In today’s briefing:FTSE All-World/All-Cap Index Rebalance: Inclusions, Deletions & Other ChangesHSI Index Rebalance: Four Weddings…
Smartkarma Daily BriefsMay 24, 2022
Key Research From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing:FTSE All-World/All-Cap Index Rebalance: Inclusions, Deletions & Other ChangesHSI Index Rebalance: Four Weddings…
Smartkarma Daily BriefsMay 23, 2022
Daily BriefsMost ReadIn today’s briefing:HSI Index Rebalance: Four Weddings & A FuneralHang Seng TECH Index Rebalance: NIO…
Smartkarma Daily BriefsMay 22, 2022
Daily BriefsMost ReadIn today’s briefing:SK Telecom (017670 KS): Implications of Zero Foreign RoomSK Telecom: MSCI Special Deletion…
Smartkarma Daily BriefsMay 21, 2022
Daily BriefsMost ReadIn today’s briefing:S&P/ASX Index Rebalance Preview: Tabcorp, Crown & Potential Changes in JuneSK Telecom: MSCI…
Smartkarma Daily BriefsMay 20, 2022
Daily BriefsMost ReadIn today’s briefing:MSCI Japan Index Rebalance: Covering to Come After Large Short BuildupJD.com Tencent Distribution…
Smartkarma Daily BriefsMay 19, 2022
Daily BriefsEvent-DrivenIn today’s briefing:BHP Woodside Distribution - Could Be a Large Block (~US$1bn) In Early JuneFTSE…
Smartkarma Daily BriefsMay 24, 2022
Daily BriefsEvent-DrivenIn today’s briefing:FTSE All-World/All-Cap Index Rebalance: Inclusions, Deletions & Other ChangesSPH Offer Open - Starts…
Smartkarma Daily BriefsMay 23, 2022
Daily BriefsEvent-DrivenIn today’s briefing:Hang Seng TECH Index Rebalance: NIO (9866 HK) To Replace ASM Pacific (522…
Smartkarma Daily BriefsMay 22, 2022
Daily BriefsEvent-DrivenIn today’s briefing:FnGuide Top 10 Rebalancing on June 10: More Substantial Flow Impact than Last…
Smartkarma Daily BriefsMay 21, 2022
Daily BriefsEvent-DrivenIn today’s briefing:S&P/ASX Index Rebalance Preview: Tabcorp, Crown & Potential Changes in JuneSK Telecom: MSCI…
Smartkarma Daily BriefsMay 20, 2022
Daily BriefsEvent-DrivenIn today’s briefing:JD.com Tencent Distribution - All Prosus Stock Worth US$3.5bn Could Be in CCASS…
Smartkarma Daily BriefsMay 19, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:Nufarm Placement - Cleanup by Strategic InvestorConverge ICT Placement - Clean-Up and Buyback,…
Smartkarma Daily BriefsMay 24, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:GoTo: A Private Placement Larger Than the IPO and a 10% Potential Dilution…
Smartkarma Daily BriefsMay 23, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:ECM Weekly (22nd May 22) - JD, LIC, Delhivery, Leapmotor, Vista, Paradeep, Woori,…
Smartkarma Daily BriefsMay 22, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:Pre-IPO ADICON Holdings Limited - Uncertain Growth and Outlook in Post-COVID Era Pre-IPO…
Smartkarma Daily BriefsMay 20, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:Paradeep Phosphates IPO - Smallest of the Lot and Fairly Valued as WellLeapmotor…
Smartkarma Daily BriefsMay 19, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:Woori Financials Placement - Almost a Clean-Up Although past Deals Haven’t Done MuchYunkang…
Smartkarma Daily BriefsMay 18, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Samsung C&T: Deep Discount NAV, Capital Shifting to Value/Holdcos, & Trading Business BoostHK…
Smartkarma Daily BriefsMay 24, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:ASMP (522.HK): Hang Seng Tech Index (HSTECH INDEX) Took Out ASMP with NIO…
Smartkarma Daily BriefsMay 23, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Price Comparisons of SK Telecom, KT, & LG Uplus When SK Telecom Reaches…
Smartkarma Daily BriefsMay 22, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Ultrajaya Milk Industry & Trading (ULTJ IJ) - Dairy and Tea Driven Momentum…
Smartkarma Daily BriefsMay 21, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Grab 1Q2022: On a Path to Recovery but Still Has a Long Way…
Smartkarma Daily BriefsMay 20, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Sea Ltd (SE US) - Reading the Positive SignalsTencent (700 HK): 1Q22, Zero…
Smartkarma Daily BriefsMay 19, 2022
Daily BriefsTMT/InternetIn today’s briefing:Crypto Biweekly - After UST, Is USDT Next to Fall?FTSE China 50 Index…
Smartkarma Daily BriefsMay 24, 2022
Daily BriefsTMT/InternetIn today’s briefing:GoTo: A Private Placement Larger Than the IPO and a 10% Potential DilutionASMP…
Smartkarma Daily BriefsMay 23, 2022
Daily BriefsTMT/InternetIn today’s briefing:HSCEI Index Rebalance: Lenovo In, Hansoh Out; Sunac Survives (For Now) HSCEI Index…
Smartkarma Daily BriefsMay 22, 2022
Daily BriefsTMT/InternetIn today’s briefing:NCsoft: A Strong Turnaround Play in Korean Game SectorWeekly Wrap - 20 May…
Smartkarma Daily BriefsMay 21, 2022
Daily BriefsTMT/InternetIn today’s briefing:Epson (6724) - A Big Buyback Amid Benign BackdropTencent Short Poses Risk of…
Smartkarma Daily BriefsMay 20, 2022
Daily BriefsTMT/InternetIn today’s briefing:GoTo Gojek Tokopedia: Turning Tide with Index Inclusion?Sea Ltd (SE US) - Reading…
Smartkarma Daily BriefsMay 19, 2022
ChinaDaily BriefsIn today’s briefing:FTSE China A50 Index Rebalance Preview: Three Potential Adds/Deletes Due to Ground Rule…
Smartkarma Daily BriefsMay 24, 2022
ChinaDaily BriefsIn today’s briefing:ASMP (522.HK): Hang Seng Tech Index (HSTECH INDEX) Took Out ASMP with NIO…
Smartkarma Daily BriefsMay 23, 2022
ChinaDaily BriefsIn today’s briefing:Hang Seng TECH Index Rebalance: NIO (9866 HK) To Replace ASM Pacific (522…
Smartkarma Daily BriefsMay 22, 2022
ChinaDaily BriefsIn today’s briefing:HSI Index Rebalance: Four Weddings & A FuneralChinese Property Weekly - 20 May…
Smartkarma Daily BriefsMay 21, 2022
ChinaDaily BriefsIn today’s briefing:HKBN (1310 HK): KKR & PAG's Pipe DreamsTencent Short Poses Risk of 320…
Smartkarma Daily BriefsMay 20, 2022
ChinaDaily BriefsIn today’s briefing:JD.com Tencent Distribution - All Prosus Stock Worth US$3.5bn Could Be in CCASS…
Smartkarma Daily BriefsMay 19, 2022
Daily BriefsJapanIn today’s briefing:Kadokawa – How Much Upside Potential Does Elden Ring Offer?About an Article on…
Smartkarma Daily BriefsMay 24, 2022
Daily BriefsJapanIn today’s briefing:Rohm (6963 JP): Short-Term Caution, Long-Term BuyNTT (9432) Pullback Target to Buy for…
Smartkarma Daily BriefsMay 23, 2022
Daily BriefsJapanIn today’s briefing:Last Week In Event SPACE: Woodside Petroleum, Brambles, Tabcorp, HKBN, JapanTaisho Pharmaceutical (4581…
Smartkarma Daily BriefsMay 22, 2022
Daily BriefsJapanIn today’s briefing:Shiseido: Around 59% Upside Possible on Upgrades to Consensus Shiseido: Around 59% Upside…
Smartkarma Daily BriefsMay 21, 2022
Daily BriefsJapanIn today’s briefing:Epson (6724) - A Big Buyback Amid Benign BackdropScreen Holdings (7735 JP): Good…
Smartkarma Daily BriefsMay 20, 2022
Daily BriefsJapanIn today’s briefing:Yamauchi No.10 Announces Its Offer (If Toyo Accepts)Square Enix – Bounce Suggests Market…
Smartkarma Daily BriefsMay 19, 2022
Daily BriefsMacroIn today’s briefing:The Week That Was in [email protected] - Sea Ltd, Utrajaya, and Grab's ResultsCX…
Smartkarma Daily BriefsMay 24, 2022
Daily BriefsMacroIn today’s briefing:Last Major Currency Peg: Hong Kong’s Fate Could Be Determined by the Fed…
Smartkarma Daily BriefsMay 23, 2022
Daily BriefsMacroIn today’s briefing:What’s Driving The Bear Market ... Lower? What’s Driving The Bear Market ...…
Smartkarma Daily BriefsMay 22, 2022
Daily BriefsMacroIn today’s briefing:UK: Consumers Drown Their SorrowsCrypto: Perfect Storm on Stablecoin InfrastructureLet The Macro Polar…
Smartkarma Daily BriefsMay 21, 2022
Daily BriefsMacroIn today’s briefing:Sri Lanka Defaults on Debt: South Korea Is the Biggest Investor & Domino…
Smartkarma Daily BriefsMay 20, 2022
Daily BriefsMacroIn today’s briefing:US-ASEAN Summit Shows The Limits Of US Outreach To RegionUK: Inflation Breaks Upside…
Smartkarma Daily BriefsMay 19, 2022
Daily BriefsMost ReadIn today’s briefing:FTSE All-World/All-Cap Index Rebalance: Inclusions, Deletions & Other ChangesHSI Index Rebalance: Four Weddings…
Smartkarma Daily BriefsMay 24, 2022
Daily BriefsMost ReadIn today’s briefing:FTSE All-World/All-Cap Index Rebalance: Inclusions, Deletions & Other ChangesHSI Index Rebalance: Four Weddings…
Smartkarma Daily BriefsMay 23, 2022
Daily BriefsMost ReadIn today’s briefing:HSI Index Rebalance: Four Weddings & A FuneralHang Seng TECH Index Rebalance: NIO…
Smartkarma Daily BriefsMay 22, 2022
Daily BriefsMost ReadIn today’s briefing:SK Telecom (017670 KS): Implications of Zero Foreign RoomSK Telecom: MSCI Special Deletion…
Smartkarma Daily BriefsMay 21, 2022
Daily BriefsMost ReadIn today’s briefing:S&P/ASX Index Rebalance Preview: Tabcorp, Crown & Potential Changes in JuneSK Telecom: MSCI…
Smartkarma Daily BriefsMay 20, 2022
Daily BriefsMost ReadIn today’s briefing:MSCI Japan Index Rebalance: Covering to Come After Large Short BuildupJD.com Tencent Distribution…
Smartkarma Daily BriefsMay 19, 2022
Daily BriefsEvent-DrivenIn today’s briefing:BHP Woodside Distribution - Could Be a Large Block (~US$1bn) In Early JuneFTSE…
Smartkarma Daily BriefsMay 24, 2022
Daily BriefsEvent-DrivenIn today’s briefing:FTSE All-World/All-Cap Index Rebalance: Inclusions, Deletions & Other ChangesSPH Offer Open - Starts…
Smartkarma Daily BriefsMay 23, 2022
Daily BriefsEvent-DrivenIn today’s briefing:Hang Seng TECH Index Rebalance: NIO (9866 HK) To Replace ASM Pacific (522…
Smartkarma Daily BriefsMay 22, 2022
Daily BriefsEvent-DrivenIn today’s briefing:FnGuide Top 10 Rebalancing on June 10: More Substantial Flow Impact than Last…
Smartkarma Daily BriefsMay 21, 2022
Daily BriefsEvent-DrivenIn today’s briefing:S&P/ASX Index Rebalance Preview: Tabcorp, Crown & Potential Changes in JuneSK Telecom: MSCI…
Smartkarma Daily BriefsMay 20, 2022
Daily BriefsEvent-DrivenIn today’s briefing:JD.com Tencent Distribution - All Prosus Stock Worth US$3.5bn Could Be in CCASS…
Smartkarma Daily BriefsMay 19, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:Nufarm Placement - Cleanup by Strategic InvestorConverge ICT Placement - Clean-Up and Buyback,…
Smartkarma Daily BriefsMay 24, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:GoTo: A Private Placement Larger Than the IPO and a 10% Potential Dilution…
Smartkarma Daily BriefsMay 23, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:ECM Weekly (22nd May 22) - JD, LIC, Delhivery, Leapmotor, Vista, Paradeep, Woori,…
Smartkarma Daily BriefsMay 22, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:Pre-IPO ADICON Holdings Limited - Uncertain Growth and Outlook in Post-COVID Era Pre-IPO…
Smartkarma Daily BriefsMay 20, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:Paradeep Phosphates IPO - Smallest of the Lot and Fairly Valued as WellLeapmotor…
Smartkarma Daily BriefsMay 19, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:Woori Financials Placement - Almost a Clean-Up Although past Deals Haven’t Done MuchYunkang…
Smartkarma Daily BriefsMay 18, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Samsung C&T: Deep Discount NAV, Capital Shifting to Value/Holdcos, & Trading Business BoostHK…
Smartkarma Daily BriefsMay 24, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:ASMP (522.HK): Hang Seng Tech Index (HSTECH INDEX) Took Out ASMP with NIO…
Smartkarma Daily BriefsMay 23, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Price Comparisons of SK Telecom, KT, & LG Uplus When SK Telecom Reaches…
Smartkarma Daily BriefsMay 22, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Ultrajaya Milk Industry & Trading (ULTJ IJ) - Dairy and Tea Driven Momentum…
Smartkarma Daily BriefsMay 21, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Grab 1Q2022: On a Path to Recovery but Still Has a Long Way…
Smartkarma Daily BriefsMay 20, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Sea Ltd (SE US) - Reading the Positive SignalsTencent (700 HK): 1Q22, Zero…
Smartkarma Daily BriefsMay 19, 2022
Daily BriefsTMT/InternetIn today’s briefing:Crypto Biweekly - After UST, Is USDT Next to Fall?FTSE China 50 Index…
Smartkarma Daily BriefsMay 24, 2022
Daily BriefsTMT/InternetIn today’s briefing:GoTo: A Private Placement Larger Than the IPO and a 10% Potential DilutionASMP…
Smartkarma Daily BriefsMay 23, 2022
Daily BriefsTMT/InternetIn today’s briefing:HSCEI Index Rebalance: Lenovo In, Hansoh Out; Sunac Survives (For Now) HSCEI Index…
Smartkarma Daily BriefsMay 22, 2022
Daily BriefsTMT/InternetIn today’s briefing:NCsoft: A Strong Turnaround Play in Korean Game SectorWeekly Wrap - 20 May…
Smartkarma Daily BriefsMay 21, 2022
Daily BriefsTMT/InternetIn today’s briefing:Epson (6724) - A Big Buyback Amid Benign BackdropTencent Short Poses Risk of…
Smartkarma Daily BriefsMay 20, 2022
Daily BriefsTMT/InternetIn today’s briefing:GoTo Gojek Tokopedia: Turning Tide with Index Inclusion?Sea Ltd (SE US) - Reading…
Smartkarma Daily BriefsMay 19, 2022
ChinaDaily BriefsIn today’s briefing:FTSE China A50 Index Rebalance Preview: Three Potential Adds/Deletes Due to Ground Rule…
Smartkarma Daily BriefsMay 24, 2022
ChinaDaily BriefsIn today’s briefing:ASMP (522.HK): Hang Seng Tech Index (HSTECH INDEX) Took Out ASMP with NIO…
Smartkarma Daily BriefsMay 23, 2022
ChinaDaily BriefsIn today’s briefing:Hang Seng TECH Index Rebalance: NIO (9866 HK) To Replace ASM Pacific (522…
Smartkarma Daily BriefsMay 22, 2022
ChinaDaily BriefsIn today’s briefing:HSI Index Rebalance: Four Weddings & A FuneralChinese Property Weekly - 20 May…
Smartkarma Daily BriefsMay 21, 2022
ChinaDaily BriefsIn today’s briefing:HKBN (1310 HK): KKR & PAG's Pipe DreamsTencent Short Poses Risk of 320…
Smartkarma Daily BriefsMay 20, 2022
ChinaDaily BriefsIn today’s briefing:JD.com Tencent Distribution - All Prosus Stock Worth US$3.5bn Could Be in CCASS…
Smartkarma Daily BriefsMay 19, 2022
Daily BriefsJapanIn today’s briefing:Kadokawa – How Much Upside Potential Does Elden Ring Offer?About an Article on…
Smartkarma Daily BriefsMay 24, 2022
Daily BriefsJapanIn today’s briefing:Rohm (6963 JP): Short-Term Caution, Long-Term BuyNTT (9432) Pullback Target to Buy for…
Smartkarma Daily BriefsMay 23, 2022
Daily BriefsJapanIn today’s briefing:Last Week In Event SPACE: Woodside Petroleum, Brambles, Tabcorp, HKBN, JapanTaisho Pharmaceutical (4581…
Smartkarma Daily BriefsMay 22, 2022
Daily BriefsJapanIn today’s briefing:Shiseido: Around 59% Upside Possible on Upgrades to Consensus Shiseido: Around 59% Upside…
Smartkarma Daily BriefsMay 21, 2022
Daily BriefsJapanIn today’s briefing:Epson (6724) - A Big Buyback Amid Benign BackdropScreen Holdings (7735 JP): Good…
Smartkarma Daily BriefsMay 20, 2022
Daily BriefsJapanIn today’s briefing:Yamauchi No.10 Announces Its Offer (If Toyo Accepts)Square Enix – Bounce Suggests Market…
Smartkarma Daily BriefsMay 19, 2022
Daily BriefsMacroIn today’s briefing:The Week That Was in [email protected] - Sea Ltd, Utrajaya, and Grab's ResultsCX…
Smartkarma Daily BriefsMay 24, 2022
Daily BriefsMacroIn today’s briefing:Last Major Currency Peg: Hong Kong’s Fate Could Be Determined by the Fed…
Smartkarma Daily BriefsMay 23, 2022
Daily BriefsMacroIn today’s briefing:What’s Driving The Bear Market ... Lower? What’s Driving The Bear Market ...…
Smartkarma Daily BriefsMay 22, 2022
Daily BriefsMacroIn today’s briefing:UK: Consumers Drown Their SorrowsCrypto: Perfect Storm on Stablecoin InfrastructureLet The Macro Polar…
Smartkarma Daily BriefsMay 21, 2022
Daily BriefsMacroIn today’s briefing:Sri Lanka Defaults on Debt: South Korea Is the Biggest Investor & Domino…
Smartkarma Daily BriefsMay 20, 2022
Daily BriefsMacroIn today’s briefing:US-ASEAN Summit Shows The Limits Of US Outreach To RegionUK: Inflation Breaks Upside…
Smartkarma Daily BriefsMay 19, 2022
