In today’s briefing: Keisei Electric (9009) Share Buyback - Interesting Dynamics & OpportunityLi Ning (2331…
Smartkarma Daily BriefsMarch 13, 2024
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Smartkarma Daily Briefs
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In today’s briefing: CSI300 Index Rebalance Preview: Potential Adds Outperforming Despite ETF InflowsDai-Nippon Printing (7912)…
Smartkarma Daily BriefsMarch 11, 2024
In today’s briefing: Index Rebalance & ETF Flow Recap: STAR50/100, FXI, NIFTY/NEXT50, S&P500, KOSPI, Goodman,…
Smartkarma Daily BriefsMarch 10, 2024
In today’s briefing: Oriental Land (4661) Placement by Keisei Rail (9009) Says "That's the Door"Shinko…
Smartkarma Daily BriefsMarch 9, 2024
In today’s briefing: Oriental Land (4661) Placement by Keisei Rail (9009) Says "That's the Door"Sep24…
Smartkarma Daily BriefsMarch 8, 2024
In today’s briefing: Keisei Electric (9009) Share Buyback - Interesting Dynamics & OpportunityLi Ning (2331…
Smartkarma Daily BriefsMarch 13, 2024
In today’s briefing: Nippon Express (9147 JP) - Buying the OverhangCIMC Vehicles (1839 HK): Min…
Smartkarma Daily BriefsMarch 12, 2024
In today’s briefing: Dai-Nippon Printing (7912) - Whoomp There It Is! Part DeuxMV US Listed…
Smartkarma Daily BriefsMarch 11, 2024
In today’s briefing: Index Rebalance & ETF Flow Recap: NKY, ASX, CSI300, A50, STTF, LowVol30,…
Smartkarma Daily BriefsMarch 10, 2024
In today’s briefing: Local Observations on Carlyle's Possible Buyout of Hanon SystemsEureka Group (EGH AU):…
Smartkarma Daily BriefsMarch 9, 2024
In today’s briefing: Oriental Land (4661) Placement by Keisei Rail (9009) Says "That's the Door"JSR…
Smartkarma Daily BriefsMarch 8, 2024
In today’s briefing: ECM Weekly (19th Feb 2024) - Toei Ani, KB Fin, IIF, Trial,…
Smartkarma Daily BriefsFebruary 19, 2024
In today’s briefing: Weekly Deals Digest (18 Feb) - Toei, Outsourcing, YSK, Altium, Ansarada, China…
Smartkarma Daily BriefsFebruary 18, 2024
In today’s briefing: Initial Thoughts on Hyundai Motor India IPOCICC-Backed Chinese Chip Design Firm Fined…
Smartkarma Daily BriefsFebruary 16, 2024
In today’s briefing: Toei Animation (4816) - Shareholder Selldown To Meet Listing Hurdles - Bigly,…
Smartkarma Daily BriefsFebruary 15, 2024
In today’s briefing: APR IPO Book-Building Results AnalysisZhejiang Taimei Medical Technology Pre-IPO TearsheetBharti Hexacom Pre-IPO…
Smartkarma Daily BriefsFebruary 14, 2024
In today’s briefing: Dramatic Growth of SHEIN & Temu Having Noticeable Impact On Segments Outside…
Smartkarma Daily BriefsFebruary 13, 2024
In today’s briefing: Advantest (6857 JP): AI Speculation DiscountedFull Truck Alliance: Strong Q423 Results |…
Smartkarma Daily BriefsMarch 12, 2024
In today’s briefing: Taiwan Tech Weekly: TSMC Surge Leads Taiwan Stocks Higher; Advanced Chip Packaging…
Smartkarma Daily BriefsMarch 11, 2024
In today’s briefing: : Core Business Is Robust While VA Is Expanding FastPC Monitor: Long…
Smartkarma Daily BriefsMarch 10, 2024
In today’s briefing: Copper Is the New "GOLD": India's Rush for Rare MineralsBaidu Inc.: Are…
Smartkarma Daily BriefsMarch 9, 2024
In today’s briefing: JD.com (JD US): Improved Shareholder Return Is KeyChina Vanke: Should Investors Be…
Smartkarma Daily BriefsMarch 8, 2024
In today’s briefing: Hua Hong Semiconductor: AI, EV and New Energy Opportunities at a Leading…
Smartkarma Daily BriefsMarch 7, 2024
In today’s briefing: PAR Tech Taken To Task Group (TSK AU)GlobalWafer GDRs Early Look -…
Smartkarma Daily BriefsMarch 12, 2024
In today’s briefing: MV US Listed Semiconductor 25 Index Rebalance: Over US$1bn to Sell in…
Smartkarma Daily BriefsMarch 11, 2024
In today’s briefing: : Core Business Is Robust While VA Is Expanding FastPC Monitor: Long…
Smartkarma Daily BriefsMarch 10, 2024
In today’s briefing: Astera Labs IPO Valuation Update: Multiples Appear Rich, Limited Post-IPO UpsideBaidu Inc.:…
Smartkarma Daily BriefsMarch 9, 2024
In today’s briefing: Shinko Electric (6967) - Break/Gap Risk Is Considerably Changed NowQuiddity HSCEI Jun…
Smartkarma Daily BriefsMarch 8, 2024
In today’s briefing: Hua Hong Semiconductor: AI, EV and New Energy Opportunities at a Leading…
Smartkarma Daily BriefsMarch 7, 2024
In today’s briefing: JD.com (JD US): Improved Shareholder Return Is KeyChina Vanke: Should Investors Be…
Smartkarma Daily BriefsMarch 8, 2024
In today’s briefing: StubWorld: Troubling Signs For NWD (17 HK)Hua Hong Semiconductor: AI, EV and…
Smartkarma Daily BriefsMarch 7, 2024
In today’s briefing: Tuhu Car Lock-Up Expiry - Would Need Some Selling to Improve Liquidity…
Smartkarma Daily BriefsMarch 6, 2024
In today’s briefing: China Consumption Weekly (4 Mar 2024): Alibaba, Sun Art, Li Auto, Nayuki,…
Smartkarma Daily BriefsMarch 5, 2024
In today’s briefing: HK Connect SOUTHBOUND Flows (To 1 Mar 2024); Continued Big Buys of…
Smartkarma Daily BriefsMarch 4, 2024
In today’s briefing: Index Rebalance & ETF Flow Recap: STAR50/100, FXI, NIFTY/NEXT50, S&P500, KOSPI, Goodman,…
Smartkarma Daily BriefsMarch 3, 2024
In today’s briefing: Keisei Electric (9009) Share Buyback - Interesting Dynamics & OpportunityAsics (7936) |…
Smartkarma Daily BriefsMarch 13, 2024
In today’s briefing: Nippon Express (9147 JP) - Buying the OverhangYaizu Suisankagaku Industry (2812 JP):…
Smartkarma Daily BriefsMarch 12, 2024
In today’s briefing: Dai-Nippon Printing (7912) - Whoomp There It Is! Part DeuxMerger Arb Mondays…
Smartkarma Daily BriefsMarch 11, 2024
In today’s briefing: Index Rebalance & ETF Flow Recap: NKY, ASX, CSI300, A50, STTF, LowVol30,…
Smartkarma Daily BriefsMarch 10, 2024
In today’s briefing: Nippon Express (9147 JP): The Current PlaybookTokyo Electron (8035): Q3 FY03/24 Update3Q…
Smartkarma Daily BriefsMarch 9, 2024
In today’s briefing: Oriental Land (4661) Placement by Keisei Rail (9009) Says "That's the Door"Oriental…
Smartkarma Daily BriefsMarch 8, 2024
In today’s briefing: Positioning Watch – Commodities Are Finally MovingCX Daily: Chinese Pharma Turns to…
Smartkarma Daily BriefsFebruary 28, 2024
In today’s briefing: The Week Ahead – US Core PCE, Euro Area Flash Inflation and…
Smartkarma Daily BriefsFebruary 27, 2024
In today’s briefing: A New Era for Japanese Equities? New Highs Without the Valuation Froth…
Smartkarma Daily BriefsFebruary 26, 2024
In today’s briefing: EUR-flation Watch: A major surprise is needed in February EUR-flation Watch: A…
Smartkarma Daily BriefsFebruary 25, 2024
In today’s briefing: Buildup in US Crude Inventory Slows Amid Expectations of a Pick up…
Smartkarma Daily BriefsFebruary 24, 2024
In today’s briefing: China Watch: Trading the latest rate cut stimulusEA: HICP Median Splits HigherEnergy…
Smartkarma Daily BriefsFebruary 23, 2024
In today’s briefing: The Crypto VC List - 2022 The Crypto VC List - 2022By…
Smartkarma Daily BriefsSeptember 1, 2022
In today’s briefing: Play-to-Earn Play-to-EarnBy EtherbridgeLast week we dived into crypto gaming as we investigated Enjin,…
Smartkarma Daily BriefsAugust 30, 2022
In today’s briefing: Investment Thesis Post-Ethereum 2.0 MergeThe Metaverse for Augmented Reality Investment Thesis Post-Ethereum…
Smartkarma Daily BriefsAugust 25, 2022
In today’s briefing: SG Exchange Gets Nod from MAS to Offer Crypto ServicesNFT Bear Market…
Smartkarma Daily BriefsAugust 24, 2022
In today’s briefing: Sporting Crypto - August 22nd 2022: What if The Worm NFT was…
Smartkarma Daily BriefsAugust 23, 2022
In today’s briefing: Ethereum Merge and Hard Forks- Pinching Pennies in an Efficient MarketWhy I…
Smartkarma Daily BriefsAugust 18, 2022
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