cotton,…
Smartkarma Daily BriefsAugust 18, 2024
In today’s briefing: Alibaba (BABA US): Strategy at WorkJD.com (JD US): Strong Profitability And Upsized…
Smartkarma Daily BriefsAugust 17, 2024
In today’s briefing: China Traditional Chinese Medicine (570 HK): Relief as Update Favours the BullsTCM…
Smartkarma Daily BriefsAugust 16, 2024
In today’s briefing: Tencent (700 HK): 2Q24, Gross Margins of All Business Lines Improved SignificantlyTencent…
Smartkarma Daily BriefsAugust 15, 2024
In today’s briefing: HSCEI/HSTECH/HSIII Index Rebalance Preview: Potential Changes, Flow & PositioningCPMC Holdings (906 HK):…
Smartkarma Daily BriefsAugust 14, 2024
In today’s briefing: Long 6920 Lasertec Corp | Short 6525 Kokusai Electric Long 6920 Lasertec…
Smartkarma Daily BriefsAugust 19, 2024
In today’s briefing: Weekly Deals Digest (18 Aug) - JTower, Piolax, Fancl, China TCM, CPMC,…
Smartkarma Daily BriefsAugust 18, 2024
In today’s briefing: Sun Corp (6736) - The Future Is BrightScreen Holdings (7735 JP): Still…
Smartkarma Daily BriefsAugust 17, 2024
In today’s briefing: Long 7747 Asahi Intec | Short 7733 OlympusFreee 4Q: Significant Decline in…
Smartkarma Daily BriefsAugust 16, 2024
In today’s briefing: J Tower (4485) - Once Ambitious, Still High Growth, Sells Itself Low/Cheapish.JTOWER…
Smartkarma Daily BriefsAugust 15, 2024
In today’s briefing: To Tender Or Not - Gauging The Future of Sun Corp (6736)Softbank…
Smartkarma Daily BriefsAugust 14, 2024
In today’s briefing: Oil Lost Gains to Demand Concerns and Unexpected Build in US InventoriesSteven…
Smartkarma Daily BriefsAugust 18, 2024
In today’s briefing: Mint Macro Roundup: U.S. Inflation Dips Below 3% Amid Stronger Retail SalesHeard…
Smartkarma Daily BriefsAugust 17, 2024
In today’s briefing: EM Watch: The Chinese race towards 0% interest ratesTechnically Speaking, Breakouts and…
Smartkarma Daily BriefsAugust 16, 2024
In today’s briefing: Modern Monetary Theory (MMT) RevisitedCX Daily: Chinese Shippers’ Diverging Fortunes Indonesia Economics:…
Smartkarma Daily BriefsAugust 15, 2024
In today’s briefing: Can Ukraine drive to Moscow?The Week At A Glance: Soft Inflation, accelerating…
Smartkarma Daily BriefsAugust 14, 2024
In today’s briefing: Portfolio Watch: We Dare to Say the Bottom Is In for Risk…
Smartkarma Daily BriefsAugust 13, 2024
In today’s briefing: Crypto Crisp: Where’s the Volatility? Crypto Crisp: Where’s the Volatility?By Mads EberhardtAs…
Smartkarma Daily BriefsApril 3, 2024
In today’s briefing: Crypto Crisp: Larry Fink vs. Gary Gensler Crypto Crisp: Larry Fink vs.…
Smartkarma Daily BriefsMarch 27, 2024
In today’s briefing: Crypto Moves #20 – Ethereum Will Never Be the Same Crypto Moves…
Smartkarma Daily BriefsMarch 23, 2024
In today’s briefing: Crypto Crisp: Profit-Taking Crypto Crisp: Profit-TakingBy Mads EberhardtRecently, we have voiced our…
Smartkarma Daily BriefsMarch 19, 2024
In today’s briefing: Crypto Moves #19 – Liquid Staking Protocols Are Ethereum’s Saver Crypto Moves…
Smartkarma Daily BriefsMarch 16, 2024
In today’s briefing: Charting the Web3 Horizon in 2024 Charting the Web3 Horizon in 2024By…
Smartkarma Daily BriefsMarch 14, 2024
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