In today’s briefing: IDX30/LQ45/IDX80 Index Rebalance: 4 Days to ImplementationS&P/ASX Index Rebalance Preview: Potential Changes…
Smartkarma Daily BriefsJuly 23, 2023
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: S&P/ASX200 Ad Hoc Index Rebalance & Update to Potential Changes in SeptemberYuanta…
Smartkarma Daily BriefsJuly 22, 2023
Daily BriefsMost ReadIn today’s briefing: S&P/ASX200 Ad Hoc Index Rebalance & Update to Potential Changes in SeptemberYuanta…
Smartkarma Daily BriefsJuly 21, 2023
Daily BriefsMost ReadIn today’s briefing: Index Rebalance & ETF Flow Recap: ASX, Chinext, URA, Korea Stocks, NKYS&P/ASX200…
Smartkarma Daily BriefsJuly 20, 2023
Daily BriefsMost ReadIn today’s briefing: S&P/ASX Index Rebalance Preview: Potential Changes in SeptemberSK Telecom (017670 KS): Foreign…
Smartkarma Daily BriefsJuly 19, 2023
Daily BriefsMost ReadIn today’s briefing: SK Telecom (017670 KS): Foreign Room Increase Has ImplicationsIndex Rebalance & ETF…
Smartkarma Daily BriefsJuly 18, 2023
Daily BriefsEvent-DrivenIn today’s briefing: ChiNext/ChiNext50 Index Rebalance Preview: Potential Changes & Basket PerformanceTOPIX Inclusions: Who Is…
Smartkarma Daily BriefsJuly 11, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Socionext Placement - Valuation More Reasonable but past Secondary Offerings Have a…
Smartkarma Daily BriefsJuly 10, 2023
Daily BriefsEvent-DrivenIn today’s briefing: KRX Official: Key Points of Earlier Derivatives Market Opening & Market Impacts…
Smartkarma Daily BriefsJuly 9, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Delisting of 5 Korean Preferred Stocks on 17 JulyQuiddity Leaderboard for Hang…
Smartkarma Daily BriefsJuly 7, 2023
Daily BriefsEvent-DrivenIn today’s briefing: And Now For Something Truly Offensive - Honda Pays
Smartkarma Daily BriefsJuly 6, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Hang Seng Index Rebalance Preview: 80 Member Target Achieved; What Next?Costa Group…
Smartkarma Daily BriefsJuly 5, 2023
Daily BriefsECMIn today’s briefing: Nexus Select Trust IPO: Valuation InsightsVentia Services Group Placement - Well-Flagged and…
Smartkarma Daily BriefsMay 5, 2023
Daily BriefsECMIn today’s briefing: Nexus Select Trust IPO - Strong 9M23, Just About Digestible PricingTata Technologies…
Smartkarma Daily BriefsMay 4, 2023
Daily BriefsECMIn today’s briefing: Pre-IPO Lu DaoPei Medical Group - Profitability Is Disappointing Despite Big Potential…
Smartkarma Daily BriefsMay 3, 2023
Daily BriefsECMIn today’s briefing: Nexus Select Trust IPO: The Investment Case Nexus Select Trust IPO: The…
Smartkarma Daily BriefsMay 2, 2023
Daily BriefsECMIn today’s briefing: ZJLD Group IPO Trading - Subscription Rates Better than Recent Large HK…
Smartkarma Daily BriefsApril 27, 2023
Daily BriefsECMIn today’s briefing: CPF Global Food Solution Pre-IPO - The Positives - One of the…
Smartkarma Daily BriefsApril 26, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Ant Buyback, a Painful Reality for Its Investors or Not, Depending When…
Smartkarma Daily BriefsJuly 14, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: An Update on Oriental Watch (398 HK)Bangkok Dusit Medical Services (BDMS TB):…
Smartkarma Daily BriefsJuly 13, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Playmates Toys: Movie and Toy Reviews TMNT Mutant Mayhem Suggest Big Upside…
Smartkarma Daily BriefsJuly 12, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Sheng Siong (SSG SP): Steady At Execution, Good Long-Term PlayTaiwan Tech Weekly:…
Smartkarma Daily BriefsJuly 11, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Ant Group's $6.0bn Buyback Move Casts Doubt on IPO ProspectsChina Tourism Duty…
Smartkarma Daily BriefsJuly 10, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: China Healthcare Weekly (Jul.7) - New NRDL Negotiation Rules, Assisted Reproduction Payment,…
Smartkarma Daily BriefsJuly 9, 2023
Daily BriefsTMT/InternetIn today’s briefing: Important Rule Changes in Block Deals Pre-Disclosure in Korea: Analyzing Trading DynamicsLasertec…
Smartkarma Daily BriefsJuly 21, 2023
Daily BriefsTMT/InternetIn today’s briefing: L&F Considering On Switching Listing from KOSDAQ to KOSPIMoney Forward: Non-BO Margin…
Smartkarma Daily BriefsJuly 20, 2023
Daily BriefsTMT/InternetIn today’s briefing: S&P/ASX200 Ad Hoc Index Rebalance & Update to Potential Changes in SeptemberMobvoi…
Smartkarma Daily BriefsJuly 19, 2023
Daily BriefsTMT/InternetIn today’s briefing: Seizing Shorting Opportunities on Krafton as ARM Seeks Anchor InvestorsGap Trades in…
Smartkarma Daily BriefsJuly 18, 2023
Daily BriefsTMT/InternetIn today’s briefing: SK Telecom (017670 KS): Foreign Room Increase Has ImplicationsMerger Arb Mondays (17…
Smartkarma Daily BriefsJuly 17, 2023
Daily BriefsTMT/InternetIn today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-Summer…
Smartkarma Daily BriefsJuly 16, 2023
ChinaDaily BriefsIn today’s briefing: Wharf REIC 1997HK: Should We Bet on HK Luxury Retail? Lack of…
Smartkarma Daily BriefsJuly 16, 2023
ChinaDaily BriefsIn today’s briefing: : Competition Is Still a Concern, Maintain SELL: Retail and Summer Travelling…
Smartkarma Daily BriefsJuly 15, 2023
ChinaDaily BriefsIn today’s briefing: IMAX China (1970 HK): Parent PrivatisationAnt Buyback, a Painful Reality for Its…
Smartkarma Daily BriefsJuly 14, 2023
ChinaDaily BriefsIn today’s briefing: An Update on Oriental Watch (398 HK)Dickson Concepts: Gleanings From the FY23…
Smartkarma Daily BriefsJuly 13, 2023
ChinaDaily BriefsIn today’s briefing: Chindata: Bain's Move Spurs China Merchants Into ActionShougang Fushan Resources (639 HK):…
Smartkarma Daily BriefsJuly 12, 2023
ChinaDaily BriefsIn today’s briefing: ChiNext/ChiNext50 Index Rebalance Preview: Potential Changes & Basket PerformanceKelun-Biotech (科伦博泰) IPO Trading:…
Smartkarma Daily BriefsJuly 11, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Securities IPO Early Look - The Positives - Has Been Gaining…
Smartkarma Daily BriefsJuly 19, 2023
Daily BriefsJapanIn today’s briefing: Nidec (6594) Goes Hostile On Takisawa Machine Tool (6121) - I've Got…
Smartkarma Daily BriefsJuly 18, 2023
Daily BriefsJapanIn today’s briefing: Weekly Deals Digest (16 Jul) - Socionext, Tryt, IMAX, Shougang Resources, Invocare,…
Smartkarma Daily BriefsJuly 17, 2023
Daily BriefsJapanIn today’s briefing: Nominating Committee Also Has Problems Achieving Only Formal Criteria of Corporate Governance…
Smartkarma Daily BriefsJuly 16, 2023
Daily BriefsJapanIn today’s briefing: Canon (7751) Buyback Almost Done, TPX Selldown to Come = Trade Vs…
Smartkarma Daily BriefsJuly 14, 2023
Daily BriefsJapanIn today’s briefing: July TOPIX FFW Rebal - Bigger Than ExpectedGenda IPO - Dreams of…
Smartkarma Daily BriefsJuly 13, 2023
Daily BriefsMacroIn today’s briefing: How the G7 Meeting Exposes the Risks for 2024Weekly Market Monitor -…
Smartkarma Daily BriefsMay 22, 2023
Daily BriefsMacroIn today’s briefing: China May Nullify World RecessionPositioning Watch: The Mystery Behind the Massive Shorts…
Smartkarma Daily BriefsMay 21, 2023
Daily BriefsMacroIn today’s briefing: Bank Watch - Banks Will Have to Buy MORE Bonds when the…
Smartkarma Daily BriefsMay 19, 2023
Daily BriefsMacroIn today’s briefing: Spoiler Alert: Global Macro Data Is Tilting the Wrong WayChina’s Gold Buying…
Smartkarma Daily BriefsMay 18, 2023
Daily BriefsMacroIn today’s briefing: Supply Chain Reconfigurations Gaining SteamAsset Class Performance After the Final Hike –…
Smartkarma Daily BriefsMay 17, 2023
Daily BriefsMacroIn today’s briefing: USD Watch: Markets Vastly Underestimate the Impact on USD Funding from the…
Smartkarma Daily BriefsMay 16, 2023
Daily BriefsMost ReadIn today’s briefing: IDX30/LQ45/IDX80 Index Rebalance: 4 Days to ImplementationS&P/ASX Index Rebalance Preview: Potential Changes…
Smartkarma Daily BriefsJuly 23, 2023
Daily BriefsMost ReadIn today’s briefing: S&P/ASX200 Ad Hoc Index Rebalance & Update to Potential Changes in SeptemberYuanta…
Smartkarma Daily BriefsJuly 22, 2023
Daily BriefsMost ReadIn today’s briefing: S&P/ASX200 Ad Hoc Index Rebalance & Update to Potential Changes in SeptemberYuanta…
Smartkarma Daily BriefsJuly 21, 2023
Daily BriefsMost ReadIn today’s briefing: Index Rebalance & ETF Flow Recap: ASX, Chinext, URA, Korea Stocks, NKYS&P/ASX200…
Smartkarma Daily BriefsJuly 20, 2023
Daily BriefsMost ReadIn today’s briefing: S&P/ASX Index Rebalance Preview: Potential Changes in SeptemberSK Telecom (017670 KS): Foreign…
Smartkarma Daily BriefsJuly 19, 2023
Daily BriefsMost ReadIn today’s briefing: SK Telecom (017670 KS): Foreign Room Increase Has ImplicationsIndex Rebalance & ETF…
Smartkarma Daily BriefsJuly 18, 2023
Daily BriefsEvent-DrivenIn today’s briefing: ChiNext/ChiNext50 Index Rebalance Preview: Potential Changes & Basket PerformanceTOPIX Inclusions: Who Is…
Smartkarma Daily BriefsJuly 11, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Socionext Placement - Valuation More Reasonable but past Secondary Offerings Have a…
Smartkarma Daily BriefsJuly 10, 2023
Daily BriefsEvent-DrivenIn today’s briefing: KRX Official: Key Points of Earlier Derivatives Market Opening & Market Impacts…
Smartkarma Daily BriefsJuly 9, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Delisting of 5 Korean Preferred Stocks on 17 JulyQuiddity Leaderboard for Hang…
Smartkarma Daily BriefsJuly 7, 2023
Daily BriefsEvent-DrivenIn today’s briefing: And Now For Something Truly Offensive - Honda Pays
Smartkarma Daily BriefsJuly 6, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Hang Seng Index Rebalance Preview: 80 Member Target Achieved; What Next?Costa Group…
Smartkarma Daily BriefsJuly 5, 2023
Daily BriefsECMIn today’s briefing: Nexus Select Trust IPO: Valuation InsightsVentia Services Group Placement - Well-Flagged and…
Smartkarma Daily BriefsMay 5, 2023
Daily BriefsECMIn today’s briefing: Nexus Select Trust IPO - Strong 9M23, Just About Digestible PricingTata Technologies…
Smartkarma Daily BriefsMay 4, 2023
Daily BriefsECMIn today’s briefing: Pre-IPO Lu DaoPei Medical Group - Profitability Is Disappointing Despite Big Potential…
Smartkarma Daily BriefsMay 3, 2023
Daily BriefsECMIn today’s briefing: Nexus Select Trust IPO: The Investment Case Nexus Select Trust IPO: The…
Smartkarma Daily BriefsMay 2, 2023
Daily BriefsECMIn today’s briefing: ZJLD Group IPO Trading - Subscription Rates Better than Recent Large HK…
Smartkarma Daily BriefsApril 27, 2023
Daily BriefsECMIn today’s briefing: CPF Global Food Solution Pre-IPO - The Positives - One of the…
Smartkarma Daily BriefsApril 26, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Ant Buyback, a Painful Reality for Its Investors or Not, Depending When…
Smartkarma Daily BriefsJuly 14, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: An Update on Oriental Watch (398 HK)Bangkok Dusit Medical Services (BDMS TB):…
Smartkarma Daily BriefsJuly 13, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Playmates Toys: Movie and Toy Reviews TMNT Mutant Mayhem Suggest Big Upside…
Smartkarma Daily BriefsJuly 12, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Sheng Siong (SSG SP): Steady At Execution, Good Long-Term PlayTaiwan Tech Weekly:…
Smartkarma Daily BriefsJuly 11, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Ant Group's $6.0bn Buyback Move Casts Doubt on IPO ProspectsChina Tourism Duty…
Smartkarma Daily BriefsJuly 10, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: China Healthcare Weekly (Jul.7) - New NRDL Negotiation Rules, Assisted Reproduction Payment,…
Smartkarma Daily BriefsJuly 9, 2023
Daily BriefsTMT/InternetIn today’s briefing: Important Rule Changes in Block Deals Pre-Disclosure in Korea: Analyzing Trading DynamicsLasertec…
Smartkarma Daily BriefsJuly 21, 2023
Daily BriefsTMT/InternetIn today’s briefing: L&F Considering On Switching Listing from KOSDAQ to KOSPIMoney Forward: Non-BO Margin…
Smartkarma Daily BriefsJuly 20, 2023
Daily BriefsTMT/InternetIn today’s briefing: S&P/ASX200 Ad Hoc Index Rebalance & Update to Potential Changes in SeptemberMobvoi…
Smartkarma Daily BriefsJuly 19, 2023
Daily BriefsTMT/InternetIn today’s briefing: Seizing Shorting Opportunities on Krafton as ARM Seeks Anchor InvestorsGap Trades in…
Smartkarma Daily BriefsJuly 18, 2023
Daily BriefsTMT/InternetIn today’s briefing: SK Telecom (017670 KS): Foreign Room Increase Has ImplicationsMerger Arb Mondays (17…
Smartkarma Daily BriefsJuly 17, 2023
Daily BriefsTMT/InternetIn today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-Summer…
Smartkarma Daily BriefsJuly 16, 2023
ChinaDaily BriefsIn today’s briefing: Wharf REIC 1997HK: Should We Bet on HK Luxury Retail? Lack of…
Smartkarma Daily BriefsJuly 16, 2023
ChinaDaily BriefsIn today’s briefing: : Competition Is Still a Concern, Maintain SELL: Retail and Summer Travelling…
Smartkarma Daily BriefsJuly 15, 2023
ChinaDaily BriefsIn today’s briefing: IMAX China (1970 HK): Parent PrivatisationAnt Buyback, a Painful Reality for Its…
Smartkarma Daily BriefsJuly 14, 2023
ChinaDaily BriefsIn today’s briefing: An Update on Oriental Watch (398 HK)Dickson Concepts: Gleanings From the FY23…
Smartkarma Daily BriefsJuly 13, 2023
ChinaDaily BriefsIn today’s briefing: Chindata: Bain's Move Spurs China Merchants Into ActionShougang Fushan Resources (639 HK):…
Smartkarma Daily BriefsJuly 12, 2023
ChinaDaily BriefsIn today’s briefing: ChiNext/ChiNext50 Index Rebalance Preview: Potential Changes & Basket PerformanceKelun-Biotech (科伦博泰) IPO Trading:…
Smartkarma Daily BriefsJuly 11, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Securities IPO Early Look - The Positives - Has Been Gaining…
Smartkarma Daily BriefsJuly 19, 2023
Daily BriefsJapanIn today’s briefing: Nidec (6594) Goes Hostile On Takisawa Machine Tool (6121) - I've Got…
Smartkarma Daily BriefsJuly 18, 2023
Daily BriefsJapanIn today’s briefing: Weekly Deals Digest (16 Jul) - Socionext, Tryt, IMAX, Shougang Resources, Invocare,…
Smartkarma Daily BriefsJuly 17, 2023
Daily BriefsJapanIn today’s briefing: Nominating Committee Also Has Problems Achieving Only Formal Criteria of Corporate Governance…
Smartkarma Daily BriefsJuly 16, 2023
Daily BriefsJapanIn today’s briefing: Canon (7751) Buyback Almost Done, TPX Selldown to Come = Trade Vs…
Smartkarma Daily BriefsJuly 14, 2023
Daily BriefsJapanIn today’s briefing: July TOPIX FFW Rebal - Bigger Than ExpectedGenda IPO - Dreams of…
Smartkarma Daily BriefsJuly 13, 2023
Daily BriefsMacroIn today’s briefing: How the G7 Meeting Exposes the Risks for 2024Weekly Market Monitor -…
Smartkarma Daily BriefsMay 22, 2023
Daily BriefsMacroIn today’s briefing: China May Nullify World RecessionPositioning Watch: The Mystery Behind the Massive Shorts…
Smartkarma Daily BriefsMay 21, 2023
Daily BriefsMacroIn today’s briefing: Bank Watch - Banks Will Have to Buy MORE Bonds when the…
Smartkarma Daily BriefsMay 19, 2023
Daily BriefsMacroIn today’s briefing: Spoiler Alert: Global Macro Data Is Tilting the Wrong WayChina’s Gold Buying…
Smartkarma Daily BriefsMay 18, 2023
Daily BriefsMacroIn today’s briefing: Supply Chain Reconfigurations Gaining SteamAsset Class Performance After the Final Hike –…
Smartkarma Daily BriefsMay 17, 2023
Daily BriefsMacroIn today’s briefing: USD Watch: Markets Vastly Underestimate the Impact on USD Funding from the…
Smartkarma Daily BriefsMay 16, 2023
