In today’s briefing: MVIS US Listed Semiconductor 25 Index Rebalance: TSMC Is the Big SellKOSDAQ150…
Smartkarma Daily BriefsDecember 24, 2023
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Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: Allkem+Livent=Arcadium : Expected Index FlowsKOSDAQ150 Index Rebalance Preview: Posco DX Listing TransferArb…
Smartkarma Daily BriefsDecember 22, 2023
In today’s briefing: Allkem/Livent (AKE AU | LTHM US) Merger Of Lithium Equals Has Index…
Smartkarma Daily BriefsDecember 21, 2023
In today’s briefing: Allkem/Livent (AKE AU | LTHM US) Merger Update: MUCH More Than Meets…
Smartkarma Daily BriefsDecember 20, 2023
In today’s briefing: Allkem/Livent Merger Vote Tomorrow: Will Vote Get Past?Yuanta/P-Shares Taiwan Div+ ETF: Day…
Smartkarma Daily BriefsDecember 19, 2023
In today’s briefing: JIC Deal For Shinko Electric Is LIGHT, and There's Room To Complain,…
Smartkarma Daily BriefsDecember 14, 2023
In today’s briefing: Benefit One (2412): M3 Extends For a Full MonthJIC Consortium Possibly In…
Smartkarma Daily BriefsDecember 13, 2023
In today’s briefing: Denso Corp Placement - Quick Update - In Better Shape Now, Size…
Smartkarma Daily BriefsDecember 12, 2023
In today’s briefing: Outsourcing (2427 JP): Bain-Backed Preconditional MBO Tender Offer at JPY1,755TOPIX Inclusions: Who…
Smartkarma Daily BriefsDecember 11, 2023
In today’s briefing: Benefit One (2412 JP): Thoughts on the Potential Minority Offer PriceLast Week…
Smartkarma Daily BriefsDecember 10, 2023
In today’s briefing: Pasona Is Up Bigly. More To ComeEQD | Nikkei 225 WEEKLY AnalysisItausa…
Smartkarma Daily BriefsDecember 9, 2023
In today’s briefing: Midea Group H Share Listing: The Investment CaseVentia Services Group Placement- Coming…
Smartkarma Daily BriefsNovember 3, 2023
In today’s briefing: WuXi XDC IPO: The Bear CaseHonasa Consumer Ltd IPO- Forensic AnalysisASK Automotive…
Smartkarma Daily BriefsNovember 2, 2023
In today’s briefing: Treasury Wine Entitlement Offer - Not as Straightforward as It SoundsWuXi XDC…
Smartkarma Daily BriefsNovember 1, 2023
In today’s briefing: Ecopro Materials IPO - Updated Thoughts on Valuation - Sentiment Has Gotten…
Smartkarma Daily BriefsOctober 31, 2023
In today’s briefing: Cainiao Smart Logistics IPO: The Bear CaseLalatech (货拉拉) Pre-IPO: To Understand Revenue…
Smartkarma Daily BriefsOctober 30, 2023
In today’s briefing: ECM Weekly (29th Oct 2023) - Kokusai, J&T, Midea, Wuxi XDC, Cirrus,…
Smartkarma Daily BriefsOctober 29, 2023
In today’s briefing: Bangladesh Stock Picks | Quarterly Updates | OLYMPI, SQTT, BPMLFedEx (FDX US,…
Smartkarma Daily BriefsDecember 16, 2023
In today’s briefing: Sea Ltd: TikTok's Tokopedia Deal and Lazada's Financial Boost Raise ConcernsTaiwan Dual-Listings…
Smartkarma Daily BriefsDecember 15, 2023
In today’s briefing: China Tourism Group (601888 CH, BUY, TP: CNY106): How to Catch a…
Smartkarma Daily BriefsDecember 14, 2023
In today’s briefing: Money Forward (3394) | A Growth Stock for 2024TSMC's November Revenue Declines…
Smartkarma Daily BriefsDecember 13, 2023
In today’s briefing: Li Ning (2331 HK): Buying A HKD2.2bn Office Building - Now A…
Smartkarma Daily BriefsDecember 12, 2023
In today’s briefing: Trip.com (TCOM US, 9961 HK): Revenue 30% Above Pre-COVID LevelMax Healthcare (MAXHEALTH…
Smartkarma Daily BriefsDecember 11, 2023
In today’s briefing: Index Rebalance & ETF Flow Recap: STAR50, SET50, AMFI, KOSDAQ1502024 High Conviction:…
Smartkarma Daily BriefsDecember 25, 2023
In today’s briefing: HK Connect SOUTHBOUND Flows (To 22Dec23); CNOOC/Energy To The Buy Side; Tencent…
Smartkarma Daily BriefsDecember 24, 2023
In today’s briefing: China Gaming Restrictions 2.0Micron Analysis, Industry Takeaways: Memory Market TAM New Highs…
Smartkarma Daily BriefsDecember 23, 2023
In today’s briefing: Plover Bay (1523 HK): Interesting Net Cash /8% Dividend Yield Play/ With…
Smartkarma Daily BriefsDecember 22, 2023
In today’s briefing: Arb Trading with Stock Rights in Korea: A Basic Guide Featuring LG…
Smartkarma Daily BriefsDecember 21, 2023
In today’s briefing: TSMC Chairman to Retire, + or — Impacts to ShareholdersGaia, Inc. -…
Smartkarma Daily BriefsDecember 20, 2023
In today’s briefing: China East Education (667 HK): Getting More InterestingMorning Views Asia: Yuexiu Property…
Smartkarma Daily BriefsDecember 20, 2023
In today’s briefing: China Consumption Weekly: East Buy, NIO, Tencent, PDD, Alibaba, JD.comMorning Views Asia:…
Smartkarma Daily BriefsDecember 19, 2023
In today’s briefing: A/H Premium Tracker (To 15 Dec 23): Time To Go Long Hs…
Smartkarma Daily BriefsDecember 18, 2023
In today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Sigma Health, Vinda, Outsourcing, Allkem, Costa,…
Smartkarma Daily BriefsDecember 17, 2023
In today’s briefing: StubWorld: LVS To Up Stake In Sands. Melco Back To Square OneVinda…
Smartkarma Daily BriefsDecember 16, 2023
In today’s briefing: Vinda (3331 HK): Tanoto's Firm OfferQuiddity Leaderboard STAR 50 Mar 24: Four…
Smartkarma Daily BriefsDecember 15, 2023
In today’s briefing: IJTT (7315 JP) - Truly Offensive Takeover Price Gets Bumped, OffensivelyJapan -…
Smartkarma Daily BriefsDecember 26, 2023
In today’s briefing: Asics (7936) | Footwear Fallout as Nike's Q2 Sends Sector ShockwavesMerger Arb…
Smartkarma Daily BriefsDecember 25, 2023
In today’s briefing: Last Week in Event SPACE: Benefit One, Hankook, Toyo Construction, Hanwha, Tsuruha,…
Smartkarma Daily BriefsDecember 24, 2023
In today’s briefing: 3Q Follow-Up - MARUKA FURUSATO Corporation (7128 JP) 3Q Follow-Up - MARUKA…
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: Toyo Construction (1890) - Everyone Hits PauseJapan Bumpitrage Potential: T&K Toka, IJTT,…
Smartkarma Daily BriefsDecember 21, 2023
In today’s briefing: CX Daily: China Battles Surge in Respiratory Infections Among Children Portfolio Watch:…
Smartkarma Daily BriefsNovember 25, 2023
In today’s briefing: KOSPI 200 and KOSDAQ 150 Rebalance Additions and Deletions Announced (December 2023)EIA…
Smartkarma Daily BriefsNovember 24, 2023
In today’s briefing: 5 things we watch: IFO, US rates, Earnings revisions, USD & GasolineUSD’o’meter:…
Smartkarma Daily BriefsNovember 23, 2023
In today’s briefing: The Land of Swaying Yen: Will The BoJ Intervene? How Will Yen…
Smartkarma Daily BriefsNovember 22, 2023
In today’s briefing: Charting Beyond the Euro Area HeadlinesThe Week That Was in ASEAN@Smartkarma -…
Smartkarma Daily BriefsNovember 21, 2023
In today’s briefing: Steno Signals #74 – Did King USD Just Break?Fed's Policy Rate Benchmark…
Smartkarma Daily BriefsNovember 20, 2023
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