In today’s briefing: KOSPI200 Index Rebalance: Two Sets of ChangesKOSPI200 Ad Hoc Index Rebalance: Youlchon…
Smartkarma Daily BriefsMay 28, 2023
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: KOSPI200 Index Rebalance: Two Sets of ChangesMVIS Australia Equal Weight Index Rebalance:…
Smartkarma Daily BriefsMay 27, 2023
Daily BriefsMost ReadIn today’s briefing: Rakuten (4755 JP) - A Tricky Offering But Lots of Non-Fundamental Long…
Smartkarma Daily BriefsMay 26, 2023
Daily BriefsMost ReadIn today’s briefing: Rakuten Bank - Big TOPIX Inclusion Next WeekRakuten (4755 JP) - A…
Smartkarma Daily BriefsMay 25, 2023
Daily BriefsMost ReadIn today’s briefing: Rakuten US$2.4bn Placement - Recent Updates and Comparison to past DealsRakuten Bank…
Smartkarma Daily BriefsMay 24, 2023
Daily BriefsMost ReadIn today’s briefing: Rakuten (4755 JP) - A Big Deal With Very Interesting Characteristics -…
Smartkarma Daily BriefsMay 23, 2023
Daily BriefsEvent-DrivenIn today’s briefing: SBI Launches Opportunistic, Unfair Offer for Shinsei (8303) And Shinsei Board Drops…
Smartkarma Daily BriefsMay 15, 2023
Daily BriefsEvent-DrivenIn today’s briefing: HSI Index Rebalance: Yippee! Finally at 80!JAPAN BUYBACKS: A Very Big WeekSBI…
Smartkarma Daily BriefsMay 14, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Timing Stub Trade on Amorepacific Group with a Key Passive Inflow Event…
Smartkarma Daily BriefsMay 13, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Nikkei 225 Market Consultation: Stepwise Additions & Technical ListingsMarubeni & Secom To…
Smartkarma Daily BriefsMay 12, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Allkem/Livent (AKE AU | LTHM US) Merger Of Lithium Equals Has Index…
Smartkarma Daily BriefsMay 11, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Toshiba – Kioxia Could Be A Break RiskToshiba (6502 JP): Tender Offer…
Smartkarma Daily BriefsMay 10, 2023
Daily BriefsECMIn today’s briefing: Otsuka Holdings - Family Co Selldown for ¥56bn - Take It Vs…
Smartkarma Daily BriefsMarch 3, 2023
Daily BriefsECMIn today’s briefing: China Vanke Placement - A Placement Was Expected, Unclear if It Was…
Smartkarma Daily BriefsMarch 2, 2023
Daily BriefsECMIn today’s briefing: Japan Post Bank (7182 JP) ¥70bn ToSTNeT-3 BuybackKansai Paint (4613 JP) Secondary…
Smartkarma Daily BriefsMarch 1, 2023
Daily BriefsECMIn today’s briefing: Japan Post Bank (7182 JP) Announces Its Re-IPO - Big Offering, Complicated…
Smartkarma Daily BriefsFebruary 28, 2023
Daily BriefsECMIn today’s briefing: Amvis Holdings (7071) - Large-Ish Offering, Large-Ish TOPIX InclusionECM Weekly (26th Feb…
Smartkarma Daily BriefsFebruary 26, 2023
Daily BriefsECMIn today’s briefing: IdeaForge Pre-IPO TearsheetMarriott International Inc.: Major Drivers IdeaForge Pre-IPO TearsheetBy Clarence Chu…
Smartkarma Daily BriefsFebruary 25, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Sea (SE US) - Into the Looking GlassAlibaba (9988 HK): 4Q23, Physical…
Smartkarma Daily BriefsMay 19, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Shopee Enters a New Era of Slower GMV Growth and Higher Fees…
Smartkarma Daily BriefsMay 18, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba (BABA US): Buy Ahead of March Quarter Results This ThursdayAEM Holding:…
Smartkarma Daily BriefsMay 17, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Sea Ltd: Facing an Uphill Battle for Sustainable ProfitsSmartkarma Corporate Webinar |…
Smartkarma Daily BriefsMay 16, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Travelsky (696): The Ignored Travel Stock of ChinaMelco Resorts: Stock at a…
Smartkarma Daily BriefsMay 15, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: China Healthcare Weekly (May.12) - Three Globalization Strategies, GLP-1/Weight Loss Drug, Bio-Heart…
Smartkarma Daily BriefsMay 14, 2023
Daily BriefsTMT/InternetIn today’s briefing: HDFC/HDFC Bank Mega Merger Expected to Complete in a Few Weeks: Index…
Smartkarma Daily BriefsMay 26, 2023
Daily BriefsTMT/InternetIn today’s briefing: Meituan’s Recent Expansion in Hong Kong: A ReviewAlibaba Health: Healthy 2H but…
Smartkarma Daily BriefsMay 25, 2023
Daily BriefsTMT/InternetIn today’s briefing: Alibaba Kicks Off Overhaul With Spinoff and Share Sale TargetsTencent/Netease: Game Approval…
Smartkarma Daily BriefsMay 24, 2023
Daily BriefsTMT/InternetIn today’s briefing: Taiwan Top 50 ETF Rebalance: One Change Expected in JuneAlibaba (BABA US):…
Smartkarma Daily BriefsMay 23, 2023
Daily BriefsTMT/InternetIn today’s briefing: Nikkei 225 Vs TOPIX DynamicsMerger Arb Mondays (22 May) - HKBN, Newcrest,…
Smartkarma Daily BriefsMay 22, 2023
Daily BriefsTMT/InternetIn today’s briefing: Tokyo Electron. Betting Big On MAGIC Despite The DownturnKPIT Tech: Strong Q4FY23…
Smartkarma Daily BriefsMay 21, 2023
ChinaDaily BriefsIn today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-…
Smartkarma Daily BriefsMay 21, 2023
ChinaDaily BriefsIn today’s briefing: : Operating Leverage Starts to Kick In, Maintain BUY: Taobao Growth to…
Smartkarma Daily BriefsMay 20, 2023
ChinaDaily BriefsIn today’s briefing: Alibaba Potential IPOs - Part 3 - An Early Look at Cloud,…
Smartkarma Daily BriefsMay 19, 2023
ChinaDaily BriefsIn today’s briefing: Alibaba Potential IPOs - Part 2 - An Early Look at Cainiao,…
Smartkarma Daily BriefsMay 18, 2023
ChinaDaily BriefsIn today’s briefing: Alibaba (BABA US): Buy Ahead of March Quarter Results This ThursdayTencent Holdings…
Smartkarma Daily BriefsMay 17, 2023
ChinaDaily BriefsIn today’s briefing: Yuexiu Rights - The Trading Pattern FitsSmartkarma Corporate Webinar | China Shenshan…
Smartkarma Daily BriefsMay 16, 2023
Daily BriefsJapanIn today’s briefing: Tokyo Electron. Betting Big On MAGIC Despite The DownturnLast Week in Event…
Smartkarma Daily BriefsMay 21, 2023
Daily BriefsJapanIn today’s briefing: Remain Overweight Japan, Europe, & India; Buys in Discretionary and Defensives W/…
Smartkarma Daily BriefsMay 20, 2023
Daily BriefsJapanIn today’s briefing: Sony (6758 JP) - Big-But-Meh Buyback, and Bigger Potential Sony Financial SpinoffSuruga…
Smartkarma Daily BriefsMay 19, 2023
Daily BriefsJapanIn today’s briefing: Canon Buyback - 18th in a Row at the Same Size, But…
Smartkarma Daily BriefsMay 18, 2023
Daily BriefsJapanIn today’s briefing: Rakuten (4755 JP) - A Big Deal With Very Interesting Characteristics -…
Smartkarma Daily BriefsMay 17, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Possible US$2.2bn Placement - Will Be a Huge Deal to Digest,…
Smartkarma Daily BriefsMay 16, 2023
Daily BriefsMacroIn today’s briefing: Smartkarma Webinar | Money Growth Leads to InflationBoE: Staying the CourseAn Evidence-Based…
Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsMacroIn today’s briefing: Equity Watch: Fire-Sale or Outright Fire in US Bank StocksUS: Elevated Inflation…
Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsMacroIn today’s briefing: Singapore Banks: Breaking OutCX Daily: 2008 Redux? SVB Collapse Raises Questions About Banking…
Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsMacroIn today’s briefing: Smartkarma Webinar | Asian Market TechnicalsFed Watch: 25bps that They Will Woefully…
Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsMacroIn today’s briefing: Macro Watch: The Banking Crisis Is Likely to Accelerate in Coming WeeksEuropolitics…
Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsMacroIn today’s briefing: Fed's Inflation Fight: Upended by Banking System Concerns? Fed's Inflation Fight: Upended…
Smartkarma Daily BriefsMarch 19, 2023
Daily BriefsMost ReadIn today’s briefing: KOSPI200 Index Rebalance: Two Sets of ChangesKOSPI200 Ad Hoc Index Rebalance: Youlchon…
Smartkarma Daily BriefsMay 28, 2023
Daily BriefsMost ReadIn today’s briefing: KOSPI200 Index Rebalance: Two Sets of ChangesMVIS Australia Equal Weight Index Rebalance:…
Smartkarma Daily BriefsMay 27, 2023
Daily BriefsMost ReadIn today’s briefing: Rakuten (4755 JP) - A Tricky Offering But Lots of Non-Fundamental Long…
Smartkarma Daily BriefsMay 26, 2023
Daily BriefsMost ReadIn today’s briefing: Rakuten Bank - Big TOPIX Inclusion Next WeekRakuten (4755 JP) - A…
Smartkarma Daily BriefsMay 25, 2023
Daily BriefsMost ReadIn today’s briefing: Rakuten US$2.4bn Placement - Recent Updates and Comparison to past DealsRakuten Bank…
Smartkarma Daily BriefsMay 24, 2023
Daily BriefsMost ReadIn today’s briefing: Rakuten (4755 JP) - A Big Deal With Very Interesting Characteristics -…
Smartkarma Daily BriefsMay 23, 2023
Daily BriefsEvent-DrivenIn today’s briefing: SBI Launches Opportunistic, Unfair Offer for Shinsei (8303) And Shinsei Board Drops…
Smartkarma Daily BriefsMay 15, 2023
Daily BriefsEvent-DrivenIn today’s briefing: HSI Index Rebalance: Yippee! Finally at 80!JAPAN BUYBACKS: A Very Big WeekSBI…
Smartkarma Daily BriefsMay 14, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Timing Stub Trade on Amorepacific Group with a Key Passive Inflow Event…
Smartkarma Daily BriefsMay 13, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Nikkei 225 Market Consultation: Stepwise Additions & Technical ListingsMarubeni & Secom To…
Smartkarma Daily BriefsMay 12, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Allkem/Livent (AKE AU | LTHM US) Merger Of Lithium Equals Has Index…
Smartkarma Daily BriefsMay 11, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Toshiba – Kioxia Could Be A Break RiskToshiba (6502 JP): Tender Offer…
Smartkarma Daily BriefsMay 10, 2023
Daily BriefsECMIn today’s briefing: Otsuka Holdings - Family Co Selldown for ¥56bn - Take It Vs…
Smartkarma Daily BriefsMarch 3, 2023
Daily BriefsECMIn today’s briefing: China Vanke Placement - A Placement Was Expected, Unclear if It Was…
Smartkarma Daily BriefsMarch 2, 2023
Daily BriefsECMIn today’s briefing: Japan Post Bank (7182 JP) ¥70bn ToSTNeT-3 BuybackKansai Paint (4613 JP) Secondary…
Smartkarma Daily BriefsMarch 1, 2023
Daily BriefsECMIn today’s briefing: Japan Post Bank (7182 JP) Announces Its Re-IPO - Big Offering, Complicated…
Smartkarma Daily BriefsFebruary 28, 2023
Daily BriefsECMIn today’s briefing: Amvis Holdings (7071) - Large-Ish Offering, Large-Ish TOPIX InclusionECM Weekly (26th Feb…
Smartkarma Daily BriefsFebruary 26, 2023
Daily BriefsECMIn today’s briefing: IdeaForge Pre-IPO TearsheetMarriott International Inc.: Major Drivers IdeaForge Pre-IPO TearsheetBy Clarence Chu…
Smartkarma Daily BriefsFebruary 25, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Sea (SE US) - Into the Looking GlassAlibaba (9988 HK): 4Q23, Physical…
Smartkarma Daily BriefsMay 19, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Shopee Enters a New Era of Slower GMV Growth and Higher Fees…
Smartkarma Daily BriefsMay 18, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba (BABA US): Buy Ahead of March Quarter Results This ThursdayAEM Holding:…
Smartkarma Daily BriefsMay 17, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Sea Ltd: Facing an Uphill Battle for Sustainable ProfitsSmartkarma Corporate Webinar |…
Smartkarma Daily BriefsMay 16, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Travelsky (696): The Ignored Travel Stock of ChinaMelco Resorts: Stock at a…
Smartkarma Daily BriefsMay 15, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: China Healthcare Weekly (May.12) - Three Globalization Strategies, GLP-1/Weight Loss Drug, Bio-Heart…
Smartkarma Daily BriefsMay 14, 2023
Daily BriefsTMT/InternetIn today’s briefing: HDFC/HDFC Bank Mega Merger Expected to Complete in a Few Weeks: Index…
Smartkarma Daily BriefsMay 26, 2023
Daily BriefsTMT/InternetIn today’s briefing: Meituan’s Recent Expansion in Hong Kong: A ReviewAlibaba Health: Healthy 2H but…
Smartkarma Daily BriefsMay 25, 2023
Daily BriefsTMT/InternetIn today’s briefing: Alibaba Kicks Off Overhaul With Spinoff and Share Sale TargetsTencent/Netease: Game Approval…
Smartkarma Daily BriefsMay 24, 2023
Daily BriefsTMT/InternetIn today’s briefing: Taiwan Top 50 ETF Rebalance: One Change Expected in JuneAlibaba (BABA US):…
Smartkarma Daily BriefsMay 23, 2023
Daily BriefsTMT/InternetIn today’s briefing: Nikkei 225 Vs TOPIX DynamicsMerger Arb Mondays (22 May) - HKBN, Newcrest,…
Smartkarma Daily BriefsMay 22, 2023
Daily BriefsTMT/InternetIn today’s briefing: Tokyo Electron. Betting Big On MAGIC Despite The DownturnKPIT Tech: Strong Q4FY23…
Smartkarma Daily BriefsMay 21, 2023
ChinaDaily BriefsIn today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-…
Smartkarma Daily BriefsMay 21, 2023
ChinaDaily BriefsIn today’s briefing: : Operating Leverage Starts to Kick In, Maintain BUY: Taobao Growth to…
Smartkarma Daily BriefsMay 20, 2023
ChinaDaily BriefsIn today’s briefing: Alibaba Potential IPOs - Part 3 - An Early Look at Cloud,…
Smartkarma Daily BriefsMay 19, 2023
ChinaDaily BriefsIn today’s briefing: Alibaba Potential IPOs - Part 2 - An Early Look at Cainiao,…
Smartkarma Daily BriefsMay 18, 2023
ChinaDaily BriefsIn today’s briefing: Alibaba (BABA US): Buy Ahead of March Quarter Results This ThursdayTencent Holdings…
Smartkarma Daily BriefsMay 17, 2023
ChinaDaily BriefsIn today’s briefing: Yuexiu Rights - The Trading Pattern FitsSmartkarma Corporate Webinar | China Shenshan…
Smartkarma Daily BriefsMay 16, 2023
Daily BriefsJapanIn today’s briefing: Tokyo Electron. Betting Big On MAGIC Despite The DownturnLast Week in Event…
Smartkarma Daily BriefsMay 21, 2023
Daily BriefsJapanIn today’s briefing: Remain Overweight Japan, Europe, & India; Buys in Discretionary and Defensives W/…
Smartkarma Daily BriefsMay 20, 2023
Daily BriefsJapanIn today’s briefing: Sony (6758 JP) - Big-But-Meh Buyback, and Bigger Potential Sony Financial SpinoffSuruga…
Smartkarma Daily BriefsMay 19, 2023
Daily BriefsJapanIn today’s briefing: Canon Buyback - 18th in a Row at the Same Size, But…
Smartkarma Daily BriefsMay 18, 2023
Daily BriefsJapanIn today’s briefing: Rakuten (4755 JP) - A Big Deal With Very Interesting Characteristics -…
Smartkarma Daily BriefsMay 17, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Possible US$2.2bn Placement - Will Be a Huge Deal to Digest,…
Smartkarma Daily BriefsMay 16, 2023
Daily BriefsMacroIn today’s briefing: Smartkarma Webinar | Money Growth Leads to InflationBoE: Staying the CourseAn Evidence-Based…
Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsMacroIn today’s briefing: Equity Watch: Fire-Sale or Outright Fire in US Bank StocksUS: Elevated Inflation…
Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsMacroIn today’s briefing: Singapore Banks: Breaking OutCX Daily: 2008 Redux? SVB Collapse Raises Questions About Banking…
Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsMacroIn today’s briefing: Smartkarma Webinar | Asian Market TechnicalsFed Watch: 25bps that They Will Woefully…
Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsMacroIn today’s briefing: Macro Watch: The Banking Crisis Is Likely to Accelerate in Coming WeeksEuropolitics…
Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsMacroIn today’s briefing: Fed's Inflation Fight: Upended by Banking System Concerns? Fed's Inflation Fight: Upended…
Smartkarma Daily BriefsMarch 19, 2023
