In today’s briefing: MV Global Junior Gold Miners Index Rebalance: Over US$500m to TradeOutsourcing (2427)…
Smartkarma Daily BriefsMarch 16, 2024
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Goodman Group (GMG AU): Positioned for OutperformanceOutsourcing (2427) - The OTHER Arb…
Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsMost ReadIn today’s briefing: Keisei Electric (9009) Share Buyback - Interesting Dynamics & OpportunityRoland DG (6789)…
Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsMost ReadIn today’s briefing: Keisei Electric (9009) Share Buyback - Interesting Dynamics & OpportunityLi Ning (2331…
Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsMost ReadIn today’s briefing: Dai-Nippon Printing (7912) - Whoomp There It Is! Part DeuxWisdomTree Indexes Special…
Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsMost ReadIn today’s briefing: CSI300 Index Rebalance Preview: Potential Adds Outperforming Despite ETF InflowsDai-Nippon Printing (7912)…
Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Outsourcing (2427) - The OTHER Arb - That One Neat Trick And…
Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsEvent-DrivenIn today’s briefing: New Information on Korea Value-Up Index Scoring System & Constituent WeightingRoland DG…
Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Keisei Electric (9009) Share Buyback - Interesting Dynamics & OpportunityLi Ning (2331…
Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Nippon Express (9147 JP) - Buying the OverhangCIMC Vehicles (1839 HK): Min…
Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Dai-Nippon Printing (7912) - Whoomp There It Is! Part DeuxMV US Listed…
Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Index Rebalance & ETF Flow Recap: NKY, ASX, CSI300, A50, STTF, LowVol30,…
Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsECMIn today’s briefing: Amer Sports Pre-IPO - The Negatives - COVID Rebound, Weak MarginsMedi Assist…
Smartkarma Daily BriefsJanuary 16, 2024
Daily BriefsECMIn today’s briefing: Amer Sports IPO: The Fundamentals, and How We See It?Aequitas ASEAN IPOs…
Smartkarma Daily BriefsJanuary 15, 2024
Daily BriefsECMIn today’s briefing: ECM Weekly (14th Jan 2024) - Samsung, Lasertec, Ayala, Indigo, Amer, IPO…
Smartkarma Daily BriefsJanuary 14, 2024
Daily BriefsECMIn today’s briefing: Aequitas 2024 Asia IPO Pipeline - IndiaOla Electric IPO: Negatives Outweigh the…
Smartkarma Daily BriefsJanuary 12, 2024
Daily BriefsECMIn today’s briefing: Samsung Electronics Placement - Somewhat Well Flagged but Could Have Timed It…
Smartkarma Daily BriefsJanuary 11, 2024
Daily BriefsECMIn today’s briefing: Amer Sports IPO: The Bull CaseAyala Corp Placement - While Overhang Will…
Smartkarma Daily BriefsJanuary 10, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Microsoft Chairman & CEO: AI, Chip Shortage, Empathy, and PoetryCathay Pacific –…
Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Li Ning (2331 HK): Update On The Name Given Potential Privatization NewsBYD…
Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Advantest (6857 JP): AI Speculation DiscountedFull Truck Alliance: Strong Q423 Results |…
Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Taiwan Tech Weekly: TSMC Surge Leads Taiwan Stocks Higher; Advanced Chip Packaging…
Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: : Core Business Is Robust While VA Is Expanding FastPC Monitor: Long…
Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Copper Is the New "GOLD": India's Rush for Rare MineralsBaidu Inc.: Are…
Smartkarma Daily BriefsMarch 9, 2024
Daily BriefsTMT/InternetIn today’s briefing: KRX's Official SSF/SSO Reshuffle Results: Trading ConsiderationsIMMR: Emerging Valuation3Q Follow-Up - P-Ban.com…
Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsTMT/InternetIn today’s briefing: PAR Tech Taken To Task Group (TSK AU)GlobalWafer GDRs Early Look -…
Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsTMT/InternetIn today’s briefing: MV US Listed Semiconductor 25 Index Rebalance: Over US$1bn to Sell in…
Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsTMT/InternetIn today’s briefing: : Core Business Is Robust While VA Is Expanding FastPC Monitor: Long…
Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsTMT/InternetIn today’s briefing: Astera Labs IPO Valuation Update: Multiples Appear Rich, Limited Post-IPO UpsideBaidu Inc.:…
Smartkarma Daily BriefsMarch 9, 2024
Daily BriefsTMT/InternetIn today’s briefing: Shinko Electric (6967) - Break/Gap Risk Is Considerably Changed NowQuiddity HSCEI Jun…
Smartkarma Daily BriefsMarch 8, 2024
ChinaDaily BriefsIn today’s briefing: Baidu Inc.: Are Its Investments In Gen AI and LLM Paying Off?…
Smartkarma Daily BriefsMarch 9, 2024
ChinaDaily BriefsIn today’s briefing: JD.com (JD US): Improved Shareholder Return Is KeyChina Vanke: Should Investors Be…
Smartkarma Daily BriefsMarch 8, 2024
ChinaDaily BriefsIn today’s briefing: StubWorld: Troubling Signs For NWD (17 HK)Hua Hong Semiconductor: AI, EV and…
Smartkarma Daily BriefsMarch 7, 2024
ChinaDaily BriefsIn today’s briefing: Tuhu Car Lock-Up Expiry - Would Need Some Selling to Improve Liquidity…
Smartkarma Daily BriefsMarch 6, 2024
ChinaDaily BriefsIn today’s briefing: China Consumption Weekly (4 Mar 2024): Alibaba, Sun Art, Li Auto, Nayuki,…
Smartkarma Daily BriefsMarch 5, 2024
ChinaDaily BriefsIn today’s briefing: HK Connect SOUTHBOUND Flows (To 1 Mar 2024); Continued Big Buys of…
Smartkarma Daily BriefsMarch 4, 2024
Daily BriefsJapanIn today’s briefing: Nippon Express (9147 JP) - Buying the OverhangYaizu Suisankagaku Industry (2812 JP):…
Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsJapanIn today’s briefing: Dai-Nippon Printing (7912) - Whoomp There It Is! Part DeuxMerger Arb Mondays…
Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsJapanIn today’s briefing: Index Rebalance & ETF Flow Recap: NKY, ASX, CSI300, A50, STTF, LowVol30,…
Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsJapanIn today’s briefing: Nippon Express (9147 JP): The Current PlaybookTokyo Electron (8035): Q3 FY03/24 Update3Q…
Smartkarma Daily BriefsMarch 9, 2024
Daily BriefsJapanIn today’s briefing: Oriental Land (4661) Placement by Keisei Rail (9009) Says "That's the Door"Oriental…
Smartkarma Daily BriefsMarch 8, 2024
Daily BriefsJapanIn today’s briefing: Sep24 Nikkei 225 Rebal - 2 ADDs, 2 DELETEs Maybe, but Rebals…
Smartkarma Daily BriefsMarch 7, 2024
Daily BriefsMacroIn today’s briefing: Fed Policy Outlook: Higher for Longer Proves More Durable Than Expected, but…
Smartkarma Daily BriefsFebruary 12, 2024
Daily BriefsMacroIn today’s briefing: Where Are We In the Global Liquidity Cycle?EIA Forecasts Crude Oil Prices…
Smartkarma Daily BriefsFebruary 11, 2024
Daily BriefsMacroIn today’s briefing: MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999The Weekly Market Monitor…
Smartkarma Daily BriefsFebruary 10, 2024
Daily BriefsMacroIn today’s briefing: 2023 4th Qtr Letter to Investors: A Deep Dive into Lithium5 Things…
Smartkarma Daily BriefsFebruary 9, 2024
Daily BriefsMacroIn today’s briefing: The Ultimate Debt Chart: Why Central Banks Hold the Key to Debt…
Smartkarma Daily BriefsFebruary 8, 2024
Daily BriefsMacroIn today’s briefing: Four Important EM Elections in 2024Chinese Equity Markets: Wild Ride, But "Xi…
Smartkarma Daily BriefsFebruary 7, 2024
Daily BriefsMost ReadIn today’s briefing: MV Global Junior Gold Miners Index Rebalance: Over US$500m to TradeOutsourcing (2427)…
Smartkarma Daily BriefsMarch 16, 2024
Daily BriefsMost ReadIn today’s briefing: Goodman Group (GMG AU): Positioned for OutperformanceOutsourcing (2427) - The OTHER Arb…
Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsMost ReadIn today’s briefing: Keisei Electric (9009) Share Buyback - Interesting Dynamics & OpportunityRoland DG (6789)…
Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsMost ReadIn today’s briefing: Keisei Electric (9009) Share Buyback - Interesting Dynamics & OpportunityLi Ning (2331…
Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsMost ReadIn today’s briefing: Dai-Nippon Printing (7912) - Whoomp There It Is! Part DeuxWisdomTree Indexes Special…
Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsMost ReadIn today’s briefing: CSI300 Index Rebalance Preview: Potential Adds Outperforming Despite ETF InflowsDai-Nippon Printing (7912)…
Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Outsourcing (2427) - The OTHER Arb - That One Neat Trick And…
Smartkarma Daily BriefsMarch 15, 2024
Daily BriefsEvent-DrivenIn today’s briefing: New Information on Korea Value-Up Index Scoring System & Constituent WeightingRoland DG…
Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Keisei Electric (9009) Share Buyback - Interesting Dynamics & OpportunityLi Ning (2331…
Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Nippon Express (9147 JP) - Buying the OverhangCIMC Vehicles (1839 HK): Min…
Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Dai-Nippon Printing (7912) - Whoomp There It Is! Part DeuxMV US Listed…
Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Index Rebalance & ETF Flow Recap: NKY, ASX, CSI300, A50, STTF, LowVol30,…
Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsECMIn today’s briefing: Amer Sports Pre-IPO - The Negatives - COVID Rebound, Weak MarginsMedi Assist…
Smartkarma Daily BriefsJanuary 16, 2024
Daily BriefsECMIn today’s briefing: Amer Sports IPO: The Fundamentals, and How We See It?Aequitas ASEAN IPOs…
Smartkarma Daily BriefsJanuary 15, 2024
Daily BriefsECMIn today’s briefing: ECM Weekly (14th Jan 2024) - Samsung, Lasertec, Ayala, Indigo, Amer, IPO…
Smartkarma Daily BriefsJanuary 14, 2024
Daily BriefsECMIn today’s briefing: Aequitas 2024 Asia IPO Pipeline - IndiaOla Electric IPO: Negatives Outweigh the…
Smartkarma Daily BriefsJanuary 12, 2024
Daily BriefsECMIn today’s briefing: Samsung Electronics Placement - Somewhat Well Flagged but Could Have Timed It…
Smartkarma Daily BriefsJanuary 11, 2024
Daily BriefsECMIn today’s briefing: Amer Sports IPO: The Bull CaseAyala Corp Placement - While Overhang Will…
Smartkarma Daily BriefsJanuary 10, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Microsoft Chairman & CEO: AI, Chip Shortage, Empathy, and PoetryCathay Pacific –…
Smartkarma Daily BriefsMarch 14, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Li Ning (2331 HK): Update On The Name Given Potential Privatization NewsBYD…
Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Advantest (6857 JP): AI Speculation DiscountedFull Truck Alliance: Strong Q423 Results |…
Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Taiwan Tech Weekly: TSMC Surge Leads Taiwan Stocks Higher; Advanced Chip Packaging…
Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: : Core Business Is Robust While VA Is Expanding FastPC Monitor: Long…
Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Copper Is the New "GOLD": India's Rush for Rare MineralsBaidu Inc.: Are…
Smartkarma Daily BriefsMarch 9, 2024
Daily BriefsTMT/InternetIn today’s briefing: KRX's Official SSF/SSO Reshuffle Results: Trading ConsiderationsIMMR: Emerging Valuation3Q Follow-Up - P-Ban.com…
Smartkarma Daily BriefsMarch 13, 2024
Daily BriefsTMT/InternetIn today’s briefing: PAR Tech Taken To Task Group (TSK AU)GlobalWafer GDRs Early Look -…
Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsTMT/InternetIn today’s briefing: MV US Listed Semiconductor 25 Index Rebalance: Over US$1bn to Sell in…
Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsTMT/InternetIn today’s briefing: : Core Business Is Robust While VA Is Expanding FastPC Monitor: Long…
Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsTMT/InternetIn today’s briefing: Astera Labs IPO Valuation Update: Multiples Appear Rich, Limited Post-IPO UpsideBaidu Inc.:…
Smartkarma Daily BriefsMarch 9, 2024
Daily BriefsTMT/InternetIn today’s briefing: Shinko Electric (6967) - Break/Gap Risk Is Considerably Changed NowQuiddity HSCEI Jun…
Smartkarma Daily BriefsMarch 8, 2024
ChinaDaily BriefsIn today’s briefing: Baidu Inc.: Are Its Investments In Gen AI and LLM Paying Off?…
Smartkarma Daily BriefsMarch 9, 2024
ChinaDaily BriefsIn today’s briefing: JD.com (JD US): Improved Shareholder Return Is KeyChina Vanke: Should Investors Be…
Smartkarma Daily BriefsMarch 8, 2024
ChinaDaily BriefsIn today’s briefing: StubWorld: Troubling Signs For NWD (17 HK)Hua Hong Semiconductor: AI, EV and…
Smartkarma Daily BriefsMarch 7, 2024
ChinaDaily BriefsIn today’s briefing: Tuhu Car Lock-Up Expiry - Would Need Some Selling to Improve Liquidity…
Smartkarma Daily BriefsMarch 6, 2024
ChinaDaily BriefsIn today’s briefing: China Consumption Weekly (4 Mar 2024): Alibaba, Sun Art, Li Auto, Nayuki,…
Smartkarma Daily BriefsMarch 5, 2024
ChinaDaily BriefsIn today’s briefing: HK Connect SOUTHBOUND Flows (To 1 Mar 2024); Continued Big Buys of…
Smartkarma Daily BriefsMarch 4, 2024
Daily BriefsJapanIn today’s briefing: Nippon Express (9147 JP) - Buying the OverhangYaizu Suisankagaku Industry (2812 JP):…
Smartkarma Daily BriefsMarch 12, 2024
Daily BriefsJapanIn today’s briefing: Dai-Nippon Printing (7912) - Whoomp There It Is! Part DeuxMerger Arb Mondays…
Smartkarma Daily BriefsMarch 11, 2024
Daily BriefsJapanIn today’s briefing: Index Rebalance & ETF Flow Recap: NKY, ASX, CSI300, A50, STTF, LowVol30,…
Smartkarma Daily BriefsMarch 10, 2024
Daily BriefsJapanIn today’s briefing: Nippon Express (9147 JP): The Current PlaybookTokyo Electron (8035): Q3 FY03/24 Update3Q…
Smartkarma Daily BriefsMarch 9, 2024
Daily BriefsJapanIn today’s briefing: Oriental Land (4661) Placement by Keisei Rail (9009) Says "That's the Door"Oriental…
Smartkarma Daily BriefsMarch 8, 2024
Daily BriefsJapanIn today’s briefing: Sep24 Nikkei 225 Rebal - 2 ADDs, 2 DELETEs Maybe, but Rebals…
Smartkarma Daily BriefsMarch 7, 2024
Daily BriefsMacroIn today’s briefing: Fed Policy Outlook: Higher for Longer Proves More Durable Than Expected, but…
Smartkarma Daily BriefsFebruary 12, 2024
Daily BriefsMacroIn today’s briefing: Where Are We In the Global Liquidity Cycle?EIA Forecasts Crude Oil Prices…
Smartkarma Daily BriefsFebruary 11, 2024
Daily BriefsMacroIn today’s briefing: MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999The Weekly Market Monitor…
Smartkarma Daily BriefsFebruary 10, 2024
Daily BriefsMacroIn today’s briefing: 2023 4th Qtr Letter to Investors: A Deep Dive into Lithium5 Things…
Smartkarma Daily BriefsFebruary 9, 2024
Daily BriefsMacroIn today’s briefing: The Ultimate Debt Chart: Why Central Banks Hold the Key to Debt…
Smartkarma Daily BriefsFebruary 8, 2024
Daily BriefsMacroIn today’s briefing: Four Important EM Elections in 2024Chinese Equity Markets: Wild Ride, But "Xi…
Smartkarma Daily BriefsFebruary 7, 2024
