Macro and Cross Asset Strategy Weekly Top Ten Macro and Cross Asset Strategy – Dec 24, 2023 1. The 2024 Liquidity BOOM?By Michael J. Howell, CrossBorder Capital US policy makers signal the…Smartkarma ContentDecember 24, 2023
Macro and Cross Asset Strategy Weekly Top Ten Macro and Cross Asset Strategy – Dec 17, 2023 1. 2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong…Smartkarma ContentDecember 17, 2023
Macro and Cross Asset Strategy Weekly Top Ten Macro and Cross Asset Strategy – Dec 10, 2023 1. Global Liquidity On The Rise: Is This Gold’s (And BitCoin’s) Breakout Moment?By Michael J.…Smartkarma ContentDecember 10, 2023
Macro and Cross Asset Strategy Weekly Top Ten Macro and Cross Asset Strategy – Dec 3, 2023 1. The US Fed May Find It Hard NOT to Cut Rates in 2024By Michael…Smartkarma ContentDecember 3, 2023
Macro and Cross Asset Strategy Weekly Top Ten Macro and Cross Asset Strategy – Nov 26, 2023 1. Steno Signals #74 – Did King USD Just Break?By Andreas Steno, Steno ResearchThe sharp…Smartkarma ContentNovember 26, 2023
Macro and Cross Asset Strategy Weekly Top Ten Macro and Cross Asset Strategy – Nov 19, 2023 1. Increase in Trading of Inverse ETFs in Korea Post Temporary Ban on Stocks Short…Smartkarma ContentNovember 19, 2023
Tech Hardware and Semiconductor Weekly Top Ten Tech Hardware and Semiconductor – Dec 24, 2023 1. TSMC Chairman to Retire, + or — Impacts to ShareholdersBy Andrew Lu Chairman 69…Smartkarma ContentDecember 24, 2023
Tech Hardware and Semiconductor Weekly Top Ten Tech Hardware and Semiconductor – Dec 17, 2023 1. TSMC's November Revenue Declines 15.3% MoM.By William Keating, Ingenuity Revenue for November 2023 was…Smartkarma ContentDecember 17, 2023
Tech Hardware and Semiconductor Weekly Top Ten Tech Hardware and Semiconductor – Dec 10, 2023 1. Taiwan Tech Weekly: TSMC Extending Lead Vs. Samsung with 3nm Tech; Hon Hai Result…Smartkarma ContentDecember 10, 2023
Tech Hardware and Semiconductor Weekly Top Ten Tech Hardware and Semiconductor – Dec 3, 2023 1. Semiconductors. The Downturn Is Over. Or Is It?By William Keating, Ingenuity Global semiconductor sales…Smartkarma ContentDecember 3, 2023
Tech Hardware and Semiconductor Weekly Top Ten Tech Hardware and Semiconductor – Nov 26, 2023 1. As Expected from Our Earlier BOM/CoWoS Analysis, Consensus to Raise Nvidia Estimates InevitablyBy Andrew…Smartkarma ContentNovember 26, 2023
Tech Hardware and Semiconductor Weekly Top Ten Tech Hardware and Semiconductor – Nov 19, 2023 1. Taiwan Dual Listings Monitor: TSMC ADR Spread at Decent Short Level; UMC ADR Short…Smartkarma ContentNovember 19, 2023
Event-Driven and Index Rebalance Weekly Top Ten Event-Driven and Index Rebalance – Dec 24, 2023 1. Allkem+Livent=Arcadium : Expected Index FlowsBy Travis Lundy, Quiddity Advisors Yesterday during the day, Allkem…Smartkarma ContentDecember 24, 2023
Event-Driven and Index Rebalance Weekly Top Ten Event-Driven and Index Rebalance – Dec 17, 2023 1. JIC Consortium Possibly In Line to Win Shinko At "¥800bn", Which Makes You Go…Smartkarma ContentDecember 17, 2023
Event-Driven and Index Rebalance Weekly Top Ten Event-Driven and Index Rebalance – Dec 10, 2023 1. Dai-Ichi Life (8750) Proposes a Full Takeover of Benefit One (2412), Overbidding M3By Travis…Smartkarma ContentDecember 10, 2023
Event-Driven and Index Rebalance Weekly Top Ten Event-Driven and Index Rebalance – Dec 3, 2023 1. KWEB Index Rebalance: Fenbi (2469 HK) & YSB (9885 HK) AddedBy Brian Freitas, Periscope…Smartkarma ContentDecember 3, 2023
Event-Driven and Index Rebalance Weekly Top Ten Event-Driven and Index Rebalance – Nov 26, 2023 1. JSR (4185) - Time To Fight The FUDBy Travis Lundy, Quiddity Advisors Many months…Smartkarma ContentNovember 26, 2023
Event-Driven and Index Rebalance Weekly Top Ten Event-Driven and Index Rebalance – Nov 19, 2023 1. Big M3 (2413) Partial TOB As Pasona Sells Control of Benefit One (2412): Really…Smartkarma ContentNovember 19, 2023
Equity Capital Markets Weekly Top Ten Equity Capital Markets – Dec 24, 2023 1. 2024 IPOs Pipeline Worldwide (Top 100 Companies)By Douglas Kim This is our 5th annual…Smartkarma ContentDecember 24, 2023
Equity Capital Markets Weekly Top Ten Equity Capital Markets – Dec 17, 2023 1. Denso (6902 JP): The Current PlaybookBy Arun George, Global Equity Research Ltd Since the…Smartkarma ContentDecember 17, 2023
Equity Capital Markets Weekly Top Ten Equity Capital Markets – Dec 10, 2023 1. Rakuten Bank (5838 JP) Overnight Offering at a Fat DiscountBy Travis Lundy, Quiddity Advisors…Smartkarma ContentDecember 10, 2023
Equity Capital Markets Weekly Top Ten Equity Capital Markets – Dec 3, 2023 1. Denso Offering, Buyback, and New Cross-Holding Reduction Policy - It WAS a TrapBy Travis…Smartkarma ContentDecember 3, 2023
Equity Capital Markets Weekly Top Ten Equity Capital Markets – Nov 26, 2023 1. Large GS Yuasa (6674) Placement - 20% Dilution, Needs Lots of LoveBy Travis Lundy,…Smartkarma ContentNovember 26, 2023
Equity Capital Markets Weekly Top Ten Equity Capital Markets – Nov 19, 2023 1. Asahi Group Placement - Relatively Small One when Compared to Previous Large JP Secondary…Smartkarma ContentNovember 19, 2023