In today’s briefing: Nikkei 225 Vs TOPIX DynamicsLast Week in Event SPACE: Shinsei Bank, China…
Smartkarma Daily BriefsMay 22, 2023
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: S&P/ASX Index Rebalance Preview: Potential Changes, Impact, Shorts & PositioningKOSPI200 Index Rebalance:…
Smartkarma Daily BriefsMay 21, 2023
Daily BriefsMost ReadIn today’s briefing: Rakuten (4755 JP) - A Big Deal With Very Interesting Characteristics -…
Smartkarma Daily BriefsMay 20, 2023
Daily BriefsMost ReadIn today’s briefing: Rakuten (4755 JP) - A Big Deal With Very Interesting Characteristics -…
Smartkarma Daily BriefsMay 19, 2023
Daily BriefsMost ReadIn today’s briefing: Rakuten (4755 JP) - A Big Deal With Very Interesting Characteristics -…
Smartkarma Daily BriefsMay 18, 2023
Daily BriefsMost ReadIn today’s briefing: Rakuten Possible US$2.2bn Placement - Will Be a Huge Deal to Digest,…
Smartkarma Daily BriefsMay 17, 2023
Daily BriefsEvent-DrivenIn today’s briefing: AAG Energy (2686 HK): Curiouser and CuriouserMVIS Global Rare Earth/Strategic Metals Index…
Smartkarma Daily BriefsMay 9, 2023
Daily BriefsEvent-DrivenIn today’s briefing: JAPAN GOVERNANCE CHANGES II - Who Could Surprise on Buybacks? Quant RankingsHSCI…
Smartkarma Daily BriefsMay 8, 2023
Daily BriefsEvent-DrivenIn today’s briefing: A Long Short Trading Event Likely to Have a High Hit Rate:…
Smartkarma Daily BriefsMay 7, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Penguin International (PBS SP): Chairman & Dymon Return To the WellInsiders Sell…
Smartkarma Daily BriefsMay 6, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Toshiba (6502) - Thinking About the ArbPenguin International (PBS SP): Dymon Asia…
Smartkarma Daily BriefsMay 5, 2023
Daily BriefsEvent-DrivenIn today’s briefing: KRX Plans to List Single-Stock Futures of All KS200 & KQ150 ConstituentsAsian…
Smartkarma Daily BriefsMay 4, 2023
Daily BriefsECMIn today’s briefing: Pertamina Geothermal Energy IPO Trading - Should Be a Steady ListingPertamina Geothermal…
Smartkarma Daily BriefsFebruary 24, 2023
Daily BriefsECMIn today’s briefing: Zeekr IPO Early Look - Possibly US$0 to US$7bn Revenue in Under…
Smartkarma Daily BriefsFebruary 23, 2023
Daily BriefsECMIn today’s briefing: Amvis Holdings Placement - Has Done Exceptionally Well, Now It's Prime TimeTVS…
Smartkarma Daily BriefsFebruary 22, 2023
Daily BriefsECMIn today’s briefing: BorgWarner Inc.: Major DriversHonasa Consumer Pre-IPO - The Positives - New Age…
Smartkarma Daily BriefsFebruary 21, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (19th Feb 2023) - Rakuten Bank, ZJLD, REPT, Link REIT,…
Smartkarma Daily BriefsFebruary 19, 2023
Daily BriefsECMIn today’s briefing: Sirius XM Holdings Inc.: Major Drivers Sirius XM Holdings Inc.: Major DriversBy…
Smartkarma Daily BriefsFebruary 18, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Smartkarma Flash Webinar | SBI Shinsei Privatisation by SBI HoldingsTakeda: Conservative Guidance…
Smartkarma Daily BriefsMay 13, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: : Increase Spending in ECommerce and GamingJD.com (9618 HK): 1Q23, Expected Performance…
Smartkarma Daily BriefsMay 12, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Vedant Fashions Ltd (Manyavar)- Forensic AnalysisPanasonic (6752) | Eyes Record Profit as…
Smartkarma Daily BriefsMay 11, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Fast Retailing: Great Fundamentals for Uniqlo, Shame About the Share PriceTencent (700…
Smartkarma Daily BriefsMay 10, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Ferrari: Classic Fisher Company, Almost Perfect Score on The Fisher 15 FrameworkHoya…
Smartkarma Daily BriefsMay 9, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Ihi (7013) | Multiple Engines for GrowthAlibaba (9988 HK): Chinese Authorities Turning…
Smartkarma Daily BriefsMay 8, 2023
Daily BriefsTMT/InternetIn today’s briefing: Preemptive Flow Trading Opportunities with the Fastest-Growing Sector ETFs in KoreaApplied Materials…
Smartkarma Daily BriefsMay 20, 2023
Daily BriefsTMT/InternetIn today’s briefing: Sea (SE US) - Into the Looking GlassHow Should We Time the…
Smartkarma Daily BriefsMay 19, 2023
Daily BriefsTMT/InternetIn today’s briefing: Alibaba Potential IPOs - Part 2 - An Early Look at Cainiao,…
Smartkarma Daily BriefsMay 18, 2023
Daily BriefsTMT/InternetIn today’s briefing: Alibaba (BABA US): Buy Ahead of March Quarter Results This ThursdayAEM Holding:…
Smartkarma Daily BriefsMay 17, 2023
Daily BriefsTMT/InternetIn today’s briefing: Sea Ltd: Facing an Uphill Battle for Sustainable ProfitsAppier (4180) | Another…
Smartkarma Daily BriefsMay 16, 2023
Daily BriefsTMT/InternetIn today’s briefing: The Core of CFD Margin Call Risk May Lie in the JPM…
Smartkarma Daily BriefsMay 15, 2023
ChinaDaily BriefsIn today’s briefing: Yuexiu Property (123 HK): Rights Trade PlaybookTravelsky (696): The Ignored Travel Stock…
Smartkarma Daily BriefsMay 15, 2023
ChinaDaily BriefsIn today’s briefing: HSI Index Rebalance: Yippee! Finally at 80!EQD | Volatility Update: Weekly Review…
Smartkarma Daily BriefsMay 14, 2023
ChinaDaily BriefsIn today’s briefing: Horizon Construction Development IPO: Valuation Insights: Painful Transition Continues Amid Margin Beat:…
Smartkarma Daily BriefsMay 13, 2023
ChinaDaily BriefsIn today’s briefing: Greatview (468 HK): Bickering And StallingJD.com (9618 HK): 1Q23, Expected Performance and…
Smartkarma Daily BriefsMay 12, 2023
ChinaDaily BriefsIn today’s briefing: China Cuts Automakers a Break on New Emission RulesBYD Takes Over Insolvent…
Smartkarma Daily BriefsMay 11, 2023
ChinaDaily BriefsIn today’s briefing: Yitai Coal (3948 HK): H-Share Offer (Likely) ImminentYitai Coal (3948 HK): H…
Smartkarma Daily BriefsMay 10, 2023
Daily BriefsJapanIn today’s briefing: SBI Launches Opportunistic, Unfair Offer for Shinsei (8303) And Shinsei Board Drops…
Smartkarma Daily BriefsMay 15, 2023
Daily BriefsJapanIn today’s briefing: JAPAN BUYBACKS: A Very Big WeekSBI Shinsei Bank (8303 JP): SBI’s Contentious…
Smartkarma Daily BriefsMay 14, 2023
Daily BriefsJapanIn today’s briefing: Smartkarma Flash Webinar | SBI Shinsei Privatisation by SBI HoldingsHUUUGE Ushio (6925)…
Smartkarma Daily BriefsMay 13, 2023
Daily BriefsJapanIn today’s briefing: Nikkei 225 Market Consultation: Stepwise Additions & Technical ListingsMarubeni & Secom To…
Smartkarma Daily BriefsMay 12, 2023
Daily BriefsJapanIn today’s briefing: MitCorp (8058 JP) Earnings and Buyback - Shareholder Structure MattersTOPIX Inclusions: Who…
Smartkarma Daily BriefsMay 11, 2023
Daily BriefsJapanIn today’s briefing: Toshiba – Kioxia Could Be A Break RiskToshiba (6502 JP): Tender Offer…
Smartkarma Daily BriefsMay 10, 2023
Daily BriefsMacroIn today’s briefing: The Great Game: What to Make of the Iran-Saudi Deal and Ukraine…
Smartkarma Daily BriefsMarch 18, 2023
Daily BriefsMacroIn today’s briefing: Bond Market Monitor: A Contempt Against DepositorsFixed Income Watch: Zooming in on…
Smartkarma Daily BriefsMarch 17, 2023
Daily BriefsMacroIn today’s briefing: The Philippines: Asia Ex-Japan Fund Allocations Hit All-Time Low5 Things We Watch:…
Smartkarma Daily BriefsMarch 16, 2023
Daily BriefsMacroIn today’s briefing: This Is China’s Successor in Global ManufacturingThe Fed & Global Liquidity After…
Smartkarma Daily BriefsMarch 15, 2023
Daily BriefsMacroIn today’s briefing: Silicon Valley Bank: Some Observations on Contagion, Moral Hazard, and Monetary PolicyThe…
Smartkarma Daily BriefsMarch 14, 2023
Daily BriefsMacroIn today’s briefing: SVB Watch – Time to Figure Out Who’s NakedDouble-Dip Recession 1980-1982 =…
Smartkarma Daily BriefsMarch 13, 2023
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Vs TOPIX DynamicsLast Week in Event SPACE: Shinsei Bank, China…
Smartkarma Daily BriefsMay 22, 2023
Daily BriefsMost ReadIn today’s briefing: S&P/ASX Index Rebalance Preview: Potential Changes, Impact, Shorts & PositioningKOSPI200 Index Rebalance:…
Smartkarma Daily BriefsMay 21, 2023
Daily BriefsMost ReadIn today’s briefing: Rakuten (4755 JP) - A Big Deal With Very Interesting Characteristics -…
Smartkarma Daily BriefsMay 20, 2023
Daily BriefsMost ReadIn today’s briefing: Rakuten (4755 JP) - A Big Deal With Very Interesting Characteristics -…
Smartkarma Daily BriefsMay 19, 2023
Daily BriefsMost ReadIn today’s briefing: Rakuten (4755 JP) - A Big Deal With Very Interesting Characteristics -…
Smartkarma Daily BriefsMay 18, 2023
Daily BriefsMost ReadIn today’s briefing: Rakuten Possible US$2.2bn Placement - Will Be a Huge Deal to Digest,…
Smartkarma Daily BriefsMay 17, 2023
Daily BriefsEvent-DrivenIn today’s briefing: AAG Energy (2686 HK): Curiouser and CuriouserMVIS Global Rare Earth/Strategic Metals Index…
Smartkarma Daily BriefsMay 9, 2023
Daily BriefsEvent-DrivenIn today’s briefing: JAPAN GOVERNANCE CHANGES II - Who Could Surprise on Buybacks? Quant RankingsHSCI…
Smartkarma Daily BriefsMay 8, 2023
Daily BriefsEvent-DrivenIn today’s briefing: A Long Short Trading Event Likely to Have a High Hit Rate:…
Smartkarma Daily BriefsMay 7, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Penguin International (PBS SP): Chairman & Dymon Return To the WellInsiders Sell…
Smartkarma Daily BriefsMay 6, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Toshiba (6502) - Thinking About the ArbPenguin International (PBS SP): Dymon Asia…
Smartkarma Daily BriefsMay 5, 2023
Daily BriefsEvent-DrivenIn today’s briefing: KRX Plans to List Single-Stock Futures of All KS200 & KQ150 ConstituentsAsian…
Smartkarma Daily BriefsMay 4, 2023
Daily BriefsECMIn today’s briefing: Pertamina Geothermal Energy IPO Trading - Should Be a Steady ListingPertamina Geothermal…
Smartkarma Daily BriefsFebruary 24, 2023
Daily BriefsECMIn today’s briefing: Zeekr IPO Early Look - Possibly US$0 to US$7bn Revenue in Under…
Smartkarma Daily BriefsFebruary 23, 2023
Daily BriefsECMIn today’s briefing: Amvis Holdings Placement - Has Done Exceptionally Well, Now It's Prime TimeTVS…
Smartkarma Daily BriefsFebruary 22, 2023
Daily BriefsECMIn today’s briefing: BorgWarner Inc.: Major DriversHonasa Consumer Pre-IPO - The Positives - New Age…
Smartkarma Daily BriefsFebruary 21, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (19th Feb 2023) - Rakuten Bank, ZJLD, REPT, Link REIT,…
Smartkarma Daily BriefsFebruary 19, 2023
Daily BriefsECMIn today’s briefing: Sirius XM Holdings Inc.: Major Drivers Sirius XM Holdings Inc.: Major DriversBy…
Smartkarma Daily BriefsFebruary 18, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Smartkarma Flash Webinar | SBI Shinsei Privatisation by SBI HoldingsTakeda: Conservative Guidance…
Smartkarma Daily BriefsMay 13, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: : Increase Spending in ECommerce and GamingJD.com (9618 HK): 1Q23, Expected Performance…
Smartkarma Daily BriefsMay 12, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Vedant Fashions Ltd (Manyavar)- Forensic AnalysisPanasonic (6752) | Eyes Record Profit as…
Smartkarma Daily BriefsMay 11, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Fast Retailing: Great Fundamentals for Uniqlo, Shame About the Share PriceTencent (700…
Smartkarma Daily BriefsMay 10, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Ferrari: Classic Fisher Company, Almost Perfect Score on The Fisher 15 FrameworkHoya…
Smartkarma Daily BriefsMay 9, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Ihi (7013) | Multiple Engines for GrowthAlibaba (9988 HK): Chinese Authorities Turning…
Smartkarma Daily BriefsMay 8, 2023
Daily BriefsTMT/InternetIn today’s briefing: Preemptive Flow Trading Opportunities with the Fastest-Growing Sector ETFs in KoreaApplied Materials…
Smartkarma Daily BriefsMay 20, 2023
Daily BriefsTMT/InternetIn today’s briefing: Sea (SE US) - Into the Looking GlassHow Should We Time the…
Smartkarma Daily BriefsMay 19, 2023
Daily BriefsTMT/InternetIn today’s briefing: Alibaba Potential IPOs - Part 2 - An Early Look at Cainiao,…
Smartkarma Daily BriefsMay 18, 2023
Daily BriefsTMT/InternetIn today’s briefing: Alibaba (BABA US): Buy Ahead of March Quarter Results This ThursdayAEM Holding:…
Smartkarma Daily BriefsMay 17, 2023
Daily BriefsTMT/InternetIn today’s briefing: Sea Ltd: Facing an Uphill Battle for Sustainable ProfitsAppier (4180) | Another…
Smartkarma Daily BriefsMay 16, 2023
Daily BriefsTMT/InternetIn today’s briefing: The Core of CFD Margin Call Risk May Lie in the JPM…
Smartkarma Daily BriefsMay 15, 2023
ChinaDaily BriefsIn today’s briefing: Yuexiu Property (123 HK): Rights Trade PlaybookTravelsky (696): The Ignored Travel Stock…
Smartkarma Daily BriefsMay 15, 2023
ChinaDaily BriefsIn today’s briefing: HSI Index Rebalance: Yippee! Finally at 80!EQD | Volatility Update: Weekly Review…
Smartkarma Daily BriefsMay 14, 2023
ChinaDaily BriefsIn today’s briefing: Horizon Construction Development IPO: Valuation Insights: Painful Transition Continues Amid Margin Beat:…
Smartkarma Daily BriefsMay 13, 2023
ChinaDaily BriefsIn today’s briefing: Greatview (468 HK): Bickering And StallingJD.com (9618 HK): 1Q23, Expected Performance and…
Smartkarma Daily BriefsMay 12, 2023
ChinaDaily BriefsIn today’s briefing: China Cuts Automakers a Break on New Emission RulesBYD Takes Over Insolvent…
Smartkarma Daily BriefsMay 11, 2023
ChinaDaily BriefsIn today’s briefing: Yitai Coal (3948 HK): H-Share Offer (Likely) ImminentYitai Coal (3948 HK): H…
Smartkarma Daily BriefsMay 10, 2023
Daily BriefsJapanIn today’s briefing: SBI Launches Opportunistic, Unfair Offer for Shinsei (8303) And Shinsei Board Drops…
Smartkarma Daily BriefsMay 15, 2023
Daily BriefsJapanIn today’s briefing: JAPAN BUYBACKS: A Very Big WeekSBI Shinsei Bank (8303 JP): SBI’s Contentious…
Smartkarma Daily BriefsMay 14, 2023
Daily BriefsJapanIn today’s briefing: Smartkarma Flash Webinar | SBI Shinsei Privatisation by SBI HoldingsHUUUGE Ushio (6925)…
Smartkarma Daily BriefsMay 13, 2023
Daily BriefsJapanIn today’s briefing: Nikkei 225 Market Consultation: Stepwise Additions & Technical ListingsMarubeni & Secom To…
Smartkarma Daily BriefsMay 12, 2023
Daily BriefsJapanIn today’s briefing: MitCorp (8058 JP) Earnings and Buyback - Shareholder Structure MattersTOPIX Inclusions: Who…
Smartkarma Daily BriefsMay 11, 2023
Daily BriefsJapanIn today’s briefing: Toshiba – Kioxia Could Be A Break RiskToshiba (6502 JP): Tender Offer…
Smartkarma Daily BriefsMay 10, 2023
Daily BriefsMacroIn today’s briefing: The Great Game: What to Make of the Iran-Saudi Deal and Ukraine…
Smartkarma Daily BriefsMarch 18, 2023
Daily BriefsMacroIn today’s briefing: Bond Market Monitor: A Contempt Against DepositorsFixed Income Watch: Zooming in on…
Smartkarma Daily BriefsMarch 17, 2023
Daily BriefsMacroIn today’s briefing: The Philippines: Asia Ex-Japan Fund Allocations Hit All-Time Low5 Things We Watch:…
Smartkarma Daily BriefsMarch 16, 2023
Daily BriefsMacroIn today’s briefing: This Is China’s Successor in Global ManufacturingThe Fed & Global Liquidity After…
Smartkarma Daily BriefsMarch 15, 2023
Daily BriefsMacroIn today’s briefing: Silicon Valley Bank: Some Observations on Contagion, Moral Hazard, and Monetary PolicyThe…
Smartkarma Daily BriefsMarch 14, 2023
Daily BriefsMacroIn today’s briefing: SVB Watch – Time to Figure Out Who’s NakedDouble-Dip Recession 1980-1982 =…
Smartkarma Daily BriefsMarch 13, 2023
