In today’s briefing: KRX New Deal Index Rebalance Preview: A Change for Each IndexNTT (9432…
Smartkarma Daily BriefsJune 9, 2023
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: HSCI Index Rebalance Preview and Stock Connect: Potential Changes in SeptemberTencent Investee…
Smartkarma Daily BriefsJune 8, 2023
Daily BriefsMost ReadIn today’s briefing: HSCI Index Rebalance Preview and Stock Connect: Potential Changes in SeptemberNikkei 225…
Smartkarma Daily BriefsJune 7, 2023
Daily BriefsMost ReadIn today’s briefing: HSCI Index Rebalance Preview and Stock Connect: Potential Changes in SeptemberAnycolor (5032…
Smartkarma Daily BriefsJune 6, 2023
Daily BriefsMost ReadIn today’s briefing: Tax-Loss Selling in Australia - Brief Historical Analysis And A Trade BasketIndex…
Smartkarma Daily BriefsJune 5, 2023
Daily BriefsMost ReadIn today’s briefing: CES China Semiconductor Chips Index Rebalance: Six Changes in JuneCNI Semiconductor Chips…
Smartkarma Daily BriefsJune 4, 2023
Daily BriefsEvent-DrivenIn today’s briefing: EOFlow Tender Offer: Preconditions for Closure, Cancellation Risk, & Targetable AllocationISC's Tender…
Smartkarma Daily BriefsMay 27, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Cosmo Energy (5021) In a Display of Stunningly Bad Governance; If You…
Smartkarma Daily BriefsMay 26, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Rakuten (4755 JP) - A Tricky Offering But Lots of Non-Fundamental Long…
Smartkarma Daily BriefsMay 25, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Rakuten Bank - Big TOPIX Inclusion Next WeekKOSPI200 Ad Hoc Index Rebalance:…
Smartkarma Daily BriefsMay 24, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Taiwan Top 50 ETF Rebalance: One Change Expected in JuneRakuten US$2.4bn Placement…
Smartkarma Daily BriefsMay 23, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Nikkei 225 Vs TOPIX DynamicsMerger Arb Mondays (22 May) - HKBN, Newcrest,…
Smartkarma Daily BriefsMay 22, 2023
Daily BriefsECMIn today’s briefing: SBI Sumishin Net Bank IPO: An IPO Price Range in the Wake…
Smartkarma Daily BriefsMarch 15, 2023
Daily BriefsECMIn today’s briefing: Japan Post Bank (7182 JP): JPY1,131 Offer Price; Updated PlaybookSBI Sumishin Net…
Smartkarma Daily BriefsMarch 14, 2023
Daily BriefsECMIn today’s briefing: Weekly Deals Digest (12 Mar) - Japan Post Bank, SBI Sumishin, ASMPT,…
Smartkarma Daily BriefsMarch 13, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (12th Mar 2023) - Meituan, Japan Post Bank, SBI Sumishin,…
Smartkarma Daily BriefsMarch 12, 2023
Daily BriefsECMIn today’s briefing: Corteva Inc.: Launch Of Vorceed Enlist Corn Products & Other DriversFidelity National…
Smartkarma Daily BriefsMarch 11, 2023
Daily BriefsECMIn today’s briefing: JF Wealth IPO Trading - Tepid Subscription Here Probably Won’t Buck Recent…
Smartkarma Daily BriefsMarch 10, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: BYD Company: Moves to Top Auto Holding in EMPinduoduo (PDD US): Deciphering…
Smartkarma Daily BriefsMay 31, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Taiwan Tech Weekly: Nvidia in Taiwan - Everyone Will Need 'AI Factories';…
Smartkarma Daily BriefsMay 30, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Cathay Pacific (293 HK): Hard Landing Taiwan Dual-Listings: ADR Premiums Surge to…
Smartkarma Daily BriefsMay 29, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: SJM Holdings Ltd: Large Refi of Debt Buys Time for Grand Lisboa…
Smartkarma Daily BriefsMay 28, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Meituan: Strong 1Q with Operating Profits; No Disclosure on User Numbers and…
Smartkarma Daily BriefsMay 27, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Nvidia Results Blow-Out: Multi-Year Growth Ahead; Wiwynn in Taiwan, Plus a Smallcap…
Smartkarma Daily BriefsMay 26, 2023
Daily BriefsTMT/InternetIn today’s briefing: Alibaba Potential IPOs - The Final Part - Quick Look at Investees…
Smartkarma Daily BriefsJune 7, 2023
Daily BriefsTMT/InternetIn today’s briefing: TOPIX Inclusions: Who Is Ready (Jun 2023)Shopee Faces Decision on Brazil Amid…
Smartkarma Daily BriefsJune 6, 2023
Daily BriefsTMT/InternetIn today’s briefing: Nexon Founder Family Hands Over 4.7 Trillion Won Worth of NXC to…
Smartkarma Daily BriefsJune 5, 2023
Daily BriefsTMT/InternetIn today’s briefing: Heads Up: Selling Event of a 30% Stake in NXC (Nexon Parent…
Smartkarma Daily BriefsJune 4, 2023
Daily BriefsTMT/InternetIn today’s briefing: BILI US, SELL, TP US$14.1, Target Price Change: Thriving Gaming Market Makes…
Smartkarma Daily BriefsJune 3, 2023
Daily BriefsTMT/InternetIn today’s briefing: Will Intel Ride The AI Wave?Blibili (9626 HK): 1Q23, Consequence of Subsidy…
Smartkarma Daily BriefsJune 2, 2023
ChinaDaily BriefsIn today’s briefing: JD.com: Three Key ControversiesBlibili (9626 HK): 1Q23, Consequence of Subsidy Cut, Downgrade…
Smartkarma Daily BriefsJune 2, 2023
ChinaDaily BriefsIn today’s briefing: Tencent Nearing Our Buy ZoneYashili (1230 HK): Scheme Doc Out. 23 June…
Smartkarma Daily BriefsJune 1, 2023
ChinaDaily BriefsIn today’s briefing: BYD Company: Moves to Top Auto Holding in EMPinduoduo (PDD US): Deciphering…
Smartkarma Daily BriefsMay 31, 2023
ChinaDaily BriefsIn today’s briefing: StubWorld: China Conch Trades Cheap. As Does AnhuiCNI Semiconductor Chips Index Rebalance:…
Smartkarma Daily BriefsMay 30, 2023
ChinaDaily BriefsIn today’s briefing: Golden Eagle Retail (3308 HK): Controlling Family’s Privatisation Offer at HK$6.88CES China…
Smartkarma Daily BriefsMay 29, 2023
ChinaDaily BriefsIn today’s briefing: STAR50 Index Rebalance: Two Changes in June (As Expected)SSE50 Index Rebalance: 5…
Smartkarma Daily BriefsMay 28, 2023
Daily BriefsJapanIn today’s briefing: Seven & I: ValueAct's Proposals Unlikely to Be Considered, Investor Activism Effectively…
Smartkarma Daily BriefsJune 3, 2023
Daily BriefsJapanIn today’s briefing: Anycolor (5032 JP) - Moving to Prime Next Week, TOPIX Inclusion Next…
Smartkarma Daily BriefsJune 2, 2023
Daily BriefsJapanIn today’s briefing: (Mostly) Asia M&A, May 2023: Allkem / Livent, InvoCare, Golden Eagle, Yita…
Smartkarma Daily BriefsJune 1, 2023
Daily BriefsJapanIn today’s briefing: Quiddity Leaderboard JPX-Nikkei 400: End-May 2023Canon NanoImprint. EUV Slayer or Damp Squib?Kawasaki…
Smartkarma Daily BriefsMay 31, 2023
Daily BriefsJapanIn today’s briefing: Rakuten (4755) - TSE Neglects Its Ad Hoc Powers - Less Bigly…
Smartkarma Daily BriefsMay 30, 2023
Daily BriefsJapanIn today’s briefing: Assessing the Canon Buyback and Follow-On PerformanceWeekly Deals Digest (28 May) -…
Smartkarma Daily BriefsMay 29, 2023
Daily BriefsMacroIn today’s briefing: Japan Watch: The Flight Back Home Japan Watch: The Flight Back HomeBy…
Smartkarma Daily BriefsApril 7, 2023
Daily BriefsMacroIn today’s briefing: Vietnam’s Economy Is on Shaky GroundMacro Regime Model Update: Qe-Like Environment ContinuesMalaysia’s…
Smartkarma Daily BriefsApril 6, 2023
Daily BriefsMacroIn today’s briefing: Oil Prices Soar when OPEC Cuts Production Oil Prices Soar when OPEC…
Smartkarma Daily BriefsApril 5, 2023
Daily BriefsMacroIn today’s briefing: The Week the Was in ASEAN@Smartkarma - Mitra Adiperkasa, Bukalapak, and Singapore…
Smartkarma Daily BriefsApril 4, 2023
Daily BriefsMacroIn today’s briefing: US Banking System: Repeat of 2008 Unlikely as Fed Separates Balance Sheet…
Smartkarma Daily BriefsApril 3, 2023
Daily BriefsMacroDaily Brief Macro: End of Mandatory Lock-Up Periods for 52 Companies in Korea in April 2023 and more
In today’s briefing: End of Mandatory Lock-Up Periods for 52 Companies in Korea in April…
Smartkarma Daily BriefsApril 1, 2023
Daily BriefsMost ReadIn today’s briefing: KRX New Deal Index Rebalance Preview: A Change for Each IndexNTT (9432…
Smartkarma Daily BriefsJune 9, 2023
Daily BriefsMost ReadIn today’s briefing: HSCI Index Rebalance Preview and Stock Connect: Potential Changes in SeptemberTencent Investee…
Smartkarma Daily BriefsJune 8, 2023
Daily BriefsMost ReadIn today’s briefing: HSCI Index Rebalance Preview and Stock Connect: Potential Changes in SeptemberNikkei 225…
Smartkarma Daily BriefsJune 7, 2023
Daily BriefsMost ReadIn today’s briefing: HSCI Index Rebalance Preview and Stock Connect: Potential Changes in SeptemberAnycolor (5032…
Smartkarma Daily BriefsJune 6, 2023
Daily BriefsMost ReadIn today’s briefing: Tax-Loss Selling in Australia - Brief Historical Analysis And A Trade BasketIndex…
Smartkarma Daily BriefsJune 5, 2023
Daily BriefsMost ReadIn today’s briefing: CES China Semiconductor Chips Index Rebalance: Six Changes in JuneCNI Semiconductor Chips…
Smartkarma Daily BriefsJune 4, 2023
Daily BriefsEvent-DrivenIn today’s briefing: EOFlow Tender Offer: Preconditions for Closure, Cancellation Risk, & Targetable AllocationISC's Tender…
Smartkarma Daily BriefsMay 27, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Cosmo Energy (5021) In a Display of Stunningly Bad Governance; If You…
Smartkarma Daily BriefsMay 26, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Rakuten (4755 JP) - A Tricky Offering But Lots of Non-Fundamental Long…
Smartkarma Daily BriefsMay 25, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Rakuten Bank - Big TOPIX Inclusion Next WeekKOSPI200 Ad Hoc Index Rebalance:…
Smartkarma Daily BriefsMay 24, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Taiwan Top 50 ETF Rebalance: One Change Expected in JuneRakuten US$2.4bn Placement…
Smartkarma Daily BriefsMay 23, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Nikkei 225 Vs TOPIX DynamicsMerger Arb Mondays (22 May) - HKBN, Newcrest,…
Smartkarma Daily BriefsMay 22, 2023
Daily BriefsECMIn today’s briefing: SBI Sumishin Net Bank IPO: An IPO Price Range in the Wake…
Smartkarma Daily BriefsMarch 15, 2023
Daily BriefsECMIn today’s briefing: Japan Post Bank (7182 JP): JPY1,131 Offer Price; Updated PlaybookSBI Sumishin Net…
Smartkarma Daily BriefsMarch 14, 2023
Daily BriefsECMIn today’s briefing: Weekly Deals Digest (12 Mar) - Japan Post Bank, SBI Sumishin, ASMPT,…
Smartkarma Daily BriefsMarch 13, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (12th Mar 2023) - Meituan, Japan Post Bank, SBI Sumishin,…
Smartkarma Daily BriefsMarch 12, 2023
Daily BriefsECMIn today’s briefing: Corteva Inc.: Launch Of Vorceed Enlist Corn Products & Other DriversFidelity National…
Smartkarma Daily BriefsMarch 11, 2023
Daily BriefsECMIn today’s briefing: JF Wealth IPO Trading - Tepid Subscription Here Probably Won’t Buck Recent…
Smartkarma Daily BriefsMarch 10, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: BYD Company: Moves to Top Auto Holding in EMPinduoduo (PDD US): Deciphering…
Smartkarma Daily BriefsMay 31, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Taiwan Tech Weekly: Nvidia in Taiwan - Everyone Will Need 'AI Factories';…
Smartkarma Daily BriefsMay 30, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Cathay Pacific (293 HK): Hard Landing Taiwan Dual-Listings: ADR Premiums Surge to…
Smartkarma Daily BriefsMay 29, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: SJM Holdings Ltd: Large Refi of Debt Buys Time for Grand Lisboa…
Smartkarma Daily BriefsMay 28, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Meituan: Strong 1Q with Operating Profits; No Disclosure on User Numbers and…
Smartkarma Daily BriefsMay 27, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Nvidia Results Blow-Out: Multi-Year Growth Ahead; Wiwynn in Taiwan, Plus a Smallcap…
Smartkarma Daily BriefsMay 26, 2023
Daily BriefsTMT/InternetIn today’s briefing: Alibaba Potential IPOs - The Final Part - Quick Look at Investees…
Smartkarma Daily BriefsJune 7, 2023
Daily BriefsTMT/InternetIn today’s briefing: TOPIX Inclusions: Who Is Ready (Jun 2023)Shopee Faces Decision on Brazil Amid…
Smartkarma Daily BriefsJune 6, 2023
Daily BriefsTMT/InternetIn today’s briefing: Nexon Founder Family Hands Over 4.7 Trillion Won Worth of NXC to…
Smartkarma Daily BriefsJune 5, 2023
Daily BriefsTMT/InternetIn today’s briefing: Heads Up: Selling Event of a 30% Stake in NXC (Nexon Parent…
Smartkarma Daily BriefsJune 4, 2023
Daily BriefsTMT/InternetIn today’s briefing: BILI US, SELL, TP US$14.1, Target Price Change: Thriving Gaming Market Makes…
Smartkarma Daily BriefsJune 3, 2023
Daily BriefsTMT/InternetIn today’s briefing: Will Intel Ride The AI Wave?Blibili (9626 HK): 1Q23, Consequence of Subsidy…
Smartkarma Daily BriefsJune 2, 2023
ChinaDaily BriefsIn today’s briefing: JD.com: Three Key ControversiesBlibili (9626 HK): 1Q23, Consequence of Subsidy Cut, Downgrade…
Smartkarma Daily BriefsJune 2, 2023
ChinaDaily BriefsIn today’s briefing: Tencent Nearing Our Buy ZoneYashili (1230 HK): Scheme Doc Out. 23 June…
Smartkarma Daily BriefsJune 1, 2023
ChinaDaily BriefsIn today’s briefing: BYD Company: Moves to Top Auto Holding in EMPinduoduo (PDD US): Deciphering…
Smartkarma Daily BriefsMay 31, 2023
ChinaDaily BriefsIn today’s briefing: StubWorld: China Conch Trades Cheap. As Does AnhuiCNI Semiconductor Chips Index Rebalance:…
Smartkarma Daily BriefsMay 30, 2023
ChinaDaily BriefsIn today’s briefing: Golden Eagle Retail (3308 HK): Controlling Family’s Privatisation Offer at HK$6.88CES China…
Smartkarma Daily BriefsMay 29, 2023
ChinaDaily BriefsIn today’s briefing: STAR50 Index Rebalance: Two Changes in June (As Expected)SSE50 Index Rebalance: 5…
Smartkarma Daily BriefsMay 28, 2023
Daily BriefsJapanIn today’s briefing: Seven & I: ValueAct's Proposals Unlikely to Be Considered, Investor Activism Effectively…
Smartkarma Daily BriefsJune 3, 2023
Daily BriefsJapanIn today’s briefing: Anycolor (5032 JP) - Moving to Prime Next Week, TOPIX Inclusion Next…
Smartkarma Daily BriefsJune 2, 2023
Daily BriefsJapanIn today’s briefing: (Mostly) Asia M&A, May 2023: Allkem / Livent, InvoCare, Golden Eagle, Yita…
Smartkarma Daily BriefsJune 1, 2023
Daily BriefsJapanIn today’s briefing: Quiddity Leaderboard JPX-Nikkei 400: End-May 2023Canon NanoImprint. EUV Slayer or Damp Squib?Kawasaki…
Smartkarma Daily BriefsMay 31, 2023
Daily BriefsJapanIn today’s briefing: Rakuten (4755) - TSE Neglects Its Ad Hoc Powers - Less Bigly…
Smartkarma Daily BriefsMay 30, 2023
Daily BriefsJapanIn today’s briefing: Assessing the Canon Buyback and Follow-On PerformanceWeekly Deals Digest (28 May) -…
Smartkarma Daily BriefsMay 29, 2023
Daily BriefsMacroIn today’s briefing: Japan Watch: The Flight Back Home Japan Watch: The Flight Back HomeBy…
Smartkarma Daily BriefsApril 7, 2023
Daily BriefsMacroIn today’s briefing: Vietnam’s Economy Is on Shaky GroundMacro Regime Model Update: Qe-Like Environment ContinuesMalaysia’s…
Smartkarma Daily BriefsApril 6, 2023
Daily BriefsMacroIn today’s briefing: Oil Prices Soar when OPEC Cuts Production Oil Prices Soar when OPEC…
Smartkarma Daily BriefsApril 5, 2023
Daily BriefsMacroIn today’s briefing: The Week the Was in ASEAN@Smartkarma - Mitra Adiperkasa, Bukalapak, and Singapore…
Smartkarma Daily BriefsApril 4, 2023
Daily BriefsMacroIn today’s briefing: US Banking System: Repeat of 2008 Unlikely as Fed Separates Balance Sheet…
Smartkarma Daily BriefsApril 3, 2023
Daily BriefsMacroDaily Brief Macro: End of Mandatory Lock-Up Periods for 52 Companies in Korea in April 2023 and more
In today’s briefing: End of Mandatory Lock-Up Periods for 52 Companies in Korea in April…
Smartkarma Daily BriefsApril 1, 2023
