In today’s briefing: Fancl (4921) - Extendy-Extendy-Bumpity-BumpityThinking About The Toyota Tender Offer BuybackGo-To Arbs Amid…
Smartkarma Daily BriefsAugust 7, 2024
Resources
Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: Japan - Passive Selling in a Few Weeks & Shorts Build UpFast…
Smartkarma Daily BriefsAugust 5, 2024
In today’s briefing: - Murakami Group Bigger and Bolder on Exedy - STILL Room to…
Smartkarma Daily BriefsAugust 4, 2024
In today’s briefing: Sep24 Nikkei 225 Rebal Final Predictions - Fastie Capped, Still 1 ADD,…
Smartkarma Daily BriefsAugust 3, 2024
In today’s briefing: Rio Tinto (RIO AU/LN): Thinking About The "Unification"Sep24 Nikkei 225 Rebal Final…
Smartkarma Daily BriefsAugust 2, 2024
In today’s briefing: Thinking About The Toyota Tender Offer BuybackGo-To Arbs Amid Market CarnageTechnology Select…
Smartkarma Daily BriefsAugust 7, 2024
In today’s briefing: Itochu (8001 JP) Launches Lowball TOB for Descente (8114) - Buying China…
Smartkarma Daily BriefsAugust 6, 2024
In today’s briefing: Update: Shinko Electric (6967) Shorter-Dated and Break Risk Small but GAP RISK…
Smartkarma Daily BriefsAugust 5, 2024
In today’s briefing: (Mostly) Asia-Pac M&A:Ansarada, Southern Cross Gold, A8 New Media, CPMC, Mandala Multifinance,…
Smartkarma Daily BriefsAugust 4, 2024
In today’s briefing: StubWorld: PCCW's Premium To NAV Is UnsustainableAlpha Generating Opportunities from the Corporate…
Smartkarma Daily BriefsAugust 3, 2024
In today’s briefing: - Murakami Group Bigger and Bolder on Exedy - STILL Room to…
Smartkarma Daily BriefsAugust 2, 2024
In today’s briefing: WeRide Pre-IPO - The Positives - Large Monetisation Opportunity on the HorizonBrainbees…
Smartkarma Daily BriefsAugust 2, 2024
In today’s briefing: Ola Electric IPO – RHD Updates: Strong Improvement in FinancialsSlower E2Wheeler Sales…
Smartkarma Daily BriefsAugust 1, 2024
In today’s briefing: Ola Electric IPO - RHP Updates - Growing Faster than Expected, Driven…
Smartkarma Daily BriefsJuly 31, 2024
In today’s briefing: Fortescue Placement - Discount Appears Attractive, but Momentum Has Been Very WeakOla…
Smartkarma Daily BriefsJuly 30, 2024
In today’s briefing: Ola Electric IPO: The Investment CaseGRAIL: Detecting Early-Stage Cancers With Galleri Test,…
Smartkarma Daily BriefsJuly 29, 2024
In today’s briefing: Akums Drugs and Pharmaceuticals IPO - RHP Updates & Quick Thoughts on…
Smartkarma Daily BriefsJuly 27, 2024
In today’s briefing: Global Markets Plummet as Recession Fears, Weak Jobs Report, and Israel-Iran Conflicts…
Smartkarma Daily BriefsAugust 7, 2024
In today’s briefing: Smartkarma Corporate Webinar | MoneyHero Group: Driving Expansion and Innovation in Southeast…
Smartkarma Daily BriefsAugust 6, 2024
In today’s briefing: Taiwan Dual-Listings Monitor: TSMC and ASE Premiums Break Down Again; ASE Spread…
Smartkarma Daily BriefsAugust 5, 2024
In today’s briefing: Otsuka Holdings (4578 JP): H1 Revenue Rises 17% on Rexulti; Picks Up…
Smartkarma Daily BriefsAugust 4, 2024
In today’s briefing: Nintendo (7974) | Game Over for SwitchIntel Q224 Meltdown. Don't Say We…
Smartkarma Daily BriefsAugust 3, 2024
In today’s briefing: High Conviction 2024 – CyberAgent: Strong Recovery Across All Three Business SegmentsBudweiser…
Smartkarma Daily BriefsAugust 2, 2024
In today’s briefing: Technology Select Sector Index (XLK US): Market Consultation to Avoid Reverse Turnover…
Smartkarma Daily BriefsAugust 7, 2024
In today’s briefing: Kokusai Electric (6525): Global Index Inclusion Highly Dependent on Free FloatTechnology Select…
Smartkarma Daily BriefsAugust 6, 2024
In today’s briefing: Update: Shinko Electric (6967) Shorter-Dated and Break Risk Small but GAP RISK…
Smartkarma Daily BriefsAugust 5, 2024
In today’s briefing: HK Connect SOUTHBOUND Flows (To 2 Aug 2024); ETFs Get Sold; Tencent,…
Smartkarma Daily BriefsAugust 4, 2024
In today’s briefing: StubWorld: PCCW's Premium To NAV Is UnsustainableNintendo (7974) | Game Over for…
Smartkarma Daily BriefsAugust 3, 2024
In today’s briefing: WeRide Pre-IPO - The Positives - Large Monetisation Opportunity on the HorizonAmazon…
Smartkarma Daily BriefsAugust 2, 2024
In today’s briefing: GA Pack (468 HK): Stalemate Broken as Management Considers a Possible CounterofferGAPack…
Smartkarma Daily BriefsAugust 7, 2024
In today’s briefing: China TCM (570.HK) Privatization Update - Things Are Still ManageableChina Consumption Weekly…
Smartkarma Daily BriefsAugust 6, 2024
In today’s briefing: China Healthcare Weekly (Aug.4)- Taiji Group & China TCM, TCM Formula Granules…
Smartkarma Daily BriefsAugust 5, 2024
In today’s briefing: HK Connect SOUTHBOUND Flows (To 2 Aug 2024); ETFs Get Sold; Tencent,…
Smartkarma Daily BriefsAugust 4, 2024
In today’s briefing: StubWorld: PCCW's Premium To NAV Is UnsustainableAGBA - Termination of coverageAgile Group…
Smartkarma Daily BriefsAugust 3, 2024
In today’s briefing: WeRide Pre-IPO - The Positives - Large Monetisation Opportunity on the HorizonBudweiser…
Smartkarma Daily BriefsAugust 2, 2024
In today’s briefing: Thinking About The Toyota Tender Offer BuybackGo-To Arbs Amid Market CarnageFancl (4921…
Smartkarma Daily BriefsAugust 7, 2024
In today’s briefing: Itochu (8001 JP) Launches Lowball TOB for Descente (8114) - Buying China…
Smartkarma Daily BriefsAugust 6, 2024
In today’s briefing: Update: Shinko Electric (6967) Shorter-Dated and Break Risk Small but GAP RISK…
Smartkarma Daily BriefsAugust 5, 2024
In today’s briefing: (Mostly) Asia-Pac M&A:Ansarada, Southern Cross Gold, A8 New Media, CPMC, Mandala Multifinance,…
Smartkarma Daily BriefsAugust 4, 2024
In today’s briefing: Nintendo (7974) | Game Over for SwitchReducing Cross Shareholdings Is Necessary to…
Smartkarma Daily BriefsAugust 3, 2024
In today’s briefing: - Murakami Group Bigger and Bolder on Exedy - STILL Room to…
Smartkarma Daily BriefsAugust 2, 2024
In today’s briefing: Portfolio Watch – What can we trade in this weak labor environment?The…
Smartkarma Daily BriefsAugust 6, 2024
In today’s briefing: The Carry Trade as Risk DriverThe Fed: A Political Institution Prepares Financial…
Smartkarma Daily BriefsAugust 5, 2024
In today’s briefing: Heard From Fortress Hill: Weekly Market Observations (2 Aug 2024)US July Job…
Smartkarma Daily BriefsAugust 4, 2024
In today’s briefing: EM Watch: Why China is trying to wreak havoc on your Gold…
Smartkarma Daily BriefsAugust 3, 2024
In today’s briefing: Absolute Principles of Stock Investment (주식투자절대원칙) - A Book Review Oil Prices…
Smartkarma Daily BriefsAugust 2, 2024
In today’s briefing: The Tipping Point for China’s DebtPositioning Watch – Metals bets are finally…
Smartkarma Daily BriefsAugust 1, 2024
In today’s briefing: Crypto Crisp – Signs of Euphoria Crypto Crisp – Signs of EuphoriaBy…
Smartkarma Daily BriefsFebruary 20, 2024
In today’s briefing: Edward Woodford: Driving Crypto Adoption - Edward Woodford: Driving Crypto Adoption -…
Smartkarma Daily BriefsFebruary 18, 2024
In today’s briefing: Crypto Moves #15 – 90% Likelihood of an Ethereum Spot ETF Approval…
Smartkarma Daily BriefsFebruary 16, 2024
In today’s briefing: Keone Hon of Monad: 10,000 TPS & Full EVM Equivalence - A…
Smartkarma Daily BriefsFebruary 15, 2024
In today’s briefing: Crypto Moves #14 – It’s Not About What’s There, But What Isn’t…
Smartkarma Daily BriefsFebruary 9, 2024
In today’s briefing: Crypto Moves #11 – One Week Into the ETFs Crypto Moves #11…
Smartkarma Daily BriefsJanuary 19, 2024
Explore our Solutions
Discover how decision-makers utilise the Smartkarma Platform to surface actionable insight, engage top-analysts and subscribe to premium data add-ons
For Institutional Investors & Financial Services
Asset Managers
Private Markets
Investment and Corporate Banking
For Corporate IR & Strategy
Investor Relations
Corporate Strategy & M&A
Marketing & Thought Leadership
