In today’s briefing: Cayman Islands: Headcount To Be Decapitated On 31 AugustIndonesian Digital Banks -…
Smartkarma Daily BriefsAugust 7, 2022
Key Research From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance Preview: Consultation Conclusions & Potential Changes in Sep…
Smartkarma Daily BriefsAugust 6, 2022
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Sep22 Annual Review; Data Final, Predictions Unch'd; Strategy InvolvedGIC Buying…
Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Sep22 Annual Review; Data Final, Predictions Unch'd; Strategy InvolvedOrica (ORI…
Smartkarma Daily BriefsAugust 4, 2022
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance Preview: Consultation Conclusions & Potential Changes in Sep…
Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsMost ReadIn today’s briefing: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows NextIndex…
Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsEvent-DrivenIn today’s briefing: JPX Nikkei 400 Index Rebalance: Some Biggish Impact StocksLast Week In Event…
Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Canon (7751) - Second Buyback This Year - Last Happened in 2014Lifestyle…
Smartkarma Daily BriefsAugust 6, 2022
Daily BriefsEvent-DrivenIn today’s briefing: SJM Holdings (880 HK) Rights Issue - Capital Raise, Unappreciated, but Interesting…
Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Nikkei 225 Sep22 Annual Review; Data Final, Predictions Unch'd; Strategy InvolvedKOSPI Size…
Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Cayman Islands: Headcount To Be Decapitated On 31 AugustNikkei 225 Index Rebalance…
Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsEvent-DrivenIn today’s briefing: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows NextYashili’s…
Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsECMIn today’s briefing: Messed up Korea IPO Pipeline and Unexpected BeneficiariesVisit to a Haidilao Restaurant…
Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsECMIn today’s briefing: Giant Biogene Pre-IPO - The Negatives - Co-Founders Have Already Cashed in…
Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsECMIn today’s briefing: AMTD Digital: Irrational Frenzy 2.0Zomato Placement - Opportunistic Selldown, Momentum Hasn’t Been…
Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsECMIn today’s briefing: China Tourism Group A/H Listing - Updates from Revised Filing and Quick…
Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsECMIn today’s briefing: Pre-IPO Lepu Medical Technology - Lepu Is in a Difficult Position and…
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Daily BriefsECMIn 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-UpIn today’s briefing: Alcoa Corp: The Alumina Price Upside & Other DriversMicrosoft Corporation: The Continuing…
Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba: Growth Avenues Are Closing FastChina Aviation Oil Fuels Up for Next…
Smartkarma Daily BriefsAugust 6, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba (9988 HK): Zero Growth for First Time, But Overly Sold, BuySoftbank…
Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Oriental Watch Update: June and July Improve, Cautious H1 FY23AMTD Digital: The…
Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: A Pair Trade Between Emart & Coupang (Potential End of Mandatory Shut…
Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Meituan – Regulators Now Probing on Food Safety; Anti-Monopoly Crackdown Is Not…
Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsTMT/InternetIn today’s briefing: JPX Nikkei 400 Index Rebalance: Some Biggish Impact StocksIndex Rebalance & ETF…
Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsTMT/InternetIn today’s briefing: Hoya (7741) - Record Revenues/Earnings, a Small Buyback, but Nikkei 225 Flows…
Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsTMT/InternetIn today’s briefing: AMTD Digital: Irrational Frenzy 2.0AMTD Digital: The Biggest Bubble in 2022EVOC Subject…
Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsTMT/InternetIn today’s briefing: Cayman Islands: Headcount To Be Decapitated On 31 AugustHong Kong CEO &…
Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsTMT/InternetIn today’s briefing: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows NextMeituan…
Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsTMT/InternetIn today’s briefing: Index Rebalance & ETF Flow Recap: MSCI, S&P/ASX, Alibaba, SK Tel, Thai…
Smartkarma Daily BriefsJuly 31, 2022
ChinaDaily BriefsIn today’s briefing: Last Week In Event SPACE: SJM, Yashili, Cayman Headcount, ResApp, Honda Tsushin…
Smartkarma Daily BriefsAugust 7, 2022
ChinaDaily BriefsIn today’s briefing: Alibaba: Growth Avenues Are Closing FastLifestyle Int'l (1212 HK): Thomas Yau Offer?Chinese…
Smartkarma Daily BriefsAugust 6, 2022
ChinaDaily BriefsIn today’s briefing: SJM Holdings (880 HK) Rights Issue - Capital Raise, Unappreciated, but Interesting…
Smartkarma Daily BriefsAugust 5, 2022
ChinaDaily BriefsIn today’s briefing: Oriental Watch Update: June and July Improve, Cautious H1 FY23Pinduoduo: Community Group…
Smartkarma Daily BriefsAugust 3, 2022
ChinaDaily BriefsIn today’s briefing: Cayman Islands: Headcount To Be Decapitated On 31 AugustHSI Leads Bear Move…
Smartkarma Daily BriefsAugust 2, 2022
ChinaDaily BriefsIn today’s briefing: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows NextYashili’s…
Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsJapanIn today’s briefing: JPX Nikkei 400 Index Rebalance: Some Biggish Impact StocksIndex Rebalance & ETF…
Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsJapanIn today’s briefing: Canon (7751) - Second Buyback This Year - Last Happened in 20142022…
Smartkarma Daily BriefsAugust 6, 2022
Daily BriefsJapanIn today’s briefing: Hoya (7741) - Record Revenues/Earnings, a Small Buyback, but Nikkei 225 Flows…
Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsJapanIn today’s briefing: TOPIX Inclusions: Who Is Ready (Aug 2022)Joyful Honda Conducts Japan's First* Official…
Smartkarma Daily BriefsAugust 4, 2022
Daily BriefsJapanDaily 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 BriefsJapanIn today’s briefing: Nikkei 225 Index Rebalance Preview: Consultation Conclusions & Potential Changes in Sep…
Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsMacroIn today’s briefing: US Financial Markets Embrace a Fed Policy Pivot as Another Game of…
Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsMacroIn today’s briefing: JFK's Naval Blockade of Cuba (1962) - Fast Forward 60 Years &…
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Daily BriefsMacroIn today’s briefing: CX Daily: Why Southeast Asia Is a Battleground in the Global China-U.S.…
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Daily BriefsMacroIn today’s briefing: Hong Kong: Worries About The Collapse Of The Currency Peg Are OverblownThe…
Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsMacroIn today’s briefing: China – Policy Switches-OffBearishness, Begone!Warning: The Market Is Massively Fighting the FedBulls…
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Daily BriefsMacroIn 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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Smartkarma Daily BriefsAugust 2, 2022
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Smartkarma Daily BriefsJuly 26, 2022
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Smartkarma Daily BriefsJuly 11, 2022
Daily BriefsMost ReadIn today’s briefing: Cayman Islands: Headcount To Be Decapitated On 31 AugustIndonesian Digital Banks -…
Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance Preview: Consultation Conclusions & Potential Changes in Sep…
Smartkarma Daily BriefsAugust 6, 2022
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Sep22 Annual Review; Data Final, Predictions Unch'd; Strategy InvolvedGIC Buying…
Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Sep22 Annual Review; Data Final, Predictions Unch'd; Strategy InvolvedOrica (ORI…
Smartkarma Daily BriefsAugust 4, 2022
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance Preview: Consultation Conclusions & Potential Changes in Sep…
Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsMost ReadIn today’s briefing: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows NextIndex…
Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsEvent-DrivenIn today’s briefing: JPX Nikkei 400 Index Rebalance: Some Biggish Impact StocksLast Week In Event…
Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Canon (7751) - Second Buyback This Year - Last Happened in 2014Lifestyle…
Smartkarma Daily BriefsAugust 6, 2022
Daily BriefsEvent-DrivenIn today’s briefing: SJM Holdings (880 HK) Rights Issue - Capital Raise, Unappreciated, but Interesting…
Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Nikkei 225 Sep22 Annual Review; Data Final, Predictions Unch'd; Strategy InvolvedKOSPI Size…
Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Cayman Islands: Headcount To Be Decapitated On 31 AugustNikkei 225 Index Rebalance…
Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsEvent-DrivenIn today’s briefing: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows NextYashili’s…
Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsECMIn today’s briefing: Messed up Korea IPO Pipeline and Unexpected BeneficiariesVisit to a Haidilao Restaurant…
Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsECMIn today’s briefing: Giant Biogene Pre-IPO - The Negatives - Co-Founders Have Already Cashed in…
Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsECMIn today’s briefing: AMTD Digital: Irrational Frenzy 2.0Zomato Placement - Opportunistic Selldown, Momentum Hasn’t Been…
Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsECMIn today’s briefing: China Tourism Group A/H Listing - Updates from Revised Filing and Quick…
Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsECMIn today’s briefing: Pre-IPO Lepu Medical Technology - Lepu Is in a Difficult Position and…
Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsECMIn 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-UpIn today’s briefing: Alcoa Corp: The Alumina Price Upside & Other DriversMicrosoft Corporation: The Continuing…
Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba: Growth Avenues Are Closing FastChina Aviation Oil Fuels Up for Next…
Smartkarma Daily BriefsAugust 6, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba (9988 HK): Zero Growth for First Time, But Overly Sold, BuySoftbank…
Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Oriental Watch Update: June and July Improve, Cautious H1 FY23AMTD Digital: The…
Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: A Pair Trade Between Emart & Coupang (Potential End of Mandatory Shut…
Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Meituan – Regulators Now Probing on Food Safety; Anti-Monopoly Crackdown Is Not…
Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsTMT/InternetIn today’s briefing: JPX Nikkei 400 Index Rebalance: Some Biggish Impact StocksIndex Rebalance & ETF…
Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsTMT/InternetIn today’s briefing: Hoya (7741) - Record Revenues/Earnings, a Small Buyback, but Nikkei 225 Flows…
Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsTMT/InternetIn today’s briefing: AMTD Digital: Irrational Frenzy 2.0AMTD Digital: The Biggest Bubble in 2022EVOC Subject…
Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsTMT/InternetIn today’s briefing: Cayman Islands: Headcount To Be Decapitated On 31 AugustHong Kong CEO &…
Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsTMT/InternetIn today’s briefing: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows NextMeituan…
Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsTMT/InternetIn today’s briefing: Index Rebalance & ETF Flow Recap: MSCI, S&P/ASX, Alibaba, SK Tel, Thai…
Smartkarma Daily BriefsJuly 31, 2022
ChinaDaily BriefsIn today’s briefing: Last Week In Event SPACE: SJM, Yashili, Cayman Headcount, ResApp, Honda Tsushin…
Smartkarma Daily BriefsAugust 7, 2022
ChinaDaily BriefsIn today’s briefing: Alibaba: Growth Avenues Are Closing FastLifestyle Int'l (1212 HK): Thomas Yau Offer?Chinese…
Smartkarma Daily BriefsAugust 6, 2022
ChinaDaily BriefsIn today’s briefing: SJM Holdings (880 HK) Rights Issue - Capital Raise, Unappreciated, but Interesting…
Smartkarma Daily BriefsAugust 5, 2022
ChinaDaily BriefsIn today’s briefing: Oriental Watch Update: June and July Improve, Cautious H1 FY23Pinduoduo: Community Group…
Smartkarma Daily BriefsAugust 3, 2022
ChinaDaily BriefsIn today’s briefing: Cayman Islands: Headcount To Be Decapitated On 31 AugustHSI Leads Bear Move…
Smartkarma Daily BriefsAugust 2, 2022
ChinaDaily BriefsIn today’s briefing: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows NextYashili’s…
Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsJapanIn today’s briefing: JPX Nikkei 400 Index Rebalance: Some Biggish Impact StocksIndex Rebalance & ETF…
Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsJapanIn today’s briefing: Canon (7751) - Second Buyback This Year - Last Happened in 20142022…
Smartkarma Daily BriefsAugust 6, 2022
Daily BriefsJapanIn today’s briefing: Hoya (7741) - Record Revenues/Earnings, a Small Buyback, but Nikkei 225 Flows…
Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsJapanIn today’s briefing: TOPIX Inclusions: Who Is Ready (Aug 2022)Joyful Honda Conducts Japan's First* Official…
Smartkarma Daily BriefsAugust 4, 2022
Daily BriefsJapanDaily 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 BriefsJapanIn today’s briefing: Nikkei 225 Index Rebalance Preview: Consultation Conclusions & Potential Changes in Sep…
Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsMacroIn today’s briefing: US Financial Markets Embrace a Fed Policy Pivot as Another Game of…
Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsMacroIn today’s briefing: JFK's Naval Blockade of Cuba (1962) - Fast Forward 60 Years &…
Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsMacroIn today’s briefing: CX Daily: Why Southeast Asia Is a Battleground in the Global China-U.S.…
Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsMacroIn today’s briefing: Hong Kong: Worries About The Collapse Of The Currency Peg Are OverblownThe…
Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsMacroIn today’s briefing: China – Policy Switches-OffBearishness, Begone!Warning: The Market Is Massively Fighting the FedBulls…
Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsMacroIn today’s briefing: Is The US Fed Tightening Into A Big Recession?Corporate America Faces Stiffer…
Smartkarma Daily BriefsJuly 31, 2022
CryptoDaily BriefsIn today’s briefing: #33 To be or not to be a securitySporting Crypto - August…
Smartkarma Daily BriefsAugust 2, 2022
CryptoDaily BriefsIn today’s briefing: Sporting Crypto - July 25th 2022: RTFKT & Nike Push the 'Phygital'…
Smartkarma Daily BriefsJuly 26, 2022
CryptoDaily BriefsIn today’s briefing: Ethereum Block Explorer: Part OneBinance Names 27 Projects in Latest Blockchain Incubator…
Smartkarma Daily BriefsJuly 25, 2022
CryptoDaily BriefsIn today’s briefing: A Quick Review of the Celsius Bankruptcy Filing A Quick Review of…
Smartkarma Daily BriefsJuly 16, 2022
CryptoDaily BriefsIn today’s briefing: Bear Market Plays - Crypto Exchange Tokens Bear Market Plays - Crypto…
Smartkarma Daily BriefsJuly 15, 2022
CryptoDaily BriefsIn today’s briefing:Dollar-Cost Averaging Dollar-Cost AveragingBy EtherbridgeOver the past two weeks in our Bear Market…
Smartkarma Daily BriefsJuly 11, 2022
