In today’s briefing: Trump Team's Weird Tariff Math - Not Meant to Be NegotiatedBYD (1211…
Smartkarma Daily BriefsApril 7, 2025
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Smartkarma Daily Briefs
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In today’s briefing: Rio Tinto (RIO AU/LN): Shareholders To Vote On Merits Of UnificationKorea Short…
Smartkarma Daily BriefsApril 5, 2025
In today’s briefing: Trump Team's Weird Tariff Math - Not Meant to Be NegotiatedHKBN (1310…
Smartkarma Daily BriefsApril 4, 2025
In today’s briefing: BYD (1211 HK): God's Eye & Potential HSTECH Index InclusionNorthern Star's Acquisition…
Smartkarma Daily BriefsApril 3, 2025
In today’s briefing: BYD (1211 HK): God's Eye & Potential HSTECH Index InclusionT&D Holdings (8795)…
Smartkarma Daily BriefsApril 2, 2025
In today’s briefing: Merger Arb Mondays (07 Apr) - Seven & I, Makino, HKBN, OneConnect,…
Smartkarma Daily BriefsApril 7, 2025
In today’s briefing: SSI Weekly Newsletter: Updates on Liquidia, SpringWorks, Allakos, Acelyrin, SAGA, NZME, Nathan’s,…
Smartkarma Daily BriefsApril 6, 2025
In today’s briefing: Nidec Launches on Makino Milling (6135) - Others Presumably Wait In the…
Smartkarma Daily BriefsApril 5, 2025
In today’s briefing: Trump Team's Weird Tariff Math - Not Meant to Be NegotiatedENN Energy…
Smartkarma Daily BriefsApril 4, 2025
In today’s briefing: Shin Kong (2888 TT)/Taishin (2887 TT) Deal Gets FSC Approval - Still…
Smartkarma Daily BriefsApril 3, 2025
In today’s briefing: T&D Holdings (8795) - A Really Good Look (Divs Up, Big Buyback,…
Smartkarma Daily BriefsApril 2, 2025
In today’s briefing: Pace Digitek Ltd Pre-IPO Tearsheet Pace Digitek Ltd Pre-IPO TearsheetBy Rosita Fernandes…
Smartkarma Daily BriefsApril 5, 2025
In today’s briefing: Clearing up FSS Review of Samsung SDI & Hanwha Aerospace: Watch for…
Smartkarma Daily BriefsApril 4, 2025
In today’s briefing: CATL A/H Listing - Thoughts on A/H PremiumChagee Holdings (CHA US) IPO:…
Smartkarma Daily BriefsApril 3, 2025
In today’s briefing: Wuxi XDC Placement - Following Biologics Playbook, past Deals Have Been MixedSmartStop…
Smartkarma Daily BriefsApril 2, 2025
In today’s briefing: Chagee Holdings Limited (CHA): Peeking at the IPO Prospectus of China's Premium…
Smartkarma Daily BriefsApril 1, 2025
In today’s briefing: ECM Weekly (31st Mar 2025) - Xiaomi, NIO, FCT, Gigabyte, DN Sol,…
Smartkarma Daily BriefsMarch 31, 2025
In today’s briefing: TSMC (2330.TT; TSM.US): Brace Yourself for the US Tariffs!Komeri (8218) Rare, Tariff-Proof…
Smartkarma Daily BriefsApril 7, 2025
In today’s briefing: 20 Korean Stocks That Could Outperform Next 2 Months Amid Tariff War…
Smartkarma Daily BriefsApril 6, 2025
In today’s briefing: Is This Chinese Biotech Going Out of Business?JSW Steel: Low Cost Capacity…
Smartkarma Daily BriefsApril 5, 2025
In today’s briefing: Dream International (1126 HK) FY24 Results and Concall Update: Margins Bounce BackIntel's…
Smartkarma Daily BriefsApril 4, 2025
Daily Brief Equity Bottom-Up: A Pair Trade Between LG Chem (Common) And LG Chem (Preferred) and more
In today’s briefing: A Pair Trade Between LG Chem (Common) And LG Chem (Preferred)HONG KONG…
Smartkarma Daily BriefsApril 3, 2025
In today’s briefing: Fushan Energy (639 HK): Cash 80% of Market Cap, 100% Payout Implies…
Smartkarma Daily BriefsApril 2, 2025
In today’s briefing: TSMC (2330.TT; TSM.US): Brace Yourself for the US Tariffs!Weekly Update (HAVAS, ANGI)…
Smartkarma Daily BriefsApril 7, 2025
In today’s briefing: 20 Korean Stocks That Could Outperform Next 2 Months Amid Tariff War…
Smartkarma Daily BriefsApril 6, 2025
In today’s briefing: Lucror Analytics - Morning Views AsiaBigCommerce’s Targeted B2B Expansion Plan & 5…
Smartkarma Daily BriefsApril 5, 2025
In today’s briefing: HKBN (1310 HK): I Squared Inches Closer to a Competing OfferClearing up…
Smartkarma Daily BriefsApril 4, 2025
In today’s briefing: Nikkei 225 Sep25 Rebal: One ADD, One DELETE Still Probable Unless Kokusai…
Smartkarma Daily BriefsApril 3, 2025
In today’s briefing: FnGuide Semiconductor Top10 Index Rebalance Preview: Just One Change LikelyIntel Vision: Lip…
Smartkarma Daily BriefsApril 2, 2025
In today’s briefing: Chagee Holdings (CHA US) IPO: The Bear CaseHK-Listed Apparel & Footwear Screener:…
Smartkarma Daily BriefsApril 7, 2025
In today’s briefing: China Healthcare Weekly (Apr.6) - SASAC to Encourage SOE M&A, WuXi AppTec…
Smartkarma Daily BriefsApril 6, 2025
In today’s briefing: Is This Chinese Biotech Going Out of Business?Lucror Analytics - Morning Views…
Smartkarma Daily BriefsApril 5, 2025
In today’s briefing: ENN Energy (2688 HK): This Is An AvoidDream International (1126 HK) FY24…
Smartkarma Daily BriefsApril 4, 2025
In today’s briefing: CATL A/H Listing - Thoughts on A/H PremiumHONG KONG ALPHA PORTFOLIO (March…
Smartkarma Daily BriefsApril 3, 2025
In today’s briefing: Skyworth Group (751 HK)'s Latest Partial Buyback. Thoughts On ProrationBYD (1211 HK)…
Smartkarma Daily BriefsApril 2, 2025
In today’s briefing: Merger Arb Mondays (07 Apr) - Seven & I, Makino, HKBN, OneConnect,…
Smartkarma Daily BriefsApril 7, 2025
In today’s briefing: Last Week in Event SPACE: Makino, ENN Energy, Trump Tariffs, HKBN(Mostly) Asia-Pac…
Smartkarma Daily BriefsApril 6, 2025
In today’s briefing: Nidec Launches on Makino Milling (6135) - Others Presumably Wait In the…
Smartkarma Daily BriefsApril 5, 2025
In today’s briefing: Makino Milling Machine (6135 JP): Nidec Launches Its OfferNikkei 225 (NKY INDEX)…
Smartkarma Daily BriefsApril 4, 2025
In today’s briefing: Nikkei 225 Sep25 Rebal: One ADD, One DELETE Still Probable Unless Kokusai…
Smartkarma Daily BriefsApril 3, 2025
In today’s briefing: T&D Holdings (8795) - A Really Good Look (Divs Up, Big Buyback,…
Smartkarma Daily BriefsApril 2, 2025
In today’s briefing: HEW: Yikes, At Tonto Tariff HikesCambodia Reaps Impressive Rubber Export Returns In…
Smartkarma Daily BriefsApril 5, 2025
In today’s briefing: Trump's Reciprocal Tariffs Hit Asia HardUS Tariff Impact EstimatesTRUMP'S TARIFFICATION: The Market's…
Smartkarma Daily BriefsApril 4, 2025
In today’s briefing: Tariff Transition SmoothingGlobal base oils arb outlook: Week of 31 MarchFSS to…
Smartkarma Daily BriefsApril 3, 2025
In today’s briefing: EA Disinflates March’s ExcessHelixtap China Report: Short-term Downward Bias In China Demand…
Smartkarma Daily BriefsApril 2, 2025
In today’s briefing: HEM: Fear of Fear ItselfThe Month Ahead: Key Events in AprilWTI’s Recovery…
Smartkarma Daily BriefsApril 1, 2025
In today’s briefing: EM Stock Rotation: China & HK Stocks Take Centre StageThe Message From…
Smartkarma Daily BriefsMarch 31, 2025
In today’s briefing: Crypto Moves #46 – Better Bull Than Bear Crypto Moves #46 –…
Smartkarma Daily BriefsOctober 5, 2024
In today’s briefing: Market Musings - Reawakening The Animal Spirits Market Musings - Reawakening The…
Smartkarma Daily BriefsOctober 3, 2024
In today’s briefing: Crypto Crisp: Up Is Soon The Only WayReawakening The Animal Spirits Crypto…
Smartkarma Daily BriefsOctober 2, 2024
In today’s briefing: Crypto Moves #45 – Crypto’s Future in the 2024 U.S. Election Crypto…
Smartkarma Daily BriefsSeptember 28, 2024
In today’s briefing: Crypto Crisp: The Final Liquidity Crunch, Then Up Only Crypto Crisp: The…
Smartkarma Daily BriefsSeptember 25, 2024
In today’s briefing: Crypto Moves #44 – Ethereum Will Shine Again Crypto Moves #44 –…
Smartkarma Daily BriefsSeptember 21, 2024
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