In today’s briefing: Senko Group (9069 JP) Offering - Banks and Insurers Unwinding Cross-Holdings in…
Smartkarma Daily BriefsFebruary 21, 2024
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: FSA Urges Japan Non-Life Insurers to Eliminate Cross-Holdings - Sales ComingHSCI Index…
Smartkarma Daily BriefsFebruary 20, 2024
Daily BriefsMost ReadIn today’s briefing: FSA Urges Japan Non-Life Insurers to Eliminate Cross-Holdings - Sales ComingHSCI Index…
Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsMost ReadIn today’s briefing: Index Rebalance & ETF Flow Recap: N225, ASX, STAR50, NIFTY50, KRX New…
Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsMost ReadIn today’s briefing: Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for MarchOutsourcing (2427) MBO…
Smartkarma Daily BriefsFebruary 17, 2024
Daily BriefsMost ReadIn today’s briefing: Thai Beverage (THBEV SP): Cheaper than Peers with an Upcoming CatalystToei Animation…
Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Outsourcing (2427 JP) - Earnings Out, With a Bigger Impairment, But Not…
Smartkarma Daily BriefsFebruary 20, 2024
Daily BriefsEvent-DrivenIn today’s briefing: HSCI Index Rebalance: 25 Adds, 29 Deletes & Changes to Southbound Stock…
Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Hang Seng Index (HSI) Rebalance: Idling at 82 Members; 100 Members in…
Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Emerging Korean Investment Theme: Potential Corporate Defense Mechanisms for Share CancellationsStubWorld: Union…
Smartkarma Daily BriefsFebruary 17, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Renesas' Transformative Offer For AltiumOutsourcing (2427) MBO Situation - Checking, and Thinking,…
Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Outsourcing (2427) - Earnings Delay Causes ConsternationJSR (4185) - Updated Information in…
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Daily BriefsECMIn today’s briefing: Denso (6902 JP): The Current PlaybookREPT BATTERO IPO Preview and Valuation Analysis:…
Smartkarma Daily BriefsDecember 13, 2023
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Smartkarma Daily BriefsDecember 12, 2023
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Smartkarma Daily BriefsDecember 11, 2023
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Smartkarma Daily BriefsDecember 10, 2023
Daily BriefsECMIn today’s briefing: Kasumigaseki Capital (3498 JP) - An Offering Worth ExaminingREPT BATTERO Energy IPO…
Smartkarma Daily BriefsDecember 9, 2023
Daily BriefsECMIn today’s briefing: 2024 Major IPOs Pipeline in KoreaIRCON Placement - Opportunistic Monetisation of a…
Smartkarma Daily BriefsDecember 8, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Shiseido (4911 JP): Japan On Track While China Was WeakCitic Limited -…
Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Renesas (6723 JP): Two More Strategic AcquisitionsAsian Dividend Gems: Acter CoUnveiling the…
Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: : What It Takes for Us to Be More Positive on BABA?Trend…
Smartkarma Daily BriefsFebruary 17, 2024
Daily BriefsEquity Bottom-UpDaily Brief Equity Bottom-Up: Itoki (7972) Mammoth Buyback Coming Imminently After 35% Jump and more
In today’s briefing: Itoki (7972) Mammoth Buyback Coming Imminently After 35% JumpIntel: Cyclical Recovery or…
Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Freee: New Invoicing System Helps Onboard Corporate Clients Though Losses WidenStylam Industries…
Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Tod's: Another Cheap Shot at Privatization After Failed Attempt in 2022Douzone Bizon:…
Smartkarma Daily BriefsFebruary 14, 2024
Daily BriefsTMT/InternetIn today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Altium, Ansarada, Roland DG, Welbe, Orecorp,…
Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsTMT/InternetIn today’s briefing: : What It Takes for Us to Be More Positive on BABA?Trend…
Smartkarma Daily BriefsFebruary 17, 2024
Daily BriefsTMT/InternetIn today’s briefing: Renesas' Transformative Offer For AltiumSector ETF Rebalancing with Remarkable Price Impact History:…
Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsTMT/InternetIn today’s briefing: Renesas (6723 JP) To Acquire Altium (ALU AU) In a A$9.1bn DealFreee:…
Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsTMT/InternetIn today’s briefing: Ansarada Enters Scheme With DatasiteZhejiang Taimei Medical Technology Pre-IPO TearsheetDouzone Bizon: A…
Smartkarma Daily BriefsFebruary 14, 2024
Daily BriefsTMT/InternetIn today’s briefing: Softbank (9984 JP): Relying on Arm Strength and JPY WeaknessA/H Premium Tracker…
Smartkarma Daily BriefsFebruary 13, 2024
ChinaDaily BriefsIn today’s briefing: Zhejiang Taimei Medical Technology Pre-IPO TearsheetI-Mab to Divest Chinese Assets and Business…
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ChinaDaily BriefsIn today’s briefing: Mainland Connect NORTHBOUND Flows (To 9 Feb 2024): Decent Net Momo Buying,…
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Smartkarma Daily BriefsFebruary 10, 2024
ChinaDaily BriefsIn today’s briefing: China ETF Inflows & Impact: Concentrated, Then Diversified; Central Huijin Steps UpTCM…
Smartkarma Daily BriefsFebruary 9, 2024
ChinaDaily BriefsIn today’s briefing: Alibaba (9988 HK): 3Q24, Unimpressive as Expected, But Turning Focus from Margin…
Smartkarma Daily BriefsFebruary 8, 2024
Daily BriefsJapanDaily Brief Japan: Trend Micro Inc, Daiichi Kigenso Kagaku Kogyo, Kintetsu Department Store and more
In today’s briefing: Trend Micro (4704) - In-Line Announcement Causes Selloff - Hopium Meets ReasonDaiichi…
Smartkarma Daily BriefsFebruary 17, 2024
Daily BriefsJapanIn today’s briefing: Outsourcing (2427) MBO Situation - Checking, and Thinking, and Noodling, and SpeculatingItoki…
Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsJapanIn today’s briefing: Outsourcing (2427) - Earnings Delay Causes ConsternationToei Animation (4816) - Shareholder Selldown…
Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsJapanIn today’s briefing: Shareholder Proposals Likely a Focus at 2024 AGM Are ROE, P/B, and…
Smartkarma Daily BriefsFebruary 14, 2024
Daily BriefsJapanIn today’s briefing: Softbank (9984 JP): Relying on Arm Strength and JPY WeaknessRecruit: HR Tech…
Smartkarma Daily BriefsFebruary 13, 2024
Daily BriefsJapanIn today’s briefing: Roland DG (6789) - Tender Offer by Taiyo Partners - Nice Premium…
Smartkarma Daily BriefsFebruary 12, 2024
Daily BriefsMacroIn today’s briefing: Suez Watch: Massively Rising Container Freight Rates, While Dry Bulk, LNG and…
Smartkarma Daily BriefsJanuary 5, 2024
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Daily BriefsMacroIn today’s briefing: Charting Beyond the Near-Term Fed PauseCommodities Going Into 2024 & Our Biggest…
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Daily BriefsMost ReadIn today’s briefing: Senko Group (9069 JP) Offering - Banks and Insurers Unwinding Cross-Holdings in…
Smartkarma Daily BriefsFebruary 21, 2024
Daily BriefsMost ReadIn today’s briefing: FSA Urges Japan Non-Life Insurers to Eliminate Cross-Holdings - Sales ComingHSCI Index…
Smartkarma Daily BriefsFebruary 20, 2024
Daily BriefsMost ReadIn today’s briefing: FSA Urges Japan Non-Life Insurers to Eliminate Cross-Holdings - Sales ComingHSCI Index…
Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsMost ReadIn today’s briefing: Index Rebalance & ETF Flow Recap: N225, ASX, STAR50, NIFTY50, KRX New…
Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsMost ReadIn today’s briefing: Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for MarchOutsourcing (2427) MBO…
Smartkarma Daily BriefsFebruary 17, 2024
Daily BriefsMost ReadIn today’s briefing: Thai Beverage (THBEV SP): Cheaper than Peers with an Upcoming CatalystToei Animation…
Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Outsourcing (2427 JP) - Earnings Out, With a Bigger Impairment, But Not…
Smartkarma Daily BriefsFebruary 20, 2024
Daily BriefsEvent-DrivenIn today’s briefing: HSCI Index Rebalance: 25 Adds, 29 Deletes & Changes to Southbound Stock…
Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Hang Seng Index (HSI) Rebalance: Idling at 82 Members; 100 Members in…
Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Emerging Korean Investment Theme: Potential Corporate Defense Mechanisms for Share CancellationsStubWorld: Union…
Smartkarma Daily BriefsFebruary 17, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Renesas' Transformative Offer For AltiumOutsourcing (2427) MBO Situation - Checking, and Thinking,…
Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Outsourcing (2427) - Earnings Delay Causes ConsternationJSR (4185) - Updated Information in…
Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsECMIn today’s briefing: Denso (6902 JP): The Current PlaybookREPT BATTERO IPO Preview and Valuation Analysis:…
Smartkarma Daily BriefsDecember 13, 2023
Daily BriefsECMIn today’s briefing: Rept Battero IPO: Valuation InsightsDOMS Industries Ltd IPO- Forensic AnalysisMankind Pharma Placement…
Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsECMIn today’s briefing: SHEIN Versus Amazon: Our Online Shopping Adventure In Pursuit Of Ultra-Cheap Holiday…
Smartkarma Daily BriefsDecember 11, 2023
Daily BriefsECMIn today’s briefing: Rept Battero IPO: The Bear CaseRecap of Our IPO Research in 2023ECM…
Smartkarma Daily BriefsDecember 10, 2023
Daily BriefsECMIn today’s briefing: Kasumigaseki Capital (3498 JP) - An Offering Worth ExaminingREPT BATTERO Energy IPO…
Smartkarma Daily BriefsDecember 9, 2023
Daily BriefsECMIn today’s briefing: 2024 Major IPOs Pipeline in KoreaIRCON Placement - Opportunistic Monetisation of a…
Smartkarma Daily BriefsDecember 8, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Shiseido (4911 JP): Japan On Track While China Was WeakCitic Limited -…
Smartkarma Daily BriefsFebruary 19, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Renesas (6723 JP): Two More Strategic AcquisitionsAsian Dividend Gems: Acter CoUnveiling the…
Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: : What It Takes for Us to Be More Positive on BABA?Trend…
Smartkarma Daily BriefsFebruary 17, 2024
Daily BriefsEquity Bottom-UpDaily Brief Equity Bottom-Up: Itoki (7972) Mammoth Buyback Coming Imminently After 35% Jump and more
In today’s briefing: Itoki (7972) Mammoth Buyback Coming Imminently After 35% JumpIntel: Cyclical Recovery or…
Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Freee: New Invoicing System Helps Onboard Corporate Clients Though Losses WidenStylam Industries…
Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Tod's: Another Cheap Shot at Privatization After Failed Attempt in 2022Douzone Bizon:…
Smartkarma Daily BriefsFebruary 14, 2024
Daily BriefsTMT/InternetIn today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Altium, Ansarada, Roland DG, Welbe, Orecorp,…
Smartkarma Daily BriefsFebruary 18, 2024
Daily BriefsTMT/InternetIn today’s briefing: : What It Takes for Us to Be More Positive on BABA?Trend…
Smartkarma Daily BriefsFebruary 17, 2024
Daily BriefsTMT/InternetIn today’s briefing: Renesas' Transformative Offer For AltiumSector ETF Rebalancing with Remarkable Price Impact History:…
Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsTMT/InternetIn today’s briefing: Renesas (6723 JP) To Acquire Altium (ALU AU) In a A$9.1bn DealFreee:…
Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsTMT/InternetIn today’s briefing: Ansarada Enters Scheme With DatasiteZhejiang Taimei Medical Technology Pre-IPO TearsheetDouzone Bizon: A…
Smartkarma Daily BriefsFebruary 14, 2024
Daily BriefsTMT/InternetIn today’s briefing: Softbank (9984 JP): Relying on Arm Strength and JPY WeaknessA/H Premium Tracker…
Smartkarma Daily BriefsFebruary 13, 2024
ChinaDaily BriefsIn today’s briefing: Zhejiang Taimei Medical Technology Pre-IPO TearsheetI-Mab to Divest Chinese Assets and Business…
Smartkarma Daily BriefsFebruary 14, 2024
ChinaDaily BriefsIn today’s briefing: Mainland Connect NORTHBOUND Flows (To 9 Feb 2024): Decent Net Momo Buying,…
Smartkarma Daily BriefsFebruary 13, 2024
ChinaDaily BriefsIn today’s briefing: China Semi Foundry: Fierce Competition & Sluggish Rebound In Year Of The…
Smartkarma Daily BriefsFebruary 11, 2024
ChinaDaily BriefsIn today’s briefing: Taste Gourmet Q3 2024: Good Performance Cruise Into Q4 with CatalystsCathay Pacific…
Smartkarma Daily BriefsFebruary 10, 2024
ChinaDaily BriefsIn today’s briefing: China ETF Inflows & Impact: Concentrated, Then Diversified; Central Huijin Steps UpTCM…
Smartkarma Daily BriefsFebruary 9, 2024
ChinaDaily BriefsIn today’s briefing: Alibaba (9988 HK): 3Q24, Unimpressive as Expected, But Turning Focus from Margin…
Smartkarma Daily BriefsFebruary 8, 2024
Daily BriefsJapanDaily Brief Japan: Trend Micro Inc, Daiichi Kigenso Kagaku Kogyo, Kintetsu Department Store and more
In today’s briefing: Trend Micro (4704) - In-Line Announcement Causes Selloff - Hopium Meets ReasonDaiichi…
Smartkarma Daily BriefsFebruary 17, 2024
Daily BriefsJapanIn today’s briefing: Outsourcing (2427) MBO Situation - Checking, and Thinking, and Noodling, and SpeculatingItoki…
Smartkarma Daily BriefsFebruary 16, 2024
Daily BriefsJapanIn today’s briefing: Outsourcing (2427) - Earnings Delay Causes ConsternationToei Animation (4816) - Shareholder Selldown…
Smartkarma Daily BriefsFebruary 15, 2024
Daily BriefsJapanIn today’s briefing: Shareholder Proposals Likely a Focus at 2024 AGM Are ROE, P/B, and…
Smartkarma Daily BriefsFebruary 14, 2024
Daily BriefsJapanIn today’s briefing: Softbank (9984 JP): Relying on Arm Strength and JPY WeaknessRecruit: HR Tech…
Smartkarma Daily BriefsFebruary 13, 2024
Daily BriefsJapanIn today’s briefing: Roland DG (6789) - Tender Offer by Taiyo Partners - Nice Premium…
Smartkarma Daily BriefsFebruary 12, 2024
Daily BriefsMacroIn today’s briefing: Suez Watch: Massively Rising Container Freight Rates, While Dry Bulk, LNG and…
Smartkarma Daily BriefsJanuary 5, 2024
Daily BriefsMacroIn today’s briefing: 5 Things We Watch – Freight Rates, Positioning, Liquidity, EUR-flation, GrowthCX Daily:…
Smartkarma Daily BriefsJanuary 4, 2024
Daily BriefsMacroIn today’s briefing: Charting Beyond the Near-Term Fed PauseCommodities Going Into 2024 & Our Biggest…
Smartkarma Daily BriefsJanuary 3, 2024
Daily BriefsMacroIn today’s briefing: Energy Cable #51: Tensions Increasing Fast in the Red SeaWhat the Politics…
Smartkarma Daily BriefsJanuary 2, 2024
Daily BriefsMacroIn today’s briefing: China Property And The Demand For Commodities PuzzleSaudi Arabia Special Report: A…
Smartkarma Daily BriefsJanuary 1, 2024
Daily BriefsMacroIn today’s briefing: Part Four: The Sharply Slowing UK EconomyChina Property: 2023 In Word Frequency…
Smartkarma Daily BriefsDecember 31, 2023
