In today’s briefing: Index Rebalance & ETF Flow Recap: N225, ASX, STAR50, NIFTY50, KRX New…
Smartkarma Daily BriefsFebruary 18, 2024
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Smartkarma Daily Briefs
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In today’s briefing: Thai Beverage (THBEV SP): Cheaper than Peers with an Upcoming CatalystToei Animation…
Smartkarma Daily BriefsFebruary 16, 2024
In today’s briefing: Outsourcing (2427) - Earnings Delay Causes ConsternationToei Animation (4816) - Shareholder Selldown…
Smartkarma Daily BriefsFebruary 15, 2024
In today’s briefing: Nikkei 225 Index Rebalance Preview (Mar 2024): Update on Ranking, Capping, Funding…
Smartkarma Daily BriefsFebruary 14, 2024
In today’s briefing: Screen Holdings (7735 JP): Positioning & Potential Passive BuyingRoland DG (6789) -…
Smartkarma Daily BriefsFebruary 13, 2024
In today’s briefing: Hang Seng Index (HSI) Rebalance: Idling at 82 Members; 100 Members in…
Smartkarma Daily BriefsFebruary 18, 2024
In today’s briefing: Emerging Korean Investment Theme: Potential Corporate Defense Mechanisms for Share CancellationsStubWorld: Union…
Smartkarma Daily BriefsFebruary 17, 2024
In today’s briefing: Renesas' Transformative Offer For AltiumOutsourcing (2427) MBO Situation - Checking, and Thinking,…
Smartkarma Daily BriefsFebruary 16, 2024
In today’s briefing: Outsourcing (2427) - Earnings Delay Causes ConsternationJSR (4185) - Updated Information in…
Smartkarma Daily BriefsFebruary 15, 2024
In today’s briefing: GMR Airports Infra (GMRI IN): Flying HighFEB 2024 REBALANCE Index Changes Announced,…
Smartkarma Daily BriefsFebruary 14, 2024
In today’s briefing: Southeast Asia EM: Potential Passive Flows in FebruaryKorea: Surging Share Cancellations in…
Smartkarma Daily BriefsFebruary 13, 2024
In today’s briefing: Ola Electric Mobility Pre-IPO TearsheetOla Electric IPO: The Bear CaseAequitas HK IPOs…
Smartkarma Daily BriefsJanuary 9, 2024
In today’s briefing: Weekly Deals Digest (07 Jan) - Ola Electric, Mixue, Aoki Super, Hollysys,…
Smartkarma Daily BriefsJanuary 8, 2024
In today’s briefing: MIXUE Group IPO: The Investment Case MIXUE Group IPO: The Investment CaseBy…
Smartkarma Daily BriefsJanuary 7, 2024
In today’s briefing: Hyundai Hyms IPO Valuation Analysis Hyundai Hyms IPO Valuation AnalysisBy Douglas Kim…
Smartkarma Daily BriefsJanuary 6, 2024
In today’s briefing: Ola Electric IPO: The Bull CaseCloudbreak Pharma (拨康视云) Pre-IPO: Old Drug, New…
Smartkarma Daily BriefsJanuary 5, 2024
In today’s briefing: Pre-IPO QuantumPharm - Good Stories May Not Be Backed up by Performance…
Smartkarma Daily BriefsJanuary 4, 2024
In today’s briefing: : What It Takes for Us to Be More Positive on BABA?Trend…
Smartkarma Daily BriefsFebruary 17, 2024
Daily Brief Equity Bottom-Up: Itoki (7972) Mammoth Buyback Coming Imminently After 35% Jump and more
In today’s briefing: Itoki (7972) Mammoth Buyback Coming Imminently After 35% JumpIntel: Cyclical Recovery or…
Smartkarma Daily BriefsFebruary 16, 2024
In today’s briefing: Freee: New Invoicing System Helps Onboard Corporate Clients Though Losses WidenStylam Industries…
Smartkarma Daily BriefsFebruary 15, 2024
In today’s briefing: Tod's: Another Cheap Shot at Privatization After Failed Attempt in 2022Douzone Bizon:…
Smartkarma Daily BriefsFebruary 14, 2024
In today’s briefing: Softbank (9984 JP): Relying on Arm Strength and JPY WeaknessRecruit: HR Tech…
Smartkarma Daily BriefsFebruary 13, 2024
In today’s briefing: Cardinal Health: Expanding Acquisitions Portfolio With Specialty Networks & Other Major DriversInternational…
Smartkarma Daily BriefsFebruary 12, 2024
In today’s briefing: : What It Takes for Us to Be More Positive on BABA?Trend…
Smartkarma Daily BriefsFebruary 17, 2024
In today’s briefing: Renesas' Transformative Offer For AltiumSector ETF Rebalancing with Remarkable Price Impact History:…
Smartkarma Daily BriefsFebruary 16, 2024
In today’s briefing: Renesas (6723 JP) To Acquire Altium (ALU AU) In a A$9.1bn DealFreee:…
Smartkarma Daily BriefsFebruary 15, 2024
In today’s briefing: Ansarada Enters Scheme With DatasiteZhejiang Taimei Medical Technology Pre-IPO TearsheetDouzone Bizon: A…
Smartkarma Daily BriefsFebruary 14, 2024
In today’s briefing: Softbank (9984 JP): Relying on Arm Strength and JPY WeaknessA/H Premium Tracker…
Smartkarma Daily BriefsFebruary 13, 2024
In today’s briefing: Roland DG (6789) - Tender Offer by Taiyo Partners - Nice Premium…
Smartkarma Daily BriefsFebruary 12, 2024
In today’s briefing: Mainland Connect NORTHBOUND Flows (To 9 Feb 2024): Decent Net Momo Buying,…
Smartkarma Daily BriefsFebruary 13, 2024
In today’s briefing: China Semi Foundry: Fierce Competition & Sluggish Rebound In Year Of The…
Smartkarma Daily BriefsFebruary 11, 2024
In today’s briefing: Taste Gourmet Q3 2024: Good Performance Cruise Into Q4 with CatalystsCathay Pacific…
Smartkarma Daily BriefsFebruary 10, 2024
In today’s briefing: China ETF Inflows & Impact: Concentrated, Then Diversified; Central Huijin Steps UpTCM…
Smartkarma Daily BriefsFebruary 9, 2024
In today’s briefing: Alibaba (9988 HK): 3Q24, Unimpressive as Expected, But Turning Focus from Margin…
Smartkarma Daily BriefsFebruary 8, 2024
In today’s briefing: L’Occitane (973 HK): Blackstone Pondering an OfferWater Oasis 1161 HK: Gone Ex-Dividend,…
Smartkarma Daily BriefsFebruary 7, 2024
In today’s briefing: Snow Peak (7816) - Nikkei Says Bain to Launch ¥50bn MBO FSA…
Smartkarma Daily BriefsFebruary 18, 2024
Daily Brief Japan: Trend Micro Inc, Daiichi Kigenso Kagaku Kogyo, Kintetsu Department Store and more
In today’s briefing: Trend Micro (4704) - In-Line Announcement Causes Selloff - Hopium Meets ReasonDaiichi…
Smartkarma Daily BriefsFebruary 17, 2024
In today’s briefing: Outsourcing (2427) MBO Situation - Checking, and Thinking, and Noodling, and SpeculatingItoki…
Smartkarma Daily BriefsFebruary 16, 2024
In today’s briefing: Outsourcing (2427) - Earnings Delay Causes ConsternationToei Animation (4816) - Shareholder Selldown…
Smartkarma Daily BriefsFebruary 15, 2024
In today’s briefing: Shareholder Proposals Likely a Focus at 2024 AGM Are ROE, P/B, and…
Smartkarma Daily BriefsFebruary 14, 2024
In today’s briefing: Softbank (9984 JP): Relying on Arm Strength and JPY WeaknessRecruit: HR Tech…
Smartkarma Daily BriefsFebruary 13, 2024
In today’s briefing: Rising Liquidity And The Threat of 5% US Bond Yields29 Reasons to…
Smartkarma Daily BriefsJanuary 22, 2024
In today’s briefing: Pity poor Zara, wild animals, the collapse of Myanmar and those efficient…
Smartkarma Daily BriefsJanuary 21, 2024
In today’s briefing: Mint Macro Roundup: Barring BoJ Intervention, Will Yen to Tank to New…
Smartkarma Daily BriefsJanuary 20, 2024
In today’s briefing: EM by EM #39: All Roads Out of China Lead to Goods…
Smartkarma Daily BriefsJanuary 19, 2024
In today’s briefing: 44% of Korean Stocks Are Trading Below Book Value - FSC Wants…
Smartkarma Daily BriefsJanuary 18, 2024
In today’s briefing: Rising on Geopolitical Tides, Gold Braces for Pressure in 2024Mint Macro Roundup:…
Smartkarma Daily BriefsJanuary 17, 2024
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