In today’s briefing: Pasona (2168 JP) Special Div - Too Small to MatterGet Your Pasona…
Smartkarma Daily BriefsApril 16, 2024
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Get Your Pasona (2168 JP) Rump For FreeS&P/ASX Index Rebalance Preview: Potential…
Smartkarma Daily BriefsApril 15, 2024
Daily BriefsMost ReadIn today’s briefing: HSTECH Index Rebalance Preview: Round-Trip Trade of US$1.5bn in JuneHSCEI Index Rebalance…
Smartkarma Daily BriefsApril 14, 2024
Daily BriefsMost ReadIn today’s briefing: JAPAN ACTIVISM: Mitsui Fudosan (8801) Responds to Elliott with Buyback, Amended Long-Term…
Smartkarma Daily BriefsApril 13, 2024
Daily BriefsMost ReadIn today’s briefing: Mar24 Nikkei 225 Rebal - Socionext, Disco, Zozo IN; US$4bn One-Way; More…
Smartkarma Daily BriefsApril 12, 2024
Daily BriefsMost ReadIn today’s briefing: China TCM (570.HK) - Latest Updates on Privatization and the Potential Merger…
Smartkarma Daily BriefsApril 11, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Pasona (2168 JP) Special Div - Too Small to MatterMerger Arb Mondays…
Smartkarma Daily BriefsApril 15, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Genex Power (GNX AU): J-Power’s Binding Proposal as Skip’s Intentions Remain UnknownRoland…
Smartkarma Daily BriefsApril 14, 2024
Daily BriefsEvent-DrivenIn today’s briefing: CGN New Energy (1811 HK): Takeover RumoursUpdated TOPIX Big April Basket Flows;…
Smartkarma Daily BriefsApril 13, 2024
Daily BriefsEvent-DrivenIn today’s briefing: JAPAN ACTIVISM: Mitsui Fudosan (8801) Responds to Elliott with Buyback, Amended Long-Term…
Smartkarma Daily BriefsApril 12, 2024
Daily BriefsEvent-DrivenIn today’s briefing: JAPAN ACTIVISM: Murakami's Aozora Bet Not Going Anywhere, But No Sales YetQuiddity…
Smartkarma Daily BriefsApril 11, 2024
Daily BriefsEvent-DrivenIn today’s briefing: The TOPIX Big April Basket Flows: ¥200bn a Side Including Many Multi-ADV…
Smartkarma Daily BriefsApril 10, 2024
Daily BriefsECMIn today’s briefing: Trial Holdings IPO: Valuation ThoughtsNippon Express Placement - Lukewarm Track Record, Although…
Smartkarma Daily BriefsMarch 4, 2024
Daily BriefsECMIn today’s briefing: Nippon Express (9147 JP): A US$260 Million Secondary Offering Nippon Express (9147…
Smartkarma Daily BriefsMarch 3, 2024
Daily BriefsECMIn today’s briefing: Nippon Express (9147) Secondary Offering - Banks, Sompo, Others Sell - "2024…
Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsECMIn today’s briefing: Woori Financial Placement - While the Overhang Remains, the Deal Would Be…
Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsECMIn today’s briefing: Renesas (6723) - YET ANOTHER Clean-Up Block Trade - This Time Mitsubishi…
Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsECMIn today’s briefing: Toei Animation (4816 JP) - This Offering Could Be Heavy; the NEXT…
Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Asian Dividend Gems: Golden Throat HoldingsNanya. Tailwinds Mount Albeit Profits Still EludeESR:…
Smartkarma Daily BriefsApril 14, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Keepers Holdings (KEEPR PM) FY23: 30% YoY, Net Cash, Growth 6.8x PE,…
Smartkarma Daily BriefsApril 13, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Spending on Customers Precedes Customer SpendingFast Retailing(9983) | Not So FastCOSCO Shipping…
Smartkarma Daily BriefsApril 12, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Smartkarma Corporate Webinar | Elite Commercial REIT: Essential Assets at an Attractive…
Smartkarma Daily BriefsApril 11, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Taiwan Tech Weekly: TSMC Wins Major U.S. Support; Nanya Results; UMC Rush…
Smartkarma Daily BriefsApril 10, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Aster DM Healthcare's Special Dividend & RestructuringTSMC (2330.TT; TSM.US): US$6.6bn from US…
Smartkarma Daily BriefsApril 9, 2024
Daily BriefsTMT/InternetIn today’s briefing: Roland DG (6789) - Brother Still Not Making FriendsAnsarada (AND AU): Scheme…
Smartkarma Daily BriefsApril 14, 2024
Daily BriefsTMT/InternetIn today’s briefing: Bharti Hexacom IPO Trading - Strong Insti and Anchor, Retail Gave It…
Smartkarma Daily BriefsApril 12, 2024
Daily BriefsTMT/InternetIn today’s briefing: Quiddity Leaderboard STAR 50 Jun 24: 3 ADDs/DELs Possible but Should Be…
Smartkarma Daily BriefsApril 11, 2024
Daily BriefsTMT/InternetIn today’s briefing: WT Micro Placement - Another Well-Flagged Taiwan GDR Offering, This One Is…
Smartkarma Daily BriefsApril 10, 2024
Daily BriefsTMT/InternetIn today’s briefing: Samsung Electronics: Block Deal Sale of 5.2 Million Shares by Lee Boo-JinSamsung…
Smartkarma Daily BriefsApril 9, 2024
Daily BriefsTMT/InternetIn today’s briefing: NTT Data's ¥1,940/Share Deal For Jastec (9717) - Not Enough But Probably…
Smartkarma Daily BriefsApril 8, 2024
ChinaDaily BriefsIn today’s briefing: Quiddity Leaderboard CSI 300/500 Jun 24: SHORTs Down 11% Vs Index Since…
Smartkarma Daily BriefsApril 10, 2024
ChinaDaily BriefsIn today’s briefing: STAR100 Index Rebalance Preview: 10 Changes as Potential Adds OutperformMorning Views Asia:…
Smartkarma Daily BriefsApril 9, 2024
ChinaDaily BriefsIn today’s briefing: J&T Global Express (1519 HK): The US$9.9 Billion Lock up ExpiryHSCEI Index…
Smartkarma Daily BriefsApril 8, 2024
ChinaDaily BriefsIn today’s briefing: L'Occitane (973 HK): Two Good Moves, Though Rerating Has Been Fast And…
Smartkarma Daily BriefsApril 6, 2024
ChinaDaily BriefsIn today’s briefing: Great Eagle Seeks To Delist Langham Hospitality (1270 HK)Baba's Babies: Co-Parenting Works!…
Smartkarma Daily BriefsApril 5, 2024
ChinaDaily BriefsIn today’s briefing: Langham Hospitality Investments (1270 HK): Great Eagle (41 HK)’s Possible Scheme PrivatisationHSTECH…
Smartkarma Daily BriefsApril 4, 2024
Daily BriefsJapanIn today’s briefing: JAPAN ACTIVISM: Mitsui Fudosan (8801) Responds to Elliott with Buyback, Amended Long-Term…
Smartkarma Daily BriefsApril 12, 2024
Daily BriefsJapanIn today’s briefing: JAPAN ACTIVISM: Murakami's Aozora Bet Not Going Anywhere, But No Sales YetChilled…
Smartkarma Daily BriefsApril 11, 2024
Daily BriefsJapanIn today’s briefing: The TOPIX Big April Basket Flows: ¥200bn a Side Including Many Multi-ADV…
Smartkarma Daily BriefsApril 10, 2024
Daily BriefsJapanIn today’s briefing: Riso Kyoiku (4714) Partial Tender (¥320/Sh) Followed by Third Party Dilution To…
Smartkarma Daily BriefsApril 9, 2024
Daily BriefsJapanIn today’s briefing: NTT Data's ¥1,940/Share Deal For Jastec (9717) - Not Enough But Probably…
Smartkarma Daily BriefsApril 8, 2024
Daily BriefsJapanIn today’s briefing: Weekly Deals Digest (07 Apr) - Kokusai Electric, HD Hyundai Marine, Langham,…
Smartkarma Daily BriefsApril 7, 2024
Daily BriefsMacroIn today’s briefing: On A Slow Boat To ChinaRotating EM Flows: From Japan to Emerging…
Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsMacroIn today’s briefing: China Moves to Directly Support the Market5 Things We Watch – US…
Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsMacroIn today’s briefing: US Inflation: Bad Enough for Powell to Change Course?Positioning Watch – Bye…
Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsMacroIn today’s briefing: Steno Signals #90 – More Liquidity to the Most Hated Rally in…
Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsMacroIn today’s briefing: Spendthrift US Fiscal Policy Raises Ante on Fed to Prevent Financial System…
Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsMacroIn today’s briefing: The Week Ahead – US CPI, UK Labour Market Data and China…
Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsMost ReadIn today’s briefing: Pasona (2168 JP) Special Div - Too Small to MatterGet Your Pasona…
Smartkarma Daily BriefsApril 16, 2024
Daily BriefsMost ReadIn today’s briefing: Get Your Pasona (2168 JP) Rump For FreeS&P/ASX Index Rebalance Preview: Potential…
Smartkarma Daily BriefsApril 15, 2024
Daily BriefsMost ReadIn today’s briefing: HSTECH Index Rebalance Preview: Round-Trip Trade of US$1.5bn in JuneHSCEI Index Rebalance…
Smartkarma Daily BriefsApril 14, 2024
Daily BriefsMost ReadIn today’s briefing: JAPAN ACTIVISM: Mitsui Fudosan (8801) Responds to Elliott with Buyback, Amended Long-Term…
Smartkarma Daily BriefsApril 13, 2024
Daily BriefsMost ReadIn today’s briefing: Mar24 Nikkei 225 Rebal - Socionext, Disco, Zozo IN; US$4bn One-Way; More…
Smartkarma Daily BriefsApril 12, 2024
Daily BriefsMost ReadIn today’s briefing: China TCM (570.HK) - Latest Updates on Privatization and the Potential Merger…
Smartkarma Daily BriefsApril 11, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Pasona (2168 JP) Special Div - Too Small to MatterMerger Arb Mondays…
Smartkarma Daily BriefsApril 15, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Genex Power (GNX AU): J-Power’s Binding Proposal as Skip’s Intentions Remain UnknownRoland…
Smartkarma Daily BriefsApril 14, 2024
Daily BriefsEvent-DrivenIn today’s briefing: CGN New Energy (1811 HK): Takeover RumoursUpdated TOPIX Big April Basket Flows;…
Smartkarma Daily BriefsApril 13, 2024
Daily BriefsEvent-DrivenIn today’s briefing: JAPAN ACTIVISM: Mitsui Fudosan (8801) Responds to Elliott with Buyback, Amended Long-Term…
Smartkarma Daily BriefsApril 12, 2024
Daily BriefsEvent-DrivenIn today’s briefing: JAPAN ACTIVISM: Murakami's Aozora Bet Not Going Anywhere, But No Sales YetQuiddity…
Smartkarma Daily BriefsApril 11, 2024
Daily BriefsEvent-DrivenIn today’s briefing: The TOPIX Big April Basket Flows: ¥200bn a Side Including Many Multi-ADV…
Smartkarma Daily BriefsApril 10, 2024
Daily BriefsECMIn today’s briefing: Trial Holdings IPO: Valuation ThoughtsNippon Express Placement - Lukewarm Track Record, Although…
Smartkarma Daily BriefsMarch 4, 2024
Daily BriefsECMIn today’s briefing: Nippon Express (9147 JP): A US$260 Million Secondary Offering Nippon Express (9147…
Smartkarma Daily BriefsMarch 3, 2024
Daily BriefsECMIn today’s briefing: Nippon Express (9147) Secondary Offering - Banks, Sompo, Others Sell - "2024…
Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsECMIn today’s briefing: Woori Financial Placement - While the Overhang Remains, the Deal Would Be…
Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsECMIn today’s briefing: Renesas (6723) - YET ANOTHER Clean-Up Block Trade - This Time Mitsubishi…
Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsECMIn today’s briefing: Toei Animation (4816 JP) - This Offering Could Be Heavy; the NEXT…
Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Asian Dividend Gems: Golden Throat HoldingsNanya. Tailwinds Mount Albeit Profits Still EludeESR:…
Smartkarma Daily BriefsApril 14, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Keepers Holdings (KEEPR PM) FY23: 30% YoY, Net Cash, Growth 6.8x PE,…
Smartkarma Daily BriefsApril 13, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Spending on Customers Precedes Customer SpendingFast Retailing(9983) | Not So FastCOSCO Shipping…
Smartkarma Daily BriefsApril 12, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Smartkarma Corporate Webinar | Elite Commercial REIT: Essential Assets at an Attractive…
Smartkarma Daily BriefsApril 11, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Taiwan Tech Weekly: TSMC Wins Major U.S. Support; Nanya Results; UMC Rush…
Smartkarma Daily BriefsApril 10, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Aster DM Healthcare's Special Dividend & RestructuringTSMC (2330.TT; TSM.US): US$6.6bn from US…
Smartkarma Daily BriefsApril 9, 2024
Daily BriefsTMT/InternetIn today’s briefing: Roland DG (6789) - Brother Still Not Making FriendsAnsarada (AND AU): Scheme…
Smartkarma Daily BriefsApril 14, 2024
Daily BriefsTMT/InternetIn today’s briefing: Bharti Hexacom IPO Trading - Strong Insti and Anchor, Retail Gave It…
Smartkarma Daily BriefsApril 12, 2024
Daily BriefsTMT/InternetIn today’s briefing: Quiddity Leaderboard STAR 50 Jun 24: 3 ADDs/DELs Possible but Should Be…
Smartkarma Daily BriefsApril 11, 2024
Daily BriefsTMT/InternetIn today’s briefing: WT Micro Placement - Another Well-Flagged Taiwan GDR Offering, This One Is…
Smartkarma Daily BriefsApril 10, 2024
Daily BriefsTMT/InternetIn today’s briefing: Samsung Electronics: Block Deal Sale of 5.2 Million Shares by Lee Boo-JinSamsung…
Smartkarma Daily BriefsApril 9, 2024
Daily BriefsTMT/InternetIn today’s briefing: NTT Data's ¥1,940/Share Deal For Jastec (9717) - Not Enough But Probably…
Smartkarma Daily BriefsApril 8, 2024
ChinaDaily BriefsIn today’s briefing: Quiddity Leaderboard CSI 300/500 Jun 24: SHORTs Down 11% Vs Index Since…
Smartkarma Daily BriefsApril 10, 2024
ChinaDaily BriefsIn today’s briefing: STAR100 Index Rebalance Preview: 10 Changes as Potential Adds OutperformMorning Views Asia:…
Smartkarma Daily BriefsApril 9, 2024
ChinaDaily BriefsIn today’s briefing: J&T Global Express (1519 HK): The US$9.9 Billion Lock up ExpiryHSCEI Index…
Smartkarma Daily BriefsApril 8, 2024
ChinaDaily BriefsIn today’s briefing: L'Occitane (973 HK): Two Good Moves, Though Rerating Has Been Fast And…
Smartkarma Daily BriefsApril 6, 2024
ChinaDaily BriefsIn today’s briefing: Great Eagle Seeks To Delist Langham Hospitality (1270 HK)Baba's Babies: Co-Parenting Works!…
Smartkarma Daily BriefsApril 5, 2024
ChinaDaily BriefsIn today’s briefing: Langham Hospitality Investments (1270 HK): Great Eagle (41 HK)’s Possible Scheme PrivatisationHSTECH…
Smartkarma Daily BriefsApril 4, 2024
Daily BriefsJapanIn today’s briefing: JAPAN ACTIVISM: Mitsui Fudosan (8801) Responds to Elliott with Buyback, Amended Long-Term…
Smartkarma Daily BriefsApril 12, 2024
Daily BriefsJapanIn today’s briefing: JAPAN ACTIVISM: Murakami's Aozora Bet Not Going Anywhere, But No Sales YetChilled…
Smartkarma Daily BriefsApril 11, 2024
Daily BriefsJapanIn today’s briefing: The TOPIX Big April Basket Flows: ¥200bn a Side Including Many Multi-ADV…
Smartkarma Daily BriefsApril 10, 2024
Daily BriefsJapanIn today’s briefing: Riso Kyoiku (4714) Partial Tender (¥320/Sh) Followed by Third Party Dilution To…
Smartkarma Daily BriefsApril 9, 2024
Daily BriefsJapanIn today’s briefing: NTT Data's ¥1,940/Share Deal For Jastec (9717) - Not Enough But Probably…
Smartkarma Daily BriefsApril 8, 2024
Daily BriefsJapanIn today’s briefing: Weekly Deals Digest (07 Apr) - Kokusai Electric, HD Hyundai Marine, Langham,…
Smartkarma Daily BriefsApril 7, 2024
Daily BriefsMacroIn today’s briefing: On A Slow Boat To ChinaRotating EM Flows: From Japan to Emerging…
Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsMacroIn today’s briefing: China Moves to Directly Support the Market5 Things We Watch – US…
Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsMacroIn today’s briefing: US Inflation: Bad Enough for Powell to Change Course?Positioning Watch – Bye…
Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsMacroIn today’s briefing: Steno Signals #90 – More Liquidity to the Most Hated Rally in…
Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsMacroIn today’s briefing: Spendthrift US Fiscal Policy Raises Ante on Fed to Prevent Financial System…
Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsMacroIn today’s briefing: The Week Ahead – US CPI, UK Labour Market Data and China…
Smartkarma Daily BriefsMarch 10, 2024
