In today’s briefing: Newcrest-Newmont Merger: Fancy Index ShenanigansAsian Dividend Gems: Giordano InternationalVinda (3331 HK): Tanoto…
Smartkarma Daily BriefsOctober 23, 2023
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: NIFTY50 Index Rebalance Preview: Two's Company; Three's A CrowdIndex Rebalance & ETF…
Smartkarma Daily BriefsOctober 22, 2023
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance Preview (Mar 2024): Ranking, Capping, Funding & Other…
Smartkarma Daily BriefsOctober 21, 2023
Daily BriefsMost ReadIn today’s briefing: India - Free Float Changes to Drive Passive InflowsIndusInd Bank (IIB IN):…
Smartkarma Daily BriefsOctober 20, 2023
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance Preview (Mar 2024): Ranking, Capping, Funding & Other…
Smartkarma Daily BriefsOctober 19, 2023
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance Preview (Mar 2024): Ranking, Capping, Funding & Other…
Smartkarma Daily BriefsOctober 18, 2023
Daily BriefsEvent-DrivenIn today’s briefing: JMDC (4483) Partial Offer Results - Tough Tender, I'd Watch For "THE…
Smartkarma Daily BriefsOctober 12, 2023
Daily BriefsEvent-DrivenIn today’s briefing: NWS (659 HK): Pre-Cons Done. Now, About That Final Divvie ...Origin/Brookfield: ACCC…
Smartkarma Daily BriefsOctober 11, 2023
Daily BriefsEvent-DrivenIn today’s briefing: October 2023 TOPIX Free Float Review - $22.6bn to Trade and JPB…
Smartkarma Daily BriefsOctober 10, 2023
Daily BriefsEvent-DrivenIn today’s briefing: NWS Holding (659 HK): Pre-Condition SatisfiedLiontown Resources (LTR AU): Passive Selling on…
Smartkarma Daily BriefsOctober 9, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Haitong International (665 HK): Haitong Securities’ Pre-Conditional Privatisation Offer at HK$1.52Haitong Int'l…
Smartkarma Daily BriefsOctober 8, 2023
Daily BriefsEvent-DrivenIn today’s briefing: EOFlow: Insulet's Injunction Doesn't Thwart Medtronic's AcquisitionAeon (8267) Partial Tender at ¥1610…
Smartkarma Daily BriefsOctober 7, 2023
Daily BriefsECMIn today’s briefing: With A Long-Anticipated IPO on the Horizon, Alibaba's Cainiao Posts Stellar June…
Smartkarma Daily BriefsAugust 14, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (13th August 2023) - Zomato, TVS Supply Chain, Suzlon Energy,…
Smartkarma Daily BriefsAugust 13, 2023
Daily BriefsECMIn today’s briefing: Suzlon Energy QIP - Well Flagged Deal and Will Allay Any near…
Smartkarma Daily BriefsAugust 11, 2023
Daily BriefsECMIn today’s briefing: TVS Supply Chain Solutions IPO - RHP Updates, Peer Comparison & Thoughts…
Smartkarma Daily BriefsAugust 10, 2023
Daily BriefsECMIn today’s briefing: SoftBank Plans to Complete IPO of Arm in September on NASDAQPre-IPO HealthyWay…
Smartkarma Daily BriefsAugust 9, 2023
Daily BriefsECMIn today’s briefing: TRYT IPO: Down 25% and Upside Is LimitedStar Asia Investment Placement -…
Smartkarma Daily BriefsAugust 8, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Seven & I: Unimpressive Results & Potential Investor Exodus Amidst Superstore TransformationAnta…
Smartkarma Daily BriefsOctober 14, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Huijin’s Increase in Shareholdings of the Big4 May Signal Temporary Bottoming of…
Smartkarma Daily BriefsOctober 13, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Ryohin Keikaku: Expecting FY24 OP Guidance of ¥55.0bnKiwoom Securities: Announces Material Improvement…
Smartkarma Daily BriefsOctober 12, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Make in India Bonds into the Global Bond Index: An Examination of…
Smartkarma Daily BriefsOctober 11, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Money Forward (3994) | Show Me the MoneyHisamitsu Pharmaceutical (4530 JP): Mixed…
Smartkarma Daily BriefsOctober 10, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Quick Take on 'Golden Week' Headline Tourism Traffic: Limited Improvement, & Shy…
Smartkarma Daily BriefsOctober 9, 2023
Daily BriefsTMT/InternetIn today’s briefing: Last Week In Event SPACE: Shinko Electric Industries, MGM China, Decente, Sankei…
Smartkarma Daily BriefsOctober 22, 2023
Daily BriefsTMT/InternetIn today’s briefing: ASML's Gloomy Outlook Sinks SemisIRDM: Valuation Reset, Cash Flow Rising ASML's Gloomy…
Smartkarma Daily BriefsOctober 21, 2023
Daily BriefsTMT/InternetIn today’s briefing: Another Hidden Passive Flow Trading Opportunity Is Captured in Korea: SOL Semicon…
Smartkarma Daily BriefsOctober 20, 2023
Daily BriefsTMT/InternetIn today’s briefing: Shinko Electric (6967) Update - MitCorp In The Mix?Shinko Electric (6967 JP):…
Smartkarma Daily BriefsOctober 19, 2023
Daily BriefsTMT/InternetIn today’s briefing: Ryoyo (8068) - Ryosan (8140): Recent and Former Activist Targets To MergeTaiwan…
Smartkarma Daily BriefsOctober 18, 2023
Daily BriefsTMT/InternetIn today’s briefing: Hana Microelectronics Placement - Stock Has Been Doing Well, Unclear if Deal…
Smartkarma Daily BriefsOctober 17, 2023
ChinaDaily BriefsIn today’s briefing: J&T Global Express (1519 HK): Index Inclusion Possibility & TimelinesAlibaba (9988 HK):…
Smartkarma Daily BriefsOctober 17, 2023
ChinaDaily BriefsIn today’s briefing: Merger Arb Mondays (16 Oct) - NWS, Haitong Intl, Eoflow, Liontown, Origin…
Smartkarma Daily BriefsOctober 16, 2023
ChinaDaily BriefsIn today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-…
Smartkarma Daily BriefsOctober 15, 2023
ChinaDaily BriefsIn today’s briefing: NWS (659 HK): Final Divvie Assured. NWD Vote Risk RemainsWeekly Wrap -…
Smartkarma Daily BriefsOctober 14, 2023
ChinaDaily BriefsIn today’s briefing: WisdomTree Emerging Markets SmallCap Dividend Index Rebalance: 45% Turnover & US$2.5bn to…
Smartkarma Daily BriefsOctober 13, 2023
ChinaDaily BriefsIn today’s briefing: Shenzhen Intl (152 HK): Conversation with Company Affirms 2H23 OutlookJ&T Global Express…
Smartkarma Daily BriefsOctober 12, 2023
Daily BriefsJapanIn today’s briefing: Recruit: Share Price Continues to Fall with Labor Markets Further Slow DownThe…
Smartkarma Daily BriefsOctober 20, 2023
Daily BriefsJapanIn today’s briefing: Shinko Electric (6967) Update - MitCorp In The Mix?ANTA Sports Investor Day…
Smartkarma Daily BriefsOctober 19, 2023
Daily BriefsJapanIn today’s briefing: Ryoyo (8068) - Ryosan (8140): Recent and Former Activist Targets To MergeParent-Subsidiary…
Smartkarma Daily BriefsOctober 18, 2023
Daily BriefsJapanIn today’s briefing: Nikkei 225 Index Rebalance Preview (Mar 2024): Ranking, Capping, Funding & Other…
Smartkarma Daily BriefsOctober 17, 2023
Daily BriefsJapanIn today’s briefing: Japan - Increase in Shorts on Some Interesting* StocksTSI Holdings (3608) -…
Smartkarma Daily BriefsOctober 16, 2023
Daily BriefsJapanIn today’s briefing: Index Rebalance & ETF Flow Recap: HSCEI, HSTECH, TOPIX FFW, SSE50, AS51,…
Smartkarma Daily BriefsOctober 15, 2023
Daily BriefsMacroIn today’s briefing: CX Daily: Why Fewer Criminal Appeals Cases Are Getting Heard in ChinaThailand…
Smartkarma Daily BriefsAugust 29, 2023
Daily BriefsMacroIn today’s briefing: Concerns About Capital Flight from China Have Not Prevented Higher Real US…
Smartkarma Daily BriefsAugust 28, 2023
Daily BriefsMacroIn today’s briefing: China Property: Policy Announcement AlertThe Weekly Market Monitor – One Strike, Two…
Smartkarma Daily BriefsAugust 26, 2023
Daily BriefsMacroIn today’s briefing: China Watch: The Big Losers from an Imports Pull-BackEM by EM #18…
Smartkarma Daily BriefsAugust 25, 2023
Daily BriefsMacroIn today’s briefing: CX Daily: China’s Pension Growth Dwindles as Population Ages, Workforce ShrinksRisk-Adjusted Yields…
Smartkarma Daily BriefsAugust 24, 2023
Daily BriefsMacroIn today’s briefing: Inflation Watch: Why EUR inflation will print below 2% before New YearsFX…
Smartkarma Daily BriefsAugust 23, 2023
Daily BriefsMost ReadIn today’s briefing: Newcrest-Newmont Merger: Fancy Index ShenanigansAsian Dividend Gems: Giordano InternationalVinda (3331 HK): Tanoto…
Smartkarma Daily BriefsOctober 23, 2023
Daily BriefsMost ReadIn today’s briefing: NIFTY50 Index Rebalance Preview: Two's Company; Three's A CrowdIndex Rebalance & ETF…
Smartkarma Daily BriefsOctober 22, 2023
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance Preview (Mar 2024): Ranking, Capping, Funding & Other…
Smartkarma Daily BriefsOctober 21, 2023
Daily BriefsMost ReadIn today’s briefing: India - Free Float Changes to Drive Passive InflowsIndusInd Bank (IIB IN):…
Smartkarma Daily BriefsOctober 20, 2023
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance Preview (Mar 2024): Ranking, Capping, Funding & Other…
Smartkarma Daily BriefsOctober 19, 2023
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance Preview (Mar 2024): Ranking, Capping, Funding & Other…
Smartkarma Daily BriefsOctober 18, 2023
Daily BriefsEvent-DrivenIn today’s briefing: JMDC (4483) Partial Offer Results - Tough Tender, I'd Watch For "THE…
Smartkarma Daily BriefsOctober 12, 2023
Daily BriefsEvent-DrivenIn today’s briefing: NWS (659 HK): Pre-Cons Done. Now, About That Final Divvie ...Origin/Brookfield: ACCC…
Smartkarma Daily BriefsOctober 11, 2023
Daily BriefsEvent-DrivenIn today’s briefing: October 2023 TOPIX Free Float Review - $22.6bn to Trade and JPB…
Smartkarma Daily BriefsOctober 10, 2023
Daily BriefsEvent-DrivenIn today’s briefing: NWS Holding (659 HK): Pre-Condition SatisfiedLiontown Resources (LTR AU): Passive Selling on…
Smartkarma Daily BriefsOctober 9, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Haitong International (665 HK): Haitong Securities’ Pre-Conditional Privatisation Offer at HK$1.52Haitong Int'l…
Smartkarma Daily BriefsOctober 8, 2023
Daily BriefsEvent-DrivenIn today’s briefing: EOFlow: Insulet's Injunction Doesn't Thwart Medtronic's AcquisitionAeon (8267) Partial Tender at ¥1610…
Smartkarma Daily BriefsOctober 7, 2023
Daily BriefsECMIn today’s briefing: With A Long-Anticipated IPO on the Horizon, Alibaba's Cainiao Posts Stellar June…
Smartkarma Daily BriefsAugust 14, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (13th August 2023) - Zomato, TVS Supply Chain, Suzlon Energy,…
Smartkarma Daily BriefsAugust 13, 2023
Daily BriefsECMIn today’s briefing: Suzlon Energy QIP - Well Flagged Deal and Will Allay Any near…
Smartkarma Daily BriefsAugust 11, 2023
Daily BriefsECMIn today’s briefing: TVS Supply Chain Solutions IPO - RHP Updates, Peer Comparison & Thoughts…
Smartkarma Daily BriefsAugust 10, 2023
Daily BriefsECMIn today’s briefing: SoftBank Plans to Complete IPO of Arm in September on NASDAQPre-IPO HealthyWay…
Smartkarma Daily BriefsAugust 9, 2023
Daily BriefsECMIn today’s briefing: TRYT IPO: Down 25% and Upside Is LimitedStar Asia Investment Placement -…
Smartkarma Daily BriefsAugust 8, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Seven & I: Unimpressive Results & Potential Investor Exodus Amidst Superstore TransformationAnta…
Smartkarma Daily BriefsOctober 14, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Huijin’s Increase in Shareholdings of the Big4 May Signal Temporary Bottoming of…
Smartkarma Daily BriefsOctober 13, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Ryohin Keikaku: Expecting FY24 OP Guidance of ¥55.0bnKiwoom Securities: Announces Material Improvement…
Smartkarma Daily BriefsOctober 12, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Make in India Bonds into the Global Bond Index: An Examination of…
Smartkarma Daily BriefsOctober 11, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Money Forward (3994) | Show Me the MoneyHisamitsu Pharmaceutical (4530 JP): Mixed…
Smartkarma Daily BriefsOctober 10, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Quick Take on 'Golden Week' Headline Tourism Traffic: Limited Improvement, & Shy…
Smartkarma Daily BriefsOctober 9, 2023
Daily BriefsTMT/InternetIn today’s briefing: Last Week In Event SPACE: Shinko Electric Industries, MGM China, Decente, Sankei…
Smartkarma Daily BriefsOctober 22, 2023
Daily BriefsTMT/InternetIn today’s briefing: ASML's Gloomy Outlook Sinks SemisIRDM: Valuation Reset, Cash Flow Rising ASML's Gloomy…
Smartkarma Daily BriefsOctober 21, 2023
Daily BriefsTMT/InternetIn today’s briefing: Another Hidden Passive Flow Trading Opportunity Is Captured in Korea: SOL Semicon…
Smartkarma Daily BriefsOctober 20, 2023
Daily BriefsTMT/InternetIn today’s briefing: Shinko Electric (6967) Update - MitCorp In The Mix?Shinko Electric (6967 JP):…
Smartkarma Daily BriefsOctober 19, 2023
Daily BriefsTMT/InternetIn today’s briefing: Ryoyo (8068) - Ryosan (8140): Recent and Former Activist Targets To MergeTaiwan…
Smartkarma Daily BriefsOctober 18, 2023
Daily BriefsTMT/InternetIn today’s briefing: Hana Microelectronics Placement - Stock Has Been Doing Well, Unclear if Deal…
Smartkarma Daily BriefsOctober 17, 2023
ChinaDaily BriefsIn today’s briefing: J&T Global Express (1519 HK): Index Inclusion Possibility & TimelinesAlibaba (9988 HK):…
Smartkarma Daily BriefsOctober 17, 2023
ChinaDaily BriefsIn today’s briefing: Merger Arb Mondays (16 Oct) - NWS, Haitong Intl, Eoflow, Liontown, Origin…
Smartkarma Daily BriefsOctober 16, 2023
ChinaDaily BriefsIn today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-…
Smartkarma Daily BriefsOctober 15, 2023
ChinaDaily BriefsIn today’s briefing: NWS (659 HK): Final Divvie Assured. NWD Vote Risk RemainsWeekly Wrap -…
Smartkarma Daily BriefsOctober 14, 2023
ChinaDaily BriefsIn today’s briefing: WisdomTree Emerging Markets SmallCap Dividend Index Rebalance: 45% Turnover & US$2.5bn to…
Smartkarma Daily BriefsOctober 13, 2023
ChinaDaily BriefsIn today’s briefing: Shenzhen Intl (152 HK): Conversation with Company Affirms 2H23 OutlookJ&T Global Express…
Smartkarma Daily BriefsOctober 12, 2023
Daily BriefsJapanIn today’s briefing: Recruit: Share Price Continues to Fall with Labor Markets Further Slow DownThe…
Smartkarma Daily BriefsOctober 20, 2023
Daily BriefsJapanIn today’s briefing: Shinko Electric (6967) Update - MitCorp In The Mix?ANTA Sports Investor Day…
Smartkarma Daily BriefsOctober 19, 2023
Daily BriefsJapanIn today’s briefing: Ryoyo (8068) - Ryosan (8140): Recent and Former Activist Targets To MergeParent-Subsidiary…
Smartkarma Daily BriefsOctober 18, 2023
Daily BriefsJapanIn today’s briefing: Nikkei 225 Index Rebalance Preview (Mar 2024): Ranking, Capping, Funding & Other…
Smartkarma Daily BriefsOctober 17, 2023
Daily BriefsJapanIn today’s briefing: Japan - Increase in Shorts on Some Interesting* StocksTSI Holdings (3608) -…
Smartkarma Daily BriefsOctober 16, 2023
Daily BriefsJapanIn today’s briefing: Index Rebalance & ETF Flow Recap: HSCEI, HSTECH, TOPIX FFW, SSE50, AS51,…
Smartkarma Daily BriefsOctober 15, 2023
Daily BriefsMacroIn today’s briefing: CX Daily: Why Fewer Criminal Appeals Cases Are Getting Heard in ChinaThailand…
Smartkarma Daily BriefsAugust 29, 2023
Daily BriefsMacroIn today’s briefing: Concerns About Capital Flight from China Have Not Prevented Higher Real US…
Smartkarma Daily BriefsAugust 28, 2023
Daily BriefsMacroIn today’s briefing: China Property: Policy Announcement AlertThe Weekly Market Monitor – One Strike, Two…
Smartkarma Daily BriefsAugust 26, 2023
Daily BriefsMacroIn today’s briefing: China Watch: The Big Losers from an Imports Pull-BackEM by EM #18…
Smartkarma Daily BriefsAugust 25, 2023
Daily BriefsMacroIn today’s briefing: CX Daily: China’s Pension Growth Dwindles as Population Ages, Workforce ShrinksRisk-Adjusted Yields…
Smartkarma Daily BriefsAugust 24, 2023
Daily BriefsMacroIn today’s briefing: Inflation Watch: Why EUR inflation will print below 2% before New YearsFX…
Smartkarma Daily BriefsAugust 23, 2023
