In today’s briefing: IDX30/LQ45/IDX80 Index Rebalance: BIG Flows for Some StocksChiNext/ChiNext50 Index Rebalance Preview: Plenty…
Smartkarma Daily BriefsMay 5, 2024
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Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: Tax-Loss Selling in Australia 2024 - Historical Analysis and A Trade BasketASX200…
Smartkarma Daily BriefsMay 3, 2024
In today’s briefing: Tax-Loss Selling in Australia 2024 - Historical Analysis and A Trade BasketLeading…
Smartkarma Daily BriefsMay 2, 2024
In today’s briefing: IDX30/LQ45/IDX80 Index Rebalance: BIG Flows for Some StocksMay Lockup Release & April…
Smartkarma Daily BriefsMay 1, 2024
In today’s briefing: STAR100 Index Rebalance Preview: 10 Changes as Potential Adds OutperformIndia: Potential Free…
Smartkarma Daily BriefsApril 30, 2024
In today’s briefing: Weekly Deals Digest (05 May) - L'Occitane, C&F Logistics, KFC Japan, Austal,…
Smartkarma Daily BriefsMay 5, 2024
In today’s briefing: Updated Tool (30Apr24) & "Diff File Generator" For TSE "Mgmt Conscious of…
Smartkarma Daily BriefsMay 4, 2024
In today’s briefing: NPS Confirms Reference Portfolio & Risky Assets Upweight: Implications for Value-Up StocksAustal…
Smartkarma Daily BriefsMay 3, 2024
In today’s briefing: JR West (9021 JP) - Shareholder Structure Means Large-Ish Buyback Could Have…
Smartkarma Daily BriefsMay 2, 2024
In today’s briefing: Tax-Loss Selling in Australia 2024 - Historical Analysis and A Trade BasketLeading…
Smartkarma Daily BriefsMay 1, 2024
In today’s briefing: L’Occitane (973 HK): Conditional VGO at HK$34Carlyle Reportedly To Buy KFC Japan…
Smartkarma Daily BriefsApril 30, 2024
In today’s briefing: Upcoming Mobvoi’s Debut: Downsized IPO Despite Hyper-Growth In AIGC Business SegmentAadhar Housing…
Smartkarma Daily BriefsApril 19, 2024
In today’s briefing: Jeil M&S IPO Bookbuilding Results AnalysisCloudchain Pre-IPO - The Negatives - But…
Smartkarma Daily BriefsApril 18, 2024
In today’s briefing: Kokusai Elec (6525) - The Much-Anticipated Lockup ExpiryBelle Fashion IPO: The Investment…
Smartkarma Daily BriefsApril 17, 2024
In today’s briefing: Baicha Baidao (2555 HK) IPO: Valuation InsightsHorizon Robotics IPO Preview: “Journey Together”,…
Smartkarma Daily BriefsApril 16, 2024
In today’s briefing: Postage Fraud Case Update: Guilty Plea, Asset Forfeiture, & Restitution Set at…
Smartkarma Daily BriefsApril 15, 2024
In today’s briefing: Baicha Baidao IPO: The Bear Case Baicha Baidao IPO: The Bear CaseBy…
Smartkarma Daily BriefsApril 13, 2024
In today’s briefing: StubWorld: Stay Long PICC (1339 HK)Multibintang Q1 FY24: Soft Start, Down to…
Smartkarma Daily BriefsMay 4, 2024
In today’s briefing: Bukalapak (BUKA IJ) - Eureka Moment with Better Visibility AheadEarnings Playbook |…
Smartkarma Daily BriefsMay 3, 2024
In today’s briefing: AMD. It's A Marathon, Not A SprintAmazon 1Q'24 UpdatePeptidream (4587 JP): Steadily…
Smartkarma Daily BriefsMay 2, 2024
In today’s briefing: Keisei Electric Rail (9009): For Relative Value TradeHDFC Bank (HDFCB): Looking Beyond…
Smartkarma Daily BriefsMay 1, 2024
In today’s briefing: Fuyao Glass (3606 HK): Global Champion Benefiting From Structural UptrendMonthly Chinese Tourism…
Smartkarma Daily BriefsApril 30, 2024
In today’s briefing: Sumitomo Chemical (4005): Potential Posterchild of Japan's ResurgenceTaiwan Dual-Listings Monitor: TSMC &…
Smartkarma Daily BriefsApril 29, 2024
In today’s briefing: S&P500 Index Rebalance: Bitcoin Miner Is a SPCY AddAlphabet Inc.: Are Its…
Smartkarma Daily BriefsMay 5, 2024
In today’s briefing: Upgrading Emerging Markets to Market Weight; China/Hong Kong Continue to Bottom; Energy…
Smartkarma Daily BriefsMay 4, 2024
In today’s briefing: BABA's Babies: They're All Grown Now! Weibo the Twitter of ChinaKey Insights…
Smartkarma Daily BriefsMay 3, 2024
In today’s briefing: AMD. It's A Marathon, Not A SprintAmazon 1Q'24 UpdateKOSDAQ150 Index Rebalance Preview:…
Smartkarma Daily BriefsMay 2, 2024
In today’s briefing: Tech Supply Chain Tracker (30-Apr-2024): AI server cooling: liquid & air solutionsAlpha…
Smartkarma Daily BriefsMay 1, 2024
In today’s briefing: Mimasu Semiconductor (8155 JP): Shin-Etsu (4063 JP)’s Pre-Conditional Tender OfferTech Supply Chain…
Smartkarma Daily BriefsApril 30, 2024
In today’s briefing: Pre-IPO Ximalaya - The Potential Risks and the OutlookChina Resources Beverage Pre-IPO…
Smartkarma Daily BriefsMay 2, 2024
In today’s briefing: Super Hi International US ADS - Has Been Doing Well but Doesn’t…
Smartkarma Daily BriefsMay 1, 2024
In today’s briefing: L’Occitane (973 HK): Conditional VGO at HK$34L'Occitane (973 HK): Geiger's $34/Share OfferNPN…
Smartkarma Daily BriefsApril 30, 2024
In today’s briefing: Tencent/Netease: Game Approval Rotate to Netease in AprilChina Healthcare Weekly (Apr.28)-TCM Formula…
Smartkarma Daily BriefsApril 29, 2024
In today’s briefing: HK Connect SOUTHBOUND Flows (To 26 Apr 2024); Strong Net Buying on…
Smartkarma Daily BriefsApril 28, 2024
In today’s briefing: Asian Dividend Gems: Eagle Nice International HoldingsTikTok Shop Faces Regulatory Hurdles in…
Smartkarma Daily BriefsApril 27, 2024
In today’s briefing: Last Week in Event SPACE: Aussie Tax-Loss Selling, Austal, West Japan Railway,…
Smartkarma Daily BriefsMay 5, 2024
In today’s briefing: Updated Tool (30Apr24) & "Diff File Generator" For TSE "Mgmt Conscious of…
Smartkarma Daily BriefsMay 4, 2024
In today’s briefing: Daiichi Sankyo (4568 JP) – We like the Focus on Oncology but…
Smartkarma Daily BriefsMay 3, 2024
In today’s briefing: JR West (9021 JP) - Shareholder Structure Means Large-Ish Buyback Could Have…
Smartkarma Daily BriefsMay 2, 2024
In today’s briefing: Keisei Electric Rail (9009): For Relative Value TradeSumitomo Chemical (4005): Up Is…
Smartkarma Daily BriefsMay 1, 2024
In today’s briefing: Carlyle Reportedly To Buy KFC Japan (9873) From MitCorp (8058) - Deal…
Smartkarma Daily BriefsApril 30, 2024
In today’s briefing: Active GEM Funds: Extremes in Positioning & MomentumUS Benign This Year: Trade…
Smartkarma Daily BriefsApril 25, 2024
In today’s briefing: Back Testing the End of Mandatory Lock-Up Periods Monthly Data in KoreaAsian…
Smartkarma Daily BriefsApril 24, 2024
In today’s briefing: Fund Managers Are Long Commodities AgainGlobal FX: A Strong Dollar Is Not…
Smartkarma Daily BriefsApril 23, 2024
In today’s briefing: Are We In For A 1970s Style Inflation Revival?What's Bothering the U.S.…
Smartkarma Daily BriefsApril 22, 2024
In today’s briefing: Macro Overview: A Review of Recent Events Impacting Our Investment Themes Macro…
Smartkarma Daily BriefsApril 21, 2024
In today’s briefing: The Liquidity ‘Air Pocket’: A Short Update After US Tax Filing-WeekGlobal Funds…
Smartkarma Daily BriefsApril 20, 2024
In today’s briefing: A Look at Gemini USD A Look at Gemini USDBy KaikoThe fall…
Smartkarma Daily BriefsJanuary 6, 2023
In today’s briefing: The True Meaning of Liquidity The True Meaning of LiquidityBy KaikoLiquidity is…
Smartkarma Daily BriefsJanuary 3, 2023
In today’s briefing: The 10 Defining Market Events of 2022 The 10 Defining Market Events…
Smartkarma Daily BriefsDecember 27, 2022
In today’s briefing: Smartkarma Webinar | Is There Still Hope for Crypto in 2023?Developing Economies:…
Smartkarma Daily BriefsDecember 23, 2022
In today’s briefing: Binance Volume Recovers Despite Mass Outflows Binance Volume Recovers Despite Mass OutflowsBy…
Smartkarma Daily BriefsDecember 20, 2022
In today’s briefing: A Comparison of Aave and Compound A Comparison of Aave and CompoundBy…
Smartkarma Daily BriefsDecember 16, 2022
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