In today’s briefing: Allkem + Livent = Arcadium : Updated Expected Index FlowsKRX New Deal…
Smartkarma Daily BriefsJanuary 5, 2024
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Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: JOYY (JOYY US): Rumoured PrivatisationHSCEI Index Rebalance Preview: Zhongsheng (881 HK) Should…
Smartkarma Daily BriefsJanuary 3, 2024
In today’s briefing: JOYY (JOYY US): Rumoured PrivatisationJapan - Increasing Shorts on Some Interesting StocksMerger…
Smartkarma Daily BriefsJanuary 2, 2024
In today’s briefing: Smartkarma Webinar | Top Trade Ideas in European Event-DrivenAllkem/Livent (AKE AU |…
Smartkarma Daily BriefsJanuary 1, 2024
In today’s briefing: KOSDAQ150 Index Rebalance Preview: Posco DX Listing TransferHSTECH Index Rebalance Preview: Tongcheng…
Smartkarma Daily BriefsDecember 31, 2023
In today’s briefing: IJTT (7315 JP) - Truly Offensive Takeover Price Gets Bumped, OffensivelyJapan -…
Smartkarma Daily BriefsDecember 26, 2023
In today’s briefing: A/H Premium Tracker (To 22 Dec 23): Wide Premia Narrow; Narrow Premia…
Smartkarma Daily BriefsDecember 25, 2023
In today’s briefing: Newmont's Upcoming (March 2024) ASX SelldownHK Connect SOUTHBOUND Flows (To 22Dec23); CNOOC/Energy…
Smartkarma Daily BriefsDecember 24, 2023
In today’s briefing: A2B (A2B AU): A$0.60 Fully Franked Divi + A$1.45/Share Offer From ComfortDelGroProbiotec…
Smartkarma Daily BriefsDecember 23, 2023
In today’s briefing: Dai-Ichi Life "Decides" Tender Offer Price and Buyback Price at ¥2,123 and…
Smartkarma Daily BriefsDecember 22, 2023
In today’s briefing: Allkem+Livent=Arcadium : Expected Index FlowsArb Trading with Stock Rights in Korea: A…
Smartkarma Daily BriefsDecember 21, 2023
In today’s briefing: Tata Technologies IPO - Parent and Peer Rally Helps Tata Technologies IPO…
Smartkarma Daily BriefsNovember 18, 2023
In today’s briefing: Asahi Group Placement - Relatively Small One when Compared to Previous Large…
Smartkarma Daily BriefsNovember 17, 2023
In today’s briefing: Tata Technologies IPO: The Investment CaseWuXi XDC Cayman IPO Trading - Strong…
Smartkarma Daily BriefsNovember 16, 2023
In today’s briefing: Ajinomoto Placement - Share Buyback Should Aid Group SellingZEEKR IPO: The Bull…
Smartkarma Daily BriefsNovember 15, 2023
In today’s briefing: Zeekr Pre-IPO - The Positives - Has Been Growing Very Fast While…
Smartkarma Daily BriefsNovember 14, 2023
In today’s briefing: ECM Weekly (12th Nov 2023)-Renesas, Bajaj, Alchip, Hybe, Will, Wuxi, ChaPanda, Chenqi,…
Smartkarma Daily BriefsNovember 12, 2023
In today’s briefing: Shenzhou Intl (2313 HK): Nike Guidance Cut Presents An OpportunityDatamatics Global Services…
Smartkarma Daily BriefsDecember 28, 2023
In today’s briefing: TSMC (2330.TT; TSM.US): The 1Q24F Revenue Outlook and the Progress for Intel,…
Smartkarma Daily BriefsDecember 27, 2023
In today’s briefing: KYEC (2449.TT): The Revenue Outlook Will Be an Upward Pickup in 2024F.Convenience…
Smartkarma Daily BriefsDecember 26, 2023
In today’s briefing: Asics (7936) | Footwear Fallout as Nike's Q2 Sends Sector Shockwaves2024 High…
Smartkarma Daily BriefsDecember 25, 2023
In today’s briefing: MillerKnoll, Inc. - Raising 3Q Estimate; Seeing Strength in Retail MillerKnoll, Inc.…
Smartkarma Daily BriefsDecember 24, 2023
In today’s briefing: China Gaming Restrictions 2.0GoTo Gojek Tokopedia (GOTO IJ) - Plumbing for a…
Smartkarma Daily BriefsDecember 23, 2023
In today’s briefing: Mobileye Profit Warning Is A Harbinger Of Gloom As Q423 Earnings LoomVanguard…
Smartkarma Daily BriefsJanuary 7, 2024
In today’s briefing: UMC (2303.TT; UMC.US): 1Q24F Outlook, the Wafer Demand of MediaTek and Samsung.ATEN:…
Smartkarma Daily BriefsJanuary 6, 2024
In today’s briefing: New Year New NISA Accounts - It's BIG, But Not so BigQuiddity…
Smartkarma Daily BriefsJanuary 5, 2024
In today’s briefing: KRX New Deal Index Rebalance Preview: Changes with Flow & ImpactGap Trades…
Smartkarma Daily BriefsJanuary 4, 2024
In today’s briefing: China Consumption Weekly (1 Jan 2024): Tencent, NetEase, Alibaba, JD.com, PDD China…
Smartkarma Daily BriefsJanuary 2, 2024
In today’s briefing: Nvidia Vs. Taiwan Short Basket: Hedge Working; CES 2024 Likely Positive for…
Smartkarma Daily BriefsJanuary 1, 2024
In today’s briefing: Merger Arb Mondays (01 Jan) - Weiqiao Textile, IRC, IJTT, JSR, Shinko…
Smartkarma Daily BriefsJanuary 1, 2024
In today’s briefing: HK Connect SOUTHBOUND Flows (To 29Dec23); CNOOC & Telcos to the BUY…
Smartkarma Daily BriefsDecember 31, 2023
In today’s briefing: : Overseas E-Commerce Brews New Logistics Players : Overseas E-Commerce Brews New…
Smartkarma Daily BriefsDecember 30, 2023
In today’s briefing: StubWorld: Swire Pac Trading "Rich" As Props Announces Big Write-DownHK CEO &…
Smartkarma Daily BriefsDecember 29, 2023
In today’s briefing: Shenzhou Intl (2313 HK): Nike Guidance Cut Presents An OpportunitySinopharm Group (1099.HK)…
Smartkarma Daily BriefsDecember 28, 2023
In today’s briefing: 2024 High Conviction: Air China (753 HK) - Update on Proposed Share…
Smartkarma Daily BriefsDecember 27, 2023
In today’s briefing: Inabata & Co (8098) - LARGE Equity Secondary Offering by Sumitomo Chemical"Requests"…
Smartkarma Daily BriefsJanuary 8, 2024
In today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Aoki, Kerry Express Thailand, JOYY, Tietto…
Smartkarma Daily BriefsJanuary 7, 2024
In today’s briefing: Aoki Super (9977) MBO at ¥3,800/Share (All-Time High, 15x Forecast FCF)Aoki Super…
Smartkarma Daily BriefsJanuary 6, 2024
In today’s briefing: New Year New NISA Accounts - It's BIG, But Not so BigFast…
Smartkarma Daily BriefsJanuary 5, 2024
In today’s briefing: For Increasing TOBs and MBOs, Managers Should Be Aware of Listing Costs…
Smartkarma Daily BriefsJanuary 4, 2024
In today’s briefing: HS Holdings (8699) - New Year, New Issues So Lots of Value…
Smartkarma Daily BriefsJanuary 3, 2024
In today’s briefing: What Do They Actually Mean by Inflation?EM by EM #33: Early Hikers…
Smartkarma Daily BriefsDecember 8, 2023
In today’s briefing: The Dollar Smile Theory Explains USD Strength Heading Into Final Central Bank…
Smartkarma Daily BriefsDecember 7, 2023
In today’s briefing: Global Liquidity On The Rise: Is This Gold’s (And BitCoin’s) Breakout Moment?FSS…
Smartkarma Daily BriefsDecember 6, 2023
In today’s briefing: Positioning Watch – Everything better turn out the way markets want itSolid…
Smartkarma Daily BriefsDecember 5, 2023
In today’s briefing: The Fate of Quantitative Tightening: Not Solely in the Hands of the…
Smartkarma Daily BriefsDecember 4, 2023
In today’s briefing: Crude Prices Tank Despite OPEC+ Supply Cuts; Brazil to Join OPEC+India: Real…
Smartkarma Daily BriefsDecember 2, 2023
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