In today’s briefing: Smartkarma Webinar | China EVs: Sales Strong, Stocks Weak?! 
Solactive Lithium Index…
Solactive Lithium Index…
Smartkarma Daily BriefsOctober 21, 2022
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Toshiba (6502) - There Is Actual News, and There Are Datapoints Which…
Smartkarma Daily BriefsOctober 19, 2022
Daily BriefsMost ReadIn today’s briefing: HDFC/HDFCB Merger in the Home Stretch: Potential Changes to NIFTY50, NIFTY100 &…
Smartkarma Daily BriefsOctober 18, 2022
Daily BriefsMost ReadIn today’s briefing: FTSE TWSE Taiwan Dividend+ Index Rebalance Preview: Market Consultation Results Announced; BIG…
Smartkarma Daily BriefsOctober 17, 2022
Daily BriefsMost ReadIn today’s briefing: CSI500 Index Rebalance Preview: Positioned for OutperformanceSPX Met 3,700 Sell Zone to…
Smartkarma Daily BriefsOctober 16, 2022
Daily BriefsMost ReadIn today’s briefing: FTSE TWSE Taiwan Dividend+ Index Rebalance Preview: Market Consultation Results Announced; BIG…
Smartkarma Daily BriefsOctober 15, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Myovant Sciences (MYOV US): Rejects Sumitomo’s $2.5B Bid; Remains Open for Better…
Smartkarma Daily BriefsOctober 8, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Thinking Strategically About a Shinsei Position - Things To Do NOWLink’s Ongoing…
Smartkarma Daily BriefsOctober 6, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Two Bits of Non-Bullish Toshiba NewsFTSE All-World/All-Cap Index Rebalance Preview (Dec): Quieter…
Smartkarma Daily BriefsOctober 4, 2022
Daily BriefsEvent-DrivenIn today’s briefing: EVOC’s H Share Class Meeting on 19 OctoberTassal Scheme Meeting on 3…
Smartkarma Daily BriefsOctober 2, 2022
Daily BriefsEvent-DrivenIn today’s briefing: (Mostly) Asia M&A: September 2022 RoundupEdizione & KKR/Atlantia: All Clearances Obtained (Mostly)…
Smartkarma Daily BriefsOctober 1, 2022
Daily BriefsEvent-DrivenIn today’s briefing: SATS to Buy Worldwide Flight Services (WFS) As Private Equity ExitsBilibili (9626…
Smartkarma Daily BriefsSeptember 29, 2022
Daily BriefsECMIn today’s briefing:Socar IPO Preview Socar IPO PreviewBy Douglas Kim Socar, the largest car sharing…
Smartkarma Daily BriefsJune 25, 2022
Daily BriefsECMIn today’s briefing:Tianqi Lithium H Share Listing: Riding the WaveSoosan Industries IPO Preview Tianqi Lithium…
Smartkarma Daily BriefsJune 24, 2022
Daily BriefsECMIn today’s briefing:ThaiBev’s BeerCo IPO: What's It Worth?Thai Life Insurance Pre-IPO - Thoughts on Valuation…
Smartkarma Daily BriefsJune 23, 2022
Daily BriefsECMIn today’s briefing:Thai Life Insurance Pre-IPO - Industry Dynamics and Domestic Peer Comparison Aren't Very…
Smartkarma Daily BriefsJune 22, 2022
Daily BriefsECMIn today’s briefing:ThaiBev’s BeerCo IPO: Third Time’s the Charm?Lunit IPO Preview: A Pioneer in AI-Based…
Smartkarma Daily BriefsJune 21, 2022
Daily BriefsECMIn today’s briefing:Sungeel HiTech IPO PreviewECM Weekly (19th June 2022) - Tianqi, GoAir, China United,…
Smartkarma Daily BriefsJune 19, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Hisense (921 HK/000921 CH) NonsenseFast Retailing – FY23 Guidance Could Knock Some…
Smartkarma Daily BriefsOctober 11, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: PT Metrodata Electronics (MTDL IJ) - Driving Digitalisation in IndonesiaIs Kakao Cheap…
Smartkarma Daily BriefsOctober 9, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Hero Motocorp (HMCL IN) | Brace for DisappointmentSeven & I – The…
Smartkarma Daily BriefsOctober 8, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Rakuten - Sale of Stake in Securities Business Eases Funding PressureToshiba (6502…
Smartkarma Daily BriefsOctober 6, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: China Internet Weekly (3Oct2022): Tencent, NetEase, Alibaba, Kuaishou, UxinLasertec (6920 JP): Accumulate…
Smartkarma Daily BriefsOctober 4, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Easy Trip Planners: Unattractive Inspite of High ProfitabilityWoori - Plenty to Worry…
Smartkarma Daily BriefsOctober 2, 2022
Daily BriefsTMT/InternetIn today’s briefing: TOPIX October 2022 Rebal - Buy/Sell Baskets (May the Flow Be Ever…
Smartkarma Daily BriefsOctober 10, 2022
Daily BriefsTMT/InternetIn today’s briefing: Is Kakao Cheap or Not? Actions Louder than WordsKLA Corporation: Initiation of…
Smartkarma Daily BriefsOctober 9, 2022
Daily BriefsTMT/InternetIn today’s briefing: Observability: ServiceNow Acquisition Threatens Dynatrace and ElasticNTGR: Hotspot of a PreviewCiena Corporation:…
Smartkarma Daily BriefsOctober 8, 2022
Daily BriefsTMT/InternetIn today’s briefing: Kakao Pay: Downsized Rights Offering of Kakao Pay Securities & Potential Selling…
Smartkarma Daily BriefsOctober 7, 2022
Daily BriefsTMT/InternetIn today’s briefing: Link’s Ongoing Overtures from DND Underscore Its ValueStubWorld: Link And D&D Continue…
Smartkarma Daily BriefsOctober 6, 2022
Daily BriefsTMT/InternetIn today’s briefing: Saudi Arabia Gaming: Plans to Invest $38 Billion in Global Game IndustryChina…
Smartkarma Daily BriefsOctober 4, 2022
ChinaDaily BriefsIn today’s briefing: HSI Index Rebalance Preview: Small Step or Giant Leap?CALB IPO Trading -…
Smartkarma Daily BriefsOctober 5, 2022
ChinaDaily BriefsIn today’s briefing: FTSE All-World/All-Cap Index Rebalance Preview (Dec): Quieter Than Usual as IPOs Dry…
Smartkarma Daily BriefsOctober 4, 2022
ChinaDaily BriefsIn today’s briefing: EVOC’s H Share Class Meeting on 19 OctoberLast Week in Event SPACE:…
Smartkarma Daily BriefsOctober 2, 2022
ChinaDaily BriefsIn today’s briefing: (Mostly) Asia M&A: September 2022 RoundupWeekly Wrap - 30 Sep 2022Weekly Wrap…
Smartkarma Daily BriefsOctober 1, 2022
ChinaDaily BriefsIn today’s briefing: Leapmotor IPO - Weak Demand but Concentrated AllocationBilibili (9626 HK): Implications of…
Smartkarma Daily BriefsSeptember 29, 2022
ChinaDaily BriefsIn today’s briefing: Tencent Investee Selldown - The US$120bn Global OverhangJinke Smart (9666 HK)’s Low-Balled…
Smartkarma Daily BriefsSeptember 28, 2022
Daily BriefsJapanIn today’s briefing: Two Bits of Non-Bullish Toshiba NewsSaudi Arabia Gaming: Plans to Invest $38…
Smartkarma Daily BriefsOctober 4, 2022
Daily BriefsJapanIn today’s briefing: BREAKING! Dog Loses To Mangalore - Idemitsu Kosan Does Its Deal for…
Smartkarma Daily BriefsOctober 2, 2022
Daily BriefsJapanIn today’s briefing: Softbank Group - Vision Fund Losses Accelerate into Quarter EndMSCI ACWI Ex-US,…
Smartkarma Daily BriefsOctober 1, 2022
Daily BriefsJapanIn today’s briefing: Eisai Co (4523 JP): Positive Trial Result For Alzheimer’s Disease Drug- A…
Smartkarma Daily BriefsSeptember 29, 2022
Daily BriefsJapanIn today’s briefing: The October TOPIX FFW Review and Shinsei Bank (8303)'s Future FloatAbout A…
Smartkarma Daily BriefsSeptember 28, 2022
Daily BriefsJapanIn today’s briefing: Fast Retailing (9983) | Elevated Multiple and Guidance RiskWomen Founders Should Be…
Smartkarma Daily BriefsSeptember 26, 2022
Daily BriefsMacroIn today’s briefing: Infrastructure Development in Asia: A Reset on the Horizon"V" For ? Thoughts…
Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsMacroIn today’s briefing: Indonesia: Bumper Trade Surplus and FDI Inflows Undergird IDRMalaysia: Still Little Chance…
Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsMacroIn today’s briefing: Lower Corporate Tax Rate in Korea Could Be an Extra Alpha KickerThe…
Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsMacroIn today’s briefing: A Powerful New Bull? Don't Bet On It!The Secret Lives of Corporate…
Smartkarma Daily BriefsJuly 25, 2022
Daily BriefsMacroIn today’s briefing: Global Monetary Tightening Gathers Pace as US Inflation Raises the Ante on…
Smartkarma Daily BriefsJuly 24, 2022
Daily BriefsMacroIn today’s briefing: Cross Markets: Is the Ship Turning?Surveys Screeching Toward RecessionCX Daily: How Saving…
Smartkarma Daily BriefsJuly 23, 2022
Daily BriefsMost ReadIn today’s briefing: Smartkarma Webinar | China EVs: Sales Strong, Stocks Weak?! Solactive Lithium Index…
Solactive Lithium Index…Smartkarma Daily BriefsOctober 21, 2022
Daily BriefsMost ReadIn today’s briefing: Toshiba (6502) - There Is Actual News, and There Are Datapoints Which…
Smartkarma Daily BriefsOctober 19, 2022
Daily BriefsMost ReadIn today’s briefing: HDFC/HDFCB Merger in the Home Stretch: Potential Changes to NIFTY50, NIFTY100 &…
Smartkarma Daily BriefsOctober 18, 2022
Daily BriefsMost ReadIn today’s briefing: FTSE TWSE Taiwan Dividend+ Index Rebalance Preview: Market Consultation Results Announced; BIG…
Smartkarma Daily BriefsOctober 17, 2022
Daily BriefsMost ReadIn today’s briefing: CSI500 Index Rebalance Preview: Positioned for OutperformanceSPX Met 3,700 Sell Zone to…
Smartkarma Daily BriefsOctober 16, 2022
Daily BriefsMost ReadIn today’s briefing: FTSE TWSE Taiwan Dividend+ Index Rebalance Preview: Market Consultation Results Announced; BIG…
Smartkarma Daily BriefsOctober 15, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Myovant Sciences (MYOV US): Rejects Sumitomo’s $2.5B Bid; Remains Open for Better…
Smartkarma Daily BriefsOctober 8, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Thinking Strategically About a Shinsei Position - Things To Do NOWLink’s Ongoing…
Smartkarma Daily BriefsOctober 6, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Two Bits of Non-Bullish Toshiba NewsFTSE All-World/All-Cap Index Rebalance Preview (Dec): Quieter…
Smartkarma Daily BriefsOctober 4, 2022
Daily BriefsEvent-DrivenIn today’s briefing: EVOC’s H Share Class Meeting on 19 OctoberTassal Scheme Meeting on 3…
Smartkarma Daily BriefsOctober 2, 2022
Daily BriefsEvent-DrivenIn today’s briefing: (Mostly) Asia M&A: September 2022 RoundupEdizione & KKR/Atlantia: All Clearances Obtained (Mostly)…
Smartkarma Daily BriefsOctober 1, 2022
Daily BriefsEvent-DrivenIn today’s briefing: SATS to Buy Worldwide Flight Services (WFS) As Private Equity ExitsBilibili (9626…
Smartkarma Daily BriefsSeptember 29, 2022
Daily BriefsECMIn today’s briefing:Socar IPO Preview Socar IPO PreviewBy Douglas Kim Socar, the largest car sharing…
Smartkarma Daily BriefsJune 25, 2022
Daily BriefsECMIn today’s briefing:Tianqi Lithium H Share Listing: Riding the WaveSoosan Industries IPO Preview Tianqi Lithium…
Smartkarma Daily BriefsJune 24, 2022
Daily BriefsECMIn today’s briefing:ThaiBev’s BeerCo IPO: What's It Worth?Thai Life Insurance Pre-IPO - Thoughts on Valuation…
Smartkarma Daily BriefsJune 23, 2022
Daily BriefsECMIn today’s briefing:Thai Life Insurance Pre-IPO - Industry Dynamics and Domestic Peer Comparison Aren't Very…
Smartkarma Daily BriefsJune 22, 2022
Daily BriefsECMIn today’s briefing:ThaiBev’s BeerCo IPO: Third Time’s the Charm?Lunit IPO Preview: A Pioneer in AI-Based…
Smartkarma Daily BriefsJune 21, 2022
Daily BriefsECMIn today’s briefing:Sungeel HiTech IPO PreviewECM Weekly (19th June 2022) - Tianqi, GoAir, China United,…
Smartkarma Daily BriefsJune 19, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Hisense (921 HK/000921 CH) NonsenseFast Retailing – FY23 Guidance Could Knock Some…
Smartkarma Daily BriefsOctober 11, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: PT Metrodata Electronics (MTDL IJ) - Driving Digitalisation in IndonesiaIs Kakao Cheap…
Smartkarma Daily BriefsOctober 9, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Hero Motocorp (HMCL IN) | Brace for DisappointmentSeven & I – The…
Smartkarma Daily BriefsOctober 8, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Rakuten - Sale of Stake in Securities Business Eases Funding PressureToshiba (6502…
Smartkarma Daily BriefsOctober 6, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: China Internet Weekly (3Oct2022): Tencent, NetEase, Alibaba, Kuaishou, UxinLasertec (6920 JP): Accumulate…
Smartkarma Daily BriefsOctober 4, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Easy Trip Planners: Unattractive Inspite of High ProfitabilityWoori - Plenty to Worry…
Smartkarma Daily BriefsOctober 2, 2022
Daily BriefsTMT/InternetIn today’s briefing: TOPIX October 2022 Rebal - Buy/Sell Baskets (May the Flow Be Ever…
Smartkarma Daily BriefsOctober 10, 2022
Daily BriefsTMT/InternetIn today’s briefing: Is Kakao Cheap or Not? Actions Louder than WordsKLA Corporation: Initiation of…
Smartkarma Daily BriefsOctober 9, 2022
Daily BriefsTMT/InternetIn today’s briefing: Observability: ServiceNow Acquisition Threatens Dynatrace and ElasticNTGR: Hotspot of a PreviewCiena Corporation:…
Smartkarma Daily BriefsOctober 8, 2022
Daily BriefsTMT/InternetIn today’s briefing: Kakao Pay: Downsized Rights Offering of Kakao Pay Securities & Potential Selling…
Smartkarma Daily BriefsOctober 7, 2022
Daily BriefsTMT/InternetIn today’s briefing: Link’s Ongoing Overtures from DND Underscore Its ValueStubWorld: Link And D&D Continue…
Smartkarma Daily BriefsOctober 6, 2022
Daily BriefsTMT/InternetIn today’s briefing: Saudi Arabia Gaming: Plans to Invest $38 Billion in Global Game IndustryChina…
Smartkarma Daily BriefsOctober 4, 2022
ChinaDaily BriefsIn today’s briefing: HSI Index Rebalance Preview: Small Step or Giant Leap?CALB IPO Trading -…
Smartkarma Daily BriefsOctober 5, 2022
ChinaDaily BriefsIn today’s briefing: FTSE All-World/All-Cap Index Rebalance Preview (Dec): Quieter Than Usual as IPOs Dry…
Smartkarma Daily BriefsOctober 4, 2022
ChinaDaily BriefsIn today’s briefing: EVOC’s H Share Class Meeting on 19 OctoberLast Week in Event SPACE:…
Smartkarma Daily BriefsOctober 2, 2022
ChinaDaily BriefsIn today’s briefing: (Mostly) Asia M&A: September 2022 RoundupWeekly Wrap - 30 Sep 2022Weekly Wrap…
Smartkarma Daily BriefsOctober 1, 2022
ChinaDaily BriefsIn today’s briefing: Leapmotor IPO - Weak Demand but Concentrated AllocationBilibili (9626 HK): Implications of…
Smartkarma Daily BriefsSeptember 29, 2022
ChinaDaily BriefsIn today’s briefing: Tencent Investee Selldown - The US$120bn Global OverhangJinke Smart (9666 HK)’s Low-Balled…
Smartkarma Daily BriefsSeptember 28, 2022
Daily BriefsJapanIn today’s briefing: Two Bits of Non-Bullish Toshiba NewsSaudi Arabia Gaming: Plans to Invest $38…
Smartkarma Daily BriefsOctober 4, 2022
Daily BriefsJapanIn today’s briefing: BREAKING! Dog Loses To Mangalore - Idemitsu Kosan Does Its Deal for…
Smartkarma Daily BriefsOctober 2, 2022
Daily BriefsJapanIn today’s briefing: Softbank Group - Vision Fund Losses Accelerate into Quarter EndMSCI ACWI Ex-US,…
Smartkarma Daily BriefsOctober 1, 2022
Daily BriefsJapanIn today’s briefing: Eisai Co (4523 JP): Positive Trial Result For Alzheimer’s Disease Drug- A…
Smartkarma Daily BriefsSeptember 29, 2022
Daily BriefsJapanIn today’s briefing: The October TOPIX FFW Review and Shinsei Bank (8303)'s Future FloatAbout A…
Smartkarma Daily BriefsSeptember 28, 2022
Daily BriefsJapanIn today’s briefing: Fast Retailing (9983) | Elevated Multiple and Guidance RiskWomen Founders Should Be…
Smartkarma Daily BriefsSeptember 26, 2022
Daily BriefsMacroIn today’s briefing: Infrastructure Development in Asia: A Reset on the Horizon"V" For ? Thoughts…
Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsMacroIn today’s briefing: Indonesia: Bumper Trade Surplus and FDI Inflows Undergird IDRMalaysia: Still Little Chance…
Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsMacroIn today’s briefing: Lower Corporate Tax Rate in Korea Could Be an Extra Alpha KickerThe…
Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsMacroIn today’s briefing: A Powerful New Bull? Don't Bet On It!The Secret Lives of Corporate…
Smartkarma Daily BriefsJuly 25, 2022
Daily BriefsMacroIn today’s briefing: Global Monetary Tightening Gathers Pace as US Inflation Raises the Ante on…
Smartkarma Daily BriefsJuly 24, 2022
Daily BriefsMacroIn today’s briefing: Cross Markets: Is the Ship Turning?Surveys Screeching Toward RecessionCX Daily: How Saving…
Smartkarma Daily BriefsJuly 23, 2022
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