In today’s briefing: Overall Assessment of the Value-Up Policy-Related Aspects of the Tax Reform Plan…
Smartkarma Daily BriefsJuly 27, 2024
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Smartkarma Daily Briefs
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In today’s briefing: HSTECH Index Rebalance Preview: ASM Pacific (522) Could Replace Ping An Health…
Smartkarma Daily BriefsJuly 25, 2024
In today’s briefing: L'Occitane (973 HK): Tendering Now OpenJapan Cross-Shareholding - Summary Matrix - Over…
Smartkarma Daily BriefsJuly 24, 2024
In today’s briefing: Kokusai Electric (6525 JP): Placement Price Could Be Determined Today; Index Impact…
Smartkarma Daily BriefsJuly 23, 2024
In today’s briefing: Kokusai Electric (6525 JP): Placement Price Could Be Determined Today; Index Impact…
Smartkarma Daily BriefsJuly 22, 2024
In today’s briefing: StubWorld's: Amorepacific's NAV Discount Plumbs New Multi-Year LowZhihu (2390 HK/ZH US)'s Cheeky…
Smartkarma Daily BriefsJuly 27, 2024
In today’s briefing: Overall Assessment of the Value-Up Policy-Related Aspects of the Tax Reform Plan…
Smartkarma Daily BriefsJuly 26, 2024
In today’s briefing: Sep24 S&P500 Index Rebal - Two Changes Expected; $6bn One-Way Flow and…
Smartkarma Daily BriefsJuly 25, 2024
In today’s briefing: Furukawa Battery (6937) - Ugly Process in Virtual Take-Under Take-PrivateFurukawa Battery (6937…
Smartkarma Daily BriefsJuly 24, 2024
In today’s briefing: KRX's Plan to Integrate KOSPI & KOSDAQ into a Tiered System: Trading…
Smartkarma Daily BriefsJuly 23, 2024
In today’s briefing: Kokusai Electric (6525 JP): Placement Price Could Be Determined Today; Index Impact…
Smartkarma Daily BriefsJuly 22, 2024
In today’s briefing: Kokusai Electric (6525 JP): The Current PlaybookIndia Channel Insight | What Is…
Smartkarma Daily BriefsJuly 20, 2024
In today’s briefing: Big Honda (7267) Offering - Flow Timing MattersInvincible Investment Corp Placement -…
Smartkarma Daily BriefsJuly 19, 2024
In today’s briefing: Hyundai Motor India Pre-IPO - Peer Comparison - Doesn’t Stand OutSanil Electric…
Smartkarma Daily BriefsJuly 18, 2024
In today’s briefing: The Honda (7267) Offering - Much Easier Than It LooksHonda (7267 JP):…
Smartkarma Daily BriefsJuly 17, 2024
In today’s briefing: Honda Motor Placement - Past Large Deals Analysis - Could Do with…
Smartkarma Daily BriefsJuly 16, 2024
In today’s briefing: ASICS Placement - Needs to Correct, but Watch Out for the Revision…
Smartkarma Daily BriefsJuly 15, 2024
In today’s briefing: Tencent/Netease: Zero for Major Names; Industry Revenue Growth Flattish in First HalfThe…
Smartkarma Daily BriefsJuly 27, 2024
In today’s briefing: Alphabet 2Q'24 UpdateSaizeriya (7581 JP): Improvement In Profitability In Japan Materialized in…
Smartkarma Daily BriefsJuly 26, 2024
In today’s briefing: Weak Refining Margins and Gas Prices Dampen Chevron’s Q2 Earnings OutlookGES: Snapping…
Smartkarma Daily BriefsJuly 25, 2024
In today’s briefing: Toyota's BIG Buyback Via Tender Offer from Banks & InsurersThe Beat Ideas:…
Smartkarma Daily BriefsJuly 24, 2024
Daily Brief Equity Bottom-Up: Nippon Yusen (9101) – Guidance Revision Up Still Conservative and more
In today’s briefing: Nippon Yusen (9101) - Guidance Revision Up Still Conservative, Means More Capital…
Smartkarma Daily BriefsJuly 23, 2024
In today’s briefing: TSMC. Take The Pullback GiftASML Readthrough: Are There Signs of an Industry…
Smartkarma Daily BriefsJuly 22, 2024
In today’s briefing: Zhihu (2390 HK/ZH US)'s Cheeky BuybackTencent/Netease: Zero for Major Names; Industry Revenue…
Smartkarma Daily BriefsJuly 27, 2024
In today’s briefing: Alphabet 2Q'24 UpdateArgo Graphics (7595) - Thursday, Apr 25, 2024Alphabet Surges Past…
Smartkarma Daily BriefsJuly 26, 2024
In today’s briefing: Meta's Ad Revenues Expected to Surge, But Rising Spend Remains a ConcernTech…
Smartkarma Daily BriefsJuly 25, 2024
In today’s briefing: Kakao Group Founder Kim Beom-Su Gets Arrested - What's Next?FXI Rebalance Preview:…
Smartkarma Daily BriefsJuly 24, 2024
In today’s briefing: Microsoft Flying High on Tailwinds from Azure Surge, AI Leap & Gaming…
Smartkarma Daily BriefsJuly 23, 2024
In today’s briefing: Kokusai Electric (6525 JP): Placement Price Could Be Determined Today; Index Impact…
Smartkarma Daily BriefsJuly 22, 2024
In today’s briefing: Zhihu (2390 HK/ZH US)'s Cheeky BuybackTencent/Netease: Zero for Major Names; Industry Revenue…
Smartkarma Daily BriefsJuly 27, 2024
In today’s briefing: StubWorld: Legend (LEGN US) Offer Or Not, Genscript (1548 HK) Is AttractiveCanvest…
Smartkarma Daily BriefsJuly 26, 2024
In today’s briefing: CPMC Holdings (906 HK): Decisions, Decisions as Changping Industrial’s Offer Set to…
Smartkarma Daily BriefsJuly 25, 2024
In today’s briefing: EQD | The HSI Is Ripe For A Rally In August (IF…
Smartkarma Daily BriefsJuly 24, 2024
In today’s briefing: Canvest Environmental (1381 HK): Grandblue’s Pre-Condition Privatisation at HK$4.90BUY/SELL/HOLD: Hong Kong Stock…
Smartkarma Daily BriefsJuly 23, 2024
In today’s briefing: The Naspers/Tencent & Prosus/Tencent Stub: Entry Levels so Attractive It Looks Too…
Smartkarma Daily BriefsJuly 22, 2024
In today’s briefing: Tatsuta Electric (5809 JP): Eneos Returns with a Token Bump to JPY780Japan…
Smartkarma Daily BriefsJuly 27, 2024
In today’s briefing: Saizeriya (7581 JP): Improvement In Profitability In Japan Materialized in 3Q24Argo Graphics…
Smartkarma Daily BriefsJuly 26, 2024
In today’s briefing: Tohokushinsha (2329 JP) - 3D Investment Partners Proposes Take-PrivateTimee IPO Trading -…
Smartkarma Daily BriefsJuly 25, 2024
In today’s briefing: Furukawa Battery (6937) - Ugly Process in Virtual Take-Under Take-PrivateToyota's BIG Buyback…
Smartkarma Daily BriefsJuly 24, 2024
In today’s briefing: ASICS (7936 JP): The Current PlaybookFancl (4921 JP): Evaluating the Potential of…
Smartkarma Daily BriefsJuly 23, 2024
In today’s briefing: Kokusai Electric (6525 JP): Placement Price Could Be Determined Today; Index Impact…
Smartkarma Daily BriefsJuly 22, 2024
In today’s briefing: South Korea Plans To Lower Inheritance TaxesEM Watch: Knock-outing the EM darlings,…
Smartkarma Daily BriefsJuly 26, 2024
In today’s briefing: Business Cycle Watch: Why Sweden’s Resurging Momentum is a Must WatchCX Daily:…
Smartkarma Daily BriefsJuly 25, 2024
In today’s briefing: India: Mild Near-Term Negative for Stocks; Solidly Positive for Medium Term GrowthGreat…
Smartkarma Daily BriefsJuly 24, 2024
In today’s briefing: Will the Hong Kong Stock Market Ever Return to Previous Height?Trading Trump…
Smartkarma Daily BriefsJuly 23, 2024
In today’s briefing: Positioning For Trump 2.0US Financial Markets: Preparing for a Changing of the…
Smartkarma Daily BriefsJuly 22, 2024
In today’s briefing: Launch of Korea Value Up Index in SeptemberSingapore: Signs of 'Dutch Disease'…
Smartkarma Daily BriefsJuly 20, 2024
In today’s briefing: Year Ahead For NFTs 2024 (Executive Summary) Year Ahead For NFTs 2024…
Smartkarma Daily BriefsDecember 15, 2023
In today’s briefing: Crypto Markets Take Center Stage Crypto Markets Take Center StageBy Delphi Digital…
Smartkarma Daily BriefsNovember 28, 2023
In today’s briefing: Brands & NFTs — Why Web3 Is A Game Changer for Brand…
Smartkarma Daily BriefsNovember 4, 2023
Daily Brief Crypto: More Than Just Governance: Unpacking Value Accrual Mechanisms in Crypto and more
In today’s briefing: More Than Just Governance: Unpacking Value Accrual Mechanisms in Crypto More Than…
Smartkarma Daily BriefsOctober 28, 2023
In today’s briefing: Through the Fire - Will the Rubber Meet the Road? Through the…
Smartkarma Daily BriefsOctober 26, 2023
In today’s briefing: The JPEX Debacle Placed Hong Kong’s Ambition to Become a Global Virtual…
Smartkarma Daily BriefsSeptember 27, 2023
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