In today’s briefing:BHP Unification - Trading and Spread UpdateHDN/AVN Merger & Potential ASX200 Inclusion in…
Smartkarma Daily BriefsJanuary 21, 2022
Key Research From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing:FTSE EPRA Nareit Developed Asia Preview: A Few More InclusionsThe Citic Securities Rights…
Smartkarma Daily BriefsJanuary 20, 2022
Daily BriefsMost ReadIn today’s briefing:FTSE TWSE Taiwan 50 Index Rebalance Preview: Inclusion Fairly Certain; Close Among the…
Smartkarma Daily BriefsJanuary 19, 2022
Daily BriefsMost ReadIn today’s briefing:MSCI Feb 2022 Index Rebalance Preview: Potential Changes as Review Period StartsBHP Unification…
Smartkarma Daily BriefsJanuary 18, 2022
Daily BriefsMost ReadIn today’s briefing:MSCI Feb 2022 Index Rebalance Preview: Potential Changes as Review Period StartsBHP Unification…
Smartkarma Daily BriefsJanuary 17, 2022
Daily BriefsMost ReadIn today’s briefing:LG Energy Bookbuilding: Detailed ResultsFTSE China A50 Index Ground Rule Change: Big Flows…
Smartkarma Daily BriefsJanuary 16, 2022
Daily BriefsEvent-DrivenIn today’s briefing:Hitachi Transport System (9086) - Not a Clear Outcome But Interesting PossibilitiesKOSPI Overhang…
Smartkarma Daily BriefsJanuary 21, 2022
Daily BriefsEvent-DrivenIn today’s briefing:FTSE EPRA Nareit Developed Asia Preview: A Few More InclusionsHDN/AVN Merger & Potential…
Smartkarma Daily BriefsJanuary 20, 2022
Daily BriefsEvent-DrivenIn today’s briefing:CCASS: Why Large Moves Still Mattered in 2021MSCI Korea IR: Rise of Meritz…
Smartkarma Daily BriefsJanuary 19, 2022
Daily BriefsEvent-DrivenIn today’s briefing:AKM Industrial (1639 HK): SASAC and Xiamen Government-Backed Pre-Conditional OfferSK Telecom at a…
Smartkarma Daily BriefsJanuary 18, 2022
Daily BriefsEvent-DrivenIn today’s briefing:MSCI Feb 2022 Index Rebalance Preview: Potential Changes as Review Period StartsBHP Unification…
Smartkarma Daily BriefsJanuary 17, 2022
Daily BriefsEvent-DrivenIn today’s briefing:LG Energy Solution (373220 KS) IPO: Bookbuilding Results & ImplicationsLast Week in Event…
Smartkarma Daily BriefsJanuary 16, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:LG Energy Solution IPO: Record Retail Demand AmountAquila Acquisition Corporation: Hong Kong's CMB-Backed…
Smartkarma Daily BriefsJanuary 20, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:Qingdao AInnovation Technology Group IPO - Fairly Valued with Mediocre CornerstonesHyundai Engineering IPO:…
Smartkarma Daily BriefsJanuary 18, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:AInnovation Technology IPO Initiation: Code Amber AInnovation Technology IPO Initiation: Code AmberBy Arun…
Smartkarma Daily BriefsJanuary 17, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:ECM Weekly (16th Jan 2022) - LG Energy, Hyundai Engineering, Nippon Paint, Sunac,…
Smartkarma Daily BriefsJanuary 16, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:LG Energy Bookbuilding: Detailed Results LG Energy Bookbuilding: Detailed ResultsBy Sanghyun Park This…
Smartkarma Daily BriefsJanuary 15, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:Hyundai Engineering IPO Initiation: Building on Good FoundationsCTOS Digital Lock-Up Expiry:High Chance of…
Smartkarma Daily BriefsJanuary 12, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Preview Rex International FY21 Results: Prime Beneficiary Of Rising Oil PriceSmartkarma Corporate Webinar…
Smartkarma Daily BriefsJanuary 21, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Mercari – US GMV Is Downside Risk but Profitability Is a Larger Upside…
Smartkarma Daily BriefsJanuary 20, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:SK Square: NAV Valuation Analysis, 2 IPOs of Affiliates in 1H22, & Higher…
Smartkarma Daily BriefsJanuary 19, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:DBS Group Holdings – And Baby Makes ThreeFast Retailing: Q1 Beat Seems Temporary…
Smartkarma Daily BriefsJanuary 18, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:China Evergrande Group – More CasualtiesCrown Resorts: Blackstone Group Raises Offer to AU$13.10…
Smartkarma Daily BriefsJanuary 17, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:SUMCO (3436 JP): CEO Describes Tight Supply, Rising PricesGreen Cross (006280 KS): Look…
Smartkarma Daily BriefsJanuary 16, 2022
Daily BriefsTMT/InternetIn today’s briefing:US Equities: A Small Squeeze?Stablecoin Part 2 - History of Stablecoins and the…
Smartkarma Daily BriefsJanuary 21, 2022
Daily BriefsTMT/InternetIn today’s briefing:Mercari – US GMV Is Downside Risk but Profitability Is a Larger Upside…
Smartkarma Daily BriefsJanuary 20, 2022
Daily BriefsTMT/InternetIn today’s briefing:Microsoft Got Game! Plans to Buy Activision Blizzard for $95/Share or $68.7 BillionMicrosoft…
Smartkarma Daily BriefsJanuary 19, 2022
Daily BriefsTMT/InternetIn today’s briefing:AKM Industrial (1639 HK): SASAC and Xiamen Government-Backed Pre-Conditional OfferStablecoin Part 1 -…
Smartkarma Daily BriefsJanuary 18, 2022
Daily BriefsTMT/InternetIn today’s briefing:Mercari (4385) Applying for TSE Prime Means TOPIX Inclusion in 4-5 MonthsCrypto Weekly:…
Smartkarma Daily BriefsJanuary 17, 2022
Daily BriefsTMT/InternetIn today’s briefing:Asia-Pac Weekly Risk Arb Summary: Razer, Crown Resorts, Katakura, Ausnutria, API, Irongate Asia-Pac…
Smartkarma Daily BriefsJanuary 16, 2022
ChinaDaily BriefsIn today’s briefing:StubWorld: Cathay Pacific - Still GroundedChina/HK Breakout Points Need Follow ThroughClouDr (智云健康) Pre-IPO…
Smartkarma Daily BriefsJanuary 21, 2022
ChinaDaily BriefsIn today’s briefing:Aquila Acquisition Corporation: Hong Kong's CMB-Backed SPACCountry Garden (2007 HK) - Top of…
Smartkarma Daily BriefsJanuary 20, 2022
ChinaDaily BriefsIn today’s briefing:CCASS: Why Large Moves Still Mattered in 2021The Citic Securities Rights Offering -…
Smartkarma Daily BriefsJanuary 19, 2022
ChinaDaily BriefsIn today’s briefing:AKM Industrial (1639 HK): SASAC and Xiamen Government-Backed Pre-Conditional OfferQingdao AInnovation Technology Group…
Smartkarma Daily BriefsJanuary 18, 2022
ChinaDaily BriefsIn today’s briefing:China Evergrande Group – More CasualtiesCSI300 Index Rebalance Preview (June 2022): Changes Near…
Smartkarma Daily BriefsJanuary 17, 2022
ChinaDaily BriefsIn today’s briefing:ECM Weekly (16th Jan 2022) - LG Energy, Hyundai Engineering, Nippon Paint, Sunac,…
Smartkarma Daily BriefsJanuary 16, 2022
Daily BriefsJapanIn today’s briefing:Hitachi Transport System (9086) - Not a Clear Outcome But Interesting PossibilitiesMitsui OSK…
Smartkarma Daily BriefsJanuary 21, 2022
Daily BriefsJapanIn today’s briefing:FTSE EPRA Nareit Developed Asia Preview: A Few More InclusionsShort-Term Itochu Buyback -…
Smartkarma Daily BriefsJanuary 20, 2022
Daily BriefsJapanIn today’s briefing:Time to Get Back Into Our 2021 High Conviction Call Seven & ISony…
Smartkarma Daily BriefsJanuary 19, 2022
Daily BriefsJapanIn today’s briefing:Fast Retailing: Q1 Beat Seems Temporary but Concerns About China Could Last LongParamount…
Smartkarma Daily BriefsJanuary 18, 2022
Daily BriefsJapanIn today’s briefing:MSCI Feb 2022 Index Rebalance Preview: Potential Changes as Review Period StartsNippon Paint…
Smartkarma Daily BriefsJanuary 17, 2022
Daily BriefsJapanIn today’s briefing:SUMCO (3436 JP): CEO Describes Tight Supply, Rising PricesIndex Rebalance & ETF Flow…
Smartkarma Daily BriefsJanuary 16, 2022
Daily BriefsMacroIn today’s briefing:What to Expect of EM Rates When Expecting US Rates to Stay Volatile?EA:…
Smartkarma Daily BriefsJanuary 21, 2022
Daily BriefsMacroIn today’s briefing:Value Funds Move to Record Underweight in IndiaUK: Inflation Trend Is Not a…
Smartkarma Daily BriefsJanuary 20, 2022
Daily BriefsMacroIn today’s briefing:Singapore: Multiple Catalysts, Upside Surprise to 2022 Growth LikelySino-Indian Tensions: Sleepwalking into a…
Smartkarma Daily BriefsJanuary 19, 2022
Daily BriefsMacroIn today’s briefing:China: Easing Underway…but Will It Move the Needle on Where It Counts?Indonesia: Fiscal…
Smartkarma Daily BriefsJanuary 18, 2022
Daily BriefsMacroIn today’s briefing:Time to Turn DefensiveFade the Value ReboundLong-Short Trade of KOSPI200 & KOSDAQ150 Amid…
Smartkarma Daily BriefsJanuary 17, 2022
Daily BriefsMacroIn today’s briefing:Strong Fed Policy Conviction Contrasts with PBoC, as Global Supply Chains Lose Their…
Smartkarma Daily BriefsJanuary 15, 2022
Daily BriefsMost ReadIn today’s briefing:BHP Unification - Trading and Spread UpdateHDN/AVN Merger & Potential ASX200 Inclusion in…
Smartkarma Daily BriefsJanuary 21, 2022
Daily BriefsMost ReadIn today’s briefing:FTSE EPRA Nareit Developed Asia Preview: A Few More InclusionsThe Citic Securities Rights…
Smartkarma Daily BriefsJanuary 20, 2022
Daily BriefsMost ReadIn today’s briefing:FTSE TWSE Taiwan 50 Index Rebalance Preview: Inclusion Fairly Certain; Close Among the…
Smartkarma Daily BriefsJanuary 19, 2022
Daily BriefsMost ReadIn today’s briefing:MSCI Feb 2022 Index Rebalance Preview: Potential Changes as Review Period StartsBHP Unification…
Smartkarma Daily BriefsJanuary 18, 2022
Daily BriefsMost ReadIn today’s briefing:MSCI Feb 2022 Index Rebalance Preview: Potential Changes as Review Period StartsBHP Unification…
Smartkarma Daily BriefsJanuary 17, 2022
Daily BriefsMost ReadIn today’s briefing:LG Energy Bookbuilding: Detailed ResultsFTSE China A50 Index Ground Rule Change: Big Flows…
Smartkarma Daily BriefsJanuary 16, 2022
Daily BriefsEvent-DrivenIn today’s briefing:Hitachi Transport System (9086) - Not a Clear Outcome But Interesting PossibilitiesKOSPI Overhang…
Smartkarma Daily BriefsJanuary 21, 2022
Daily BriefsEvent-DrivenIn today’s briefing:FTSE EPRA Nareit Developed Asia Preview: A Few More InclusionsHDN/AVN Merger & Potential…
Smartkarma Daily BriefsJanuary 20, 2022
Daily BriefsEvent-DrivenIn today’s briefing:CCASS: Why Large Moves Still Mattered in 2021MSCI Korea IR: Rise of Meritz…
Smartkarma Daily BriefsJanuary 19, 2022
Daily BriefsEvent-DrivenIn today’s briefing:AKM Industrial (1639 HK): SASAC and Xiamen Government-Backed Pre-Conditional OfferSK Telecom at a…
Smartkarma Daily BriefsJanuary 18, 2022
Daily BriefsEvent-DrivenIn today’s briefing:MSCI Feb 2022 Index Rebalance Preview: Potential Changes as Review Period StartsBHP Unification…
Smartkarma Daily BriefsJanuary 17, 2022
Daily BriefsEvent-DrivenIn today’s briefing:LG Energy Solution (373220 KS) IPO: Bookbuilding Results & ImplicationsLast Week in Event…
Smartkarma Daily BriefsJanuary 16, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:LG Energy Solution IPO: Record Retail Demand AmountAquila Acquisition Corporation: Hong Kong's CMB-Backed…
Smartkarma Daily BriefsJanuary 20, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:Qingdao AInnovation Technology Group IPO - Fairly Valued with Mediocre CornerstonesHyundai Engineering IPO:…
Smartkarma Daily BriefsJanuary 18, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:AInnovation Technology IPO Initiation: Code Amber AInnovation Technology IPO Initiation: Code AmberBy Arun…
Smartkarma Daily BriefsJanuary 17, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:ECM Weekly (16th Jan 2022) - LG Energy, Hyundai Engineering, Nippon Paint, Sunac,…
Smartkarma Daily BriefsJanuary 16, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:LG Energy Bookbuilding: Detailed Results LG Energy Bookbuilding: Detailed ResultsBy Sanghyun Park This…
Smartkarma Daily BriefsJanuary 15, 2022
Daily BriefsIPOs and PlacementsIn today’s briefing:Hyundai Engineering IPO Initiation: Building on Good FoundationsCTOS Digital Lock-Up Expiry:High Chance of…
Smartkarma Daily BriefsJanuary 12, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Preview Rex International FY21 Results: Prime Beneficiary Of Rising Oil PriceSmartkarma Corporate Webinar…
Smartkarma Daily BriefsJanuary 21, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Mercari – US GMV Is Downside Risk but Profitability Is a Larger Upside…
Smartkarma Daily BriefsJanuary 20, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:SK Square: NAV Valuation Analysis, 2 IPOs of Affiliates in 1H22, & Higher…
Smartkarma Daily BriefsJanuary 19, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:DBS Group Holdings – And Baby Makes ThreeFast Retailing: Q1 Beat Seems Temporary…
Smartkarma Daily BriefsJanuary 18, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:China Evergrande Group – More CasualtiesCrown Resorts: Blackstone Group Raises Offer to AU$13.10…
Smartkarma Daily BriefsJanuary 17, 2022
Bottom-Up EquitiesDaily BriefsIn today’s briefing:SUMCO (3436 JP): CEO Describes Tight Supply, Rising PricesGreen Cross (006280 KS): Look…
Smartkarma Daily BriefsJanuary 16, 2022
Daily BriefsTMT/InternetIn today’s briefing:US Equities: A Small Squeeze?Stablecoin Part 2 - History of Stablecoins and the…
Smartkarma Daily BriefsJanuary 21, 2022
Daily BriefsTMT/InternetIn today’s briefing:Mercari – US GMV Is Downside Risk but Profitability Is a Larger Upside…
Smartkarma Daily BriefsJanuary 20, 2022
Daily BriefsTMT/InternetIn today’s briefing:Microsoft Got Game! Plans to Buy Activision Blizzard for $95/Share or $68.7 BillionMicrosoft…
Smartkarma Daily BriefsJanuary 19, 2022
Daily BriefsTMT/InternetIn today’s briefing:AKM Industrial (1639 HK): SASAC and Xiamen Government-Backed Pre-Conditional OfferStablecoin Part 1 -…
Smartkarma Daily BriefsJanuary 18, 2022
Daily BriefsTMT/InternetIn today’s briefing:Mercari (4385) Applying for TSE Prime Means TOPIX Inclusion in 4-5 MonthsCrypto Weekly:…
Smartkarma Daily BriefsJanuary 17, 2022
Daily BriefsTMT/InternetIn today’s briefing:Asia-Pac Weekly Risk Arb Summary: Razer, Crown Resorts, Katakura, Ausnutria, API, Irongate Asia-Pac…
Smartkarma Daily BriefsJanuary 16, 2022
ChinaDaily BriefsIn today’s briefing:StubWorld: Cathay Pacific - Still GroundedChina/HK Breakout Points Need Follow ThroughClouDr (智云健康) Pre-IPO…
Smartkarma Daily BriefsJanuary 21, 2022
ChinaDaily BriefsIn today’s briefing:Aquila Acquisition Corporation: Hong Kong's CMB-Backed SPACCountry Garden (2007 HK) - Top of…
Smartkarma Daily BriefsJanuary 20, 2022
ChinaDaily BriefsIn today’s briefing:CCASS: Why Large Moves Still Mattered in 2021The Citic Securities Rights Offering -…
Smartkarma Daily BriefsJanuary 19, 2022
ChinaDaily BriefsIn today’s briefing:AKM Industrial (1639 HK): SASAC and Xiamen Government-Backed Pre-Conditional OfferQingdao AInnovation Technology Group…
Smartkarma Daily BriefsJanuary 18, 2022
ChinaDaily BriefsIn today’s briefing:China Evergrande Group – More CasualtiesCSI300 Index Rebalance Preview (June 2022): Changes Near…
Smartkarma Daily BriefsJanuary 17, 2022
ChinaDaily BriefsIn today’s briefing:ECM Weekly (16th Jan 2022) - LG Energy, Hyundai Engineering, Nippon Paint, Sunac,…
Smartkarma Daily BriefsJanuary 16, 2022
Daily BriefsJapanIn today’s briefing:Hitachi Transport System (9086) - Not a Clear Outcome But Interesting PossibilitiesMitsui OSK…
Smartkarma Daily BriefsJanuary 21, 2022
Daily BriefsJapanIn today’s briefing:FTSE EPRA Nareit Developed Asia Preview: A Few More InclusionsShort-Term Itochu Buyback -…
Smartkarma Daily BriefsJanuary 20, 2022
Daily BriefsJapanIn today’s briefing:Time to Get Back Into Our 2021 High Conviction Call Seven & ISony…
Smartkarma Daily BriefsJanuary 19, 2022
Daily BriefsJapanIn today’s briefing:Fast Retailing: Q1 Beat Seems Temporary but Concerns About China Could Last LongParamount…
Smartkarma Daily BriefsJanuary 18, 2022
Daily BriefsJapanIn today’s briefing:MSCI Feb 2022 Index Rebalance Preview: Potential Changes as Review Period StartsNippon Paint…
Smartkarma Daily BriefsJanuary 17, 2022
Daily BriefsJapanIn today’s briefing:SUMCO (3436 JP): CEO Describes Tight Supply, Rising PricesIndex Rebalance & ETF Flow…
Smartkarma Daily BriefsJanuary 16, 2022
Daily BriefsMacroIn today’s briefing:What to Expect of EM Rates When Expecting US Rates to Stay Volatile?EA:…
Smartkarma Daily BriefsJanuary 21, 2022
Daily BriefsMacroIn today’s briefing:Value Funds Move to Record Underweight in IndiaUK: Inflation Trend Is Not a…
Smartkarma Daily BriefsJanuary 20, 2022
Daily BriefsMacroIn today’s briefing:Singapore: Multiple Catalysts, Upside Surprise to 2022 Growth LikelySino-Indian Tensions: Sleepwalking into a…
Smartkarma Daily BriefsJanuary 19, 2022
Daily BriefsMacroIn today’s briefing:China: Easing Underway…but Will It Move the Needle on Where It Counts?Indonesia: Fiscal…
Smartkarma Daily BriefsJanuary 18, 2022
Daily BriefsMacroIn today’s briefing:Time to Turn DefensiveFade the Value ReboundLong-Short Trade of KOSPI200 & KOSDAQ150 Amid…
Smartkarma Daily BriefsJanuary 17, 2022
Daily BriefsMacroIn today’s briefing:Strong Fed Policy Conviction Contrasts with PBoC, as Global Supply Chains Lose Their…
Smartkarma Daily BriefsJanuary 15, 2022
