Daily BriefsMost Read Most Read: PCCW Ltd, Canon Inc, Softbank Corp, Bajaj Finance Ltd, WCP, SJM Holdings, Alcoa Inc and more In today’s briefing: Cayman Islands: Headcount To Be Decapitated On 31 AugustIndonesian Digital Banks -…Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsMost Read Most Read: Oriental Land, SJM Holdings, PT Metrodata Electronics, Semirara Mining And Power Corp, Alibaba Group, JD Health, Canon Inc, Lifestyle International Holdings, Link Administration and more In today’s briefing: Nikkei 225 Index Rebalance Preview: Consultation Conclusions & Potential Changes in Sep…Smartkarma Daily BriefsAugust 6, 2022
Daily BriefsMost Read Most Read: Oriental Land, LG Chem Ltd, SJM Holdings, SinoPac Holdings, Alibaba Group, Hoya Corp, Aier Eye Hospital Group, AMTD Digital, Microstrategy Inc Cl A, Giant Biogene Holding and more In today’s briefing: Nikkei 225 Sep22 Annual Review; Data Final, Predictions Unch'd; Strategy InvolvedGIC Buying…Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsMost Read Most Read: Oriental Land, Orica Ltd, AMTD Digital, Alibaba Group, Resapp Health, LG Chem Ltd, Appier Group, Yashili International Holdings and more In today’s briefing: Nikkei 225 Sep22 Annual Review; Data Final, Predictions Unch'd; Strategy InvolvedOrica (ORI…Smartkarma Daily BriefsAugust 4, 2022
Daily BriefsMost Read Most Read: Oriental Land, China Tourism Group Duty Free Corp Ltd, AMTD Digital, Zomato, GS Engineering & Construction, Pinduoduo, SK REITs, EVOC Intelligent Technology Company Limited H and more In today’s briefing: Nikkei 225 Index Rebalance Preview: Consultation Conclusions & Potential Changes in Sep…Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsMost Read Most Read: SenseTime Group, SK Telecom, China Vast Industrial Urban Development, Semirara Mining And Power Corp, Honda Tsushin Kogyo, Country Garden Holdings Co, PCCW Ltd, Oriental Land, Tencent, HS Holdings and more In today’s briefing: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows NextIndex…Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: JPX Nikkei 400 Index Rebalance: Some Biggish Impact Stocks and more In today’s briefing: JPX Nikkei 400 Index Rebalance: Some Biggish Impact StocksLast Week In Event…Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: Canon (7751) – Second Buyback This Year – Last Happened in 2014 and more In today’s briefing: Canon (7751) - Second Buyback This Year - Last Happened in 2014Lifestyle…Smartkarma Daily BriefsAugust 6, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: SJM Holdings (880 HK) Rights Issue – Capital Raise and more In today’s briefing: SJM Holdings (880 HK) Rights Issue - Capital Raise, Unappreciated, but Interesting…Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: Nikkei 225 Sep22 Annual Review; Data Final and more In today’s briefing: Nikkei 225 Sep22 Annual Review; Data Final, Predictions Unch'd; Strategy InvolvedKOSPI Size…Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: Cayman Islands: Headcount To Be Decapitated On 31 August and more In today’s briefing: Cayman Islands: Headcount To Be Decapitated On 31 AugustNikkei 225 Index Rebalance…Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows Next and more In today’s briefing: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows NextYashili’s…Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsECM Daily Brief ECM: Messed up Korea IPO Pipeline and Unexpected Beneficiaries and more In today’s briefing: Messed up Korea IPO Pipeline and Unexpected BeneficiariesVisit to a Haidilao Restaurant…Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsECM Daily Brief ECM: Giant Biogene Pre-IPO – The Negatives – Co-Founders Have Already Cashed in US$1bn+ and more In today’s briefing: Giant Biogene Pre-IPO - The Negatives - Co-Founders Have Already Cashed in…Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsECM Daily Brief ECM: AMTD Digital: Irrational Frenzy 2.0 and more In today’s briefing: AMTD Digital: Irrational Frenzy 2.0Zomato Placement - Opportunistic Selldown, Momentum Hasn’t Been…Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsECM Daily Brief ECM: China Tourism Group A/H Listing – Updates from Revised Filing and Quick Thoughts on Valuation and more In today’s briefing: China Tourism Group A/H Listing - Updates from Revised Filing and Quick…Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsECM Daily Brief ECM: Pre-IPO Lepu Medical Technology – Lepu Is in a Difficult Position and Turning It Around Takes Time and more In today’s briefing: Pre-IPO Lepu Medical Technology - Lepu Is in a Difficult Position and…Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsECM Daily Brief ECM: Cryofocus Medtech (康灃生物科技) Pre-IPO: Unimpressive Fundamentals and more In today’s briefing: Cryofocus Medtech (康灃生物科技) Pre-IPO: Unimpressive Fundamentals Cryofocus Medtech (康灃生物科技) Pre-IPO: Unimpressive FundamentalsBy…Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alcoa Corp: The Alumina Price Upside & Other Drivers and more In today’s briefing: Alcoa Corp: The Alumina Price Upside & Other DriversMicrosoft Corporation: The Continuing…Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba: Growth Avenues Are Closing Fast and more In today’s briefing: Alibaba: Growth Avenues Are Closing FastChina Aviation Oil Fuels Up for Next…Smartkarma Daily BriefsAugust 6, 2022
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba (9988 HK): Zero Growth for First Time and more In today’s briefing: Alibaba (9988 HK): Zero Growth for First Time, But Overly Sold, BuySoftbank…Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Oriental Watch Update: June and July Improve and more In today’s briefing: Oriental Watch Update: June and July Improve, Cautious H1 FY23AMTD Digital: The…Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: A Pair Trade Between Emart & Coupang (Potential End of Mandatory Shut Down Rules for Hypermarkets) and more In today’s briefing: A Pair Trade Between Emart & Coupang (Potential End of Mandatory Shut…Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Meituan – Regulators Now Probing on Food Safety; Anti-Monopoly Crackdown Is Not Over Yet and more In today’s briefing: Meituan – Regulators Now Probing on Food Safety; Anti-Monopoly Crackdown Is Not…Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Softbank Corp, Microsoft Corp and more In today’s briefing: JPX Nikkei 400 Index Rebalance: Some Biggish Impact StocksIndex Rebalance & ETF…Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hoya Corp, AMTD Digital, Microstrategy Inc Cl A, Softbank Corp, Phonepe Pvt Ltd, Bukalapak, Xiaomi Corp, Confluent, Shopify Inc and more In today’s briefing: Hoya (7741) - Record Revenues/Earnings, a Small Buyback, but Nikkei 225 Flows…Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: AMTD Digital, EVOC Intelligent Technology Company Limited H, Tencent, Apna, International Business Machines and more In today’s briefing: AMTD Digital: Irrational Frenzy 2.0AMTD Digital: The Biggest Bubble in 2022EVOC Subject…Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: PCCW Ltd, Meituan, Tencent, Krafton Inc, KT Corp, DB Hitek Co., Ltd., Amazon.com Inc, Groww, Texas Instruments, Kingsoft Cloud and more In today’s briefing: Cayman Islands: Headcount To Be Decapitated On 31 AugustHong Kong CEO &…Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: SenseTime Group, Meituan, Tencent, Honda Tsushin Kogyo, iShares MSCI ACWI ETF, Route Mobile, Lasertec Corp and more In today’s briefing: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows NextMeituan…Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: SK Telecom, Xerox Corp, Box Inc Class A, Fortinet Inc, New Relic Inc and more In today’s briefing: Index Rebalance & ETF Flow Recap: MSCI, S&P/ASX, Alibaba, SK Tel, Thai…Smartkarma Daily BriefsJuly 31, 2022
ChinaDaily Briefs Daily Brief China: SJM Holdings, Super Hi International Holding, Yashili International Holdings and more In today’s briefing: Last Week In Event SPACE: SJM, Yashili, Cayman Headcount, ResApp, Honda Tsushin…Smartkarma Daily BriefsAugust 7, 2022
ChinaDaily Briefs Daily Brief China: Alibaba Group, Lifestyle International Holdings, Agile Property Holdings, Adaro Energy and more In today’s briefing: Alibaba: Growth Avenues Are Closing FastLifestyle Int'l (1212 HK): Thomas Yau Offer?Chinese…Smartkarma Daily BriefsAugust 6, 2022
ChinaDaily Briefs Daily Brief China: SJM Holdings, Alibaba Group, AMTD Digital, Giant Biogene Holding, JD Health, Chongqing Hongjiu Fruit, Xiaomi Corp, Biocytogen Pharmaceuticals (Beijing), Adaro Energy, Cali Biosciences and more In today’s briefing: SJM Holdings (880 HK) Rights Issue - Capital Raise, Unappreciated, but Interesting…Smartkarma Daily BriefsAugust 5, 2022
ChinaDaily Briefs Daily Brief China: Oriental Watch, Pinduoduo, Chongqing Hongjiu Fruit, EVOC Intelligent Technology Company Limited H, Tencent, Times China, Giant Biogene Holding, China Communications Construction and more In today’s briefing: Oriental Watch Update: June and July Improve, Cautious H1 FY23Pinduoduo: Community Group…Smartkarma Daily BriefsAugust 3, 2022
ChinaDaily Briefs Daily Brief China: PCCW Ltd, Hong Kong Hang Seng Index, Meituan, Miniso, Tencent, China Tourism Group Duty Free Corp Ltd, WuXi AppTec Co. Ltd., Kingsoft Cloud, Pan Brothers, Chipotle Mexican Grill and more In today’s briefing: Cayman Islands: Headcount To Be Decapitated On 31 AugustHSI Leads Bear Move…Smartkarma Daily BriefsAugust 2, 2022
ChinaDaily Briefs Daily Brief China: SenseTime Group, Yashili International Holdings, Meituan, China Vast Industrial Urban Development, Tencent, China Three Gorges Renewables, Evergrande, Lepu Medical Technology A and more In today’s briefing: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows NextYashili’s…Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsJapan Daily Brief Japan: Softbank Corp and more In today’s briefing: JPX Nikkei 400 Index Rebalance: Some Biggish Impact StocksIndex Rebalance & ETF…Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsJapan Daily Brief Japan: Canon Inc, Softbank Corp, Internet Initiative Japan and more In today’s briefing: Canon (7751) - Second Buyback This Year - Last Happened in 20142022…Smartkarma Daily BriefsAugust 6, 2022
Daily BriefsJapan Daily Brief Japan: Hoya Corp, Softbank Corp, Toyota Motor, Bunka Shutter, Yamaha Corp, Nextage Co Ltd, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: Hoya (7741) - Record Revenues/Earnings, a Small Buyback, but Nikkei 225 Flows…Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsJapan Daily Brief Japan: Appier Group, Joyful Honda, Toyota Motor, Z Holdings and more In today’s briefing: TOPIX Inclusions: Who Is Ready (Aug 2022)Joyful Honda Conducts Japan's First* Official…Smartkarma Daily BriefsAugust 4, 2022
Daily BriefsJapan Daily Brief Japan: Oriental Land, Tokyo Stock Exchange Tokyo Price Index Topix, Kubota Corp and more In today’s briefing: Nikkei 225 Sep22 Annual Review; Data Final, Predictions Unch'd; Strategy InvolvedIsn't Performance…Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsJapan Daily Brief Japan: Oriental Land, HS Holdings, Yaoko Co Ltd, Daikin Industries and more In today’s briefing: Nikkei 225 Index Rebalance Preview: Consultation Conclusions & Potential Changes in Sep…Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsMacro Daily Brief Macro: US Financial Markets Embrace a Fed Policy Pivot as Another Game of Chicken Looms Large and more In today’s briefing: US Financial Markets Embrace a Fed Policy Pivot as Another Game of…Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsMacro Daily Brief Macro: JFK’s Naval Blockade of Cuba (1962) – Fast Forward 60 Years & A Blockade of Taiwan by China? and more In today’s briefing: JFK's Naval Blockade of Cuba (1962) - Fast Forward 60 Years &…Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsMacro Daily Brief Macro: CX Daily: Why Southeast Asia Is a Battleground in the Global China-U.S. Rivalry and more In today’s briefing: CX Daily: Why Southeast Asia Is a Battleground in the Global China-U.S.…Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsMacro Daily Brief Macro: Hong Kong: Worries About The Collapse Of The Currency Peg Are Overblown and more In today’s briefing: Hong Kong: Worries About The Collapse Of The Currency Peg Are OverblownThe…Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsMacro Daily Brief Macro: China – Policy Switches-Off and more In today’s briefing: China – Policy Switches-OffBearishness, Begone!Warning: The Market Is Massively Fighting the FedBulls…Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsMacro Daily Brief Macro: Is The US Fed Tightening Into A Big Recession? and more In today’s briefing: Is The US Fed Tightening Into A Big Recession?Corporate America Faces Stiffer…Smartkarma Daily BriefsJuly 31, 2022
CryptoDaily Briefs Daily Brief Crypto: #33 To be or not to be a security and more In today’s briefing: #33 To be or not to be a securitySporting Crypto - August…Smartkarma Daily BriefsAugust 2, 2022
CryptoDaily Briefs Daily Brief Crypto: Sporting Crypto – July 25th 2022: RTFKT & Nike Push the ‘Phygital’ Boundaries and more In today’s briefing: Sporting Crypto - July 25th 2022: RTFKT & Nike Push the 'Phygital'…Smartkarma Daily BriefsJuly 26, 2022
CryptoDaily Briefs Daily Brief Crypto: Ethereum Block Explorer: Part One and more In today’s briefing: Ethereum Block Explorer: Part OneBinance Names 27 Projects in Latest Blockchain Incubator…Smartkarma Daily BriefsJuly 25, 2022
CryptoDaily Briefs Daily Brief Crypto: A Quick Review of the Celsius Bankruptcy Filing and more In today’s briefing: A Quick Review of the Celsius Bankruptcy Filing A Quick Review of…Smartkarma Daily BriefsJuly 16, 2022
CryptoDaily Briefs Daily Brief Crypto: Bear Market Plays – Crypto Exchange Tokens and more In today’s briefing: Bear Market Plays - Crypto Exchange Tokens Bear Market Plays - Crypto…Smartkarma Daily BriefsJuly 15, 2022
CryptoDaily Briefs Crypto Daily Briefing: Ethereum and more | Smartkarma In today’s briefing:Dollar-Cost Averaging Dollar-Cost AveragingBy EtherbridgeOver the past two weeks in our Bear Market…Smartkarma Daily BriefsJuly 11, 2022
Daily BriefsMost Read Most Read: PCCW Ltd, Canon Inc, Softbank Corp, Bajaj Finance Ltd, WCP, SJM Holdings, Alcoa Inc and more In today’s briefing: Cayman Islands: Headcount To Be Decapitated On 31 AugustIndonesian Digital Banks -…Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsMost Read Most Read: Oriental Land, SJM Holdings, PT Metrodata Electronics, Semirara Mining And Power Corp, Alibaba Group, JD Health, Canon Inc, Lifestyle International Holdings, Link Administration and more In today’s briefing: Nikkei 225 Index Rebalance Preview: Consultation Conclusions & Potential Changes in Sep…Smartkarma Daily BriefsAugust 6, 2022
Daily BriefsMost Read Most Read: Oriental Land, LG Chem Ltd, SJM Holdings, SinoPac Holdings, Alibaba Group, Hoya Corp, Aier Eye Hospital Group, AMTD Digital, Microstrategy Inc Cl A, Giant Biogene Holding and more In today’s briefing: Nikkei 225 Sep22 Annual Review; Data Final, Predictions Unch'd; Strategy InvolvedGIC Buying…Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsMost Read Most Read: Oriental Land, Orica Ltd, AMTD Digital, Alibaba Group, Resapp Health, LG Chem Ltd, Appier Group, Yashili International Holdings and more In today’s briefing: Nikkei 225 Sep22 Annual Review; Data Final, Predictions Unch'd; Strategy InvolvedOrica (ORI…Smartkarma Daily BriefsAugust 4, 2022
Daily BriefsMost Read Most Read: Oriental Land, China Tourism Group Duty Free Corp Ltd, AMTD Digital, Zomato, GS Engineering & Construction, Pinduoduo, SK REITs, EVOC Intelligent Technology Company Limited H and more In today’s briefing: Nikkei 225 Index Rebalance Preview: Consultation Conclusions & Potential Changes in Sep…Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsMost Read Most Read: SenseTime Group, SK Telecom, China Vast Industrial Urban Development, Semirara Mining And Power Corp, Honda Tsushin Kogyo, Country Garden Holdings Co, PCCW Ltd, Oriental Land, Tencent, HS Holdings and more In today’s briefing: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows NextIndex…Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: JPX Nikkei 400 Index Rebalance: Some Biggish Impact Stocks and more In today’s briefing: JPX Nikkei 400 Index Rebalance: Some Biggish Impact StocksLast Week In Event…Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: Canon (7751) – Second Buyback This Year – Last Happened in 2014 and more In today’s briefing: Canon (7751) - Second Buyback This Year - Last Happened in 2014Lifestyle…Smartkarma Daily BriefsAugust 6, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: SJM Holdings (880 HK) Rights Issue – Capital Raise and more In today’s briefing: SJM Holdings (880 HK) Rights Issue - Capital Raise, Unappreciated, but Interesting…Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: Nikkei 225 Sep22 Annual Review; Data Final and more In today’s briefing: Nikkei 225 Sep22 Annual Review; Data Final, Predictions Unch'd; Strategy InvolvedKOSPI Size…Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: Cayman Islands: Headcount To Be Decapitated On 31 August and more In today’s briefing: Cayman Islands: Headcount To Be Decapitated On 31 AugustNikkei 225 Index Rebalance…Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows Next and more In today’s briefing: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows NextYashili’s…Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsECM Daily Brief ECM: Messed up Korea IPO Pipeline and Unexpected Beneficiaries and more In today’s briefing: Messed up Korea IPO Pipeline and Unexpected BeneficiariesVisit to a Haidilao Restaurant…Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsECM Daily Brief ECM: Giant Biogene Pre-IPO – The Negatives – Co-Founders Have Already Cashed in US$1bn+ and more In today’s briefing: Giant Biogene Pre-IPO - The Negatives - Co-Founders Have Already Cashed in…Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsECM Daily Brief ECM: AMTD Digital: Irrational Frenzy 2.0 and more In today’s briefing: AMTD Digital: Irrational Frenzy 2.0Zomato Placement - Opportunistic Selldown, Momentum Hasn’t Been…Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsECM Daily Brief ECM: China Tourism Group A/H Listing – Updates from Revised Filing and Quick Thoughts on Valuation and more In today’s briefing: China Tourism Group A/H Listing - Updates from Revised Filing and Quick…Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsECM Daily Brief ECM: Pre-IPO Lepu Medical Technology – Lepu Is in a Difficult Position and Turning It Around Takes Time and more In today’s briefing: Pre-IPO Lepu Medical Technology - Lepu Is in a Difficult Position and…Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsECM Daily Brief ECM: Cryofocus Medtech (康灃生物科技) Pre-IPO: Unimpressive Fundamentals and more In today’s briefing: Cryofocus Medtech (康灃生物科技) Pre-IPO: Unimpressive Fundamentals Cryofocus Medtech (康灃生物科技) Pre-IPO: Unimpressive FundamentalsBy…Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alcoa Corp: The Alumina Price Upside & Other Drivers and more In today’s briefing: Alcoa Corp: The Alumina Price Upside & Other DriversMicrosoft Corporation: The Continuing…Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba: Growth Avenues Are Closing Fast and more In today’s briefing: Alibaba: Growth Avenues Are Closing FastChina Aviation Oil Fuels Up for Next…Smartkarma Daily BriefsAugust 6, 2022
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba (9988 HK): Zero Growth for First Time and more In today’s briefing: Alibaba (9988 HK): Zero Growth for First Time, But Overly Sold, BuySoftbank…Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Oriental Watch Update: June and July Improve and more In today’s briefing: Oriental Watch Update: June and July Improve, Cautious H1 FY23AMTD Digital: The…Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: A Pair Trade Between Emart & Coupang (Potential End of Mandatory Shut Down Rules for Hypermarkets) and more In today’s briefing: A Pair Trade Between Emart & Coupang (Potential End of Mandatory Shut…Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Meituan – Regulators Now Probing on Food Safety; Anti-Monopoly Crackdown Is Not Over Yet and more In today’s briefing: Meituan – Regulators Now Probing on Food Safety; Anti-Monopoly Crackdown Is Not…Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Softbank Corp, Microsoft Corp and more In today’s briefing: JPX Nikkei 400 Index Rebalance: Some Biggish Impact StocksIndex Rebalance & ETF…Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hoya Corp, AMTD Digital, Microstrategy Inc Cl A, Softbank Corp, Phonepe Pvt Ltd, Bukalapak, Xiaomi Corp, Confluent, Shopify Inc and more In today’s briefing: Hoya (7741) - Record Revenues/Earnings, a Small Buyback, but Nikkei 225 Flows…Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: AMTD Digital, EVOC Intelligent Technology Company Limited H, Tencent, Apna, International Business Machines and more In today’s briefing: AMTD Digital: Irrational Frenzy 2.0AMTD Digital: The Biggest Bubble in 2022EVOC Subject…Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: PCCW Ltd, Meituan, Tencent, Krafton Inc, KT Corp, DB Hitek Co., Ltd., Amazon.com Inc, Groww, Texas Instruments, Kingsoft Cloud and more In today’s briefing: Cayman Islands: Headcount To Be Decapitated On 31 AugustHong Kong CEO &…Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: SenseTime Group, Meituan, Tencent, Honda Tsushin Kogyo, iShares MSCI ACWI ETF, Route Mobile, Lasertec Corp and more In today’s briefing: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows NextMeituan…Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: SK Telecom, Xerox Corp, Box Inc Class A, Fortinet Inc, New Relic Inc and more In today’s briefing: Index Rebalance & ETF Flow Recap: MSCI, S&P/ASX, Alibaba, SK Tel, Thai…Smartkarma Daily BriefsJuly 31, 2022
ChinaDaily Briefs Daily Brief China: SJM Holdings, Super Hi International Holding, Yashili International Holdings and more In today’s briefing: Last Week In Event SPACE: SJM, Yashili, Cayman Headcount, ResApp, Honda Tsushin…Smartkarma Daily BriefsAugust 7, 2022
ChinaDaily Briefs Daily Brief China: Alibaba Group, Lifestyle International Holdings, Agile Property Holdings, Adaro Energy and more In today’s briefing: Alibaba: Growth Avenues Are Closing FastLifestyle Int'l (1212 HK): Thomas Yau Offer?Chinese…Smartkarma Daily BriefsAugust 6, 2022
ChinaDaily Briefs Daily Brief China: SJM Holdings, Alibaba Group, AMTD Digital, Giant Biogene Holding, JD Health, Chongqing Hongjiu Fruit, Xiaomi Corp, Biocytogen Pharmaceuticals (Beijing), Adaro Energy, Cali Biosciences and more In today’s briefing: SJM Holdings (880 HK) Rights Issue - Capital Raise, Unappreciated, but Interesting…Smartkarma Daily BriefsAugust 5, 2022
ChinaDaily Briefs Daily Brief China: Oriental Watch, Pinduoduo, Chongqing Hongjiu Fruit, EVOC Intelligent Technology Company Limited H, Tencent, Times China, Giant Biogene Holding, China Communications Construction and more In today’s briefing: Oriental Watch Update: June and July Improve, Cautious H1 FY23Pinduoduo: Community Group…Smartkarma Daily BriefsAugust 3, 2022
ChinaDaily Briefs Daily Brief China: PCCW Ltd, Hong Kong Hang Seng Index, Meituan, Miniso, Tencent, China Tourism Group Duty Free Corp Ltd, WuXi AppTec Co. Ltd., Kingsoft Cloud, Pan Brothers, Chipotle Mexican Grill and more In today’s briefing: Cayman Islands: Headcount To Be Decapitated On 31 AugustHSI Leads Bear Move…Smartkarma Daily BriefsAugust 2, 2022
ChinaDaily Briefs Daily Brief China: SenseTime Group, Yashili International Holdings, Meituan, China Vast Industrial Urban Development, Tencent, China Three Gorges Renewables, Evergrande, Lepu Medical Technology A and more In today’s briefing: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows NextYashili’s…Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsJapan Daily Brief Japan: Softbank Corp and more In today’s briefing: JPX Nikkei 400 Index Rebalance: Some Biggish Impact StocksIndex Rebalance & ETF…Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsJapan Daily Brief Japan: Canon Inc, Softbank Corp, Internet Initiative Japan and more In today’s briefing: Canon (7751) - Second Buyback This Year - Last Happened in 20142022…Smartkarma Daily BriefsAugust 6, 2022
Daily BriefsJapan Daily Brief Japan: Hoya Corp, Softbank Corp, Toyota Motor, Bunka Shutter, Yamaha Corp, Nextage Co Ltd, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: Hoya (7741) - Record Revenues/Earnings, a Small Buyback, but Nikkei 225 Flows…Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsJapan Daily Brief Japan: Appier Group, Joyful Honda, Toyota Motor, Z Holdings and more In today’s briefing: TOPIX Inclusions: Who Is Ready (Aug 2022)Joyful Honda Conducts Japan's First* Official…Smartkarma Daily BriefsAugust 4, 2022
Daily BriefsJapan Daily Brief Japan: Oriental Land, Tokyo Stock Exchange Tokyo Price Index Topix, Kubota Corp and more In today’s briefing: Nikkei 225 Sep22 Annual Review; Data Final, Predictions Unch'd; Strategy InvolvedIsn't Performance…Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsJapan Daily Brief Japan: Oriental Land, HS Holdings, Yaoko Co Ltd, Daikin Industries and more In today’s briefing: Nikkei 225 Index Rebalance Preview: Consultation Conclusions & Potential Changes in Sep…Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsMacro Daily Brief Macro: US Financial Markets Embrace a Fed Policy Pivot as Another Game of Chicken Looms Large and more In today’s briefing: US Financial Markets Embrace a Fed Policy Pivot as Another Game of…Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsMacro Daily Brief Macro: JFK’s Naval Blockade of Cuba (1962) – Fast Forward 60 Years & A Blockade of Taiwan by China? and more In today’s briefing: JFK's Naval Blockade of Cuba (1962) - Fast Forward 60 Years &…Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsMacro Daily Brief Macro: CX Daily: Why Southeast Asia Is a Battleground in the Global China-U.S. Rivalry and more In today’s briefing: CX Daily: Why Southeast Asia Is a Battleground in the Global China-U.S.…Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsMacro Daily Brief Macro: Hong Kong: Worries About The Collapse Of The Currency Peg Are Overblown and more In today’s briefing: Hong Kong: Worries About The Collapse Of The Currency Peg Are OverblownThe…Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsMacro Daily Brief Macro: China – Policy Switches-Off and more In today’s briefing: China – Policy Switches-OffBearishness, Begone!Warning: The Market Is Massively Fighting the FedBulls…Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsMacro Daily Brief Macro: Is The US Fed Tightening Into A Big Recession? and more In today’s briefing: Is The US Fed Tightening Into A Big Recession?Corporate America Faces Stiffer…Smartkarma Daily BriefsJuly 31, 2022
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CryptoDaily Briefs Crypto Daily Briefing: Ethereum and more | Smartkarma In today’s briefing:Dollar-Cost Averaging Dollar-Cost AveragingBy EtherbridgeOver the past two weeks in our Bear Market…Smartkarma Daily BriefsJuly 11, 2022