In today’s briefing: Identifying Specific Implementation Plans for Korea's Low-PBR Improvement Policy Identifying Specific Implementation…
Smartkarma Daily BriefsJanuary 30, 2024
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Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: CSI300 Index Rebalance Preview: A Dozen Changes for JuneAPAC Insurers Series (#4):…
Smartkarma Daily BriefsJanuary 28, 2024
In today’s briefing: Haier Group to Buy $1.8B Stake in Shanghai RAAS from Grifols –…
Smartkarma Daily BriefsJanuary 26, 2024
In today’s briefing: Kasumigaseki Capital (3498 JP) - An Offering Worth Examining Kasumigaseki Capital (3498…
Smartkarma Daily BriefsJanuary 25, 2024
In today’s briefing: TSE Action to Implement Management Conscious of Capital Cost and Stock Price…
Smartkarma Daily BriefsJanuary 24, 2024
In today’s briefing: Bud APAC (1876 HK): Nursing a Hangover; Now Comes a Passive OverhangSpotting…
Smartkarma Daily BriefsJanuary 19, 2024
In today’s briefing: TOPIX Jan FFW Change - Visional (4194), Anycolor (5032), Furuya Metal (7826)Weiqiao…
Smartkarma Daily BriefsJanuary 18, 2024
In today’s briefing: Benefit One (2412): The Plot Thickens40 Names for Dividend Arbitrage in 1Q,…
Smartkarma Daily BriefsJanuary 17, 2024
In today’s briefing: Zhejiang Expressway (576 HK): Life In The (Too) Fast LaneS&P/ASX Index Rebalance…
Smartkarma Daily BriefsJanuary 16, 2024
In today’s briefing: Fuji Soft (9749) - Much Better Governance Process But The Stock Has…
Smartkarma Daily BriefsJanuary 15, 2024
In today’s briefing: Fuji Soft (9749 JP): A Potential Privatisation Faces ChallengesIndex Rebalance & ETF…
Smartkarma Daily BriefsJanuary 14, 2024
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: Denso (6902 JP): The Current PlaybookREPT BATTERO IPO Preview and Valuation Analysis:…
Smartkarma Daily BriefsDecember 13, 2023
In today’s briefing: Rept Battero IPO: Valuation InsightsDOMS Industries Ltd IPO- Forensic AnalysisMankind Pharma Placement…
Smartkarma Daily BriefsDecember 12, 2023
In today’s briefing: SHEIN Versus Amazon: Our Online Shopping Adventure In Pursuit Of Ultra-Cheap Holiday…
Smartkarma Daily BriefsDecember 11, 2023
In today’s briefing: Rept Battero IPO: The Bear CaseRecap of Our IPO Research in 2023ECM…
Smartkarma Daily BriefsDecember 10, 2023
In today’s briefing: Kasumigaseki Capital (3498 JP) - An Offering Worth ExaminingREPT BATTERO Energy IPO…
Smartkarma Daily BriefsDecember 9, 2023
In today’s briefing: Asian Dividend Gems: Minsheng EducationIBJ (6071) - Aiming to Solidify Its Dominant…
Smartkarma Daily BriefsJanuary 21, 2024
In today’s briefing: TSMC. Roaring Into Year Of The DragonDai-Ichi Life Holdings - 4 Quarters…
Smartkarma Daily BriefsJanuary 20, 2024
In today’s briefing: What Stories TSMC Investor Conference Telling Us About Customers, Supply Chains, and…
Smartkarma Daily BriefsJanuary 19, 2024
In today’s briefing: AEM: When Inventory Fell off the Truck On the Way to Penang...Taiwan…
Smartkarma Daily BriefsJanuary 18, 2024
Daily Brief Equity Bottom-Up: GlobalWafers (6488.TT): 1Q24F Outlook Could Be a Bit Downside and more
In today’s briefing: GlobalWafers (6488.TT): 1Q24F Outlook Could Be a Bit Downside, but 2Q24F Could…
Smartkarma Daily BriefsJanuary 17, 2024
In today’s briefing: PT Avia Avian (AVIA IJ) - A More Glossy FuturePinduoduo (PDD US):…
Smartkarma Daily BriefsJanuary 16, 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: Japan Activism - Bumpity Bumpity - Lowball Macnica Bid for Glosel (9995)…
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: Intel Ruins The Rally With Its Gloomy Guide(Mostly) Asia-Pac Weekly Risk Arb…
Smartkarma Daily BriefsJanuary 28, 2024
In today’s briefing: Tencent/Netease: Game Approval Accelerates, but Not for Big NamesHollysys (HOLI US): Glass…
Smartkarma Daily BriefsJanuary 27, 2024
In today’s briefing: Renesas (6723 JP) ANOTHER Clean-Up Block Trade as Hitachi/NEC ExitRenesas Electronics (6723…
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: Weiqiao Textile (2698 HK): Vote on 8 MarchSSE50 Index Rebalance Preview: Financials…
Smartkarma Daily BriefsJanuary 24, 2024
In today’s briefing: CSI500 Index Rebalance Preview: High Turnover & Big FlowChina Consumption Weekly: HSI,…
Smartkarma Daily BriefsJanuary 23, 2024
In today’s briefing: Ping An A/H Premium: Blow Out Could Lead to Sharp ReversalA/H Premium…
Smartkarma Daily BriefsJanuary 22, 2024
In today’s briefing: Asian Dividend Gems: Minsheng EducationIndex Rebalance & ETF Flow Recap: ASX, KS200,…
Smartkarma Daily BriefsJanuary 21, 2024
In today’s briefing: Genetron Holdings (GTH US): Clear DiagnosisCountry Garden Pledges to Deliver More Than…
Smartkarma Daily BriefsJanuary 20, 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: Canon (7751) - OK 2023 Results, Better Guidance, Bigger, Longer, Slower BuybackTo…
Smartkarma Daily BriefsJanuary 31, 2024
In today’s briefing: Aeon (8267) Wants To Buy a Bigger Stake in Tsuruha (3391); What…
Smartkarma Daily BriefsJanuary 30, 2024
In today’s briefing: Merger Arb Mondays (29 Jan) - Shinko, JSR, Payroll, T&K Toka, Weiqiao,…
Smartkarma Daily BriefsJanuary 29, 2024
In today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Newmark, Payroll, Orecorp, Weiqiao, Mandala Multi,…
Smartkarma Daily BriefsJanuary 28, 2024
In today’s briefing: JAPAN ACTIVISM: Murakami-San Goes Substantial on Pacific Metals (5541).... Again JAPAN ACTIVISM: …
Smartkarma Daily BriefsJanuary 27, 2024
In today’s briefing: 5 Things We Watch – Freight Rates, Positioning, Liquidity, EUR-flation, GrowthCX Daily:…
Smartkarma Daily BriefsJanuary 4, 2024
In today’s briefing: Charting Beyond the Near-Term Fed PauseCommodities Going Into 2024 & Our Biggest…
Smartkarma Daily BriefsJanuary 3, 2024
In today’s briefing: Energy Cable #51: Tensions Increasing Fast in the Red SeaWhat the Politics…
Smartkarma Daily BriefsJanuary 2, 2024
In today’s briefing: China Property And The Demand For Commodities PuzzleSaudi Arabia Special Report: A…
Smartkarma Daily BriefsJanuary 1, 2024
In today’s briefing: Part Four: The Sharply Slowing UK EconomyChina Property: 2023 In Word Frequency…
Smartkarma Daily BriefsDecember 31, 2023
In today’s briefing: EM by EM #36: What Goldman got wrong about China in 2023:…
Smartkarma Daily BriefsDecember 30, 2023
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