In today’s briefing: Index Rebalance & ETF Flow Recap: KS200, KQ150, Yuanta Div+, LIT, HSCI,…
Smartkarma Daily BriefsNovember 19, 2023
Resources
Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: FRTIB Switches Benchmarks: +EM/-DM; US$56bn Trade as Asia EM Benefits & HK…
Smartkarma Daily BriefsNovember 17, 2023
In today’s briefing: Big M3 (2413) Partial TOB As Pasona Sells Control of Benefit One…
Smartkarma Daily BriefsNovember 16, 2023
In today’s briefing: Brilliance China (1114 HK): Driving Back Into Passive PortfoliosBig M3 (2413) Partial…
Smartkarma Daily BriefsNovember 15, 2023
In today’s briefing: Japan - Increase in Shorts on Some Interesting*** StocksHanwha Ocean: Potential Capital…
Smartkarma Daily BriefsNovember 14, 2023
In today’s briefing: Korea Short Sell Ban: Not a Lot Covered on Monday; Shorts Holding…
Smartkarma Daily BriefsNovember 9, 2023
In today’s briefing: Trading Opportunities Targeting Potential ADR Discount Increases from Korea's Short-Selling BanTOPIX Inclusions:…
Smartkarma Daily BriefsNovember 8, 2023
In today’s briefing: Tencent (700 HK): Board Meets Next Week; In-Specie Dividend CandidatesBlock Deal Sale…
Smartkarma Daily BriefsNovember 7, 2023
In today’s briefing: Korea Short Sell Ban: Background, Manipulation, Holdings, Flows, Short Interest, ImplicationsFull Transcript…
Smartkarma Daily BriefsNovember 6, 2023
In today’s briefing: Trading Opportunities from Korea's Sudden Short Selling Ban & Resulting Futures BackwardationLast…
Smartkarma Daily BriefsNovember 5, 2023
In today’s briefing: Exploring Fresh Flow Trading Prospects for SK Square: Targeting Exclusion from KOSPI…
Smartkarma Daily BriefsNovember 4, 2023
In today’s briefing: Kokusai Electric IPO – Don’t Worry, This’ll Be Fine TooCainiao Pre-IPO -…
Smartkarma Daily BriefsSeptember 28, 2023
In today’s briefing: Kokusai Electric IPO: The Bull CaseIDFC First Bank Early Look - Likely…
Smartkarma Daily BriefsSeptember 27, 2023
In today’s briefing: Kokusai Electric Pre-IPO - The Positives - Well Established with High Market…
Smartkarma Daily BriefsSeptember 26, 2023
Upcoming APAC Transactions: CompanyCountryIndustryDescriptionBookrunnersASK AutomotiveThe New Delhi-based supplier to motorcycle makers has sought the Indian…
Smartkarma NewswireSeptember 25, 2023
In today’s briefing: Jyoti CNC Automation Pre-IPO Tearsheet Jyoti CNC Automation Pre-IPO TearsheetBy Ethan Aw…
Smartkarma Daily BriefsSeptember 25, 2023
In today’s briefing: Doosan Robotics Institutional Lockups Breakdown Leaked Pre-Disclosure: Analyzing Flow ScheduleECM Weekly (24th…
Smartkarma Daily BriefsSeptember 24, 2023
In today’s briefing: Renesas Clean-Up Block Trade - Overhang Out of The Way And Time…
Smartkarma Daily BriefsNovember 11, 2023
In today’s briefing: : Li’s MEGA Can Change the MPV LandscapeDuolingo: Rich Valuation and Limited…
Smartkarma Daily BriefsNovember 10, 2023
In today’s briefing: Recruit 2Q: Earnings Further Slows Down; 2H To Be Even More ChallengingSmartkarma…
Smartkarma Daily BriefsNovember 9, 2023
In today’s briefing: DPC Dash (1405 HK): Recipe for MultibaggerNintendo (7974) | Stock Performance Ahead…
Smartkarma Daily BriefsNovember 8, 2023
In today’s briefing: Tencent (700 HK) 3Q23 Earnings Preview: No Concern on EPS Decline, 58%…
Smartkarma Daily BriefsNovember 7, 2023
In today’s briefing: Saizeriya (7581 JP): Best Pick For Asia/China Restaurant SpaceDongfang Electric (1072 HK):…
Smartkarma Daily BriefsNovember 6, 2023
In today’s briefing: Hang Seng Tech Dec23 Index Review/Flows - No Name Changes, Some Big…
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: Tata Technologies IPO - Parent and Peer Rally HelpsYear-End Rally Underway; Many…
Smartkarma Daily BriefsNovember 18, 2023
In today’s briefing: New Phase in Korean Short Selling: Immediate Impact of MM and LP…
Smartkarma Daily BriefsNovember 17, 2023
In today’s briefing: Silicon Wafers. SUMCO Sounds The Alarm As Inventory Continues To ClimbTencent: Domestic…
Smartkarma Daily BriefsNovember 16, 2023
In today’s briefing: CSI500 Index Rebalance Preview: Potential Adds Starting to Close the GapSea Ltd:…
Smartkarma Daily BriefsNovember 15, 2023
In today’s briefing: CSI500 Index Rebalance Preview: Potential Adds Starting to Close the GapZeekr Pre-IPO…
Smartkarma Daily BriefsNovember 15, 2023
In today’s briefing: WuXi XDC (2268 HK): Index Inclusion Possibility & TimelinesZhejiang Expressway (576 HK)…
Smartkarma Daily BriefsNovember 14, 2023
In today’s briefing: China Consumption Weekly (13Nov2023): Li Auto, NIO, Alibaba, Best, Meituan, KEMainland Connect…
Smartkarma Daily BriefsNovember 13, 2023
In today’s briefing: SMIC (SEHK: 00981; SSE Star Market: 688981): Back to RealityChina Healthcare Weekly…
Smartkarma Daily BriefsNovember 12, 2023
In today’s briefing: : International Game and Advertising Drove ResultsSMIC (981.HK): Probably A Double U-Shape…
Smartkarma Daily BriefsNovember 11, 2023
In today’s briefing: IRC Limited (1029 HK): Mandatory Conditional Offer from the ChairmanWuxi XDC IPO:…
Smartkarma Daily BriefsNovember 10, 2023
In today’s briefing: Daito Trust (1878) Doing a ToSTNeT Buyback Which Is NOT a ToSTNeT…
Smartkarma Daily BriefsNovember 21, 2023
In today’s briefing: Alignment of Management and Shareholder Interests Could Be the Beginning of Happiness…
Smartkarma Daily BriefsNovember 20, 2023
In today’s briefing: Furuya Metal (7826 JP) TOPIX Inclusion: Big Impact but Even Bigger OverhangLast…
Smartkarma Daily BriefsNovember 19, 2023
In today’s briefing: Rakuten Bank (5838 JP) Remains a Positive Pick in the Japanese NeobanksAnother…
Smartkarma Daily BriefsNovember 18, 2023
In today’s briefing: Pasona: The Wrong PriceAsahi Group Holdings (2502) Offering - Some Index Demand…
Smartkarma Daily BriefsNovember 17, 2023
In today’s briefing: StubWorld: Pasona's Expanding Cash PileAeon/DCM/Keiyo Deal Changes on DCM TOB for Keiyo…
Smartkarma Daily BriefsNovember 16, 2023
In today’s briefing: EA: Inflation Nearing Local TroughUK: Hawkish Service Resumes5 Things We Watch: BoJ,…
Smartkarma Daily BriefsOctober 19, 2023
In today’s briefing: Yield Curve Steepening: Positioning Across the CurveMake or Break? A Close Examination…
Smartkarma Daily BriefsOctober 18, 2023
In today’s briefing: Steno Signals #69 – The recession playbookPositioning Watch: Seeking Shelter in the…
Smartkarma Daily BriefsOctober 17, 2023
In today’s briefing: Indonesian Strategy - Election Race Hots Up Amidst Profits Recovery3 Reasons Why…
Smartkarma Daily BriefsOctober 16, 2023
In today’s briefing: Global Liquidity: Looking Towards 2024The Weekly Market Monitor – Bad Inflation +…
Smartkarma Daily BriefsOctober 15, 2023
In today’s briefing: EM by EM #25 Lighting the fuse in the Middle East?Credit Growth…
Smartkarma Daily BriefsOctober 14, 2023
Explore our Solutions
Discover how decision-makers utilise the Smartkarma Platform to surface actionable insight, engage top-analysts and subscribe to premium data add-ons
For Institutional Investors & Financial Services
Asset Managers
Private Markets
Investment and Corporate Banking
For Corporate IR & Strategy
Investor Relations
Corporate Strategy & M&A
Marketing & Thought Leadership
