In today’s briefing: CES China Semiconductor Chips Index Rebalance: Six Changes in JuneCNI Semiconductor Chips…
Smartkarma Daily BriefsJune 3, 2023
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Yuanta/P-Shares Taiwan Dividend+ ETF Preview: Two Weeks to CutoffCNI Semiconductor Chips Index…
Smartkarma Daily BriefsJune 2, 2023
Daily BriefsMost ReadIn today’s briefing: CNI Semiconductor Chips Index Rebalance: Multiple Inflows for the InclusionsRelia (4708 JP)…
Smartkarma Daily BriefsJune 1, 2023
Daily BriefsMost ReadIn today’s briefing: Rakuten (4755) - TSE Neglects Its Ad Hoc Powers - Less Bigly…
Smartkarma Daily BriefsMay 31, 2023
Daily BriefsMost ReadIn today’s briefing: CSI300 Index Rebalance: 9 Changes as Discretion UsedCSI500 Index Rebalance: Adds Starting…
Smartkarma Daily BriefsMay 30, 2023
Daily BriefsMost ReadIn today’s briefing: US Debt Ceiling Raise Tells Us Gold Is Going Up… It Must…
Smartkarma Daily BriefsMay 29, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Last Week in Event SPACE: Shinsei Bank, China Everbright, Rakuten, Sony CorpOfficial…
Smartkarma Daily BriefsMay 21, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Preemptive Flow Trading Opportunities with the Fastest-Growing Sector ETFs in KoreaTake-Private Interest…
Smartkarma Daily BriefsMay 20, 2023
Daily BriefsEvent-DrivenIn today’s briefing: KOSPI200 Index Rebalance: Two Sets of ChangesSony (6758 JP) - Big-But-Meh Buyback,…
Smartkarma Daily BriefsMay 19, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Canon Buyback - 18th in a Row at the Same Size, But…
Smartkarma Daily BriefsMay 18, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Rakuten (4755 JP) - A Big Deal With Very Interesting Characteristics -…
Smartkarma Daily BriefsMay 17, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Yuexiu Rights - The Trading Pattern FitsJAPAN BUYBACKS - Alfresa (2784) Cheap…
Smartkarma Daily BriefsMay 16, 2023
Daily BriefsECMIn today’s briefing: Japan Post Bank (7182 JP): The Current PlaybookCarsales Renounceable Entitlement Offer -…
Smartkarma Daily BriefsMarch 9, 2023
Daily BriefsECMIn today’s briefing: Doosan Bobcat Placement - Past Deal Didn’t Do Well, This Time Could…
Smartkarma Daily BriefsMarch 8, 2023
Daily BriefsECMIn today’s briefing: SBI Sumishin Net Bank Pre-IPO - Revised Forecast and Valuations - RoA…
Smartkarma Daily BriefsMarch 7, 2023
Daily BriefsECMIn today’s briefing: SBI Sumishin Net Bank IPO: Valuation InsightsWeekly Deals Digest (05 Mar) -…
Smartkarma Daily BriefsMarch 6, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (5th Mar 2023) - Japan Post Bank, Kansai, Vanke, Otsuka,…
Smartkarma Daily BriefsMarch 5, 2023
Daily BriefsECMIn today’s briefing: Initial Thoughts on the Ecopro Materials IPOSalesforce Inc.: Major DriversAutodesk Inc.: Launch…
Smartkarma Daily BriefsMarch 4, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Dickson Concepts 113 HK: Straight From The Ben Graham Stable, >40% Discount…
Smartkarma Daily BriefsMay 25, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Tencent/Netease: Game Approval Rotation in MayWistron Corp: Valuations Stretched After a 96%…
Smartkarma Daily BriefsMay 24, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba (BABA US): What It Takes for Re-RatingGrab (GRAB US) - Living…
Smartkarma Daily BriefsMay 23, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Olympus Corp (7733 JP): FY23 Result Missed Expectation; Initiated Muted FY24 ForecastTaiwan…
Smartkarma Daily BriefsMay 22, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Tokyo Electron. Betting Big On MAGIC Despite The DownturnKPIT Tech: Strong Q4FY23…
Smartkarma Daily BriefsMay 21, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Grab: Strong Earnings Beat Fails to Impress Market as Growth Rates Decelerating:…
Smartkarma Daily BriefsMay 20, 2023
Daily BriefsTMT/InternetIn today’s briefing: Tencent Nearing Our Buy ZoneFlow Trading Opportunities Brought by the AI Rally:…
Smartkarma Daily BriefsJune 1, 2023
Daily BriefsTMT/InternetIn today’s briefing: Canon NanoImprint. EUV Slayer or Damp Squib?Alibaba Potential IPOs - Part 4…
Smartkarma Daily BriefsMay 31, 2023
Daily BriefsTMT/InternetIn today’s briefing: CNI Semiconductor Chips Index Rebalance: Multiple Inflows for the InclusionsTaiwan Tech Weekly:…
Smartkarma Daily BriefsMay 30, 2023
Daily BriefsTMT/InternetIn today’s briefing: NVIDIA. Yikes! Have We Missed The Boat?CES China Semiconductor Chips Index Rebalance:…
Smartkarma Daily BriefsMay 29, 2023
Daily BriefsTMT/InternetIn today’s briefing: Cloudflare Inc.: Does It Have A Sustainable Competitive Advantage? – Key DriversFidelity…
Smartkarma Daily BriefsMay 28, 2023
Daily BriefsTMT/InternetIn today’s briefing: ISC's Tender Offer Possibility Is Decreasing, Indicating a Potential Shorting OpportunityMeituan: Strong…
Smartkarma Daily BriefsMay 27, 2023
ChinaDaily BriefsIn today’s briefing: Meituan: Strong 1Q with Operating Profits; No Disclosure on User Numbers and…
Smartkarma Daily BriefsMay 27, 2023
ChinaDaily BriefsIn today’s briefing: StubWorld: Swire Drifts Lower As Cathay Faces Discrimination ClaimGrowatt Technology IPO: Valuation…
Smartkarma Daily BriefsMay 26, 2023
ChinaDaily BriefsIn today’s briefing: JD Industrials Pre-IPO - Peer ComparisonDickson Concepts 113 HK: Straight From The…
Smartkarma Daily BriefsMay 25, 2023
ChinaDaily BriefsIn today’s briefing: Alibaba Kicks Off Overhaul With Spinoff and Share Sale TargetsGrowatt Technology IPO:…
Smartkarma Daily BriefsMay 24, 2023
ChinaDaily BriefsIn today’s briefing: Alibaba (BABA US): What It Takes for Re-RatingECM Asia Takeaways from Hong…
Smartkarma Daily BriefsMay 23, 2023
ChinaDaily BriefsIn today’s briefing: Merger Arb Mondays (22 May) - HKBN, Newcrest, InvoCare, United Malt, Golden…
Smartkarma Daily BriefsMay 22, 2023
Daily BriefsJapanDaily Brief Japan: Rakuten, Japan Post Holdings, Kurita Water Industries, Toyo Construction and more
In today’s briefing: ECM Weekly (28th May 2023) - HK Trip Notes, Rakuten, JD Ind,…
Smartkarma Daily BriefsMay 28, 2023
Daily BriefsJapanIn today’s briefing: Cosmo Energy (5021) In a Display of Stunningly Bad Governance; If You…
Smartkarma Daily BriefsMay 26, 2023
Daily BriefsJapanIn today’s briefing: Rakuten (4755 JP) - A Tricky Offering But Lots of Non-Fundamental Long…
Smartkarma Daily BriefsMay 25, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Bank - Big TOPIX Inclusion Next WeekRakuten (4755 JP): The Current…
Smartkarma Daily BriefsMay 24, 2023
Daily BriefsJapanIn today’s briefing: Rakuten US$2.4bn Placement - Recent Updates and Comparison to past DealsNippon Prologis…
Smartkarma Daily BriefsMay 23, 2023
Daily BriefsJapanIn today’s briefing: Nikkei 225 Vs TOPIX DynamicsECM Weekly (21st May 2023) - Alibaba, Cainiao,…
Smartkarma Daily BriefsMay 22, 2023
Daily BriefsMacroIn today’s briefing: US Dollar is Dead ReduxDemographics Watch – a Public Debt TimebombEurozone Deposits…
Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsMacroIn today’s briefing: Financial Stresses a Potential Drag on Asian Economic ProspectsNavigating Turbulent Markets: The…
Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsMacroIn today’s briefing: Money Watch: How Do We Track Deposit Flights?The Week That Was in…
Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsMacroIn today’s briefing: Bank Watch – Deutsche, Deustche Alles Ist VorbeiA Fed Put of a…
Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsMacroIn today’s briefing: Crisis, What Crisis! – The Drivers of Global Liquidity and What to…
Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsMacroIn today’s briefing: The Chinese Subscription PlanMoney Watch: Is the BTFP Just Another Form of…
Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsMost ReadIn today’s briefing: CES China Semiconductor Chips Index Rebalance: Six Changes in JuneCNI Semiconductor Chips…
Smartkarma Daily BriefsJune 3, 2023
Daily BriefsMost ReadIn today’s briefing: Yuanta/P-Shares Taiwan Dividend+ ETF Preview: Two Weeks to CutoffCNI Semiconductor Chips Index…
Smartkarma Daily BriefsJune 2, 2023
Daily BriefsMost ReadIn today’s briefing: CNI Semiconductor Chips Index Rebalance: Multiple Inflows for the InclusionsRelia (4708 JP)…
Smartkarma Daily BriefsJune 1, 2023
Daily BriefsMost ReadIn today’s briefing: Rakuten (4755) - TSE Neglects Its Ad Hoc Powers - Less Bigly…
Smartkarma Daily BriefsMay 31, 2023
Daily BriefsMost ReadIn today’s briefing: CSI300 Index Rebalance: 9 Changes as Discretion UsedCSI500 Index Rebalance: Adds Starting…
Smartkarma Daily BriefsMay 30, 2023
Daily BriefsMost ReadIn today’s briefing: US Debt Ceiling Raise Tells Us Gold Is Going Up… It Must…
Smartkarma Daily BriefsMay 29, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Last Week in Event SPACE: Shinsei Bank, China Everbright, Rakuten, Sony CorpOfficial…
Smartkarma Daily BriefsMay 21, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Preemptive Flow Trading Opportunities with the Fastest-Growing Sector ETFs in KoreaTake-Private Interest…
Smartkarma Daily BriefsMay 20, 2023
Daily BriefsEvent-DrivenIn today’s briefing: KOSPI200 Index Rebalance: Two Sets of ChangesSony (6758 JP) - Big-But-Meh Buyback,…
Smartkarma Daily BriefsMay 19, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Canon Buyback - 18th in a Row at the Same Size, But…
Smartkarma Daily BriefsMay 18, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Rakuten (4755 JP) - A Big Deal With Very Interesting Characteristics -…
Smartkarma Daily BriefsMay 17, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Yuexiu Rights - The Trading Pattern FitsJAPAN BUYBACKS - Alfresa (2784) Cheap…
Smartkarma Daily BriefsMay 16, 2023
Daily BriefsECMIn today’s briefing: Japan Post Bank (7182 JP): The Current PlaybookCarsales Renounceable Entitlement Offer -…
Smartkarma Daily BriefsMarch 9, 2023
Daily BriefsECMIn today’s briefing: Doosan Bobcat Placement - Past Deal Didn’t Do Well, This Time Could…
Smartkarma Daily BriefsMarch 8, 2023
Daily BriefsECMIn today’s briefing: SBI Sumishin Net Bank Pre-IPO - Revised Forecast and Valuations - RoA…
Smartkarma Daily BriefsMarch 7, 2023
Daily BriefsECMIn today’s briefing: SBI Sumishin Net Bank IPO: Valuation InsightsWeekly Deals Digest (05 Mar) -…
Smartkarma Daily BriefsMarch 6, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (5th Mar 2023) - Japan Post Bank, Kansai, Vanke, Otsuka,…
Smartkarma Daily BriefsMarch 5, 2023
Daily BriefsECMIn today’s briefing: Initial Thoughts on the Ecopro Materials IPOSalesforce Inc.: Major DriversAutodesk Inc.: Launch…
Smartkarma Daily BriefsMarch 4, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Dickson Concepts 113 HK: Straight From The Ben Graham Stable, >40% Discount…
Smartkarma Daily BriefsMay 25, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Tencent/Netease: Game Approval Rotation in MayWistron Corp: Valuations Stretched After a 96%…
Smartkarma Daily BriefsMay 24, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba (BABA US): What It Takes for Re-RatingGrab (GRAB US) - Living…
Smartkarma Daily BriefsMay 23, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Olympus Corp (7733 JP): FY23 Result Missed Expectation; Initiated Muted FY24 ForecastTaiwan…
Smartkarma Daily BriefsMay 22, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Tokyo Electron. Betting Big On MAGIC Despite The DownturnKPIT Tech: Strong Q4FY23…
Smartkarma Daily BriefsMay 21, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Grab: Strong Earnings Beat Fails to Impress Market as Growth Rates Decelerating:…
Smartkarma Daily BriefsMay 20, 2023
Daily BriefsTMT/InternetIn today’s briefing: Tencent Nearing Our Buy ZoneFlow Trading Opportunities Brought by the AI Rally:…
Smartkarma Daily BriefsJune 1, 2023
Daily BriefsTMT/InternetIn today’s briefing: Canon NanoImprint. EUV Slayer or Damp Squib?Alibaba Potential IPOs - Part 4…
Smartkarma Daily BriefsMay 31, 2023
Daily BriefsTMT/InternetIn today’s briefing: CNI Semiconductor Chips Index Rebalance: Multiple Inflows for the InclusionsTaiwan Tech Weekly:…
Smartkarma Daily BriefsMay 30, 2023
Daily BriefsTMT/InternetIn today’s briefing: NVIDIA. Yikes! Have We Missed The Boat?CES China Semiconductor Chips Index Rebalance:…
Smartkarma Daily BriefsMay 29, 2023
Daily BriefsTMT/InternetIn today’s briefing: Cloudflare Inc.: Does It Have A Sustainable Competitive Advantage? – Key DriversFidelity…
Smartkarma Daily BriefsMay 28, 2023
Daily BriefsTMT/InternetIn today’s briefing: ISC's Tender Offer Possibility Is Decreasing, Indicating a Potential Shorting OpportunityMeituan: Strong…
Smartkarma Daily BriefsMay 27, 2023
ChinaDaily BriefsIn today’s briefing: Meituan: Strong 1Q with Operating Profits; No Disclosure on User Numbers and…
Smartkarma Daily BriefsMay 27, 2023
ChinaDaily BriefsIn today’s briefing: StubWorld: Swire Drifts Lower As Cathay Faces Discrimination ClaimGrowatt Technology IPO: Valuation…
Smartkarma Daily BriefsMay 26, 2023
ChinaDaily BriefsIn today’s briefing: JD Industrials Pre-IPO - Peer ComparisonDickson Concepts 113 HK: Straight From The…
Smartkarma Daily BriefsMay 25, 2023
ChinaDaily BriefsIn today’s briefing: Alibaba Kicks Off Overhaul With Spinoff and Share Sale TargetsGrowatt Technology IPO:…
Smartkarma Daily BriefsMay 24, 2023
ChinaDaily BriefsIn today’s briefing: Alibaba (BABA US): What It Takes for Re-RatingECM Asia Takeaways from Hong…
Smartkarma Daily BriefsMay 23, 2023
ChinaDaily BriefsIn today’s briefing: Merger Arb Mondays (22 May) - HKBN, Newcrest, InvoCare, United Malt, Golden…
Smartkarma Daily BriefsMay 22, 2023
Daily BriefsJapanDaily Brief Japan: Rakuten, Japan Post Holdings, Kurita Water Industries, Toyo Construction and more
In today’s briefing: ECM Weekly (28th May 2023) - HK Trip Notes, Rakuten, JD Ind,…
Smartkarma Daily BriefsMay 28, 2023
Daily BriefsJapanIn today’s briefing: Cosmo Energy (5021) In a Display of Stunningly Bad Governance; If You…
Smartkarma Daily BriefsMay 26, 2023
Daily BriefsJapanIn today’s briefing: Rakuten (4755 JP) - A Tricky Offering But Lots of Non-Fundamental Long…
Smartkarma Daily BriefsMay 25, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Bank - Big TOPIX Inclusion Next WeekRakuten (4755 JP): The Current…
Smartkarma Daily BriefsMay 24, 2023
Daily BriefsJapanIn today’s briefing: Rakuten US$2.4bn Placement - Recent Updates and Comparison to past DealsNippon Prologis…
Smartkarma Daily BriefsMay 23, 2023
Daily BriefsJapanIn today’s briefing: Nikkei 225 Vs TOPIX DynamicsECM Weekly (21st May 2023) - Alibaba, Cainiao,…
Smartkarma Daily BriefsMay 22, 2023
Daily BriefsMacroIn today’s briefing: US Dollar is Dead ReduxDemographics Watch – a Public Debt TimebombEurozone Deposits…
Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsMacroIn today’s briefing: Financial Stresses a Potential Drag on Asian Economic ProspectsNavigating Turbulent Markets: The…
Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsMacroIn today’s briefing: Money Watch: How Do We Track Deposit Flights?The Week That Was in…
Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsMacroIn today’s briefing: Bank Watch – Deutsche, Deustche Alles Ist VorbeiA Fed Put of a…
Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsMacroIn today’s briefing: Crisis, What Crisis! – The Drivers of Global Liquidity and What to…
Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsMacroIn today’s briefing: The Chinese Subscription PlanMoney Watch: Is the BTFP Just Another Form of…
Smartkarma Daily BriefsMarch 25, 2023
