In today’s briefing: MVIS Global Rare Earth/Strategic Metals Index Rebalance Preview: One Add, One Delete…
Smartkarma Daily BriefsMarch 11, 2023
Key Insights From The Network, Summarised Daily
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Daily BriefsMost ReadIn today’s briefing: Japan Post Bank Placement - Misbehaving - Still Has Time to Correct…
Smartkarma Daily BriefsMarch 9, 2023
Daily BriefsMost ReadIn today’s briefing: Japan Post Bank Placement - Misbehaving - Still Has Time to Correct…
Smartkarma Daily BriefsMarch 8, 2023
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Smartkarma Daily BriefsMarch 7, 2023
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 March 2023 Review - OLC, JAL, Renesas IN.Nikkei 225 Sep…
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Daily BriefsEvent-DrivenIn today’s briefing: Sino Oil (702): Possible Jiangxi Jovo OfferAMT/Cellnex: Lower Chances of a BidA Good…
Smartkarma Daily BriefsFebruary 25, 2023
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Smartkarma Daily BriefsFebruary 24, 2023
Daily BriefsEvent-DrivenIn today’s briefing: SATS SP: S$800m Rights Issue to Fund WFS AcquisitionJapan Post Holdings To…
Smartkarma Daily BriefsFebruary 23, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Foreign Room Race for MSCI Re-Inclusion: SK Telecom Is Unexpectedly RisingJiangnan Group…
Smartkarma Daily BriefsFebruary 22, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Sembcorp Marine (SMM SP): MSCI Inclusion Confirmed as Shorts SurgeEcopro Co: Shorting…
Smartkarma Daily BriefsFebruary 21, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Sembcorp Marine (SMM SP): Short-Term Share Overhang Vs the Long-Term ValueSET50 Index…
Smartkarma Daily BriefsFebruary 20, 2023
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Smartkarma Daily BriefsDecember 2, 2022
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Smartkarma Daily BriefsNovember 30, 2022
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Smartkarma Daily BriefsNovember 29, 2022
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Smartkarma Daily BriefsNovember 28, 2022
Daily BriefsECMIn today’s briefing: ECM Weekly (27th Nov 2022) - Growatt, Lygend, Sunshine Ins, Weilong, DPC,…
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Smartkarma Daily BriefsMarch 1, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Grab (GRAB US) - Moving Towards Steady State: Cut TP for Intensified…
Smartkarma Daily BriefsFebruary 28, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Adani Group Has a Significant Liquidity Gap to BridgeInMode Ltd (INMD US):…
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Daily BriefsEquity Bottom-UpDaily Brief Equity Bottom-Up: Alibaba: FY3Q23 Results Presenting An Opportunity In Disguise and more
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Smartkarma Daily BriefsFebruary 26, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Techtronic Industries (669 HK): Forensic Analysis ViewpointAlibaba: Post Earnings Price Reaction Confirms…
Smartkarma Daily BriefsFebruary 25, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba (9988 HK): 3Q23, Growth Flat, But Margin Up, BuyPerfect Medical: Calm…
Smartkarma Daily BriefsFebruary 24, 2023
Daily BriefsTMT/InternetIn today’s briefing: Merger Arb Mondays (06 Mar) - HKBN, Yashili, OZ Minerals, Nitro, Tyro,…
Smartkarma Daily BriefsMarch 6, 2023
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Daily BriefsTMT/InternetIn today’s briefing: HKBN Ltd (1310 HK) Mulls I Square's HGC OfferSweden's EQT to Acquire…
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Daily BriefsTMT/InternetIn today’s briefing: TOPIX Index Upweights: Final Predictions for The "The Big April Basket” 2023HKBN…
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Smartkarma Daily BriefsFebruary 28, 2023
ChinaDaily BriefsIn today’s briefing: STAR50 Index Rebalance: Five Changes as Adds Bigly Outperform DeletesHSTECH Mar23 Index…
Smartkarma Daily BriefsFebruary 27, 2023
ChinaDaily BriefsIn today’s briefing: HSCI Index Rebalance: 35 Adds, 28 Deletes & Changes to Southbound Stock…
Smartkarma Daily BriefsFebruary 26, 2023
Daily BriefsJapanIn today’s briefing: SBI Sumishin NetBank (7163 JP) Re-IPO Details, Fundamentals Tearsheet, Likely Index TreatmentSHL-Japan…
Smartkarma Daily BriefsMarch 2, 2023
Daily BriefsJapanIn today’s briefing: Japan Post Bank (7182 JP) ¥70bn ToSTNeT-3 BuybackKansai Paint (4613 JP) Secondary…
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Daily BriefsJapanIn today’s briefing: Japan Post Bank (7182 JP) Announces Its Re-IPO - Big Offering, Complicated…
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Daily BriefsJapanIn today’s briefing: Fujitec (6406) EGM - It WAS a Close-Run Thing, Glass Lewis Was…
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Daily BriefsMacroIn today’s briefing: The 2023 Macro ETF Portfolio The 2023 Macro ETF PortfolioBy The Macro…
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Daily BriefsMost ReadIn today’s briefing: MVIS Global Rare Earth/Strategic Metals Index Rebalance Preview: One Add, One Delete…
Smartkarma Daily BriefsMarch 11, 2023
Daily BriefsMost ReadIn today’s briefing: Link REIT (823) - Nil Paid Rights Start Trading Tomorrow - The…
Smartkarma Daily BriefsMarch 10, 2023
Daily BriefsMost ReadIn today’s briefing: Japan Post Bank Placement - Misbehaving - Still Has Time to Correct…
Smartkarma Daily BriefsMarch 9, 2023
Daily BriefsMost ReadIn today’s briefing: Japan Post Bank Placement - Misbehaving - Still Has Time to Correct…
Smartkarma Daily BriefsMarch 8, 2023
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Sep 2023 PREVIEW - Lasertec, Toshiba, Nitori, Maybe ZozoNorthbound Stock…
Smartkarma Daily BriefsMarch 7, 2023
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 March 2023 Review - OLC, JAL, Renesas IN.Nikkei 225 Sep…
Smartkarma Daily BriefsMarch 6, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Sino Oil (702): Possible Jiangxi Jovo OfferAMT/Cellnex: Lower Chances of a BidA Good…
Smartkarma Daily BriefsFebruary 25, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Techtronic Industries (669 HK): JR Puts Down That ToolStar Entertainment (SGR AU):…
Smartkarma Daily BriefsFebruary 24, 2023
Daily BriefsEvent-DrivenIn today’s briefing: SATS SP: S$800m Rights Issue to Fund WFS AcquisitionJapan Post Holdings To…
Smartkarma Daily BriefsFebruary 23, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Foreign Room Race for MSCI Re-Inclusion: SK Telecom Is Unexpectedly RisingJiangnan Group…
Smartkarma Daily BriefsFebruary 22, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Sembcorp Marine (SMM SP): MSCI Inclusion Confirmed as Shorts SurgeEcopro Co: Shorting…
Smartkarma Daily BriefsFebruary 21, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Sembcorp Marine (SMM SP): Short-Term Share Overhang Vs the Long-Term ValueSET50 Index…
Smartkarma Daily BriefsFebruary 20, 2023
Daily BriefsECMIn today’s briefing: Skymark IPO - ValuationPre-IPO MedSci Healthcare Holdings - The Investment Logic, the…
Smartkarma Daily BriefsDecember 2, 2022
Daily BriefsECMIn today’s briefing: Lygend Resources & Technology IPO: Trading DebutSunshine Insurance Group IPO: Valuation InsightsLava…
Smartkarma Daily BriefsDecember 1, 2022
Daily BriefsECMIn today’s briefing: Doosan Bobcat Placement - Momentum Is Strong but past Deals Have Been…
Smartkarma Daily BriefsNovember 30, 2022
Daily BriefsECMIn today’s briefing: Skymark Airlines IPO - Peer Comparison & Valuation - Asking Too Much…
Smartkarma Daily BriefsNovember 29, 2022
Daily BriefsECMIn today’s briefing: Nomura Research Institute (4307) Large Secondary Offering - Demand Profile and Index…
Smartkarma Daily BriefsNovember 28, 2022
Daily BriefsECMIn today’s briefing: ECM Weekly (27th Nov 2022) - Growatt, Lygend, Sunshine Ins, Weilong, DPC,…
Smartkarma Daily BriefsNovember 27, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Astra International (ASII IJ) - Rewarding Investors for an Extraordinary YearMitsubishi Chemical…
Smartkarma Daily BriefsMarch 1, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Grab (GRAB US) - Moving Towards Steady State: Cut TP for Intensified…
Smartkarma Daily BriefsFebruary 28, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Adani Group Has a Significant Liquidity Gap to BridgeInMode Ltd (INMD US):…
Smartkarma Daily BriefsFebruary 27, 2023
Daily BriefsEquity Bottom-UpDaily Brief Equity Bottom-Up: Alibaba: FY3Q23 Results Presenting An Opportunity In Disguise and more
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Smartkarma Daily BriefsFebruary 26, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Techtronic Industries (669 HK): Forensic Analysis ViewpointAlibaba: Post Earnings Price Reaction Confirms…
Smartkarma Daily BriefsFebruary 25, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba (9988 HK): 3Q23, Growth Flat, But Margin Up, BuyPerfect Medical: Calm…
Smartkarma Daily BriefsFebruary 24, 2023
Daily BriefsTMT/InternetIn today’s briefing: Merger Arb Mondays (06 Mar) - HKBN, Yashili, OZ Minerals, Nitro, Tyro,…
Smartkarma Daily BriefsMarch 6, 2023
Daily BriefsTMT/InternetIn today’s briefing: Unisound: A Chinese Unicorn Focused on AI Powered Voice and Speech Processing…
Smartkarma Daily BriefsMarch 5, 2023
Daily BriefsTMT/InternetIn today’s briefing: Quiddity ASX Rebal Mar 23: Good Hit Rate, Some Short Buildup, Decent…
Smartkarma Daily BriefsMarch 4, 2023
Daily BriefsTMT/InternetIn today’s briefing: Appier (4180) | It's Doubled, so What's NextJF Wealth Holdings IPO -…
Smartkarma Daily BriefsMarch 3, 2023
Daily BriefsTMT/InternetIn today’s briefing: HKBN Ltd (1310 HK) Mulls I Square's HGC OfferSweden's EQT to Acquire…
Smartkarma Daily BriefsMarch 2, 2023
Daily BriefsTMT/InternetIn today’s briefing: TOPIX Index Upweights: Final Predictions for The "The Big April Basket” 2023HKBN…
Smartkarma Daily BriefsMarch 1, 2023
ChinaDaily BriefsIn today’s briefing: JD.com (9618 HK) Earnings Preview: Weak Q4, But Strong 2023JF Wealth Holdings…
Smartkarma Daily BriefsMarch 3, 2023
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Smartkarma Daily BriefsMarch 2, 2023
ChinaDaily BriefsIn today’s briefing: HKBN (1310 HK): Trading Halt, HGC’s Rumoured Takeover OfferIQiyi: Upbeat 4Q Is…
Smartkarma Daily BriefsMarch 1, 2023
ChinaDaily BriefsIn today’s briefing: PCCW And HKT's 2022 Results: Cut TP for Intensified Competition in ECommercePinduoduo:…
Smartkarma Daily BriefsFebruary 28, 2023
ChinaDaily BriefsIn today’s briefing: STAR50 Index Rebalance: Five Changes as Adds Bigly Outperform DeletesHSTECH Mar23 Index…
Smartkarma Daily BriefsFebruary 27, 2023
ChinaDaily BriefsIn today’s briefing: HSCI Index Rebalance: 35 Adds, 28 Deletes & Changes to Southbound Stock…
Smartkarma Daily BriefsFebruary 26, 2023
Daily BriefsJapanIn today’s briefing: SBI Sumishin NetBank (7163 JP) Re-IPO Details, Fundamentals Tearsheet, Likely Index TreatmentSHL-Japan…
Smartkarma Daily BriefsMarch 2, 2023
Daily BriefsJapanIn today’s briefing: Japan Post Bank (7182 JP) ¥70bn ToSTNeT-3 BuybackKansai Paint (4613 JP) Secondary…
Smartkarma Daily BriefsMarch 1, 2023
Daily BriefsJapanIn today’s briefing: Japan Post Bank (7182 JP) Announces Its Re-IPO - Big Offering, Complicated…
Smartkarma Daily BriefsFebruary 28, 2023
Daily BriefsJapanIn today’s briefing: Fujitec (6406) EGM - It WAS a Close-Run Thing, Glass Lewis Was…
Smartkarma Daily BriefsFebruary 27, 2023
Daily BriefsJapanIn today’s briefing: Toshiba (6502) - Funding Unsecured! (This Is Getting To Be a Habit)Amvis…
Smartkarma Daily BriefsFebruary 26, 2023
Daily BriefsJapanIn today’s briefing: Branded Camping from Goldwin and Snow Peak Branded Camping from Goldwin and…
Smartkarma Daily BriefsFebruary 25, 2023
Daily BriefsMacroIn today’s briefing: Inflation Watch: 5 Charts Showing that Inflation Has Peaked in EuropeCX Daily:…
Smartkarma Daily BriefsJanuary 6, 2023
Daily BriefsMacroIn today’s briefing: The 2023 Macro ETF Portfolio The 2023 Macro ETF PortfolioBy The Macro…
Smartkarma Daily BriefsJanuary 5, 2023
Daily BriefsMacroIn today’s briefing: Malaysia’s Last Chance? Overcoming an Investment SlowdownEuropolitics Watch: The Tory Tragedy Isn’t…
Smartkarma Daily BriefsJanuary 4, 2023
Daily BriefsMacroIn today’s briefing: The New Year Week That Was in ASEAN@Smartkarma - MrDIY, Dynasty Ceramic,…
Smartkarma Daily BriefsJanuary 3, 2023
Daily BriefsMacroIn today’s briefing: Late-2022 Policy Developments Further Complicate 2023 Outlook Late-2022 Policy Developments Further Complicate…
Smartkarma Daily BriefsJanuary 1, 2023
Daily BriefsMacroIn today’s briefing: CX Daily: Alibaba’s DingTalk Hits 15 Million Paying Users As It Tries…
Smartkarma Daily BriefsDecember 31, 2022
