In today’s briefing: 7&I (3382 JP) - A York Holdings Deal And Warren Buffett?Sanrio (8136…
Smartkarma Daily BriefsNovember 28, 2024
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Smartkarma Daily Briefs
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In today’s briefing: Kioxia IPO PreviewKansai Electric Power (9503 JP) - Huge Offering Is Smaller…
Smartkarma Daily BriefsNovember 26, 2024
In today’s briefing: Shanghai Henlius Biotech (2696.HK) Privatization Update - These Are the Potential Risks…
Smartkarma Daily BriefsNovember 25, 2024
In today’s briefing: Yuanta/P-Shares Taiwan Div+ ETF Rebalance Preview: 6 Adds, 5 Deletes, Capping, US$3.5bn…
Smartkarma Daily BriefsNovember 24, 2024
In today’s briefing: KEPCO (9503 JP): Index Implications of US$3.5bn Primary + Secondary OfferingHang Seng…
Smartkarma Daily BriefsNovember 23, 2024
In today’s briefing: 7&I (3382 JP) - A York Holdings Deal And Warren Buffett?Vitasoy (345…
Smartkarma Daily BriefsNovember 28, 2024
In today’s briefing: Keisei Elec (9009) - Murakami Stake Causes Pop But the Oppty Is…
Smartkarma Daily BriefsNovember 27, 2024
In today’s briefing: Kansai Electric Power (9503 JP) - Huge Offering Is Smaller Now; Reward/Risk…
Smartkarma Daily BriefsNovember 26, 2024
In today’s briefing: Merger Arb Mondays (25 Nov) - Seven & I, Fuji Soft, ID&EH,…
Smartkarma Daily BriefsNovember 25, 2024
In today’s briefing: HSCEI Index Rebalance: PICC P&C (2328 HK) Replaces Longfor (960 HK)(Mostly) Asia-Pac…
Smartkarma Daily BriefsNovember 24, 2024
In today’s briefing: KOSPI200 Dec24 Rebal: 4 ADDs, 5 DELs, Big ADV on Small StocksDividend…
Smartkarma Daily BriefsNovember 23, 2024
In today’s briefing: Kioxia IPO PreviewWeekly Deals Digest (24 Nov) - SF Holding, FineToday, KEPCO,…
Smartkarma Daily BriefsNovember 24, 2024
In today’s briefing: Cuscal IPO Trading - Valuation Appears Reasonable Cuscal IPO Trading - Valuation…
Smartkarma Daily BriefsNovember 23, 2024
In today’s briefing: Kansai Electric US$3.5bn Deal Updates - Has Delivered a Decent Correction, as…
Smartkarma Daily BriefsNovember 22, 2024
In today’s briefing: FineToday Pre-IPO - The Positives - Established Brands Across Multiple RegionsZinka Logistics…
Smartkarma Daily BriefsNovember 21, 2024
In today’s briefing: SF Holdings A/H Listing - Lower End Looks DigestableKDC REIT Placement -…
Smartkarma Daily BriefsNovember 20, 2024
In today’s briefing: SF Holding Pre-IPO: Deal Goes Live in HK, Company Hopes to Raise…
Smartkarma Daily BriefsNovember 19, 2024
In today’s briefing: Why Is India's Paint Giant Asian Paint Falling?Kioxia Part 2: Financials (Under-Investments,…
Smartkarma Daily BriefsNovember 28, 2024
In today’s briefing: What Is Kioxia? And Should You Bother? Part 1: Why NAND Is…
Smartkarma Daily BriefsNovember 27, 2024
In today’s briefing: The Beat Ideas: Deep Industries- A Hidden Oil & Gas ProxyEoflow: European…
Smartkarma Daily BriefsNovember 26, 2024
In today’s briefing: Travelsky (696): Sleepy GiantTech News This Week: Smartphone, Mediatek, Nvidia, Qualcomm, TSMC,…
Smartkarma Daily BriefsNovember 25, 2024
In today’s briefing: NVIDIA Q3FY25 Growth Story Still On Track But Heed The Flaws In…
Smartkarma Daily BriefsNovember 24, 2024
In today’s briefing: Edwards Lifesciences Corporation: Will The Expansion and Growth of Transcatheter Aortic Valve…
Smartkarma Daily BriefsNovember 23, 2024
In today’s briefing: Kioxia Part 2: Financials (Under-Investments, Razor-Thin FCF), Valuations (Memory Cycle Has Peaked)Taiwan…
Smartkarma Daily BriefsNovember 28, 2024
In today’s briefing: Kioxoa Pre-IPO - The Negatives - Still a Follower of the CycleWhat…
Smartkarma Daily BriefsNovember 27, 2024
In today’s briefing: EQD | Hong Kong Index Options Weekly - HSI and HSCEI2025 High…
Smartkarma Daily BriefsNovember 26, 2024
In today’s briefing: Hang Seng Index (HSI) Rebalance: Still Baby Steps to Get to 100…
Smartkarma Daily BriefsNovember 25, 2024
In today’s briefing: NVIDIA Q3FY25 Growth Story Still On Track But Heed The Flaws In…
Smartkarma Daily BriefsNovember 24, 2024
In today’s briefing: Dividend Tax Cut Decision Scheduled for 25th, Next Monday: Watch Sammy PrefsCuscal…
Smartkarma Daily BriefsNovember 23, 2024
In today’s briefing: Vitasoy (345 HK): Trading Rich As Ng & Yeo Hiap Seng Up…
Smartkarma Daily BriefsNovember 28, 2024
In today’s briefing: SF Holdings A/H Trading - Strong Demand but Is Probably Close to…
Smartkarma Daily BriefsNovember 27, 2024
In today’s briefing: EQD | Hong Kong Single Stock Options WeeklyEQD | Hong Kong Index…
Smartkarma Daily BriefsNovember 26, 2024
In today’s briefing: Henlius (2696 HK): NDRC Approval Should Calm NervesHSTECH Index Rebalance: Midea (300…
Smartkarma Daily BriefsNovember 25, 2024
In today’s briefing: HSCEI Index Rebalance: PICC P&C (2328 HK) Replaces Longfor (960 HK): C3Q24:…
Smartkarma Daily BriefsNovember 24, 2024
In today’s briefing: : Small Differences Here & There but Overall Case Intact : Small…
Smartkarma Daily BriefsNovember 23, 2024
In today’s briefing: 7&I (3382 JP) - A York Holdings Deal And Warren Buffett?HULIC (3003…
Smartkarma Daily BriefsNovember 28, 2024
In today’s briefing: Keisei Elec (9009) - Murakami Stake Causes Pop But the Oppty Is…
Smartkarma Daily BriefsNovember 27, 2024
In today’s briefing: Kansai Electric Power (9503 JP) - Huge Offering Is Smaller Now; Reward/Risk…
Smartkarma Daily BriefsNovember 26, 2024
In today’s briefing: Merger Arb Mondays (25 Nov) - Seven & I, Fuji Soft, ID&EH,…
Smartkarma Daily BriefsNovember 25, 2024
In today’s briefing: Meiji Holdings (2269 JP) Offering - May Approach a 9Yr LowKioxia IPO…
Smartkarma Daily BriefsNovember 24, 2024
In today’s briefing: FineToday (289A JP): Fine In May & June 2025 for Global Index…
Smartkarma Daily BriefsNovember 23, 2024
In today’s briefing: Asian Equities: Be Selective - Focus on The "ROE Winners"Active Global Funds: …
Smartkarma Daily BriefsNovember 27, 2024
In today’s briefing: Here’s What We Told Hedge Funds This Week – and How We’re…
Smartkarma Daily BriefsNovember 26, 2024
In today’s briefing: Trump Trades Remain Intact, but Markets Will Not Offer Total Freedom on…
Smartkarma Daily BriefsNovember 25, 2024
In today’s briefing: Malaysian NR Scene In Sept Nothing To Cheer AboutPositioning Watch – The…
Smartkarma Daily BriefsNovember 23, 2024
In today’s briefing: Asian Equities: In Search of Earnings Estimate UptrendsEM as an Asset Class…
Smartkarma Daily BriefsNovember 22, 2024
In today’s briefing: Trump Watch: Possible U-Turn on Tariffs?Overseas Equity ETFs Surpass Domestic Equity ETFs…
Smartkarma Daily BriefsNovember 21, 2024
In today’s briefing: Crypto Crisp: Up Is Soon The Only WayReawakening The Animal Spirits Crypto…
Smartkarma Daily BriefsOctober 2, 2024
In today’s briefing: Crypto Moves #45 – Crypto’s Future in the 2024 U.S. Election Crypto…
Smartkarma Daily BriefsSeptember 28, 2024
In today’s briefing: Crypto Crisp: The Final Liquidity Crunch, Then Up Only Crypto Crisp: The…
Smartkarma Daily BriefsSeptember 25, 2024
In today’s briefing: Crypto Moves #44 – Ethereum Will Shine Again Crypto Moves #44 –…
Smartkarma Daily BriefsSeptember 21, 2024
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Smartkarma Daily BriefsSeptember 19, 2024
In today’s briefing: Crypto Moves #43 – Trading Crypto on the First U.S. Rate Cut…
Smartkarma Daily BriefsSeptember 14, 2024
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