In today’s briefing: HSI, HSCEI, HSTECH: Rebalance Flows Post Capping (Dec 2022)FTSE China 50 Index…
Smartkarma Daily BriefsDecember 2, 2022
Key Research From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: HSI, HSCEI, HSTECH: Rebalance Flows Post Capping (Dec 2022)FTSE China 50 Index…
Smartkarma Daily BriefsDecember 1, 2022
Daily BriefsMost ReadIn today’s briefing: 2023 High Conviction: Semiconductor Down MarketSZSE1000 Index Rebalance: Changes & Potential MSCI/FTSE…
Smartkarma Daily BriefsNovember 30, 2022
Daily BriefsMost ReadIn today’s briefing: Nomura Research Institute (4307) Large Secondary Offering - Demand Profile and Index…
Smartkarma Daily BriefsNovember 29, 2022
Daily BriefsMost ReadIn today’s briefing: CSI300 Index Rebalance: The Surprises Could OutperformJAFCO (8595) Yields to Murakami Greenmail…
Smartkarma Daily BriefsNovember 28, 2022
Daily BriefsMost ReadIn today’s briefing: FTSE TWSE Taiwan Dividend+ Index Rebalance Preview: 46% One-Way Turnover and US$5bn…
Smartkarma Daily BriefsNovember 27, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Itochu Keeps Buying Fuji Oil, Takeover Offer Could Be Possible With Shares…
Smartkarma Daily BriefsDecember 2, 2022
Daily BriefsEvent-DrivenIn today’s briefing: FTSE China 50 Index Rebalance: JD Health, Yum China IN; Longfor, Xpeng…
Smartkarma Daily BriefsDecember 1, 2022
Daily BriefsEvent-DrivenIn today’s briefing: HSI, HSCEI, HSTECH: Rebalance Flows Post Capping (Dec 2022)JPX-Nikkei 400 Rebal 2023:…
Smartkarma Daily BriefsNovember 30, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Korea FSC: Major Changes in Foreign Investor Registration & IPO PricingChiNext/ChiNext 50…
Smartkarma Daily BriefsNovember 29, 2022
Daily BriefsEvent-DrivenIn today’s briefing: CSI 500 Index Rebalance: 50 Changes a Side Leads to 12%+ One-Way…
Smartkarma Daily BriefsNovember 28, 2022
Daily BriefsEvent-DrivenIn today’s briefing: CSI300 Index Rebalance: The Surprises Could OutperformSTAR50 Index Rebalance: Adds Outperform Deletes…
Smartkarma Daily BriefsNovember 27, 2022
Daily BriefsECMIn today’s briefing: Skymark IPO - ValuationPre-IPO MedSci Healthcare Holdings - The Investment Logic, the…
Smartkarma Daily BriefsDecember 2, 2022
Daily BriefsECMIn today’s briefing: Lygend Resources & Technology IPO: Trading DebutSunshine Insurance Group IPO: Valuation InsightsLava…
Smartkarma Daily BriefsDecember 1, 2022
Daily BriefsECMIn today’s briefing: Doosan Bobcat Placement - Momentum Is Strong but past Deals Have Been…
Smartkarma Daily BriefsNovember 30, 2022
Daily BriefsECMIn today’s briefing: Skymark Airlines IPO - Peer Comparison & Valuation - Asking Too Much…
Smartkarma Daily BriefsNovember 29, 2022
Daily BriefsECMIn today’s briefing: Nomura Research Institute (4307) Large Secondary Offering - Demand Profile and Index…
Smartkarma Daily BriefsNovember 28, 2022
Daily BriefsECMIn today’s briefing: ECM Weekly (27th Nov 2022) - Growatt, Lygend, Sunshine Ins, Weilong, DPC,…
Smartkarma Daily BriefsNovember 27, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: 3SBio Inc (1530 HK): Hair Product Acts as the Savior; Marginal Growth…
Smartkarma Daily BriefsDecember 2, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Softbank Group (9984 JP) –The Masa HurdlesFY3Q23: If It’s All Macro, Do…
Smartkarma Daily BriefsDecember 1, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: SONY (6758) | Regulators – Duty CallsPinduoduo: The Odd One OutTaiwan Dual-Listings:…
Smartkarma Daily BriefsNovember 30, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: 2023 High Conviction: Kuaishou (1024 HK) Brings Much Promising Data2023 High Conviction:…
Smartkarma Daily BriefsNovember 29, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: CGN New Energy Holdings: Character BuildingMeituan: New Reporting Structure Conceals Loss-Making Businesses…
Smartkarma Daily BriefsNovember 28, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Cisarua Mountain Dairy (CMRY IJ) - Fuelled by General Trade and Miss…
Smartkarma Daily BriefsNovember 27, 2022
Daily BriefsTMT/InternetIn today’s briefing: Job Hunting App Operator’s Earnings Fall Despite End to National Security ProbeVolume,…
Smartkarma Daily BriefsDecember 2, 2022
Daily BriefsTMT/InternetIn today’s briefing: CES China Semiconductor Chips Index Rebalance: Four Changes in DecemberSoftbank Group (9984…
Smartkarma Daily BriefsDecember 1, 2022
Daily BriefsTMT/InternetIn today’s briefing: Taiwan Dual-Listings: TSMC & UMC Nice Setup Opportunities, Chunghwa Rare Deep DiscountSingtel:…
Smartkarma Daily BriefsNovember 30, 2022
Daily BriefsTMT/InternetIn today’s briefing: Nomura Research Institute (4307) Large Secondary Offering - Demand Profile and Index…
Smartkarma Daily BriefsNovember 28, 2022
Daily BriefsTMT/InternetIn today’s briefing: SSE50 Index Rebalance: In Line with Forecasts; Trades Performing WellECM Weekly (27th…
Smartkarma Daily BriefsNovember 27, 2022
Daily BriefsTMT/InternetIn today’s briefing: 2023 High Conviction - GoTo - Burnt Through All Cash From the…
Smartkarma Daily BriefsNovember 26, 2022
ChinaDaily BriefsIn today’s briefing: Hang Seng Indexes: Rebalances Today; Recent Trading Data3SBio Inc (1530 HK): Hair…
Smartkarma Daily BriefsDecember 2, 2022
ChinaDaily BriefsIn today’s briefing: FTSE China 50 Index Rebalance: JD Health, Yum China IN; Longfor, Xpeng…
Smartkarma Daily BriefsDecember 1, 2022
ChinaDaily BriefsIn today’s briefing: HSI, HSCEI, HSTECH: Rebalance Flows Post Capping (Dec 2022)HSCEI Buy Entry MetSunshine…
Smartkarma Daily BriefsNovember 30, 2022
ChinaDaily BriefsIn today’s briefing: 2023 High Conviction: Kuaishou (1024 HK) Brings Much Promising Data2023 High Conviction:…
Smartkarma Daily BriefsNovember 29, 2022
ChinaDaily BriefsIn today’s briefing: CSI 500 Index Rebalance: 50 Changes a Side Leads to 12%+ One-Way…
Smartkarma Daily BriefsNovember 28, 2022
ChinaDaily BriefsIn today’s briefing: CSI300 Index Rebalance: The Surprises Could OutperformSTAR50 Index Rebalance: Adds Outperform Deletes…
Smartkarma Daily BriefsNovember 27, 2022
Daily BriefsJapanIn today’s briefing: Itochu Keeps Buying Fuji Oil, Takeover Offer Could Be Possible With Shares…
Smartkarma Daily BriefsDecember 2, 2022
Daily BriefsJapanIn today’s briefing: Toyo Construction (1890) - Creeping Up On The Next "Tender Offer Start…
Smartkarma Daily BriefsDecember 1, 2022
Daily BriefsJapanIn today’s briefing: SONY (6758) | Regulators – Duty CallsJPX-Nikkei 400 Rebal 2023: End-Nov 2022J…
Smartkarma Daily BriefsNovember 30, 2022
Daily BriefsJapanIn today’s briefing: Nomura Research Institute (4307) Large Secondary Offering - Demand Profile and Index…
Smartkarma Daily BriefsNovember 28, 2022
Daily BriefsJapanIn today’s briefing: JAFCO (8595) Yields to Murakami Greenmail - Big Asset Sale, Big BuybackSocionext…
Smartkarma Daily BriefsNovember 27, 2022
Daily BriefsJapanIn today’s briefing: High Cost of TOPIX, Which Currently Contains Illiquid Stocks, Is Considered to…
Smartkarma Daily BriefsNovember 26, 2022
Daily BriefsMacroIn today’s briefing: China Reopening May Cool Global Inflation: Morgan Stanley ReportNPS Could Raise Investments…
Smartkarma Daily BriefsDecember 2, 2022
Daily BriefsMacroIn today’s briefing: EA: Inflation Dip Concentrated in Nov-22 EA: Inflation Dip Concentrated in Nov-22By…
Smartkarma Daily BriefsDecember 1, 2022
Daily BriefsMacroIn today’s briefing: Korean Financial Regulators Propose Changes to Dividends, IPOs, & Foreign Investor RegistrationChina:…
Smartkarma Daily BriefsNovember 30, 2022
Daily BriefsMacroIn today’s briefing: Smartkarma Webinar | Investment in China - Winter of Despair or Spring…
Smartkarma Daily BriefsNovember 29, 2022
Daily BriefsMacroIn today’s briefing: The End of Cheap Money: Banking Systems Face Varying ChallengesA Cyclical Rebound…
Smartkarma Daily BriefsNovember 28, 2022
Daily BriefsMacroIn today’s briefing: CX Daily: Cosco Alters Course in the Face of Shipping Headwinds CX…
Smartkarma Daily BriefsNovember 25, 2022
CryptoDaily BriefsIn today’s briefing: Crypto.com, Independent Reserve in Top 5 for Strong AML; Binance Places 42ndThe…
Smartkarma Daily BriefsDecember 2, 2022
CryptoDaily BriefsIn today’s briefing: Wrapped Assets Under Scrutiny Wrapped Assets Under ScrutinyBy KaikoPrice Movements: The stETH discount…
Smartkarma Daily BriefsNovember 29, 2022
CryptoDaily BriefsIn today’s briefing: Zero-Knowledge Rollups Zero-Knowledge RollupsBy EtherbridgeOver the past few weeks, we have covered…
Smartkarma Daily BriefsNovember 28, 2022
CryptoDaily BriefsIn today’s briefing: How to Manage Risk in Crypto How to Manage Risk in CryptoBy…
Smartkarma Daily BriefsNovember 25, 2022
CryptoDaily BriefsIn today’s briefing: Implication for Decentralized Exchange Amid the FTX Collapse – A Case of…
Smartkarma Daily BriefsNovember 22, 2022
CryptoDaily BriefsIn today’s briefing: The 2022 Crypto Debt Crisis The 2022 Crypto Debt CrisisBy EtherbridgeOver the…
Smartkarma Daily BriefsNovember 21, 2022
Daily BriefsMost ReadIn today’s briefing: HSI, HSCEI, HSTECH: Rebalance Flows Post Capping (Dec 2022)FTSE China 50 Index…
Smartkarma Daily BriefsDecember 2, 2022
Daily BriefsMost ReadIn today’s briefing: HSI, HSCEI, HSTECH: Rebalance Flows Post Capping (Dec 2022)FTSE China 50 Index…
Smartkarma Daily BriefsDecember 1, 2022
Daily BriefsMost ReadIn today’s briefing: 2023 High Conviction: Semiconductor Down MarketSZSE1000 Index Rebalance: Changes & Potential MSCI/FTSE…
Smartkarma Daily BriefsNovember 30, 2022
Daily BriefsMost ReadIn today’s briefing: Nomura Research Institute (4307) Large Secondary Offering - Demand Profile and Index…
Smartkarma Daily BriefsNovember 29, 2022
Daily BriefsMost ReadIn today’s briefing: CSI300 Index Rebalance: The Surprises Could OutperformJAFCO (8595) Yields to Murakami Greenmail…
Smartkarma Daily BriefsNovember 28, 2022
Daily BriefsMost ReadIn today’s briefing: FTSE TWSE Taiwan Dividend+ Index Rebalance Preview: 46% One-Way Turnover and US$5bn…
Smartkarma Daily BriefsNovember 27, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Itochu Keeps Buying Fuji Oil, Takeover Offer Could Be Possible With Shares…
Smartkarma Daily BriefsDecember 2, 2022
Daily BriefsEvent-DrivenIn today’s briefing: FTSE China 50 Index Rebalance: JD Health, Yum China IN; Longfor, Xpeng…
Smartkarma Daily BriefsDecember 1, 2022
Daily BriefsEvent-DrivenIn today’s briefing: HSI, HSCEI, HSTECH: Rebalance Flows Post Capping (Dec 2022)JPX-Nikkei 400 Rebal 2023:…
Smartkarma Daily BriefsNovember 30, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Korea FSC: Major Changes in Foreign Investor Registration & IPO PricingChiNext/ChiNext 50…
Smartkarma Daily BriefsNovember 29, 2022
Daily BriefsEvent-DrivenIn today’s briefing: CSI 500 Index Rebalance: 50 Changes a Side Leads to 12%+ One-Way…
Smartkarma Daily BriefsNovember 28, 2022
Daily BriefsEvent-DrivenIn today’s briefing: CSI300 Index Rebalance: The Surprises Could OutperformSTAR50 Index Rebalance: Adds Outperform Deletes…
Smartkarma Daily BriefsNovember 27, 2022
Daily BriefsECMIn today’s briefing: Skymark IPO - ValuationPre-IPO MedSci Healthcare Holdings - The Investment Logic, the…
Smartkarma Daily BriefsDecember 2, 2022
Daily BriefsECMIn today’s briefing: Lygend Resources & Technology IPO: Trading DebutSunshine Insurance Group IPO: Valuation InsightsLava…
Smartkarma Daily BriefsDecember 1, 2022
Daily BriefsECMIn today’s briefing: Doosan Bobcat Placement - Momentum Is Strong but past Deals Have Been…
Smartkarma Daily BriefsNovember 30, 2022
Daily BriefsECMIn today’s briefing: Skymark Airlines IPO - Peer Comparison & Valuation - Asking Too Much…
Smartkarma Daily BriefsNovember 29, 2022
Daily BriefsECMIn today’s briefing: Nomura Research Institute (4307) Large Secondary Offering - Demand Profile and Index…
Smartkarma Daily BriefsNovember 28, 2022
Daily BriefsECMIn today’s briefing: ECM Weekly (27th Nov 2022) - Growatt, Lygend, Sunshine Ins, Weilong, DPC,…
Smartkarma Daily BriefsNovember 27, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: 3SBio Inc (1530 HK): Hair Product Acts as the Savior; Marginal Growth…
Smartkarma Daily BriefsDecember 2, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Softbank Group (9984 JP) –The Masa HurdlesFY3Q23: If It’s All Macro, Do…
Smartkarma Daily BriefsDecember 1, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: SONY (6758) | Regulators – Duty CallsPinduoduo: The Odd One OutTaiwan Dual-Listings:…
Smartkarma Daily BriefsNovember 30, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: 2023 High Conviction: Kuaishou (1024 HK) Brings Much Promising Data2023 High Conviction:…
Smartkarma Daily BriefsNovember 29, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: CGN New Energy Holdings: Character BuildingMeituan: New Reporting Structure Conceals Loss-Making Businesses…
Smartkarma Daily BriefsNovember 28, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Cisarua Mountain Dairy (CMRY IJ) - Fuelled by General Trade and Miss…
Smartkarma Daily BriefsNovember 27, 2022
Daily BriefsTMT/InternetIn today’s briefing: Job Hunting App Operator’s Earnings Fall Despite End to National Security ProbeVolume,…
Smartkarma Daily BriefsDecember 2, 2022
Daily BriefsTMT/InternetIn today’s briefing: CES China Semiconductor Chips Index Rebalance: Four Changes in DecemberSoftbank Group (9984…
Smartkarma Daily BriefsDecember 1, 2022
Daily BriefsTMT/InternetIn today’s briefing: Taiwan Dual-Listings: TSMC & UMC Nice Setup Opportunities, Chunghwa Rare Deep DiscountSingtel:…
Smartkarma Daily BriefsNovember 30, 2022
Daily BriefsTMT/InternetIn today’s briefing: Nomura Research Institute (4307) Large Secondary Offering - Demand Profile and Index…
Smartkarma Daily BriefsNovember 28, 2022
Daily BriefsTMT/InternetIn today’s briefing: SSE50 Index Rebalance: In Line with Forecasts; Trades Performing WellECM Weekly (27th…
Smartkarma Daily BriefsNovember 27, 2022
Daily BriefsTMT/InternetIn today’s briefing: 2023 High Conviction - GoTo - Burnt Through All Cash From the…
Smartkarma Daily BriefsNovember 26, 2022
ChinaDaily BriefsIn today’s briefing: Hang Seng Indexes: Rebalances Today; Recent Trading Data3SBio Inc (1530 HK): Hair…
Smartkarma Daily BriefsDecember 2, 2022
ChinaDaily BriefsIn today’s briefing: FTSE China 50 Index Rebalance: JD Health, Yum China IN; Longfor, Xpeng…
Smartkarma Daily BriefsDecember 1, 2022
ChinaDaily BriefsIn today’s briefing: HSI, HSCEI, HSTECH: Rebalance Flows Post Capping (Dec 2022)HSCEI Buy Entry MetSunshine…
Smartkarma Daily BriefsNovember 30, 2022
ChinaDaily BriefsIn today’s briefing: 2023 High Conviction: Kuaishou (1024 HK) Brings Much Promising Data2023 High Conviction:…
Smartkarma Daily BriefsNovember 29, 2022
ChinaDaily BriefsIn today’s briefing: CSI 500 Index Rebalance: 50 Changes a Side Leads to 12%+ One-Way…
Smartkarma Daily BriefsNovember 28, 2022
ChinaDaily BriefsIn today’s briefing: CSI300 Index Rebalance: The Surprises Could OutperformSTAR50 Index Rebalance: Adds Outperform Deletes…
Smartkarma Daily BriefsNovember 27, 2022
Daily BriefsJapanIn today’s briefing: Itochu Keeps Buying Fuji Oil, Takeover Offer Could Be Possible With Shares…
Smartkarma Daily BriefsDecember 2, 2022
Daily BriefsJapanIn today’s briefing: Toyo Construction (1890) - Creeping Up On The Next "Tender Offer Start…
Smartkarma Daily BriefsDecember 1, 2022
Daily BriefsJapanIn today’s briefing: SONY (6758) | Regulators – Duty CallsJPX-Nikkei 400 Rebal 2023: End-Nov 2022J…
Smartkarma Daily BriefsNovember 30, 2022
Daily BriefsJapanIn today’s briefing: Nomura Research Institute (4307) Large Secondary Offering - Demand Profile and Index…
Smartkarma Daily BriefsNovember 28, 2022
Daily BriefsJapanIn today’s briefing: JAFCO (8595) Yields to Murakami Greenmail - Big Asset Sale, Big BuybackSocionext…
Smartkarma Daily BriefsNovember 27, 2022
Daily BriefsJapanIn today’s briefing: High Cost of TOPIX, Which Currently Contains Illiquid Stocks, Is Considered to…
Smartkarma Daily BriefsNovember 26, 2022
Daily BriefsMacroIn today’s briefing: China Reopening May Cool Global Inflation: Morgan Stanley ReportNPS Could Raise Investments…
Smartkarma Daily BriefsDecember 2, 2022
Daily BriefsMacroIn today’s briefing: EA: Inflation Dip Concentrated in Nov-22 EA: Inflation Dip Concentrated in Nov-22By…
Smartkarma Daily BriefsDecember 1, 2022
Daily BriefsMacroIn today’s briefing: Korean Financial Regulators Propose Changes to Dividends, IPOs, & Foreign Investor RegistrationChina:…
Smartkarma Daily BriefsNovember 30, 2022
Daily BriefsMacroIn today’s briefing: Smartkarma Webinar | Investment in China - Winter of Despair or Spring…
Smartkarma Daily BriefsNovember 29, 2022
Daily BriefsMacroIn today’s briefing: The End of Cheap Money: Banking Systems Face Varying ChallengesA Cyclical Rebound…
Smartkarma Daily BriefsNovember 28, 2022
Daily BriefsMacroIn today’s briefing: CX Daily: Cosco Alters Course in the Face of Shipping Headwinds CX…
Smartkarma Daily BriefsNovember 25, 2022
CryptoDaily BriefsIn today’s briefing: Crypto.com, Independent Reserve in Top 5 for Strong AML; Binance Places 42ndThe…
Smartkarma Daily BriefsDecember 2, 2022
CryptoDaily BriefsIn today’s briefing: Wrapped Assets Under Scrutiny Wrapped Assets Under ScrutinyBy KaikoPrice Movements: The stETH discount…
Smartkarma Daily BriefsNovember 29, 2022
CryptoDaily BriefsIn today’s briefing: Zero-Knowledge Rollups Zero-Knowledge RollupsBy EtherbridgeOver the past few weeks, we have covered…
Smartkarma Daily BriefsNovember 28, 2022
CryptoDaily BriefsIn today’s briefing: How to Manage Risk in Crypto How to Manage Risk in CryptoBy…
Smartkarma Daily BriefsNovember 25, 2022
CryptoDaily BriefsIn today’s briefing: Implication for Decentralized Exchange Amid the FTX Collapse – A Case of…
Smartkarma Daily BriefsNovember 22, 2022
CryptoDaily BriefsIn today’s briefing: The 2022 Crypto Debt Crisis The 2022 Crypto Debt CrisisBy EtherbridgeOver the…
Smartkarma Daily BriefsNovember 21, 2022
