In today’s briefing: Canon ADR Cancellation - There May Be A Trade To DoAbsolutely GINORMOUS…
Smartkarma Daily BriefsFebruary 15, 2023
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Big Link REIT (823 HK) Rights OfferingCanon ADR Cancellation - There May…
Smartkarma Daily BriefsFebruary 14, 2023
Daily BriefsMost ReadIn today’s briefing: MSCI Feb 2023 QCIR: Mostly In-Line; Couple of SurprisesBig Link REIT (823…
Smartkarma Daily BriefsFebruary 13, 2023
Daily BriefsMost ReadIn today’s briefing: IDX30/LQ45/IDX80 Index Rebalance: 4 Days to ImplementationIndex Rebalance & ETF Flow Recap:…
Smartkarma Daily BriefsFebruary 12, 2023
Daily BriefsMost ReadIn today’s briefing: MSCI Feb 2023 QCIR: Mostly In-Line; Couple of SurprisesAdani Group - MSCI…
Smartkarma Daily BriefsFebruary 11, 2023
Daily BriefsMost ReadIn today’s briefing: MSCI Acts Quickly: Unmitigated Bad News for Adani Group CompaniesToshiba (6502) -…
Smartkarma Daily BriefsFebruary 10, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Sumitomo Elec Buys Out Sub Techno Associé) At ¥1,695/Share - Insulting Explanation.…
Smartkarma Daily BriefsFebruary 3, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Oriental Land (4661) As Nikkei 225 Candidate - What Is Float? What…
Smartkarma Daily BriefsFebruary 2, 2023
Daily BriefsEvent-DrivenIn today’s briefing: StubWorld: Mickey Upstages Keisei ElectricMSCI Feb 2023 QCIR Preview: Potential Changes as…
Smartkarma Daily BriefsFebruary 1, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Adani Ent FPO - Early Demand Muted, Adani & Hindenburg Trade Barbs…
Smartkarma Daily BriefsJanuary 31, 2023
Daily BriefsEvent-DrivenIn today’s briefing: MSCI Wants a Consult on Adani Group - I'm Not Sure What…
Smartkarma Daily BriefsJanuary 30, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Adani Group: Hindenburg Report Spurs MSCI to Invite FeedbackNames to Watch for…
Smartkarma Daily BriefsJanuary 29, 2023
Daily BriefsECMIn today’s briefing: Millie's Library IPO Valuation AnalysisECM Weekly (6th Nov 2022) - Giant Biogene,…
Smartkarma Daily BriefsNovember 6, 2022
Daily BriefsECMIn today’s briefing: Bikaji Foods International IPO - At an Equally Spicy ValuationGiant Biogene: Thoughts…
Smartkarma Daily BriefsNovember 4, 2022
Daily BriefsECMIn today’s briefing: Bikaji Foods International IPO - Spicy SnacksFusion Micro Finance IPO - Not…
Smartkarma Daily BriefsNovember 3, 2022
Daily BriefsECMIn today’s briefing: Betagro IPO Trading - Seems Fairly ValuedGo Digit General Insurance Pre-IPO -…
Smartkarma Daily BriefsNovember 2, 2022
Daily BriefsECMIn today’s briefing: Global Health IPO - Small Player but AttractiveGo Digit General Insurance Pre-IPO…
Smartkarma Daily BriefsNovember 1, 2022
Daily BriefsECMIn today’s briefing: ECM Weekly (30th Oct 2022) - Giant Biogene, Sunshine, I-Tail, Global Health,…
Smartkarma Daily BriefsOctober 30, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Indian Banks Screener to December-End 2022: Credit Risks RisingChina Healthcare Weekly (Feb.3)-…
Smartkarma Daily BriefsFebruary 5, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Grab(GRAB.US) 4Q22 Preview: Tailwinds from Share Gain and Rebound in MobilityQ&M Dental…
Smartkarma Daily BriefsFebruary 4, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Xiaomi(1810.HK): Huawei’s Restrictions (Another) Signal of More to ComeSONY (6758) | Re-Acceleration…
Smartkarma Daily BriefsFebruary 3, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Softbank Group (Neutral) - Japan’s Global Tech Play: Initiation of Coverage and…
Smartkarma Daily BriefsFebruary 2, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Oriental Land: Fantasy Springs Is No Longer on Management’s InterestDelta Taiwan Vs.…
Smartkarma Daily BriefsFebruary 1, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Smartkarma Webinar | This Is Not A Webinar On AdaniTencent (700 HK):…
Smartkarma Daily BriefsJanuary 31, 2023
Daily BriefsTMT/InternetIn today’s briefing: TOPIX Inclusions: Who Is Ready (Feb 2023)China Telcos: Send In The CloudsKuaishou（1024.HK）4Q22…
Smartkarma Daily BriefsFebruary 9, 2023
Daily BriefsTMT/InternetIn today’s briefing: Nintendo (7974) | Game Over for SwitchSoftbank Group (Neutral) - Q3 22…
Smartkarma Daily BriefsFebruary 8, 2023
Daily BriefsTMT/InternetIn today’s briefing: China Internet Weekly (6Feb2023): Tencent, JD.com, MicrosoftJEIO IPO: Book Building Results AnalysisCom2uS…
Smartkarma Daily BriefsFebruary 7, 2023
Daily BriefsTMT/InternetIn today’s briefing: HESAI Group IPO Valuation Analysis HESAI Group IPO Valuation AnalysisBy Douglas Kim…
Smartkarma Daily BriefsFebruary 6, 2023
Daily BriefsTMT/InternetIn today’s briefing: HESAI Group IPO PreviewEQD | Volatility Update: Weekly Review of Vol Changes…
Smartkarma Daily BriefsFebruary 5, 2023
Daily BriefsTMT/InternetIn today’s briefing: Grab(GRAB.US) 4Q22 Preview: Tailwinds from Share Gain and Rebound in MobilityPushpay Holdings:…
Smartkarma Daily BriefsFebruary 4, 2023
ChinaDaily BriefsIn today’s briefing: China Internet Weekly (6Feb2023): Tencent, JD.com, MicrosoftEM Outperformance to Continue (Vs. EAFE)…
Smartkarma Daily BriefsFebruary 7, 2023
ChinaDaily BriefsIn today’s briefing: CSI500 Index Rebalance Preview: Potential Adds Continuing to OutperformMerger Arb Mondays (6…
Smartkarma Daily BriefsFebruary 6, 2023
ChinaDaily BriefsIn today’s briefing: HESAI Group IPO PreviewEQD | Volatility Update: Weekly Review of Vol Changes…
Smartkarma Daily BriefsFebruary 5, 2023
ChinaDaily BriefsIn today’s briefing: Weekly Wrap - 03 Feb 2023 Weekly Wrap - 03 Feb 2023By…
Smartkarma Daily BriefsFebruary 4, 2023
ChinaDaily BriefsIn today’s briefing: Quiddity Primer: The Ongoing Evolution of the Hang Seng IndexXiaomi(1810.HK): Huawei’s Restrictions…
Smartkarma Daily BriefsFebruary 3, 2023
ChinaDaily BriefsIn today’s briefing: Greatview Aseptic (468 HK): Rival Purchases And GrandstandingCOSCO Shipping Energy (1138 HK):…
Smartkarma Daily BriefsFebruary 2, 2023
Daily BriefsJapanIn today’s briefing: Mitsui & Co (8031) Q3 - Big Profit, New Bigger Buyback, Some…
Smartkarma Daily BriefsFebruary 6, 2023
Daily BriefsJapanIn today’s briefing: Softbank Corp (Buy) - Q3 22 Results Reaction: Modest Mobile Improvement, on…
Smartkarma Daily BriefsFebruary 4, 2023
Daily BriefsJapanIn today’s briefing: Sumitomo Elec Buys Out Sub Techno Associé) At ¥1,695/Share - Insulting Explanation.…
Smartkarma Daily BriefsFebruary 3, 2023
Daily BriefsJapanIn today’s briefing: Oriental Land (4661) As Nikkei 225 Candidate - What Is Float? What…
Smartkarma Daily BriefsFebruary 2, 2023
Daily BriefsJapanIn today’s briefing: StubWorld: Mickey Upstages Keisei ElectricMSCI Feb 2023 QCIR Preview: Potential Changes as…
Smartkarma Daily BriefsFebruary 1, 2023
Daily BriefsJapanIn today’s briefing: Renault & Nissan "Agree" On New Terms - A Diet Nothing🍔, Exchangeable…
Smartkarma Daily BriefsJanuary 31, 2023
Daily BriefsMacroIn today’s briefing: CX Daily: China Relaxes Restrictions on Overseas Loans so Developers Can Repay…
Smartkarma Daily BriefsDecember 8, 2022
Daily BriefsMacroIn today’s briefing: Vietnam: Amidst the Hype, Don't Forget the RisksCX Daily: China’s ‘Zero-Covid’ Looks…
Smartkarma Daily BriefsDecember 7, 2022
Daily BriefsMacroIn today’s briefing: The Week That Was in ASEAN@Smartkarma - Adaro Beyond Coal, Indocement, and…
Smartkarma Daily BriefsDecember 6, 2022
Daily BriefsMacroIn today’s briefing: How the World Cup Almost Unraveled China"Second Time Lucky", Or "Fooled Me…
Smartkarma Daily BriefsDecember 5, 2022
Daily BriefsMacroIn today’s briefing: Five Reasons For Optimism In 2023?A Mandatory Disclosure in English for Listed…
Smartkarma Daily BriefsDecember 4, 2022
Daily BriefsMacroIn today’s briefing: CX Daily: U.S. Audit Row Dims Big Accounting’s Prospects in China CX…
Smartkarma Daily BriefsDecember 3, 2022
Daily BriefsMost ReadIn today’s briefing: Canon ADR Cancellation - There May Be A Trade To DoAbsolutely GINORMOUS…
Smartkarma Daily BriefsFebruary 15, 2023
Daily BriefsMost ReadIn today’s briefing: Big Link REIT (823 HK) Rights OfferingCanon ADR Cancellation - There May…
Smartkarma Daily BriefsFebruary 14, 2023
Daily BriefsMost ReadIn today’s briefing: MSCI Feb 2023 QCIR: Mostly In-Line; Couple of SurprisesBig Link REIT (823…
Smartkarma Daily BriefsFebruary 13, 2023
Daily BriefsMost ReadIn today’s briefing: IDX30/LQ45/IDX80 Index Rebalance: 4 Days to ImplementationIndex Rebalance & ETF Flow Recap:…
Smartkarma Daily BriefsFebruary 12, 2023
Daily BriefsMost ReadIn today’s briefing: MSCI Feb 2023 QCIR: Mostly In-Line; Couple of SurprisesAdani Group - MSCI…
Smartkarma Daily BriefsFebruary 11, 2023
Daily BriefsMost ReadIn today’s briefing: MSCI Acts Quickly: Unmitigated Bad News for Adani Group CompaniesToshiba (6502) -…
Smartkarma Daily BriefsFebruary 10, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Sumitomo Elec Buys Out Sub Techno Associé) At ¥1,695/Share - Insulting Explanation.…
Smartkarma Daily BriefsFebruary 3, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Oriental Land (4661) As Nikkei 225 Candidate - What Is Float? What…
Smartkarma Daily BriefsFebruary 2, 2023
Daily BriefsEvent-DrivenIn today’s briefing: StubWorld: Mickey Upstages Keisei ElectricMSCI Feb 2023 QCIR Preview: Potential Changes as…
Smartkarma Daily BriefsFebruary 1, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Adani Ent FPO - Early Demand Muted, Adani & Hindenburg Trade Barbs…
Smartkarma Daily BriefsJanuary 31, 2023
Daily BriefsEvent-DrivenIn today’s briefing: MSCI Wants a Consult on Adani Group - I'm Not Sure What…
Smartkarma Daily BriefsJanuary 30, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Adani Group: Hindenburg Report Spurs MSCI to Invite FeedbackNames to Watch for…
Smartkarma Daily BriefsJanuary 29, 2023
Daily BriefsECMIn today’s briefing: Millie's Library IPO Valuation AnalysisECM Weekly (6th Nov 2022) - Giant Biogene,…
Smartkarma Daily BriefsNovember 6, 2022
Daily BriefsECMIn today’s briefing: Bikaji Foods International IPO - At an Equally Spicy ValuationGiant Biogene: Thoughts…
Smartkarma Daily BriefsNovember 4, 2022
Daily BriefsECMIn today’s briefing: Bikaji Foods International IPO - Spicy SnacksFusion Micro Finance IPO - Not…
Smartkarma Daily BriefsNovember 3, 2022
Daily BriefsECMIn today’s briefing: Betagro IPO Trading - Seems Fairly ValuedGo Digit General Insurance Pre-IPO -…
Smartkarma Daily BriefsNovember 2, 2022
Daily BriefsECMIn today’s briefing: Global Health IPO - Small Player but AttractiveGo Digit General Insurance Pre-IPO…
Smartkarma Daily BriefsNovember 1, 2022
Daily BriefsECMIn today’s briefing: ECM Weekly (30th Oct 2022) - Giant Biogene, Sunshine, I-Tail, Global Health,…
Smartkarma Daily BriefsOctober 30, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Indian Banks Screener to December-End 2022: Credit Risks RisingChina Healthcare Weekly (Feb.3)-…
Smartkarma Daily BriefsFebruary 5, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Grab(GRAB.US) 4Q22 Preview: Tailwinds from Share Gain and Rebound in MobilityQ&M Dental…
Smartkarma Daily BriefsFebruary 4, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Xiaomi(1810.HK): Huawei’s Restrictions (Another) Signal of More to ComeSONY (6758) | Re-Acceleration…
Smartkarma Daily BriefsFebruary 3, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Softbank Group (Neutral) - Japan’s Global Tech Play: Initiation of Coverage and…
Smartkarma Daily BriefsFebruary 2, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Oriental Land: Fantasy Springs Is No Longer on Management’s InterestDelta Taiwan Vs.…
Smartkarma Daily BriefsFebruary 1, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Smartkarma Webinar | This Is Not A Webinar On AdaniTencent (700 HK):…
Smartkarma Daily BriefsJanuary 31, 2023
Daily BriefsTMT/InternetIn today’s briefing: TOPIX Inclusions: Who Is Ready (Feb 2023)China Telcos: Send In The CloudsKuaishou（1024.HK）4Q22…
Smartkarma Daily BriefsFebruary 9, 2023
Daily BriefsTMT/InternetIn today’s briefing: Nintendo (7974) | Game Over for SwitchSoftbank Group (Neutral) - Q3 22…
Smartkarma Daily BriefsFebruary 8, 2023
Daily BriefsTMT/InternetIn today’s briefing: China Internet Weekly (6Feb2023): Tencent, JD.com, MicrosoftJEIO IPO: Book Building Results AnalysisCom2uS…
Smartkarma Daily BriefsFebruary 7, 2023
Daily BriefsTMT/InternetIn today’s briefing: HESAI Group IPO Valuation Analysis HESAI Group IPO Valuation AnalysisBy Douglas Kim…
Smartkarma Daily BriefsFebruary 6, 2023
Daily BriefsTMT/InternetIn today’s briefing: HESAI Group IPO PreviewEQD | Volatility Update: Weekly Review of Vol Changes…
Smartkarma Daily BriefsFebruary 5, 2023
Daily BriefsTMT/InternetIn today’s briefing: Grab(GRAB.US) 4Q22 Preview: Tailwinds from Share Gain and Rebound in MobilityPushpay Holdings:…
Smartkarma Daily BriefsFebruary 4, 2023
ChinaDaily BriefsIn today’s briefing: China Internet Weekly (6Feb2023): Tencent, JD.com, MicrosoftEM Outperformance to Continue (Vs. EAFE)…
Smartkarma Daily BriefsFebruary 7, 2023
ChinaDaily BriefsIn today’s briefing: CSI500 Index Rebalance Preview: Potential Adds Continuing to OutperformMerger Arb Mondays (6…
Smartkarma Daily BriefsFebruary 6, 2023
ChinaDaily BriefsIn today’s briefing: HESAI Group IPO PreviewEQD | Volatility Update: Weekly Review of Vol Changes…
Smartkarma Daily BriefsFebruary 5, 2023
ChinaDaily BriefsIn today’s briefing: Weekly Wrap - 03 Feb 2023 Weekly Wrap - 03 Feb 2023By…
Smartkarma Daily BriefsFebruary 4, 2023
ChinaDaily BriefsIn today’s briefing: Quiddity Primer: The Ongoing Evolution of the Hang Seng IndexXiaomi(1810.HK): Huawei’s Restrictions…
Smartkarma Daily BriefsFebruary 3, 2023
ChinaDaily BriefsIn today’s briefing: Greatview Aseptic (468 HK): Rival Purchases And GrandstandingCOSCO Shipping Energy (1138 HK):…
Smartkarma Daily BriefsFebruary 2, 2023
Daily BriefsJapanIn today’s briefing: Mitsui & Co (8031) Q3 - Big Profit, New Bigger Buyback, Some…
Smartkarma Daily BriefsFebruary 6, 2023
Daily BriefsJapanIn today’s briefing: Softbank Corp (Buy) - Q3 22 Results Reaction: Modest Mobile Improvement, on…
Smartkarma Daily BriefsFebruary 4, 2023
Daily BriefsJapanIn today’s briefing: Sumitomo Elec Buys Out Sub Techno Associé) At ¥1,695/Share - Insulting Explanation.…
Smartkarma Daily BriefsFebruary 3, 2023
Daily BriefsJapanIn today’s briefing: Oriental Land (4661) As Nikkei 225 Candidate - What Is Float? What…
Smartkarma Daily BriefsFebruary 2, 2023
Daily BriefsJapanIn today’s briefing: StubWorld: Mickey Upstages Keisei ElectricMSCI Feb 2023 QCIR Preview: Potential Changes as…
Smartkarma Daily BriefsFebruary 1, 2023
Daily BriefsJapanIn today’s briefing: Renault & Nissan "Agree" On New Terms - A Diet Nothing🍔, Exchangeable…
Smartkarma Daily BriefsJanuary 31, 2023
Daily BriefsMacroIn today’s briefing: CX Daily: China Relaxes Restrictions on Overseas Loans so Developers Can Repay…
Smartkarma Daily BriefsDecember 8, 2022
Daily BriefsMacroIn today’s briefing: Vietnam: Amidst the Hype, Don't Forget the RisksCX Daily: China’s ‘Zero-Covid’ Looks…
Smartkarma Daily BriefsDecember 7, 2022
Daily BriefsMacroIn today’s briefing: The Week That Was in ASEAN@Smartkarma - Adaro Beyond Coal, Indocement, and…
Smartkarma Daily BriefsDecember 6, 2022
Daily BriefsMacroIn today’s briefing: How the World Cup Almost Unraveled China"Second Time Lucky", Or "Fooled Me…
Smartkarma Daily BriefsDecember 5, 2022
Daily BriefsMacroIn today’s briefing: Five Reasons For Optimism In 2023?A Mandatory Disclosure in English for Listed…
Smartkarma Daily BriefsDecember 4, 2022
Daily BriefsMacroIn today’s briefing: CX Daily: U.S. Audit Row Dims Big Accounting’s Prospects in China CX…
Smartkarma Daily BriefsDecember 3, 2022
