In today’s briefing: Vinda (3331 HK): Tanoto's Firm OfferA/H Premium Tracker (To 15 Dec 23):…
Smartkarma Daily BriefsDecember 18, 2023
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Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: NASDAQ 100 Index Rebalance: 6 Regular Changes + 1 Adhoc Change; US$37bn…
Smartkarma Daily BriefsDecember 16, 2023
In today’s briefing: Allkem/Livent (AKE AU | LTHM US) Merger Update: MUCH More Than Meets…
Smartkarma Daily BriefsDecember 15, 2023
In today’s briefing: Denso Corp (6902 JP): Potential US$4.6bn Placement & Limited Passive BuyingJIC Consortium…
Smartkarma Daily BriefsDecember 14, 2023
In today’s briefing: Denso Corp Placement - Quick Update - In Better Shape Now, Size…
Smartkarma Daily BriefsDecember 13, 2023
In today’s briefing: Dai-Ichi Life (8750) Proposes a Full Takeover of Benefit One (2412), Overbidding…
Smartkarma Daily BriefsDecember 8, 2023
In today’s briefing: Swire (19 HK / 87 HK) Announces NEW, Bigger, Better BuybackStubWorld: Swire's…
Smartkarma Daily BriefsDecember 7, 2023
In today’s briefing: P.S.Mitsubishi Contruction (1871 JP) - Pro-Ration Expectations UpdateNikkei 225 Index Rebalance Preview…
Smartkarma Daily BriefsDecember 6, 2023
In today’s briefing: Benefit One (2412) - Pro-Ration Expectations UpdateNIFTY200 Momentum30 Index Rebalance Preview: 58%…
Smartkarma Daily BriefsDecember 5, 2023
In today’s briefing: March 2024 Nikkei 225 Rebal - Socionext, Disco, and a Consumer Goods…
Smartkarma Daily BriefsDecember 4, 2023
In today’s briefing: S&P500 Index Rebalance: Calling an UBERJapan Activism: Japan Catalyst Fund Calls Out…
Smartkarma Daily BriefsDecember 3, 2023
In today’s briefing: CARGO Therapeutics IPO Preview: A Promising Pipeline of Next-Gen CAR T-Cell Therapies…
Smartkarma Daily BriefsOctober 28, 2023
In today’s briefing: J&T Global Express IPO: Trading DebutVinfast: New Funding to Support Growth Plans…
Smartkarma Daily BriefsOctober 27, 2023
In today’s briefing: LS Materials IPO PreviewCello World IPO - Strong past Growth but Has…
Smartkarma Daily BriefsOctober 26, 2023
In today’s briefing: Kokusai Electric IPO: Trading DebutWuXi XDC Cayman Pre-IPO - Peer Comparison -…
Smartkarma Daily BriefsOctober 25, 2023
In today’s briefing: Seoul Guarantee Insurance Corp IPO - CancelledKokusai Electric IPO Trading - Decent…
Smartkarma Daily BriefsOctober 24, 2023
In today’s briefing: CaiNiao Smart Logistics Pre-IPO Part 3 | Key Comps, Valuation Multiples |…
Smartkarma Daily BriefsOctober 23, 2023
In today’s briefing: : Solid Companies Starting to Rise from the AshesGUC (3443.TT): Why the…
Smartkarma Daily BriefsDecember 10, 2023
In today’s briefing: KOSAIDO Holdings (7868) - Showcasing Growth Through Competitive AdvantageCerebras. G42 Deal Is…
Smartkarma Daily BriefsDecember 9, 2023
In today’s briefing: Smartkarma Corporate Webinar | Kuaishou: A Leading Short Video Platform & Content…
Smartkarma Daily BriefsDecember 8, 2023
In today’s briefing: 2024 High Conviction Idea - High Beta and Low Risk RecommendationsBYD (1211…
Smartkarma Daily BriefsDecember 7, 2023
In today’s briefing: Shortlist Of 2024 High Conviction Ideas: Income, Value, and Margin of Safety:…
Smartkarma Daily BriefsDecember 6, 2023
In today’s briefing: Fenbi (2469 HK): Beneficiary Of A Weak Job Market In ChinaChina Consumption…
Smartkarma Daily BriefsDecember 5, 2023
In today’s briefing: Link Admin (LNK AU): Mitsubishi UFJ's Bittersweet SchemeLG Display: Announces a Rights…
Smartkarma Daily BriefsDecember 19, 2023
In today’s briefing: Merger Arb Mondays (18 Dec) - Shinko Electric, Benefit One, Toyo, CPMC,…
Smartkarma Daily BriefsDecember 18, 2023
In today’s briefing: Taiwan Tech Weekly: AI Plays Weak Despite Strong Taiwan Tech Market PerformanceEQD…
Smartkarma Daily BriefsDecember 17, 2023
In today’s briefing: XPER: The Sense Behind the Cents XPER: The Sense Behind the CentsBy…
Smartkarma Daily BriefsDecember 16, 2023
In today’s briefing: Shinko Electric (6967) Takeover: Initial Break/Gap Risk AnalysisSea Ltd: TikTok's Tokopedia Deal…
Smartkarma Daily BriefsDecember 15, 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: NASDAQ 100 Index Rebalance: 6 Regular Changes + 1 Adhoc Change; US$37bn…
Smartkarma Daily BriefsDecember 14, 2023
In today’s briefing: CPMC (906 HK): SASAC Usurper?CPMC Holdings (906 HK): Possible Scenarios as ORG…
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: HK Connect SOUTHBOUND Flows (To 8Dec23); CNOOC & China Mobile Both Now…
Smartkarma Daily BriefsDecember 11, 2023
In today’s briefing: Rept Battero IPO: The Bear Case: Solid Companies Starting to Rise from…
Smartkarma Daily BriefsDecember 10, 2023
In today’s briefing: REPT BATTERO Energy IPO - Fastest Growth, Lowest Margins, No Valuation DiscountWeekly…
Smartkarma Daily BriefsDecember 9, 2023
In today’s briefing: JSR (4185) - Deal Approval Unexpectedly Delayed, As ExpectedOriental Land: Approaching the…
Smartkarma Daily BriefsDecember 20, 2023
In today’s briefing: Jade Hopes for Growth Through Reebok as Locondo Slows Jade Hopes for…
Smartkarma Daily BriefsDecember 19, 2023
Daily Brief Japan: Tomony Holdings, Shinko Electric Industries, TSE Tokyo Price Index TOPIX and more
In today’s briefing: Tomony Holdings (8600 JP) - Regional Bank NEW SHARE Issue - Not…
Smartkarma Daily BriefsDecember 18, 2023
In today’s briefing: Weekly Deals Digest (17 Dec) - Benefit One, Shinko Electric, Toyo, CPMC,…
Smartkarma Daily BriefsDecember 17, 2023
In today’s briefing: Global Exchanges – Japan Exchange Is Our 2024 High Conviction CallFuture Human…
Smartkarma Daily BriefsDecember 16, 2023
In today’s briefing: Shinko Electric (6967) Takeover: Initial Break/Gap Risk AnalysisZozo-Owned Yutori IPO This MonthToyo…
Smartkarma Daily BriefsDecember 15, 2023
In today’s briefing: EM by EM #30 Pick-up from King Carry?US Recession Still Likely but…
Smartkarma Daily BriefsNovember 18, 2023
In today’s briefing: Increase in Trading of Inverse ETFs in Korea Post Temporary Ban on…
Smartkarma Daily BriefsNovember 17, 2023
In today’s briefing: Navigating the Crude Oil Crack SpreadPositioning Watch – The Cocktail of Heavy…
Smartkarma Daily BriefsNovember 16, 2023
In today’s briefing: US Inflation: First Take!UK CPI Watch: No Path to 2% Unless Inflation…
Smartkarma Daily BriefsNovember 15, 2023
In today’s briefing: The Week That Was in ASEAN@Smartkarma - Cisarua Mountain Dairy, Sumber Alfaria…
Smartkarma Daily BriefsNovember 14, 2023
In today’s briefing: Steno Signals #73 – An Abysmal Impulse for 2024Extended Fed Policy Pause…
Smartkarma Daily BriefsNovember 13, 2023
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