In today’s briefing: Allkem/Livent (AKE AU | LTHM US) Merger Update: MUCH More Than Meets…
Smartkarma Daily BriefsDecember 15, 2023
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Denso Corp (6902 JP): Potential US$4.6bn Placement & Limited Passive BuyingJIC Consortium…
Smartkarma Daily BriefsDecember 14, 2023
Daily BriefsMost ReadIn today’s briefing: Denso Corp Placement - Quick Update - In Better Shape Now, Size…
Smartkarma Daily BriefsDecember 13, 2023
Daily BriefsMost ReadIn today’s briefing: New Benefit One Deal Recalculated, More Benefit for All, Less for OneBain…
Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsMost ReadIn today’s briefing: New Benefit One Deal Recalculated, More Benefit for All, Less for OneBenefit…
Smartkarma Daily BriefsDecember 11, 2023
Daily BriefsMost ReadIn today’s briefing: Dai-Ichi Life (8750) Proposes a Full Takeover of Benefit One (2412), Overbidding…
Smartkarma Daily BriefsDecember 10, 2023
Daily BriefsEvent-DrivenIn today’s briefing: March 2024 Nikkei 225 Rebal - Socionext, Disco, and a Consumer Goods…
Smartkarma Daily BriefsDecember 4, 2023
Daily BriefsEvent-DrivenIn today’s briefing: S&P500 Index Rebalance: Calling an UBERJapan Activism: Japan Catalyst Fund Calls Out…
Smartkarma Daily BriefsDecember 3, 2023
Daily BriefsEvent-DrivenIn today’s briefing: HK CEO & Director Dealings (1 Dec 2023): Kwoks Still Buying SHK;…
Smartkarma Daily BriefsDecember 2, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Itoen Pref (25935 JP) - Big Discount, Big Buyback, No Big Governance…
Smartkarma Daily BriefsDecember 1, 2023
Daily BriefsEvent-DrivenDaily Brief Event-Driven: StubWorld: Toyota Group To Sell 10% of Denso; Adelson Selling LVS and more
In today’s briefing: StubWorld: Toyota Group To Sell 10% of Denso; Adelson Selling LVSSpread Trade…
Smartkarma Daily BriefsNovember 30, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Denso Corp Placement - Possible Placement by Toyota to Raise US$4.7bnDenso Corp…
Smartkarma Daily BriefsNovember 29, 2023
ECMSmartkarma NewswireUpcoming APAC Transactions: CompanyCountryIndustryDescriptionBookrunnersASK AutomotiveThe New Delhi-based supplier to motorcycle makers has sought the Indian…
Smartkarma NewswireOctober 2, 2023
Daily BriefsECMIn today’s briefing: Kokusai Electric IPO: The Bear CaseWeekly Deals Digest (01 Oct) - Cainiao,…
Smartkarma Daily BriefsOctober 2, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (1st Oct 2023) - Cainiao, J&T, Kokusai, Seoul Guarantee, Ecopro,…
Smartkarma Daily BriefsOctober 1, 2023
Daily BriefsECMIn today’s briefing: Shiyue Daotian IPO - PHIP Updates & Quick Thoughts on ValuationEcoeye IPO…
Smartkarma Daily BriefsSeptember 30, 2023
Daily BriefsECMIn today’s briefing: Passive Flow Schedule Driven by Local Sector ETFs for Ecopro MaterialsEcopro Materials…
Smartkarma Daily BriefsSeptember 29, 2023
Daily BriefsECMIn today’s briefing: Kokusai Electric IPO – Don’t Worry, This’ll Be Fine TooCainiao Pre-IPO -…
Smartkarma Daily BriefsSeptember 28, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Shortlist Of 2024 High Conviction Ideas: Income, Value, and Margin of Safety:…
Smartkarma Daily BriefsDecember 6, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Fenbi (2469 HK): Beneficiary Of A Weak Job Market In ChinaChina Consumption…
Smartkarma Daily BriefsDecember 5, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Pair Trade: Want Want (151 HK) And Mengniu (2319 HK)Fu Shou Yuan…
Smartkarma Daily BriefsDecember 4, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: 2024 High Conviction: China Tourism Group (601888 CH, BUY, TP:CNY106): See the…
Smartkarma Daily BriefsDecember 3, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: 2024 High Conviction - BEN - Almost All Mortgages | NPLs in…
Smartkarma Daily BriefsDecember 2, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Denso – Thoughts On The Cross-Holdings Sell-DownBYD (1211 HK) | Takeaways from…
Smartkarma Daily BriefsDecember 1, 2023
Daily BriefsTMT/InternetIn today’s briefing: JIC Deal For Shinko Electric Is LIGHT, and There's Room To Complain,…
Smartkarma Daily BriefsDecember 14, 2023
Daily BriefsTMT/InternetIn today’s briefing: JIC Consortium Possibly In Line to Win Shinko At "¥800bn", Which Makes…
Smartkarma Daily BriefsDecember 13, 2023
Daily BriefsTMT/InternetIn today’s briefing: Softbank (9984 JP): Adding a Strengthening JPY to the MixHollysys (HOLI US):…
Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsTMT/InternetIn today’s briefing: MVIS US Listed Semiconductor 25 Index Rebalance: TSMC Is the Big SellEQD…
Smartkarma Daily BriefsDecember 11, 2023
Daily BriefsTMT/InternetIn today’s briefing: Index Rebalance & ETF Flow Recap: NKY, TW Div+, ASX200, NZX50, Mom30,…
Smartkarma Daily BriefsDecember 10, 2023
Daily BriefsTMT/InternetIn today’s briefing: Cerebras. G42 Deal Is A Life Saver. Or Is It?MGI - Media…
Smartkarma Daily BriefsDecember 9, 2023
ChinaDaily BriefsIn today’s briefing: REPT BATTERO Energy IPO - Fastest Growth, Lowest Margins, No Valuation DiscountWeekly…
Smartkarma Daily BriefsDecember 9, 2023
ChinaDaily BriefsIn today’s briefing: Smartkarma Corporate Webinar | Kuaishou: A Leading Short Video Platform & Content…
Smartkarma Daily BriefsDecember 8, 2023
ChinaDaily BriefsIn today’s briefing: Swire (19 HK / 87 HK) Announces NEW, Bigger, Better Buyback2024 High…
Smartkarma Daily BriefsDecember 7, 2023
ChinaDaily BriefsIn today’s briefing: Shortlist Of 2024 High Conviction Ideas: Income, Value, and Margin of SafetyDissenters…
Smartkarma Daily BriefsDecember 6, 2023
ChinaDaily BriefsIn today’s briefing: Weiqiao Textile (2698 HK): Pre-Conditional Privatisation Offer at HK$3.50A/H Premium Tracker (To…
Smartkarma Daily BriefsDecember 5, 2023
ChinaDaily BriefsIn today’s briefing: Pair Trade: Want Want (151 HK) And Mengniu (2319 HK)Fu Shou Yuan…
Smartkarma Daily BriefsDecember 4, 2023
Daily BriefsJapanIn today’s briefing: Benefit One (2412): M3 Extends For a Full MonthJIC Consortium Possibly In…
Smartkarma Daily BriefsDecember 13, 2023
Daily BriefsJapanIn today’s briefing: Denso Corp Placement - Quick Update - In Better Shape Now, Size…
Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsJapanIn today’s briefing: Outsourcing (2427 JP): Bain-Backed Preconditional MBO Tender Offer at JPY1,755TOPIX Inclusions: Who…
Smartkarma Daily BriefsDecember 11, 2023
Daily BriefsJapanIn today’s briefing: Benefit One (2412 JP): Thoughts on the Potential Minority Offer PriceLast Week…
Smartkarma Daily BriefsDecember 10, 2023
Daily BriefsJapanIn today’s briefing: New Benefit One Deal Recalculated, More Benefit for All, Less for OnePasona…
Smartkarma Daily BriefsDecember 9, 2023
Daily BriefsJapanIn today’s briefing: Dai-Ichi Life (8750) Proposes a Full Takeover of Benefit One (2412), Overbidding…
Smartkarma Daily BriefsDecember 8, 2023
Daily BriefsMacroIn today’s briefing: The Global Liquidity CycleOut of the Box: Central banks are insolvent. How…
Smartkarma Daily BriefsOctober 27, 2023
Daily BriefsMacroIn today’s briefing: China Stimulus Update – Centralization of Debt Still Means MORE Debt!CX Daily:…
Smartkarma Daily BriefsOctober 26, 2023
Daily BriefsMacroIn today’s briefing: Seeking Shelter in Gold on Rising Geopolitical RisksGreat Game – Calm Before…
Smartkarma Daily BriefsOctober 25, 2023
Daily BriefsMacroIn today’s briefing: Steno Signals #70 – 10 charts you NEED to monitor in global…
Smartkarma Daily BriefsOctober 24, 2023
Daily BriefsMacroIn today’s briefing: Central Bank Watch: The Fed has gone from QE to QT to…
Smartkarma Daily BriefsOctober 23, 2023
Daily BriefsMacroIn today’s briefing: ‘The End of China’ Narrative Is Completely Wrong: Think Liquidity, Think CycleCX…
Smartkarma Daily BriefsOctober 21, 2023
Daily BriefsMost ReadIn today’s briefing: Allkem/Livent (AKE AU | LTHM US) Merger Update: MUCH More Than Meets…
Smartkarma Daily BriefsDecember 15, 2023
Daily BriefsMost ReadIn today’s briefing: Denso Corp (6902 JP): Potential US$4.6bn Placement & Limited Passive BuyingJIC Consortium…
Smartkarma Daily BriefsDecember 14, 2023
Daily BriefsMost ReadIn today’s briefing: Denso Corp Placement - Quick Update - In Better Shape Now, Size…
Smartkarma Daily BriefsDecember 13, 2023
Daily BriefsMost ReadIn today’s briefing: New Benefit One Deal Recalculated, More Benefit for All, Less for OneBain…
Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsMost ReadIn today’s briefing: New Benefit One Deal Recalculated, More Benefit for All, Less for OneBenefit…
Smartkarma Daily BriefsDecember 11, 2023
Daily BriefsMost ReadIn today’s briefing: Dai-Ichi Life (8750) Proposes a Full Takeover of Benefit One (2412), Overbidding…
Smartkarma Daily BriefsDecember 10, 2023
Daily BriefsEvent-DrivenIn today’s briefing: March 2024 Nikkei 225 Rebal - Socionext, Disco, and a Consumer Goods…
Smartkarma Daily BriefsDecember 4, 2023
Daily BriefsEvent-DrivenIn today’s briefing: S&P500 Index Rebalance: Calling an UBERJapan Activism: Japan Catalyst Fund Calls Out…
Smartkarma Daily BriefsDecember 3, 2023
Daily BriefsEvent-DrivenIn today’s briefing: HK CEO & Director Dealings (1 Dec 2023): Kwoks Still Buying SHK;…
Smartkarma Daily BriefsDecember 2, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Itoen Pref (25935 JP) - Big Discount, Big Buyback, No Big Governance…
Smartkarma Daily BriefsDecember 1, 2023
Daily BriefsEvent-DrivenDaily Brief Event-Driven: StubWorld: Toyota Group To Sell 10% of Denso; Adelson Selling LVS and more
In today’s briefing: StubWorld: Toyota Group To Sell 10% of Denso; Adelson Selling LVSSpread Trade…
Smartkarma Daily BriefsNovember 30, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Denso Corp Placement - Possible Placement by Toyota to Raise US$4.7bnDenso Corp…
Smartkarma Daily BriefsNovember 29, 2023
ECMSmartkarma NewswireUpcoming APAC Transactions: CompanyCountryIndustryDescriptionBookrunnersASK AutomotiveThe New Delhi-based supplier to motorcycle makers has sought the Indian…
Smartkarma NewswireOctober 2, 2023
Daily BriefsECMIn today’s briefing: Kokusai Electric IPO: The Bear CaseWeekly Deals Digest (01 Oct) - Cainiao,…
Smartkarma Daily BriefsOctober 2, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (1st Oct 2023) - Cainiao, J&T, Kokusai, Seoul Guarantee, Ecopro,…
Smartkarma Daily BriefsOctober 1, 2023
Daily BriefsECMIn today’s briefing: Shiyue Daotian IPO - PHIP Updates & Quick Thoughts on ValuationEcoeye IPO…
Smartkarma Daily BriefsSeptember 30, 2023
Daily BriefsECMIn today’s briefing: Passive Flow Schedule Driven by Local Sector ETFs for Ecopro MaterialsEcopro Materials…
Smartkarma Daily BriefsSeptember 29, 2023
Daily BriefsECMIn today’s briefing: Kokusai Electric IPO – Don’t Worry, This’ll Be Fine TooCainiao Pre-IPO -…
Smartkarma Daily BriefsSeptember 28, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Shortlist Of 2024 High Conviction Ideas: Income, Value, and Margin of Safety:…
Smartkarma Daily BriefsDecember 6, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Fenbi (2469 HK): Beneficiary Of A Weak Job Market In ChinaChina Consumption…
Smartkarma Daily BriefsDecember 5, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Pair Trade: Want Want (151 HK) And Mengniu (2319 HK)Fu Shou Yuan…
Smartkarma Daily BriefsDecember 4, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: 2024 High Conviction: China Tourism Group (601888 CH, BUY, TP:CNY106): See the…
Smartkarma Daily BriefsDecember 3, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: 2024 High Conviction - BEN - Almost All Mortgages | NPLs in…
Smartkarma Daily BriefsDecember 2, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Denso – Thoughts On The Cross-Holdings Sell-DownBYD (1211 HK) | Takeaways from…
Smartkarma Daily BriefsDecember 1, 2023
Daily BriefsTMT/InternetIn today’s briefing: JIC Deal For Shinko Electric Is LIGHT, and There's Room To Complain,…
Smartkarma Daily BriefsDecember 14, 2023
Daily BriefsTMT/InternetIn today’s briefing: JIC Consortium Possibly In Line to Win Shinko At "¥800bn", Which Makes…
Smartkarma Daily BriefsDecember 13, 2023
Daily BriefsTMT/InternetIn today’s briefing: Softbank (9984 JP): Adding a Strengthening JPY to the MixHollysys (HOLI US):…
Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsTMT/InternetIn today’s briefing: MVIS US Listed Semiconductor 25 Index Rebalance: TSMC Is the Big SellEQD…
Smartkarma Daily BriefsDecember 11, 2023
Daily BriefsTMT/InternetIn today’s briefing: Index Rebalance & ETF Flow Recap: NKY, TW Div+, ASX200, NZX50, Mom30,…
Smartkarma Daily BriefsDecember 10, 2023
Daily BriefsTMT/InternetIn today’s briefing: Cerebras. G42 Deal Is A Life Saver. Or Is It?MGI - Media…
Smartkarma Daily BriefsDecember 9, 2023
ChinaDaily BriefsIn today’s briefing: REPT BATTERO Energy IPO - Fastest Growth, Lowest Margins, No Valuation DiscountWeekly…
Smartkarma Daily BriefsDecember 9, 2023
ChinaDaily BriefsIn today’s briefing: Smartkarma Corporate Webinar | Kuaishou: A Leading Short Video Platform & Content…
Smartkarma Daily BriefsDecember 8, 2023
ChinaDaily BriefsIn today’s briefing: Swire (19 HK / 87 HK) Announces NEW, Bigger, Better Buyback2024 High…
Smartkarma Daily BriefsDecember 7, 2023
ChinaDaily BriefsIn today’s briefing: Shortlist Of 2024 High Conviction Ideas: Income, Value, and Margin of SafetyDissenters…
Smartkarma Daily BriefsDecember 6, 2023
ChinaDaily BriefsIn today’s briefing: Weiqiao Textile (2698 HK): Pre-Conditional Privatisation Offer at HK$3.50A/H Premium Tracker (To…
Smartkarma Daily BriefsDecember 5, 2023
ChinaDaily BriefsIn today’s briefing: Pair Trade: Want Want (151 HK) And Mengniu (2319 HK)Fu Shou Yuan…
Smartkarma Daily BriefsDecember 4, 2023
Daily BriefsJapanIn today’s briefing: Benefit One (2412): M3 Extends For a Full MonthJIC Consortium Possibly In…
Smartkarma Daily BriefsDecember 13, 2023
Daily BriefsJapanIn today’s briefing: Denso Corp Placement - Quick Update - In Better Shape Now, Size…
Smartkarma Daily BriefsDecember 12, 2023
Daily BriefsJapanIn today’s briefing: Outsourcing (2427 JP): Bain-Backed Preconditional MBO Tender Offer at JPY1,755TOPIX Inclusions: Who…
Smartkarma Daily BriefsDecember 11, 2023
Daily BriefsJapanIn today’s briefing: Benefit One (2412 JP): Thoughts on the Potential Minority Offer PriceLast Week…
Smartkarma Daily BriefsDecember 10, 2023
Daily BriefsJapanIn today’s briefing: New Benefit One Deal Recalculated, More Benefit for All, Less for OnePasona…
Smartkarma Daily BriefsDecember 9, 2023
Daily BriefsJapanIn today’s briefing: Dai-Ichi Life (8750) Proposes a Full Takeover of Benefit One (2412), Overbidding…
Smartkarma Daily BriefsDecember 8, 2023
Daily BriefsMacroIn today’s briefing: The Global Liquidity CycleOut of the Box: Central banks are insolvent. How…
Smartkarma Daily BriefsOctober 27, 2023
Daily BriefsMacroIn today’s briefing: China Stimulus Update – Centralization of Debt Still Means MORE Debt!CX Daily:…
Smartkarma Daily BriefsOctober 26, 2023
Daily BriefsMacroIn today’s briefing: Seeking Shelter in Gold on Rising Geopolitical RisksGreat Game – Calm Before…
Smartkarma Daily BriefsOctober 25, 2023
Daily BriefsMacroIn today’s briefing: Steno Signals #70 – 10 charts you NEED to monitor in global…
Smartkarma Daily BriefsOctober 24, 2023
Daily BriefsMacroIn today’s briefing: Central Bank Watch: The Fed has gone from QE to QT to…
Smartkarma Daily BriefsOctober 23, 2023
Daily BriefsMacroIn today’s briefing: ‘The End of China’ Narrative Is Completely Wrong: Think Liquidity, Think CycleCX…
Smartkarma Daily BriefsOctober 21, 2023
