In today’s briefing: Merger Arb Mondays (08 Jul) - China TCM, L'Occitane, A8 Media, GA…
Smartkarma Daily BriefsJuly 9, 2024
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Smartkarma Daily Briefs
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In today’s briefing: What Did NPS Buy and Sell in Korean Stock Market in 2Q…
Smartkarma Daily BriefsJuly 7, 2024
In today’s briefing: Big ¥500bn Honda (7267) Offering Is SmallRobosense IPO Lock-Up Expiry - US$2.8bn…
Smartkarma Daily BriefsJuly 6, 2024
In today’s briefing: China TCM (570.HK) Update - Behind The Share Price Plunge and Prospects…
Smartkarma Daily BriefsJuly 5, 2024
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Smartkarma Daily BriefsJuly 4, 2024
In today’s briefing: Exploring the Kakao Corp and Krafton Deal Potential for Kakao GamesHonda (7267)…
Smartkarma Daily BriefsJuly 9, 2024
In today’s briefing: Fy23 GPIF Results and Portfolio Changes - Outlook for FY24Canvest Environmental (1381…
Smartkarma Daily BriefsJuly 8, 2024
In today’s briefing: (Mostly) Asia-Pac M&A: Sermsuk, L'Occitane, Shinko Electric, MMA Offshore, HollysysWeekly Deals Digest…
Smartkarma Daily BriefsJuly 7, 2024
In today’s briefing: Hanwha Corp Tender Offer Details & Arbitrage Trading AssessmentJAPAN ACTIVISM: Murakami Target…
Smartkarma Daily BriefsJuly 6, 2024
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In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early July 2024 UpdateESR Group (1821…
Smartkarma Daily BriefsJuly 4, 2024
In today’s briefing: Shift Up IPO Book Building Results AnalysisToenec (1946 JP) Offering - Nearly…
Smartkarma Daily BriefsJuly 2, 2024
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Smartkarma Daily BriefsJuly 1, 2024
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Smartkarma Daily BriefsJune 30, 2024
In today’s briefing: Emcure Pharmaceuticals Pre-IPO: IPO Price Band Set; Steep Valuation Offers Limited Upside…
Smartkarma Daily BriefsJune 29, 2024
In today’s briefing: Big Aisin (7259) Offering Sets Stage for First Toyota Group Full UnwindAisin…
Smartkarma Daily BriefsJune 28, 2024
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Smartkarma Daily BriefsJune 27, 2024
In today’s briefing: Softbank Corp (9434) - Accounting for the Accounting Is Complicated Redux -…
Smartkarma Daily BriefsJuly 9, 2024
In today’s briefing: Cathay Pacific (293 HK, BUY, TP:HKD):Silergy (6415.TT): Trial-Run with Vanguard, and Recent…
Smartkarma Daily BriefsJuly 8, 2024
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Smartkarma Daily BriefsJuly 7, 2024
In today’s briefing: Outpacing Delivery Expectations Sends Shares Soaring. Is Tesla the Most Undervalued AI…
Smartkarma Daily BriefsJuly 6, 2024
In today’s briefing: HDFC Bank - Rebalancing & MUFG Acquisition Benefit, Ongoing NPL Stability &…
Smartkarma Daily BriefsJuly 5, 2024
In today’s briefing: Fushan Energy (639 HK): Coking Coal Prices To Strengthen With Anglo AccidentMineral…
Smartkarma Daily BriefsJuly 4, 2024
In today’s briefing: Softbank Corp (9434) - Accounting for the Accounting Is Complicated Redux -…
Smartkarma Daily BriefsJuly 9, 2024
In today’s briefing: Silergy (6415.TT): Trial-Run with Vanguard, and Recent Stock Drops Represent an Entry…
Smartkarma Daily BriefsJuly 8, 2024
In today’s briefing: Quiddity Leaderboard HSTECH Sep 24: Reference Period Over; One Change Likely; US$733mn…
Smartkarma Daily BriefsJuly 7, 2024
In today’s briefing: Wix.com Ltd. - Improved Monetization Leading to Increasing ARPS! - Major DriversCredo…
Smartkarma Daily BriefsJuly 6, 2024
In today’s briefing: Screening For The Next Douyu (DOYU US)S&P 500 / S&P 1500: Deriving…
Smartkarma Daily BriefsJuly 5, 2024
In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Early July 2024 UpdateTaiwan Tech Weekly:…
Smartkarma Daily BriefsJuly 4, 2024
In today’s briefing: Canvest Environmental (1381 HK): Possible Privatisation at HK$4.90Merger Arb Mondays (08 Jul)…
Smartkarma Daily BriefsJuly 8, 2024
In today’s briefing: (Mostly) Asia-Pac M&A: Sermsuk, L'Occitane, Shinko Electric, MMA Offshore, HollysysWeekly Deals Digest…
Smartkarma Daily BriefsJuly 7, 2024
In today’s briefing: SHEIN: Teaming up with Reliance Retail to Re-Enter India. A Win-Win MoveHK…
Smartkarma Daily BriefsJuly 6, 2024
In today’s briefing: Morning Views Asia: Road King Infrastructure, Samvardhana Motherson International LtdHozon New Energy…
Smartkarma Daily BriefsJuly 5, 2024
In today’s briefing: ESR Group (1821 HK): Consortium’s Expansion Talks Suggest ProgressFushan Energy (639 HK):…
Smartkarma Daily BriefsJuly 4, 2024
In today’s briefing: China TCM (570.HK) Update - Behind The Share Price Plunge and Prospects…
Smartkarma Daily BriefsJuly 3, 2024
In today’s briefing: Kawasaki Heavy (7012) | Hydrogen Strategy Ignites Stock MarketYaoko: 34 Years of…
Smartkarma Daily BriefsJuly 8, 2024
In today’s briefing: Fy23 GPIF Results and Portfolio Changes - Outlook for FY24Timee (215A JP)…
Smartkarma Daily BriefsJuly 8, 2024
In today’s briefing: Last Week in Event SPACE: Barito Renewables, Honda, Raffles Medical, Daidoh, Hanwha…
Smartkarma Daily BriefsJuly 7, 2024
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Smartkarma Daily BriefsJuly 6, 2024
In today’s briefing: Big ¥500bn Honda (7267) Offering Is SmallJAPAN ACTIVISM: Strategic Capital Target Daido…
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In today’s briefing: Timee (215A JP) IPO: The Bull CaseShinko Electric (6967) - Break/Gap Risk…
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In today’s briefing: Hong Kong Services PMI: True Recovery or One-Off Improvement? Hong Kong Services…
Smartkarma Daily BriefsJuly 7, 2024
In today’s briefing: Hong Kong: How Much GDP Is Deduced from the Northern Spending of…
Smartkarma Daily BriefsJuly 6, 2024
In today’s briefing: Three Risk-Off Signals Offset by One Risk-On Signal?Is Underlying Inflation Edging Higher,…
Smartkarma Daily BriefsJuly 5, 2024
In today’s briefing: Korean Government Announces Corporate and Dividend Tax Incentives Under Corporate Value Up…
Smartkarma Daily BriefsJuly 4, 2024
In today’s briefing: Non-Consensus Forecast: No Fed Rate Cut This YearResponse to Premier Li: Post…
Smartkarma Daily BriefsJuly 3, 2024
In today’s briefing: Steno Signals #106 – The cycle is improving. Not weakening.Berkshire's Bullish Bet…
Smartkarma Daily BriefsJuly 2, 2024
In today’s briefing: XRP Volume Surpasses BTC Following Landmark Ruling XRP Volume Surpasses BTC Following…
Smartkarma Daily BriefsJuly 18, 2023
In today’s briefing: The State of Stablecoins The State of StablecoinsBy KaikoStablecoins are systemically important…
Smartkarma Daily BriefsJuly 14, 2023
In today’s briefing: Celsius Liquidations Could Pressure Altcoin Markets Celsius Liquidations Could Pressure Altcoin MarketsBy…
Smartkarma Daily BriefsJuly 11, 2023
In today’s briefing: Bitcoin Gets The Nod Bitcoin Gets The NodBy EtherbridgeThe bitcoin halving is…
Smartkarma Daily BriefsJuly 10, 2023
In today’s briefing: Is StETH Liquid Enough? Is StETH Liquid Enough?By KaikoThree Arrows Capital famously…
Smartkarma Daily BriefsJuly 7, 2023
In today’s briefing: #70 Superpowered superchains #70 Superpowered superchainsBy Carbono InsightsThe second week in a…
Smartkarma Daily BriefsJuly 6, 2023
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