Daily BriefsMost Read Most Read: Toyota Industries, Deep Yellow Ltd, Keisei Electric Railway Co, Asahi Intecc, Mimasu Semiconductor Industry, Anglo American, Korea Stock Exchange KOSPI 200, Eagle Nice (Intl) Hldgs, Roland DG Corp, Engie SA and more In today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownS&P/ASX Index Rebalance Preview: Potential Changes…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsMost Read Most Read: Toyota Industries, Amman Mineral Internasional, Keisei Electric Railway Co, HD Hyundai Marine Solution , Mimasu Semiconductor Industry, Robosense Technology, Asahi Intecc, Korea Stock Exchange KOSPI 200, China Merchants Port, iShares MSCI South Korea ETF and more In today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownIDX30/LQ45/IDX80 Index Rebalance: BIG Flows for…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsMost Read Most Read: APT Medical , Tesla , HD Hyundai Marine Solution , Nikon Corp, Link REIT, Horizon Robotics, Amman Mineral Internasional, Traton SE, Robosense Technology and more In today’s briefing: STAR50 Index Rebalance Preview: APT Medical Moving HigherWhy Tesla Shows Post Results…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsMost Read Most Read: J&T Global Express , Amvis Holdings Inc, Great Wall Motor, Pou Chen, Sichuan Baicha Baidao Industrial, Elite Commercial REIT, HMM Co., Ltd., Japan Post Holdings, Nidec Corp and more In today’s briefing: J&T Global Express (1519 HK): The US$9.9 Billion Lock up ExpiryUpdated TOPIX…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsMost Read Most Read: Taiwan Semiconductor (TSMC), J&T Global Express , Krafton , Great Wall Motor, Jardine Cycle & Carriage, Roland DG Corp, Seven & I Holdings, Tencent, Samsung Life Insurance and more In today’s briefing: TSMC. How To Turn Chicken Salad Into Chicken Sh*tJ&T Global Express (1519…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsMost Read Most Read: Kokusai Electric , Taiwan Semiconductor (TSMC), Korea Stock Exchange Kospi Index, Shinko Electric Industries, Pasona Group, Taiwan Semiconductor (TSMC) – ADR, JD.com , NIFTY Index and more In today’s briefing: Kokusai Elec (6525) - The Much-Anticipated Lockup ExpiryTSMC. How To Turn Chicken…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: BHP/Anglo American: A Decarbonising Solution and more In today’s briefing: BHP/Anglo American: A Decarbonising SolutionKorea Value-Up Guidelines Release Date Is Set for…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Activist Palliser Re-Engages on Keisei Electric (9009) But The Oppty Remains Unconvincing and more In today’s briefing: Activist Palliser Re-Engages on Keisei Electric (9009) But The Oppty Remains Unconvincing18yrs…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HK REITs Re-Rate On Southbound Inclusion and more In today’s briefing: HK REITs Re-Rate On Southbound InclusionIDX30/LQ45/IDX80 Index Rebalance: BIG Flows for Some…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Find Out When HMM’s Upcoming Early Redemption Requests Might Drop and more In today’s briefing: Find Out When HMM's Upcoming Early Redemption Requests Might DropTiantan (600161CH) To…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: RMB Dual Counter Trading Is Coming – This Changes AH Relationships and more In today’s briefing: RMB Dual Counter Trading Is Coming - This Changes AH RelationshipsJardine Cycle…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Significant Developments Emerged Today for Korea’s Value-Up and more In today’s briefing: Significant Developments Emerged Today for Korea's Value-UpMerger Arb Mondays (22 Apr) -…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsECM Daily Brief ECM: China Resources Beverage (Holdings) Pre-IPO Tearsheet and more In today’s briefing: China Resources Beverage (Holdings) Pre-IPO TearsheetAfcons Infrastructure Limited Pre-IPO - The Negatives…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsECM Daily Brief ECM: HD Hyundai Marine Solution: IPO Book Building Results Analysis and more In today’s briefing: HD Hyundai Marine Solution: IPO Book Building Results AnalysisA Review of Post…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsECM Daily Brief ECM: Horizon Robotics Pre-IPO – The Positives – Rapid Revenue Growth and more In today’s briefing: Horizon Robotics Pre-IPO - The Positives - Rapid Revenue GrowthHorizon Robotics Pre-IPO…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsECM Daily Brief ECM: Krafton Placement – Stock Has Been Doing Well and more In today’s briefing: Krafton Placement - Stock Has Been Doing Well, Momentum Remains StrongSichuan Baicha…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (22nd Apr 2024) – Kokusai and more In today’s briefing: ECM Weekly (22nd Apr 2024) - Kokusai, J&T, Voda IDEA, ChaPanda, Cloudchain,…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsECM Daily Brief ECM: Will the Hyundai Marine Solution IPO Follow in Ecopro Materials’ Footsteps After It Goes Public? and more In today’s briefing: Will the Hyundai Marine Solution IPO Follow in Ecopro Materials' Footsteps After…Smartkarma Daily BriefsApril 20, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Asian Dividend Gems: Eagle Nice International Holdings and more In today’s briefing: Asian Dividend Gems: Eagle Nice International HoldingsPromoter Family Feud and Fund Diversion…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Revisiting China Merchants Ports (144 HK) and more In today’s briefing: Revisiting China Merchants Ports (144 HK)Yamaha (7951): Making Waves AgainIron Ore Comes…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Nikon (7731) – Beware The Bloomberg Headline But There’s Value Here and more In today’s briefing: Nikon (7731) - Beware The Bloomberg Headline But There's Value HereFanuc (6954)…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Elite Commercial REIT: Essential Assets at an Attractive Yield and more In today’s briefing: Elite Commercial REIT: Essential Assets at an Attractive YieldPasona (2168) - Tuesday,…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: BYD (1211 HK) 1Q24 Preview: No Concern for Slow Quarter and more In today’s briefing: BYD (1211 HK) 1Q24 Preview: No Concern for Slow Quarter, To Achieve…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC Just Provided Substantial Visibility into Their Long-Term Growth Estimate; ASML Adds Color and more In today’s briefing: TSMC Just Provided Substantial Visibility into Their Long-Term Growth Estimate; ASML Adds…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Roland DG Corp, Intel Corp, Land Mark Optoelectronics, Mediatek Inc, Alphabet, ByteDance, Computer Modelling, ATN International, Wex Inc and more In today’s briefing: Taiyo Pacific Overbids Brother for Roland DG (6789)Intel. Just Check Back In…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Mimasu Semiconductor Industry, SK Hynix, ASE Technology Holding , Meta Platforms (Facebook), Darktrace, Intel Corp, NextNav , Freelancer Ltd and more In today’s briefing: 18yrs Later, Shin-Etsu Chem Takes Out Sub Mimasu Semi (8155) - Cheap…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Robosense Technology, United Microelectronics Corp, Tkc Corp, iFAST, Arlo Technologies Inc, Oddity Tech and more In today’s briefing: HSCI Index Rebalance Preview: Robosense (2498 HK) Could Be Added in JuneUMC…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Horizon Robotics, Tesla and more In today’s briefing: Horizon Robotics Pre-IPO - The Positives - Rapid Revenue GrowthWhy Tesla Shows…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Krafton , Roland DG Corp, Tencent, HYBE , Taiwan Semiconductor (TSMC) – ADR, Xiaomi Corp, Policybazaar, Iridium Communications, Ebay Inc and more In today’s briefing: Krafton Placement - Stock Has Been Doing Well, Momentum Remains StrongRoland DG…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Taiwan Semiconductor (TSMC) – ADR, Kokusai Electric , Shift Inc and more In today’s briefing: Merger Arb Mondays (22 Apr) - Shinko, Inageya, C&F Logistics, Hollysys, Azure,…Smartkarma Daily BriefsApril 22, 2024
ChinaDaily Briefs Daily Brief China: Eagle Nice (Intl) Hldgs, ByteDance, AGBA Group Holding and more In today’s briefing: Asian Dividend Gems: Eagle Nice International HoldingsTikTok Shop Faces Regulatory Hurdles in…Smartkarma Daily BriefsApril 27, 2024
ChinaDaily Briefs Daily Brief China: China Merchants Port, China Resources Beverage, Indika Energy and more In today’s briefing: Revisiting China Merchants Ports (144 HK)China Resources Beverage (Holdings) Pre-IPO TearsheetMorning Views…Smartkarma Daily BriefsApril 26, 2024
ChinaDaily Briefs Daily Brief China: Link REIT, Robosense Technology, Luk Fook Holdings Intl, CIMC Enric Holdings, Sunho Biologics and more In today’s briefing: HK REITs Re-Rate On Southbound InclusionHSCI Index Rebalance Preview: Robosense (2498 HK)…Smartkarma Daily BriefsApril 25, 2024
ChinaDaily Briefs Daily Brief China: Anta Sports Products, Horizon Robotics, Beijing Tiantan Biological Products, Fosun Tourism, Meituan and more In today’s briefing: Anta/Li Ning/Xtep: China Sportswear 1Q24 UpdateHorizon Robotics Pre-IPO - The Positives -…Smartkarma Daily BriefsApril 24, 2024
ChinaDaily Briefs Daily Brief China: Great Wall Motor, Tencent, BYD, Xiaomi Corp, Midea Group Co Ltd A, Sichuan Baicha Baidao Industrial, Remegen and more In today’s briefing: RMB Dual Counter Trading Is Coming - This Changes AH RelationshipsHK Connect…Smartkarma Daily BriefsApril 23, 2024
ChinaDaily Briefs Daily Brief China: JD.com , Innovent Biologics Inc, Shanghai Tofflon Science A, S.F. Holding, Xunfei Healthcare Technology, CanSino Biologics and more In today’s briefing: JD.com (JD US / 9618 HK): Announced 2.8% Share Buyback In 1Q24…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsJapan Daily Brief Japan: Roland DG Corp, Fanuc Corp, Astellas Pharma and more In today’s briefing: Taiyo Pacific Overbids Brother for Roland DG (6789)Fanuc (6954 JP): Guidance Points…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co, Mimasu Semiconductor Industry, Asahi Intecc, Yamaha Corp, CyberAgent Inc, TSE Tokyo Price Index TOPIX, Daiichi Sankyo, Frontier Management Inc and more In today’s briefing: Activist Palliser Re-Engages on Keisei Electric (9009) But The Oppty Remains Unconvincing18yrs…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsJapan Daily Brief Japan: Nikon Corp, Fanuc Corp, Advance Create, Tkc Corp and more In today’s briefing: Nikon (7731) - Beware The Bloomberg Headline But There's Value HereFanuc (6954)…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsJapan Daily Brief Japan: Pasona Group, Nidec Corp, Keisei Electric Railway Co, Lasertec Corp, Shimano Inc, Nippon Prologis Reit and more In today’s briefing: Pasona (2168) - Tuesday, Jan 23, 2024Nidec (6594) | More EV LossesGolden…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsJapan Daily Brief Japan: Roland DG Corp, Seven & I Holdings, Japan Post Holdings and more In today’s briefing: Roland DG (6789 JP): Taiyo Mulling Three Options or Is It?Investor Activism…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, Kokusai Electric , Silver, Shift Inc, TSE Tokyo Price Index TOPIX and more In today’s briefing: Merger Arb Mondays (22 Apr) - Shinko, Inageya, C&F Logistics, Hollysys, Azure,…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsMacro Daily Brief Macro: EUR-flation Watch: April is hot (in inflation terms) and more In today’s briefing: EUR-flation Watch: April is hot (in inflation terms)Walker’s Weekly: Dr. Jim's Summary…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsMacro Daily Brief Macro: Will the Ban on Short Selling Stocks in Korea Extended Beyond End of June 2024? and more In today’s briefing: Will the Ban on Short Selling Stocks in Korea Extended Beyond End…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsMacro Daily Brief Macro: Active GEM Funds: Extremes in Positioning & Momentum and more In today’s briefing: Active GEM Funds: Extremes in Positioning & MomentumUS Benign This Year: Trade…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsMacro Daily Brief Macro: Back Testing the End of Mandatory Lock-Up Periods Monthly Data in Korea and more In today’s briefing: Back Testing the End of Mandatory Lock-Up Periods Monthly Data in KoreaAsian…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsMacro Daily Brief Macro: Fund Managers Are Long Commodities Again and more In today’s briefing: Fund Managers Are Long Commodities AgainGlobal FX: A Strong Dollar Is Not…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsMacro Daily Brief Macro: Are We In For A 1970s Style Inflation Revival? and more In today’s briefing: Are We In For A 1970s Style Inflation Revival?What's Bothering the U.S.…Smartkarma Daily BriefsApril 22, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #25 – Ethereum Restaking: Potential is Not Risk-Free and more In today’s briefing: Crypto Moves #25 – Ethereum Restaking: Potential is Not Risk-Free Crypto Moves…Smartkarma Daily BriefsApril 27, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Bankruptcies and Lessons Learned and more In today’s briefing: Crypto Bankruptcies and Lessons LearnedCryptocurrencies: Ill-Advised Speculation or an Alternative Asset Class?…Smartkarma Daily BriefsApril 26, 2024
CryptoDaily Briefs Daily Brief Crypto: High off the Bitcoin Halving and more In today’s briefing: High off the Bitcoin HalvingCrypto Crisp: Up, Not Down High off the…Smartkarma Daily BriefsApril 23, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #24 – Bitcoin Is A Safe Haven When There’s Nothing to Worry About and more In today’s briefing: Crypto Moves #24 – Bitcoin Is A Safe Haven When There’s Nothing…Smartkarma Daily BriefsApril 19, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Hong Kong Rhymes With Bitcoin and Ethereum ETFs and more In today’s briefing: Crypto Crisp: Hong Kong Rhymes With Bitcoin and Ethereum ETFs Crypto Crisp:…Smartkarma Daily BriefsApril 16, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #23 – The Bitcoin ETFs Run the World and more In today’s briefing: Crypto Moves #23 – The Bitcoin ETFs Run the World Crypto Moves…Smartkarma Daily BriefsApril 12, 2024
Daily BriefsMost Read Most Read: Toyota Industries, Deep Yellow Ltd, Keisei Electric Railway Co, Asahi Intecc, Mimasu Semiconductor Industry, Anglo American, Korea Stock Exchange KOSPI 200, Eagle Nice (Intl) Hldgs, Roland DG Corp, Engie SA and more In today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownS&P/ASX Index Rebalance Preview: Potential Changes…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsMost Read Most Read: Toyota Industries, Amman Mineral Internasional, Keisei Electric Railway Co, HD Hyundai Marine Solution , Mimasu Semiconductor Industry, Robosense Technology, Asahi Intecc, Korea Stock Exchange KOSPI 200, China Merchants Port, iShares MSCI South Korea ETF and more In today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownIDX30/LQ45/IDX80 Index Rebalance: BIG Flows for…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsMost Read Most Read: APT Medical , Tesla , HD Hyundai Marine Solution , Nikon Corp, Link REIT, Horizon Robotics, Amman Mineral Internasional, Traton SE, Robosense Technology and more In today’s briefing: STAR50 Index Rebalance Preview: APT Medical Moving HigherWhy Tesla Shows Post Results…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsMost Read Most Read: J&T Global Express , Amvis Holdings Inc, Great Wall Motor, Pou Chen, Sichuan Baicha Baidao Industrial, Elite Commercial REIT, HMM Co., Ltd., Japan Post Holdings, Nidec Corp and more In today’s briefing: J&T Global Express (1519 HK): The US$9.9 Billion Lock up ExpiryUpdated TOPIX…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsMost Read Most Read: Taiwan Semiconductor (TSMC), J&T Global Express , Krafton , Great Wall Motor, Jardine Cycle & Carriage, Roland DG Corp, Seven & I Holdings, Tencent, Samsung Life Insurance and more In today’s briefing: TSMC. How To Turn Chicken Salad Into Chicken Sh*tJ&T Global Express (1519…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsMost Read Most Read: Kokusai Electric , Taiwan Semiconductor (TSMC), Korea Stock Exchange Kospi Index, Shinko Electric Industries, Pasona Group, Taiwan Semiconductor (TSMC) – ADR, JD.com , NIFTY Index and more In today’s briefing: Kokusai Elec (6525) - The Much-Anticipated Lockup ExpiryTSMC. How To Turn Chicken…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: BHP/Anglo American: A Decarbonising Solution and more In today’s briefing: BHP/Anglo American: A Decarbonising SolutionKorea Value-Up Guidelines Release Date Is Set for…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Activist Palliser Re-Engages on Keisei Electric (9009) But The Oppty Remains Unconvincing and more In today’s briefing: Activist Palliser Re-Engages on Keisei Electric (9009) But The Oppty Remains Unconvincing18yrs…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: HK REITs Re-Rate On Southbound Inclusion and more In today’s briefing: HK REITs Re-Rate On Southbound InclusionIDX30/LQ45/IDX80 Index Rebalance: BIG Flows for Some…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Find Out When HMM’s Upcoming Early Redemption Requests Might Drop and more In today’s briefing: Find Out When HMM's Upcoming Early Redemption Requests Might DropTiantan (600161CH) To…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: RMB Dual Counter Trading Is Coming – This Changes AH Relationships and more In today’s briefing: RMB Dual Counter Trading Is Coming - This Changes AH RelationshipsJardine Cycle…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Significant Developments Emerged Today for Korea’s Value-Up and more In today’s briefing: Significant Developments Emerged Today for Korea's Value-UpMerger Arb Mondays (22 Apr) -…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsECM Daily Brief ECM: China Resources Beverage (Holdings) Pre-IPO Tearsheet and more In today’s briefing: China Resources Beverage (Holdings) Pre-IPO TearsheetAfcons Infrastructure Limited Pre-IPO - The Negatives…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsECM Daily Brief ECM: HD Hyundai Marine Solution: IPO Book Building Results Analysis and more In today’s briefing: HD Hyundai Marine Solution: IPO Book Building Results AnalysisA Review of Post…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsECM Daily Brief ECM: Horizon Robotics Pre-IPO – The Positives – Rapid Revenue Growth and more In today’s briefing: Horizon Robotics Pre-IPO - The Positives - Rapid Revenue GrowthHorizon Robotics Pre-IPO…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsECM Daily Brief ECM: Krafton Placement – Stock Has Been Doing Well and more In today’s briefing: Krafton Placement - Stock Has Been Doing Well, Momentum Remains StrongSichuan Baicha…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsECM Daily Brief ECM: ECM Weekly (22nd Apr 2024) – Kokusai and more In today’s briefing: ECM Weekly (22nd Apr 2024) - Kokusai, J&T, Voda IDEA, ChaPanda, Cloudchain,…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsECM Daily Brief ECM: Will the Hyundai Marine Solution IPO Follow in Ecopro Materials’ Footsteps After It Goes Public? and more In today’s briefing: Will the Hyundai Marine Solution IPO Follow in Ecopro Materials' Footsteps After…Smartkarma Daily BriefsApril 20, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Asian Dividend Gems: Eagle Nice International Holdings and more In today’s briefing: Asian Dividend Gems: Eagle Nice International HoldingsPromoter Family Feud and Fund Diversion…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Revisiting China Merchants Ports (144 HK) and more In today’s briefing: Revisiting China Merchants Ports (144 HK)Yamaha (7951): Making Waves AgainIron Ore Comes…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Nikon (7731) – Beware The Bloomberg Headline But There’s Value Here and more In today’s briefing: Nikon (7731) - Beware The Bloomberg Headline But There's Value HereFanuc (6954)…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Elite Commercial REIT: Essential Assets at an Attractive Yield and more In today’s briefing: Elite Commercial REIT: Essential Assets at an Attractive YieldPasona (2168) - Tuesday,…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: BYD (1211 HK) 1Q24 Preview: No Concern for Slow Quarter and more In today’s briefing: BYD (1211 HK) 1Q24 Preview: No Concern for Slow Quarter, To Achieve…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC Just Provided Substantial Visibility into Their Long-Term Growth Estimate; ASML Adds Color and more In today’s briefing: TSMC Just Provided Substantial Visibility into Their Long-Term Growth Estimate; ASML Adds…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Roland DG Corp, Intel Corp, Land Mark Optoelectronics, Mediatek Inc, Alphabet, ByteDance, Computer Modelling, ATN International, Wex Inc and more In today’s briefing: Taiyo Pacific Overbids Brother for Roland DG (6789)Intel. Just Check Back In…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Mimasu Semiconductor Industry, SK Hynix, ASE Technology Holding , Meta Platforms (Facebook), Darktrace, Intel Corp, NextNav , Freelancer Ltd and more In today’s briefing: 18yrs Later, Shin-Etsu Chem Takes Out Sub Mimasu Semi (8155) - Cheap…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Robosense Technology, United Microelectronics Corp, Tkc Corp, iFAST, Arlo Technologies Inc, Oddity Tech and more In today’s briefing: HSCI Index Rebalance Preview: Robosense (2498 HK) Could Be Added in JuneUMC…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Horizon Robotics, Tesla and more In today’s briefing: Horizon Robotics Pre-IPO - The Positives - Rapid Revenue GrowthWhy Tesla Shows…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Krafton , Roland DG Corp, Tencent, HYBE , Taiwan Semiconductor (TSMC) – ADR, Xiaomi Corp, Policybazaar, Iridium Communications, Ebay Inc and more In today’s briefing: Krafton Placement - Stock Has Been Doing Well, Momentum Remains StrongRoland DG…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Shinko Electric Industries, Taiwan Semiconductor (TSMC) – ADR, Kokusai Electric , Shift Inc and more In today’s briefing: Merger Arb Mondays (22 Apr) - Shinko, Inageya, C&F Logistics, Hollysys, Azure,…Smartkarma Daily BriefsApril 22, 2024
ChinaDaily Briefs Daily Brief China: Eagle Nice (Intl) Hldgs, ByteDance, AGBA Group Holding and more In today’s briefing: Asian Dividend Gems: Eagle Nice International HoldingsTikTok Shop Faces Regulatory Hurdles in…Smartkarma Daily BriefsApril 27, 2024
ChinaDaily Briefs Daily Brief China: China Merchants Port, China Resources Beverage, Indika Energy and more In today’s briefing: Revisiting China Merchants Ports (144 HK)China Resources Beverage (Holdings) Pre-IPO TearsheetMorning Views…Smartkarma Daily BriefsApril 26, 2024
ChinaDaily Briefs Daily Brief China: Link REIT, Robosense Technology, Luk Fook Holdings Intl, CIMC Enric Holdings, Sunho Biologics and more In today’s briefing: HK REITs Re-Rate On Southbound InclusionHSCI Index Rebalance Preview: Robosense (2498 HK)…Smartkarma Daily BriefsApril 25, 2024
ChinaDaily Briefs Daily Brief China: Anta Sports Products, Horizon Robotics, Beijing Tiantan Biological Products, Fosun Tourism, Meituan and more In today’s briefing: Anta/Li Ning/Xtep: China Sportswear 1Q24 UpdateHorizon Robotics Pre-IPO - The Positives -…Smartkarma Daily BriefsApril 24, 2024
ChinaDaily Briefs Daily Brief China: Great Wall Motor, Tencent, BYD, Xiaomi Corp, Midea Group Co Ltd A, Sichuan Baicha Baidao Industrial, Remegen and more In today’s briefing: RMB Dual Counter Trading Is Coming - This Changes AH RelationshipsHK Connect…Smartkarma Daily BriefsApril 23, 2024
ChinaDaily Briefs Daily Brief China: JD.com , Innovent Biologics Inc, Shanghai Tofflon Science A, S.F. Holding, Xunfei Healthcare Technology, CanSino Biologics and more In today’s briefing: JD.com (JD US / 9618 HK): Announced 2.8% Share Buyback In 1Q24…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsJapan Daily Brief Japan: Roland DG Corp, Fanuc Corp, Astellas Pharma and more In today’s briefing: Taiyo Pacific Overbids Brother for Roland DG (6789)Fanuc (6954 JP): Guidance Points…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsJapan Daily Brief Japan: Keisei Electric Railway Co, Mimasu Semiconductor Industry, Asahi Intecc, Yamaha Corp, CyberAgent Inc, TSE Tokyo Price Index TOPIX, Daiichi Sankyo, Frontier Management Inc and more In today’s briefing: Activist Palliser Re-Engages on Keisei Electric (9009) But The Oppty Remains Unconvincing18yrs…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsJapan Daily Brief Japan: Nikon Corp, Fanuc Corp, Advance Create, Tkc Corp and more In today’s briefing: Nikon (7731) - Beware The Bloomberg Headline But There's Value HereFanuc (6954)…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsJapan Daily Brief Japan: Pasona Group, Nidec Corp, Keisei Electric Railway Co, Lasertec Corp, Shimano Inc, Nippon Prologis Reit and more In today’s briefing: Pasona (2168) - Tuesday, Jan 23, 2024Nidec (6594) | More EV LossesGolden…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsJapan Daily Brief Japan: Roland DG Corp, Seven & I Holdings, Japan Post Holdings and more In today’s briefing: Roland DG (6789 JP): Taiyo Mulling Three Options or Is It?Investor Activism…Smartkarma Daily BriefsApril 23, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, Kokusai Electric , Silver, Shift Inc, TSE Tokyo Price Index TOPIX and more In today’s briefing: Merger Arb Mondays (22 Apr) - Shinko, Inageya, C&F Logistics, Hollysys, Azure,…Smartkarma Daily BriefsApril 22, 2024
Daily BriefsMacro Daily Brief Macro: EUR-flation Watch: April is hot (in inflation terms) and more In today’s briefing: EUR-flation Watch: April is hot (in inflation terms)Walker’s Weekly: Dr. Jim's Summary…Smartkarma Daily BriefsApril 27, 2024
Daily BriefsMacro Daily Brief Macro: Will the Ban on Short Selling Stocks in Korea Extended Beyond End of June 2024? and more In today’s briefing: Will the Ban on Short Selling Stocks in Korea Extended Beyond End…Smartkarma Daily BriefsApril 26, 2024
Daily BriefsMacro Daily Brief Macro: Active GEM Funds: Extremes in Positioning & Momentum and more In today’s briefing: Active GEM Funds: Extremes in Positioning & MomentumUS Benign This Year: Trade…Smartkarma Daily BriefsApril 25, 2024
Daily BriefsMacro Daily Brief Macro: Back Testing the End of Mandatory Lock-Up Periods Monthly Data in Korea and more In today’s briefing: Back Testing the End of Mandatory Lock-Up Periods Monthly Data in KoreaAsian…Smartkarma Daily BriefsApril 24, 2024
Daily BriefsMacro Daily Brief Macro: Fund Managers Are Long Commodities Again and more In today’s briefing: Fund Managers Are Long Commodities AgainGlobal FX: A Strong Dollar Is Not…Smartkarma Daily BriefsApril 23, 2024
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