In today’s briefing: March 2024 Nikkei 225 Rebal - Socionext, Disco and a Consumer Goods…
Smartkarma Daily BriefsNovember 1, 2023
Resources
Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: Japan Post Bank (7182) October TOPIX FFW Upweight Upon UsKDX (8972) -…
Smartkarma Daily BriefsOctober 30, 2023
In today’s briefing: Nikkei 225 Index Rebalance Preview (Mar 2024): Ranking, Capping, Funding & Other…
Smartkarma Daily BriefsOctober 29, 2023
In today’s briefing: Newcrest/Newmont - More Selling on the NCM Means More Buying on NEM,…
Smartkarma Daily BriefsOctober 28, 2023
In today’s briefing: Newcrest/Newmont - More Selling on the NCM Means More Buying on NEM,…
Smartkarma Daily BriefsOctober 27, 2023
In today’s briefing: Index Rebalance & ETF Flow Recap: NKY, ASX, Liontown, J&T Express, JP/IN…
Smartkarma Daily BriefsOctober 22, 2023
In today’s briefing: Vinda (3331 HK): Tanoto Sees The WoodAdvent & CenterBridge/Aareal Bank AG: Delisting…
Smartkarma Daily BriefsOctober 21, 2023
In today’s briefing: Liontown Resources Placement - While Discount Is Wide, It Is at a…
Smartkarma Daily BriefsOctober 20, 2023
In today’s briefing: Shinko Electric (6967) Update - MitCorp In The Mix?ANTA Sports Investor Day…
Smartkarma Daily BriefsOctober 19, 2023
In today’s briefing: Ryoyo (8068) - Ryosan (8140): Recent and Former Activist Targets To MergeNewcrest/Newmont…
Smartkarma Daily BriefsOctober 18, 2023
In today’s briefing: India - Positioning on Some Interesting* NamesJ&T Global Express (1519 HK): Index…
Smartkarma Daily BriefsOctober 17, 2023
Daily Brief ECM: Innovent Biologics Placement – Has Ample Cash but the Discount Is Enticing and more
In today’s briefing: Innovent Biologics Placement - Has Ample Cash but the Discount Is EnticingVNG…
Smartkarma Daily BriefsSeptember 12, 2023
Upcoming APAC Transactions: CompanyCountryIndustryDescriptionBookrunnersASK AutomotiveThe New Delhi-based supplier to motorcycle makers has sought the Indian…
Smartkarma NewswireSeptember 11, 2023
In today’s briefing: TUHU Car IPO: The Investment CaseJ&T Global Express Pre-IPO, Part 4: Read-Through…
Smartkarma Daily BriefsSeptember 11, 2023
In today’s briefing: ECM Weekly (10th Sep 2023) - ARM, VNG, Tuhu, Integral, Doosan, Orora,…
Smartkarma Daily BriefsSeptember 10, 2023
In today’s briefing: SoftBank Group (9984 JP); Arm IPO, Priced for DisappointmentVNG (VinaGame) IPO PreviewTuhu…
Smartkarma Daily BriefsSeptember 9, 2023
In today’s briefing: Tuhu Car Pre-IPO Peer Comp - While It Has Been Loss Making,…
Smartkarma Daily BriefsSeptember 8, 2023
In today’s briefing: Oriental Land: Google Search Signals Potential Miss; Guidance Could Challenge Consensus OptimismChina…
Smartkarma Daily BriefsOctober 24, 2023
In today’s briefing: TSMC. Robust Defence Of Process Technology LeadershipTaiwan Dual Listings Monitor: Sharp Premium…
Smartkarma Daily BriefsOctober 23, 2023
In today’s briefing: China Healthcare Weekly (Oct.20)-Investment Returns on Weight Loss/AD,GLP-1 Gene Therapy,AIM VaccineNovatek (3034.TT):…
Smartkarma Daily BriefsOctober 22, 2023
In today’s briefing: WH Group (288 HK): Potential US Listing Of Smithfield Foods Could Be…
Smartkarma Daily BriefsOctober 21, 2023
In today’s briefing: TSMC (2330.TT;TSM.US): Lukewarm 4Q23F Outlook, and Hope to Experience a Healthy Growth…
Smartkarma Daily BriefsOctober 20, 2023
In today’s briefing: US Masters (URF AU): Almost Too Good To Be TrueBoeing: Turbulent Times…
Smartkarma Daily BriefsOctober 19, 2023
In today’s briefing: Preview AEM Holdings: Loss-Making Quarter Ahead For First Time in 10 YearsSymbio…
Smartkarma Daily BriefsNovember 2, 2023
In today’s briefing: March 2024 Nikkei 225 Rebal - Socionext, Disco and a Consumer Goods…
Smartkarma Daily BriefsNovember 1, 2023
In today’s briefing: BIG Nippon Electric Glass (5214) Buyback, Possibly Offset by Cross-Holder SellingSET50 Index…
Smartkarma Daily BriefsOctober 31, 2023
In today’s briefing: L&F (066970 KS): Index Implications of KOSDAQ to KOSPI TransferKLAC. Bouncing Along…
Smartkarma Daily BriefsOctober 30, 2023
In today’s briefing: Index Rebalance & ETF Flow Recap: KS200, KQ150, Yuanta Div+, LIT, HSCI,…
Smartkarma Daily BriefsOctober 29, 2023
In today’s briefing: Passive Flow Trading Opportunities Emerge from L&F's Transition to KOSPI ListingAlibaba (BABA…
Smartkarma Daily BriefsOctober 28, 2023
In today’s briefing: Alibaba (BABA US): Still One of if Not the Best China Consumer…
Smartkarma Daily BriefsOctober 28, 2023
In today’s briefing: J&T Global Express IPO: Trading DebutLi Ning (2331 HK): Bearish Thesis Playing…
Smartkarma Daily BriefsOctober 27, 2023
In today’s briefing: HSCI Index Rebalance Preview: Tuhu Car in the Driver's Seat; Keep Inc…
Smartkarma Daily BriefsOctober 26, 2023
In today’s briefing: StubWorld: YTL Is Coming Up Cheap; Li Buys More PCCWPop Mart (9992…
Smartkarma Daily BriefsOctober 25, 2023
In today’s briefing: Quiddity A/H Premium Tracker (To Oct20): Volatility Up Further, Wide Spreads Even…
Smartkarma Daily BriefsOctober 24, 2023
In today’s briefing: Topsports (6110 HK): High Dividend Yield Supported By Strong Free Cash FlowCaiNiao…
Smartkarma Daily BriefsOctober 23, 2023
In today’s briefing: Kyocera (6971) And Their $10bn KDDI Stake - Did They Get CorpGov…
Smartkarma Daily BriefsNovember 3, 2023
In today’s briefing: Japan H1 Bank Earnings: Interest/Fees Up, Expenses/Credit Costs Down - Opportunity Abounds,…
Smartkarma Daily BriefsNovember 2, 2023
In today’s briefing: March 2024 Nikkei 225 Rebal - Socionext, Disco and a Consumer Goods…
Smartkarma Daily BriefsNovember 1, 2023
In today’s briefing: BIG Nippon Electric Glass (5214) Buyback, Possibly Offset by Cross-Holder SellingOffensively Low-Priced…
Smartkarma Daily BriefsOctober 31, 2023
In today’s briefing: KDX (8972) - The Kenedix REIT Merger After a Disastrous Index Inclusion…
Smartkarma Daily BriefsOctober 30, 2023
In today’s briefing: Index Rebalance & ETF Flow Recap: KS200, KQ150, Yuanta Div+, LIT, HSCI,…
Smartkarma Daily BriefsOctober 29, 2023
In today’s briefing: China Property - First Signs Of Improvement In Some Cities (Weekly New…
Smartkarma Daily BriefsSeptember 29, 2023
In today’s briefing: 5 Things We Watch – EUR Inflation, Ifo Survey, Swedish CRE, Deposit…
Smartkarma Daily BriefsSeptember 28, 2023
In today’s briefing: Global Liquidity Will Be Hit By Sell-Off in TreasuriesUSDJPY - An Opportunistic…
Smartkarma Daily BriefsSeptember 27, 2023
In today’s briefing: Global Equity Managers Trim EM Underweight, but Remain BearishMacro Nugget: Why the…
Smartkarma Daily BriefsSeptember 26, 2023
In today’s briefing: Is Stagflation in Our Future?BoJ Risks Major Credibility Test, While Fed and…
Smartkarma Daily BriefsSeptember 25, 2023
In today’s briefing: The Weekly Market Monitor – Are Central Banks Finally Breaking Sentiment? The…
Smartkarma Daily BriefsSeptember 24, 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
