In today’s briefing: Nippon Express (9147) Secondary Offering - Banks, Sompo, Others Sell - "2024…
Smartkarma Daily BriefsMarch 4, 2024
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Dow Jones Industrials (INDU) Index Rebalance: Amazon (AMZN) Replaces Walgreen Boots (WBA)FnGuide…
Smartkarma Daily BriefsMarch 3, 2024
Daily BriefsMost ReadIn today’s briefing: Hyosung Corp (004800 KS): Spin-Off & KOSPI200 Index ImplicationsTOPIX "Big April Basket"…
Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsMost ReadIn today’s briefing: JAPAN ACTIVISM: Is Murakami-San Going To Do A PacMetals Rug Pull on…
Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsMost ReadIn today’s briefing: Renesas (6723) - YET ANOTHER Clean-Up Block Trade - This Time Mitsubishi…
Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsMost ReadIn today’s briefing: Toei Animation (4816 JP) - This Offering Could Be Heavy; the NEXT…
Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsEvent-DrivenIn today’s briefing: S&P500 Index Rebalance: SPCY Additions & Large Impact(Mostly) Assia-Pac M&A: Alumina, Superloop,…
Smartkarma Daily BriefsMarch 3, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Currys Rejects Second Elliot ApproachNPN X PRX Discount Update Discounts Widen to…
Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsEvent-DrivenIn today’s briefing: TOPIX "Big April Basket" 2024 Expectations: More High-Conviction Names; Better Trade IdeasClearing…
Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Hong Kong To Scrap All "Spicy Measures" (Property Cooling Measures)Tsuruha (3391) And…
Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Final Flows for Hang Seng, HSCEI, HS Tech on 1 March RebalRakuten's…
Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Tsuruha (3391) And Welcia (3141) - Aeon Tsuruha Stake Buy Followed by…
Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsECMIn today’s briefing: Hyundai Hyms IPO PreviewAPR IPO Valuation AnalysisJ&T Global Express FY23 Earnings Preview…
Smartkarma Daily BriefsJanuary 3, 2024
Daily BriefsECMIn today’s briefing: APR IPO Preview APR IPO PreviewBy Douglas Kim APR is getting ready…
Smartkarma Daily BriefsJanuary 2, 2024
Daily BriefsECMIn today’s briefing: Pre-IPO Concord Healthcare Group (PHIP Updates) - Some Points Worth the Attention…
Smartkarma Daily BriefsDecember 27, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (24th Dec 2023) - Embassy REIT, Muthoot Microfin, India Shelter,…
Smartkarma Daily BriefsDecember 24, 2023
Daily BriefsECMIn today’s briefing: 2024 IPOs Pipeline Worldwide (Top 100 Companies)Midea (000333 CH): Positive Read-Through From…
Smartkarma Daily BriefsDecember 22, 2023
Daily BriefsECMIn today’s briefing: Embassy Office Parks REIT Block - Likely Well Flagged and Overhang Will…
Smartkarma Daily BriefsDecember 21, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Xinyi Glass (868 HK): Resilient FY23 Results; A Nice Dividend Play: AI…
Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Wing Tai Holdings: Privatisation ChatterAEM: Cautious Guidance, but AI Exposure Highlighted and…
Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Beyond the Bubble: A Deep Dive into the Forces Behind the Nikkei…
Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Samsonite (1910 HK) Takeover Interest: Hold on to These Shares: The Commercialization…
Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba (9988 HK): Value Proposition Looks CleanTSMC (2330.TT; TSM.US): Foundry Market Forecast…
Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Taiwan Dual-Listings Monitor: TSMC Post-CNY Spread Persisting; Why UMC Discount Could Flip…
Smartkarma Daily BriefsFebruary 26, 2024
Daily BriefsTMT/InternetIn today’s briefing: TOPIX "Big April Basket" 2024 Expectations: More High-Conviction Names; Better Trade IdeasAEM:…
Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsTMT/InternetIn today’s briefing: Renesas (6723) - YET ANOTHER Clean-Up Block Trade - This Time Mitsubishi…
Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsTMT/InternetIn today’s briefing: Block Deal Sale of 5% Stake In SFA Engineering by Samsung Display:…
Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsTMT/InternetIn today’s briefing: Alibaba (9988 HK): Value Proposition Looks CleanTSMC (2330.TT; TSM.US): Foundry Market Forecast…
Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsTMT/InternetIn today’s briefing: Taiwan Dual-Listings Monitor: TSMC Post-CNY Spread Persisting; Why UMC Discount Could Flip…
Smartkarma Daily BriefsFebruary 26, 2024
Daily BriefsTMT/InternetIn today’s briefing: Intel Snags Altman To Close Foundry Day EventIndex Rebalance & ETF Flow…
Smartkarma Daily BriefsFebruary 25, 2024
ChinaDaily BriefsIn today’s briefing: ESR Group (1821 HK): Evaluating a Potential PrivatisationSTAR100 Index Rebalance: Ten Changes…
Smartkarma Daily BriefsFebruary 26, 2024
ChinaDaily BriefsIn today’s briefing: Index Rebalance & ETF Flow Recap: HSCEI, HSCI, HSTECH, HSIII, STTF, Top50,…
Smartkarma Daily BriefsFebruary 25, 2024
ChinaDaily BriefsIn today’s briefing: Hong Kong/China Finally Bottoming?; Bullish Outlook Intact; DXY Rolling Over; Buys in…
Smartkarma Daily BriefsFebruary 24, 2024
ChinaDaily BriefsIn today’s briefing: Trip.com (9961 HK, TCOM US): 4Q23, Revenue Up by 105%, But Reached…
Smartkarma Daily BriefsFebruary 23, 2024
ChinaDaily BriefsIn today’s briefing: China Traditional Chinese Medicine (570 HK): Sinopharm-Led Pre-Conditional Offer at HK$4.60TCM (570…
Smartkarma Daily BriefsFebruary 22, 2024
ChinaDaily BriefsIn today’s briefing: COSCO Shipping (517 HK) Is Still CheapCIMC (1839 HK): Justification For Unjust…
Smartkarma Daily BriefsFebruary 21, 2024
Daily BriefsJapanIn today’s briefing: Renesas (6723) - YET ANOTHER Clean-Up Block Trade - This Time Mitsubishi…
Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsJapanIn today’s briefing: Toei Animation (4816 JP) - This Offering Could Be Heavy; the NEXT…
Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsJapanIn today’s briefing: Tsuruha (3391) And Welcia (3141) - Aeon Tsuruha Stake Buy Followed by…
Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsJapanIn today’s briefing: Keisei Electric Rail (9009) - A BUYBACK! But It's Likely To Be…
Smartkarma Daily BriefsFebruary 26, 2024
Daily BriefsJapanIn today’s briefing: Last Week in Event SPACE: Outsourcing, Boral, Itoki, CIMC Vehicle, Dissentient Shareholder…
Smartkarma Daily BriefsFebruary 25, 2024
Daily BriefsJapanIn today’s briefing: Sony Corporation: Expansion of smartphone market Sony Corporation: Expansion of smartphone marketBy…
Smartkarma Daily BriefsFebruary 24, 2024
Daily BriefsMacroIn today’s briefing: 44% of Korean Stocks Are Trading Below Book Value - FSC Wants…
Smartkarma Daily BriefsJanuary 18, 2024
Daily BriefsMacroIn today’s briefing: Rising on Geopolitical Tides, Gold Braces for Pressure in 2024Mint Macro Roundup:…
Smartkarma Daily BriefsJanuary 17, 2024
Daily BriefsMacroIn today’s briefing: 2024 High Conviction Idea: The Case for a Rotation Out of Japan…
Smartkarma Daily BriefsJanuary 16, 2024
Daily BriefsMacroIn today’s briefing: Global Liquidity And The US Fed PivotUS Political Backdrop Raises Risks of…
Smartkarma Daily BriefsJanuary 15, 2024
Daily BriefsMacroIn today’s briefing: The Weekly Market Monitor – Chinese Equities Out, Bitcoin In! The Weekly…
Smartkarma Daily BriefsJanuary 14, 2024
Daily BriefsMacroIn today’s briefing: Spot BTC ETFs Attract $4.3 Billion on Day 1 Paving the Way…
Smartkarma Daily BriefsJanuary 13, 2024
Daily BriefsMost ReadIn today’s briefing: Nippon Express (9147) Secondary Offering - Banks, Sompo, Others Sell - "2024…
Smartkarma Daily BriefsMarch 4, 2024
Daily BriefsMost ReadIn today’s briefing: Dow Jones Industrials (INDU) Index Rebalance: Amazon (AMZN) Replaces Walgreen Boots (WBA)FnGuide…
Smartkarma Daily BriefsMarch 3, 2024
Daily BriefsMost ReadIn today’s briefing: Hyosung Corp (004800 KS): Spin-Off & KOSPI200 Index ImplicationsTOPIX "Big April Basket"…
Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsMost ReadIn today’s briefing: JAPAN ACTIVISM: Is Murakami-San Going To Do A PacMetals Rug Pull on…
Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsMost ReadIn today’s briefing: Renesas (6723) - YET ANOTHER Clean-Up Block Trade - This Time Mitsubishi…
Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsMost ReadIn today’s briefing: Toei Animation (4816 JP) - This Offering Could Be Heavy; the NEXT…
Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsEvent-DrivenIn today’s briefing: S&P500 Index Rebalance: SPCY Additions & Large Impact(Mostly) Assia-Pac M&A: Alumina, Superloop,…
Smartkarma Daily BriefsMarch 3, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Currys Rejects Second Elliot ApproachNPN X PRX Discount Update Discounts Widen to…
Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsEvent-DrivenIn today’s briefing: TOPIX "Big April Basket" 2024 Expectations: More High-Conviction Names; Better Trade IdeasClearing…
Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Hong Kong To Scrap All "Spicy Measures" (Property Cooling Measures)Tsuruha (3391) And…
Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Final Flows for Hang Seng, HSCEI, HS Tech on 1 March RebalRakuten's…
Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Tsuruha (3391) And Welcia (3141) - Aeon Tsuruha Stake Buy Followed by…
Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsECMIn today’s briefing: Hyundai Hyms IPO PreviewAPR IPO Valuation AnalysisJ&T Global Express FY23 Earnings Preview…
Smartkarma Daily BriefsJanuary 3, 2024
Daily BriefsECMIn today’s briefing: APR IPO Preview APR IPO PreviewBy Douglas Kim APR is getting ready…
Smartkarma Daily BriefsJanuary 2, 2024
Daily BriefsECMIn today’s briefing: Pre-IPO Concord Healthcare Group (PHIP Updates) - Some Points Worth the Attention…
Smartkarma Daily BriefsDecember 27, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (24th Dec 2023) - Embassy REIT, Muthoot Microfin, India Shelter,…
Smartkarma Daily BriefsDecember 24, 2023
Daily BriefsECMIn today’s briefing: 2024 IPOs Pipeline Worldwide (Top 100 Companies)Midea (000333 CH): Positive Read-Through From…
Smartkarma Daily BriefsDecember 22, 2023
Daily BriefsECMIn today’s briefing: Embassy Office Parks REIT Block - Likely Well Flagged and Overhang Will…
Smartkarma Daily BriefsDecember 21, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Xinyi Glass (868 HK): Resilient FY23 Results; A Nice Dividend Play: AI…
Smartkarma Daily BriefsMarch 2, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Wing Tai Holdings: Privatisation ChatterAEM: Cautious Guidance, but AI Exposure Highlighted and…
Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Beyond the Bubble: A Deep Dive into the Forces Behind the Nikkei…
Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Samsonite (1910 HK) Takeover Interest: Hold on to These Shares: The Commercialization…
Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba (9988 HK): Value Proposition Looks CleanTSMC (2330.TT; TSM.US): Foundry Market Forecast…
Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Taiwan Dual-Listings Monitor: TSMC Post-CNY Spread Persisting; Why UMC Discount Could Flip…
Smartkarma Daily BriefsFebruary 26, 2024
Daily BriefsTMT/InternetIn today’s briefing: TOPIX "Big April Basket" 2024 Expectations: More High-Conviction Names; Better Trade IdeasAEM:…
Smartkarma Daily BriefsMarch 1, 2024
Daily BriefsTMT/InternetIn today’s briefing: Renesas (6723) - YET ANOTHER Clean-Up Block Trade - This Time Mitsubishi…
Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsTMT/InternetIn today’s briefing: Block Deal Sale of 5% Stake In SFA Engineering by Samsung Display:…
Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsTMT/InternetIn today’s briefing: Alibaba (9988 HK): Value Proposition Looks CleanTSMC (2330.TT; TSM.US): Foundry Market Forecast…
Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsTMT/InternetIn today’s briefing: Taiwan Dual-Listings Monitor: TSMC Post-CNY Spread Persisting; Why UMC Discount Could Flip…
Smartkarma Daily BriefsFebruary 26, 2024
Daily BriefsTMT/InternetIn today’s briefing: Intel Snags Altman To Close Foundry Day EventIndex Rebalance & ETF Flow…
Smartkarma Daily BriefsFebruary 25, 2024
ChinaDaily BriefsIn today’s briefing: ESR Group (1821 HK): Evaluating a Potential PrivatisationSTAR100 Index Rebalance: Ten Changes…
Smartkarma Daily BriefsFebruary 26, 2024
ChinaDaily BriefsIn today’s briefing: Index Rebalance & ETF Flow Recap: HSCEI, HSCI, HSTECH, HSIII, STTF, Top50,…
Smartkarma Daily BriefsFebruary 25, 2024
ChinaDaily BriefsIn today’s briefing: Hong Kong/China Finally Bottoming?; Bullish Outlook Intact; DXY Rolling Over; Buys in…
Smartkarma Daily BriefsFebruary 24, 2024
ChinaDaily BriefsIn today’s briefing: Trip.com (9961 HK, TCOM US): 4Q23, Revenue Up by 105%, But Reached…
Smartkarma Daily BriefsFebruary 23, 2024
ChinaDaily BriefsIn today’s briefing: China Traditional Chinese Medicine (570 HK): Sinopharm-Led Pre-Conditional Offer at HK$4.60TCM (570…
Smartkarma Daily BriefsFebruary 22, 2024
ChinaDaily BriefsIn today’s briefing: COSCO Shipping (517 HK) Is Still CheapCIMC (1839 HK): Justification For Unjust…
Smartkarma Daily BriefsFebruary 21, 2024
Daily BriefsJapanIn today’s briefing: Renesas (6723) - YET ANOTHER Clean-Up Block Trade - This Time Mitsubishi…
Smartkarma Daily BriefsFebruary 29, 2024
Daily BriefsJapanIn today’s briefing: Toei Animation (4816 JP) - This Offering Could Be Heavy; the NEXT…
Smartkarma Daily BriefsFebruary 28, 2024
Daily BriefsJapanIn today’s briefing: Tsuruha (3391) And Welcia (3141) - Aeon Tsuruha Stake Buy Followed by…
Smartkarma Daily BriefsFebruary 27, 2024
Daily BriefsJapanIn today’s briefing: Keisei Electric Rail (9009) - A BUYBACK! But It's Likely To Be…
Smartkarma Daily BriefsFebruary 26, 2024
Daily BriefsJapanIn today’s briefing: Last Week in Event SPACE: Outsourcing, Boral, Itoki, CIMC Vehicle, Dissentient Shareholder…
Smartkarma Daily BriefsFebruary 25, 2024
Daily BriefsJapanIn today’s briefing: Sony Corporation: Expansion of smartphone market Sony Corporation: Expansion of smartphone marketBy…
Smartkarma Daily BriefsFebruary 24, 2024
Daily BriefsMacroIn today’s briefing: 44% of Korean Stocks Are Trading Below Book Value - FSC Wants…
Smartkarma Daily BriefsJanuary 18, 2024
Daily BriefsMacroIn today’s briefing: Rising on Geopolitical Tides, Gold Braces for Pressure in 2024Mint Macro Roundup:…
Smartkarma Daily BriefsJanuary 17, 2024
Daily BriefsMacroIn today’s briefing: 2024 High Conviction Idea: The Case for a Rotation Out of Japan…
Smartkarma Daily BriefsJanuary 16, 2024
Daily BriefsMacroIn today’s briefing: Global Liquidity And The US Fed PivotUS Political Backdrop Raises Risks of…
Smartkarma Daily BriefsJanuary 15, 2024
Daily BriefsMacroIn today’s briefing: The Weekly Market Monitor – Chinese Equities Out, Bitcoin In! The Weekly…
Smartkarma Daily BriefsJanuary 14, 2024
Daily BriefsMacroIn today’s briefing: Spot BTC ETFs Attract $4.3 Billion on Day 1 Paving the Way…
Smartkarma Daily BriefsJanuary 13, 2024
