In today’s briefing: NEC Network (1973 JP) Tender Offer - The Landscape Has Fully ChangedSanrio…
Smartkarma Daily BriefsDecember 10, 2024
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Smartkarma Daily Briefs
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In today’s briefing: TIP Customized Taiwan Select High Div Index Rebalance Preview: US$2.8bn Trade as…
Smartkarma Daily BriefsDecember 8, 2024
In today’s briefing: Yuanta/P-Shares Taiwan Div+ ETF Rebalance Preview: Last-Second Changes to the Last-Minute ChangesGoodman…
Smartkarma Daily BriefsDecember 7, 2024
In today’s briefing: 7&I (3382 JP) - Ito-San MBO Plan Includes 7-Eleven US IPO... Which…
Smartkarma Daily BriefsDecember 6, 2024
In today’s briefing: Hamamatsu Photonics (6965) - Toyota Selling Yet Another Cross-HoldingSanrio (8136 JP) -…
Smartkarma Daily BriefsDecember 5, 2024
In today’s briefing: Select Sector Indices and S&P Equal Weight Rebalance: US$16bn Trade; More Buying…
Smartkarma Daily BriefsDecember 10, 2024
In today’s briefing: Merger Arb Mondays (09 Dec) - HKBN, ESR, Lifestyle China, GA Pack,…
Smartkarma Daily BriefsDecember 9, 2024
In today’s briefing: Taiwan Top 50 ETF Rebalance: Big Buying in Yang Ming Marine (2609…
Smartkarma Daily BriefsDecember 8, 2024
In today’s briefing: Cromwell Prop (CMW AU): ESR Exit Post-Privatization?Mitsubishi Logisnext (7105) - The Next…
Smartkarma Daily BriefsDecember 7, 2024
In today’s briefing: Seven & I Holdings (3382 JP): The MBO Is Starting to Shape…
Smartkarma Daily BriefsDecember 6, 2024
In today’s briefing: 7&I (3382 JP) - Ito-San MBO Plan Includes 7-Eleven US IPO... Which…
Smartkarma Daily BriefsDecember 5, 2024
In today’s briefing: A Review of Our IPO Research in 2024 A Review of Our…
Smartkarma Daily BriefsDecember 7, 2024
In today’s briefing: LG CNS IPO Details Out: My Read on This IPOLG CNS IPO…
Smartkarma Daily BriefsDecember 6, 2024
In today’s briefing: Auckland Airport Placement - NZ$1.3bn (US$770m) Cleanup Sale Will Remove the OverhangKioxia…
Smartkarma Daily BriefsDecember 5, 2024
In today’s briefing: Goodman Group Placement - Large Shareholder Looking to Raise US$1.2bn but Discount…
Smartkarma Daily BriefsDecember 4, 2024
In today’s briefing: Kioxia (285A JP) IPO: Valuation InsightsKioxia IPO - Should Price at the…
Smartkarma Daily BriefsDecember 3, 2024
In today’s briefing: Kioxia (285A JP) IPO: The Bear CaseMr DIY Indonesia IPO - Has…
Smartkarma Daily BriefsDecember 2, 2024
In today’s briefing: China Consumption Weekly (9 Dec 2024): BYD, Geely, Li Auto, Seres, Xiaomi,…
Smartkarma Daily BriefsDecember 10, 2024
In today’s briefing: Taiwan Tech Weekly: TSMC 2NM Yield Jump Rumors; Seeing Taiwan's Starlink Alternative…
Smartkarma Daily BriefsDecember 9, 2024
In today’s briefing: Lululemon 3Q'24 UpdateJb Financial (175330 KS) - Friday, Sep 6, 2024Takigami Steel…
Smartkarma Daily BriefsDecember 8, 2024
In today’s briefing: Intel: A Graphic Novel Of A Train WreckBYD (1211 HK): Quick Note…
Smartkarma Daily BriefsDecember 7, 2024
In today’s briefing: 2025 High Conviction: Short NIO (NIO US/9866 HK)Shiseido (4911) | Makeup for…
Smartkarma Daily BriefsDecember 6, 2024
In today’s briefing: NST’s $5B Deal: Most Expensive Undeveloped Gold Mine EverRobosense Technology, Driving in…
Smartkarma Daily BriefsDecember 5, 2024
In today’s briefing: Select Sector Indices and S&P Equal Weight Rebalance: US$16bn Trade; More Buying…
Smartkarma Daily BriefsDecember 10, 2024
In today’s briefing: Merger Arb Mondays (09 Dec) - HKBN, ESR, Lifestyle China, GA Pack,…
Smartkarma Daily BriefsDecember 9, 2024
In today’s briefing: Quiddity ASX Dec 24 Results: 100% Hit Rate; ADDs Have High-Impact; DELs…
Smartkarma Daily BriefsDecember 8, 2024
In today’s briefing: Intel: A Graphic Novel Of A Train WreckThe Death of Intel: When…
Smartkarma Daily BriefsDecember 7, 2024
In today’s briefing: HKBN (1310 HK): Just How Likely Is An I Squared Offer?LG CNS…
Smartkarma Daily BriefsDecember 6, 2024
In today’s briefing: Latest Scoop on President Yoon’s Impeachment Motion and How to Play It…
Smartkarma Daily BriefsDecember 5, 2024
In today’s briefing: CPMC Holdings (906 HK): Steady Nerves RequiredChina Consumption Weekly (9 Dec 2024):…
Smartkarma Daily BriefsDecember 10, 2024
In today’s briefing: Merger Arb Mondays (09 Dec) - HKBN, ESR, Lifestyle China, GA Pack,…
Smartkarma Daily BriefsDecember 9, 2024
In today’s briefing: Lifestyle China (2136 HK): Thomas Lau’s Low-Balled Scheme OfferWeekly Deals Digest (08…
Smartkarma Daily BriefsDecember 8, 2024
In today’s briefing: BYD (1211 HK): Quick Note – Preparing for Price War in 2025…
Smartkarma Daily BriefsDecember 7, 2024
In today’s briefing: HKBN (1310 HK): Just How Likely Is An I Squared Offer?GAPack (468…
Smartkarma Daily BriefsDecember 6, 2024
In today’s briefing: ESR Group (1821 HK): Consortium’s Scheme Cash/Scrip Privatisation OfferESR (1821 HK): HK$13.00/Share…
Smartkarma Daily BriefsDecember 5, 2024
In today’s briefing: Sanrio (8136 JP) Placement: Price Likely Determined Today; What Next?EQD | Nikkei…
Smartkarma Daily BriefsDecember 10, 2024
In today’s briefing: Quiddity Leaderboard Mar25 Nikkei 225 Rebal: 2 IN, 2 OUT, $5.5bn+ Fastie…
Smartkarma Daily BriefsDecember 9, 2024
In today’s briefing: Rakuten (4755 JP) - Trying To Goose The Stock Price Before Year-End…
Smartkarma Daily BriefsDecember 8, 2024
In today’s briefing: Mitsubishi Logisnext (7105) - The Next Target in Logistics Space?Frontier Management Inc.…
Smartkarma Daily BriefsDecember 7, 2024
In today’s briefing: Seven & I Holdings (3382 JP): The MBO Is Starting to Shape…
Smartkarma Daily BriefsDecember 6, 2024
In today’s briefing: 7&I (3382 JP) - Ito-San MBO Plan Includes 7-Eleven US IPO... Which…
Smartkarma Daily BriefsDecember 5, 2024
In today’s briefing: Fed's Latest Financial Stability Report Highlights Pitfalls of Fiscal ProfligacyInvesting During an…
Smartkarma Daily BriefsDecember 9, 2024
In today’s briefing: Actinver Research - Macro Daily: Inflation 2h-Nov Actinver Research - Macro Daily:…
Smartkarma Daily BriefsDecember 8, 2024
In today’s briefing: Positioning Watch – Markets have NOT been Ready for Growth to Weaken…
Smartkarma Daily BriefsDecember 7, 2024
In today’s briefing: Europe Flash Watch – The German 2025 bazooka!EUDR Is Delayed By One…
Smartkarma Daily BriefsDecember 6, 2024
In today’s briefing: Potential Impeachment of President Yoon Suk-Yeol and Impact on the Korean Financial…
Smartkarma Daily BriefsDecember 5, 2024
Daily Brief Macro: South Korean Parliament Lifts Martial Law Declared by the President Yoon and more
In today’s briefing: South Korean Parliament Lifts Martial Law Declared by the President YoonNovember Themes…
Smartkarma Daily BriefsDecember 4, 2024
In today’s briefing: Crypto Moves #53 – Are Markets Stupid? The 4-Year Bitcoin Cycle Strikes…
Smartkarma Daily BriefsNovember 23, 2024
In today’s briefing: Crypto Moves #52 – Are You Ready for Altcoin Season? Crypto Moves…
Smartkarma Daily BriefsNovember 15, 2024
In today’s briefing: Digital Asset Primer: Part 2 - Foundations, Companies, and Tokens: Strategic Insights…
Smartkarma Daily BriefsOctober 24, 2024
In today’s briefing: Crypto Crisp: Excessive Futures Open Interest Crypto Crisp: Excessive Futures Open InterestBy…
Smartkarma Daily BriefsOctober 23, 2024
In today’s briefing: A Debate on Bittensor | Crypto x AI EventCrypto Moves #48 –…
Smartkarma Daily BriefsOctober 22, 2024
In today’s briefing: Digital Asset Landscape Primer: Part 1 Digital Asset Landscape Primer: Part 1By…
Smartkarma Daily BriefsOctober 17, 2024
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