In today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketTOPIX…
Smartkarma Daily BriefsJune 21, 2024
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Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: Hyundai Motor India IPO PreviewKagome (2811) - Well-Flagged Slightly Dilutive Equity Financing…
Smartkarma Daily BriefsJune 19, 2024
In today’s briefing: L'Occitane (973 HK): Who Owns What, And WhenGreat Eastern (GE SP): Inching…
Smartkarma Daily BriefsJune 18, 2024
In today’s briefing: Fancl (4921) TOB - Kirin (2503) Does the Inevitable and Takes Out…
Smartkarma Daily BriefsJune 17, 2024
In today’s briefing: Fancl (4921) TOB - Kirin (2503) Does the Inevitable and Takes Out…
Smartkarma Daily BriefsJune 16, 2024
In today’s briefing: TOPIX Market Consultation: Wider Next-Gen Universe in a Couple of Years; But…
Smartkarma Daily BriefsJune 21, 2024
In today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketGuzman…
Smartkarma Daily BriefsJune 20, 2024
Daily Brief Event-Driven: Blackstone Does a BIG Deal for Infocom (4348) – Minorities Get ¥6 and more
In today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/Share…
Smartkarma Daily BriefsJune 19, 2024
In today’s briefing: L’Occitane (973 HK): Share Alternative a Crucial Step Towards the Offer Being…
Smartkarma Daily BriefsJune 18, 2024
In today’s briefing: Unexpected Inheritance Tax Rate Reduction Included in July Tax Reform: Impact on…
Smartkarma Daily BriefsJune 17, 2024
In today’s briefing: Great Eastern Holdings (GE SP): Playbook as OCBC Offer Declared Final, IFA…
Smartkarma Daily BriefsJune 16, 2024
In today’s briefing: Mao Geping Cosmetics Pre-IPO - Riding on the Founder’s ReputationQuantumPharm IPO Trading…
Smartkarma Daily BriefsJune 13, 2024
In today’s briefing: Atour Lifestyle Holdings Placement - Well Flagged Deal, past Selldowns Have Done…
Smartkarma Daily BriefsJune 12, 2024
In today’s briefing: Guzman Y Gomez IPO - Peer Comp and Thoughts on ValuationsLalatech IPO:…
Smartkarma Daily BriefsJune 11, 2024
In today’s briefing: SF Holding Pre-IPO: FY23, Q124 Results Reviewed | Sales Mix Impacts |…
Smartkarma Daily BriefsJune 10, 2024
In today’s briefing: Tempus AI IPO: AI in Diagnostics at Scale, Investor Sentiment Appears Positive…
Smartkarma Daily BriefsJune 9, 2024
In today’s briefing: Initial Thoughts on the Yanolja IPO Initial Thoughts on the Yanolja IPOBy…
Smartkarma Daily BriefsJune 8, 2024
In today’s briefing: Taste Gourmet (8371 HK): Strong FY24, 6.7x PE, Cash ~23% of Mkt…
Smartkarma Daily BriefsJune 21, 2024
In today’s briefing: How Netflix bring Asian Content to the Global Audience with Minyoung KimEpisode…
Smartkarma Daily BriefsJune 20, 2024
In today’s briefing: Tech Supply Chain Tracker (19-Jun-2024): Taiwan wafer industry in 2Q24Memory Monitor: Computex…
Smartkarma Daily BriefsJune 19, 2024
Daily Brief Equity Bottom-Up: The Beat Ideas- Archean Chemical: The Bromine Leader of India and more
In today’s briefing: The Beat Ideas- Archean Chemical: The Bromine Leader of IndiaChiba Bank -…
Smartkarma Daily BriefsJune 18, 2024
In today’s briefing: TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024.China Healthcare Weekly…
Smartkarma Daily BriefsJune 17, 2024
In today’s briefing: Medipal Holdings (7459 JP): Mixed FY24 Result; Growth to Continue in FY25;…
Smartkarma Daily BriefsJune 16, 2024
In today’s briefing: Shin-Etsu Chem TOB for Rest of Mimasu Semi (8155) - Far Too…
Smartkarma Daily BriefsJune 21, 2024
In today’s briefing: Episode 72: Apple Intelligence and Closed Loop Private ComputingTech Supply Chain Tracker…
Smartkarma Daily BriefsJune 20, 2024
In today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/ShareInfocom…
Smartkarma Daily BriefsJune 19, 2024
In today’s briefing: Taiwan Tech Weekly: TSMC's 3nm Shortage & Upcoming Price Hikes; Samsung Unveils…
Smartkarma Daily BriefsJune 18, 2024
In today’s briefing: TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024.NASDAQ 100 Index…
Smartkarma Daily BriefsJune 17, 2024
In today’s briefing: MV US Listed Semiconductor 25 Index Rebalance: US$1bn to Sell in NVIDIAAvnet…
Smartkarma Daily BriefsJune 16, 2024
In today’s briefing: L'Occitane (973 HK): No, PLP Is Not Getting A Back-End BumpCOFCO Joycome…
Smartkarma Daily BriefsJune 19, 2024
In today’s briefing: L’Occitane (973 HK): Share Alternative a Crucial Step Towards the Offer Being…
Smartkarma Daily BriefsJune 18, 2024
In today’s briefing: Growth of SHEIN, Temu Appears to Be Boosting Asia-US Air Cargo Volume…
Smartkarma Daily BriefsJune 17, 2024
In today’s briefing: Plover Bay 1523 HK Earnings Preview: Strong H1 FY24, Rerating to ContinueDickson…
Smartkarma Daily BriefsJune 15, 2024
In today’s briefing: Chow Tai Fook (1929 HK): Disappointed: Consumer Spending Weakened During Dragon BoatLuckin's…
Smartkarma Daily BriefsJune 14, 2024
In today’s briefing: A8 New Media (800 HK): A Scheme with a 162% Takeover PremiumMao…
Smartkarma Daily BriefsJune 13, 2024
In today’s briefing: TOPIX Market Consultation: Wider Next-Gen Universe in a Couple of Years; But…
Smartkarma Daily BriefsJune 21, 2024
In today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketMoney…
Smartkarma Daily BriefsJune 20, 2024
In today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/Share…
Smartkarma Daily BriefsJune 19, 2024
In today’s briefing: Exedy Corp (7278 JP): Murakami Becomes a Substantial ShareholderKagome (2811) - Well-Flagged…
Smartkarma Daily BriefsJune 18, 2024
In today’s briefing: Merger Arb Mondays (17 Jun) - Fancl, Tatsuta, A8, China TCM, GAPack,…
Smartkarma Daily BriefsJune 17, 2024
In today’s briefing: Weekly Deals Digest (16 Jun) - Sun Corp, Fancl, Tatsuta, Great Eastern,…
Smartkarma Daily BriefsJune 16, 2024
In today’s briefing: Korean Government Is Pushing for a Comprehensive Inheritance Reforms - Will They…
Smartkarma Daily BriefsJune 18, 2024
In today’s briefing: Where Now for the Hong Kong Market?Hawkish Forward Guidance by Fed Fails…
Smartkarma Daily BriefsJune 17, 2024
In today’s briefing: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 14…
Smartkarma Daily BriefsJune 15, 2024
In today’s briefing: Ban on Short Selling Stocks in Korea Extended Until March 2025China's Economy…
Smartkarma Daily BriefsJune 14, 2024
In today’s briefing: US CPI Inflation 3.27% y-o-y (consensus 3.4%) in May-24CX Daily: Turning Research…
Smartkarma Daily BriefsJune 13, 2024
In today’s briefing: CrossASEAN Ground Zero - Grab's ESG Credentials, Vinfast in Indonesia, Digital Payments,…
Smartkarma Daily BriefsJune 12, 2024
In today’s briefing: Convergence of Artificial Intelligence and Web3Why Is Tether's Market Cap Approaching ATH?…
Smartkarma Daily BriefsMay 23, 2023
In today’s briefing: A Dive Into DeFi A Dive Into DeFiBy EtherbridgeAs technology continues to…
Smartkarma Daily BriefsMay 21, 2023
In today’s briefing: Stablecoins: Does Trust Really Matter? Stablecoins: Does Trust Really Matter?By KaikoThe stablecoin…
Smartkarma Daily BriefsMay 19, 2023
In today’s briefing: Market Makers Continue to Reduce Liquidity Market Makers Continue to Reduce LiquidityBy…
Smartkarma Daily BriefsMay 16, 2023
In today’s briefing: TriCrypto: Curve's Ace in the Hole TriCrypto: Curve's Ace in the HoleBy…
Smartkarma Daily BriefsMay 12, 2023
In today’s briefing: Binance Halts Withdrawals as BTC Fees Surge Binance Halts Withdrawals as BTC…
Smartkarma Daily BriefsMay 10, 2023
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