In today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownJSR (4185 JP) - Activist Murakami-San…
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Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownSciClone Pharma (6600 HK): Privatisation At…
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Daily BriefsMost ReadIn today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownLee Seo-Hyun's Unexpected Return: Implications for…
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Daily BriefsEvent-DrivenIn today’s briefing: Lee Seo-Hyun's Unexpected Return: Implications for Samsung's Conglomerate DynamicsEnd of Mandatory Lock-Up…
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Daily BriefsEquity Bottom-UpIn today’s briefing: BYD (1211 HK): Strong Revenue in 2023 and to Change Strategy in…
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Daily BriefsMost ReadIn today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownJSR (4185 JP) - Activist Murakami-San…
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Daily BriefsMost ReadIn today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownSciClone Pharma (6600 HK): Privatisation At…
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Daily BriefsMost ReadIn today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownLee Seo-Hyun's Unexpected Return: Implications for…
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Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance: DISCO, Socionext, ZOZO In; PacMetals, Sumitomo Osaka, Takara…
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Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance: DISCO, Socionext, ZOZO In; PacMetals, Sumitomo Osaka, Takara…
Smartkarma Daily BriefsMarch 30, 2024
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Smartkarma Daily BriefsMarch 29, 2024
Daily BriefsEvent-DrivenIn today’s briefing: If Rakuten (4755) Combines Financial Units... Who Wins and How? Well... It's…
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Daily BriefsEvent-DrivenIn today’s briefing: A/H Premium Tracker (To 28 Mar 2024): Liquid AH Premia Still Very…
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Daily BriefsEvent-DrivenIn today’s briefing: (Mostly) Asia-Pac M&A:MMA, Boral, Orecorp, Probiotec, CPMC, CIMC Vehicle, Roland DG, Welbe,…
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Daily BriefsEvent-DrivenIn today’s briefing: Lee Seo-Hyun's Unexpected Return: Implications for Samsung's Conglomerate DynamicsEnd of Mandatory Lock-Up…
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Daily BriefsEvent-DrivenIn today’s briefing: Koito Mfg (7276) - New Medium Term Plan, BIG Buyback, Even Bigger…
Smartkarma Daily BriefsMarch 29, 2024
Daily BriefsEvent-DrivenIn today’s briefing: KDDI Launches Tender To Buy Out Lawson (2651) - Still Far Too…
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Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsECMIn today’s briefing: Initial Thoughts on Hyundai Motor India IPOCICC-Backed Chinese Chip Design Firm Fined…
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Daily BriefsECMIn today’s briefing: Dramatic Growth of SHEIN & Temu Having Noticeable Impact On Segments Outside…
Smartkarma Daily BriefsFebruary 13, 2024
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Daily BriefsEquity Bottom-UpIn today’s briefing: Asia Ex-Japan Funds: Extremes in Positioning & MomentumPostcard from Agra | India's…
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Daily BriefsEquity Bottom-UpIn today’s briefing: BYD (1211 HK): Strong Revenue in 2023 and to Change Strategy in…
Smartkarma Daily BriefsMarch 27, 2024
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Daily BriefsTMT/InternetIn today’s briefing: MediaTek (2454.TT): Dimensity 9400 Unveiled in Sep; 2Q24F Sales Could Be a…
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Daily BriefsTMT/InternetIn today’s briefing: Hon Hai (Foxconn): After the 50% Surge, Where Can It Go From…
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Daily BriefsTMT/InternetIn today’s briefing: ACI Worldwide: Initiation Of Coverage - Expansion of SaaS Businesses & Improved…
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Smartkarma Daily BriefsMarch 27, 2024
Daily BriefsTMT/InternetIn today’s briefing: China Consumption Weekly (25 Mar 2024): Xiaomi, Alibaba, Xpeng, Maoyan, JD Health,…
Smartkarma Daily BriefsMarch 26, 2024
ChinaDaily BriefsIn today’s briefing: BYD (1211 HK): Strong Revenue in 2023 and to Change Strategy in…
Smartkarma Daily BriefsMarch 27, 2024
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Smartkarma Daily BriefsMarch 26, 2024
ChinaDaily BriefsIn today’s briefing: HK Connect SOUTHBOUND Flows (To 22 Mar 2024); Strong Net Buying on…
Smartkarma Daily BriefsMarch 25, 2024
ChinaDaily BriefsIn today’s briefing: : Bargain Valuation, Even if Temu DisappearsTencent Posts Weaker Quarterly Results Amid…
Smartkarma Daily BriefsMarch 24, 2024
ChinaDaily BriefsIn today’s briefing: Ant Group Completes Microloan Business Reshuffle : Prime Beneficiary of Playlet Induced…
Smartkarma Daily BriefsMarch 23, 2024
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Smartkarma Daily BriefsMarch 22, 2024
Daily BriefsJapanIn today’s briefing: Drivers of Corporate Governance Improvement Are the Percentage of Foreign ShareholdingsIntloop (9556)…
Smartkarma Daily BriefsMarch 30, 2024
Daily BriefsJapanIn today’s briefing: Koito Mfg (7276) - New Medium Term Plan, BIG Buyback, Even Bigger…
Smartkarma Daily BriefsMarch 29, 2024
Daily BriefsJapanIn today’s briefing: KDDI Launches Tender To Buy Out Lawson (2651) - Still Far Too…
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Daily BriefsJapanIn today’s briefing: Roland DG (6789 JP): Taiyo Hoping for the Best as Brother Plays…
Smartkarma Daily BriefsMarch 27, 2024
Daily BriefsJapanIn today’s briefing: Japanese Banks – Cash Balances and the BoJ’s Negative Interest Rate Policy…
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Daily BriefsJapanIn today’s briefing: Mar24 Nikkei 225 Rebal: Zozo (3092) And Other ADDs UpdateHogy Medical (3593):…
Smartkarma Daily BriefsMarch 25, 2024
Daily BriefsMacroIn today’s briefing: Hong Kong Dollar Carry Trade and Its Influence on Hong Kong MarketEUR-flation…
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Daily BriefsMacroIn today’s briefing: US Rates: Slowly but Surely, Pushing Back the QT Taper TimelineThailand: Aging…
Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsMacroIn today’s briefing: Positioning Watch – Commodities Are Finally MovingCX Daily: Chinese Pharma Turns to…
Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsMacroIn today’s briefing: The Week Ahead – US Core PCE, Euro Area Flash Inflation and…
Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsMacroIn today’s briefing: A New Era for Japanese Equities? New Highs Without the Valuation Froth…
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Daily BriefsMacroIn today’s briefing: EUR-flation Watch: A major surprise is needed in February EUR-flation Watch: A…
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