Daily BriefsMost Read Most Read: Fast Retailing, JSR Corp, Korea Stock Exchange Kospi Index, Tata Consultancy Svcs, ITC Ltd, E.W. Scripps Co/The A, Orecorp Ltd, LG Corp, Samsung C&T and more In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsJSR (4185 JP) -…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsMost Read Most Read: Fast Retailing, TSE Tokyo Price Index TOPIX, Tencent, Ganfeng Lithium, Korea Stock Exchange Kospi Index, Taiwan Semiconductor (TSMC), Roland DG Corp, Aida Engineering, Taiwan Semiconductor (TSMC) – ADR, Evergreen Marine Corp and more In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsUpdated Tool and New…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsMost Read Most Read: Yankuang Energy Group, Shenzhen New Industries Biomedical Engineering-A, ZOZO Inc, Anycolor , Hang Seng Index, Tencent, NEC Corp, TSE Tokyo Price Index TOPIX, Korea Stock Exchange Kospi Index and more In today’s briefing: Index Rebalance & ETF Flow Recap: STAR50/100, FXI, NIFTY/NEXT50, S&P500, KOSPI, Goodman,…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsMost Read Most Read: Emerald Resources Nl, Outsourcing Inc, Roland DG Corp, JSR Corp, NIFTY Index, Hanjin KAL Corp, Astera Labs , Sino Land Co, Naspers , Anglo American and more In today’s briefing: MV Global Junior Gold Miners Index Rebalance: Over US$500m to TradeOutsourcing (2427)…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsMost Read Most Read: Goodman Group, Outsourcing Inc, Centurion Corp, Roland DG Corp, JSR Corp, Dongwon Industries, Belle Fashion Group, DS Smith PLC and more In today’s briefing: Goodman Group (GMG AU): Positioned for OutperformanceOutsourcing (2427) - The OTHER Arb…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Woori Financial Group , Korea Stock Exchange Kospi Index, MS&AD Insurance, Roland DG Corp, Singtel, Ningbo Ronbay New Energy Techn and more In today’s briefing: Keisei Electric (9009) Share Buyback - Interesting Dynamics & OpportunityRoland DG (6789)…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: JSR (4185 JP) – Launch of The Official Tender Offer (And the Double Arb) and more In today’s briefing: JSR (4185 JP) - Launch of The Official Tender Offer (And the…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Fast Retailing (9983) – Now At Double Downweight Levels and more In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsMerger Arb Mondays (18…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HK Connect SOUTHBOUND Flows (To 15 Mar 2024); Strong Net Buying on Tencent and ETFs and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 15 Mar 2024); Strong Net Buying on…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HK CEO & Director Dealings (15 Mar 2024): Sino Land and more In today’s briefing: HK CEO & Director Dealings (15 Mar 2024): Sino Land, Hysan, FE…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Outsourcing (2427) – The OTHER Arb – That One Neat Trick And Its Weird Risks and more In today’s briefing: Outsourcing (2427) - The OTHER Arb - That One Neat Trick And…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: New Information on Korea Value-Up Index Scoring System & Constituent Weighting and more In today’s briefing: New Information on Korea Value-Up Index Scoring System & Constituent WeightingRoland DG…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsECM Daily Brief ECM: TCS US$1.1bn Placement – Relatively Small but Isn’t Well Flagged and more In today’s briefing: TCS US$1.1bn Placement - Relatively Small but Isn’t Well Flagged, Could Have…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (18th Mar 2024) – ITC and more In today’s briefing: ECM Weekly (18th Mar 2024) - ITC, Interglobe (Indigo), MS&AD, GlobalWafer, Belle,…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsECM Daily Brief ECM: Astera Labs IPO Valuation Analysis and more In today’s briefing: Astera Labs IPO Valuation AnalysisMigao Group IPO - Last Listing Didn’t Do…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsECM Daily Brief ECM: Astera Labs IPO Preview and more In today’s briefing: Astera Labs IPO PreviewQunabox Group Pre-IPO Tearsheet Astera Labs IPO PreviewBy Douglas…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsECM Daily Brief ECM: Auntea Jenny (Shanghai) Industrial Pre-IPO – The Positives – Has Benefited from a Growing Network and more In today’s briefing: Auntea Jenny (Shanghai) Industrial Pre-IPO - The Positives - Has Benefited from…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsECM Daily Brief ECM: ITC $2bn Placement – Very Well Flagged but Still Won’t Be an Easy One to Digest and more In today’s briefing: ITC $2bn Placement - Very Well Flagged but Still Won’t Be an…Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: ICICI Securities : A Special Situation Play with Limited Downside and more In today’s briefing: ICICI Securities : A Special Situation Play with Limited DownsideLG Corp: Updated…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding Capex Due to Demand and more In today’s briefing: Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: NEC (6701 JP): Generative AI Is the Spark and more In today’s briefing: NEC (6701 JP): Generative AI Is the Spark, Not the Driver: Investor…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Toyota Motors: Investing In Innovation For The Future Of Mobility! – Key Drivers and more In today’s briefing: Toyota Motors: Investing In Innovation For The Future Of Mobility! - Key…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba and more In today’s briefing: Alibaba, Tencent Continue to Tear Down Walls Between Their Meeting Platforms Governance…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Microsoft Chairman & CEO: AI and more In today’s briefing: Microsoft Chairman & CEO: AI, Chip Shortage, Empathy, and PoetryCathay Pacific –…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tata Consultancy Svcs, Wins Co Ltd, C3.ai Inc, Kulicke And Soffa Industries,, Envestnet Inc, IonQ , N-able , Progress Software, Fastly Inc, Cargurus and more In today’s briefing: TCS US$1.1bn Placement - Relatively Small but Isn’t Well Flagged, Could Have…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), Roland DG Corp, Taiwan Semiconductor (TSMC) – ADR, Ziff Davis, Alarm.Com Holdings, Formfactor Inc, Vishay Intertechnology, Sanmina Corp, Credo Technology Group Holding, Belden Inc and more In today’s briefing: Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NEC Corp, Tencent, Singtel, Wipro Ltd and more In today’s briefing: NEC (6701 JP): Generative AI Is the Spark, Not the DriverHK Connect…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Astera Labs , Vanguard Intl Semiconductor, Taiwan Semiconductor (TSMC), Cyber Security Cloud Inc, Nihon Denkei, Bumble, Oracle Corp, Western Digital, Itron Inc, Kanzhun and more In today’s briefing: Astera Labs IPO Valuation AnalysisVanguard (5347.TT): 1Q24F Could Be the Recent Bottom,…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Alibaba (ADR), Astera Labs , Japan Business Systems , Pca Corp, Hon Hai Precision Industry, SurgePays and more In today’s briefing: Alibaba, Tencent Continue to Tear Down Walls Between Their Meeting Platforms Astera…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Korea Stock Exchange Kospi Index, Roland DG Corp, Singtel, Microsoft Corp, Angel Robotics , Broadcom , Silergy Corp, Crowdstrike Holdings , MongoDB and more In today’s briefing: New Information on Korea Value-Up Index Scoring System & Constituent WeightingRoland DG…Smartkarma Daily BriefsMarch 14, 2024
ChinaDaily Briefs Daily Brief China: China Resources Beer Holdings, Sichuan Baicha Baidao Industrial, Health And Happiness (H&H) and more In today’s briefing: Cheers! Raise a Glass to China Resources Beer (0291.HK)Pre-IPO Sichuan Baicha Baidao…Smartkarma Daily BriefsMarch 19, 2024
ChinaDaily Briefs Daily Brief China: Shenyang Xingqi Pharmaceutical, Tcl Multimedia Technology, Great Wall Motor, AviChina Industry & Technology H and more In today’s briefing: China Healthcare Weekly (Mar.15)- New Policy of Innovative Drug, TCM Formula Granules,…Smartkarma Daily BriefsMarch 18, 2024
ChinaDaily Briefs Daily Brief China: Tencent, KE Holdings , Contemporary Amperex Technology (CATL), Ganfeng Lithium and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 15 Mar 2024); Strong Net Buying on…Smartkarma Daily BriefsMarch 17, 2024
ChinaDaily Briefs Daily Brief China: Sino Land Co, Hang Seng Index, Kanzhun , Migao Group Holdings and more In today’s briefing: HK CEO & Director Dealings (15 Mar 2024): Sino Land, Hysan, FE…Smartkarma Daily BriefsMarch 16, 2024
ChinaDaily Briefs Daily Brief China: Alibaba (ADR), Miniso, Meituan, Agung Podomoro Land, Qunabox Group Limited and more In today’s briefing: Alibaba, Tencent Continue to Tear Down Walls Between Their Meeting Platforms :…Smartkarma Daily BriefsMarch 15, 2024
ChinaDaily Briefs Daily Brief China: Ningbo Ronbay New Energy Techn, Cathay Pacific Airways, Auntea Jenny (Shanghai) Industrial, Luckin Coffee, CSPC Innovation Pharmaceutical-A, JD.com , Qyuns Therapeutics, Belle Fashion Group and more In today’s briefing: Quiddity Leaderboard STAR 50 Jun 24: 3 Changes Likely But Some Question…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsJapan Daily Brief Japan: JSR Corp, Tokio Marine Holdings, D.Western Therapeutics Institute Inc. and more In today’s briefing: JSR (4185 JP) - Launch of The Official Tender Offer (And the…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsJapan Daily Brief Japan: Fast Retailing, Roland DG Corp, Aida Engineering, TSE Tokyo Price Index TOPIX and more In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsMerger Arb Mondays (18…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsJapan Daily Brief Japan: NEC Corp, TSE Tokyo Price Index TOPIX, JSR Corp and more In today’s briefing: NEC (6701 JP): Generative AI Is the Spark, Not the DriverUpdated Tool…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsJapan Daily Brief Japan: Cyber Security Cloud Inc, Toyota Motor Corp Spon Adr, Nihon Denkei, Will Group Inc, TSE Tokyo Price Index TOPIX and more In today’s briefing: Cyber Security Cloud (4493): Full-Year FY12/23 UpdateToyota Motors: Investing In Innovation For…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsJapan Daily Brief Japan: Outsourcing Inc, JSR Corp, A&D Company Ltd, Beenos Inc, Japan Business Systems , Pca Corp, World Holdings, Mitsubishi Kakoki Kaisha, AS ONE Corporation and more In today’s briefing: Outsourcing (2427) - The OTHER Arb - That One Neat Trick And…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsJapan Daily Brief Japan: Roland DG Corp, TSE Tokyo Price Index TOPIX, Duskin Co Ltd, J Trust Co Ltd and more In today’s briefing: Roland DG (6789 JP): Brother (6448 JP)’s Unexpected Competing Hostile OfferRoland DG…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsMacro Daily Brief Macro: Portfolio Watch: Markets sniffing out the Chinese resurgence case and more In today’s briefing: Portfolio Watch: Markets sniffing out the Chinese resurgence caseSteno Signals #91 –…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsMacro Daily Brief Macro: What Really Matters Is Global Liquidity…But It Looks Set to Zag Before It Zigs Higher and more In today’s briefing: What Really Matters Is Global Liquidity...But It Looks Set to Zag Before…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsMacro Daily Brief Macro: The Weekly Market Monitor – The End of Goldilocks? and more In today’s briefing: The Weekly Market Monitor – The End of Goldilocks? The Weekly Market…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsMacro Daily Brief Macro: Long Volatility & Gold and more In today’s briefing: Long Volatility & Gold, Caution on Equities, and Short Dollar & Oil…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsMacro Daily Brief Macro: On A Slow Boat To China and more In today’s briefing: On A Slow Boat To ChinaRotating EM Flows: From Japan to Emerging…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsMacro Daily Brief Macro: China Moves to Directly Support the Market and more In today’s briefing: China Moves to Directly Support the Market5 Things We Watch – US…Smartkarma Daily BriefsMarch 14, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Profit-Taking and more In today’s briefing: Crypto Crisp: Profit-Taking Crypto Crisp: Profit-TakingBy Mads EberhardtRecently, we have voiced our…Smartkarma Daily BriefsMarch 19, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #19 – Liquid Staking Protocols Are Ethereum’s Saver and more In today’s briefing: Crypto Moves #19 – Liquid Staking Protocols Are Ethereum’s Saver Crypto Moves…Smartkarma Daily BriefsMarch 16, 2024
CryptoDaily Briefs Daily Brief Crypto: Charting the Web3 Horizon in 2024 and more In today’s briefing: Charting the Web3 Horizon in 2024 Charting the Web3 Horizon in 2024By…Smartkarma Daily BriefsMarch 14, 2024
CryptoDaily Briefs Daily Brief Crypto: Ethan Sun and Santiago Santos: Bringing Crypto x AI Experiences to Millions with MyShell.AI and more In today’s briefing: Ethan Sun and Santiago Santos: Bringing Crypto x AI Experiences to Millions…Smartkarma Daily BriefsMarch 12, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #18 – The Least Speculative Crypto Bull Market and more In today’s briefing: Crypto Moves #18 – The Least Speculative Crypto Bull Market Crypto Moves…Smartkarma Daily BriefsMarch 8, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Two Scenarios and more In today’s briefing: Crypto Crisp: Two Scenarios Crypto Crisp: Two ScenariosBy Mads EberhardtLast week was…Smartkarma Daily BriefsMarch 5, 2024
Daily BriefsMost Read Most Read: Fast Retailing, JSR Corp, Korea Stock Exchange Kospi Index, Tata Consultancy Svcs, ITC Ltd, E.W. Scripps Co/The A, Orecorp Ltd, LG Corp, Samsung C&T and more In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsJSR (4185 JP) -…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsMost Read Most Read: Fast Retailing, TSE Tokyo Price Index TOPIX, Tencent, Ganfeng Lithium, Korea Stock Exchange Kospi Index, Taiwan Semiconductor (TSMC), Roland DG Corp, Aida Engineering, Taiwan Semiconductor (TSMC) – ADR, Evergreen Marine Corp and more In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsUpdated Tool and New…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsMost Read Most Read: Yankuang Energy Group, Shenzhen New Industries Biomedical Engineering-A, ZOZO Inc, Anycolor , Hang Seng Index, Tencent, NEC Corp, TSE Tokyo Price Index TOPIX, Korea Stock Exchange Kospi Index and more In today’s briefing: Index Rebalance & ETF Flow Recap: STAR50/100, FXI, NIFTY/NEXT50, S&P500, KOSPI, Goodman,…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsMost Read Most Read: Emerald Resources Nl, Outsourcing Inc, Roland DG Corp, JSR Corp, NIFTY Index, Hanjin KAL Corp, Astera Labs , Sino Land Co, Naspers , Anglo American and more In today’s briefing: MV Global Junior Gold Miners Index Rebalance: Over US$500m to TradeOutsourcing (2427)…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsMost Read Most Read: Goodman Group, Outsourcing Inc, Centurion Corp, Roland DG Corp, JSR Corp, Dongwon Industries, Belle Fashion Group, DS Smith PLC and more In today’s briefing: Goodman Group (GMG AU): Positioned for OutperformanceOutsourcing (2427) - The OTHER Arb…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsMost Read Most Read: Keisei Electric Railway Co, Woori Financial Group , Korea Stock Exchange Kospi Index, MS&AD Insurance, Roland DG Corp, Singtel, Ningbo Ronbay New Energy Techn and more In today’s briefing: Keisei Electric (9009) Share Buyback - Interesting Dynamics & OpportunityRoland DG (6789)…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: JSR (4185 JP) – Launch of The Official Tender Offer (And the Double Arb) and more In today’s briefing: JSR (4185 JP) - Launch of The Official Tender Offer (And the…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Fast Retailing (9983) – Now At Double Downweight Levels and more In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsMerger Arb Mondays (18…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HK Connect SOUTHBOUND Flows (To 15 Mar 2024); Strong Net Buying on Tencent and ETFs and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 15 Mar 2024); Strong Net Buying on…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HK CEO & Director Dealings (15 Mar 2024): Sino Land and more In today’s briefing: HK CEO & Director Dealings (15 Mar 2024): Sino Land, Hysan, FE…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Outsourcing (2427) – The OTHER Arb – That One Neat Trick And Its Weird Risks and more In today’s briefing: Outsourcing (2427) - The OTHER Arb - That One Neat Trick And…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: New Information on Korea Value-Up Index Scoring System & Constituent Weighting and more In today’s briefing: New Information on Korea Value-Up Index Scoring System & Constituent WeightingRoland DG…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsECM Daily Brief ECM: TCS US$1.1bn Placement – Relatively Small but Isn’t Well Flagged and more In today’s briefing: TCS US$1.1bn Placement - Relatively Small but Isn’t Well Flagged, Could Have…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (18th Mar 2024) – ITC and more In today’s briefing: ECM Weekly (18th Mar 2024) - ITC, Interglobe (Indigo), MS&AD, GlobalWafer, Belle,…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsECM Daily Brief ECM: Astera Labs IPO Valuation Analysis and more In today’s briefing: Astera Labs IPO Valuation AnalysisMigao Group IPO - Last Listing Didn’t Do…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsECM Daily Brief ECM: Astera Labs IPO Preview and more In today’s briefing: Astera Labs IPO PreviewQunabox Group Pre-IPO Tearsheet Astera Labs IPO PreviewBy Douglas…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsECM Daily Brief ECM: Auntea Jenny (Shanghai) Industrial Pre-IPO – The Positives – Has Benefited from a Growing Network and more In today’s briefing: Auntea Jenny (Shanghai) Industrial Pre-IPO - The Positives - Has Benefited from…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsECM Daily Brief ECM: ITC $2bn Placement – Very Well Flagged but Still Won’t Be an Easy One to Digest and more In today’s briefing: ITC $2bn Placement - Very Well Flagged but Still Won’t Be an…Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: ICICI Securities : A Special Situation Play with Limited Downside and more In today’s briefing: ICICI Securities : A Special Situation Play with Limited DownsideLG Corp: Updated…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding Capex Due to Demand and more In today’s briefing: Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: NEC (6701 JP): Generative AI Is the Spark and more In today’s briefing: NEC (6701 JP): Generative AI Is the Spark, Not the Driver: Investor…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Toyota Motors: Investing In Innovation For The Future Of Mobility! – Key Drivers and more In today’s briefing: Toyota Motors: Investing In Innovation For The Future Of Mobility! - Key…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba and more In today’s briefing: Alibaba, Tencent Continue to Tear Down Walls Between Their Meeting Platforms Governance…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Microsoft Chairman & CEO: AI and more In today’s briefing: Microsoft Chairman & CEO: AI, Chip Shortage, Empathy, and PoetryCathay Pacific –…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tata Consultancy Svcs, Wins Co Ltd, C3.ai Inc, Kulicke And Soffa Industries,, Envestnet Inc, IonQ , N-able , Progress Software, Fastly Inc, Cargurus and more In today’s briefing: TCS US$1.1bn Placement - Relatively Small but Isn’t Well Flagged, Could Have…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC), Roland DG Corp, Taiwan Semiconductor (TSMC) – ADR, Ziff Davis, Alarm.Com Holdings, Formfactor Inc, Vishay Intertechnology, Sanmina Corp, Credo Technology Group Holding, Belden Inc and more In today’s briefing: Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NEC Corp, Tencent, Singtel, Wipro Ltd and more In today’s briefing: NEC (6701 JP): Generative AI Is the Spark, Not the DriverHK Connect…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Astera Labs , Vanguard Intl Semiconductor, Taiwan Semiconductor (TSMC), Cyber Security Cloud Inc, Nihon Denkei, Bumble, Oracle Corp, Western Digital, Itron Inc, Kanzhun and more In today’s briefing: Astera Labs IPO Valuation AnalysisVanguard (5347.TT): 1Q24F Could Be the Recent Bottom,…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Alibaba (ADR), Astera Labs , Japan Business Systems , Pca Corp, Hon Hai Precision Industry, SurgePays and more In today’s briefing: Alibaba, Tencent Continue to Tear Down Walls Between Their Meeting Platforms Astera…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Korea Stock Exchange Kospi Index, Roland DG Corp, Singtel, Microsoft Corp, Angel Robotics , Broadcom , Silergy Corp, Crowdstrike Holdings , MongoDB and more In today’s briefing: New Information on Korea Value-Up Index Scoring System & Constituent WeightingRoland DG…Smartkarma Daily BriefsMarch 14, 2024
ChinaDaily Briefs Daily Brief China: China Resources Beer Holdings, Sichuan Baicha Baidao Industrial, Health And Happiness (H&H) and more In today’s briefing: Cheers! Raise a Glass to China Resources Beer (0291.HK)Pre-IPO Sichuan Baicha Baidao…Smartkarma Daily BriefsMarch 19, 2024
ChinaDaily Briefs Daily Brief China: Shenyang Xingqi Pharmaceutical, Tcl Multimedia Technology, Great Wall Motor, AviChina Industry & Technology H and more In today’s briefing: China Healthcare Weekly (Mar.15)- New Policy of Innovative Drug, TCM Formula Granules,…Smartkarma Daily BriefsMarch 18, 2024
ChinaDaily Briefs Daily Brief China: Tencent, KE Holdings , Contemporary Amperex Technology (CATL), Ganfeng Lithium and more In today’s briefing: HK Connect SOUTHBOUND Flows (To 15 Mar 2024); Strong Net Buying on…Smartkarma Daily BriefsMarch 17, 2024
ChinaDaily Briefs Daily Brief China: Sino Land Co, Hang Seng Index, Kanzhun , Migao Group Holdings and more In today’s briefing: HK CEO & Director Dealings (15 Mar 2024): Sino Land, Hysan, FE…Smartkarma Daily BriefsMarch 16, 2024
ChinaDaily Briefs Daily Brief China: Alibaba (ADR), Miniso, Meituan, Agung Podomoro Land, Qunabox Group Limited and more In today’s briefing: Alibaba, Tencent Continue to Tear Down Walls Between Their Meeting Platforms :…Smartkarma Daily BriefsMarch 15, 2024
ChinaDaily Briefs Daily Brief China: Ningbo Ronbay New Energy Techn, Cathay Pacific Airways, Auntea Jenny (Shanghai) Industrial, Luckin Coffee, CSPC Innovation Pharmaceutical-A, JD.com , Qyuns Therapeutics, Belle Fashion Group and more In today’s briefing: Quiddity Leaderboard STAR 50 Jun 24: 3 Changes Likely But Some Question…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsJapan Daily Brief Japan: JSR Corp, Tokio Marine Holdings, D.Western Therapeutics Institute Inc. and more In today’s briefing: JSR (4185 JP) - Launch of The Official Tender Offer (And the…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsJapan Daily Brief Japan: Fast Retailing, Roland DG Corp, Aida Engineering, TSE Tokyo Price Index TOPIX and more In today’s briefing: Fast Retailing (9983) - Now At Double Downweight LevelsMerger Arb Mondays (18…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsJapan Daily Brief Japan: NEC Corp, TSE Tokyo Price Index TOPIX, JSR Corp and more In today’s briefing: NEC (6701 JP): Generative AI Is the Spark, Not the DriverUpdated Tool…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsJapan Daily Brief Japan: Cyber Security Cloud Inc, Toyota Motor Corp Spon Adr, Nihon Denkei, Will Group Inc, TSE Tokyo Price Index TOPIX and more In today’s briefing: Cyber Security Cloud (4493): Full-Year FY12/23 UpdateToyota Motors: Investing In Innovation For…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsJapan Daily Brief Japan: Outsourcing Inc, JSR Corp, A&D Company Ltd, Beenos Inc, Japan Business Systems , Pca Corp, World Holdings, Mitsubishi Kakoki Kaisha, AS ONE Corporation and more In today’s briefing: Outsourcing (2427) - The OTHER Arb - That One Neat Trick And…Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsJapan Daily Brief Japan: Roland DG Corp, TSE Tokyo Price Index TOPIX, Duskin Co Ltd, J Trust Co Ltd and more In today’s briefing: Roland DG (6789 JP): Brother (6448 JP)’s Unexpected Competing Hostile OfferRoland DG…Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsMacro Daily Brief Macro: Portfolio Watch: Markets sniffing out the Chinese resurgence case and more In today’s briefing: Portfolio Watch: Markets sniffing out the Chinese resurgence caseSteno Signals #91 –…Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsMacro Daily Brief Macro: What Really Matters Is Global Liquidity…But It Looks Set to Zag Before It Zigs Higher and more In today’s briefing: What Really Matters Is Global Liquidity...But It Looks Set to Zag Before…Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsMacro Daily Brief Macro: The Weekly Market Monitor – The End of Goldilocks? and more In today’s briefing: The Weekly Market Monitor – The End of Goldilocks? The Weekly Market…Smartkarma Daily BriefsMarch 17, 2024
Daily BriefsMacro Daily Brief Macro: Long Volatility & Gold and more In today’s briefing: Long Volatility & Gold, Caution on Equities, and Short Dollar & Oil…Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsMacro Daily Brief Macro: On A Slow Boat To China and more In today’s briefing: On A Slow Boat To ChinaRotating EM Flows: From Japan to Emerging…Smartkarma Daily BriefsMarch 15, 2024
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