In today’s briefing: Yuanta/P-Shares Taiwan Div+ ETF Rebalance Preview: 18% One-Way Turnover & US$2.74bn TradeLarge…
Smartkarma Daily BriefsNovember 22, 2023
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Pasona: The Wrong PriceUnderstanding Extreme SSF Spreads in Korea & Trading ApproachesAlibaba:…
Smartkarma Daily BriefsNovember 21, 2023
Daily BriefsMost ReadIn today’s briefing: : The Casualty of Era…Downgrade to SELLSK Square: Two Remaining Credible Options…
Smartkarma Daily BriefsNovember 20, 2023
Daily BriefsMost ReadIn today’s briefing: Index Rebalance & ETF Flow Recap: KS200, KQ150, Yuanta Div+, LIT, HSCI,…
Smartkarma Daily BriefsNovember 19, 2023
Daily BriefsMost ReadIn today’s briefing: Pasona: The Wrong PriceSTAR50 Index Rebalance Preview: Big Impact Expected on the…
Smartkarma Daily BriefsNovember 18, 2023
Daily BriefsMost ReadIn today’s briefing: FRTIB Switches Benchmarks: +EM/-DM; US$56bn Trade as Asia EM Benefits & HK…
Smartkarma Daily BriefsNovember 17, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Allkem/Livent Merger: 19th December Shareholder VoteShidax (4837) - Nikkei Scoops MBO (Anncmt…
Smartkarma Daily BriefsNovember 11, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Renesas Electronics (6723 JP): INCJ Clean Up; Index Buying Smaller than ExpectedTrend…
Smartkarma Daily BriefsNovember 10, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Korea Short Sell Ban: Not a Lot Covered on Monday; Shorts Holding…
Smartkarma Daily BriefsNovember 9, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Trading Opportunities Targeting Potential ADR Discount Increases from Korea's Short-Selling BanTOPIX Inclusions:…
Smartkarma Daily BriefsNovember 8, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Tencent (700 HK): Board Meets Next Week; In-Specie Dividend CandidatesBlock Deal Sale…
Smartkarma Daily BriefsNovember 7, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Korea Short Sell Ban: Background, Manipulation, Holdings, Flows, Short Interest, ImplicationsFull Transcript…
Smartkarma Daily BriefsNovember 6, 2023
ECMSmartkarma NewswireUpcoming APAC Transactions: CompanyCountryIndustryDescriptionBookrunnersASK AutomotiveThe New Delhi-based supplier to motorcycle makers has sought the Indian…
Smartkarma NewswireSeptember 11, 2023
Daily BriefsECMIn today’s briefing: TUHU Car IPO: The Investment CaseJ&T Global Express Pre-IPO, Part 4: Read-Through…
Smartkarma Daily BriefsSeptember 11, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (10th Sep 2023) - ARM, VNG, Tuhu, Integral, Doosan, Orora,…
Smartkarma Daily BriefsSeptember 10, 2023
Daily BriefsECMIn today’s briefing: SoftBank Group (9984 JP); Arm IPO, Priced for DisappointmentVNG (VinaGame) IPO PreviewTuhu…
Smartkarma Daily BriefsSeptember 9, 2023
Daily BriefsECMIn today’s briefing: Tuhu Car Pre-IPO Peer Comp - While It Has Been Loss Making,…
Smartkarma Daily BriefsSeptember 8, 2023
Daily BriefsECMIn today’s briefing: Arm IPO – Don’t Worry, It’ll Be FineARM Holdings IPO Valuation AnalysisDoosan…
Smartkarma Daily BriefsSeptember 7, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Asics (7936) | Running the NumbersChina Consumption Weekly (13Nov2023): Li Auto, NIO,…
Smartkarma Daily BriefsNovember 13, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: SMIC (SEHK: 00981; SSE Star Market: 688981): Back to RealityCelltrion (068270 KS):…
Smartkarma Daily BriefsNovember 12, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Renesas Clean-Up Block Trade - Overhang Out of The Way And Time…
Smartkarma Daily BriefsNovember 11, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: : Li’s MEGA Can Change the MPV LandscapeDuolingo: Rich Valuation and Limited…
Smartkarma Daily BriefsNovember 10, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Recruit 2Q: Earnings Further Slows Down; 2H To Be Even More ChallengingSmartkarma…
Smartkarma Daily BriefsNovember 9, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: DPC Dash (1405 HK): Recipe for MultibaggerNintendo (7974) | Stock Performance Ahead…
Smartkarma Daily BriefsNovember 8, 2023
Daily BriefsTMT/InternetIn today’s briefing: Alibaba (BABA US): Selling at This Valuation Is Last Thing You WantQuiddity…
Smartkarma Daily BriefsNovember 21, 2023
Daily BriefsTMT/InternetIn today’s briefing: Hang Seng Tech Dec23 Index Review/Flows - No Name Changes, Some Big…
Smartkarma Daily BriefsNovember 20, 2023
Daily BriefsTMT/InternetIn today’s briefing: : The Casualty of Era…Downgrade to SELL: More Sustained Growth Doesn’t Mean…
Smartkarma Daily BriefsNovember 19, 2023
Daily BriefsTMT/InternetIn today’s briefing: Tata Technologies IPO - Parent and Peer Rally HelpsYear-End Rally Underway; Many…
Smartkarma Daily BriefsNovember 18, 2023
Daily BriefsTMT/InternetIn today’s briefing: New Phase in Korean Short Selling: Immediate Impact of MM and LP…
Smartkarma Daily BriefsNovember 17, 2023
Daily BriefsTMT/InternetIn today’s briefing: Silicon Wafers. SUMCO Sounds The Alarm As Inventory Continues To ClimbTencent: Domestic…
Smartkarma Daily BriefsNovember 16, 2023
ChinaDaily BriefsIn today’s briefing: FRTIB Switches Benchmarks: +EM/-DM; US$56bn Trade as Asia EM Benefits & HK…
Smartkarma Daily BriefsNovember 16, 2023
ChinaDaily BriefsIn today’s briefing: CSI500 Index Rebalance Preview: Potential Adds Starting to Close the GapZeekr Pre-IPO…
Smartkarma Daily BriefsNovember 15, 2023
ChinaDaily BriefsIn today’s briefing: WuXi XDC (2268 HK): Index Inclusion Possibility & TimelinesZhejiang Expressway (576 HK)…
Smartkarma Daily BriefsNovember 14, 2023
ChinaDaily BriefsIn today’s briefing: China Consumption Weekly (13Nov2023): Li Auto, NIO, Alibaba, Best, Meituan, KEMainland Connect…
Smartkarma Daily BriefsNovember 13, 2023
ChinaDaily BriefsIn today’s briefing: SMIC (SEHK: 00981; SSE Star Market: 688981): Back to RealityChina Healthcare Weekly…
Smartkarma Daily BriefsNovember 12, 2023
ChinaDaily BriefsIn today’s briefing: : International Game and Advertising Drove ResultsSMIC (981.HK): Probably A Double U-Shape…
Smartkarma Daily BriefsNovember 11, 2023
Daily BriefsJapanIn today’s briefing: Alignment of Management and Shareholder Interests Could Be the Beginning of Happiness…
Smartkarma Daily BriefsNovember 20, 2023
Daily BriefsJapanIn today’s briefing: Furuya Metal (7826 JP) TOPIX Inclusion: Big Impact but Even Bigger OverhangLast…
Smartkarma Daily BriefsNovember 19, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Bank (5838 JP) Remains a Positive Pick in the Japanese NeobanksAnother…
Smartkarma Daily BriefsNovember 18, 2023
Daily BriefsJapanIn today’s briefing: Pasona: The Wrong PriceAsahi Group Holdings (2502) Offering - Some Index Demand…
Smartkarma Daily BriefsNovember 17, 2023
Daily BriefsJapanIn today’s briefing: StubWorld: Pasona's Expanding Cash PileAeon/DCM/Keiyo Deal Changes on DCM TOB for Keiyo…
Smartkarma Daily BriefsNovember 16, 2023
Daily BriefsJapanIn today’s briefing: Big M3 (2413) Partial TOB As Pasona Sells Control of Benefit One…
Smartkarma Daily BriefsNovember 15, 2023
Daily BriefsMacroIn today’s briefing: Time to Reconsider the Equity Bull Case?Comparing S&P 500 Today to the…
Smartkarma Daily BriefsOctober 2, 2023
Daily BriefsMacroIn today’s briefing: Nuclear Nugget: 3 Questions For The Nuclear SpaceEA: Disinflationary Gravity in Sep-23Party…
Smartkarma Daily BriefsSeptember 30, 2023
Daily BriefsMacroIn today’s briefing: China Property - First Signs Of Improvement In Some Cities (Weekly New…
Smartkarma Daily BriefsSeptember 29, 2023
Daily BriefsMacroIn today’s briefing: 5 Things We Watch – EUR Inflation, Ifo Survey, Swedish CRE, Deposit…
Smartkarma Daily BriefsSeptember 28, 2023
Daily BriefsMacroIn today’s briefing: Global Liquidity Will Be Hit By Sell-Off in TreasuriesUSDJPY - An Opportunistic…
Smartkarma Daily BriefsSeptember 27, 2023
Daily BriefsMacroIn today’s briefing: Global Equity Managers Trim EM Underweight, but Remain BearishMacro Nugget: Why the…
Smartkarma Daily BriefsSeptember 26, 2023
Daily BriefsMost ReadIn today’s briefing: Yuanta/P-Shares Taiwan Div+ ETF Rebalance Preview: 18% One-Way Turnover & US$2.74bn TradeLarge…
Smartkarma Daily BriefsNovember 22, 2023
Daily BriefsMost ReadIn today’s briefing: Pasona: The Wrong PriceUnderstanding Extreme SSF Spreads in Korea & Trading ApproachesAlibaba:…
Smartkarma Daily BriefsNovember 21, 2023
Daily BriefsMost ReadIn today’s briefing: : The Casualty of Era…Downgrade to SELLSK Square: Two Remaining Credible Options…
Smartkarma Daily BriefsNovember 20, 2023
Daily BriefsMost ReadIn today’s briefing: Index Rebalance & ETF Flow Recap: KS200, KQ150, Yuanta Div+, LIT, HSCI,…
Smartkarma Daily BriefsNovember 19, 2023
Daily BriefsMost ReadIn today’s briefing: Pasona: The Wrong PriceSTAR50 Index Rebalance Preview: Big Impact Expected on the…
Smartkarma Daily BriefsNovember 18, 2023
Daily BriefsMost ReadIn today’s briefing: FRTIB Switches Benchmarks: +EM/-DM; US$56bn Trade as Asia EM Benefits & HK…
Smartkarma Daily BriefsNovember 17, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Allkem/Livent Merger: 19th December Shareholder VoteShidax (4837) - Nikkei Scoops MBO (Anncmt…
Smartkarma Daily BriefsNovember 11, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Renesas Electronics (6723 JP): INCJ Clean Up; Index Buying Smaller than ExpectedTrend…
Smartkarma Daily BriefsNovember 10, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Korea Short Sell Ban: Not a Lot Covered on Monday; Shorts Holding…
Smartkarma Daily BriefsNovember 9, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Trading Opportunities Targeting Potential ADR Discount Increases from Korea's Short-Selling BanTOPIX Inclusions:…
Smartkarma Daily BriefsNovember 8, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Tencent (700 HK): Board Meets Next Week; In-Specie Dividend CandidatesBlock Deal Sale…
Smartkarma Daily BriefsNovember 7, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Korea Short Sell Ban: Background, Manipulation, Holdings, Flows, Short Interest, ImplicationsFull Transcript…
Smartkarma Daily BriefsNovember 6, 2023
ECMSmartkarma NewswireUpcoming APAC Transactions: CompanyCountryIndustryDescriptionBookrunnersASK AutomotiveThe New Delhi-based supplier to motorcycle makers has sought the Indian…
Smartkarma NewswireSeptember 11, 2023
Daily BriefsECMIn today’s briefing: TUHU Car IPO: The Investment CaseJ&T Global Express Pre-IPO, Part 4: Read-Through…
Smartkarma Daily BriefsSeptember 11, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (10th Sep 2023) - ARM, VNG, Tuhu, Integral, Doosan, Orora,…
Smartkarma Daily BriefsSeptember 10, 2023
Daily BriefsECMIn today’s briefing: SoftBank Group (9984 JP); Arm IPO, Priced for DisappointmentVNG (VinaGame) IPO PreviewTuhu…
Smartkarma Daily BriefsSeptember 9, 2023
Daily BriefsECMIn today’s briefing: Tuhu Car Pre-IPO Peer Comp - While It Has Been Loss Making,…
Smartkarma Daily BriefsSeptember 8, 2023
Daily BriefsECMIn today’s briefing: Arm IPO – Don’t Worry, It’ll Be FineARM Holdings IPO Valuation AnalysisDoosan…
Smartkarma Daily BriefsSeptember 7, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Asics (7936) | Running the NumbersChina Consumption Weekly (13Nov2023): Li Auto, NIO,…
Smartkarma Daily BriefsNovember 13, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: SMIC (SEHK: 00981; SSE Star Market: 688981): Back to RealityCelltrion (068270 KS):…
Smartkarma Daily BriefsNovember 12, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Renesas Clean-Up Block Trade - Overhang Out of The Way And Time…
Smartkarma Daily BriefsNovember 11, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: : Li’s MEGA Can Change the MPV LandscapeDuolingo: Rich Valuation and Limited…
Smartkarma Daily BriefsNovember 10, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Recruit 2Q: Earnings Further Slows Down; 2H To Be Even More ChallengingSmartkarma…
Smartkarma Daily BriefsNovember 9, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: DPC Dash (1405 HK): Recipe for MultibaggerNintendo (7974) | Stock Performance Ahead…
Smartkarma Daily BriefsNovember 8, 2023
Daily BriefsTMT/InternetIn today’s briefing: Alibaba (BABA US): Selling at This Valuation Is Last Thing You WantQuiddity…
Smartkarma Daily BriefsNovember 21, 2023
Daily BriefsTMT/InternetIn today’s briefing: Hang Seng Tech Dec23 Index Review/Flows - No Name Changes, Some Big…
Smartkarma Daily BriefsNovember 20, 2023
Daily BriefsTMT/InternetIn today’s briefing: : The Casualty of Era…Downgrade to SELL: More Sustained Growth Doesn’t Mean…
Smartkarma Daily BriefsNovember 19, 2023
Daily BriefsTMT/InternetIn today’s briefing: Tata Technologies IPO - Parent and Peer Rally HelpsYear-End Rally Underway; Many…
Smartkarma Daily BriefsNovember 18, 2023
Daily BriefsTMT/InternetIn today’s briefing: New Phase in Korean Short Selling: Immediate Impact of MM and LP…
Smartkarma Daily BriefsNovember 17, 2023
Daily BriefsTMT/InternetIn today’s briefing: Silicon Wafers. SUMCO Sounds The Alarm As Inventory Continues To ClimbTencent: Domestic…
Smartkarma Daily BriefsNovember 16, 2023
ChinaDaily BriefsIn today’s briefing: FRTIB Switches Benchmarks: +EM/-DM; US$56bn Trade as Asia EM Benefits & HK…
Smartkarma Daily BriefsNovember 16, 2023
ChinaDaily BriefsIn today’s briefing: CSI500 Index Rebalance Preview: Potential Adds Starting to Close the GapZeekr Pre-IPO…
Smartkarma Daily BriefsNovember 15, 2023
ChinaDaily BriefsIn today’s briefing: WuXi XDC (2268 HK): Index Inclusion Possibility & TimelinesZhejiang Expressway (576 HK)…
Smartkarma Daily BriefsNovember 14, 2023
ChinaDaily BriefsIn today’s briefing: China Consumption Weekly (13Nov2023): Li Auto, NIO, Alibaba, Best, Meituan, KEMainland Connect…
Smartkarma Daily BriefsNovember 13, 2023
ChinaDaily BriefsIn today’s briefing: SMIC (SEHK: 00981; SSE Star Market: 688981): Back to RealityChina Healthcare Weekly…
Smartkarma Daily BriefsNovember 12, 2023
ChinaDaily BriefsIn today’s briefing: : International Game and Advertising Drove ResultsSMIC (981.HK): Probably A Double U-Shape…
Smartkarma Daily BriefsNovember 11, 2023
Daily BriefsJapanIn today’s briefing: Alignment of Management and Shareholder Interests Could Be the Beginning of Happiness…
Smartkarma Daily BriefsNovember 20, 2023
Daily BriefsJapanIn today’s briefing: Furuya Metal (7826 JP) TOPIX Inclusion: Big Impact but Even Bigger OverhangLast…
Smartkarma Daily BriefsNovember 19, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Bank (5838 JP) Remains a Positive Pick in the Japanese NeobanksAnother…
Smartkarma Daily BriefsNovember 18, 2023
Daily BriefsJapanIn today’s briefing: Pasona: The Wrong PriceAsahi Group Holdings (2502) Offering - Some Index Demand…
Smartkarma Daily BriefsNovember 17, 2023
Daily BriefsJapanIn today’s briefing: StubWorld: Pasona's Expanding Cash PileAeon/DCM/Keiyo Deal Changes on DCM TOB for Keiyo…
Smartkarma Daily BriefsNovember 16, 2023
Daily BriefsJapanIn today’s briefing: Big M3 (2413) Partial TOB As Pasona Sells Control of Benefit One…
Smartkarma Daily BriefsNovember 15, 2023
Daily BriefsMacroIn today’s briefing: Time to Reconsider the Equity Bull Case?Comparing S&P 500 Today to the…
Smartkarma Daily BriefsOctober 2, 2023
Daily BriefsMacroIn today’s briefing: Nuclear Nugget: 3 Questions For The Nuclear SpaceEA: Disinflationary Gravity in Sep-23Party…
Smartkarma Daily BriefsSeptember 30, 2023
Daily BriefsMacroIn today’s briefing: China Property - First Signs Of Improvement In Some Cities (Weekly New…
Smartkarma Daily BriefsSeptember 29, 2023
Daily BriefsMacroIn today’s briefing: 5 Things We Watch – EUR Inflation, Ifo Survey, Swedish CRE, Deposit…
Smartkarma Daily BriefsSeptember 28, 2023
Daily BriefsMacroIn today’s briefing: Global Liquidity Will Be Hit By Sell-Off in TreasuriesUSDJPY - An Opportunistic…
Smartkarma Daily BriefsSeptember 27, 2023
Daily BriefsMacroIn today’s briefing: Global Equity Managers Trim EM Underweight, but Remain BearishMacro Nugget: Why the…
Smartkarma Daily BriefsSeptember 26, 2023
