In today’s briefing: Japan - Increase in Shorts on Some Interesting*** StocksDenso Corp (6902 JP):…
Smartkarma Daily BriefsNovember 30, 2023
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Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: EOFlow (Further) Tests Investor PatienceKWEB Index Rebalance: Fenbi (2469 HK) & YSB…
Smartkarma Daily BriefsNovember 28, 2023
In today’s briefing: Taisho Pharma (4581 JP) - Japan's Newest Biggest MBO; The Price Is…
Smartkarma Daily BriefsNovember 27, 2023
In today’s briefing: CSI300 Index Rebalance Preview: 13 Potential Changes in DecemberCSI500 Index Rebalance Preview:…
Smartkarma Daily BriefsNovember 26, 2023
In today’s briefing: Key Points We Should Know Regarding the Current Status of EOFlowEOFlow (Further)…
Smartkarma Daily BriefsNovember 25, 2023
In today’s briefing: Understanding Extreme SSF Spreads in Korea & Trading ApproachesHSI Dec23 Index Review/Flows…
Smartkarma Daily BriefsNovember 20, 2023
In today’s briefing: Index Rebalance & ETF Flow Recap: FRTIB, Japan, CSI300, CSI500, STAR50, WuXi…
Smartkarma Daily BriefsNovember 19, 2023
In today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-Ride…
Smartkarma Daily BriefsNovember 18, 2023
In today’s briefing: Pasona: The Wrong PriceNew Phase in Korean Short Selling: Immediate Impact of…
Smartkarma Daily BriefsNovember 17, 2023
In today’s briefing: EOFLOW/Medtronic Tender: Trading Suspension Lifted, Now for the Hard PartFRTIB Switches Benchmarks:…
Smartkarma Daily BriefsNovember 16, 2023
In today’s briefing: Big M3 (2413) Partial TOB As Pasona Sells Control of Benefit One…
Smartkarma Daily BriefsNovember 15, 2023
In today’s briefing: ECM Weekly (8th Oct 2023) - Kokusai, J&T Global, Doosan, Cainiao, Ecopro,…
Smartkarma Daily BriefsOctober 8, 2023
In today’s briefing: Barito Renewables IPO Trading - Peers Look More Attractive Instead Barito Renewables…
Smartkarma Daily BriefsOctober 7, 2023
In today’s briefing: Tian Tu Capital IPO Trading - Subscription Rates Were LukewarmEcoeye IPO Valuation…
Smartkarma Daily BriefsOctober 6, 2023
In today’s briefing: StubWorld: NWD (17 HK) Is Cheap. It May Get Cheaper StillDoosan Robotics…
Smartkarma Daily BriefsOctober 5, 2023
In today’s briefing: Vertex Technology's Hybrid ArbEcopro Materials IPO - Peer Comparison - Doesn't Particularly…
Smartkarma Daily BriefsOctober 4, 2023
In today’s briefing: Alibaba Cloud IPO: Regulatory Optimism Amidst Stability ChallengesJSW Infrastructure IPO Trading -…
Smartkarma Daily BriefsOctober 3, 2023
In today’s briefing: Trip.com Q3 Quick Take: Net Inc > Consensus | Progress on Expenses…
Smartkarma Daily BriefsNovember 22, 2023
In today’s briefing: Alibaba: Bull Thesis ShatteredAlibaba (BABA US): Selling at This Valuation Is Last…
Smartkarma Daily BriefsNovember 21, 2023
In today’s briefing: ZTO Express Q3: Margins Plunge Vs Q2 | Abandons Pursuit of Share…
Smartkarma Daily BriefsNovember 20, 2023
In today’s briefing: : The Casualty of Era…Downgrade to SELL: More Sustained Growth Doesn’t Mean…
Smartkarma Daily BriefsNovember 19, 2023
In today’s briefing: Alibaba: Our Take on 2QFY24Shakey's Pizza (PIZZA PM) Concall Q3 2023: Soft,…
Smartkarma Daily BriefsNovember 18, 2023
In today’s briefing: Alibaba (9988 HK): 2Q24, Higher Margin Means Smooth Reorganization, BuySea Ltd (SE…
Smartkarma Daily BriefsNovember 17, 2023
In today’s briefing: Altman Allure at OpenAI: Where the Hunter Gets HuntedSET50 Index Rebalance Preview:…
Smartkarma Daily BriefsDecember 1, 2023
In today’s briefing: SK Square: Drag Along Rights To Be Exercised to Sell 11 Street…
Smartkarma Daily BriefsNovember 30, 2023
In today’s briefing: EduFi raises $6.1m to boost AI-powered lending platformModhaus bags new money to…
Smartkarma Daily BriefsNovember 29, 2023
In today’s briefing: 2024 High Conviction: Buy HollysysStubWorld: Rumoured Interest In PCCW's FibreCNI Semiconductor Chips…
Smartkarma Daily BriefsNovember 28, 2023
In today’s briefing: China Consumption Weekly (27 Nov 2023): Trip.com, Xiaomi, IQiyi, Full Truck, Home…
Smartkarma Daily BriefsNovember 27, 2023
In today’s briefing: CES China Semiconductor Chips Index Rebalance: Another Inclusion for HygonIndex Rebalance &…
Smartkarma Daily BriefsNovember 26, 2023
In today’s briefing: CES China Semiconductor Chips Index Rebalance: Another Inclusion for HygonIndex Rebalance &…
Smartkarma Daily BriefsNovember 26, 2023
In today’s briefing: Cathay Pacific (293 HK, BUY, TP HK$9.90): Inputs from Analyst Briefing: Douyin’s…
Smartkarma Daily BriefsNovember 25, 2023
In today’s briefing: Oriental Watch (398 HK): H1 FY24 Lower than Expectation But A 15%…
Smartkarma Daily BriefsNovember 24, 2023
In today’s briefing: Geely Stalls As ZEEKR Spins OffZeekr Pre-IPO - Thoughts on Valuation2024 High…
Smartkarma Daily BriefsNovember 23, 2023
In today’s briefing: Trip.com Q3 Quick Take: Net Inc > Consensus | Progress on Expenses…
Smartkarma Daily BriefsNovember 22, 2023
In today’s briefing: Alibaba: Bull Thesis ShatteredAlibaba (BABA US): Selling at This Valuation Is Last…
Smartkarma Daily BriefsNovember 21, 2023
In today’s briefing: Japanese Banks – Our Main Thoughts Post 2Q23 ResultsA Company in Japan…
Smartkarma Daily BriefsDecember 2, 2023
In today’s briefing: Denso – Thoughts On The Cross-Holdings Sell-DownItoen Pref (25935 JP) - Big…
Smartkarma Daily BriefsDecember 1, 2023
In today’s briefing: Huge Denso (6902) Secondary Sale by Toyota Group - Admiral Ackbar Says…
Smartkarma Daily BriefsNovember 30, 2023
Daily Brief Japan: Denso Corp, Asahi Group Holdings, ASICS Corp, Kaken Pharmaceutical, AViC and more
In today’s briefing: Denso Corp Placement - Possible Placement by Toyota to Raise US$4.7bnDenso Corp…
Smartkarma Daily BriefsNovember 29, 2023
In today’s briefing: Asahi Group (2502 JP): The Current PlaybookT&K Toka (4636 JP): Bain Decision…
Smartkarma Daily BriefsNovember 28, 2023
In today’s briefing: Asahi Group Placement - Follow Up - Shaping up for a Christmas…
Smartkarma Daily BriefsNovember 27, 2023
In today’s briefing: Japan Watch: Markets Are Unprepared for BoJ ActionThe Week That Was in…
Smartkarma Daily BriefsOctober 31, 2023
In today’s briefing: Fed Not Concerned About Financial Conditions as US Equity Valuations Resemble Late-1990sSteno…
Smartkarma Daily BriefsOctober 30, 2023
In today’s briefing: EUR Inflation Watch: A Dovish Surprise in the Making EUR Inflation Watch:…
Smartkarma Daily BriefsOctober 29, 2023
In today’s briefing: CX Daily: Marriage Loses Its Luster in China Ifo Watch: Signs of…
Smartkarma Daily BriefsOctober 28, 2023
In today’s briefing: The Global Liquidity CycleOut of the Box: Central banks are insolvent. How…
Smartkarma Daily BriefsOctober 27, 2023
In today’s briefing: China Stimulus Update – Centralization of Debt Still Means MORE Debt!CX Daily:…
Smartkarma Daily BriefsOctober 26, 2023
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