In today’s briefing: Meituan (3690 HK): All Stock in CCASS Now; Tracking the SellingNikkei 225…
Smartkarma Daily BriefsMarch 29, 2023
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Tencent Meituan Dividend - The US$17bn Overhang Is Here - Not All…
Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsMost ReadIn today’s briefing: Toshiba – Thoughts On The Tender OpinionTencent Meituan Dividend - The US$17bn…
Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsMost ReadIn today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…
Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsMost ReadIn today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…
Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsMost ReadIn today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…
Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsEvent-DrivenIn today’s briefing: SM Entertainment: Kakao's Tender Offer Proration AnalysisHSCEI Index Rebalance Preview: China Shenhua…
Smartkarma Daily BriefsMarch 15, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Japan Post Bank (7182 JP): Offering Price Decided; Buyback & Passive Flow…
Smartkarma Daily BriefsMarch 14, 2023
Daily BriefsEvent-DrivenIn today’s briefing: MVIS Australia Equal Weight Index Rebalance: One Deletion & Other ChangesJapan Post…
Smartkarma Daily BriefsMarch 13, 2023
Daily BriefsEvent-DrivenIn today’s briefing: MVIS Vietnam Index Rebalance: One Deletion; Float & Capping ChangesASMPT (522 HK):…
Smartkarma Daily BriefsMarch 12, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Melco (200 HK) Takes More Money Off The TableDai Nippon Printing –…
Smartkarma Daily BriefsMarch 11, 2023
Daily BriefsEvent-DrivenIn today’s briefing: The March BOJ Meeting, April Handover, the Japan Post Bank (7182) Offering,…
Smartkarma Daily BriefsMarch 10, 2023
Daily BriefsECMIn today’s briefing: Beauty Farm Medical and Health Industry (BFM HK) IPO: Pandemic Blemishes Near-Term…
Smartkarma Daily BriefsDecember 20, 2022
Daily BriefsECMIn today’s briefing: Korea FSC's Official Rule Changes for Local IPOs & Key Takeaways Korea…
Smartkarma Daily BriefsDecember 19, 2022
Daily BriefsECMIn today’s briefing: ECM Weekly (18th Dec 2022) - China ADRs, Skymark, Daiei, Weilong, KFintech,…
Smartkarma Daily BriefsDecember 18, 2022
Daily BriefsECMIn today’s briefing: KFin Technologies IPO - Profit Growth Has Outpaced Peer, However Valuation Isn’t…
Smartkarma Daily BriefsDecember 17, 2022
Daily BriefsECMIn today’s briefing: IRCTC OFS - Well Flagged Deal for an Overly Well Priced Stock…
Smartkarma Daily BriefsDecember 16, 2022
Daily BriefsECMIn today’s briefing: Our IPO Calls for 2022DPC Dash IPO: ValuationWeilong Delicious IPO: Thoughts on…
Smartkarma Daily BriefsDecember 15, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Xpeng - Bold Intentions on Costs and Sales System Provide Some Silver…
Smartkarma Daily BriefsMarch 19, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: S-REITs: Investing In An Inflationary EnvironmentPinduoduo: Trading off Between Top-Line Growth and…
Smartkarma Daily BriefsMarch 18, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Tencent (700 HK) Earnings Preview: To Stop Decrease in 4Q22 and to…
Smartkarma Daily BriefsMarch 17, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: : Difference Assets Shield FUTU from the Fate of SVBSamco (6387) |…
Smartkarma Daily BriefsMarch 16, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Thoughts On The Recent Pullbacks in Meidong and EVAMahindra & Mahindra (MM…
Smartkarma Daily BriefsMarch 15, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: China Internet Weekly (13Mar2023): ZTO, Meituan, Alibaba, Trip.com, Dada, JD.comMeituan: Scaling Back…
Smartkarma Daily BriefsMarch 14, 2023
Daily BriefsTMT/InternetIn today’s briefing: Index Rebalance & ETF Flow Recap: MSCI KR, S&P/ASX, SSE50, ChiNext, NIFTY,…
Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsTMT/InternetIn today’s briefing: Assessing KT's MSCI Re-Inclusion in May QCIR with Foreign Room Finally Hitting…
Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsTMT/InternetIn today’s briefing: KOSPI 200 Flow Trading: Those Subject to a Significant Float Rate ChangeKOSDAQ150…
Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsTMT/InternetIn today’s briefing: Tencent 331 Support PressureKuaishou (1024 HK) 4Q22 Earnings Preview: Weak Growth, But…
Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsTMT/InternetIn today’s briefing: Taiwan Tech Weekly: Nvidia's Latest Strategy Unveil Tonight; AUO Says PC Panel…
Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsTMT/InternetIn today’s briefing: Meituan Tactical Slide into Our Buy ZoneMeituan (3690 HK) Earnings Preview: Less…
Smartkarma Daily BriefsMarch 21, 2023
ChinaDaily BriefsIn today’s briefing: SHK 86_HK: Dividend Yield 8%, P/E 2.0x, P/B 0.27xMeituan Tactical Slide into…
Smartkarma Daily BriefsMarch 21, 2023
ChinaDaily BriefsIn today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekShort…
Smartkarma Daily BriefsMarch 20, 2023
ChinaDaily BriefsIn today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best TradesIndex…
Smartkarma Daily BriefsMarch 19, 2023
ChinaDaily BriefsIn today’s briefing: Pinduoduo: Trading off Between Top-Line Growth and Bottom-Line SlowdownWeekly Wrap - 17…
Smartkarma Daily BriefsMarch 18, 2023
ChinaDaily BriefsIn today’s briefing: DPC Dash IPO - Might Be Worth a Small SliceTencent (700 HK)…
Smartkarma Daily BriefsMarch 17, 2023
ChinaDaily BriefsIn today’s briefing: Link REIT (823) - Anchors Aweigh! Fair Weather Sailing AheadAAG Energy (2686…
Smartkarma Daily BriefsMarch 16, 2023
Daily BriefsJapanIn today’s briefing: Merger Arb Mondays (20 Mar) - Toshiba, AAG Energy, Tyro, Newcrest, InvoCare,…
Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsJapanIn today’s briefing: Last Week in Event SPACE: Japan Post Bank, S.M Entertainment, Toshiba, Link…
Smartkarma Daily BriefsMarch 19, 2023
Daily BriefsJapanIn today’s briefing: Longs on Next LowSanBio (4592 JP): Better-Than-Expected Operating Loss in FY23; Product…
Smartkarma Daily BriefsMarch 18, 2023
Daily BriefsJapanIn today’s briefing: Trial Holdings IPO: Valuation InsightsIwataya Opens Lounge S - A New Space…
Smartkarma Daily BriefsMarch 17, 2023
Daily BriefsJapanIn today’s briefing: Toshiba (6502) - Funding Possibly Re-Secured, Deal Possibly In Play,Anycolor (5032 JP)…
Smartkarma Daily BriefsMarch 16, 2023
Daily BriefsJapanIn today’s briefing: SBI Sumishin Net Bank IPO: An IPO Price Range in the Wake…
Smartkarma Daily BriefsMarch 15, 2023
Daily BriefsMacroIn today’s briefing: The Week That Was in ASEAN@Smartkarma - Semen Indonesia Solid, Kalbe for…
Smartkarma Daily BriefsJanuary 24, 2023
Daily BriefsMacroIn today’s briefing: Fed Policy Outlook: Quantitative Tightening Programme Facing Tough Challenges in 2023Positioning Watch…
Smartkarma Daily BriefsJanuary 23, 2023
Daily BriefsMacroIn today’s briefing: The Dollar O’ Meter #1 – 5 Ways to Gauge the Usd…
Smartkarma Daily BriefsJanuary 22, 2023
Daily BriefsMacroIn today’s briefing: The Great Game – Will China Attack Taiwan?China Macro: Loan Prime Rates…
Smartkarma Daily BriefsJanuary 21, 2023
Daily BriefsMacroIn today’s briefing: Real Estate Watch – Which Markets Will Be Worst off in 2023?U.S…
Smartkarma Daily BriefsJanuary 20, 2023
Daily BriefsMacroIn today’s briefing: CX Daily: Liu He Says China’s Economy Will Get Back to Normal…
Smartkarma Daily BriefsJanuary 19, 2023
Daily BriefsMost ReadIn today’s briefing: Meituan (3690 HK): All Stock in CCASS Now; Tracking the SellingNikkei 225…
Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsMost ReadIn today’s briefing: Tencent Meituan Dividend - The US$17bn Overhang Is Here - Not All…
Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsMost ReadIn today’s briefing: Toshiba – Thoughts On The Tender OpinionTencent Meituan Dividend - The US$17bn…
Smartkarma Daily BriefsMarch 27, 2023
Daily BriefsMost ReadIn today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…
Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsMost ReadIn today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…
Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsMost ReadIn today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…
Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsEvent-DrivenIn today’s briefing: SM Entertainment: Kakao's Tender Offer Proration AnalysisHSCEI Index Rebalance Preview: China Shenhua…
Smartkarma Daily BriefsMarch 15, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Japan Post Bank (7182 JP): Offering Price Decided; Buyback & Passive Flow…
Smartkarma Daily BriefsMarch 14, 2023
Daily BriefsEvent-DrivenIn today’s briefing: MVIS Australia Equal Weight Index Rebalance: One Deletion & Other ChangesJapan Post…
Smartkarma Daily BriefsMarch 13, 2023
Daily BriefsEvent-DrivenIn today’s briefing: MVIS Vietnam Index Rebalance: One Deletion; Float & Capping ChangesASMPT (522 HK):…
Smartkarma Daily BriefsMarch 12, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Melco (200 HK) Takes More Money Off The TableDai Nippon Printing –…
Smartkarma Daily BriefsMarch 11, 2023
Daily BriefsEvent-DrivenIn today’s briefing: The March BOJ Meeting, April Handover, the Japan Post Bank (7182) Offering,…
Smartkarma Daily BriefsMarch 10, 2023
Daily BriefsECMIn today’s briefing: Beauty Farm Medical and Health Industry (BFM HK) IPO: Pandemic Blemishes Near-Term…
Smartkarma Daily BriefsDecember 20, 2022
Daily BriefsECMIn today’s briefing: Korea FSC's Official Rule Changes for Local IPOs & Key Takeaways Korea…
Smartkarma Daily BriefsDecember 19, 2022
Daily BriefsECMIn today’s briefing: ECM Weekly (18th Dec 2022) - China ADRs, Skymark, Daiei, Weilong, KFintech,…
Smartkarma Daily BriefsDecember 18, 2022
Daily BriefsECMIn today’s briefing: KFin Technologies IPO - Profit Growth Has Outpaced Peer, However Valuation Isn’t…
Smartkarma Daily BriefsDecember 17, 2022
Daily BriefsECMIn today’s briefing: IRCTC OFS - Well Flagged Deal for an Overly Well Priced Stock…
Smartkarma Daily BriefsDecember 16, 2022
Daily BriefsECMIn today’s briefing: Our IPO Calls for 2022DPC Dash IPO: ValuationWeilong Delicious IPO: Thoughts on…
Smartkarma Daily BriefsDecember 15, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Xpeng - Bold Intentions on Costs and Sales System Provide Some Silver…
Smartkarma Daily BriefsMarch 19, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: S-REITs: Investing In An Inflationary EnvironmentPinduoduo: Trading off Between Top-Line Growth and…
Smartkarma Daily BriefsMarch 18, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Tencent (700 HK) Earnings Preview: To Stop Decrease in 4Q22 and to…
Smartkarma Daily BriefsMarch 17, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: : Difference Assets Shield FUTU from the Fate of SVBSamco (6387) |…
Smartkarma Daily BriefsMarch 16, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Thoughts On The Recent Pullbacks in Meidong and EVAMahindra & Mahindra (MM…
Smartkarma Daily BriefsMarch 15, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: China Internet Weekly (13Mar2023): ZTO, Meituan, Alibaba, Trip.com, Dada, JD.comMeituan: Scaling Back…
Smartkarma Daily BriefsMarch 14, 2023
Daily BriefsTMT/InternetIn today’s briefing: Index Rebalance & ETF Flow Recap: MSCI KR, S&P/ASX, SSE50, ChiNext, NIFTY,…
Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsTMT/InternetIn today’s briefing: Assessing KT's MSCI Re-Inclusion in May QCIR with Foreign Room Finally Hitting…
Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsTMT/InternetIn today’s briefing: KOSPI 200 Flow Trading: Those Subject to a Significant Float Rate ChangeKOSDAQ150…
Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsTMT/InternetIn today’s briefing: Tencent 331 Support PressureKuaishou (1024 HK) 4Q22 Earnings Preview: Weak Growth, But…
Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsTMT/InternetIn today’s briefing: Taiwan Tech Weekly: Nvidia's Latest Strategy Unveil Tonight; AUO Says PC Panel…
Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsTMT/InternetIn today’s briefing: Meituan Tactical Slide into Our Buy ZoneMeituan (3690 HK) Earnings Preview: Less…
Smartkarma Daily BriefsMarch 21, 2023
ChinaDaily BriefsIn today’s briefing: SHK 86_HK: Dividend Yield 8%, P/E 2.0x, P/B 0.27xMeituan Tactical Slide into…
Smartkarma Daily BriefsMarch 21, 2023
ChinaDaily BriefsIn today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekShort…
Smartkarma Daily BriefsMarch 20, 2023
ChinaDaily BriefsIn today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best TradesIndex…
Smartkarma Daily BriefsMarch 19, 2023
ChinaDaily BriefsIn today’s briefing: Pinduoduo: Trading off Between Top-Line Growth and Bottom-Line SlowdownWeekly Wrap - 17…
Smartkarma Daily BriefsMarch 18, 2023
ChinaDaily BriefsIn today’s briefing: DPC Dash IPO - Might Be Worth a Small SliceTencent (700 HK)…
Smartkarma Daily BriefsMarch 17, 2023
ChinaDaily BriefsIn today’s briefing: Link REIT (823) - Anchors Aweigh! Fair Weather Sailing AheadAAG Energy (2686…
Smartkarma Daily BriefsMarch 16, 2023
Daily BriefsJapanIn today’s briefing: Merger Arb Mondays (20 Mar) - Toshiba, AAG Energy, Tyro, Newcrest, InvoCare,…
Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsJapanIn today’s briefing: Last Week in Event SPACE: Japan Post Bank, S.M Entertainment, Toshiba, Link…
Smartkarma Daily BriefsMarch 19, 2023
Daily BriefsJapanIn today’s briefing: Longs on Next LowSanBio (4592 JP): Better-Than-Expected Operating Loss in FY23; Product…
Smartkarma Daily BriefsMarch 18, 2023
Daily BriefsJapanIn today’s briefing: Trial Holdings IPO: Valuation InsightsIwataya Opens Lounge S - A New Space…
Smartkarma Daily BriefsMarch 17, 2023
Daily BriefsJapanIn today’s briefing: Toshiba (6502) - Funding Possibly Re-Secured, Deal Possibly In Play,Anycolor (5032 JP)…
Smartkarma Daily BriefsMarch 16, 2023
Daily BriefsJapanIn today’s briefing: SBI Sumishin Net Bank IPO: An IPO Price Range in the Wake…
Smartkarma Daily BriefsMarch 15, 2023
Daily BriefsMacroIn today’s briefing: The Week That Was in ASEAN@Smartkarma - Semen Indonesia Solid, Kalbe for…
Smartkarma Daily BriefsJanuary 24, 2023
Daily BriefsMacroIn today’s briefing: Fed Policy Outlook: Quantitative Tightening Programme Facing Tough Challenges in 2023Positioning Watch…
Smartkarma Daily BriefsJanuary 23, 2023
Daily BriefsMacroIn today’s briefing: The Dollar O’ Meter #1 – 5 Ways to Gauge the Usd…
Smartkarma Daily BriefsJanuary 22, 2023
Daily BriefsMacroIn today’s briefing: The Great Game – Will China Attack Taiwan?China Macro: Loan Prime Rates…
Smartkarma Daily BriefsJanuary 21, 2023
Daily BriefsMacroIn today’s briefing: Real Estate Watch – Which Markets Will Be Worst off in 2023?U.S…
Smartkarma Daily BriefsJanuary 20, 2023
Daily BriefsMacroIn today’s briefing: CX Daily: Liu He Says China’s Economy Will Get Back to Normal…
Smartkarma Daily BriefsJanuary 19, 2023
