In today’s briefing: Key Points We Should Know Regarding the Current Status of EOFlowEOFlow (Further)…
Smartkarma Daily BriefsNovember 25, 2023
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Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: Wharf Holdings (4 HK): Improved Liquidity & Passive BuyingJSR (4185) - Time…
Smartkarma Daily BriefsNovember 23, 2023
In today’s briefing: Yuanta/P-Shares Taiwan Div+ ETF Rebalance Preview: 18% One-Way Turnover & US$2.74bn TradeLarge…
Smartkarma Daily BriefsNovember 22, 2023
In today’s briefing: Pasona: The Wrong PriceUnderstanding Extreme SSF Spreads in Korea & Trading ApproachesAlibaba:…
Smartkarma Daily BriefsNovember 21, 2023
In today’s briefing: : The Casualty of Era…Downgrade to SELLSK Square: Two Remaining Credible Options…
Smartkarma Daily BriefsNovember 20, 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: WuXi XDC (2268 HK): Index Inclusion Possibility & TimelinesJapan Best Rescue (2453)…
Smartkarma Daily BriefsNovember 14, 2023
In today’s briefing: Japan - Increase in Shorts on Some Interesting*** StocksKOSPI 200 December Rebalancing:…
Smartkarma Daily BriefsNovember 13, 2023
In today’s briefing: Benesse Holdings (9783 JP): EQT Backed Pre-Conditional MBO Tender Offer at JPY2,600Fujisoft…
Smartkarma Daily BriefsNovember 12, 2023
In today’s briefing: Allkem/Livent Merger: 19th December Shareholder VoteShidax (4837) - Nikkei Scoops MBO (Anncmt…
Smartkarma Daily BriefsNovember 11, 2023
In today’s briefing: Renesas Electronics (6723 JP): INCJ Clean Up; Index Buying Smaller than ExpectedTrend…
Smartkarma Daily BriefsNovember 10, 2023
In today’s briefing: Alibaba Cloud IPO: Regulatory Optimism Amidst Stability ChallengesJSW Infrastructure IPO Trading -…
Smartkarma Daily BriefsOctober 3, 2023
Upcoming APAC Transactions: CompanyCountryIndustryDescriptionBookrunnersASK AutomotiveThe New Delhi-based supplier to motorcycle makers has sought the Indian…
Smartkarma NewswireOctober 2, 2023
In today’s briefing: Kokusai Electric IPO: The Bear CaseWeekly Deals Digest (01 Oct) - Cainiao,…
Smartkarma Daily BriefsOctober 2, 2023
In today’s briefing: ECM Weekly (1st Oct 2023) - Cainiao, J&T, Kokusai, Seoul Guarantee, Ecopro,…
Smartkarma Daily BriefsOctober 1, 2023
In today’s briefing: Shiyue Daotian IPO - PHIP Updates & Quick Thoughts on ValuationEcoeye IPO…
Smartkarma Daily BriefsSeptember 30, 2023
In today’s briefing: Passive Flow Schedule Driven by Local Sector ETFs for Ecopro MaterialsEcopro Materials…
Smartkarma Daily BriefsSeptember 29, 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: Our High Conviction Asia Based Gaming Stocks Signal Buy on the Dip…
Smartkarma Daily BriefsNovember 16, 2023
In today’s briefing: Sea Ltd: A Detour Back to the Land of LossesSingapore Airlines: Supply…
Smartkarma Daily BriefsNovember 15, 2023
In today’s briefing: Ajinomoto (2802) Secondary Offering (Cross-Holder Unwind) Matched Against Large BuybackAppier (4180) |…
Smartkarma Daily BriefsNovember 14, 2023
In today’s briefing: Asics (7936) | Running the NumbersChina Consumption Weekly (13Nov2023): Li Auto, NIO,…
Smartkarma Daily BriefsNovember 13, 2023
In today’s briefing: SMIC (SEHK: 00981; SSE Star Market: 688981): Back to RealityCelltrion (068270 KS):…
Smartkarma Daily BriefsNovember 12, 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: EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-Giving…
Smartkarma Daily BriefsNovember 25, 2023
In today’s briefing: NVIDIA. Another Beat & Raise, Yet Shares Slide. But Why?: Mi14 Success…
Smartkarma Daily BriefsNovember 24, 2023
In today’s briefing: Xiaomi (1810 HK): Outperformance Leads to Passive Selling & Opens Up Trading…
Smartkarma Daily BriefsNovember 23, 2023
In today’s briefing: Hollysys (HOLI US): In Court Today ...Taiwan Top 50 ETF Rebalance: Alchip…
Smartkarma Daily BriefsNovember 22, 2023
In today’s briefing: Alibaba (BABA US): Selling at This Valuation Is Last Thing You WantQuiddity…
Smartkarma Daily BriefsNovember 21, 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: HSI Dec23 Index Review/Flows - Li Auto & Wuxi Apptec IN, No…
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 2QFY24Asian Dividend Gems: Dream InternationalFirst Huawei-Chery EV Ready…
Smartkarma Daily BriefsNovember 18, 2023
In today’s briefing: Alibaba (9988 HK): 2Q24, Higher Margin Means Smooth Reorganization, BuyWuxi XDC: Thoughts…
Smartkarma Daily BriefsNovember 17, 2023
In today’s briefing: FRTIB Switches Benchmarks: +EM/-DM; US$56bn Trade as Asia EM Benefits & HK…
Smartkarma Daily BriefsNovember 16, 2023
In today’s briefing: Asahi Group Placement - Follow Up - Shaping up for a Christmas…
Smartkarma Daily BriefsNovember 27, 2023
In today’s briefing: T&K TOKA (4636 JP): Imminent TOB Launch? Imminent Bump Needed?Investors Will Again…
Smartkarma Daily BriefsNovember 26, 2023
In today’s briefing: Taisho Pharma (4581 JP) - Japan's Newest Biggest MBO; The Price Is…
Smartkarma Daily BriefsNovember 25, 2023
In today’s briefing: CareNet (2150) - Watch the TOPIX Birdy (Smallcap)Aeon and Seven & I…
Smartkarma Daily BriefsNovember 24, 2023
In today’s briefing: JSR (4185) - Time To Fight The FUDJSR Corporation (4185 JP): Risk/Reward…
Smartkarma Daily BriefsNovember 23, 2023
Daily Brief Japan: Asahi Intecc, Panasonic Corp, TSE Tokyo Price Index TOPIX, Kantsu, WILLs and more
In today’s briefing: 2024 High Conviction: Asahi Intecc (7747 JP)- Procedure Volume Recovery to Accelerate…
Smartkarma Daily BriefsNovember 22, 2023
In today’s briefing: China Stimulus Update – Centralization of Debt Still Means MORE Debt!CX Daily:…
Smartkarma Daily BriefsOctober 26, 2023
In today’s briefing: Seeking Shelter in Gold on Rising Geopolitical RisksGreat Game – Calm Before…
Smartkarma Daily BriefsOctober 25, 2023
In today’s briefing: Steno Signals #70 – 10 charts you NEED to monitor in global…
Smartkarma Daily BriefsOctober 24, 2023
In today’s briefing: Central Bank Watch: The Fed has gone from QE to QT to…
Smartkarma Daily BriefsOctober 23, 2023
In today’s briefing: ‘The End of China’ Narrative Is Completely Wrong: Think Liquidity, Think CycleCX…
Smartkarma Daily BriefsOctober 21, 2023
In today’s briefing: Japan: The End of Japanification as Rising Nominal GDP Spurs Virtuous CirclesCX…
Smartkarma Daily BriefsOctober 20, 2023
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