In today’s briefing: JSR (4185) - Possible Trouble in Arb Land as SUNY/CNSE Files Suit…
Smartkarma Daily BriefsFebruary 6, 2024
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Smartkarma Daily Briefs
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In today’s briefing: Identifying Specific Implementation Plans for Korea's Low-PBR Improvement Policy Identifying Specific Implementation…
Smartkarma Daily BriefsFebruary 3, 2024
In today’s briefing: Identifying Specific Implementation Plans for Korea's Low-PBR Improvement Policy Identifying Specific Implementation…
Smartkarma Daily BriefsFebruary 1, 2024
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Smartkarma Daily BriefsJanuary 31, 2024
In today’s briefing: Identifying Specific Implementation Plans for Korea's Low-PBR Improvement Policy Identifying Specific Implementation…
Smartkarma Daily BriefsJanuary 30, 2024
In today’s briefing: Haier Group to Buy $1.8B Stake in Shanghai RAAS from Grifols –…
Smartkarma Daily BriefsJanuary 25, 2024
In today’s briefing: TSE Action to Implement Management Conscious of Capital Cost and Stock Price…
Smartkarma Daily BriefsJanuary 23, 2024
In today’s briefing: Shinko Electric (6967) Takeover: Changing Break/Gap Risk as Comps GainThe Hunt for…
Smartkarma Daily BriefsJanuary 22, 2024
In today’s briefing: GUPPY's (5127 JP): Medley (4480 JP) Tender Offer at JPY3,250Index Rebalance &…
Smartkarma Daily BriefsJanuary 21, 2024
In today’s briefing: Identifying Specific Implementation Plans for Korea's Low-PBR Improvement PolicyGenetron Holdings (GTH US):…
Smartkarma Daily BriefsJanuary 20, 2024
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Smartkarma Daily BriefsJanuary 19, 2024
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Smartkarma Daily BriefsDecember 20, 2023
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Smartkarma Daily BriefsDecember 19, 2023
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Smartkarma Daily BriefsDecember 18, 2023
In today’s briefing: ECM Weekly (17th Dec 2023) - Toyota, Denso, Mankind, Axis, Merdeka, DOMS,…
Smartkarma Daily BriefsDecember 17, 2023
In today’s briefing: Zozo-Owned Yutori IPO This MonthInox India IPO - Offering Access to a…
Smartkarma Daily BriefsDecember 15, 2023
In today’s briefing: GoTo: Thoughts on the New Tokopedia/TikTok PartnershipDS Dansuk IPO Bookbuilding Results AnalysisIndia…
Smartkarma Daily BriefsDecember 14, 2023
In today’s briefing: Monthly Chinese Express Tracker | Volumes Remain Firm | Domestic Pricing Worsens…
Smartkarma Daily BriefsJanuary 30, 2024
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Smartkarma Daily BriefsJanuary 25, 2024
In today’s briefing: : Robust Organic Traffic Supports Robust Growth : Robust Organic Traffic Supports…
Smartkarma Daily BriefsJanuary 24, 2024
In today’s briefing: China Consumption Weekly: HSI, BYD, Trip.com, Kuaishou, BaiduJapanese Laggard Opportunity #1: Kato…
Smartkarma Daily BriefsJanuary 23, 2024
In today’s briefing: HDFC Bank: An UpdateDickson Concept (113 HK) Update: Trading at 40% Discount…
Smartkarma Daily BriefsJanuary 22, 2024
In today’s briefing: Asian Dividend Gems: Minsheng EducationIBJ (6071) - Aiming to Solidify Its Dominant…
Smartkarma Daily BriefsJanuary 21, 2024
In today’s briefing: Merger Arb Mondays (05 Feb) - Hollysys, JSR, Benesse, Benefit One, Glosel,…
Smartkarma Daily BriefsFebruary 5, 2024
In today’s briefing: Index Rebalance & ETF Flow Recap: N225, ASX, STAR50, NIFTY50, KRX New…
Smartkarma Daily BriefsFebruary 4, 2024
In today’s briefing: Hollysys (HOLI US): ISS/Glass Lewis Should Reverse Their PositionChronic disease management startup…
Smartkarma Daily BriefsFebruary 3, 2024
In today’s briefing: Hollysys (HOLI US): The State of Play111 Inc -Adr (YI) - Thursday,…
Smartkarma Daily BriefsFebruary 2, 2024
In today’s briefing: Advantest (6587) | Testing the Limits of AIFINAL PREDICTIONS: March 2024 Nikkei…
Smartkarma Daily BriefsFebruary 1, 2024
In today’s briefing: Top 10 Stocks in Korea With Highest Net Cash as Percentage of…
Smartkarma Daily BriefsJanuary 31, 2024
In today’s briefing: Bank of Jinzhou (416 HK) To Be Taken PrivateEvergrande's Wind-Up Ruling ImplicationsMixue…
Smartkarma Daily BriefsJanuary 30, 2024
In today’s briefing: HK Connect SOUTHBOUND Flows (To 26 Jan 2024); ETFs and High Div…
Smartkarma Daily BriefsJanuary 29, 2024
In today’s briefing: Mainland Connect NORTHBOUND Flows (To 26 Jan 2024): Decent Net Buying, Buying…
Smartkarma Daily BriefsJanuary 28, 2024
In today’s briefing: Tencent/Netease: Game Approval Accelerates, but Not for Big NamesEQD | HSI Short-Sellers…
Smartkarma Daily BriefsJanuary 27, 2024
In today’s briefing: Alibaba's Share Prices Are Lacking Further Catalysts After Jack Ma and Joe…
Smartkarma Daily BriefsJanuary 26, 2024
In today’s briefing: More Hong Kong Stocks Priced For LiquidationHong Kong: Where Could Shorts Be…
Smartkarma Daily BriefsJanuary 25, 2024
In today’s briefing: JAPAN ACTIVISM: Activist Elliott Takes on Mitsui Fudosan (8801)Isetan-Mitsukoshi (3099) - Good…
Smartkarma Daily BriefsFebruary 6, 2024
In today’s briefing: JSR (4185) - Possible Trouble in Arb Land as SUNY/CNSE Files Suit…
Smartkarma Daily BriefsFebruary 5, 2024
In today’s briefing: Updated Tool for TSE "Mgmt Conscious of Capital Cost/Stock Price" And New…
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In today’s briefing: Avant Group (3836) - Evolutionary Challenges with Software-Driven StrategySimplex Holdings (4373) -…
Smartkarma Daily BriefsFebruary 3, 2024
In today’s briefing: High Conviction 2024 – CyberAgent: All Three Segments on a Road to…
Smartkarma Daily BriefsFebruary 2, 2024
In today’s briefing: Nikkei 225 Index Rebalance Preview (Mar 2024): Update on Ranking, Capping, Funding…
Smartkarma Daily BriefsFebruary 1, 2024
In today’s briefing: KOSPI Superperformance Stocks (2019-2023)What’s next in the Red Sea and Taiwan?USD Liquidity…
Smartkarma Daily BriefsJanuary 10, 2024
In today’s briefing: EM by EM #37: The Taiwan election & the Trade warPortfolio Watch:…
Smartkarma Daily BriefsJanuary 9, 2024
In today’s briefing: 2024 High Conviction Idea: The Case for a Rotation Out of Japan…
Smartkarma Daily BriefsJanuary 8, 2024
In today’s briefing: Regional Economics: Episodic Stresses, Not Prolonged Crises for Asia in 2024China Will…
Smartkarma Daily BriefsJanuary 6, 2024
In today’s briefing: Suez Watch: Massively Rising Container Freight Rates, While Dry Bulk, LNG and…
Smartkarma Daily BriefsJanuary 5, 2024
In today’s briefing: 5 Things We Watch – Freight Rates, Positioning, Liquidity, EUR-flation, GrowthCX Daily:…
Smartkarma Daily BriefsJanuary 4, 2024
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