In today’s briefing: JAPAN GOVERNANCE CHANGES II - Who Could Surprise on Buybacks? Quant RankingsFXI…
Smartkarma Daily BriefsMay 10, 2023
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: JAPAN GOVERNANCE CHANGES II - Who Could Surprise on Buybacks? Quant RankingsHSCI…
Smartkarma Daily BriefsMay 9, 2023
Daily BriefsMost ReadIn today’s briefing: JAPAN GOVERNANCE CHANGES II - Who Could Surprise on Buybacks? Quant RankingsHSCI…
Smartkarma Daily BriefsMay 8, 2023
Daily BriefsMost ReadIn today’s briefing: KRX New Deal Index Rebalance Preview: Potential & Close Changes in SeptemberIndex…
Smartkarma Daily BriefsMay 7, 2023
Daily BriefsMost ReadIn today’s briefing: HDFC/HDFC Bank Mega Merger: Index Implications as We Near CompletionKRX New Deal…
Smartkarma Daily BriefsMay 6, 2023
Daily BriefsMost ReadIn today’s briefing: KRX New Deal Index Rebalance Preview: Potential & Close Changes in SeptemberKRX…
Smartkarma Daily BriefsMay 5, 2023
Daily BriefsEvent-DrivenIn today’s briefing: HDFC/HDFC Bank Mega Merger: Index Implications as We Near CompletionTokyo Gas (9531…
Smartkarma Daily BriefsApril 27, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Matched Order Fraud in Korea: Reason Behind Eight Stocks Hit MassivelyAAG (2686…
Smartkarma Daily BriefsApril 26, 2023
Daily BriefsEvent-DrivenIn today’s briefing: AAG Energy (2686 HK): Nervousness Ahead of the 27 April VoteKOSPI200 Index…
Smartkarma Daily BriefsApril 25, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Another Reason To Like China Mobile (941 HK)Yuexiu Property (123 HK) Rights…
Smartkarma Daily BriefsApril 24, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Index Rebalance & ETF Flow Recap: MSCI STD, Yuanta Div+, ZJLD, AntaEQD…
Smartkarma Daily BriefsApril 23, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Toshiba – HDD Business RiskEssential Metals In Limbo As MinRes LurksAggressive Shorting…
Smartkarma Daily BriefsApril 22, 2023
Daily BriefsECMIn today’s briefing: Concord Healthcare Pre-IPO Tearsheet Concord Healthcare Pre-IPO TearsheetBy Clarence Chu Concord Healthcare…
Smartkarma Daily BriefsFebruary 11, 2023
Daily BriefsECMIn today’s briefing: Hesai Group IPO Trading - Managed to Break the DroughtDiscussing the Timing…
Smartkarma Daily BriefsFebruary 10, 2023
Daily BriefsECMIn today’s briefing: UBTech Robotics IPO PreviewNew Ruipeng Pet Group Pre-IPO Peer Comparison - Largest…
Smartkarma Daily BriefsFebruary 9, 2023
Daily BriefsECMIn today’s briefing: Hesai Group IPO: Valuation InsightsMankind Pharma Pre-IPO - Peer Comparison - One…
Smartkarma Daily BriefsFebruary 8, 2023
Daily BriefsECMIn today’s briefing: JEIO IPO: Book Building Results AnalysisNew Ruipeng Pet Group IPO: Struggling Pet…
Smartkarma Daily BriefsFebruary 7, 2023
Daily BriefsECMIn today’s briefing: Pertamina Geothermal IPO: Valuation InsightsHesai Group IPO - Thoughts on ValuationHesai Group…
Smartkarma Daily BriefsFebruary 6, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Radico Khaitan: Forensic AnalysisVoltas Ltd (VOLT IN) | Competition CasualtyBajaj Auto Ltd…
Smartkarma Daily BriefsMay 1, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Actionable Trade: CNOOC H-Share 883HK – Strong SB Flow, A/H Prem, Low…
Smartkarma Daily BriefsApril 30, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Genting Singapore: Record 1Q23 Results Confirm Speedy Recovery Ramp AheadMemory Monitor: SK…
Smartkarma Daily BriefsApril 29, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba Cloud Slashes Prices to Spur Revenue Growth Before Possible IPOAlibaba (BABA…
Smartkarma Daily BriefsApril 28, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: A Crash in 8 Korean Stocks Related to CFD Derivatives: Margin Call…
Smartkarma Daily BriefsApril 27, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Actionable Tactical Trade: Long China Mobile H-Share 941HK on Strong Southbound Momentum…
Smartkarma Daily BriefsApril 26, 2023
Daily BriefsTMT/InternetIn today’s briefing: Quiddity Leaderboard TWSE Div+ Jun 23: New Potential Index Changes and Flow…
Smartkarma Daily BriefsMay 8, 2023
Daily BriefsTMT/InternetIn today’s briefing: Tata Technologies IPO: The Bear CaseA Long Short Trading Event Likely to…
Smartkarma Daily BriefsMay 7, 2023
Daily BriefsTMT/InternetIn today’s briefing: AMD: The Bear Market Rally Is OverMediaTek Q1'23 Earnings NT$95.7 Billion, -11.6%…
Smartkarma Daily BriefsMay 6, 2023
Daily BriefsTMT/InternetIn today’s briefing: Bukalapak (BUKA IJ) - Specialty Hits HomeIndia-Based Firm Hauls in $30m to…
Smartkarma Daily BriefsMay 5, 2023
Daily BriefsTMT/InternetIn today’s briefing: KRX New Deal Index Rebalance Preview: Potential & Close Changes in SeptemberTata…
Smartkarma Daily BriefsMay 4, 2023
Daily BriefsTMT/InternetIn today’s briefing: Quiddity Jun23 HSTECH Flow Expectations Update: SHORT AAC Vs LONG Lenovo Might…
Smartkarma Daily BriefsMay 3, 2023
ChinaDaily BriefsIn today’s briefing: Quiddity Jun23 HSTECH Flow Expectations Update: SHORT AAC Vs LONG Lenovo Might…
Smartkarma Daily BriefsMay 3, 2023
ChinaDaily BriefsIn today’s briefing: Alibaba Cloud: Faces Nationalization Threat, IPO Prospects Remain DimYili: 4Q22 and 1Q23…
Smartkarma Daily BriefsMay 2, 2023
ChinaDaily BriefsIn today’s briefing: Weekly Deals Digest (30 Apr) - AAG, HKBN, Blackmores, Lian Beng, Horizon…
Smartkarma Daily BriefsMay 1, 2023
ChinaDaily BriefsIn today’s briefing: Actionable Trade: CNOOC H-Share 883HK – Strong SB Flow, A/H Prem, Low…
Smartkarma Daily BriefsApril 30, 2023
ChinaDaily BriefsIn today’s briefing: Essity Mulls Holding In Vinda (3331 HK)China Education Group (839 HK): Sustaining…
Smartkarma Daily BriefsApril 29, 2023
ChinaDaily BriefsIn today’s briefing: AAG Energy (2686 HK): Adjourned Scheme Meeting Points to a Close VoteChiNext/ChiNext50…
Smartkarma Daily BriefsApril 28, 2023
Daily BriefsJapanIn today’s briefing: JAPAN ACTIVISM: Murakami-San Goes Substantial on Arcland SHD (3085) Ahead of Merger…
Smartkarma Daily BriefsMay 3, 2023
Daily BriefsJapanIn today’s briefing: Astellas Pharma (4503 JP): New Acquisition to Add Promising Drug Candidate in…
Smartkarma Daily BriefsMay 2, 2023
Daily BriefsJapanIn today’s briefing: JAPAN ACTIVISM: Silchester and Bank of Kyoto (8369) Redux JAPAN ACTIVISM: Silchester…
Smartkarma Daily BriefsMay 1, 2023
Daily BriefsJapanIn today’s briefing: Astellas Pharma (4503 JP): FY23 Result and FY24 Guidance Meet Expectation; New…
Smartkarma Daily BriefsApril 30, 2023
Daily BriefsJapanIn today’s briefing: Kansai Paint (4613) Announces Large Sale of Cross-Holdings - Buyback Here We…
Smartkarma Daily BriefsApril 29, 2023
Daily BriefsJapanIn today’s briefing: The Fast Retailing (9983) Selldown Conundrum - Not Now, But Soon... Then…
Smartkarma Daily BriefsApril 28, 2023
Daily BriefsMacroIn today’s briefing: Inflation Watch: Is the Inflation Momentum Back Before It Even Disappeared? 5…
Smartkarma Daily BriefsMarch 6, 2023
Daily BriefsMacroIn today’s briefing: CX Daily: China Local Governments’ Fiscal Stress May Roll Over to 2023,…
Smartkarma Daily BriefsMarch 5, 2023
Daily BriefsMacroIn today’s briefing: The Great Game - Pakistan's Annus Horribilis The Great Game - Pakistan's…
Smartkarma Daily BriefsMarch 4, 2023
Daily BriefsMacroIn today’s briefing: Europe Wants to Get Paid – 5 Feuds to Look Out ForFrom…
Smartkarma Daily BriefsMarch 3, 2023
Daily BriefsMacroIn today’s briefing: Global Liquidity & Asset Allocation in 2023: Is QT Dead?‘No,’ Money Supply…
Smartkarma Daily BriefsMarch 2, 2023
Daily BriefsMacroIn today’s briefing: The End of the Chinese Growth Miracle?Bond Market Monitor: The First AnniversaryMalaysia’s…
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Daily BriefsMost ReadIn today’s briefing: JAPAN GOVERNANCE CHANGES II - Who Could Surprise on Buybacks? Quant RankingsFXI…
Smartkarma Daily BriefsMay 10, 2023
Daily BriefsMost ReadIn today’s briefing: JAPAN GOVERNANCE CHANGES II - Who Could Surprise on Buybacks? Quant RankingsHSCI…
Smartkarma Daily BriefsMay 9, 2023
Daily BriefsMost ReadIn today’s briefing: JAPAN GOVERNANCE CHANGES II - Who Could Surprise on Buybacks? Quant RankingsHSCI…
Smartkarma Daily BriefsMay 8, 2023
Daily BriefsMost ReadIn today’s briefing: KRX New Deal Index Rebalance Preview: Potential & Close Changes in SeptemberIndex…
Smartkarma Daily BriefsMay 7, 2023
Daily BriefsMost ReadIn today’s briefing: HDFC/HDFC Bank Mega Merger: Index Implications as We Near CompletionKRX New Deal…
Smartkarma Daily BriefsMay 6, 2023
Daily BriefsMost ReadIn today’s briefing: KRX New Deal Index Rebalance Preview: Potential & Close Changes in SeptemberKRX…
Smartkarma Daily BriefsMay 5, 2023
Daily BriefsEvent-DrivenIn today’s briefing: HDFC/HDFC Bank Mega Merger: Index Implications as We Near CompletionTokyo Gas (9531…
Smartkarma Daily BriefsApril 27, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Matched Order Fraud in Korea: Reason Behind Eight Stocks Hit MassivelyAAG (2686…
Smartkarma Daily BriefsApril 26, 2023
Daily BriefsEvent-DrivenIn today’s briefing: AAG Energy (2686 HK): Nervousness Ahead of the 27 April VoteKOSPI200 Index…
Smartkarma Daily BriefsApril 25, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Another Reason To Like China Mobile (941 HK)Yuexiu Property (123 HK) Rights…
Smartkarma Daily BriefsApril 24, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Index Rebalance & ETF Flow Recap: MSCI STD, Yuanta Div+, ZJLD, AntaEQD…
Smartkarma Daily BriefsApril 23, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Toshiba – HDD Business RiskEssential Metals In Limbo As MinRes LurksAggressive Shorting…
Smartkarma Daily BriefsApril 22, 2023
Daily BriefsECMIn today’s briefing: Concord Healthcare Pre-IPO Tearsheet Concord Healthcare Pre-IPO TearsheetBy Clarence Chu Concord Healthcare…
Smartkarma Daily BriefsFebruary 11, 2023
Daily BriefsECMIn today’s briefing: Hesai Group IPO Trading - Managed to Break the DroughtDiscussing the Timing…
Smartkarma Daily BriefsFebruary 10, 2023
Daily BriefsECMIn today’s briefing: UBTech Robotics IPO PreviewNew Ruipeng Pet Group Pre-IPO Peer Comparison - Largest…
Smartkarma Daily BriefsFebruary 9, 2023
Daily BriefsECMIn today’s briefing: Hesai Group IPO: Valuation InsightsMankind Pharma Pre-IPO - Peer Comparison - One…
Smartkarma Daily BriefsFebruary 8, 2023
Daily BriefsECMIn today’s briefing: JEIO IPO: Book Building Results AnalysisNew Ruipeng Pet Group IPO: Struggling Pet…
Smartkarma Daily BriefsFebruary 7, 2023
Daily BriefsECMIn today’s briefing: Pertamina Geothermal IPO: Valuation InsightsHesai Group IPO - Thoughts on ValuationHesai Group…
Smartkarma Daily BriefsFebruary 6, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Radico Khaitan: Forensic AnalysisVoltas Ltd (VOLT IN) | Competition CasualtyBajaj Auto Ltd…
Smartkarma Daily BriefsMay 1, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Actionable Trade: CNOOC H-Share 883HK – Strong SB Flow, A/H Prem, Low…
Smartkarma Daily BriefsApril 30, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Genting Singapore: Record 1Q23 Results Confirm Speedy Recovery Ramp AheadMemory Monitor: SK…
Smartkarma Daily BriefsApril 29, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba Cloud Slashes Prices to Spur Revenue Growth Before Possible IPOAlibaba (BABA…
Smartkarma Daily BriefsApril 28, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: A Crash in 8 Korean Stocks Related to CFD Derivatives: Margin Call…
Smartkarma Daily BriefsApril 27, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Actionable Tactical Trade: Long China Mobile H-Share 941HK on Strong Southbound Momentum…
Smartkarma Daily BriefsApril 26, 2023
Daily BriefsTMT/InternetIn today’s briefing: Quiddity Leaderboard TWSE Div+ Jun 23: New Potential Index Changes and Flow…
Smartkarma Daily BriefsMay 8, 2023
Daily BriefsTMT/InternetIn today’s briefing: Tata Technologies IPO: The Bear CaseA Long Short Trading Event Likely to…
Smartkarma Daily BriefsMay 7, 2023
Daily BriefsTMT/InternetIn today’s briefing: AMD: The Bear Market Rally Is OverMediaTek Q1'23 Earnings NT$95.7 Billion, -11.6%…
Smartkarma Daily BriefsMay 6, 2023
Daily BriefsTMT/InternetIn today’s briefing: Bukalapak (BUKA IJ) - Specialty Hits HomeIndia-Based Firm Hauls in $30m to…
Smartkarma Daily BriefsMay 5, 2023
Daily BriefsTMT/InternetIn today’s briefing: KRX New Deal Index Rebalance Preview: Potential & Close Changes in SeptemberTata…
Smartkarma Daily BriefsMay 4, 2023
Daily BriefsTMT/InternetIn today’s briefing: Quiddity Jun23 HSTECH Flow Expectations Update: SHORT AAC Vs LONG Lenovo Might…
Smartkarma Daily BriefsMay 3, 2023
ChinaDaily BriefsIn today’s briefing: Quiddity Jun23 HSTECH Flow Expectations Update: SHORT AAC Vs LONG Lenovo Might…
Smartkarma Daily BriefsMay 3, 2023
ChinaDaily BriefsIn today’s briefing: Alibaba Cloud: Faces Nationalization Threat, IPO Prospects Remain DimYili: 4Q22 and 1Q23…
Smartkarma Daily BriefsMay 2, 2023
ChinaDaily BriefsIn today’s briefing: Weekly Deals Digest (30 Apr) - AAG, HKBN, Blackmores, Lian Beng, Horizon…
Smartkarma Daily BriefsMay 1, 2023
ChinaDaily BriefsIn today’s briefing: Actionable Trade: CNOOC H-Share 883HK – Strong SB Flow, A/H Prem, Low…
Smartkarma Daily BriefsApril 30, 2023
ChinaDaily BriefsIn today’s briefing: Essity Mulls Holding In Vinda (3331 HK)China Education Group (839 HK): Sustaining…
Smartkarma Daily BriefsApril 29, 2023
ChinaDaily BriefsIn today’s briefing: AAG Energy (2686 HK): Adjourned Scheme Meeting Points to a Close VoteChiNext/ChiNext50…
Smartkarma Daily BriefsApril 28, 2023
Daily BriefsJapanIn today’s briefing: JAPAN ACTIVISM: Murakami-San Goes Substantial on Arcland SHD (3085) Ahead of Merger…
Smartkarma Daily BriefsMay 3, 2023
Daily BriefsJapanIn today’s briefing: Astellas Pharma (4503 JP): New Acquisition to Add Promising Drug Candidate in…
Smartkarma Daily BriefsMay 2, 2023
Daily BriefsJapanIn today’s briefing: JAPAN ACTIVISM: Silchester and Bank of Kyoto (8369) Redux JAPAN ACTIVISM: Silchester…
Smartkarma Daily BriefsMay 1, 2023
Daily BriefsJapanIn today’s briefing: Astellas Pharma (4503 JP): FY23 Result and FY24 Guidance Meet Expectation; New…
Smartkarma Daily BriefsApril 30, 2023
Daily BriefsJapanIn today’s briefing: Kansai Paint (4613) Announces Large Sale of Cross-Holdings - Buyback Here We…
Smartkarma Daily BriefsApril 29, 2023
Daily BriefsJapanIn today’s briefing: The Fast Retailing (9983) Selldown Conundrum - Not Now, But Soon... Then…
Smartkarma Daily BriefsApril 28, 2023
Daily BriefsMacroIn today’s briefing: Inflation Watch: Is the Inflation Momentum Back Before It Even Disappeared? 5…
Smartkarma Daily BriefsMarch 6, 2023
Daily BriefsMacroIn today’s briefing: CX Daily: China Local Governments’ Fiscal Stress May Roll Over to 2023,…
Smartkarma Daily BriefsMarch 5, 2023
Daily BriefsMacroIn today’s briefing: The Great Game - Pakistan's Annus Horribilis The Great Game - Pakistan's…
Smartkarma Daily BriefsMarch 4, 2023
Daily BriefsMacroIn today’s briefing: Europe Wants to Get Paid – 5 Feuds to Look Out ForFrom…
Smartkarma Daily BriefsMarch 3, 2023
Daily BriefsMacroIn today’s briefing: Global Liquidity & Asset Allocation in 2023: Is QT Dead?‘No,’ Money Supply…
Smartkarma Daily BriefsMarch 2, 2023
Daily BriefsMacroIn today’s briefing: The End of the Chinese Growth Miracle?Bond Market Monitor: The First AnniversaryMalaysia’s…
Smartkarma Daily BriefsMarch 1, 2023
