Daily BriefsMost Read Most Read: Nitori Holdings, Japan Airlines, Alibaba Group, JD.com Inc., Hang Seng China Enterprises Index, Rakuten Bank, Delta Electronics Thai, Tencent, Merdeka Battery Materials and more In today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2023): Potential Changes & Dark HorsesNikkei…Smartkarma Daily BriefsApril 1, 2023
Daily BriefsMost Read Most Read: Toshiba Corp, Japan Airlines, Soulbrain, Alibaba Group, SK Innovation, Rakuten Bank, Sembcorp Marine, Mincor Resources NL, Samsung Sds and more In today’s briefing: Toshiba – 3D Stake Reduction Reduces and Increases RiskNikkei 225 March 2023…Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsMost Read Most Read: Nitori Holdings, Meituan, KT Corp, Aag Energy Holdings, Rakuten Bank, DGB Financial Group, Hang Seng China Enterprises Index, Soulbrain, Alibaba (ADR) and more In today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2023): Potential Changes & Dark HorsesMeituan…Smartkarma Daily BriefsMarch 30, 2023
Daily BriefsMost Read Most Read: Nitori Holdings, Meituan, Toyo Construction, Hugel Inc, WCP, Aag Energy Holdings, KT Corp, Liontown Resources and more In today’s briefing: Meituan (3690 HK): All Stock in CCASS Now; Tracking the SellingNikkei 225…Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsMost Read Most Read: Toshiba Corp, Japan Airlines, Meituan, S.M.Entertainment Co, Toyo Construction, Rakuten Bank, Sun Kwang, Nitori Holdings, Cosmo Energy Holdings and more In today’s briefing: Tencent Meituan Dividend - The US$17bn Overhang Is Here - Not All…Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsMost Read Most Read: Toshiba Corp, Meituan, Japan Airlines, DGB Financial Group, Kunlun Tech, Toyo Construction, Cellivery Therapeutics, Rakuten Bank and more In today’s briefing: Toshiba – Thoughts On The Tender OpinionTencent Meituan Dividend - The US$17bn…Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: JD.com (9618 HK) Announces TWO Spin-Offs (That Were Always Going To Be Spinoffs) and more In today’s briefing: JD.com (9618 HK) Announces TWO Spin-Offs (That Were Always Going To Be…Smartkarma Daily BriefsApril 1, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Toshiba – 3D Stake Reduction Reduces and Increases Risk and more In today’s briefing: Toshiba – 3D Stake Reduction Reduces and Increases RiskNikkei 225 March 2023…Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Meituan (3690 HK) Distro – Prosus Shares Hit CCASS. What We Know And What We Don’t Know and more In today’s briefing: Meituan (3690 HK) Distro - Prosus Shares Hit CCASS. What We Know…Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Meituan (3690 HK): All Stock in CCASS Now; Tracking the Selling and more In today’s briefing: Meituan (3690 HK): All Stock in CCASS Now; Tracking the SellingSM Entertainment:…Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Tencent Meituan Dividend – The US$17bn Overhang Is Here – Not All Shares in CCASS and more In today’s briefing: Tencent Meituan Dividend - The US$17bn Overhang Is Here - Not All…Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: KOSPI200 Ad Hoc Index Rebalance: DGB Financial (139130 KS) To Replace Meritz Sec (008560 KS) and more In today’s briefing: KOSPI200 Ad Hoc Index Rebalance: DGB Financial (139130 KS) To Replace Meritz…Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsECM Daily Brief ECM: Merdeka Battery Materials IPO – Commercializing One of the World’s Largest Nickel Mines and more In today’s briefing: Merdeka Battery Materials IPO - Commercializing One of the World’s Largest Nickel…Smartkarma Daily BriefsApril 1, 2023
Daily BriefsECM Daily Brief ECM: Rakuten Bank IPO – Thoughts on Valuation and more In today’s briefing: Rakuten Bank IPO - Thoughts on ValuationSamsung SDS Placement - Well Flagged…Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsECM Daily Brief ECM: Trial Holdings IPO – Sector Lagging Margins Warrant a Discount and more In today’s briefing: Trial Holdings IPO - Sector Lagging Margins Warrant a DiscountAREIT Placement -…Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsECM Daily Brief ECM: DPC Dash IPO Trading – Tepid Demand Even as Capital Group Tops Up and more In today’s briefing: DPC Dash IPO Trading - Tepid Demand Even as Capital Group Tops…Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsECM Daily Brief ECM: Rakuten Bank Vs SBI Sumishin Net Bank and more In today’s briefing: Rakuten Bank Vs SBI Sumishin Net BankPre-IPO Kelun Biotech - Debut Is…Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsECM Daily Brief ECM: ECM Weekly (26th Mar 2023) – Meituan and more In today’s briefing: ECM Weekly (26th Mar 2023) - Meituan, Rakuten Bank, SBI, Harita, Trial,…Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Delta Taiwan Vs. Thailand Monitor: Valuation Divergence Hits a New Extreme and more In today’s briefing: Delta Taiwan Vs. Thailand Monitor: Valuation Divergence Hits a New ExtremeTencent: Next…Smartkarma Daily BriefsApril 1, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba’s Sum of the Parts Valuation: Why the Initial Excitement May Be Overblown and more In today’s briefing: Alibaba’s Sum of the Parts Valuation: Why the Initial Excitement May Be…Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Mitsui OSK(9104): Ex-Div – The Last Straw… and more In today’s briefing: Mitsui OSK(9104): Ex-Div - The Last Straw...Sunpower: Extension of CB's Puts Focus…Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Seven & I (3382) | New Plan Falls Short and more In today’s briefing: Seven & I (3382) | New Plan Falls ShortNitori: Low Valuation Multiples…Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Samsung FN REIT: Book Building Results and more In today’s briefing: Samsung FN REIT: Book Building ResultsMeituan (3690 HK): 4Q22, High Growth, Better…Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Li Auto: First Quarterly Profit and more In today’s briefing: Li Auto: First Quarterly Profit, Route to Sustained Annual Profits Will Be…Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Delta Electronics Thai, Tencent, BigBear.ai Holdings, DB Hitek Co., Ltd., Tower Bersama Infrastructure, IAC/InterActiveCorp and more In today’s briefing: Delta Taiwan Vs. Thailand Monitor: Valuation Divergence Hits a New ExtremeTencent: Next…Smartkarma Daily BriefsApril 1, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Samsung Sds, Thunes, Bukalapak, SK Inc, Taiwan Semiconductor (TSMC) – ADR, Kuaishou Technology, Analog Devices, Right-Hand Cyber Security Pte Ltd and more In today’s briefing: Samsung SDS Placement - Well Flagged and the Last One Did WellMarshall…Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Meituan, KT Corp, CUBox, Telekomunikasi Indonesia, Intuit Inc, Esker SA, Elan Microelectronics and more In today’s briefing: Meituan (3690 HK) Distro - Prosus Shares Hit CCASS. What We Know…Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Meituan, WCP, Indosat Tbk PT, Tencent, Taiwan Semiconductor (TSMC) – ADR, MSCI Emerging Markets Index, Xiaomi Corp, NFT and more In today’s briefing: Meituan (3690 HK): All Stock in CCASS Now; Tracking the SellingW-Scope IPO…Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Meituan, Bilibili, Nerdy and more In today’s briefing: Tencent Meituan Dividend - The US$17bn Overhang Is Here - Not All…Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Beijing Kunlun Tech, Hong Kong Hang Seng Index, Meituan and more In today’s briefing: Index Rebalance & ETF Flow Recap: MSCI KR, S&P/ASX, SSE50, ChiNext, NIFTY,…Smartkarma Daily BriefsMarch 26, 2023
ChinaDaily Briefs Daily Brief China: JD.com Inc., Tencent, Country Garden Holdings Co, PetroChina, China SCE, Indika Energy, Sino-Ocean Group and more In today’s briefing: JD.com (9618 HK) Announces TWO Spin-Offs (That Were Always Going To Be…Smartkarma Daily BriefsApril 1, 2023
ChinaDaily Briefs Daily Brief China: Alibaba Group, Li Auto, XPeng, Lalatech Holdings Co Ltd, Kuaishou Technology, China Everbright Environment, Indika Energy, China Oil And Gas, China Jinmao Holdings, Remegen Co Ltd and more In today’s briefing: Alibaba’s Sum of the Parts Valuation: Why the Initial Excitement May Be…Smartkarma Daily BriefsMarch 31, 2023
ChinaDaily Briefs Daily Brief China: Meituan, Aag Energy Holdings, Sunpower Group, Kunlun Energy, Leoch International Technology, Shenzhen International, West China Cement, Guangzhou Automobile Group, Growatt Technology, CK Asset Holdings and more In today’s briefing: Meituan (3690 HK) Distro - Prosus Shares Hit CCASS. What We Know…Smartkarma Daily BriefsMarch 29, 2023
ChinaDaily Briefs Daily Brief China: Meituan, DPC Dash, Aag Energy Holdings, CK Hutchison Holdings, Yuzhou Group, Parkson Retail, Ping An Insurance (H), Tencent and more In today’s briefing: Meituan (3690 HK): All Stock in CCASS Now; Tracking the SellingDPC Dash…Smartkarma Daily BriefsMarch 28, 2023
ChinaDaily Briefs Daily Brief China: Meituan, Aag Energy Holdings, CIMC Enric Holdings, Bilibili, China Power International, Kelun Biotech and more In today’s briefing: Tencent Meituan Dividend - The US$17bn Overhang Is Here - Not All…Smartkarma Daily BriefsMarch 27, 2023
ChinaDaily Briefs Daily Brief China: Beijing Kunlun Tech, Hong Kong Hang Seng Index, Li Auto, Meituan and more In today’s briefing: Index Rebalance & ETF Flow Recap: MSCI KR, S&P/ASX, SSE50, ChiNext, NIFTY,…Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsJapan Daily Brief Japan: Toshiba Corp, Japan Airlines, Rakuten Bank, Jeol Ltd, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: Toshiba – 3D Stake Reduction Reduces and Increases RiskNikkei 225 March 2023…Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsJapan Daily Brief Japan: Toyo Construction, Mitsui O.S.K. Lines, Japan Real Estate Investment, Trial Holdings, Rakuten, Terumo Corp and more In today’s briefing: Toyo Construction (1890) Tries a Different Tactic - FEFTA!Mitsui OSK(9104): Ex-Div -…Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsJapan Daily Brief Japan: Nitori Holdings, Cosmo Energy Holdings, Seven & I Holdings, SBI Sumishin Net Bank, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2023): Potential Changes & Dark HorsesCosmo…Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsJapan Daily Brief Japan: Japan Airlines, Toyo Construction, Toshiba Corp, Rakuten Bank and more In today’s briefing: Nikkei 225 Index Rebalance: Passives Trade on FridayToyo Construction (1890) Plays Offence…Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsJapan Daily Brief Japan: Toshiba Corp, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: Last Week in Event SPACE: Toshiba, Toyota Industries, Meituan, Kingsoft, Rakuten BankPassive…Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsJapan Daily Brief Japan: Toshiba Corp, Toyota Industries and more In today’s briefing: Toshiba – Thoughts On The Tender OpinionToyota Industries: Guilty As Charged. But…Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsMacro Daily Brief Macro: End of Mandatory Lock-Up Periods for 52 Companies in Korea in April 2023 and more In today’s briefing: End of Mandatory Lock-Up Periods for 52 Companies in Korea in April…Smartkarma Daily BriefsApril 1, 2023
Daily BriefsMacro Daily Brief Macro: US Dollar is Dead Redux and more In today’s briefing: US Dollar is Dead ReduxDemographics Watch – a Public Debt TimebombEurozone Deposits…Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsMacro Daily Brief Macro: Financial Stresses a Potential Drag on Asian Economic Prospects and more In today’s briefing: Financial Stresses a Potential Drag on Asian Economic ProspectsNavigating Turbulent Markets: The…Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsMacro Daily Brief Macro: Money Watch: How Do We Track Deposit Flights? and more In today’s briefing: Money Watch: How Do We Track Deposit Flights?The Week That Was in…Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsMacro Daily Brief Macro: Bank Watch – Deutsche and more In today’s briefing: Bank Watch – Deutsche, Deustche Alles Ist VorbeiA Fed Put of a…Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsMacro Daily Brief Macro: Crisis and more In today’s briefing: Crisis, What Crisis! – The Drivers of Global Liquidity and What to…Smartkarma Daily BriefsMarch 26, 2023
CryptoDaily Briefs Daily Brief Crypto: CFTC V. Binance: The Data Behind the Suit and more In today’s briefing: CFTC V. Binance: The Data Behind the Suit CFTC V. Binance: The…Smartkarma Daily BriefsMarch 31, 2023
CryptoDaily Briefs Daily Brief Crypto: Athlete-Direct-to-Fan: The Future or FAD? and more In today’s briefing: Athlete-Direct-to-Fan: The Future or FAD?Binance Volume Plummets After End of Zero-Fee Trading…Smartkarma Daily BriefsMarch 28, 2023
CryptoDaily Briefs Daily Brief Crypto: The State of Liquidity in Crypto Markets and more In today’s briefing: The State of Liquidity in Crypto Markets The State of Liquidity in…Smartkarma Daily BriefsMarch 24, 2023
CryptoDaily Briefs Daily Brief Crypto: USDC’s Depeg Or: How I Learned to Stop Worrying and Trust the Bots and more In today’s briefing: USDC's Depeg Or: How I Learned to Stop Worrying and Trust the…Smartkarma Daily BriefsMarch 17, 2023
CryptoDaily Briefs Daily Brief Crypto: The Aftermath: What Happened to USDC? and more In today’s briefing: The Aftermath: What Happened to USDC? The Aftermath: What Happened to USDC?By…Smartkarma Daily BriefsMarch 14, 2023
CryptoDaily Briefs Daily Brief Crypto: The Unbundling of Blockchain Infrastructure and more In today’s briefing: The Unbundling of Blockchain Infrastructure The Unbundling of Blockchain InfrastructureBy EtherbridgeOpportunity in…Smartkarma Daily BriefsMarch 13, 2023
Daily BriefsMost Read Most Read: Nitori Holdings, Japan Airlines, Alibaba Group, JD.com Inc., Hang Seng China Enterprises Index, Rakuten Bank, Delta Electronics Thai, Tencent, Merdeka Battery Materials and more In today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2023): Potential Changes & Dark HorsesNikkei…Smartkarma Daily BriefsApril 1, 2023
Daily BriefsMost Read Most Read: Toshiba Corp, Japan Airlines, Soulbrain, Alibaba Group, SK Innovation, Rakuten Bank, Sembcorp Marine, Mincor Resources NL, Samsung Sds and more In today’s briefing: Toshiba – 3D Stake Reduction Reduces and Increases RiskNikkei 225 March 2023…Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsMost Read Most Read: Nitori Holdings, Meituan, KT Corp, Aag Energy Holdings, Rakuten Bank, DGB Financial Group, Hang Seng China Enterprises Index, Soulbrain, Alibaba (ADR) and more In today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2023): Potential Changes & Dark HorsesMeituan…Smartkarma Daily BriefsMarch 30, 2023
Daily BriefsMost Read Most Read: Nitori Holdings, Meituan, Toyo Construction, Hugel Inc, WCP, Aag Energy Holdings, KT Corp, Liontown Resources and more In today’s briefing: Meituan (3690 HK): All Stock in CCASS Now; Tracking the SellingNikkei 225…Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsMost Read Most Read: Toshiba Corp, Japan Airlines, Meituan, S.M.Entertainment Co, Toyo Construction, Rakuten Bank, Sun Kwang, Nitori Holdings, Cosmo Energy Holdings and more In today’s briefing: Tencent Meituan Dividend - The US$17bn Overhang Is Here - Not All…Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsMost Read Most Read: Toshiba Corp, Meituan, Japan Airlines, DGB Financial Group, Kunlun Tech, Toyo Construction, Cellivery Therapeutics, Rakuten Bank and more In today’s briefing: Toshiba – Thoughts On The Tender OpinionTencent Meituan Dividend - The US$17bn…Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: JD.com (9618 HK) Announces TWO Spin-Offs (That Were Always Going To Be Spinoffs) and more In today’s briefing: JD.com (9618 HK) Announces TWO Spin-Offs (That Were Always Going To Be…Smartkarma Daily BriefsApril 1, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Toshiba – 3D Stake Reduction Reduces and Increases Risk and more In today’s briefing: Toshiba – 3D Stake Reduction Reduces and Increases RiskNikkei 225 March 2023…Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Meituan (3690 HK) Distro – Prosus Shares Hit CCASS. What We Know And What We Don’t Know and more In today’s briefing: Meituan (3690 HK) Distro - Prosus Shares Hit CCASS. What We Know…Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Meituan (3690 HK): All Stock in CCASS Now; Tracking the Selling and more In today’s briefing: Meituan (3690 HK): All Stock in CCASS Now; Tracking the SellingSM Entertainment:…Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Tencent Meituan Dividend – The US$17bn Overhang Is Here – Not All Shares in CCASS and more In today’s briefing: Tencent Meituan Dividend - The US$17bn Overhang Is Here - Not All…Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: KOSPI200 Ad Hoc Index Rebalance: DGB Financial (139130 KS) To Replace Meritz Sec (008560 KS) and more In today’s briefing: KOSPI200 Ad Hoc Index Rebalance: DGB Financial (139130 KS) To Replace Meritz…Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsECM Daily Brief ECM: Merdeka Battery Materials IPO – Commercializing One of the World’s Largest Nickel Mines and more In today’s briefing: Merdeka Battery Materials IPO - Commercializing One of the World’s Largest Nickel…Smartkarma Daily BriefsApril 1, 2023
Daily BriefsECM Daily Brief ECM: Rakuten Bank IPO – Thoughts on Valuation and more In today’s briefing: Rakuten Bank IPO - Thoughts on ValuationSamsung SDS Placement - Well Flagged…Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsECM Daily Brief ECM: Trial Holdings IPO – Sector Lagging Margins Warrant a Discount and more In today’s briefing: Trial Holdings IPO - Sector Lagging Margins Warrant a DiscountAREIT Placement -…Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsECM Daily Brief ECM: DPC Dash IPO Trading – Tepid Demand Even as Capital Group Tops Up and more In today’s briefing: DPC Dash IPO Trading - Tepid Demand Even as Capital Group Tops…Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsECM Daily Brief ECM: Rakuten Bank Vs SBI Sumishin Net Bank and more In today’s briefing: Rakuten Bank Vs SBI Sumishin Net BankPre-IPO Kelun Biotech - Debut Is…Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsECM Daily Brief ECM: ECM Weekly (26th Mar 2023) – Meituan and more In today’s briefing: ECM Weekly (26th Mar 2023) - Meituan, Rakuten Bank, SBI, Harita, Trial,…Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Delta Taiwan Vs. Thailand Monitor: Valuation Divergence Hits a New Extreme and more In today’s briefing: Delta Taiwan Vs. Thailand Monitor: Valuation Divergence Hits a New ExtremeTencent: Next…Smartkarma Daily BriefsApril 1, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba’s Sum of the Parts Valuation: Why the Initial Excitement May Be Overblown and more In today’s briefing: Alibaba’s Sum of the Parts Valuation: Why the Initial Excitement May Be…Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Mitsui OSK(9104): Ex-Div – The Last Straw… and more In today’s briefing: Mitsui OSK(9104): Ex-Div - The Last Straw...Sunpower: Extension of CB's Puts Focus…Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Seven & I (3382) | New Plan Falls Short and more In today’s briefing: Seven & I (3382) | New Plan Falls ShortNitori: Low Valuation Multiples…Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Samsung FN REIT: Book Building Results and more In today’s briefing: Samsung FN REIT: Book Building ResultsMeituan (3690 HK): 4Q22, High Growth, Better…Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Li Auto: First Quarterly Profit and more In today’s briefing: Li Auto: First Quarterly Profit, Route to Sustained Annual Profits Will Be…Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Delta Electronics Thai, Tencent, BigBear.ai Holdings, DB Hitek Co., Ltd., Tower Bersama Infrastructure, IAC/InterActiveCorp and more In today’s briefing: Delta Taiwan Vs. Thailand Monitor: Valuation Divergence Hits a New ExtremeTencent: Next…Smartkarma Daily BriefsApril 1, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Samsung Sds, Thunes, Bukalapak, SK Inc, Taiwan Semiconductor (TSMC) – ADR, Kuaishou Technology, Analog Devices, Right-Hand Cyber Security Pte Ltd and more In today’s briefing: Samsung SDS Placement - Well Flagged and the Last One Did WellMarshall…Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Meituan, KT Corp, CUBox, Telekomunikasi Indonesia, Intuit Inc, Esker SA, Elan Microelectronics and more In today’s briefing: Meituan (3690 HK) Distro - Prosus Shares Hit CCASS. What We Know…Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Meituan, WCP, Indosat Tbk PT, Tencent, Taiwan Semiconductor (TSMC) – ADR, MSCI Emerging Markets Index, Xiaomi Corp, NFT and more In today’s briefing: Meituan (3690 HK): All Stock in CCASS Now; Tracking the SellingW-Scope IPO…Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Meituan, Bilibili, Nerdy and more In today’s briefing: Tencent Meituan Dividend - The US$17bn Overhang Is Here - Not All…Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Beijing Kunlun Tech, Hong Kong Hang Seng Index, Meituan and more In today’s briefing: Index Rebalance & ETF Flow Recap: MSCI KR, S&P/ASX, SSE50, ChiNext, NIFTY,…Smartkarma Daily BriefsMarch 26, 2023
ChinaDaily Briefs Daily Brief China: JD.com Inc., Tencent, Country Garden Holdings Co, PetroChina, China SCE, Indika Energy, Sino-Ocean Group and more In today’s briefing: JD.com (9618 HK) Announces TWO Spin-Offs (That Were Always Going To Be…Smartkarma Daily BriefsApril 1, 2023
ChinaDaily Briefs Daily Brief China: Alibaba Group, Li Auto, XPeng, Lalatech Holdings Co Ltd, Kuaishou Technology, China Everbright Environment, Indika Energy, China Oil And Gas, China Jinmao Holdings, Remegen Co Ltd and more In today’s briefing: Alibaba’s Sum of the Parts Valuation: Why the Initial Excitement May Be…Smartkarma Daily BriefsMarch 31, 2023
ChinaDaily Briefs Daily Brief China: Meituan, Aag Energy Holdings, Sunpower Group, Kunlun Energy, Leoch International Technology, Shenzhen International, West China Cement, Guangzhou Automobile Group, Growatt Technology, CK Asset Holdings and more In today’s briefing: Meituan (3690 HK) Distro - Prosus Shares Hit CCASS. What We Know…Smartkarma Daily BriefsMarch 29, 2023
ChinaDaily Briefs Daily Brief China: Meituan, DPC Dash, Aag Energy Holdings, CK Hutchison Holdings, Yuzhou Group, Parkson Retail, Ping An Insurance (H), Tencent and more In today’s briefing: Meituan (3690 HK): All Stock in CCASS Now; Tracking the SellingDPC Dash…Smartkarma Daily BriefsMarch 28, 2023
ChinaDaily Briefs Daily Brief China: Meituan, Aag Energy Holdings, CIMC Enric Holdings, Bilibili, China Power International, Kelun Biotech and more In today’s briefing: Tencent Meituan Dividend - The US$17bn Overhang Is Here - Not All…Smartkarma Daily BriefsMarch 27, 2023
ChinaDaily Briefs Daily Brief China: Beijing Kunlun Tech, Hong Kong Hang Seng Index, Li Auto, Meituan and more In today’s briefing: Index Rebalance & ETF Flow Recap: MSCI KR, S&P/ASX, SSE50, ChiNext, NIFTY,…Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsJapan Daily Brief Japan: Toshiba Corp, Japan Airlines, Rakuten Bank, Jeol Ltd, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: Toshiba – 3D Stake Reduction Reduces and Increases RiskNikkei 225 March 2023…Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsJapan Daily Brief Japan: Toyo Construction, Mitsui O.S.K. Lines, Japan Real Estate Investment, Trial Holdings, Rakuten, Terumo Corp and more In today’s briefing: Toyo Construction (1890) Tries a Different Tactic - FEFTA!Mitsui OSK(9104): Ex-Div -…Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsJapan Daily Brief Japan: Nitori Holdings, Cosmo Energy Holdings, Seven & I Holdings, SBI Sumishin Net Bank, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2023): Potential Changes & Dark HorsesCosmo…Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsJapan Daily Brief Japan: Japan Airlines, Toyo Construction, Toshiba Corp, Rakuten Bank and more In today’s briefing: Nikkei 225 Index Rebalance: Passives Trade on FridayToyo Construction (1890) Plays Offence…Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsJapan Daily Brief Japan: Toshiba Corp, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: Last Week in Event SPACE: Toshiba, Toyota Industries, Meituan, Kingsoft, Rakuten BankPassive…Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsJapan Daily Brief Japan: Toshiba Corp, Toyota Industries and more In today’s briefing: Toshiba – Thoughts On The Tender OpinionToyota Industries: Guilty As Charged. But…Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsMacro Daily Brief Macro: End of Mandatory Lock-Up Periods for 52 Companies in Korea in April 2023 and more In today’s briefing: End of Mandatory Lock-Up Periods for 52 Companies in Korea in April…Smartkarma Daily BriefsApril 1, 2023
Daily BriefsMacro Daily Brief Macro: US Dollar is Dead Redux and more In today’s briefing: US Dollar is Dead ReduxDemographics Watch – a Public Debt TimebombEurozone Deposits…Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsMacro Daily Brief Macro: Financial Stresses a Potential Drag on Asian Economic Prospects and more In today’s briefing: Financial Stresses a Potential Drag on Asian Economic ProspectsNavigating Turbulent Markets: The…Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsMacro Daily Brief Macro: Money Watch: How Do We Track Deposit Flights? and more In today’s briefing: Money Watch: How Do We Track Deposit Flights?The Week That Was in…Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsMacro Daily Brief Macro: Bank Watch – Deutsche and more In today’s briefing: Bank Watch – Deutsche, Deustche Alles Ist VorbeiA Fed Put of a…Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsMacro Daily Brief Macro: Crisis and more In today’s briefing: Crisis, What Crisis! – The Drivers of Global Liquidity and What to…Smartkarma Daily BriefsMarch 26, 2023
CryptoDaily Briefs Daily Brief Crypto: CFTC V. Binance: The Data Behind the Suit and more In today’s briefing: CFTC V. Binance: The Data Behind the Suit CFTC V. Binance: The…Smartkarma Daily BriefsMarch 31, 2023
CryptoDaily Briefs Daily Brief Crypto: Athlete-Direct-to-Fan: The Future or FAD? and more In today’s briefing: Athlete-Direct-to-Fan: The Future or FAD?Binance Volume Plummets After End of Zero-Fee Trading…Smartkarma Daily BriefsMarch 28, 2023
CryptoDaily Briefs Daily Brief Crypto: The State of Liquidity in Crypto Markets and more In today’s briefing: The State of Liquidity in Crypto Markets The State of Liquidity in…Smartkarma Daily BriefsMarch 24, 2023
CryptoDaily Briefs Daily Brief Crypto: USDC’s Depeg Or: How I Learned to Stop Worrying and Trust the Bots and more In today’s briefing: USDC's Depeg Or: How I Learned to Stop Worrying and Trust the…Smartkarma Daily BriefsMarch 17, 2023
CryptoDaily Briefs Daily Brief Crypto: The Aftermath: What Happened to USDC? and more In today’s briefing: The Aftermath: What Happened to USDC? The Aftermath: What Happened to USDC?By…Smartkarma Daily BriefsMarch 14, 2023
CryptoDaily Briefs Daily Brief Crypto: The Unbundling of Blockchain Infrastructure and more In today’s briefing: The Unbundling of Blockchain Infrastructure The Unbundling of Blockchain InfrastructureBy EtherbridgeOpportunity in…Smartkarma Daily BriefsMarch 13, 2023