In today’s briefing: Tokyo Gas (9531 JP) Mega Buyback AnnouncedA Crash in 8 Korean Stocks…
Smartkarma Daily BriefsApril 28, 2023
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Matched Order Fraud in Korea: Reason Behind Eight Stocks Hit MassivelyHDFC/HDFC Bank…
Smartkarma Daily BriefsApril 27, 2023
Daily BriefsMost ReadIn today’s briefing: Matched Order Fraud in Korea: Reason Behind Eight Stocks Hit MassivelyKOSPI200 Index…
Smartkarma Daily BriefsApril 26, 2023
Daily BriefsMost ReadIn today’s briefing: Another Reason To Like China Mobile (941 HK)Yuexiu Property (123 HK) Rights…
Smartkarma Daily BriefsApril 25, 2023
Daily BriefsMost ReadIn today’s briefing: Index Rebalance & ETF Flow Recap: MSCI STD, Yuanta Div+, ZJLD, AntaYuexiu…
Smartkarma Daily BriefsApril 24, 2023
Daily BriefsMost ReadIn today’s briefing: Index Rebalance & ETF Flow Recap: Nikkei225, KOSDAQ150, KT CorpHang Seng Index…
Smartkarma Daily BriefsApril 23, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Citizen Watch (7762) : Super-Aggressive Buyback Likely Ending Soon - Beware of…
Smartkarma Daily BriefsApril 15, 2023
Daily BriefsEvent-DrivenIn today’s briefing: S&P/ASX Adhoc Index Rebalance: SVW in ASX100, BGL in ASX200MSCI Taiwan May…
Smartkarma Daily BriefsApril 14, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Tencent (700 HK) - This Is Not the Selldown You Are Looking…
Smartkarma Daily BriefsApril 13, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Japan's Governance Changes I - The PBR 1.0 TargetNewcrest: Newmont Bumps And…
Smartkarma Daily BriefsApril 12, 2023
Daily BriefsEvent-DrivenIn today’s briefing: TOPIX Big April Basket 23: 100% Hit Rate for High Conviction Basket;…
Smartkarma Daily BriefsApril 11, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Last Week in Event SPACE: ANZ/Suncorp, JCNC, Adani, Khan Bank/HS Holdings, Hong…
Smartkarma Daily BriefsApril 10, 2023
Daily BriefsECMIn today’s briefing: Concord Biotech Pre-IPO - Sales Have Been Growing but Watch Out for…
Smartkarma Daily BriefsJanuary 31, 2023
Daily BriefsECMIn today’s briefing: Aequitas ASEAN IPOs Bookrunner Performance (2019-2022)Pre-IPO New Ruipeng Pet Group (RPET.US)- The…
Smartkarma Daily BriefsJanuary 30, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (29th Jan 2023) - Adani, Oasis, Mankind Pharma, ZJLD, India…
Smartkarma Daily BriefsJanuary 29, 2023
Daily BriefsECMIn today’s briefing: Aequitas India IPOs Bookrunner Performance (2019-2022)Teradyne Inc: Merger of AutoGuide Mobile Robots…
Smartkarma Daily BriefsJanuary 28, 2023
Daily BriefsECMIn today’s briefing: Mankind Pharma Pre-IPO - The Negatives - Recent Updates Weren't GreatOasis Corporation…
Smartkarma Daily BriefsJanuary 27, 2023
Daily BriefsECMIn today’s briefing: Mankind Pharma Pre-IPO - The Positives - Diverse Portfolio with Steady past…
Smartkarma Daily BriefsJanuary 26, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba (9988 HK): “Department One” in ReorganizationTSMC: Crowded Trade?Whitehaven Coal: Production Guide…
Smartkarma Daily BriefsApril 19, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Max Healthcare (MAXHEALTH IN): Improving Operating Parameters; Well-Positioned for Long-Term GrowthSJVN Limited…
Smartkarma Daily BriefsApril 18, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Lonking (3339 HK): Back to Attractive ZoneMemory Monitor: Nanya Technology Hopeful of…
Smartkarma Daily BriefsApril 17, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Market Share Loss for Tesla Korea Accelerating in 1Q 2023Money Forward (3994)…
Smartkarma Daily BriefsApril 16, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: : Better Recovery with Leading Position in AIGCAmazon: Having A Long-Term View…
Smartkarma Daily BriefsApril 15, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Retail Ads: A New Revenue Stream for Seven & I and Rival…
Smartkarma Daily BriefsApril 14, 2023
Daily BriefsTMT/InternetIn 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: Tencent Second Rejection - 305 Buy ZoneMeituan (3690 HK): Delivery Workers on…
Smartkarma Daily BriefsApril 25, 2023
Daily BriefsTMT/InternetIn today’s briefing: Another Reason To Like China Mobile (941 HK)Overlooked Trading Angle in K-New…
Smartkarma Daily BriefsApril 24, 2023
Daily BriefsTMT/InternetIn today’s briefing: Index Rebalance & ETF Flow Recap: MSCI STD, Yuanta Div+, ZJLD, AntaBlackLine…
Smartkarma Daily BriefsApril 23, 2023
Daily BriefsTMT/InternetIn today’s briefing: : Meituan’s Counterstrike Is Effective, Upgrade to BUYCompeting ProposalsUber Technologies Inc.: Major…
Smartkarma Daily BriefsApril 22, 2023
Daily BriefsTMT/InternetIn today’s briefing: Quiddity Leaderboard-DAX Jun 23: SMA Solar, Hochtief, Adtran, Aroundtown: Reiterate SELL for…
Smartkarma Daily BriefsApril 21, 2023
ChinaDaily BriefsIn today’s briefing: Big Yuexiu Property (123 HK) Rights Issue - 3 Capital Actions from…
Smartkarma Daily BriefsApril 21, 2023
ChinaDaily BriefsIn today’s briefing: If HKBN Gets Taken Out, Who's Next?Miniso: Investors Turning a Blind Eye…
Smartkarma Daily BriefsApril 20, 2023
ChinaDaily BriefsIn today’s briefing: Alibaba (9988 HK): “Department One” in ReorganizationHKBN (1310 HK): China Mobile Is…
Smartkarma Daily BriefsApril 19, 2023
ChinaDaily BriefsIn today’s briefing: Anta Sports Placement - A Large Deal to Digest with Unknown Use…
Smartkarma Daily BriefsApril 18, 2023
ChinaDaily BriefsIn today’s briefing: TRACKING TRAFFIC/Lalatech IPO: Attractive Segment | 'Unbelievable' Cost Control | Hidden CompetitionLonking…
Smartkarma Daily BriefsApril 17, 2023
ChinaDaily BriefsIn today’s briefing: Last Week in Event SPACE: Tencent, Ecopro, Japan’s Governance, Jardines, CitizenEQD |…
Smartkarma Daily BriefsApril 16, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Bank (5838) IPO - Post-IPO Trading Volume Decay and RB's Place…
Smartkarma Daily BriefsApril 21, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Bank IPO Trading - Ample UpsideRakuten Bank IPO: Trading DebutModest ROE…
Smartkarma Daily BriefsApril 20, 2023
Daily BriefsJapanIn today’s briefing: YFO Goes Hard for Board Spill - Independents AND ExecutivesYamada Denki (9831)…
Smartkarma Daily BriefsApril 19, 2023
Daily BriefsJapanIn today’s briefing: Nikkei 225 Sep 2023 Rebalance Gets Interestinger - Possible Fast Retailing Cap…
Smartkarma Daily BriefsApril 18, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Bank (5838) IPO - Let's Go! (Part 2)Arclands (9842) Overpays for…
Smartkarma Daily BriefsApril 17, 2023
Daily BriefsJapanIn today’s briefing: Arcland Service (3085 JP): Share Exchange Offer from Arclands CorpMoney Forward (3994)…
Smartkarma Daily BriefsApril 16, 2023
Daily BriefsMacroIn today’s briefing: Singapore Budget 2023: More of the Same?Singapore Budget 2023: Macroeconomic ImplicationsCX Daily:…
Smartkarma Daily BriefsFebruary 22, 2023
Daily BriefsMacroIn today’s briefing: Dollar'O’Meter - Continued USD Weakening Ahead Based on Our Probability Weighted ModelsThe…
Smartkarma Daily BriefsFebruary 21, 2023
Daily BriefsMacroIn today’s briefing: A Sea Change in Global Liquidity: Why QT Is Dead?Global Liquidity Trends…
Smartkarma Daily BriefsFebruary 20, 2023
Daily BriefsMacroIn today’s briefing: Nigeria Goes to the Polls – What Will Happen if Obi Wins?Positioning…
Smartkarma Daily BriefsFebruary 19, 2023
Daily BriefsMacroIn today’s briefing: CX Daily: Exclusive: Billionaire Founder of China Renaissance Goes MissingUK: Sales Briefly…
Smartkarma Daily BriefsFebruary 18, 2023
Daily BriefsMacroIn today’s briefing: Japan Watch - The YCC Time Bomb for Western Fixed Income Japan…
Smartkarma Daily BriefsFebruary 17, 2023
Daily BriefsMost ReadIn today’s briefing: Tokyo Gas (9531 JP) Mega Buyback AnnouncedA Crash in 8 Korean Stocks…
Smartkarma Daily BriefsApril 28, 2023
Daily BriefsMost ReadIn today’s briefing: Matched Order Fraud in Korea: Reason Behind Eight Stocks Hit MassivelyHDFC/HDFC Bank…
Smartkarma Daily BriefsApril 27, 2023
Daily BriefsMost ReadIn today’s briefing: Matched Order Fraud in Korea: Reason Behind Eight Stocks Hit MassivelyKOSPI200 Index…
Smartkarma Daily BriefsApril 26, 2023
Daily BriefsMost ReadIn today’s briefing: Another Reason To Like China Mobile (941 HK)Yuexiu Property (123 HK) Rights…
Smartkarma Daily BriefsApril 25, 2023
Daily BriefsMost ReadIn today’s briefing: Index Rebalance & ETF Flow Recap: MSCI STD, Yuanta Div+, ZJLD, AntaYuexiu…
Smartkarma Daily BriefsApril 24, 2023
Daily BriefsMost ReadIn today’s briefing: Index Rebalance & ETF Flow Recap: Nikkei225, KOSDAQ150, KT CorpHang Seng Index…
Smartkarma Daily BriefsApril 23, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Citizen Watch (7762) : Super-Aggressive Buyback Likely Ending Soon - Beware of…
Smartkarma Daily BriefsApril 15, 2023
Daily BriefsEvent-DrivenIn today’s briefing: S&P/ASX Adhoc Index Rebalance: SVW in ASX100, BGL in ASX200MSCI Taiwan May…
Smartkarma Daily BriefsApril 14, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Tencent (700 HK) - This Is Not the Selldown You Are Looking…
Smartkarma Daily BriefsApril 13, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Japan's Governance Changes I - The PBR 1.0 TargetNewcrest: Newmont Bumps And…
Smartkarma Daily BriefsApril 12, 2023
Daily BriefsEvent-DrivenIn today’s briefing: TOPIX Big April Basket 23: 100% Hit Rate for High Conviction Basket;…
Smartkarma Daily BriefsApril 11, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Last Week in Event SPACE: ANZ/Suncorp, JCNC, Adani, Khan Bank/HS Holdings, Hong…
Smartkarma Daily BriefsApril 10, 2023
Daily BriefsECMIn today’s briefing: Concord Biotech Pre-IPO - Sales Have Been Growing but Watch Out for…
Smartkarma Daily BriefsJanuary 31, 2023
Daily BriefsECMIn today’s briefing: Aequitas ASEAN IPOs Bookrunner Performance (2019-2022)Pre-IPO New Ruipeng Pet Group (RPET.US)- The…
Smartkarma Daily BriefsJanuary 30, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (29th Jan 2023) - Adani, Oasis, Mankind Pharma, ZJLD, India…
Smartkarma Daily BriefsJanuary 29, 2023
Daily BriefsECMIn today’s briefing: Aequitas India IPOs Bookrunner Performance (2019-2022)Teradyne Inc: Merger of AutoGuide Mobile Robots…
Smartkarma Daily BriefsJanuary 28, 2023
Daily BriefsECMIn today’s briefing: Mankind Pharma Pre-IPO - The Negatives - Recent Updates Weren't GreatOasis Corporation…
Smartkarma Daily BriefsJanuary 27, 2023
Daily BriefsECMIn today’s briefing: Mankind Pharma Pre-IPO - The Positives - Diverse Portfolio with Steady past…
Smartkarma Daily BriefsJanuary 26, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba (9988 HK): “Department One” in ReorganizationTSMC: Crowded Trade?Whitehaven Coal: Production Guide…
Smartkarma Daily BriefsApril 19, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Max Healthcare (MAXHEALTH IN): Improving Operating Parameters; Well-Positioned for Long-Term GrowthSJVN Limited…
Smartkarma Daily BriefsApril 18, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Lonking (3339 HK): Back to Attractive ZoneMemory Monitor: Nanya Technology Hopeful of…
Smartkarma Daily BriefsApril 17, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Market Share Loss for Tesla Korea Accelerating in 1Q 2023Money Forward (3994)…
Smartkarma Daily BriefsApril 16, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: : Better Recovery with Leading Position in AIGCAmazon: Having A Long-Term View…
Smartkarma Daily BriefsApril 15, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Retail Ads: A New Revenue Stream for Seven & I and Rival…
Smartkarma Daily BriefsApril 14, 2023
Daily BriefsTMT/InternetIn 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: Tencent Second Rejection - 305 Buy ZoneMeituan (3690 HK): Delivery Workers on…
Smartkarma Daily BriefsApril 25, 2023
Daily BriefsTMT/InternetIn today’s briefing: Another Reason To Like China Mobile (941 HK)Overlooked Trading Angle in K-New…
Smartkarma Daily BriefsApril 24, 2023
Daily BriefsTMT/InternetIn today’s briefing: Index Rebalance & ETF Flow Recap: MSCI STD, Yuanta Div+, ZJLD, AntaBlackLine…
Smartkarma Daily BriefsApril 23, 2023
Daily BriefsTMT/InternetIn today’s briefing: : Meituan’s Counterstrike Is Effective, Upgrade to BUYCompeting ProposalsUber Technologies Inc.: Major…
Smartkarma Daily BriefsApril 22, 2023
Daily BriefsTMT/InternetIn today’s briefing: Quiddity Leaderboard-DAX Jun 23: SMA Solar, Hochtief, Adtran, Aroundtown: Reiterate SELL for…
Smartkarma Daily BriefsApril 21, 2023
ChinaDaily BriefsIn today’s briefing: Big Yuexiu Property (123 HK) Rights Issue - 3 Capital Actions from…
Smartkarma Daily BriefsApril 21, 2023
ChinaDaily BriefsIn today’s briefing: If HKBN Gets Taken Out, Who's Next?Miniso: Investors Turning a Blind Eye…
Smartkarma Daily BriefsApril 20, 2023
ChinaDaily BriefsIn today’s briefing: Alibaba (9988 HK): “Department One” in ReorganizationHKBN (1310 HK): China Mobile Is…
Smartkarma Daily BriefsApril 19, 2023
ChinaDaily BriefsIn today’s briefing: Anta Sports Placement - A Large Deal to Digest with Unknown Use…
Smartkarma Daily BriefsApril 18, 2023
ChinaDaily BriefsIn today’s briefing: TRACKING TRAFFIC/Lalatech IPO: Attractive Segment | 'Unbelievable' Cost Control | Hidden CompetitionLonking…
Smartkarma Daily BriefsApril 17, 2023
ChinaDaily BriefsIn today’s briefing: Last Week in Event SPACE: Tencent, Ecopro, Japan’s Governance, Jardines, CitizenEQD |…
Smartkarma Daily BriefsApril 16, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Bank (5838) IPO - Post-IPO Trading Volume Decay and RB's Place…
Smartkarma Daily BriefsApril 21, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Bank IPO Trading - Ample UpsideRakuten Bank IPO: Trading DebutModest ROE…
Smartkarma Daily BriefsApril 20, 2023
Daily BriefsJapanIn today’s briefing: YFO Goes Hard for Board Spill - Independents AND ExecutivesYamada Denki (9831)…
Smartkarma Daily BriefsApril 19, 2023
Daily BriefsJapanIn today’s briefing: Nikkei 225 Sep 2023 Rebalance Gets Interestinger - Possible Fast Retailing Cap…
Smartkarma Daily BriefsApril 18, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Bank (5838) IPO - Let's Go! (Part 2)Arclands (9842) Overpays for…
Smartkarma Daily BriefsApril 17, 2023
Daily BriefsJapanIn today’s briefing: Arcland Service (3085 JP): Share Exchange Offer from Arclands CorpMoney Forward (3994)…
Smartkarma Daily BriefsApril 16, 2023
Daily BriefsMacroIn today’s briefing: Singapore Budget 2023: More of the Same?Singapore Budget 2023: Macroeconomic ImplicationsCX Daily:…
Smartkarma Daily BriefsFebruary 22, 2023
Daily BriefsMacroIn today’s briefing: Dollar'O’Meter - Continued USD Weakening Ahead Based on Our Probability Weighted ModelsThe…
Smartkarma Daily BriefsFebruary 21, 2023
Daily BriefsMacroIn today’s briefing: A Sea Change in Global Liquidity: Why QT Is Dead?Global Liquidity Trends…
Smartkarma Daily BriefsFebruary 20, 2023
Daily BriefsMacroIn today’s briefing: Nigeria Goes to the Polls – What Will Happen if Obi Wins?Positioning…
Smartkarma Daily BriefsFebruary 19, 2023
Daily BriefsMacroIn today’s briefing: CX Daily: Exclusive: Billionaire Founder of China Renaissance Goes MissingUK: Sales Briefly…
Smartkarma Daily BriefsFebruary 18, 2023
Daily BriefsMacroIn today’s briefing: Japan Watch - The YCC Time Bomb for Western Fixed Income Japan…
Smartkarma Daily BriefsFebruary 17, 2023
