In today’s briefing: Socionext Placement - Valuation More Reasonable but past Secondary Offerings Have a…
Smartkarma Daily BriefsJuly 11, 2023
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: HSI Market Consultation: Foreign Companies, Industry Groups, HK CompaniesHang Seng Index Rebalance…
Smartkarma Daily BriefsJuly 10, 2023
Daily BriefsMost ReadIn today’s briefing: Socionext (6526 JP) - Pre-IPO Lockup Expiry Offering Will Double Real World…
Smartkarma Daily BriefsJuly 9, 2023
Daily BriefsMost ReadIn today’s briefing: Socionext (6526 JP) - Pre-IPO Lockup Expiry Offering Will Double Real World…
Smartkarma Daily BriefsJuly 8, 2023
Daily BriefsMost ReadIn today’s briefing: Socionext (6526 JP) - Pre-IPO Lockup Expiry Offering Will Double Real World…
Smartkarma Daily BriefsJuly 7, 2023
Daily BriefsMost ReadIn today’s briefing: Socionext Lock-Up - Up 2.67x Since IPO. US$930m Worth of Shares to…
Smartkarma Daily BriefsJuly 6, 2023
Daily BriefsEvent-DrivenIn today’s briefing: The Prosus/Naspers Ouroboros Spits Out Its Tail (Unwinds Cross-Holding to Go Back…
Smartkarma Daily BriefsJune 28, 2023
Daily BriefsEvent-DrivenIn today’s briefing: JIC Launches a NOT-¥1trln Tender Offer for JSR (4185). Welcome? Yes. Overwhelming?…
Smartkarma Daily BriefsJune 27, 2023
Daily BriefsEvent-DrivenIn today’s briefing: JIC To Launch ¥1 Trillion Takeover on JSR (4185)Merger Arb Mondays (26…
Smartkarma Daily BriefsJune 26, 2023
Daily BriefsEvent-DrivenIn today’s briefing: JSR Corporation (4185 JP): JIC’s Tender Offer Looming?Index Rebalance & ETF Flow…
Smartkarma Daily BriefsJune 25, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Celltrion Merger Announcement in July: Trading Angles Utilizing Appraisal Rights Exercise DynamicsSilver…
Smartkarma Daily BriefsJune 24, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2023): Ranking, Capping, Funding & Other…
Smartkarma Daily BriefsJune 23, 2023
Daily BriefsECMIn today’s briefing: Keppel Infrastructure Trust Placement - Very Well Flagged, Should Expect Some Short…
Smartkarma Daily BriefsApril 19, 2023
Daily BriefsECMIn today’s briefing: Anta Sports Placement - A Large Deal to Digest with Unknown Use…
Smartkarma Daily BriefsApril 18, 2023
Daily BriefsECMIn today’s briefing: TRACKING TRAFFIC/Lalatech IPO: Attractive Segment | 'Unbelievable' Cost Control | Hidden CompetitionPre-IPO…
Smartkarma Daily BriefsApril 17, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (16th Apr 2023) - Rakuten Bank, Harita Nickel, Merdeka Battery,…
Smartkarma Daily BriefsApril 16, 2023
Daily BriefsECMIn today’s briefing: IMotion Automotive Technology Pre-IPO TearsheetEquinor ADR: Initiation of Coverage – Recent Acquisitions…
Smartkarma Daily BriefsApril 15, 2023
Daily BriefsECMIn today’s briefing: Tata Technologies Pre-IPO - The Negatives - Still Has a Few IssuesRakuten…
Smartkarma Daily BriefsApril 14, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Ace Hardware Indonesia (ACES IJ) - Reasons to Be Helpful: Buy on…
Smartkarma Daily BriefsJuly 2, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Sumber Alfaria Trijaya (AMRT IJ) - The Digital Pantry of the Middle…
Smartkarma Daily BriefsJuly 1, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: APAC Luxury Industry Series: Luxury Travel Shines Amid Challenges for Traditional Luxury…
Smartkarma Daily BriefsJune 30, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Perfect Medical 1830 HK: High Conviction (8% Div Yield, Improving Outlook)Government Pressures…
Smartkarma Daily BriefsJune 29, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Fast Retailing (9983) | Is China Still Recovering?Hugel: A Solid Turnaround Story…
Smartkarma Daily BriefsJune 28, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Medley (4480 JP): 2023 Started on Strong Note; Full-Year Guidance Reaffirmed; Mid-Term…
Smartkarma Daily BriefsJune 27, 2023
Daily BriefsTMT/InternetIn today’s briefing: ALT Co IPO Valuation AnalysisECM Weekly (9th July 2023) - Socionext, Yongtai,…
Smartkarma Daily BriefsJuly 9, 2023
Daily BriefsTMT/InternetIn today’s briefing: Black Sesame Pre-IPO: Earnings Show Strong PotentialRoboSense Technology: A Risky IPO As…
Smartkarma Daily BriefsJuly 8, 2023
Daily BriefsTMT/InternetIn today’s briefing: The Rise of the Fourth Telco in Korea - Breaking the OligopolyFadu…
Smartkarma Daily BriefsJuly 7, 2023
Daily BriefsTMT/InternetIn today’s briefing: Socionext (6526 JP) - Pre-IPO Lockup Expiry Offering Will Double Real World…
Smartkarma Daily BriefsJuly 6, 2023
Daily BriefsTMT/InternetIn today’s briefing: Arteria Networks (4423) Tender Launches 5 July.PhilEnergy IPO Bookbuilding Results AnalysisAt the…
Smartkarma Daily BriefsJuly 5, 2023
Daily BriefsTMT/InternetIn today’s briefing: Fadu IPO PreviewBlack Sesame Pre-IPO TearsheetCSI500 Index Rebalance Preview: Potential Adds Outperforming…
Smartkarma Daily BriefsJuly 4, 2023
ChinaDaily BriefsIn today’s briefing: Shortlist Of High Conviction Ideas: Income, Value, and Margin of SafetyAlibaba (9988…
Smartkarma Daily BriefsJuly 4, 2023
ChinaDaily BriefsIn today’s briefing: HSCI Index Rebalance Preview and Stock Connect: The Final List for SeptemberMerger…
Smartkarma Daily BriefsJuly 3, 2023
ChinaDaily BriefsIn today’s briefing: Last Week in Event SPACE: Naspers/Prosus, Swire Pacific, NTT, Aussie Tax-Loss Selling:…
Smartkarma Daily BriefsJuly 2, 2023
ChinaDaily BriefsIn today’s briefing: Koolearn (1797 HK): Dimmer Outlook Not yet Priced InWeekly Wrap - 30…
Smartkarma Daily BriefsJuly 1, 2023
ChinaDaily BriefsIn today’s briefing: Swire Coke Sale Special Div Impacts B/A RatioTimes Neighborhood (9928 HK): China…
Smartkarma Daily BriefsJune 30, 2023
ChinaDaily BriefsIn today’s briefing: Poly Culture (3636 HK)’s Pre-Conditional Merger By AbsorptionPerfect Medical 1830 HK: High…
Smartkarma Daily BriefsJune 29, 2023
Daily BriefsJapanIn today’s briefing: Socionext (6526 JP) - Pre-IPO Lockup Expiry Offering Will Double Real World…
Smartkarma Daily BriefsJuly 6, 2023
Daily BriefsJapanIn today’s briefing: Arteria Networks (4423) Tender Launches 5 July.Toyo Construction (1890) Plans Governance Review,…
Smartkarma Daily BriefsJuly 5, 2023
Daily BriefsJapanIn today’s briefing: TRYT IPO: Valuation InsightsTakara Bio (4974 JP): Corona Cliff Set to Jeopardize…
Smartkarma Daily BriefsJuly 4, 2023
Daily BriefsJapanIn today’s briefing: Toyo Construction AGM : YFO Wins on Dramatic Foreign Shareholder DiscontentWeekly Deals…
Smartkarma Daily BriefsJuly 3, 2023
Daily BriefsJapanIn today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: DDH1/Perent, NWS, Mandala Multifinance, JSR Corp,…
Smartkarma Daily BriefsJuly 2, 2023
Daily BriefsJapanIn today’s briefing: Tryt IPO - Thoughts on Valuation - Even with Optimistics Forecasts, The…
Smartkarma Daily BriefsJuly 1, 2023
Daily BriefsMacroIn today’s briefing: Macro Watch: The Correct Calculations on How Severe This Banking Crisis Is..Real…
Smartkarma Daily BriefsMay 9, 2023
Daily BriefsMacroIn today’s briefing: As The Economic Outlook Gets Worse, We’re Becoming More UpbeatHow Market Structure…
Smartkarma Daily BriefsMay 8, 2023
Daily BriefsMacroIn today’s briefing: Weekly Market Monitor (18) - The Bank Domino Continues Weekly Market Monitor…
Smartkarma Daily BriefsMay 7, 2023
Daily BriefsMacroIn today’s briefing: TPW Advisory May Monthly: Forward TPW Advisory May Monthly: ForwardBy TPW AdvisoryIt’s…
Smartkarma Daily BriefsMay 6, 2023
Daily BriefsMacroIn today’s briefing: Powell Press Conference: Persistent and PainfulECB: More Ground to Cover Over MonthsCX…
Smartkarma Daily BriefsMay 5, 2023
Daily BriefsMacroIn today’s briefing: With Inflation Untamed, More Fed and ECB Rate Hikes Ahead Despite RecessionThe…
Smartkarma Daily BriefsMay 4, 2023
Daily BriefsMost ReadIn today’s briefing: Socionext Placement - Valuation More Reasonable but past Secondary Offerings Have a…
Smartkarma Daily BriefsJuly 11, 2023
Daily BriefsMost ReadIn today’s briefing: HSI Market Consultation: Foreign Companies, Industry Groups, HK CompaniesHang Seng Index Rebalance…
Smartkarma Daily BriefsJuly 10, 2023
Daily BriefsMost ReadIn today’s briefing: Socionext (6526 JP) - Pre-IPO Lockup Expiry Offering Will Double Real World…
Smartkarma Daily BriefsJuly 9, 2023
Daily BriefsMost ReadIn today’s briefing: Socionext (6526 JP) - Pre-IPO Lockup Expiry Offering Will Double Real World…
Smartkarma Daily BriefsJuly 8, 2023
Daily BriefsMost ReadIn today’s briefing: Socionext (6526 JP) - Pre-IPO Lockup Expiry Offering Will Double Real World…
Smartkarma Daily BriefsJuly 7, 2023
Daily BriefsMost ReadIn today’s briefing: Socionext Lock-Up - Up 2.67x Since IPO. US$930m Worth of Shares to…
Smartkarma Daily BriefsJuly 6, 2023
Daily BriefsEvent-DrivenIn today’s briefing: The Prosus/Naspers Ouroboros Spits Out Its Tail (Unwinds Cross-Holding to Go Back…
Smartkarma Daily BriefsJune 28, 2023
Daily BriefsEvent-DrivenIn today’s briefing: JIC Launches a NOT-¥1trln Tender Offer for JSR (4185). Welcome? Yes. Overwhelming?…
Smartkarma Daily BriefsJune 27, 2023
Daily BriefsEvent-DrivenIn today’s briefing: JIC To Launch ¥1 Trillion Takeover on JSR (4185)Merger Arb Mondays (26…
Smartkarma Daily BriefsJune 26, 2023
Daily BriefsEvent-DrivenIn today’s briefing: JSR Corporation (4185 JP): JIC’s Tender Offer Looming?Index Rebalance & ETF Flow…
Smartkarma Daily BriefsJune 25, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Celltrion Merger Announcement in July: Trading Angles Utilizing Appraisal Rights Exercise DynamicsSilver…
Smartkarma Daily BriefsJune 24, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2023): Ranking, Capping, Funding & Other…
Smartkarma Daily BriefsJune 23, 2023
Daily BriefsECMIn today’s briefing: Keppel Infrastructure Trust Placement - Very Well Flagged, Should Expect Some Short…
Smartkarma Daily BriefsApril 19, 2023
Daily BriefsECMIn today’s briefing: Anta Sports Placement - A Large Deal to Digest with Unknown Use…
Smartkarma Daily BriefsApril 18, 2023
Daily BriefsECMIn today’s briefing: TRACKING TRAFFIC/Lalatech IPO: Attractive Segment | 'Unbelievable' Cost Control | Hidden CompetitionPre-IPO…
Smartkarma Daily BriefsApril 17, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (16th Apr 2023) - Rakuten Bank, Harita Nickel, Merdeka Battery,…
Smartkarma Daily BriefsApril 16, 2023
Daily BriefsECMIn today’s briefing: IMotion Automotive Technology Pre-IPO TearsheetEquinor ADR: Initiation of Coverage – Recent Acquisitions…
Smartkarma Daily BriefsApril 15, 2023
Daily BriefsECMIn today’s briefing: Tata Technologies Pre-IPO - The Negatives - Still Has a Few IssuesRakuten…
Smartkarma Daily BriefsApril 14, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Ace Hardware Indonesia (ACES IJ) - Reasons to Be Helpful: Buy on…
Smartkarma Daily BriefsJuly 2, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Sumber Alfaria Trijaya (AMRT IJ) - The Digital Pantry of the Middle…
Smartkarma Daily BriefsJuly 1, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: APAC Luxury Industry Series: Luxury Travel Shines Amid Challenges for Traditional Luxury…
Smartkarma Daily BriefsJune 30, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Perfect Medical 1830 HK: High Conviction (8% Div Yield, Improving Outlook)Government Pressures…
Smartkarma Daily BriefsJune 29, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Fast Retailing (9983) | Is China Still Recovering?Hugel: A Solid Turnaround Story…
Smartkarma Daily BriefsJune 28, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Medley (4480 JP): 2023 Started on Strong Note; Full-Year Guidance Reaffirmed; Mid-Term…
Smartkarma Daily BriefsJune 27, 2023
Daily BriefsTMT/InternetIn today’s briefing: ALT Co IPO Valuation AnalysisECM Weekly (9th July 2023) - Socionext, Yongtai,…
Smartkarma Daily BriefsJuly 9, 2023
Daily BriefsTMT/InternetIn today’s briefing: Black Sesame Pre-IPO: Earnings Show Strong PotentialRoboSense Technology: A Risky IPO As…
Smartkarma Daily BriefsJuly 8, 2023
Daily BriefsTMT/InternetIn today’s briefing: The Rise of the Fourth Telco in Korea - Breaking the OligopolyFadu…
Smartkarma Daily BriefsJuly 7, 2023
Daily BriefsTMT/InternetIn today’s briefing: Socionext (6526 JP) - Pre-IPO Lockup Expiry Offering Will Double Real World…
Smartkarma Daily BriefsJuly 6, 2023
Daily BriefsTMT/InternetIn today’s briefing: Arteria Networks (4423) Tender Launches 5 July.PhilEnergy IPO Bookbuilding Results AnalysisAt the…
Smartkarma Daily BriefsJuly 5, 2023
Daily BriefsTMT/InternetIn today’s briefing: Fadu IPO PreviewBlack Sesame Pre-IPO TearsheetCSI500 Index Rebalance Preview: Potential Adds Outperforming…
Smartkarma Daily BriefsJuly 4, 2023
ChinaDaily BriefsIn today’s briefing: Shortlist Of High Conviction Ideas: Income, Value, and Margin of SafetyAlibaba (9988…
Smartkarma Daily BriefsJuly 4, 2023
ChinaDaily BriefsIn today’s briefing: HSCI Index Rebalance Preview and Stock Connect: The Final List for SeptemberMerger…
Smartkarma Daily BriefsJuly 3, 2023
ChinaDaily BriefsIn today’s briefing: Last Week in Event SPACE: Naspers/Prosus, Swire Pacific, NTT, Aussie Tax-Loss Selling:…
Smartkarma Daily BriefsJuly 2, 2023
ChinaDaily BriefsIn today’s briefing: Koolearn (1797 HK): Dimmer Outlook Not yet Priced InWeekly Wrap - 30…
Smartkarma Daily BriefsJuly 1, 2023
ChinaDaily BriefsIn today’s briefing: Swire Coke Sale Special Div Impacts B/A RatioTimes Neighborhood (9928 HK): China…
Smartkarma Daily BriefsJune 30, 2023
ChinaDaily BriefsIn today’s briefing: Poly Culture (3636 HK)’s Pre-Conditional Merger By AbsorptionPerfect Medical 1830 HK: High…
Smartkarma Daily BriefsJune 29, 2023
Daily BriefsJapanIn today’s briefing: Socionext (6526 JP) - Pre-IPO Lockup Expiry Offering Will Double Real World…
Smartkarma Daily BriefsJuly 6, 2023
Daily BriefsJapanIn today’s briefing: Arteria Networks (4423) Tender Launches 5 July.Toyo Construction (1890) Plans Governance Review,…
Smartkarma Daily BriefsJuly 5, 2023
Daily BriefsJapanIn today’s briefing: TRYT IPO: Valuation InsightsTakara Bio (4974 JP): Corona Cliff Set to Jeopardize…
Smartkarma Daily BriefsJuly 4, 2023
Daily BriefsJapanIn today’s briefing: Toyo Construction AGM : YFO Wins on Dramatic Foreign Shareholder DiscontentWeekly Deals…
Smartkarma Daily BriefsJuly 3, 2023
Daily BriefsJapanIn today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: DDH1/Perent, NWS, Mandala Multifinance, JSR Corp,…
Smartkarma Daily BriefsJuly 2, 2023
Daily BriefsJapanIn today’s briefing: Tryt IPO - Thoughts on Valuation - Even with Optimistics Forecasts, The…
Smartkarma Daily BriefsJuly 1, 2023
Daily BriefsMacroIn today’s briefing: Macro Watch: The Correct Calculations on How Severe This Banking Crisis Is..Real…
Smartkarma Daily BriefsMay 9, 2023
Daily BriefsMacroIn today’s briefing: As The Economic Outlook Gets Worse, We’re Becoming More UpbeatHow Market Structure…
Smartkarma Daily BriefsMay 8, 2023
Daily BriefsMacroIn today’s briefing: Weekly Market Monitor (18) - The Bank Domino Continues Weekly Market Monitor…
Smartkarma Daily BriefsMay 7, 2023
Daily BriefsMacroIn today’s briefing: TPW Advisory May Monthly: Forward TPW Advisory May Monthly: ForwardBy TPW AdvisoryIt’s…
Smartkarma Daily BriefsMay 6, 2023
Daily BriefsMacroIn today’s briefing: Powell Press Conference: Persistent and PainfulECB: More Ground to Cover Over MonthsCX…
Smartkarma Daily BriefsMay 5, 2023
Daily BriefsMacroIn today’s briefing: With Inflation Untamed, More Fed and ECB Rate Hikes Ahead Despite RecessionThe…
Smartkarma Daily BriefsMay 4, 2023
