In today’s briefing: Link REIT (823) - Anchors Aweigh! Fair Weather Sailing AheadJapan Post Bank…
Smartkarma Daily BriefsMarch 17, 2023
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Japan Post Bank (7182 JP): Offering Price Decided; Buyback & Passive Flow…
Smartkarma Daily BriefsMarch 16, 2023
Daily BriefsMost ReadIn today’s briefing: Japan Post Bank (7182 JP): Offering Price Decided; Buyback & Passive Flow…
Smartkarma Daily BriefsMarch 15, 2023
Daily BriefsMost ReadIn today’s briefing: Japan Post Bank - Estimating Foreign Ownership and Deal FlowbackHYBE Gives Up…
Smartkarma Daily BriefsMarch 14, 2023
Daily BriefsMost ReadIn today’s briefing: Japan Post Bank - Estimating Foreign Ownership and Deal FlowbackMVIS Australia Equal…
Smartkarma Daily BriefsMarch 13, 2023
Daily BriefsMost ReadIn today’s briefing: MVIS Global Rare Earth/Strategic Metals Index Rebalance Preview: One Add, One Delete…
Smartkarma Daily BriefsMarch 12, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Adani Group: GQG Bets Big; MSCI Index ImpactsMBK & Unison Capital Trying…
Smartkarma Daily BriefsMarch 3, 2023
Daily BriefsEvent-DrivenIn today’s briefing: China Vanke (2202 HK): Placement & Index FlowsHKBN Ltd (1310 HK) Mulls…
Smartkarma Daily BriefsMarch 2, 2023
Daily BriefsEvent-DrivenIn today’s briefing: TOPIX Index Upweights: Final Predictions for The "The Big April Basket” 2023HKBN…
Smartkarma Daily BriefsMarch 1, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Japan Post Bank (7182 JP): BIG Offering Supported by Buybacks & Passive…
Smartkarma Daily BriefsFebruary 28, 2023
Daily BriefsEvent-DrivenIn today’s briefing: STAR50 Index Rebalance: Five Changes as Adds Bigly Outperform DeletesFujitec (6406) EGM…
Smartkarma Daily BriefsFebruary 27, 2023
Daily BriefsEvent-DrivenIn today’s briefing: HSI Index Rebalance: No Changes & Further Delays to Reaching the 80…
Smartkarma Daily BriefsFebruary 26, 2023
Daily BriefsECMIn today’s briefing: VinFast Auto Pre-IPO - The Positives - Aiming High...Pre-IPO OrbusNeich Medical Group:…
Smartkarma Daily BriefsDecember 8, 2022
Daily BriefsECMIn today’s briefing: Country Garden Placement - Hot on the Heels of the Last Deal,…
Smartkarma Daily BriefsDecember 7, 2022
Daily BriefsECMIn today’s briefing: ATRenew (RERE US): Pre-Owned SatisfactionDPC Dash IPO: Dominos Getting DominatedWeilong Delicious Global…
Smartkarma Daily BriefsDecember 6, 2022
Daily BriefsECMIn today’s briefing: NRI (4307) Likely Prices Today - Expect Weakness Then StrengthRecap of Our…
Smartkarma Daily BriefsDecember 5, 2022
Daily BriefsECMIn today’s briefing: ECM Weekly (4th Dec 2022) - Skymark, Daiei, Sunshine, Lygend, Weilong, NRI,…
Smartkarma Daily BriefsDecember 4, 2022
Daily BriefsECMIn today’s briefing: Pre-IPO 3D Medicines (3DM HK) - Some Points Worth the Attention; Our…
Smartkarma Daily BriefsDecember 3, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: China Internet Weekly (6Mar2023): JD, Kuaishou, Baidu, Weibo, VipshopTaiwan Tech Weekly: HP…
Smartkarma Daily BriefsMarch 7, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: SK Bioscience (302440 KS): Disappointing 2022 Result; Non-COVID Vaccines Are Key to…
Smartkarma Daily BriefsMarch 6, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Whitehaven Coal - 35% of Mkt Cap Cash/ Aggressive Capital Allocation The…
Smartkarma Daily BriefsMarch 5, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Bilibili 4Q: Gaming to Drop Further with In-House Developed StrategyITMG: Coal Softer,…
Smartkarma Daily BriefsMarch 4, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: JD.com (9618 HK) Earnings Preview: Weak Q4, But Strong 2023Appier (4180) |…
Smartkarma Daily BriefsMarch 3, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Meilan Airport (357 HK): Profit Warning Removed Share Price OverhangChina Everbright Water…
Smartkarma Daily BriefsMarch 2, 2023
Daily BriefsTMT/InternetIn today’s briefing: ASMPT (522 HK): PAG Potential Privatisation?Index Rebalance & ETF Flow Recap: MSCI…
Smartkarma Daily BriefsMarch 12, 2023
Daily BriefsTMT/InternetIn today’s briefing: Thoughts About the Failed Offer for Allfunds: Painful Transition Weighs on Both…
Smartkarma Daily BriefsMarch 11, 2023
Daily BriefsTMT/InternetIn today’s briefing: MSCI Korea May Review: Two New Names Are Emerging for InclusionJF Wealth…
Smartkarma Daily BriefsMarch 10, 2023
Daily BriefsTMT/InternetIn today’s briefing: HYBE: May Be Seeking to Raise As Much as 1 Trillion Won…
Smartkarma Daily BriefsMarch 9, 2023
Daily BriefsTMT/InternetIn today’s briefing: TOPIX Inclusions: Who Is Ready (Mar 2023)Tencent Meituan Dividend - The US$17bn…
Smartkarma Daily BriefsMarch 8, 2023
Daily BriefsTMT/InternetIn today’s briefing: Dida Pre-IPO: Losing Its DominanceTaiwan Tech Weekly: HP Says No Major PC…
Smartkarma Daily BriefsMarch 7, 2023
ChinaDaily BriefsIn today’s briefing: Link REIT (823) - Nil Paid Rights Start Trading Tomorrow - The…
Smartkarma Daily BriefsMarch 9, 2023
ChinaDaily BriefsIn today’s briefing: HSI, HSCEI, HSTECH: Rebalance Flows Post Capping (March 2023)Tencent Meituan Dividend -…
Smartkarma Daily BriefsMarch 8, 2023
ChinaDaily BriefsIn today’s briefing: Dida Pre-IPO: Losing Its DominanceChina Internet Weekly (6Mar2023): JD, Kuaishou, Baidu, Weibo,…
Smartkarma Daily BriefsMarch 7, 2023
ChinaDaily BriefsIn today’s briefing: Northbound Stock Connect Expansion: List Announced; Potential MSCI Adds in MayMerger Arb…
Smartkarma Daily BriefsMarch 6, 2023
ChinaDaily BriefsIn today’s briefing: Unisound: A Chinese Unicorn Focused on AI Powered Voice and Speech Processing…
Smartkarma Daily BriefsMarch 5, 2023
ChinaDaily BriefsIn today’s briefing: Yashili (1230 HK): Mengniu Offer Imminent As Key Sale ConcludesYashili (1230 HK):…
Smartkarma Daily BriefsMarch 4, 2023
Daily BriefsJapanIn today’s briefing: ANA and NYK to Trade NCA, So JAL/ANA GTGTOPIX Inclusions: Who Is…
Smartkarma Daily BriefsMarch 8, 2023
Daily BriefsJapanIn today’s briefing: SBI Sumishin Net Bank Pre-IPO - Revised Forecast and Valuations - RoA…
Smartkarma Daily BriefsMarch 7, 2023
Daily BriefsJapanIn today’s briefing: SBI Sumishin Net Bank IPO: Valuation InsightsWeekly Deals Digest (05 Mar) -…
Smartkarma Daily BriefsMarch 6, 2023
Daily BriefsJapanIn today’s briefing: Index Rebalance & ETF Flow Recap: NKY, HSCEI, HSTECH, STAR50, MVIS, Japan…
Smartkarma Daily BriefsMarch 5, 2023
Daily BriefsJapanIn today’s briefing: Nikkei 225 Index Rebalance: Oriental Land, Renesas, JAL IN; Toyobo, Nippon LightMetal,…
Smartkarma Daily BriefsMarch 4, 2023
Daily BriefsJapanIn today’s briefing: Otsuka Holdings - Family Co Selldown for ¥56bn - Take It Vs…
Smartkarma Daily BriefsMarch 3, 2023
Daily BriefsMacroIn today’s briefing: CX Daily: Behind the Massive Sell-Off in Chinese Wealth Management ProductsUK: Expectations…
Smartkarma Daily BriefsJanuary 12, 2023
Daily BriefsMacroIn today’s briefing: Inflation Watch - Further Downside to US CPI ConsensusA Mandatory Cancellation of…
Smartkarma Daily BriefsJanuary 11, 2023
Daily BriefsMacroIn today’s briefing: EA: Tight Economy Requires Hawkish ECBHow Will Emerging Asia Fare in 2023?Cautious…
Smartkarma Daily BriefsJanuary 10, 2023
Daily BriefsMacroIn today’s briefing: Is QT Already Dead? Can The Fed Really ‘Ease’ Liquidity And Still…
Smartkarma Daily BriefsJanuary 9, 2023
Daily BriefsMacroIn today’s briefing: The Great Game #7 - German Panzers in Ukraine? The Great Game…
Smartkarma Daily BriefsJanuary 8, 2023
Daily BriefsMacroIn today’s briefing: China Watch - Reopening; Here’s How to Play ItCX Daily: China’s Railway…
Smartkarma Daily BriefsJanuary 7, 2023
Daily BriefsMost ReadIn today’s briefing: Link REIT (823) - Anchors Aweigh! Fair Weather Sailing AheadJapan Post Bank…
Smartkarma Daily BriefsMarch 17, 2023
Daily BriefsMost ReadIn today’s briefing: Japan Post Bank (7182 JP): Offering Price Decided; Buyback & Passive Flow…
Smartkarma Daily BriefsMarch 16, 2023
Daily BriefsMost ReadIn today’s briefing: Japan Post Bank (7182 JP): Offering Price Decided; Buyback & Passive Flow…
Smartkarma Daily BriefsMarch 15, 2023
Daily BriefsMost ReadIn today’s briefing: Japan Post Bank - Estimating Foreign Ownership and Deal FlowbackHYBE Gives Up…
Smartkarma Daily BriefsMarch 14, 2023
Daily BriefsMost ReadIn today’s briefing: Japan Post Bank - Estimating Foreign Ownership and Deal FlowbackMVIS Australia Equal…
Smartkarma Daily BriefsMarch 13, 2023
Daily BriefsMost ReadIn today’s briefing: MVIS Global Rare Earth/Strategic Metals Index Rebalance Preview: One Add, One Delete…
Smartkarma Daily BriefsMarch 12, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Adani Group: GQG Bets Big; MSCI Index ImpactsMBK & Unison Capital Trying…
Smartkarma Daily BriefsMarch 3, 2023
Daily BriefsEvent-DrivenIn today’s briefing: China Vanke (2202 HK): Placement & Index FlowsHKBN Ltd (1310 HK) Mulls…
Smartkarma Daily BriefsMarch 2, 2023
Daily BriefsEvent-DrivenIn today’s briefing: TOPIX Index Upweights: Final Predictions for The "The Big April Basket” 2023HKBN…
Smartkarma Daily BriefsMarch 1, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Japan Post Bank (7182 JP): BIG Offering Supported by Buybacks & Passive…
Smartkarma Daily BriefsFebruary 28, 2023
Daily BriefsEvent-DrivenIn today’s briefing: STAR50 Index Rebalance: Five Changes as Adds Bigly Outperform DeletesFujitec (6406) EGM…
Smartkarma Daily BriefsFebruary 27, 2023
Daily BriefsEvent-DrivenIn today’s briefing: HSI Index Rebalance: No Changes & Further Delays to Reaching the 80…
Smartkarma Daily BriefsFebruary 26, 2023
Daily BriefsECMIn today’s briefing: VinFast Auto Pre-IPO - The Positives - Aiming High...Pre-IPO OrbusNeich Medical Group:…
Smartkarma Daily BriefsDecember 8, 2022
Daily BriefsECMIn today’s briefing: Country Garden Placement - Hot on the Heels of the Last Deal,…
Smartkarma Daily BriefsDecember 7, 2022
Daily BriefsECMIn today’s briefing: ATRenew (RERE US): Pre-Owned SatisfactionDPC Dash IPO: Dominos Getting DominatedWeilong Delicious Global…
Smartkarma Daily BriefsDecember 6, 2022
Daily BriefsECMIn today’s briefing: NRI (4307) Likely Prices Today - Expect Weakness Then StrengthRecap of Our…
Smartkarma Daily BriefsDecember 5, 2022
Daily BriefsECMIn today’s briefing: ECM Weekly (4th Dec 2022) - Skymark, Daiei, Sunshine, Lygend, Weilong, NRI,…
Smartkarma Daily BriefsDecember 4, 2022
Daily BriefsECMIn today’s briefing: Pre-IPO 3D Medicines (3DM HK) - Some Points Worth the Attention; Our…
Smartkarma Daily BriefsDecember 3, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: China Internet Weekly (6Mar2023): JD, Kuaishou, Baidu, Weibo, VipshopTaiwan Tech Weekly: HP…
Smartkarma Daily BriefsMarch 7, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: SK Bioscience (302440 KS): Disappointing 2022 Result; Non-COVID Vaccines Are Key to…
Smartkarma Daily BriefsMarch 6, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Whitehaven Coal - 35% of Mkt Cap Cash/ Aggressive Capital Allocation The…
Smartkarma Daily BriefsMarch 5, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Bilibili 4Q: Gaming to Drop Further with In-House Developed StrategyITMG: Coal Softer,…
Smartkarma Daily BriefsMarch 4, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: JD.com (9618 HK) Earnings Preview: Weak Q4, But Strong 2023Appier (4180) |…
Smartkarma Daily BriefsMarch 3, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Meilan Airport (357 HK): Profit Warning Removed Share Price OverhangChina Everbright Water…
Smartkarma Daily BriefsMarch 2, 2023
Daily BriefsTMT/InternetIn today’s briefing: ASMPT (522 HK): PAG Potential Privatisation?Index Rebalance & ETF Flow Recap: MSCI…
Smartkarma Daily BriefsMarch 12, 2023
Daily BriefsTMT/InternetIn today’s briefing: Thoughts About the Failed Offer for Allfunds: Painful Transition Weighs on Both…
Smartkarma Daily BriefsMarch 11, 2023
Daily BriefsTMT/InternetIn today’s briefing: MSCI Korea May Review: Two New Names Are Emerging for InclusionJF Wealth…
Smartkarma Daily BriefsMarch 10, 2023
Daily BriefsTMT/InternetIn today’s briefing: HYBE: May Be Seeking to Raise As Much as 1 Trillion Won…
Smartkarma Daily BriefsMarch 9, 2023
Daily BriefsTMT/InternetIn today’s briefing: TOPIX Inclusions: Who Is Ready (Mar 2023)Tencent Meituan Dividend - The US$17bn…
Smartkarma Daily BriefsMarch 8, 2023
Daily BriefsTMT/InternetIn today’s briefing: Dida Pre-IPO: Losing Its DominanceTaiwan Tech Weekly: HP Says No Major PC…
Smartkarma Daily BriefsMarch 7, 2023
ChinaDaily BriefsIn today’s briefing: Link REIT (823) - Nil Paid Rights Start Trading Tomorrow - The…
Smartkarma Daily BriefsMarch 9, 2023
ChinaDaily BriefsIn today’s briefing: HSI, HSCEI, HSTECH: Rebalance Flows Post Capping (March 2023)Tencent Meituan Dividend -…
Smartkarma Daily BriefsMarch 8, 2023
ChinaDaily BriefsIn today’s briefing: Dida Pre-IPO: Losing Its DominanceChina Internet Weekly (6Mar2023): JD, Kuaishou, Baidu, Weibo,…
Smartkarma Daily BriefsMarch 7, 2023
ChinaDaily BriefsIn today’s briefing: Northbound Stock Connect Expansion: List Announced; Potential MSCI Adds in MayMerger Arb…
Smartkarma Daily BriefsMarch 6, 2023
ChinaDaily BriefsIn today’s briefing: Unisound: A Chinese Unicorn Focused on AI Powered Voice and Speech Processing…
Smartkarma Daily BriefsMarch 5, 2023
ChinaDaily BriefsIn today’s briefing: Yashili (1230 HK): Mengniu Offer Imminent As Key Sale ConcludesYashili (1230 HK):…
Smartkarma Daily BriefsMarch 4, 2023
Daily BriefsJapanIn today’s briefing: ANA and NYK to Trade NCA, So JAL/ANA GTGTOPIX Inclusions: Who Is…
Smartkarma Daily BriefsMarch 8, 2023
Daily BriefsJapanIn today’s briefing: SBI Sumishin Net Bank Pre-IPO - Revised Forecast and Valuations - RoA…
Smartkarma Daily BriefsMarch 7, 2023
Daily BriefsJapanIn today’s briefing: SBI Sumishin Net Bank IPO: Valuation InsightsWeekly Deals Digest (05 Mar) -…
Smartkarma Daily BriefsMarch 6, 2023
Daily BriefsJapanIn today’s briefing: Index Rebalance & ETF Flow Recap: NKY, HSCEI, HSTECH, STAR50, MVIS, Japan…
Smartkarma Daily BriefsMarch 5, 2023
Daily BriefsJapanIn today’s briefing: Nikkei 225 Index Rebalance: Oriental Land, Renesas, JAL IN; Toyobo, Nippon LightMetal,…
Smartkarma Daily BriefsMarch 4, 2023
Daily BriefsJapanIn today’s briefing: Otsuka Holdings - Family Co Selldown for ¥56bn - Take It Vs…
Smartkarma Daily BriefsMarch 3, 2023
Daily BriefsMacroIn today’s briefing: CX Daily: Behind the Massive Sell-Off in Chinese Wealth Management ProductsUK: Expectations…
Smartkarma Daily BriefsJanuary 12, 2023
Daily BriefsMacroIn today’s briefing: Inflation Watch - Further Downside to US CPI ConsensusA Mandatory Cancellation of…
Smartkarma Daily BriefsJanuary 11, 2023
Daily BriefsMacroIn today’s briefing: EA: Tight Economy Requires Hawkish ECBHow Will Emerging Asia Fare in 2023?Cautious…
Smartkarma Daily BriefsJanuary 10, 2023
Daily BriefsMacroIn today’s briefing: Is QT Already Dead? Can The Fed Really ‘Ease’ Liquidity And Still…
Smartkarma Daily BriefsJanuary 9, 2023
Daily BriefsMacroIn today’s briefing: The Great Game #7 - German Panzers in Ukraine? The Great Game…
Smartkarma Daily BriefsJanuary 8, 2023
Daily BriefsMacroIn today’s briefing: China Watch - Reopening; Here’s How to Play ItCX Daily: China’s Railway…
Smartkarma Daily BriefsJanuary 7, 2023
