In today’s briefing: TSMC. How To Turn Chicken Salad Into Chicken Sh*tJ&T Global Express (1519…
Smartkarma Daily BriefsApril 23, 2024
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Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: HSCEI Index Rebalance Preview: One Change or Two in June?ChiNext/ChiNext50 Index Rebalance…
Smartkarma Daily BriefsApril 21, 2024
In today’s briefing: SSE50 Index Rebalance Preview: 5 Changes and US$2.7bn Round-Trip TradeShinko Electric (6967)…
Smartkarma Daily BriefsApril 20, 2024
In today’s briefing: Shinko Electric (6967) - Break/Gap Risk UpdateJSR (4185) - Deal Done, Now…
Smartkarma Daily BriefsApril 19, 2024
In today’s briefing: Kokusai Elec (6525) - The Much-Anticipated Lockup ExpiryShinko Electric (6967) - Break/Gap…
Smartkarma Daily BriefsApril 18, 2024
In today’s briefing: RMB Dual Counter Trading Is Coming - This Changes AH RelationshipsJardine Cycle…
Smartkarma Daily BriefsApril 23, 2024
In today’s briefing: Significant Developments Emerged Today for Korea's Value-UpMerger Arb Mondays (22 Apr) -…
Smartkarma Daily BriefsApril 22, 2024
In today’s briefing: (Mostly) Asia-Pac M&A: Lynas, Tietto Minerals, JSR, Shinko Electric, TDCXWeekly Deals Digest…
Smartkarma Daily BriefsApril 21, 2024
In today’s briefing: Quiddity Leaderboard S&P 500 June 2024 - Minimal Changes Expected but Intrareview…
Smartkarma Daily BriefsApril 20, 2024
In today’s briefing: Azure Min's (AZS AU)'s "Boost" As Gina Ups Stake in LynasShinko Electric…
Smartkarma Daily BriefsApril 19, 2024
In today’s briefing: Shinko Electric (6967) - Break/Gap Risk UpdateJSR (4185) - Deal Done, Now…
Smartkarma Daily BriefsApril 18, 2024
In today’s briefing: HD Hyundai Marine Solution IPO - Thoughts on ValuationCrizac Pre-IPO TearsheetZongmu Technology…
Smartkarma Daily BriefsApril 5, 2024
In today’s briefing: Kokusai Electric (6525 JP): The US$4.8 Billion Lock up ExpiryHD Hyundai Marine…
Smartkarma Daily BriefsApril 4, 2024
In today’s briefing: HD Hyundai Marine Solutions IPO: Valuation InsightsHorizon Robotics Pre-IPO Tearsheet HD Hyundai…
Smartkarma Daily BriefsApril 3, 2024
In today’s briefing: ECM Weekly (1st Apr 2024) - Shinhan, GlobalWafers, Mankind, Hyundai Marine, Bharti…
Smartkarma Daily BriefsApril 2, 2024
In today’s briefing: HD Hyundai Marine Solutions IPO: The Investment Case HD Hyundai Marine Solutions…
Smartkarma Daily BriefsApril 1, 2024
In today’s briefing: Local Color on HD Hyundai Marine Solution's Excessive IPO ValuationHD Hyundai Marine…
Smartkarma Daily BriefsMarch 29, 2024
In today’s briefing: TSMC Just Provided Substantial Visibility into Their Long-Term Growth Estimate; ASML Adds…
Smartkarma Daily BriefsApril 22, 2024
In today’s briefing: TSMC. How To Turn Chicken Salad Into Chicken Sh*tMarksans Pharma- Forensic AnalysisMedikaloka…
Smartkarma Daily BriefsApril 21, 2024
In today’s briefing: ASML. Maintaining 2024 Guidance Despite Sharp Decline In New BookingsChina Tourism Group…
Smartkarma Daily BriefsApril 20, 2024
In today’s briefing: Perfect Medical: Post Card From HK, Yield of 11.5%What Is TSMC Telling…
Smartkarma Daily BriefsApril 19, 2024
In today’s briefing: 8802 Mitsubishi Estate - Another Play on Japan RE and Office -…
Smartkarma Daily BriefsApril 18, 2024
In today’s briefing: Taiwan Tech Weekly: Apple Suppliers Slump on IPhone; PC Volumes Back to…
Smartkarma Daily BriefsApril 17, 2024
In today’s briefing: Krafton Placement - Stock Has Been Doing Well, Momentum Remains StrongRoland DG…
Smartkarma Daily BriefsApril 23, 2024
In today’s briefing: Merger Arb Mondays (22 Apr) - Shinko, Inageya, C&F Logistics, Hollysys, Azure,…
Smartkarma Daily BriefsApril 22, 2024
In today’s briefing: TSMC. How To Turn Chicken Salad Into Chicken Sh*tWeekly Deals Digest (21…
Smartkarma Daily BriefsApril 21, 2024
In today’s briefing: ASML. Maintaining 2024 Guidance Despite Sharp Decline In New BookingsBraze Inc.: First-Party…
Smartkarma Daily BriefsApril 20, 2024
In today’s briefing: What Is TSMC Telling Us About Semi Supply Chain Stories at Its…
Smartkarma Daily BriefsApril 19, 2024
In today’s briefing: Shinko Electric (6967) - Break/Gap Risk UpdateHollysys (HOLI US): This Is A…
Smartkarma Daily BriefsApril 18, 2024
In today’s briefing: Perfect Medical: Post Card From HK, Yield of 11.5%Upcoming Mobvoi’s Debut: Downsized…
Smartkarma Daily BriefsApril 19, 2024
In today’s briefing: Hang Lung Group: Thoughts On HLP's Scrip DividendHang Lung Properties (101 HK):…
Smartkarma Daily BriefsApril 18, 2024
In today’s briefing: Belle Fashion IPO: The Investment CaseContemporary Amperex Technology (300750 CH) 1Q24 Better…
Smartkarma Daily BriefsApril 17, 2024
In today’s briefing: Baicha Baidao (2555 HK) IPO: Valuation InsightsNongfu Spring (9633 HK): Criticism Not…
Smartkarma Daily BriefsApril 16, 2024
In today’s briefing: Water Oasis (1161 HK)Postage Fraud Case Update: Guilty Plea, Asset Forfeiture, &…
Smartkarma Daily BriefsApril 15, 2024
In today’s briefing: Asian Dividend Gems: Golden Throat HoldingsWeekly Deals Digest (14 Apr) - L'Occitane,…
Smartkarma Daily BriefsApril 14, 2024
In today’s briefing: Roland DG (6789 JP): Taiyo Mulling Three Options or Is It?Investor Activism…
Smartkarma Daily BriefsApril 23, 2024
In today’s briefing: Merger Arb Mondays (22 Apr) - Shinko, Inageya, C&F Logistics, Hollysys, Azure,…
Smartkarma Daily BriefsApril 22, 2024
In today’s briefing: Last Week in Event SPACE: Pasona/Benefit One, Hang Lung Properties, Hollysys, Azure…
Smartkarma Daily BriefsApril 21, 2024
In today’s briefing: Potential Domestic Rate Hike Impacts Highlighted in the BoJ’s Latest Financial System…
Smartkarma Daily BriefsApril 20, 2024
In today’s briefing: Shinko Electric (6967 JP): Widening Spread Is an OpportunityInageya (8182 JP): Share…
Smartkarma Daily BriefsApril 19, 2024
In today’s briefing: Shinko Electric (6967) - Break/Gap Risk UpdateJSR (4185) - Deal Done, Now…
Smartkarma Daily BriefsApril 18, 2024
In today’s briefing: EIA Lifts Price Forecast on Higher Oil Consumption Plus Tighter SupplyIndonesia Economics:…
Smartkarma Daily BriefsApril 12, 2024
In today’s briefing: Will Copper Shine Brighter than Gold?Despite Record Crushing Ascent, Japanese Stocks Remain…
Smartkarma Daily BriefsApril 11, 2024
In today’s briefing: Israel-Iran War Coming?Introduction: Initiation of Coverage in the Materials SectorPositioning Watch –…
Smartkarma Daily BriefsApril 10, 2024
In today’s briefing: Technically Speaking: The Early Bird Gets the Worm, China Retail Buys Hong…
Smartkarma Daily BriefsApril 9, 2024
In today’s briefing: Yen Weakness Not Solely Due to Bank of Japan as Corporates Play…
Smartkarma Daily BriefsApril 8, 2024
In today’s briefing: Out of the Box: 6 Reasons the Fed Will Be Hiking Rates…
Smartkarma Daily BriefsApril 7, 2024
In today’s briefing: Crypto.com, Independent Reserve in Top 5 for Strong AML; Binance Places 42ndThe…
Smartkarma Daily BriefsDecember 2, 2022
In today’s briefing: Wrapped Assets Under Scrutiny Wrapped Assets Under ScrutinyBy KaikoPrice Movements: The stETH discount…
Smartkarma Daily BriefsNovember 29, 2022
In today’s briefing: Zero-Knowledge Rollups Zero-Knowledge RollupsBy EtherbridgeOver the past few weeks, we have covered…
Smartkarma Daily BriefsNovember 28, 2022
In today’s briefing: How to Manage Risk in Crypto How to Manage Risk in CryptoBy…
Smartkarma Daily BriefsNovember 25, 2022
In today’s briefing: Implication for Decentralized Exchange Amid the FTX Collapse – A Case of…
Smartkarma Daily BriefsNovember 22, 2022
In today’s briefing: The 2022 Crypto Debt Crisis The 2022 Crypto Debt CrisisBy EtherbridgeOver the…
Smartkarma Daily BriefsNovember 21, 2022
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