In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsJSR (4185 JP) -…
Smartkarma Daily BriefsMarch 19, 2024
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Smartkarma Daily Briefs
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In today’s briefing: Index Rebalance & ETF Flow Recap: STAR50/100, FXI, NIFTY/NEXT50, S&P500, KOSPI, Goodman,…
Smartkarma Daily BriefsMarch 17, 2024
In today’s briefing: MV Global Junior Gold Miners Index Rebalance: Over US$500m to TradeOutsourcing (2427)…
Smartkarma Daily BriefsMarch 16, 2024
In today’s briefing: Goodman Group (GMG AU): Positioned for OutperformanceOutsourcing (2427) - The OTHER Arb…
Smartkarma Daily BriefsMarch 15, 2024
In today’s briefing: Keisei Electric (9009) Share Buyback - Interesting Dynamics & OpportunityRoland DG (6789)…
Smartkarma Daily BriefsMarch 14, 2024
In today’s briefing: JSR (4185 JP) - Launch of The Official Tender Offer (And the…
Smartkarma Daily BriefsMarch 19, 2024
In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsMerger Arb Mondays (18…
Smartkarma Daily BriefsMarch 18, 2024
In today’s briefing: HK Connect SOUTHBOUND Flows (To 15 Mar 2024); Strong Net Buying on…
Smartkarma Daily BriefsMarch 17, 2024
In today’s briefing: HK CEO & Director Dealings (15 Mar 2024): Sino Land, Hysan, FE…
Smartkarma Daily BriefsMarch 16, 2024
In today’s briefing: Outsourcing (2427) - The OTHER Arb - That One Neat Trick And…
Smartkarma Daily BriefsMarch 15, 2024
In today’s briefing: New Information on Korea Value-Up Index Scoring System & Constituent WeightingRoland DG…
Smartkarma Daily BriefsMarch 14, 2024
In today’s briefing: ECM Weekly (26th Feb 2024) - Trial Holdings, Juniper, Xiaocaiyuan, Union Bank,…
Smartkarma Daily BriefsFebruary 26, 2024
In today’s briefing: Reddit IPO Preview Reddit IPO PreviewBy Douglas Kim Reddit is getting ready…
Smartkarma Daily BriefsFebruary 24, 2024
In today’s briefing: Trial Holdings IPO: The Investment CaseXiaocaiyuan International Holding Pre-IPO - Strong Network…
Smartkarma Daily BriefsFebruary 23, 2024
In today’s briefing: Gree (3632 JP) - Overnight Offering in Asset-Rich Value Trap as KDDI…
Smartkarma Daily BriefsFebruary 22, 2024
In today’s briefing: Juniper Hotels IPO - Looks Somewhat Fairly ValuedOrica Placement - Keeping the…
Smartkarma Daily BriefsFebruary 21, 2024
In today’s briefing: Senko Group (9069 JP) Offering - Banks and Insurers Unwinding Cross-Holdings in…
Smartkarma Daily BriefsFebruary 20, 2024
In today’s briefing: Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding…
Smartkarma Daily BriefsMarch 18, 2024
In today’s briefing: NEC (6701 JP): Generative AI Is the Spark, Not the Driver: Investor…
Smartkarma Daily BriefsMarch 17, 2024
In today’s briefing: Toyota Motors: Investing In Innovation For The Future Of Mobility! - Key…
Smartkarma Daily BriefsMarch 16, 2024
In today’s briefing: Alibaba, Tencent Continue to Tear Down Walls Between Their Meeting Platforms Governance…
Smartkarma Daily BriefsMarch 15, 2024
In today’s briefing: Microsoft Chairman & CEO: AI, Chip Shortage, Empathy, and PoetryCathay Pacific –…
Smartkarma Daily BriefsMarch 14, 2024
In today’s briefing: Li Ning (2331 HK): Update On The Name Given Potential Privatization NewsBYD…
Smartkarma Daily BriefsMarch 13, 2024
In today’s briefing: Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding…
Smartkarma Daily BriefsMarch 18, 2024
In today’s briefing: NEC (6701 JP): Generative AI Is the Spark, Not the DriverHK Connect…
Smartkarma Daily BriefsMarch 17, 2024
In today’s briefing: Astera Labs IPO Valuation AnalysisVanguard (5347.TT): 1Q24F Could Be the Recent Bottom,…
Smartkarma Daily BriefsMarch 16, 2024
In today’s briefing: Alibaba, Tencent Continue to Tear Down Walls Between Their Meeting Platforms Astera…
Smartkarma Daily BriefsMarch 15, 2024
In today’s briefing: New Information on Korea Value-Up Index Scoring System & Constituent WeightingRoland DG…
Smartkarma Daily BriefsMarch 14, 2024
In today’s briefing: KRX's Official SSF/SSO Reshuffle Results: Trading ConsiderationsIMMR: Emerging Valuation3Q Follow-Up - P-Ban.com…
Smartkarma Daily BriefsMarch 13, 2024
In today’s briefing: Quiddity Leaderboard STAR 50 Jun 24: 3 Changes Likely But Some Question…
Smartkarma Daily BriefsMarch 14, 2024
In today’s briefing: Li Ning (2331 HK): Value Trap Play?Li Ning (2331 HK): Evaluating a…
Smartkarma Daily BriefsMarch 13, 2024
In today’s briefing: CIMC Vehicles (1839 HK): Min Acceptance Condition a Risk for the Final…
Smartkarma Daily BriefsMarch 12, 2024
In today’s briefing: WisdomTree Indexes Special Rebalance: ESG Considerations DroppedA/H Premium Tracker (To 8 Mar…
Smartkarma Daily BriefsMarch 11, 2024
In today’s briefing: : Core Business Is Robust While VA Is Expanding FastShifting Its Planned…
Smartkarma Daily BriefsMarch 10, 2024
In today’s briefing: Baidu Inc.: Are Its Investments In Gen AI and LLM Paying Off?…
Smartkarma Daily BriefsMarch 9, 2024
In today’s briefing: JSR (4185 JP) - Launch of The Official Tender Offer (And the…
Smartkarma Daily BriefsMarch 19, 2024
In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsMerger Arb Mondays (18…
Smartkarma Daily BriefsMarch 18, 2024
In today’s briefing: NEC (6701 JP): Generative AI Is the Spark, Not the DriverUpdated Tool…
Smartkarma Daily BriefsMarch 17, 2024
In today’s briefing: Cyber Security Cloud (4493): Full-Year FY12/23 UpdateToyota Motors: Investing In Innovation For…
Smartkarma Daily BriefsMarch 16, 2024
In today’s briefing: Outsourcing (2427) - The OTHER Arb - That One Neat Trick And…
Smartkarma Daily BriefsMarch 15, 2024
In today’s briefing: Roland DG (6789 JP): Brother (6448 JP)’s Unexpected Competing Hostile OfferRoland DG…
Smartkarma Daily BriefsMarch 14, 2024
In today’s briefing: 3 Take-Aways from Li Qiang’s SpeechPositioning Watch – Are the unpopular bets…
Smartkarma Daily BriefsMarch 6, 2024
In today’s briefing: February Themes and Thematic Portfolio ReviewThe Week That Was in ASEAN@Smartkarma -…
Smartkarma Daily BriefsMarch 5, 2024
In today’s briefing: Portfolio Watch: What if We Add a Rate Cut to This Fire..Steno…
Smartkarma Daily BriefsMarch 4, 2024
In today’s briefing: Unexpected Surge in US Crude Oil Stockpile Highlights Inventory DiscrepanciesCX Daily: China’s…
Smartkarma Daily BriefsMarch 2, 2024
In today’s briefing: Hong Kong Dollar Carry Trade and Its Influence on Hong Kong MarketEUR-flation…
Smartkarma Daily BriefsMarch 1, 2024
In today’s briefing: US Rates: Slowly but Surely, Pushing Back the QT Taper TimelineThailand: Aging…
Smartkarma Daily BriefsFebruary 29, 2024
In today’s briefing: It's Merge WeekSporting Crypto - September 12th 2022: NBA Sign Multiyear Sorare…
Smartkarma Daily BriefsSeptember 13, 2022
In today’s briefing: #35 Who cares about The Merge? #35 Who cares about The Merge?By…
Smartkarma Daily BriefsSeptember 7, 2022
In today’s briefing: ETH Open Interest Retraces From All Time Highs ETH Open Interest Retraces…
Smartkarma Daily BriefsSeptember 6, 2022
In today’s briefing: Capturing Opportunities in the Emerging PoS Staking Industry Capturing Opportunities in the…
Smartkarma Daily BriefsSeptember 4, 2022
In today’s briefing: Sell MKR Token- DAO Governance Wars and Centralization Means MKR Token Will…
Smartkarma Daily BriefsSeptember 3, 2022
In today’s briefing: Derivatives Dominate ETH Markets Ahead of Merge Derivatives Dominate ETH Markets Ahead…
Smartkarma Daily BriefsSeptember 2, 2022
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