In today’s briefing: Index Rebalance & ETF Flow Recap: KS200, KQ150, HSI, CSI300/500, STAR50, SSE50,…
Smartkarma Daily BriefsMay 4, 2023
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Index Rebalance & ETF Flow Recap: KS200, KQ150, HSI, CSI300/500, STAR50, SSE50,…
Smartkarma Daily BriefsMay 3, 2023
Daily BriefsMost ReadIn today’s briefing: PCOMP Index Rebalance Preview: MPI Tender Offer Opens Up an Index SpotIndex…
Smartkarma Daily BriefsMay 2, 2023
Daily BriefsMost ReadIn today’s briefing: PCOMP Index Rebalance Preview: MPI Tender Offer Opens Up an Index SpotKansai…
Smartkarma Daily BriefsMay 1, 2023
Daily BriefsMost ReadIn today’s briefing: Matched Order Fraud in Korea: Reason Behind Eight Stocks Hit MassivelyChiNext/ChiNext50 Index…
Smartkarma Daily BriefsApril 30, 2023
Daily BriefsMost ReadIn today’s briefing: PCOMP Index Rebalance Preview: MPI Tender Offer Opens Up an Index SpotChiNext/ChiNext50…
Smartkarma Daily BriefsApril 29, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Big Yuexiu Property (123 HK) Rights Issue - 3 Capital Actions from…
Smartkarma Daily BriefsApril 21, 2023
Daily BriefsEvent-DrivenIn today’s briefing: An Exposed Target for Flow Trading on KQ150 Ad-Hoc Change by BH's…
Smartkarma Daily BriefsApril 20, 2023
Daily BriefsEvent-DrivenIn today’s briefing: HKBN (1310 HK): China Mobile Is the Latest to Show InterestTargeting the…
Smartkarma Daily BriefsApril 19, 2023
Daily BriefsEvent-DrivenIn today’s briefing: MSCI May 2023 QCIR: Potential Changes & Things to Watch as Review…
Smartkarma Daily BriefsApril 18, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Rakuten Bank (5838) IPO - Let's Go! (Part 2)Arclands (9842) Overpays for…
Smartkarma Daily BriefsApril 17, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Arcland Service (3085 JP): Share Exchange Offer from Arclands CorpLast Week in…
Smartkarma Daily BriefsApril 16, 2023
ECMSmartkarma 101sAn initial public offering (IPO) occurs when a company first offers its shares to the…
Smartkarma ContentFebruary 5, 2023
Daily BriefsECMIn today’s briefing: Hesai Group IPO: The Bull CaseHESAI Group IPO PreviewECM Weekly (5th Feb…
Smartkarma Daily BriefsFebruary 5, 2023
Daily BriefsECMIn today’s briefing: Pertamina Geothermal IPO: The Investment CaseNew Ruipeng Pet Group Pre-IPO - The…
Smartkarma Daily BriefsFebruary 4, 2023
Daily BriefsECMIn today’s briefing: Pertamina Geothermal Energy IPO - Somewhat like an Energy Explorer. Somewhat like…
Smartkarma Daily BriefsFebruary 3, 2023
Daily BriefsECMIn today’s briefing: Aequitas Korea IPOs Bookrunner Performance (2021-2022)Aequitas Korea Placements Bookrunner Performance (2019-2022)Freeport-McMoRan: Major…
Smartkarma Daily BriefsFebruary 2, 2023
Daily BriefsECMIn today’s briefing: Flight Centre Travel Group Placement - Still a Good Deal Despite Its…
Smartkarma Daily BriefsFebruary 1, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Meituan (3690 HK): Delivery Workers on StrikeKeisei (9009): Connecting Narita and TokyoNidec…
Smartkarma Daily BriefsApril 25, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Nvidia, TSMC, ASML Trading Monitor - TSMC & ASML Results Indicate Cycle…
Smartkarma Daily BriefsApril 24, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Nationalization of Lithium Industry in Chile - Impact on Korean Rechargeable Batteries…
Smartkarma Daily BriefsApril 23, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: : Meituan’s Counterstrike Is Effective, Upgrade to BUYMankind Pharma IPO- Forensic AnalysisRecruit:…
Smartkarma Daily BriefsApril 22, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Seven & I: Founder's Death Fuels Value Act's Activism, Angers The Board,…
Smartkarma Daily BriefsApril 21, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Astra International (ASII IJ) - A Solid Start with Data in MindMiniso:…
Smartkarma Daily BriefsApril 20, 2023
Daily BriefsTMT/InternetIn today’s briefing: : Still Waiting for Downstream Inventory DigestionSHEN: One-Time Benefits Offset Loss :…
Smartkarma Daily BriefsMay 2, 2023
Daily BriefsTMT/InternetIn today’s briefing: Merger Arb Mondays (01 May) - HKBN, AAG Energy, United Malt, Blackmores,…
Smartkarma Daily BriefsMay 1, 2023
Daily BriefsTMT/InternetIn today’s briefing: Delta Taiwan Vs. Thailand Monitor: Delta Thai Crashes Vs. Taiwan After Results,…
Smartkarma Daily BriefsApril 30, 2023
Daily BriefsTMT/InternetIn today’s briefing: Memory Monitor: SK Hynix & Samsung Losses & Conservative Guidance Indicate Two-Track…
Smartkarma Daily BriefsApril 29, 2023
Daily BriefsTMT/InternetIn today’s briefing: BIG Fujitsu (6702 JP) Buyback - It's a Lot, but Not, but…
Smartkarma Daily BriefsApril 28, 2023
Daily BriefsTMT/InternetIn today’s briefing: Activision Blizzard – An Unsightly MessSSE50 Index Rebalance Preview: Five Changes Coming…
Smartkarma Daily BriefsApril 27, 2023
ChinaDaily BriefsIn today’s briefing: HSI Market Consultation: Foreign Companies, Industry Groups, HK CompaniesZJLD Group IPO Trading…
Smartkarma Daily BriefsApril 27, 2023
ChinaDaily BriefsIn today’s briefing: AAG (2686 HK): Pros & Cons Ahead Of Scheme VoteActionable Tactical Trade:…
Smartkarma Daily BriefsApril 26, 2023
ChinaDaily BriefsIn today’s briefing: Tencent Second Rejection - 305 Buy ZoneMeituan (3690 HK): Delivery Workers on…
Smartkarma Daily BriefsApril 25, 2023
ChinaDaily BriefsIn today’s briefing: Yuexiu Property (123 HK) Rights OfferingAnother Reason To Like China Mobile (941…
Smartkarma Daily BriefsApril 24, 2023
ChinaDaily BriefsIn today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-…
Smartkarma Daily BriefsApril 23, 2023
ChinaDaily BriefsIn today’s briefing: : Meituan’s Counterstrike Is Effective, Upgrade to BUYWeekly Wrap - 21 Apr…
Smartkarma Daily BriefsApril 22, 2023
Daily BriefsJapanIn today’s briefing: Tokyo Gas (9531 JP) Mega Buyback AnnouncedSkylark Holdings: A Big Upgrade to…
Smartkarma Daily BriefsApril 27, 2023
Daily BriefsJapanIn today’s briefing: Shimano (7309) | The HangoverNext Corporate Governance Code Revision May Further Dissolve…
Smartkarma Daily BriefsApril 26, 2023
Daily BriefsJapanIn today’s briefing: Keisei (9009): Connecting Narita and TokyoRakuten Bank (5838 JP): Premium Growth Neobank…
Smartkarma Daily BriefsApril 25, 2023
Daily BriefsJapanIn today’s briefing: Might Consider Creating Mechanism to Allocate Companies' Cash in Cash Cow to…
Smartkarma Daily BriefsApril 24, 2023
Daily BriefsJapanIn today’s briefing: Last Week in Event SPACE: Yamada Denki, Genting, HKBN, Toyo ConstructionECM Weekly…
Smartkarma Daily BriefsApril 23, 2023
Daily BriefsJapanIn today’s briefing: Toshiba – HDD Business RiskRecruit: Further Drop in US Job Openings Adds…
Smartkarma Daily BriefsApril 22, 2023
Daily BriefsMacroIn today’s briefing: Seasonality Watch: Four Charts that Will Make You Go Hmm…The Week That…
Smartkarma Daily BriefsFebruary 28, 2023
Daily BriefsMacroIn today’s briefing: Fed Policy Outlook: US Stagflation Fears Come Full CircleDecision Time for Bulls…
Smartkarma Daily BriefsFebruary 27, 2023
Daily BriefsMacroIn today’s briefing: Global Liquidity Update – Is US Fed QT Dead?Global Liquidity – Is…
Smartkarma Daily BriefsFebruary 26, 2023
Daily BriefsMacroIn today’s briefing: The Great Game - Wang Yi and His Wish.com WeaponsTINA Has Left,…
Smartkarma Daily BriefsFebruary 25, 2023
Daily BriefsMacroIn today’s briefing: Yields Up? Add Another 10% Downside for Stocks!EA: HICP Rolls Back from…
Smartkarma Daily BriefsFebruary 24, 2023
Daily BriefsMacroIn today’s briefing: China & HK Banks: Optimism Fading5 Things We Watch: Higher For Longer, the Consumer, Core…
Smartkarma Daily BriefsFebruary 23, 2023
Daily BriefsMost ReadIn today’s briefing: Index Rebalance & ETF Flow Recap: KS200, KQ150, HSI, CSI300/500, STAR50, SSE50,…
Smartkarma Daily BriefsMay 4, 2023
Daily BriefsMost ReadIn today’s briefing: Index Rebalance & ETF Flow Recap: KS200, KQ150, HSI, CSI300/500, STAR50, SSE50,…
Smartkarma Daily BriefsMay 3, 2023
Daily BriefsMost ReadIn today’s briefing: PCOMP Index Rebalance Preview: MPI Tender Offer Opens Up an Index SpotIndex…
Smartkarma Daily BriefsMay 2, 2023
Daily BriefsMost ReadIn today’s briefing: PCOMP Index Rebalance Preview: MPI Tender Offer Opens Up an Index SpotKansai…
Smartkarma Daily BriefsMay 1, 2023
Daily BriefsMost ReadIn today’s briefing: Matched Order Fraud in Korea: Reason Behind Eight Stocks Hit MassivelyChiNext/ChiNext50 Index…
Smartkarma Daily BriefsApril 30, 2023
Daily BriefsMost ReadIn today’s briefing: PCOMP Index Rebalance Preview: MPI Tender Offer Opens Up an Index SpotChiNext/ChiNext50…
Smartkarma Daily BriefsApril 29, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Big Yuexiu Property (123 HK) Rights Issue - 3 Capital Actions from…
Smartkarma Daily BriefsApril 21, 2023
Daily BriefsEvent-DrivenIn today’s briefing: An Exposed Target for Flow Trading on KQ150 Ad-Hoc Change by BH's…
Smartkarma Daily BriefsApril 20, 2023
Daily BriefsEvent-DrivenIn today’s briefing: HKBN (1310 HK): China Mobile Is the Latest to Show InterestTargeting the…
Smartkarma Daily BriefsApril 19, 2023
Daily BriefsEvent-DrivenIn today’s briefing: MSCI May 2023 QCIR: Potential Changes & Things to Watch as Review…
Smartkarma Daily BriefsApril 18, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Rakuten Bank (5838) IPO - Let's Go! (Part 2)Arclands (9842) Overpays for…
Smartkarma Daily BriefsApril 17, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Arcland Service (3085 JP): Share Exchange Offer from Arclands CorpLast Week in…
Smartkarma Daily BriefsApril 16, 2023
ECMSmartkarma 101sAn initial public offering (IPO) occurs when a company first offers its shares to the…
Smartkarma ContentFebruary 5, 2023
Daily BriefsECMIn today’s briefing: Hesai Group IPO: The Bull CaseHESAI Group IPO PreviewECM Weekly (5th Feb…
Smartkarma Daily BriefsFebruary 5, 2023
Daily BriefsECMIn today’s briefing: Pertamina Geothermal IPO: The Investment CaseNew Ruipeng Pet Group Pre-IPO - The…
Smartkarma Daily BriefsFebruary 4, 2023
Daily BriefsECMIn today’s briefing: Pertamina Geothermal Energy IPO - Somewhat like an Energy Explorer. Somewhat like…
Smartkarma Daily BriefsFebruary 3, 2023
Daily BriefsECMIn today’s briefing: Aequitas Korea IPOs Bookrunner Performance (2021-2022)Aequitas Korea Placements Bookrunner Performance (2019-2022)Freeport-McMoRan: Major…
Smartkarma Daily BriefsFebruary 2, 2023
Daily BriefsECMIn today’s briefing: Flight Centre Travel Group Placement - Still a Good Deal Despite Its…
Smartkarma Daily BriefsFebruary 1, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Meituan (3690 HK): Delivery Workers on StrikeKeisei (9009): Connecting Narita and TokyoNidec…
Smartkarma Daily BriefsApril 25, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Nvidia, TSMC, ASML Trading Monitor - TSMC & ASML Results Indicate Cycle…
Smartkarma Daily BriefsApril 24, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Nationalization of Lithium Industry in Chile - Impact on Korean Rechargeable Batteries…
Smartkarma Daily BriefsApril 23, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: : Meituan’s Counterstrike Is Effective, Upgrade to BUYMankind Pharma IPO- Forensic AnalysisRecruit:…
Smartkarma Daily BriefsApril 22, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Seven & I: Founder's Death Fuels Value Act's Activism, Angers The Board,…
Smartkarma Daily BriefsApril 21, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Astra International (ASII IJ) - A Solid Start with Data in MindMiniso:…
Smartkarma Daily BriefsApril 20, 2023
Daily BriefsTMT/InternetIn today’s briefing: : Still Waiting for Downstream Inventory DigestionSHEN: One-Time Benefits Offset Loss :…
Smartkarma Daily BriefsMay 2, 2023
Daily BriefsTMT/InternetIn today’s briefing: Merger Arb Mondays (01 May) - HKBN, AAG Energy, United Malt, Blackmores,…
Smartkarma Daily BriefsMay 1, 2023
Daily BriefsTMT/InternetIn today’s briefing: Delta Taiwan Vs. Thailand Monitor: Delta Thai Crashes Vs. Taiwan After Results,…
Smartkarma Daily BriefsApril 30, 2023
Daily BriefsTMT/InternetIn today’s briefing: Memory Monitor: SK Hynix & Samsung Losses & Conservative Guidance Indicate Two-Track…
Smartkarma Daily BriefsApril 29, 2023
Daily BriefsTMT/InternetIn today’s briefing: BIG Fujitsu (6702 JP) Buyback - It's a Lot, but Not, but…
Smartkarma Daily BriefsApril 28, 2023
Daily BriefsTMT/InternetIn today’s briefing: Activision Blizzard – An Unsightly MessSSE50 Index Rebalance Preview: Five Changes Coming…
Smartkarma Daily BriefsApril 27, 2023
ChinaDaily BriefsIn today’s briefing: HSI Market Consultation: Foreign Companies, Industry Groups, HK CompaniesZJLD Group IPO Trading…
Smartkarma Daily BriefsApril 27, 2023
ChinaDaily BriefsIn today’s briefing: AAG (2686 HK): Pros & Cons Ahead Of Scheme VoteActionable Tactical Trade:…
Smartkarma Daily BriefsApril 26, 2023
ChinaDaily BriefsIn today’s briefing: Tencent Second Rejection - 305 Buy ZoneMeituan (3690 HK): Delivery Workers on…
Smartkarma Daily BriefsApril 25, 2023
ChinaDaily BriefsIn today’s briefing: Yuexiu Property (123 HK) Rights OfferingAnother Reason To Like China Mobile (941…
Smartkarma Daily BriefsApril 24, 2023
ChinaDaily BriefsIn today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-…
Smartkarma Daily BriefsApril 23, 2023
ChinaDaily BriefsIn today’s briefing: : Meituan’s Counterstrike Is Effective, Upgrade to BUYWeekly Wrap - 21 Apr…
Smartkarma Daily BriefsApril 22, 2023
Daily BriefsJapanIn today’s briefing: Tokyo Gas (9531 JP) Mega Buyback AnnouncedSkylark Holdings: A Big Upgrade to…
Smartkarma Daily BriefsApril 27, 2023
Daily BriefsJapanIn today’s briefing: Shimano (7309) | The HangoverNext Corporate Governance Code Revision May Further Dissolve…
Smartkarma Daily BriefsApril 26, 2023
Daily BriefsJapanIn today’s briefing: Keisei (9009): Connecting Narita and TokyoRakuten Bank (5838 JP): Premium Growth Neobank…
Smartkarma Daily BriefsApril 25, 2023
Daily BriefsJapanIn today’s briefing: Might Consider Creating Mechanism to Allocate Companies' Cash in Cash Cow to…
Smartkarma Daily BriefsApril 24, 2023
Daily BriefsJapanIn today’s briefing: Last Week in Event SPACE: Yamada Denki, Genting, HKBN, Toyo ConstructionECM Weekly…
Smartkarma Daily BriefsApril 23, 2023
Daily BriefsJapanIn today’s briefing: Toshiba – HDD Business RiskRecruit: Further Drop in US Job Openings Adds…
Smartkarma Daily BriefsApril 22, 2023
Daily BriefsMacroIn today’s briefing: Seasonality Watch: Four Charts that Will Make You Go Hmm…The Week That…
Smartkarma Daily BriefsFebruary 28, 2023
Daily BriefsMacroIn today’s briefing: Fed Policy Outlook: US Stagflation Fears Come Full CircleDecision Time for Bulls…
Smartkarma Daily BriefsFebruary 27, 2023
Daily BriefsMacroIn today’s briefing: Global Liquidity Update – Is US Fed QT Dead?Global Liquidity – Is…
Smartkarma Daily BriefsFebruary 26, 2023
Daily BriefsMacroIn today’s briefing: The Great Game - Wang Yi and His Wish.com WeaponsTINA Has Left,…
Smartkarma Daily BriefsFebruary 25, 2023
Daily BriefsMacroIn today’s briefing: Yields Up? Add Another 10% Downside for Stocks!EA: HICP Rolls Back from…
Smartkarma Daily BriefsFebruary 24, 2023
Daily BriefsMacroIn today’s briefing: China & HK Banks: Optimism Fading5 Things We Watch: Higher For Longer, the Consumer, Core…
Smartkarma Daily BriefsFebruary 23, 2023
