Daily BriefsMost Read Most Read: Cambricon Technologies Corp, Relia Inc, Empyrean Technology, HSBC Holdings, Eoflow, Liontown Resources, Hyundai Energy Solutions, Yashili International Holdings, Bionote and more In today’s briefing: CNI Semiconductor Chips Index Rebalance: Multiple Inflows for the InclusionsRelia (4708 JP)…Smartkarma Daily BriefsJune 1, 2023
Daily BriefsMost Read Most Read: Rakuten, Cambricon Technologies Corp, Relia Inc, Empyrean Technology, Sam Chun Dang Pharm, HSBC Holdings, Eoflow, BYD, Polycab India , JD Industrials and more In today’s briefing: Rakuten (4755) - TSE Neglects Its Ad Hoc Powers - Less Bigly…Smartkarma Daily BriefsMay 31, 2023
Daily BriefsMost Read Most Read: China Merchants Energy A, Piotech, Golden Eagle Retail, Rakuten, Canon Inc, Taiwan Semiconductor (TSMC) – ADR, Anhui Conch Cement, Relia Inc, Cambricon Technologies Corp and more In today’s briefing: CSI300 Index Rebalance: 9 Changes as Discretion UsedCSI500 Index Rebalance: Adds Starting…Smartkarma Daily BriefsMay 30, 2023
Daily BriefsMost Read Most Read: NVIDIA Corp, China Merchants Energy A, AVIC (Chengdu) UAS Co Ltd, Anhui Conch Cement, Golden Eagle Retail, Japan Post Holdings, Piotech, Canon Inc and more In today’s briefing: US Debt Ceiling Raise Tells Us Gold Is Going Up… It Must…Smartkarma Daily BriefsMay 29, 2023
Daily BriefsMost Read Most Read: Kum Yang, Youlchon Chemical, Canon Inc, Advantest Corp, AVIC (Chengdu) UAS Co Ltd, Eoflow, Anhui Conch Cement, CRRC Corp Ltd A, China Merchants Energy A and more In today’s briefing: KOSPI200 Index Rebalance: Two Sets of ChangesKOSPI200 Ad Hoc Index Rebalance: Youlchon…Smartkarma Daily BriefsMay 28, 2023
Daily BriefsMost Read Most Read: Kum Yang, AMP Ltd, Stockland, Youlchon Chemical, Rakuten Bank , LTIMindtree, NVIDIA Corp, Hong Kong Hang Seng Index, Eoflow, ISC Co Ltd and more In today’s briefing: KOSPI200 Index Rebalance: Two Sets of ChangesMVIS Australia Equal Weight Index Rebalance:…Smartkarma Daily BriefsMay 27, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: MVIS Global Rare Earth/Strategic Metals Index Rebalance Preview: Changes Afoot and more In today’s briefing: MVIS Global Rare Earth/Strategic Metals Index Rebalance Preview: Changes AfootYashili (1230 HK):…Smartkarma Daily BriefsJune 1, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: HSI and more In today’s briefing: HSI, HSCEI, HSTECH: Rebalance Flows Post Capping (June 2023)Medtronic's M&A, Tender Offer,…Smartkarma Daily BriefsMay 31, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Rakuten (4755) – TSE Neglects Its Ad Hoc Powers – Less Bigly Index But Biglier Non-Index and more In today’s briefing: Rakuten (4755) - TSE Neglects Its Ad Hoc Powers - Less Bigly…Smartkarma Daily BriefsMay 30, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Golden Eagle Retail (3308 HK): Controlling Family’s Privatisation Offer at HK$6.88 and more In today’s briefing: Golden Eagle Retail (3308 HK): Controlling Family’s Privatisation Offer at HK$6.88CES China…Smartkarma Daily BriefsMay 29, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: STAR50 Index Rebalance: Two Changes in June (As Expected) and more In today’s briefing: STAR50 Index Rebalance: Two Changes in June (As Expected)SSE50 Index Rebalance: 5…Smartkarma Daily BriefsMay 28, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: EOFlow Tender Offer: Preconditions for Closure and more In today’s briefing: EOFlow Tender Offer: Preconditions for Closure, Cancellation Risk, & Targetable AllocationISC's Tender…Smartkarma Daily BriefsMay 27, 2023
Daily BriefsECM Daily Brief ECM: MoneyHero SPAC Listing: Thoughts on Valuation and more In today’s briefing: MoneyHero SPAC Listing: Thoughts on ValuationAlibaba Potential IPOs - Part 5 -…Smartkarma Daily BriefsJune 1, 2023
Daily BriefsECM Daily Brief ECM: Alibaba Potential IPOs – Part 4 – An Early Look at International Operations and more In today’s briefing: Alibaba Potential IPOs - Part 4 - An Early Look at International…Smartkarma Daily BriefsMay 31, 2023
Daily BriefsECM Daily Brief ECM: JD Industrials IPO: The Bear Case and more In today’s briefing: JD Industrials IPO: The Bear CaseChangjiu Digital Technology Pre-IPO TearsheetAlmac IPO Valuation…Smartkarma Daily BriefsMay 30, 2023
Daily BriefsECM Daily Brief ECM: Weekly Deals Digest (28 May) – Rakuten and more In today’s briefing: Weekly Deals Digest (28 May) - Rakuten, Growatt, JD Industrials, Toyo, Silk…Smartkarma Daily BriefsMay 29, 2023
Daily BriefsECM Daily Brief ECM: JD Industrials IPO: The Bull Case and more In today’s briefing: JD Industrials IPO: The Bull CaseECM Weekly (28th May 2023) - HK…Smartkarma Daily BriefsMay 28, 2023
Daily BriefsECM Daily Brief ECM: Sayona Mining Placement – Has Remained on Schedule with Increased Coverage and more In today’s briefing: Sayona Mining Placement - Has Remained on Schedule with Increased CoverageJiangxi Rimag…Smartkarma Daily BriefsMay 27, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba Cloud: Price War Rages as Nationalization Looms in China and more In today’s briefing: Alibaba Cloud: Price War Rages as Nationalization Looms in ChinaMitra Keluarga Karyasehat…Smartkarma Daily BriefsJune 1, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: BYD Company: Moves to Top Auto Holding in EM and more In today’s briefing: BYD Company: Moves to Top Auto Holding in EMPinduoduo (PDD US): Deciphering…Smartkarma Daily BriefsMay 31, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Tech Weekly: Nvidia in Taiwan – Everyone Will Need ‘AI Factories’; Identifying Short Squeezes and more In today’s briefing: Taiwan Tech Weekly: Nvidia in Taiwan - Everyone Will Need 'AI Factories';…Smartkarma Daily BriefsMay 30, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: NVIDIA. Yikes! Have We Missed The Boat? and more In today’s briefing: NVIDIA. Yikes! Have We Missed The Boat?Cathay Pacific (293 HK): Hard LandingTaiwan…Smartkarma Daily BriefsMay 29, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: SJM Holdings Ltd: Large Refi of Debt Buys Time for Grand Lisboa Palace to Prove Its US$3b Cost and more In today’s briefing: SJM Holdings Ltd: Large Refi of Debt Buys Time for Grand Lisboa…Smartkarma Daily BriefsMay 28, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Meituan: Strong 1Q with Operating Profits; No Disclosure on User Numbers and Delivery Costs and more In today’s briefing: Meituan: Strong 1Q with Operating Profits; No Disclosure on User Numbers and…Smartkarma Daily BriefsMay 27, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Hyundai Energy Solutions, MoneyHero Global , Alibaba (ADR), Skorlife, eFishery, Full Truck Alliance and more In today’s briefing: Tencent Nearing Our Buy ZoneFlow Trading Opportunities Brought by the AI Rally:…Smartkarma Daily BriefsJune 1, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Canon Inc, Alibaba (ADR), Schrole Group Ltd, Chewy Inc, Nano Dimension , Cellnex Telecom Sau, Wemade Co., Ltd. and more In today’s briefing: Canon NanoImprint. EUV Slayer or Damp Squib?Alibaba Potential IPOs - Part 4…Smartkarma Daily BriefsMay 31, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Cambricon Technologies Corp, Taiwan Semiconductor (TSMC) – ADR, Meituan, Empyrean Technology, Changjiu Digital Technology, Interactive Strength Inc, Amazon.com Inc and more In today’s briefing: CNI Semiconductor Chips Index Rebalance: Multiple Inflows for the InclusionsTaiwan Tech Weekly:…Smartkarma Daily BriefsMay 30, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Piotech, Canon Inc, Hong Kong Hang Seng Index, Taiwan Semiconductor (TSMC) – ADR, CCC Intelligent Solutions Hold and more In today’s briefing: NVIDIA. Yikes! Have We Missed The Boat?CES China Semiconductor Chips Index Rebalance:…Smartkarma Daily BriefsMay 29, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Cloudflare , Fidelity National Info Serv, First Solar Inc, Pegatron Corp, Snap Inc and more In today’s briefing: Cloudflare Inc.: Does It Have A Sustainable Competitive Advantage? – Key DriversFidelity…Smartkarma Daily BriefsMay 28, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: ISC Co Ltd, Meituan, GoTo, Intel Corp, NetEase Inc, Harris Corp, T Mobile Us Inc, Weibo Corp, Mastercard and more In today’s briefing: ISC's Tender Offer Possibility Is Decreasing, Indicating a Potential Shorting OpportunityMeituan: Strong…Smartkarma Daily BriefsMay 27, 2023
ChinaDaily Briefs Daily Brief China: Tencent, Yashili International Holdings, MoneyHero Global , Mason Group Holdings , Alibaba (ADR), Tam Jai International, Alibaba Group, Perfect Medical Health, Water Oasis and more In today’s briefing: Tencent Nearing Our Buy ZoneYashili (1230 HK): Scheme Doc Out. 23 June…Smartkarma Daily BriefsJune 1, 2023
ChinaDaily Briefs Daily Brief China: BYD, PDD Holdings Inc, Alibaba (ADR), Fosun International and more In today’s briefing: BYD Company: Moves to Top Auto Holding in EMPinduoduo (PDD US): Deciphering…Smartkarma Daily BriefsMay 31, 2023
ChinaDaily Briefs Daily Brief China: Anhui Conch Cement, Cambricon Technologies Corp, PDD Holdings Inc, Meituan, Empyrean Technology, JD Industrials, Changjiu Digital Technology, Growatt Technology, China Resources Land and more In today’s briefing: StubWorld: China Conch Trades Cheap. As Does AnhuiCNI Semiconductor Chips Index Rebalance:…Smartkarma Daily BriefsMay 30, 2023
ChinaDaily Briefs Daily Brief China: Golden Eagle Retail, Piotech, Inner Mongolia Yitai Coal Company Ltd, Hong Kong Hang Seng Index, Cathay Pacific Airways, China Overseas Land & Investment, Tata Motors Ltd, New Horizon Health and more In today’s briefing: Golden Eagle Retail (3308 HK): Controlling Family’s Privatisation Offer at HK$6.88CES China…Smartkarma Daily BriefsMay 29, 2023
ChinaDaily Briefs Daily Brief China: AVIC (Chengdu) UAS Co Ltd, Anhui Conch Cement, CRRC Corp Ltd A, China Merchants Energy A, Ovctek China Inc, JD Industrials and more In today’s briefing: STAR50 Index Rebalance: Two Changes in June (As Expected)SSE50 Index Rebalance: 5…Smartkarma Daily BriefsMay 28, 2023
ChinaDaily Briefs Daily Brief China: Meituan, Jiangxi Rimag Group, NetEase Inc, Golden Eagle Retail, Weibo Corp and more In today’s briefing: Meituan: Strong 1Q with Operating Profits; No Disclosure on User Numbers and…Smartkarma Daily BriefsMay 27, 2023
Daily BriefsJapan Daily Brief Japan: SBI Shinsei Bank, D.Western Therapeutics Insti, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: (Mostly) Asia M&A, May 2023: Allkem / Livent, InvoCare, Golden Eagle, Yita…Smartkarma Daily BriefsJune 1, 2023
Daily BriefsJapan Daily Brief Japan: Jeol Ltd, Canon Inc, Kawasaki Heavy Industries, Golf Digest Online, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: Quiddity Leaderboard JPX-Nikkei 400: End-May 2023Canon NanoImprint. EUV Slayer or Damp Squib?Kawasaki…Smartkarma Daily BriefsMay 31, 2023
Daily BriefsJapan Daily Brief Japan: Rakuten, Relia Inc, Rakuten Bank , Dynam Japan Holdings and more In today’s briefing: Rakuten (4755) - TSE Neglects Its Ad Hoc Powers - Less Bigly…Smartkarma Daily BriefsMay 30, 2023
Daily BriefsJapan Daily Brief Japan: Canon Inc, Rakuten, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: Assessing the Canon Buyback and Follow-On PerformanceWeekly Deals Digest (28 May) -…Smartkarma Daily BriefsMay 29, 2023
Daily BriefsJapan Daily Brief Japan: Rakuten, Japan Post Holdings, Kurita Water Industries, Toyo Construction and more In today’s briefing: ECM Weekly (28th May 2023) - HK Trip Notes, Rakuten, JD Ind,…Smartkarma Daily BriefsMay 28, 2023
Daily BriefsJapan Daily Brief Japan: Cosmo Energy Holdings, FUJIFILM Holdings, Frontier Management Inc, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: Cosmo Energy (5021) In a Display of Stunningly Bad Governance; If You…Smartkarma Daily BriefsMay 26, 2023
Daily BriefsMacro Daily Brief Macro: Out of the Box #3 – Will the Hiring Cycle End Due to Falling Inflation? and more In today’s briefing: Out of the Box #3 – Will the Hiring Cycle End Due…Smartkarma Daily BriefsJune 1, 2023
Daily BriefsMacro Daily Brief Macro: Cross-Asset Volatility: Flashing Red for Equities and more In today’s briefing: Cross-Asset Volatility: Flashing Red for Equities Cross-Asset Volatility: Flashing Red for EquitiesBy…Smartkarma Daily BriefsMay 31, 2023
Daily BriefsMacro Daily Brief Macro: Substance of Debt Ceiling Deal Has Implications for Banking System and Sovereign Backstop and more In today’s briefing: Substance of Debt Ceiling Deal Has Implications for Banking System and Sovereign…Smartkarma Daily BriefsMay 30, 2023
Daily BriefsMacro Daily Brief Macro: US Debt Ceiling Raise Tells Us Gold Is Going Up… It Must Be Part Of Every Portfolio and more In today’s briefing: US Debt Ceiling Raise Tells Us Gold Is Going Up… It Must…Smartkarma Daily BriefsMay 29, 2023
Daily BriefsMacro Daily Brief Macro: Weekly Market Monitor – Week 21 – Embracing the AI Boom and more In today’s briefing: Weekly Market Monitor - Week 21 - Embracing the AI BoomUK: Return…Smartkarma Daily BriefsMay 27, 2023
Daily BriefsMacro Daily Brief Macro: Industrial Metal Prices Melt as Global Recession Fears Heat Up and more In today’s briefing: Industrial Metal Prices Melt as Global Recession Fears Heat UpEU Watch: At…Smartkarma Daily BriefsMay 26, 2023
CryptoDaily Briefs Daily Brief Crypto: Safe | May 27 and more In today’s briefing: Safe | May 27, 2023ETH Liquidity Shows Positive Trend Safe | May…Smartkarma Daily BriefsMay 30, 2023
CryptoDaily Briefs Daily Brief Crypto: LDO’s Shifting Market Structure: Unveiling Asset Metrics and more In today’s briefing: LDO's Shifting Market Structure: Unveiling Asset Metrics LDO's Shifting Market Structure: Unveiling…Smartkarma Daily BriefsMay 26, 2023
CryptoDaily Briefs Daily Brief Crypto: Convergence of Artificial Intelligence and Web3 and more In today’s briefing: Convergence of Artificial Intelligence and Web3Why Is Tether's Market Cap Approaching ATH?…Smartkarma Daily BriefsMay 23, 2023
CryptoDaily Briefs Daily Brief Crypto: A Dive Into DeFi and more In today’s briefing: A Dive Into DeFi A Dive Into DeFiBy EtherbridgeAs technology continues to…Smartkarma Daily BriefsMay 21, 2023
CryptoDaily Briefs Daily Brief Crypto: Stablecoins: Does Trust Really Matter? and more In today’s briefing: Stablecoins: Does Trust Really Matter? Stablecoins: Does Trust Really Matter?By KaikoThe stablecoin…Smartkarma Daily BriefsMay 19, 2023
CryptoDaily Briefs Daily Brief Crypto: Market Makers Continue to Reduce Liquidity and more In today’s briefing: Market Makers Continue to Reduce Liquidity Market Makers Continue to Reduce LiquidityBy…Smartkarma Daily BriefsMay 16, 2023
Daily BriefsMost Read Most Read: Cambricon Technologies Corp, Relia Inc, Empyrean Technology, HSBC Holdings, Eoflow, Liontown Resources, Hyundai Energy Solutions, Yashili International Holdings, Bionote and more In today’s briefing: CNI Semiconductor Chips Index Rebalance: Multiple Inflows for the InclusionsRelia (4708 JP)…Smartkarma Daily BriefsJune 1, 2023
Daily BriefsMost Read Most Read: Rakuten, Cambricon Technologies Corp, Relia Inc, Empyrean Technology, Sam Chun Dang Pharm, HSBC Holdings, Eoflow, BYD, Polycab India , JD Industrials and more In today’s briefing: Rakuten (4755) - TSE Neglects Its Ad Hoc Powers - Less Bigly…Smartkarma Daily BriefsMay 31, 2023
Daily BriefsMost Read Most Read: China Merchants Energy A, Piotech, Golden Eagle Retail, Rakuten, Canon Inc, Taiwan Semiconductor (TSMC) – ADR, Anhui Conch Cement, Relia Inc, Cambricon Technologies Corp and more In today’s briefing: CSI300 Index Rebalance: 9 Changes as Discretion UsedCSI500 Index Rebalance: Adds Starting…Smartkarma Daily BriefsMay 30, 2023
Daily BriefsMost Read Most Read: NVIDIA Corp, China Merchants Energy A, AVIC (Chengdu) UAS Co Ltd, Anhui Conch Cement, Golden Eagle Retail, Japan Post Holdings, Piotech, Canon Inc and more In today’s briefing: US Debt Ceiling Raise Tells Us Gold Is Going Up… It Must…Smartkarma Daily BriefsMay 29, 2023
Daily BriefsMost Read Most Read: Kum Yang, Youlchon Chemical, Canon Inc, Advantest Corp, AVIC (Chengdu) UAS Co Ltd, Eoflow, Anhui Conch Cement, CRRC Corp Ltd A, China Merchants Energy A and more In today’s briefing: KOSPI200 Index Rebalance: Two Sets of ChangesKOSPI200 Ad Hoc Index Rebalance: Youlchon…Smartkarma Daily BriefsMay 28, 2023
Daily BriefsMost Read Most Read: Kum Yang, AMP Ltd, Stockland, Youlchon Chemical, Rakuten Bank , LTIMindtree, NVIDIA Corp, Hong Kong Hang Seng Index, Eoflow, ISC Co Ltd and more In today’s briefing: KOSPI200 Index Rebalance: Two Sets of ChangesMVIS Australia Equal Weight Index Rebalance:…Smartkarma Daily BriefsMay 27, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: MVIS Global Rare Earth/Strategic Metals Index Rebalance Preview: Changes Afoot and more In today’s briefing: MVIS Global Rare Earth/Strategic Metals Index Rebalance Preview: Changes AfootYashili (1230 HK):…Smartkarma Daily BriefsJune 1, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: HSI and more In today’s briefing: HSI, HSCEI, HSTECH: Rebalance Flows Post Capping (June 2023)Medtronic's M&A, Tender Offer,…Smartkarma Daily BriefsMay 31, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Rakuten (4755) – TSE Neglects Its Ad Hoc Powers – Less Bigly Index But Biglier Non-Index and more In today’s briefing: Rakuten (4755) - TSE Neglects Its Ad Hoc Powers - Less Bigly…Smartkarma Daily BriefsMay 30, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Golden Eagle Retail (3308 HK): Controlling Family’s Privatisation Offer at HK$6.88 and more In today’s briefing: Golden Eagle Retail (3308 HK): Controlling Family’s Privatisation Offer at HK$6.88CES China…Smartkarma Daily BriefsMay 29, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: STAR50 Index Rebalance: Two Changes in June (As Expected) and more In today’s briefing: STAR50 Index Rebalance: Two Changes in June (As Expected)SSE50 Index Rebalance: 5…Smartkarma Daily BriefsMay 28, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: EOFlow Tender Offer: Preconditions for Closure and more In today’s briefing: EOFlow Tender Offer: Preconditions for Closure, Cancellation Risk, & Targetable AllocationISC's Tender…Smartkarma Daily BriefsMay 27, 2023
Daily BriefsECM Daily Brief ECM: MoneyHero SPAC Listing: Thoughts on Valuation and more In today’s briefing: MoneyHero SPAC Listing: Thoughts on ValuationAlibaba Potential IPOs - Part 5 -…Smartkarma Daily BriefsJune 1, 2023
Daily BriefsECM Daily Brief ECM: Alibaba Potential IPOs – Part 4 – An Early Look at International Operations and more In today’s briefing: Alibaba Potential IPOs - Part 4 - An Early Look at International…Smartkarma Daily BriefsMay 31, 2023
Daily BriefsECM Daily Brief ECM: JD Industrials IPO: The Bear Case and more In today’s briefing: JD Industrials IPO: The Bear CaseChangjiu Digital Technology Pre-IPO TearsheetAlmac IPO Valuation…Smartkarma Daily BriefsMay 30, 2023
Daily BriefsECM Daily Brief ECM: Weekly Deals Digest (28 May) – Rakuten and more In today’s briefing: Weekly Deals Digest (28 May) - Rakuten, Growatt, JD Industrials, Toyo, Silk…Smartkarma Daily BriefsMay 29, 2023
Daily BriefsECM Daily Brief ECM: JD Industrials IPO: The Bull Case and more In today’s briefing: JD Industrials IPO: The Bull CaseECM Weekly (28th May 2023) - HK…Smartkarma Daily BriefsMay 28, 2023
Daily BriefsECM Daily Brief ECM: Sayona Mining Placement – Has Remained on Schedule with Increased Coverage and more In today’s briefing: Sayona Mining Placement - Has Remained on Schedule with Increased CoverageJiangxi Rimag…Smartkarma Daily BriefsMay 27, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba Cloud: Price War Rages as Nationalization Looms in China and more In today’s briefing: Alibaba Cloud: Price War Rages as Nationalization Looms in ChinaMitra Keluarga Karyasehat…Smartkarma Daily BriefsJune 1, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: BYD Company: Moves to Top Auto Holding in EM and more In today’s briefing: BYD Company: Moves to Top Auto Holding in EMPinduoduo (PDD US): Deciphering…Smartkarma Daily BriefsMay 31, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Tech Weekly: Nvidia in Taiwan – Everyone Will Need ‘AI Factories’; Identifying Short Squeezes and more In today’s briefing: Taiwan Tech Weekly: Nvidia in Taiwan - Everyone Will Need 'AI Factories';…Smartkarma Daily BriefsMay 30, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: NVIDIA. Yikes! Have We Missed The Boat? and more In today’s briefing: NVIDIA. Yikes! Have We Missed The Boat?Cathay Pacific (293 HK): Hard LandingTaiwan…Smartkarma Daily BriefsMay 29, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: SJM Holdings Ltd: Large Refi of Debt Buys Time for Grand Lisboa Palace to Prove Its US$3b Cost and more In today’s briefing: SJM Holdings Ltd: Large Refi of Debt Buys Time for Grand Lisboa…Smartkarma Daily BriefsMay 28, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Meituan: Strong 1Q with Operating Profits; No Disclosure on User Numbers and Delivery Costs and more In today’s briefing: Meituan: Strong 1Q with Operating Profits; No Disclosure on User Numbers and…Smartkarma Daily BriefsMay 27, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Hyundai Energy Solutions, MoneyHero Global , Alibaba (ADR), Skorlife, eFishery, Full Truck Alliance and more In today’s briefing: Tencent Nearing Our Buy ZoneFlow Trading Opportunities Brought by the AI Rally:…Smartkarma Daily BriefsJune 1, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Canon Inc, Alibaba (ADR), Schrole Group Ltd, Chewy Inc, Nano Dimension , Cellnex Telecom Sau, Wemade Co., Ltd. and more In today’s briefing: Canon NanoImprint. EUV Slayer or Damp Squib?Alibaba Potential IPOs - Part 4…Smartkarma Daily BriefsMay 31, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Cambricon Technologies Corp, Taiwan Semiconductor (TSMC) – ADR, Meituan, Empyrean Technology, Changjiu Digital Technology, Interactive Strength Inc, Amazon.com Inc and more In today’s briefing: CNI Semiconductor Chips Index Rebalance: Multiple Inflows for the InclusionsTaiwan Tech Weekly:…Smartkarma Daily BriefsMay 30, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Piotech, Canon Inc, Hong Kong Hang Seng Index, Taiwan Semiconductor (TSMC) – ADR, CCC Intelligent Solutions Hold and more In today’s briefing: NVIDIA. Yikes! Have We Missed The Boat?CES China Semiconductor Chips Index Rebalance:…Smartkarma Daily BriefsMay 29, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Cloudflare , Fidelity National Info Serv, First Solar Inc, Pegatron Corp, Snap Inc and more In today’s briefing: Cloudflare Inc.: Does It Have A Sustainable Competitive Advantage? – Key DriversFidelity…Smartkarma Daily BriefsMay 28, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: ISC Co Ltd, Meituan, GoTo, Intel Corp, NetEase Inc, Harris Corp, T Mobile Us Inc, Weibo Corp, Mastercard and more In today’s briefing: ISC's Tender Offer Possibility Is Decreasing, Indicating a Potential Shorting OpportunityMeituan: Strong…Smartkarma Daily BriefsMay 27, 2023
ChinaDaily Briefs Daily Brief China: Tencent, Yashili International Holdings, MoneyHero Global , Mason Group Holdings , Alibaba (ADR), Tam Jai International, Alibaba Group, Perfect Medical Health, Water Oasis and more In today’s briefing: Tencent Nearing Our Buy ZoneYashili (1230 HK): Scheme Doc Out. 23 June…Smartkarma Daily BriefsJune 1, 2023
ChinaDaily Briefs Daily Brief China: BYD, PDD Holdings Inc, Alibaba (ADR), Fosun International and more In today’s briefing: BYD Company: Moves to Top Auto Holding in EMPinduoduo (PDD US): Deciphering…Smartkarma Daily BriefsMay 31, 2023
ChinaDaily Briefs Daily Brief China: Anhui Conch Cement, Cambricon Technologies Corp, PDD Holdings Inc, Meituan, Empyrean Technology, JD Industrials, Changjiu Digital Technology, Growatt Technology, China Resources Land and more In today’s briefing: StubWorld: China Conch Trades Cheap. As Does AnhuiCNI Semiconductor Chips Index Rebalance:…Smartkarma Daily BriefsMay 30, 2023
ChinaDaily Briefs Daily Brief China: Golden Eagle Retail, Piotech, Inner Mongolia Yitai Coal Company Ltd, Hong Kong Hang Seng Index, Cathay Pacific Airways, China Overseas Land & Investment, Tata Motors Ltd, New Horizon Health and more In today’s briefing: Golden Eagle Retail (3308 HK): Controlling Family’s Privatisation Offer at HK$6.88CES China…Smartkarma Daily BriefsMay 29, 2023
ChinaDaily Briefs Daily Brief China: AVIC (Chengdu) UAS Co Ltd, Anhui Conch Cement, CRRC Corp Ltd A, China Merchants Energy A, Ovctek China Inc, JD Industrials and more In today’s briefing: STAR50 Index Rebalance: Two Changes in June (As Expected)SSE50 Index Rebalance: 5…Smartkarma Daily BriefsMay 28, 2023
ChinaDaily Briefs Daily Brief China: Meituan, Jiangxi Rimag Group, NetEase Inc, Golden Eagle Retail, Weibo Corp and more In today’s briefing: Meituan: Strong 1Q with Operating Profits; No Disclosure on User Numbers and…Smartkarma Daily BriefsMay 27, 2023
Daily BriefsJapan Daily Brief Japan: SBI Shinsei Bank, D.Western Therapeutics Insti, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: (Mostly) Asia M&A, May 2023: Allkem / Livent, InvoCare, Golden Eagle, Yita…Smartkarma Daily BriefsJune 1, 2023
Daily BriefsJapan Daily Brief Japan: Jeol Ltd, Canon Inc, Kawasaki Heavy Industries, Golf Digest Online, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: Quiddity Leaderboard JPX-Nikkei 400: End-May 2023Canon NanoImprint. EUV Slayer or Damp Squib?Kawasaki…Smartkarma Daily BriefsMay 31, 2023
Daily BriefsJapan Daily Brief Japan: Rakuten, Relia Inc, Rakuten Bank , Dynam Japan Holdings and more In today’s briefing: Rakuten (4755) - TSE Neglects Its Ad Hoc Powers - Less Bigly…Smartkarma Daily BriefsMay 30, 2023
Daily BriefsJapan Daily Brief Japan: Canon Inc, Rakuten, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: Assessing the Canon Buyback and Follow-On PerformanceWeekly Deals Digest (28 May) -…Smartkarma Daily BriefsMay 29, 2023
Daily BriefsJapan Daily Brief Japan: Rakuten, Japan Post Holdings, Kurita Water Industries, Toyo Construction and more In today’s briefing: ECM Weekly (28th May 2023) - HK Trip Notes, Rakuten, JD Ind,…Smartkarma Daily BriefsMay 28, 2023
Daily BriefsJapan Daily Brief Japan: Cosmo Energy Holdings, FUJIFILM Holdings, Frontier Management Inc, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: Cosmo Energy (5021) In a Display of Stunningly Bad Governance; If You…Smartkarma Daily BriefsMay 26, 2023
Daily BriefsMacro Daily Brief Macro: Out of the Box #3 – Will the Hiring Cycle End Due to Falling Inflation? and more In today’s briefing: Out of the Box #3 – Will the Hiring Cycle End Due…Smartkarma Daily BriefsJune 1, 2023
Daily BriefsMacro Daily Brief Macro: Cross-Asset Volatility: Flashing Red for Equities and more In today’s briefing: Cross-Asset Volatility: Flashing Red for Equities Cross-Asset Volatility: Flashing Red for EquitiesBy…Smartkarma Daily BriefsMay 31, 2023
Daily BriefsMacro Daily Brief Macro: Substance of Debt Ceiling Deal Has Implications for Banking System and Sovereign Backstop and more In today’s briefing: Substance of Debt Ceiling Deal Has Implications for Banking System and Sovereign…Smartkarma Daily BriefsMay 30, 2023
Daily BriefsMacro Daily Brief Macro: US Debt Ceiling Raise Tells Us Gold Is Going Up… It Must Be Part Of Every Portfolio and more In today’s briefing: US Debt Ceiling Raise Tells Us Gold Is Going Up… It Must…Smartkarma Daily BriefsMay 29, 2023
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