In today’s briefing: Rio Tinto (RIO AU/LN): Thinking About The "Unification"Sep24 Nikkei 225 Rebal Final…
Smartkarma Daily BriefsAugust 2, 2024
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Smartkarma Daily Briefs
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In today’s briefing: Keisei Elec (9009) AGM Result Not Salutary, Tough To Win On This…
Smartkarma Daily BriefsJuly 31, 2024
In today’s briefing: If Rakuten (4755) Combines Financial Units... Who Wins and How? Well... It's…
Smartkarma Daily BriefsJuly 30, 2024
In today’s briefing: Tohokushinsha Film (2329 JP): Potential Scenarios as 3D Lobs a Privatisation ProposalTaiwan…
Smartkarma Daily BriefsJuly 29, 2024
In today’s briefing: Sep24 S&P500 Index Rebal - Two Changes Expected; $6bn One-Way Flow and…
Smartkarma Daily BriefsJuly 28, 2024
In today’s briefing: - Murakami Group Bigger and Bolder on Exedy - STILL Room to…
Smartkarma Daily BriefsAugust 2, 2024
In today’s briefing: Sep24 Nikkei 225 Rebal Final Predictions - Fastie Capped, Still 1 ADD,…
Smartkarma Daily BriefsAugust 1, 2024
In today’s briefing: India: Potential Free Float Changes & Passive Flows in AugustCPMC (906 HK):…
Smartkarma Daily BriefsJuly 31, 2024
In today’s briefing: Fancl (4921) - Extendy-Extendy-Bumpity-BumpityExamining a Proactive Flow Trading Setup Targeting Korean Value-Up…
Smartkarma Daily BriefsJuly 30, 2024
In today’s briefing: Merger Arb Mondays (29 Jul) - China TCM, Canvest, CPMC, GA Pack,…
Smartkarma Daily BriefsJuly 29, 2024
In today’s briefing: Tohokushinsha Film (2329 JP): Potential Scenarios as 3D Lobs a Privatisation ProposalMandala…
Smartkarma Daily BriefsJuly 28, 2024
In today’s briefing: Akums Drugs and Pharmaceuticals IPO - RHP Updates & Quick Thoughts on…
Smartkarma Daily BriefsJuly 27, 2024
In today’s briefing: CONFIRMED: Bellevue raising CONFIRMED: Bellevue raisingBy Money of MineBellevue is raising capital…
Smartkarma Daily BriefsJuly 26, 2024
In today’s briefing: Korea's New IPO Bookbuilding & Lockup Results Disclosure Rule, Effective from AugustTechnically…
Smartkarma Daily BriefsJuly 25, 2024
In today’s briefing: Sai Life Sciences Pre-IPO TearsheetHyundai Motor India Pre-IPO - Thoughts on ValuationZinka…
Smartkarma Daily BriefsJuly 24, 2024
In today’s briefing: ASICS (7936 JP): The Current PlaybookBloks Group Pre-IPO - The Positives -…
Smartkarma Daily BriefsJuly 23, 2024
In today’s briefing: ASICS Placement Updates - Share Pop Done, Now Needs to CorrectECM Weekly…
Smartkarma Daily BriefsJuly 22, 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: Nvidia's China Dominance in AI Accelerator Has Serious DeficienciesJapanese Big-Cap Banks –…
Smartkarma Daily BriefsAugust 1, 2024
In today’s briefing: Asia Ex-Japan: Extreme StocksGEM Funds: Extreme Stocks, July 2024Shimano (7309) | Shifts…
Smartkarma Daily BriefsJuly 31, 2024
In today’s briefing: Potential Big Changes at the Korean Chaebols - The Age Factor of…
Smartkarma Daily BriefsJuly 30, 2024
In today’s briefing: Taiwan Tech Weekly: Hit Hard By AI/Tech Pullback; Watch UMC, Mediatek, Realtek,…
Smartkarma Daily BriefsJuly 29, 2024
In today’s briefing: Nidec (6594 JP): Buy into Current DeclineTaiwan Dual-Listings Monitor: TSMC and ASE…
Smartkarma Daily BriefsJuly 28, 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: Nvidia's China Dominance in AI Accelerator Has Serious DeficienciesQuiddity Leaderboard SET50 Dec…
Smartkarma Daily BriefsAugust 1, 2024
In today’s briefing: Asia Ex-Japan: Extreme StocksPC Monitor: MSFT Results Imminent; Look for Copilot Progress;…
Smartkarma Daily BriefsJuly 31, 2024
In today’s briefing: Big (Relatively Speaking) NEG (5214 JP) Buyback - Walking The Walk, FasterA8…
Smartkarma Daily BriefsJuly 30, 2024
In today’s briefing: Ansarada (AND AU)'s Scheme Is Back On TrackA8 Media (800 HK): 23rd…
Smartkarma Daily BriefsJuly 29, 2024
In today’s briefing: HK Connect SOUTHBOUND Flows (To 26 Jul 2024); ETFs Get Bought, Banks…
Smartkarma Daily BriefsJuly 28, 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: China Comm Const (1800 HK): Robust Growth Prospects AcceleratingHigh Dividend Yield, Expansion…
Smartkarma Daily BriefsAugust 1, 2024
In today’s briefing: CPMC (906 HK): Champion's Offer Now Open. But All Eyes On ORG's…
Smartkarma Daily BriefsJuly 31, 2024
In today’s briefing: China Resources Beverage (华润饮料) Pre-IPO: A Visit to Convenience StoresSTAR100 Index Rebalance…
Smartkarma Daily BriefsJuly 30, 2024
In today’s briefing: Merger Arb Mondays (29 Jul) - China TCM, Canvest, CPMC, GA Pack,…
Smartkarma Daily BriefsJuly 29, 2024
In today’s briefing: HK Connect SOUTHBOUND Flows (To 26 Jul 2024); ETFs Get Bought, Banks…
Smartkarma Daily BriefsJuly 28, 2024
In today’s briefing: - Murakami Group Bigger and Bolder on Exedy - STILL Room to…
Smartkarma Daily BriefsAugust 2, 2024
In today’s briefing: Sep24 Nikkei 225 Rebal Final Predictions - Fastie Capped, Still 1 ADD,…
Smartkarma Daily BriefsAugust 1, 2024
In today’s briefing: Shimano (7309) | Shifts Gears with Upbeat GuidanceCustomers Flocking to Donki for…
Smartkarma Daily BriefsJuly 31, 2024
In today’s briefing: Fancl (4921) - Extendy-Extendy-Bumpity-BumpityStanley Electric (6923) - Salutary Q1 and BIG BuybackHeiwa…
Smartkarma Daily BriefsJuly 30, 2024
In today’s briefing: ENEOS Bumps Tatsuta Elec (5809) Bid - 8.3% Bump Matches 8.7% Rise…
Smartkarma Daily BriefsJuly 29, 2024
In today’s briefing: Tohokushinsha Film (2329 JP): Potential Scenarios as 3D Lobs a Privatisation ProposalNidec…
Smartkarma Daily BriefsJuly 28, 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: Global Commodities: Gold & Silver—Citius, Altius, FortiusEnergy Cable: The demand outlook in…
Smartkarma Daily BriefsJuly 31, 2024
In today’s briefing: Steno Signals #110: Run for the hills? Not so fast..Oil Rig Uptick…
Smartkarma Daily BriefsJuly 30, 2024
In today’s briefing: China Slowdown = Reduce RiskHeading Towards a Currency War? US and Chinese…
Smartkarma Daily BriefsJuly 29, 2024
In today’s briefing: PBOC's Surprise Rate Cuts on 22 July 2024New Changes in the IPO…
Smartkarma Daily BriefsJuly 28, 2024
In today’s briefing: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 26…
Smartkarma Daily BriefsJuly 27, 2024
In today’s briefing: Crypto Moves #10 – Next, EthereumHong Kong Prepares to Launch First Spot…
Smartkarma Daily BriefsJanuary 12, 2024
In today’s briefing: Crypto Moves #9 – Is It Too Obvious That 2024 is the…
Smartkarma Daily BriefsJanuary 9, 2024
In today’s briefing: A Comprehensive Analysis of Zetachain (Executive Summary)Year Ahead for DeFi 2024 (Executive…
Smartkarma Daily BriefsJanuary 7, 2024
In today’s briefing: Year Ahead for Markets 2024 Year Ahead for Markets 2024By Gerryl Pay…
Smartkarma Daily BriefsDecember 25, 2023
In today’s briefing: Michael Lee - In Focus: The Market for Rare Photos - Michael…
Smartkarma Daily BriefsDecember 23, 2023
In today’s briefing: The Year Ahead For Gaming 2024 (Executive Summary) The Year Ahead For…
Smartkarma Daily BriefsDecember 17, 2023
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