In today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2023): Potential Changes & Dark HorsesNikkei…
Smartkarma Daily BriefsApril 1, 2023
Key Research From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Toshiba – 3D Stake Reduction Reduces and Increases RiskNikkei 225 March 2023…
Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2023): Potential Changes & Dark HorsesMeituan…
Smartkarma Daily BriefsMarch 30, 2023
Daily BriefsMost ReadIn today’s briefing: Meituan (3690 HK): All Stock in CCASS Now; Tracking the SellingNikkei 225…
Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsMost ReadIn today’s briefing: Tencent Meituan Dividend - The US$17bn Overhang Is Here - Not All…
Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsMost ReadIn today’s briefing: Toshiba – Thoughts On The Tender OpinionTencent Meituan Dividend - The US$17bn…
Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsEvent-DrivenIn today’s briefing: JD.com (9618 HK) Announces TWO Spin-Offs (That Were Always Going To Be…
Smartkarma Daily BriefsApril 1, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Toshiba – 3D Stake Reduction Reduces and Increases RiskNikkei 225 March 2023…
Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Meituan (3690 HK) Distro - Prosus Shares Hit CCASS. What We Know…
Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Meituan (3690 HK): All Stock in CCASS Now; Tracking the SellingSM Entertainment:…
Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Tencent Meituan Dividend - The US$17bn Overhang Is Here - Not All…
Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsEvent-DrivenIn today’s briefing: KOSPI200 Ad Hoc Index Rebalance: DGB Financial (139130 KS) To Replace Meritz…
Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsECMIn today’s briefing: Merdeka Battery Materials IPO - Commercializing One of the World’s Largest Nickel…
Smartkarma Daily BriefsApril 1, 2023
Daily BriefsECMIn today’s briefing: Rakuten Bank IPO - Thoughts on ValuationSamsung SDS Placement - Well Flagged…
Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsECMIn today’s briefing: Trial Holdings IPO - Sector Lagging Margins Warrant a DiscountAREIT Placement -…
Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsECMIn today’s briefing: DPC Dash IPO Trading - Tepid Demand Even as Capital Group Tops…
Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsECMIn today’s briefing: Rakuten Bank Vs SBI Sumishin Net BankPre-IPO Kelun Biotech - Debut Is…
Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (26th Mar 2023) - Meituan, Rakuten Bank, SBI, Harita, Trial,…
Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Delta Taiwan Vs. Thailand Monitor: Valuation Divergence Hits a New ExtremeTencent: Next…
Smartkarma Daily BriefsApril 1, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba’s Sum of the Parts Valuation: Why the Initial Excitement May Be…
Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsEquity Bottom-UpIn 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-UpIn today’s briefing: Seven & I (3382) | New Plan Falls ShortNitori: Low Valuation Multiples…
Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Samsung FN REIT: Book Building ResultsMeituan (3690 HK): 4Q22, High Growth, Better…
Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Li Auto: First Quarterly Profit, Route to Sustained Annual Profits Will Be…
Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsTMT/InternetIn today’s briefing: Delta Taiwan Vs. Thailand Monitor: Valuation Divergence Hits a New ExtremeTencent: Next…
Smartkarma Daily BriefsApril 1, 2023
Daily BriefsTMT/InternetIn today’s briefing: Samsung SDS Placement - Well Flagged and the Last One Did WellMarshall…
Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsTMT/InternetIn today’s briefing: Meituan (3690 HK) Distro - Prosus Shares Hit CCASS. What We Know…
Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsTMT/InternetIn today’s briefing: Meituan (3690 HK): All Stock in CCASS Now; Tracking the SellingW-Scope IPO…
Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsTMT/InternetIn today’s briefing: Tencent Meituan Dividend - The US$17bn Overhang Is Here - Not All…
Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsTMT/InternetIn today’s briefing: Index Rebalance & ETF Flow Recap: MSCI KR, S&P/ASX, SSE50, ChiNext, NIFTY,…
Smartkarma Daily BriefsMarch 26, 2023
ChinaDaily BriefsIn today’s briefing: JD.com (9618 HK) Announces TWO Spin-Offs (That Were Always Going To Be…
Smartkarma Daily BriefsApril 1, 2023
ChinaDaily BriefsIn today’s briefing: Alibaba’s Sum of the Parts Valuation: Why the Initial Excitement May Be…
Smartkarma Daily BriefsMarch 31, 2023
ChinaDaily BriefsIn today’s briefing: Meituan (3690 HK) Distro - Prosus Shares Hit CCASS. What We Know…
Smartkarma Daily BriefsMarch 29, 2023
ChinaDaily BriefsIn today’s briefing: Meituan (3690 HK): All Stock in CCASS Now; Tracking the SellingDPC Dash…
Smartkarma Daily BriefsMarch 28, 2023
ChinaDaily BriefsIn today’s briefing: Tencent Meituan Dividend - The US$17bn Overhang Is Here - Not All…
Smartkarma Daily BriefsMarch 27, 2023
ChinaDaily BriefsIn today’s briefing: Index Rebalance & ETF Flow Recap: MSCI KR, S&P/ASX, SSE50, ChiNext, NIFTY,…
Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsJapanIn today’s briefing: Toshiba – 3D Stake Reduction Reduces and Increases RiskNikkei 225 March 2023…
Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsJapanIn today’s briefing: Toyo Construction (1890) Tries a Different Tactic - FEFTA!Mitsui OSK(9104): Ex-Div -…
Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsJapanIn today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2023): Potential Changes & Dark HorsesCosmo…
Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsJapanIn today’s briefing: Nikkei 225 Index Rebalance: Passives Trade on FridayToyo Construction (1890) Plays Offence…
Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsJapanIn today’s briefing: Last Week in Event SPACE: Toshiba, Toyota Industries, Meituan, Kingsoft, Rakuten BankPassive…
Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsJapanIn today’s briefing: Toshiba – Thoughts On The Tender OpinionToyota Industries: Guilty As Charged. But…
Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsMacroDaily 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 BriefsMacroIn today’s briefing: US Dollar is Dead ReduxDemographics Watch – a Public Debt TimebombEurozone Deposits…
Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsMacroIn today’s briefing: Financial Stresses a Potential Drag on Asian Economic ProspectsNavigating Turbulent Markets: The…
Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsMacroIn today’s briefing: Money Watch: How Do We Track Deposit Flights?The Week That Was in…
Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsMacroIn today’s briefing: Bank Watch – Deutsche, Deustche Alles Ist VorbeiA Fed Put of a…
Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsMacroIn today’s briefing: Crisis, What Crisis! – The Drivers of Global Liquidity and What to…
Smartkarma Daily BriefsMarch 26, 2023
CryptoDaily BriefsIn today’s briefing: CFTC V. Binance: The Data Behind the Suit CFTC V. Binance: The…
Smartkarma Daily BriefsMarch 31, 2023
CryptoDaily BriefsIn 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 BriefsIn today’s briefing: The State of Liquidity in Crypto Markets The State of Liquidity in…
Smartkarma Daily BriefsMarch 24, 2023
CryptoDaily BriefsIn today’s briefing: USDC's Depeg Or: How I Learned to Stop Worrying and Trust the…
Smartkarma Daily BriefsMarch 17, 2023
CryptoDaily BriefsIn today’s briefing: The Aftermath: What Happened to USDC? The Aftermath: What Happened to USDC?By…
Smartkarma Daily BriefsMarch 14, 2023
CryptoDaily BriefsIn today’s briefing: The Unbundling of Blockchain Infrastructure The Unbundling of Blockchain InfrastructureBy EtherbridgeOpportunity in…
Smartkarma Daily BriefsMarch 13, 2023
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2023): Potential Changes & Dark HorsesNikkei…
Smartkarma Daily BriefsApril 1, 2023
Daily BriefsMost ReadIn today’s briefing: Toshiba – 3D Stake Reduction Reduces and Increases RiskNikkei 225 March 2023…
Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2023): Potential Changes & Dark HorsesMeituan…
Smartkarma Daily BriefsMarch 30, 2023
Daily BriefsMost ReadIn today’s briefing: Meituan (3690 HK): All Stock in CCASS Now; Tracking the SellingNikkei 225…
Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsMost ReadIn today’s briefing: Tencent Meituan Dividend - The US$17bn Overhang Is Here - Not All…
Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsMost ReadIn today’s briefing: Toshiba – Thoughts On The Tender OpinionTencent Meituan Dividend - The US$17bn…
Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsEvent-DrivenIn today’s briefing: JD.com (9618 HK) Announces TWO Spin-Offs (That Were Always Going To Be…
Smartkarma Daily BriefsApril 1, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Toshiba – 3D Stake Reduction Reduces and Increases RiskNikkei 225 March 2023…
Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Meituan (3690 HK) Distro - Prosus Shares Hit CCASS. What We Know…
Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Meituan (3690 HK): All Stock in CCASS Now; Tracking the SellingSM Entertainment:…
Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Tencent Meituan Dividend - The US$17bn Overhang Is Here - Not All…
Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsEvent-DrivenIn today’s briefing: KOSPI200 Ad Hoc Index Rebalance: DGB Financial (139130 KS) To Replace Meritz…
Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsECMIn today’s briefing: Merdeka Battery Materials IPO - Commercializing One of the World’s Largest Nickel…
Smartkarma Daily BriefsApril 1, 2023
Daily BriefsECMIn today’s briefing: Rakuten Bank IPO - Thoughts on ValuationSamsung SDS Placement - Well Flagged…
Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsECMIn today’s briefing: Trial Holdings IPO - Sector Lagging Margins Warrant a DiscountAREIT Placement -…
Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsECMIn today’s briefing: DPC Dash IPO Trading - Tepid Demand Even as Capital Group Tops…
Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsECMIn today’s briefing: Rakuten Bank Vs SBI Sumishin Net BankPre-IPO Kelun Biotech - Debut Is…
Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (26th Mar 2023) - Meituan, Rakuten Bank, SBI, Harita, Trial,…
Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Delta Taiwan Vs. Thailand Monitor: Valuation Divergence Hits a New ExtremeTencent: Next…
Smartkarma Daily BriefsApril 1, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba’s Sum of the Parts Valuation: Why the Initial Excitement May Be…
Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsEquity Bottom-UpIn 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-UpIn today’s briefing: Seven & I (3382) | New Plan Falls ShortNitori: Low Valuation Multiples…
Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Samsung FN REIT: Book Building ResultsMeituan (3690 HK): 4Q22, High Growth, Better…
Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Li Auto: First Quarterly Profit, Route to Sustained Annual Profits Will Be…
Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsTMT/InternetIn today’s briefing: Delta Taiwan Vs. Thailand Monitor: Valuation Divergence Hits a New ExtremeTencent: Next…
Smartkarma Daily BriefsApril 1, 2023
Daily BriefsTMT/InternetIn today’s briefing: Samsung SDS Placement - Well Flagged and the Last One Did WellMarshall…
Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsTMT/InternetIn today’s briefing: Meituan (3690 HK) Distro - Prosus Shares Hit CCASS. What We Know…
Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsTMT/InternetIn today’s briefing: Meituan (3690 HK): All Stock in CCASS Now; Tracking the SellingW-Scope IPO…
Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsTMT/InternetIn today’s briefing: Tencent Meituan Dividend - The US$17bn Overhang Is Here - Not All…
Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsTMT/InternetIn today’s briefing: Index Rebalance & ETF Flow Recap: MSCI KR, S&P/ASX, SSE50, ChiNext, NIFTY,…
Smartkarma Daily BriefsMarch 26, 2023
ChinaDaily BriefsIn today’s briefing: JD.com (9618 HK) Announces TWO Spin-Offs (That Were Always Going To Be…
Smartkarma Daily BriefsApril 1, 2023
ChinaDaily BriefsIn today’s briefing: Alibaba’s Sum of the Parts Valuation: Why the Initial Excitement May Be…
Smartkarma Daily BriefsMarch 31, 2023
ChinaDaily BriefsIn today’s briefing: Meituan (3690 HK) Distro - Prosus Shares Hit CCASS. What We Know…
Smartkarma Daily BriefsMarch 29, 2023
ChinaDaily BriefsIn today’s briefing: Meituan (3690 HK): All Stock in CCASS Now; Tracking the SellingDPC Dash…
Smartkarma Daily BriefsMarch 28, 2023
ChinaDaily BriefsIn today’s briefing: Tencent Meituan Dividend - The US$17bn Overhang Is Here - Not All…
Smartkarma Daily BriefsMarch 27, 2023
ChinaDaily BriefsIn today’s briefing: Index Rebalance & ETF Flow Recap: MSCI KR, S&P/ASX, SSE50, ChiNext, NIFTY,…
Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsJapanIn today’s briefing: Toshiba – 3D Stake Reduction Reduces and Increases RiskNikkei 225 March 2023…
Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsJapanIn today’s briefing: Toyo Construction (1890) Tries a Different Tactic - FEFTA!Mitsui OSK(9104): Ex-Div -…
Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsJapanIn today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2023): Potential Changes & Dark HorsesCosmo…
Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsJapanIn today’s briefing: Nikkei 225 Index Rebalance: Passives Trade on FridayToyo Construction (1890) Plays Offence…
Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsJapanIn today’s briefing: Last Week in Event SPACE: Toshiba, Toyota Industries, Meituan, Kingsoft, Rakuten BankPassive…
Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsJapanIn today’s briefing: Toshiba – Thoughts On The Tender OpinionToyota Industries: Guilty As Charged. But…
Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsMacroDaily 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 BriefsMacroIn today’s briefing: US Dollar is Dead ReduxDemographics Watch – a Public Debt TimebombEurozone Deposits…
Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsMacroIn today’s briefing: Financial Stresses a Potential Drag on Asian Economic ProspectsNavigating Turbulent Markets: The…
Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsMacroIn today’s briefing: Money Watch: How Do We Track Deposit Flights?The Week That Was in…
Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsMacroIn today’s briefing: Bank Watch – Deutsche, Deustche Alles Ist VorbeiA Fed Put of a…
Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsMacroIn today’s briefing: Crisis, What Crisis! – The Drivers of Global Liquidity and What to…
Smartkarma Daily BriefsMarch 26, 2023
CryptoDaily BriefsIn today’s briefing: CFTC V. Binance: The Data Behind the Suit CFTC V. Binance: The…
Smartkarma Daily BriefsMarch 31, 2023
CryptoDaily BriefsIn 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 BriefsIn today’s briefing: The State of Liquidity in Crypto Markets The State of Liquidity in…
Smartkarma Daily BriefsMarch 24, 2023
CryptoDaily BriefsIn today’s briefing: USDC's Depeg Or: How I Learned to Stop Worrying and Trust the…
Smartkarma Daily BriefsMarch 17, 2023
CryptoDaily BriefsIn today’s briefing: The Aftermath: What Happened to USDC? The Aftermath: What Happened to USDC?By…
Smartkarma Daily BriefsMarch 14, 2023
CryptoDaily BriefsIn today’s briefing: The Unbundling of Blockchain Infrastructure The Unbundling of Blockchain InfrastructureBy EtherbridgeOpportunity in…
Smartkarma Daily BriefsMarch 13, 2023
