In today’s briefing: The BIG March 2023 "Wednesday Thursday Trade"S.M. Entertainment: Proration MusingsS&P/ASX Index Rebalance…
Smartkarma Daily BriefsMarch 23, 2023
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekThe…
Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsMost ReadIn today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekKorean…
Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsMost ReadIn today’s briefing: Japan Post Bank (7182) - The Flow CalendarMeituan (3690 HK) - US$16bn…
Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsMost ReadIn today’s briefing: HSCEI Index Rebalance Preview: China Shenhua (1088) Could Replace Country Garden (2007);…
Smartkarma Daily BriefsMarch 19, 2023
Daily BriefsMost ReadIn today’s briefing: Japan Post Bank (7182) - The Flow CalendarHSCEI Index Rebalance Preview: China…
Smartkarma Daily BriefsMarch 18, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Link REIT (823) - Nil Paid Rights Start Trading Tomorrow - The…
Smartkarma Daily BriefsMarch 9, 2023
Daily BriefsEvent-DrivenIn today’s briefing: HSI, HSCEI, HSTECH: Rebalance Flows Post Capping (March 2023)ANA and NYK to…
Smartkarma Daily BriefsMarch 8, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Adani Family Sells Stakes To GQGLong Short Setup Candidate: Posco Holdings &…
Smartkarma Daily BriefsMarch 7, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Northbound Stock Connect Expansion: List Announced; Potential MSCI Adds in MayKOSPI Size…
Smartkarma Daily BriefsMarch 6, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Nikkei 225 Sep 2023 PREVIEW - Lasertec, Toshiba, Nitori, Maybe ZozoIndex Rebalance…
Smartkarma Daily BriefsMarch 5, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Nikkei 225 Index Rebalance: Oriental Land, Renesas, JAL IN; Toyobo, Nippon LightMetal,…
Smartkarma Daily BriefsMarch 4, 2023
Daily BriefsECMIn today’s briefing: Endeavour Group Placement - Recent Momentum Has Been Very WeakSula Vineyards IPO:…
Smartkarma Daily BriefsDecember 14, 2022
Daily BriefsECMIn today’s briefing: 2023 IPOs Pipeline Worldwide (Top 100 Companies)Sula Vineyards IPO - Does Offer…
Smartkarma Daily BriefsDecember 13, 2022
Daily BriefsECMIn today’s briefing: VinFast Auto IPO: The Bear Case VinFast Auto IPO: The Bear CaseBy…
Smartkarma Daily BriefsDecember 12, 2022
Daily BriefsECMIn today’s briefing: ECM Weekly (11th Dec 2022) - ITail, Sunshine, Weilong, VinFast, Skymark, Tian…
Smartkarma Daily BriefsDecember 11, 2022
Daily BriefsECMIn today’s briefing: VinFast IPO Preview - Too Big to Fail In VietnamSeazen Group Placement…
Smartkarma Daily BriefsDecember 10, 2022
Daily BriefsECMIn today’s briefing: I-Tail Corporation IPO Trading - Should Be Able to Provide Some Holiday…
Smartkarma Daily BriefsDecember 9, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Taiwan Dual-Listings: TSMC Normalizes; UMC, ChipMOS Compelling Discounts: No Growth in March…
Smartkarma Daily BriefsMarch 13, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Tesla: The Show Goes OnJcr Pharmaceuticals (4552 JP): Mainstay Drug Revenue Declining;…
Smartkarma Daily BriefsMarch 12, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Playmates Toys: More Details of Upcoming TMNT Toys And... Another Dividend: Painful…
Smartkarma Daily BriefsMarch 11, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Techtronic’s Rebuttal: Some Clarifications Are Too Good to Be TrueFushan Energy: 50%…
Smartkarma Daily BriefsMarch 10, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Sea Ltd's (SE US) - Through the Looking GlassSea Ltd 4Q22 Results:…
Smartkarma Daily BriefsMarch 9, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: : JD May Face 5bn Profit Reduction for Subsidy CampaignAdvantest (6857) |…
Smartkarma Daily BriefsMarch 8, 2023
Daily BriefsTMT/InternetIn today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekECM…
Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsTMT/InternetIn today’s briefing: Pushpay (PPH NZ): Sixth Street/BGH Return with a NZ$1.42 OfferTencent (700 HK)…
Smartkarma Daily BriefsMarch 17, 2023
Daily BriefsTMT/InternetIn today’s briefing: : Difference Assets Shield FUTU from the Fate of SVBSamco (6387) |…
Smartkarma Daily BriefsMarch 16, 2023
Daily BriefsTMT/InternetIn today’s briefing: Taiwan Tech Weekly: Apple & Hon Hai Push for India Labor Changes,…
Smartkarma Daily BriefsMarch 15, 2023
Daily BriefsTMT/InternetIn today’s briefing: Meituan: Scaling Back Ride-Hailing Business to Maintain Margins: Nearing a Saturation Point…DG…
Smartkarma Daily BriefsMarch 14, 2023
Daily BriefsTMT/InternetDaily Brief TMT/Internet: KLA-Tencor Corp, Taiwan Semiconductor (TSMC) – ADR, Alibaba (ADR) and more
In today’s briefing: MVIS US Listed Semiconductor 25 Index Rebalance: Big Flow, Small ImpactTaiwan Dual-Listings:…
Smartkarma Daily BriefsMarch 13, 2023
ChinaDaily BriefsIn today’s briefing: HSCEI Index Rebalance Preview: China Shenhua (1088) Could Replace Country Garden (2007);…
Smartkarma Daily BriefsMarch 15, 2023
ChinaDaily BriefsIn today’s briefing: China Internet Weekly (13Mar2023): ZTO, Meituan, Alibaba, Trip.com, Dada, JD.comMeituan: Scaling Back…
Smartkarma Daily BriefsMarch 14, 2023
ChinaDaily BriefsIn today’s briefing: STAR50 Index Rebalance Preview: Two Changes in June (Possibly): No Growth in…
Smartkarma Daily BriefsMarch 13, 2023
ChinaDaily BriefsIn today’s briefing: ASMPT (522 HK): PAG Potential Privatisation?Swire Back To Buying Back - One-Third…
Smartkarma Daily BriefsMarch 12, 2023
ChinaDaily BriefsIn today’s briefing: Melco (200 HK) Takes More Money Off The TablePlaymates Toys: More Details…
Smartkarma Daily BriefsMarch 11, 2023
ChinaDaily BriefsIn today’s briefing: Techtronic’s Rebuttal: Some Clarifications Are Too Good to Be TrueStubWorld: Swire Pac/Prop…
Smartkarma Daily BriefsMarch 10, 2023
Daily BriefsJapanIn today’s briefing: Japan Post Bank (7182 JP): Offering Price Decided; Buyback & Passive Flow…
Smartkarma Daily BriefsMarch 14, 2023
Daily BriefsJapanIn today’s briefing: Japan Post Bank - Estimating Foreign Ownership and Deal FlowbackJapan Post Bank…
Smartkarma Daily BriefsMarch 13, 2023
Daily BriefsJapanIn today’s briefing: Jcr Pharmaceuticals (4552 JP): Mainstay Drug Revenue Declining; High R&D Cost Worsens…
Smartkarma Daily BriefsMarch 12, 2023
Daily BriefsJapanIn today’s briefing: Dai Nippon Printing – Gauging The UpsideNippon Yusen - New MidTermPlan =…
Smartkarma Daily BriefsMarch 11, 2023
Daily BriefsJapanIn today’s briefing: The March BOJ Meeting, April Handover, the Japan Post Bank (7182) Offering,…
Smartkarma Daily BriefsMarch 10, 2023
Daily BriefsJapanIn today’s briefing: Sosei Group (4565 JP) TSE Prime Promotion and TOPIX Inclusion... FinallyJapan Post…
Smartkarma Daily BriefsMarch 9, 2023
Daily BriefsMacroIn today’s briefing: Will Singapore Gain or Lose from Hong Kong and China's Reopening?Pockets of…
Smartkarma Daily BriefsJanuary 18, 2023
Daily BriefsMacroDaily Brief Macro: Bond Watch – Will Japan Pull the Rug from Under the Yield Curve Control? and more
In today’s briefing: Bond Watch - Will Japan Pull the Rug from Under the Yield…
Smartkarma Daily BriefsJanuary 17, 2023
Daily BriefsMacroIn today’s briefing: Positioning Watch – How Are Traders Positioned?How Investable Is China?Key Tests of…
Smartkarma Daily BriefsJanuary 16, 2023
Daily BriefsMacroIn today’s briefing: Valuation Watch – What’s Cheap and What’s Expensive in Equity Space? Valuation…
Smartkarma Daily BriefsJanuary 15, 2023
Daily BriefsMacroIn today’s briefing: Global Liquidity Has Bottomed …UK: Resilient GDP Raises Work for BoEUS Inflation…
Smartkarma Daily BriefsJanuary 14, 2023
Daily BriefsMacroIn today’s briefing: CX Daily: Why Countries Are Putting Curbs On Travelers From China CX…
Smartkarma Daily BriefsJanuary 13, 2023
Daily BriefsMost ReadIn today’s briefing: The BIG March 2023 "Wednesday Thursday Trade"S.M. Entertainment: Proration MusingsS&P/ASX Index Rebalance…
Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsMost ReadIn today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekThe…
Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsMost ReadIn today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekKorean…
Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsMost ReadIn today’s briefing: Japan Post Bank (7182) - The Flow CalendarMeituan (3690 HK) - US$16bn…
Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsMost ReadIn today’s briefing: HSCEI Index Rebalance Preview: China Shenhua (1088) Could Replace Country Garden (2007);…
Smartkarma Daily BriefsMarch 19, 2023
Daily BriefsMost ReadIn today’s briefing: Japan Post Bank (7182) - The Flow CalendarHSCEI Index Rebalance Preview: China…
Smartkarma Daily BriefsMarch 18, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Link REIT (823) - Nil Paid Rights Start Trading Tomorrow - The…
Smartkarma Daily BriefsMarch 9, 2023
Daily BriefsEvent-DrivenIn today’s briefing: HSI, HSCEI, HSTECH: Rebalance Flows Post Capping (March 2023)ANA and NYK to…
Smartkarma Daily BriefsMarch 8, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Adani Family Sells Stakes To GQGLong Short Setup Candidate: Posco Holdings &…
Smartkarma Daily BriefsMarch 7, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Northbound Stock Connect Expansion: List Announced; Potential MSCI Adds in MayKOSPI Size…
Smartkarma Daily BriefsMarch 6, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Nikkei 225 Sep 2023 PREVIEW - Lasertec, Toshiba, Nitori, Maybe ZozoIndex Rebalance…
Smartkarma Daily BriefsMarch 5, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Nikkei 225 Index Rebalance: Oriental Land, Renesas, JAL IN; Toyobo, Nippon LightMetal,…
Smartkarma Daily BriefsMarch 4, 2023
Daily BriefsECMIn today’s briefing: Endeavour Group Placement - Recent Momentum Has Been Very WeakSula Vineyards IPO:…
Smartkarma Daily BriefsDecember 14, 2022
Daily BriefsECMIn today’s briefing: 2023 IPOs Pipeline Worldwide (Top 100 Companies)Sula Vineyards IPO - Does Offer…
Smartkarma Daily BriefsDecember 13, 2022
Daily BriefsECMIn today’s briefing: VinFast Auto IPO: The Bear Case VinFast Auto IPO: The Bear CaseBy…
Smartkarma Daily BriefsDecember 12, 2022
Daily BriefsECMIn today’s briefing: ECM Weekly (11th Dec 2022) - ITail, Sunshine, Weilong, VinFast, Skymark, Tian…
Smartkarma Daily BriefsDecember 11, 2022
Daily BriefsECMIn today’s briefing: VinFast IPO Preview - Too Big to Fail In VietnamSeazen Group Placement…
Smartkarma Daily BriefsDecember 10, 2022
Daily BriefsECMIn today’s briefing: I-Tail Corporation IPO Trading - Should Be Able to Provide Some Holiday…
Smartkarma Daily BriefsDecember 9, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Taiwan Dual-Listings: TSMC Normalizes; UMC, ChipMOS Compelling Discounts: No Growth in March…
Smartkarma Daily BriefsMarch 13, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Tesla: The Show Goes OnJcr Pharmaceuticals (4552 JP): Mainstay Drug Revenue Declining;…
Smartkarma Daily BriefsMarch 12, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Playmates Toys: More Details of Upcoming TMNT Toys And... Another Dividend: Painful…
Smartkarma Daily BriefsMarch 11, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Techtronic’s Rebuttal: Some Clarifications Are Too Good to Be TrueFushan Energy: 50%…
Smartkarma Daily BriefsMarch 10, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Sea Ltd's (SE US) - Through the Looking GlassSea Ltd 4Q22 Results:…
Smartkarma Daily BriefsMarch 9, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: : JD May Face 5bn Profit Reduction for Subsidy CampaignAdvantest (6857) |…
Smartkarma Daily BriefsMarch 8, 2023
Daily BriefsTMT/InternetIn today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekECM…
Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsTMT/InternetIn today’s briefing: Pushpay (PPH NZ): Sixth Street/BGH Return with a NZ$1.42 OfferTencent (700 HK)…
Smartkarma Daily BriefsMarch 17, 2023
Daily BriefsTMT/InternetIn today’s briefing: : Difference Assets Shield FUTU from the Fate of SVBSamco (6387) |…
Smartkarma Daily BriefsMarch 16, 2023
Daily BriefsTMT/InternetIn today’s briefing: Taiwan Tech Weekly: Apple & Hon Hai Push for India Labor Changes,…
Smartkarma Daily BriefsMarch 15, 2023
Daily BriefsTMT/InternetIn today’s briefing: Meituan: Scaling Back Ride-Hailing Business to Maintain Margins: Nearing a Saturation Point…DG…
Smartkarma Daily BriefsMarch 14, 2023
Daily BriefsTMT/InternetDaily Brief TMT/Internet: KLA-Tencor Corp, Taiwan Semiconductor (TSMC) – ADR, Alibaba (ADR) and more
In today’s briefing: MVIS US Listed Semiconductor 25 Index Rebalance: Big Flow, Small ImpactTaiwan Dual-Listings:…
Smartkarma Daily BriefsMarch 13, 2023
ChinaDaily BriefsIn today’s briefing: HSCEI Index Rebalance Preview: China Shenhua (1088) Could Replace Country Garden (2007);…
Smartkarma Daily BriefsMarch 15, 2023
ChinaDaily BriefsIn today’s briefing: China Internet Weekly (13Mar2023): ZTO, Meituan, Alibaba, Trip.com, Dada, JD.comMeituan: Scaling Back…
Smartkarma Daily BriefsMarch 14, 2023
ChinaDaily BriefsIn today’s briefing: STAR50 Index Rebalance Preview: Two Changes in June (Possibly): No Growth in…
Smartkarma Daily BriefsMarch 13, 2023
ChinaDaily BriefsIn today’s briefing: ASMPT (522 HK): PAG Potential Privatisation?Swire Back To Buying Back - One-Third…
Smartkarma Daily BriefsMarch 12, 2023
ChinaDaily BriefsIn today’s briefing: Melco (200 HK) Takes More Money Off The TablePlaymates Toys: More Details…
Smartkarma Daily BriefsMarch 11, 2023
ChinaDaily BriefsIn today’s briefing: Techtronic’s Rebuttal: Some Clarifications Are Too Good to Be TrueStubWorld: Swire Pac/Prop…
Smartkarma Daily BriefsMarch 10, 2023
Daily BriefsJapanIn today’s briefing: Japan Post Bank (7182 JP): Offering Price Decided; Buyback & Passive Flow…
Smartkarma Daily BriefsMarch 14, 2023
Daily BriefsJapanIn today’s briefing: Japan Post Bank - Estimating Foreign Ownership and Deal FlowbackJapan Post Bank…
Smartkarma Daily BriefsMarch 13, 2023
Daily BriefsJapanIn today’s briefing: Jcr Pharmaceuticals (4552 JP): Mainstay Drug Revenue Declining; High R&D Cost Worsens…
Smartkarma Daily BriefsMarch 12, 2023
Daily BriefsJapanIn today’s briefing: Dai Nippon Printing – Gauging The UpsideNippon Yusen - New MidTermPlan =…
Smartkarma Daily BriefsMarch 11, 2023
Daily BriefsJapanIn today’s briefing: The March BOJ Meeting, April Handover, the Japan Post Bank (7182) Offering,…
Smartkarma Daily BriefsMarch 10, 2023
Daily BriefsJapanIn today’s briefing: Sosei Group (4565 JP) TSE Prime Promotion and TOPIX Inclusion... FinallyJapan Post…
Smartkarma Daily BriefsMarch 9, 2023
Daily BriefsMacroIn today’s briefing: Will Singapore Gain or Lose from Hong Kong and China's Reopening?Pockets of…
Smartkarma Daily BriefsJanuary 18, 2023
Daily BriefsMacroDaily Brief Macro: Bond Watch – Will Japan Pull the Rug from Under the Yield Curve Control? and more
In today’s briefing: Bond Watch - Will Japan Pull the Rug from Under the Yield…
Smartkarma Daily BriefsJanuary 17, 2023
Daily BriefsMacroIn today’s briefing: Positioning Watch – How Are Traders Positioned?How Investable Is China?Key Tests of…
Smartkarma Daily BriefsJanuary 16, 2023
Daily BriefsMacroIn today’s briefing: Valuation Watch – What’s Cheap and What’s Expensive in Equity Space? Valuation…
Smartkarma Daily BriefsJanuary 15, 2023
Daily BriefsMacroIn today’s briefing: Global Liquidity Has Bottomed …UK: Resilient GDP Raises Work for BoEUS Inflation…
Smartkarma Daily BriefsJanuary 14, 2023
Daily BriefsMacroIn today’s briefing: CX Daily: Why Countries Are Putting Curbs On Travelers From China CX…
Smartkarma Daily BriefsJanuary 13, 2023
