In today’s briefing:Last Week in Event SPACE: SOHO China, Invesco Office, Iress, WH Group, PCCWGlobal…
Smartkarma Daily BriefsAugust 2, 2021
Key Research From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing:WH Group Offer Doc Out - This Little Piggy Went To MarketFloat Confusions…
Smartkarma Daily BriefsAugust 1, 2021
Daily BriefsMost ReadIn today’s briefing:STAR50 Index Rebalance Preview: Big Turnover in a Volatile MarketSOHO China (410 HK):…
Smartkarma Daily BriefsJuly 31, 2021
Daily BriefsMost ReadIn today’s briefing:STAR50 Index Rebalance Preview: Big Turnover in a Volatile MarketKakao Bank - Gray…
Smartkarma Daily BriefsJuly 30, 2021
Daily BriefsMost ReadIn today’s briefing:As The Dust Settles - Potential Index Changes to the FTSE China 50/A50…
Smartkarma Daily BriefsJuly 29, 2021
Daily BriefsMost ReadIn today’s briefing:JAPAN PASSIVE: Who Owns What 2021?TAL Education (TAL): In New Rule on Tutoring…
Smartkarma Daily BriefsJuly 28, 2021
Daily BriefsEvent-DrivenIn today’s briefing:Did Passive Rebalancing Trading on SKT Start Last Friday?KOSPI200 Index Rebalance Preview: Two…
Smartkarma Daily BriefsAugust 2, 2021
Daily BriefsEvent-DrivenIn today’s briefing:Last Week in Event SPACE: SOHO China, Invesco Office, Iress, WH Group, PCCWHyundai…
Smartkarma Daily BriefsAugust 1, 2021
Daily BriefsEvent-DrivenIn today’s briefing:Kakao Bank: Allocations, Lock Ups and Index Fast EntryTencent: All Bets Are OffChong…
Smartkarma Daily BriefsJuly 31, 2021
Daily BriefsEvent-DrivenIn today’s briefing:Breaking Down Advantest's Big BuybackKrafton IPO: Bookbuilding Results & Index Fast EntryIress (ASX…
Smartkarma Daily BriefsJuly 30, 2021
Daily BriefsEvent-DrivenIn today’s briefing:PropertyGuru/Bridgetown 2 SPAC Listing/Merger - Second Time Lucky - Some Food for ThoughtNature…
Smartkarma Daily BriefsJuly 29, 2021
Daily BriefsEvent-DrivenIn today’s briefing:Can After Tremors of the China Tutoring Sector Shakeup Impact India EdTech?As The…
Smartkarma Daily BriefsJuly 28, 2021
Daily BriefsIPOs and PlacementsIn today’s briefing:ECM Weekly (1st August 2021) - Cloud Village, Li Auto HK, Asymchem, Acotec,…
Smartkarma Daily BriefsAugust 2, 2021
Daily BriefsIPOs and PlacementsIn today’s briefing:CarTrade Tech IPO- A Patchy DriveCloud Village (NetEase Music) Pre-IPO - Initial Thoughts…
Smartkarma Daily BriefsAugust 1, 2021
Daily BriefsIPOs and PlacementsIn today’s briefing:PointsBet Institutional Placement and Entitlement Offer - Worth a BetCloud Village (NetEase Music)…
Smartkarma Daily BriefsJuly 30, 2021
Daily BriefsIPOs and PlacementsIn today’s briefing:Krafton Bookbuilding: A Quick Recap of Last Day CrazinessHK Inno.N Book Building Results…
Smartkarma Daily BriefsJuly 29, 2021
Daily BriefsIPOs and PlacementsIn today’s briefing:Krafton Bookbuilding Last Day: Institutional Mood So FarBukalapak IPO ValuationAsymchem Labs A/H Listing…
Smartkarma Daily BriefsJuly 28, 2021
Daily BriefsIPOs and PlacementsIn today’s briefing:Paytm IPO Initiation: A Payments-Led Super-AppKrafton IPO - A Few Thoughts on Its…
Smartkarma Daily BriefsJuly 27, 2021
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Bajaj Finance: Undergoing Major Transformation Towards Becoming a Fintech CompanyChina Comm Const (1800…
Smartkarma Daily BriefsAugust 2, 2021
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Religare Enterprises: Will Fortunes Change? Religare Enterprises: Will Fortunes Change?By Nitin MangalIn our…
Smartkarma Daily BriefsAugust 1, 2021
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Astra International (ASII IJ) - Leaning into the RecoveryKeyence – Showing Its QualityMediaTek:…
Smartkarma Daily BriefsJuly 31, 2021
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Alibaba (BABA): Over Impacted Before Quarter ResultJinxin Fertility: Signs of Policy Tailwind and…
Smartkarma Daily BriefsJuly 30, 2021
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Tencent/NetEase: July Game Approval AnalysisFew Points to Consider Before Bottom Fishing Chinese TechTencent…
Smartkarma Daily BriefsJuly 29, 2021
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Tencent Holdings – Only The BeginningAlibaba (BABA US) – Looking for a Reprieve…
Smartkarma Daily BriefsJuly 28, 2021
Daily BriefsTMT/InternetIn today’s briefing:Afterpay (APT AU) - Square Is Buying Now in an All Stock DealCarTrade…
Smartkarma Daily BriefsAugust 2, 2021
Daily BriefsTMT/InternetIn today’s briefing:CarTrade Tech IPO- A Patchy DriveThe Potential of DApps to Disrupt Ownership Rights…
Smartkarma Daily BriefsAugust 1, 2021
Daily BriefsTMT/InternetIn today’s briefing:Tencent: All Bets Are OffKeyence – Showing Its QualityMediaTek: Results Beat, Increased Guidance,…
Smartkarma Daily BriefsJuly 31, 2021
Daily BriefsTMT/InternetIn today’s briefing:Alibaba (BABA): Over Impacted Before Quarter ResultBreaking Down Advantest's Big BuybackKrafton IPO: Bookbuilding…
Smartkarma Daily BriefsJuly 30, 2021
Daily BriefsTMT/InternetIn today’s briefing:PropertyGuru/Bridgetown 2 SPAC Listing/Merger - Second Time Lucky - Some Food for ThoughtTencent/NetEase:…
Smartkarma Daily BriefsJuly 29, 2021
Daily BriefsTMT/InternetIn today’s briefing:Tencent Holdings – Only The BeginningCan After Tremors of the China Tutoring Sector…
Smartkarma Daily BriefsJuly 28, 2021
ChinaDaily BriefsIn today’s briefing:ECM Weekly (1st August 2021) - Cloud Village, Li Auto HK, Asymchem, Acotec,…
Smartkarma Daily BriefsAugust 2, 2021
ChinaDaily BriefsIn today’s briefing:Last Week in Event SPACE: SOHO China, Invesco Office, Iress, WH Group, PCCWCloud…
Smartkarma Daily BriefsAugust 1, 2021
ChinaDaily BriefsIn today’s briefing:Tencent: All Bets Are OffChong Hing Bank (1111 HK): Scheme Doc Out. IFA…
Smartkarma Daily BriefsJuly 31, 2021
ChinaDaily BriefsIn today’s briefing:Alibaba (BABA): Over Impacted Before Quarter ResultJinxin Fertility: Signs of Policy Tailwind and…
Smartkarma Daily BriefsJuly 30, 2021
ChinaDaily BriefsIn today’s briefing:Tencent/NetEase: July Game Approval AnalysisNature Home (2083 HK)'s Full OfferFew Points to Consider…
Smartkarma Daily BriefsJuly 29, 2021
ChinaDaily BriefsIn today’s briefing:Tencent Holdings – Only The BeginningAs The Dust Settles - Potential Index Changes…
Smartkarma Daily BriefsJuly 28, 2021
Daily BriefsJapanIn today’s briefing:Conviction Call Mazda – Blowout Comes ThroughOriental Land: Too Expensive to Benefit From…
Smartkarma Daily BriefsAugust 2, 2021
Daily BriefsJapanIn today’s briefing:Keyence – Showing Its QualityKDDI (Buy): Q1 21 Results – Weak Consumer Offset…
Smartkarma Daily BriefsJuly 31, 2021
Daily BriefsJapanIn today’s briefing:Breaking Down Advantest's Big BuybackCapcom – On Track for ¥60bn in OP This…
Smartkarma Daily BriefsJuly 30, 2021
Daily BriefsJapanIn today’s briefing:Invesco Real Estate Deal for Invesco Office (3298) Successful - Now For the…
Smartkarma Daily BriefsJuly 29, 2021
Daily BriefsJapanIn today’s briefing:Sakai Ovex MBO Reloaded - Up 27% from Last Weak Bump But Still…
Smartkarma Daily BriefsJuly 28, 2021
Daily BriefsJapanIn today’s briefing:Softbank Group - China Has Just Blown a Hole in Vision Fund’s Rapid…
Smartkarma Daily BriefsJuly 27, 2021
Daily BriefsMacroIn today’s briefing:A Whiff of Rotation in the AirSector Review: Balanced Leadership and Rotation A…
Smartkarma Daily BriefsAugust 2, 2021
Daily BriefsMacroIn today’s briefing:Edtech/ Evergrande/ US-China/ Taiwan/ TibetGlobal Capital Spending: Recovering After Resilience During Pandemic, but…
Smartkarma Daily BriefsJuly 31, 2021
Daily BriefsMacroIn today’s briefing:FX Dashboard: Will Asian Currencies Continue to Underperform?Inflation: Will Your Anchor Hold?China Equity…
Smartkarma Daily BriefsJuly 30, 2021
Daily BriefsMacroIn today’s briefing:ASEAN as Epicentre of the Covid Crisis: Malaysia Worst Off, Indonesia ImprovingTMI Snapshot: …
Smartkarma Daily BriefsJuly 29, 2021
Daily BriefsMacroIn today’s briefing:Bonds & FX: Here Comes TroubleFX Dashboard: Cross-Correlations Between EM Currencies Rise Sharply…
Smartkarma Daily BriefsJuly 28, 2021
Daily BriefsMacroIn today’s briefing:China: Policy Moves Show Who's BossSingapore: Unusual Hints of a Major Shift in…
Smartkarma Daily BriefsJuly 27, 2021
Daily BriefsMost ReadIn today’s briefing:Last Week in Event SPACE: SOHO China, Invesco Office, Iress, WH Group, PCCWGlobal…
Smartkarma Daily BriefsAugust 2, 2021
Daily BriefsMost ReadIn today’s briefing:WH Group Offer Doc Out - This Little Piggy Went To MarketFloat Confusions…
Smartkarma Daily BriefsAugust 1, 2021
Daily BriefsMost ReadIn today’s briefing:STAR50 Index Rebalance Preview: Big Turnover in a Volatile MarketSOHO China (410 HK):…
Smartkarma Daily BriefsJuly 31, 2021
Daily BriefsMost ReadIn today’s briefing:STAR50 Index Rebalance Preview: Big Turnover in a Volatile MarketKakao Bank - Gray…
Smartkarma Daily BriefsJuly 30, 2021
Daily BriefsMost ReadIn today’s briefing:As The Dust Settles - Potential Index Changes to the FTSE China 50/A50…
Smartkarma Daily BriefsJuly 29, 2021
Daily BriefsMost ReadIn today’s briefing:JAPAN PASSIVE: Who Owns What 2021?TAL Education (TAL): In New Rule on Tutoring…
Smartkarma Daily BriefsJuly 28, 2021
Daily BriefsEvent-DrivenIn today’s briefing:Did Passive Rebalancing Trading on SKT Start Last Friday?KOSPI200 Index Rebalance Preview: Two…
Smartkarma Daily BriefsAugust 2, 2021
Daily BriefsEvent-DrivenIn today’s briefing:Last Week in Event SPACE: SOHO China, Invesco Office, Iress, WH Group, PCCWHyundai…
Smartkarma Daily BriefsAugust 1, 2021
Daily BriefsEvent-DrivenIn today’s briefing:Kakao Bank: Allocations, Lock Ups and Index Fast EntryTencent: All Bets Are OffChong…
Smartkarma Daily BriefsJuly 31, 2021
Daily BriefsEvent-DrivenIn today’s briefing:Breaking Down Advantest's Big BuybackKrafton IPO: Bookbuilding Results & Index Fast EntryIress (ASX…
Smartkarma Daily BriefsJuly 30, 2021
Daily BriefsEvent-DrivenIn today’s briefing:PropertyGuru/Bridgetown 2 SPAC Listing/Merger - Second Time Lucky - Some Food for ThoughtNature…
Smartkarma Daily BriefsJuly 29, 2021
Daily BriefsEvent-DrivenIn today’s briefing:Can After Tremors of the China Tutoring Sector Shakeup Impact India EdTech?As The…
Smartkarma Daily BriefsJuly 28, 2021
Daily BriefsIPOs and PlacementsIn today’s briefing:ECM Weekly (1st August 2021) - Cloud Village, Li Auto HK, Asymchem, Acotec,…
Smartkarma Daily BriefsAugust 2, 2021
Daily BriefsIPOs and PlacementsIn today’s briefing:CarTrade Tech IPO- A Patchy DriveCloud Village (NetEase Music) Pre-IPO - Initial Thoughts…
Smartkarma Daily BriefsAugust 1, 2021
Daily BriefsIPOs and PlacementsIn today’s briefing:PointsBet Institutional Placement and Entitlement Offer - Worth a BetCloud Village (NetEase Music)…
Smartkarma Daily BriefsJuly 30, 2021
Daily BriefsIPOs and PlacementsIn today’s briefing:Krafton Bookbuilding: A Quick Recap of Last Day CrazinessHK Inno.N Book Building Results…
Smartkarma Daily BriefsJuly 29, 2021
Daily BriefsIPOs and PlacementsIn today’s briefing:Krafton Bookbuilding Last Day: Institutional Mood So FarBukalapak IPO ValuationAsymchem Labs A/H Listing…
Smartkarma Daily BriefsJuly 28, 2021
Daily BriefsIPOs and PlacementsIn today’s briefing:Paytm IPO Initiation: A Payments-Led Super-AppKrafton IPO - A Few Thoughts on Its…
Smartkarma Daily BriefsJuly 27, 2021
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Bajaj Finance: Undergoing Major Transformation Towards Becoming a Fintech CompanyChina Comm Const (1800…
Smartkarma Daily BriefsAugust 2, 2021
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Religare Enterprises: Will Fortunes Change? Religare Enterprises: Will Fortunes Change?By Nitin MangalIn our…
Smartkarma Daily BriefsAugust 1, 2021
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Astra International (ASII IJ) - Leaning into the RecoveryKeyence – Showing Its QualityMediaTek:…
Smartkarma Daily BriefsJuly 31, 2021
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Alibaba (BABA): Over Impacted Before Quarter ResultJinxin Fertility: Signs of Policy Tailwind and…
Smartkarma Daily BriefsJuly 30, 2021
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Tencent/NetEase: July Game Approval AnalysisFew Points to Consider Before Bottom Fishing Chinese TechTencent…
Smartkarma Daily BriefsJuly 29, 2021
Bottom-Up EquitiesDaily BriefsIn today’s briefing:Tencent Holdings – Only The BeginningAlibaba (BABA US) – Looking for a Reprieve…
Smartkarma Daily BriefsJuly 28, 2021
Daily BriefsTMT/InternetIn today’s briefing:Afterpay (APT AU) - Square Is Buying Now in an All Stock DealCarTrade…
Smartkarma Daily BriefsAugust 2, 2021
Daily BriefsTMT/InternetIn today’s briefing:CarTrade Tech IPO- A Patchy DriveThe Potential of DApps to Disrupt Ownership Rights…
Smartkarma Daily BriefsAugust 1, 2021
Daily BriefsTMT/InternetIn today’s briefing:Tencent: All Bets Are OffKeyence – Showing Its QualityMediaTek: Results Beat, Increased Guidance,…
Smartkarma Daily BriefsJuly 31, 2021
Daily BriefsTMT/InternetIn today’s briefing:Alibaba (BABA): Over Impacted Before Quarter ResultBreaking Down Advantest's Big BuybackKrafton IPO: Bookbuilding…
Smartkarma Daily BriefsJuly 30, 2021
Daily BriefsTMT/InternetIn today’s briefing:PropertyGuru/Bridgetown 2 SPAC Listing/Merger - Second Time Lucky - Some Food for ThoughtTencent/NetEase:…
Smartkarma Daily BriefsJuly 29, 2021
Daily BriefsTMT/InternetIn today’s briefing:Tencent Holdings – Only The BeginningCan After Tremors of the China Tutoring Sector…
Smartkarma Daily BriefsJuly 28, 2021
ChinaDaily BriefsIn today’s briefing:ECM Weekly (1st August 2021) - Cloud Village, Li Auto HK, Asymchem, Acotec,…
Smartkarma Daily BriefsAugust 2, 2021
ChinaDaily BriefsIn today’s briefing:Last Week in Event SPACE: SOHO China, Invesco Office, Iress, WH Group, PCCWCloud…
Smartkarma Daily BriefsAugust 1, 2021
ChinaDaily BriefsIn today’s briefing:Tencent: All Bets Are OffChong Hing Bank (1111 HK): Scheme Doc Out. IFA…
Smartkarma Daily BriefsJuly 31, 2021
ChinaDaily BriefsIn today’s briefing:Alibaba (BABA): Over Impacted Before Quarter ResultJinxin Fertility: Signs of Policy Tailwind and…
Smartkarma Daily BriefsJuly 30, 2021
ChinaDaily BriefsIn today’s briefing:Tencent/NetEase: July Game Approval AnalysisNature Home (2083 HK)'s Full OfferFew Points to Consider…
Smartkarma Daily BriefsJuly 29, 2021
ChinaDaily BriefsIn today’s briefing:Tencent Holdings – Only The BeginningAs The Dust Settles - Potential Index Changes…
Smartkarma Daily BriefsJuly 28, 2021
Daily BriefsJapanIn today’s briefing:Conviction Call Mazda – Blowout Comes ThroughOriental Land: Too Expensive to Benefit From…
Smartkarma Daily BriefsAugust 2, 2021
Daily BriefsJapanIn today’s briefing:Keyence – Showing Its QualityKDDI (Buy): Q1 21 Results – Weak Consumer Offset…
Smartkarma Daily BriefsJuly 31, 2021
Daily BriefsJapanIn today’s briefing:Breaking Down Advantest's Big BuybackCapcom – On Track for ¥60bn in OP This…
Smartkarma Daily BriefsJuly 30, 2021
Daily BriefsJapanIn today’s briefing:Invesco Real Estate Deal for Invesco Office (3298) Successful - Now For the…
Smartkarma Daily BriefsJuly 29, 2021
Daily BriefsJapanIn today’s briefing:Sakai Ovex MBO Reloaded - Up 27% from Last Weak Bump But Still…
Smartkarma Daily BriefsJuly 28, 2021
Daily BriefsJapanIn today’s briefing:Softbank Group - China Has Just Blown a Hole in Vision Fund’s Rapid…
Smartkarma Daily BriefsJuly 27, 2021
Daily BriefsMacroIn today’s briefing:A Whiff of Rotation in the AirSector Review: Balanced Leadership and Rotation A…
Smartkarma Daily BriefsAugust 2, 2021
Daily BriefsMacroIn today’s briefing:Edtech/ Evergrande/ US-China/ Taiwan/ TibetGlobal Capital Spending: Recovering After Resilience During Pandemic, but…
Smartkarma Daily BriefsJuly 31, 2021
Daily BriefsMacroIn today’s briefing:FX Dashboard: Will Asian Currencies Continue to Underperform?Inflation: Will Your Anchor Hold?China Equity…
Smartkarma Daily BriefsJuly 30, 2021
Daily BriefsMacroIn today’s briefing:ASEAN as Epicentre of the Covid Crisis: Malaysia Worst Off, Indonesia ImprovingTMI Snapshot: …
Smartkarma Daily BriefsJuly 29, 2021
Daily BriefsMacroIn today’s briefing:Bonds & FX: Here Comes TroubleFX Dashboard: Cross-Correlations Between EM Currencies Rise Sharply…
Smartkarma Daily BriefsJuly 28, 2021
Daily BriefsMacroIn today’s briefing:China: Policy Moves Show Who's BossSingapore: Unusual Hints of a Major Shift in…
Smartkarma Daily BriefsJuly 27, 2021
