In today’s briefing: 2023 High Conviction - SBI Shinsei Bank (8303 JP) - Still Reading…
Smartkarma Daily BriefsJanuary 12, 2023
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: MSCI Feb 2023 QCIR Preview: Nearing the Start of the Review PeriodHow…
Smartkarma Daily BriefsJanuary 11, 2023
Daily BriefsMost ReadIn today’s briefing: Index Rebalance & ETF Flow Recap: HSCEI, HSTECH, HSI, HSCI, KS200, KQ150,…
Smartkarma Daily BriefsJanuary 10, 2023
Daily BriefsMost ReadIn today’s briefing: Index Rebalance & ETF Flow Recap: HSCEI, HSTECH, HSI, HSCI, KS200, KQ150,…
Smartkarma Daily BriefsJanuary 9, 2023
Daily BriefsMost ReadIn today’s briefing: HSTECH Index Rebalance Preview (March): Handling Treatment Changes Lead to High TurnoverHSCEI…
Smartkarma Daily BriefsJanuary 8, 2023
Daily BriefsMost ReadIn today’s briefing: HSTECH Index Rebalance Preview (March): Handling Treatment Changes Lead to High TurnoverHSCEI…
Smartkarma Daily BriefsJanuary 7, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Last Week in Event SPACE: Toyo, Takashimaya/H2O, Skyworth, Shandong Fengxiang, O2MicroEnd of…
Smartkarma Daily BriefsDecember 31, 2022
Daily BriefsEvent-DrivenIn today’s briefing: O2Micro Trading Wide To Terms Ahead Of Shareholder VoteRetrospectively Reviewing Prop Traders…
Smartkarma Daily BriefsDecember 30, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Fengxiang (9977 HK): Offer Doc Out. Tender Now Or Sell In The…
Smartkarma Daily BriefsDecember 29, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Another Skyworth (751 HK) Partial BuybackLaunching KRX CSI Joint EV & Semiconductor…
Smartkarma Daily BriefsDecember 28, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Toyo Construction (1890) Investors/Traders BewareTakashimaya and H2O Cancel Tie-UpXXXLutz Consortium/Home24: Additional Acceptance…
Smartkarma Daily BriefsDecember 27, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Merger Arb Mondays (26 Dec) - Nippon Steel Trading, Conexio, Origin Energy,…
Smartkarma Daily BriefsDecember 26, 2022
Daily BriefsECMIn today’s briefing: Sula Vineyards Pre-IPO - Big Fish in a Small PondLeapmotor IPO Valuation…
Smartkarma Daily BriefsSeptember 22, 2022
Daily BriefsECMIn today’s briefing: Leapmotor IPO - Peers Recent Down Move Won’t HelpLeapmotor IPO: Valuation InsightsWCP…
Smartkarma Daily BriefsSeptember 21, 2022
Daily BriefsECMDaily Brief ECM: Onewo Space-Tech IPO – Appears Digestible Even on Conservative Assumptions and more
In today’s briefing: Onewo Space-Tech IPO - Appears Digestible Even on Conservative AssumptionsWCP IPO: Final…
Smartkarma Daily BriefsSeptember 20, 2022
Daily BriefsECMIn today’s briefing: Onewo IPO: Valuation InsightsImugene (IMU AU) Placement: Extended Runway for Clinical Programs…
Smartkarma Daily BriefsSeptember 19, 2022
Daily BriefsECMIn today’s briefing: Genuine Biotech (GBL HK): COVID Pill No Longer Attractive Opportunity; Thin Pipeline…
Smartkarma Daily BriefsSeptember 18, 2022
Daily BriefsECMIn today’s briefing: Farm Fresh IPO Lock-Up - Stock Price Has Held Up, but Recent…
Smartkarma Daily BriefsSeptember 17, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba 4Q Ecommerce OutlookA House of High Style Alibaba 4Q Ecommerce OutlookBy…
Smartkarma Daily BriefsJanuary 2, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: China Semiconductor Restrictions: How the Vice Is Becoming Tighter and TighterTaiwan Dual-Listings:…
Smartkarma Daily BriefsJanuary 1, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Bank Mandiri (BMRI IJ) - Growing By Digital MeansEicher Motors (EIM IN)…
Smartkarma Daily BriefsDecember 31, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: China Allows Import of 45 Foreign Video Games Including 7 Korean GamesBank…
Smartkarma Daily BriefsDecember 30, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: India Channel Insight #47 | Go Fashion, Lux IndustriesLondon Stock Exchange Group: Record…
Smartkarma Daily BriefsDecember 29, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Water Oasis: 5.2x FY23 PE with >15% Div Yield and 25% of…
Smartkarma Daily BriefsDecember 28, 2022
Daily BriefsTMT/InternetIn today’s briefing: TOPIX Inclusions: Who Is Ready (Jan 2023)Weimob Placement - Share Price Momentum…
Smartkarma Daily BriefsJanuary 6, 2023
Daily BriefsTMT/InternetIn today’s briefing: Raise 2023 Forecasts Due to High Take Rate Raise 2023 Forecasts Due…
Smartkarma Daily BriefsJanuary 5, 2023
Daily BriefsTMT/InternetIn today’s briefing: Softbank Group - Vision Fund: Gains on Dollar Basis in Q3 but…
Smartkarma Daily BriefsJanuary 4, 2023
Daily BriefsTMT/InternetIn today’s briefing: New Relic: $1B+ Revenue By FY24. Cost Discipline Will Drive ProfitabilityChina Internet…
Smartkarma Daily BriefsJanuary 3, 2023
Daily BriefsTMT/InternetIn today’s briefing: Alibaba 4Q Ecommerce OutlookEQD | Volatility Update: Weekly Review of Vol Changes…
Smartkarma Daily BriefsJanuary 2, 2023
Daily BriefsTMT/InternetIn today’s briefing: China Semiconductor Restrictions: How the Vice Is Becoming Tighter and TighterIndex Rebalance…
Smartkarma Daily BriefsJanuary 1, 2023
ChinaDaily BriefsIn today’s briefing: Acotec (6669 HK): Boston Scientific’s HK$20 Partial Offer Now OpenHSCI Index Rebalance…
Smartkarma Daily BriefsJanuary 4, 2023
ChinaDaily BriefsIn today’s briefing: HSCEI Index Rebalance Preview: Handling Treatment & Changes in MarchAlibaba – Cash…
Smartkarma Daily BriefsJanuary 3, 2023
ChinaDaily BriefsIn today’s briefing: Alibaba 4Q Ecommerce OutlookEQD | Volatility Update: Weekly Review of Vol Changes…
Smartkarma Daily BriefsJanuary 2, 2023
ChinaDaily BriefsIn today’s briefing: Index Rebalance & ETF Flow Recap: Meituan, S&P/ASX All Tech, 2022 ETF…
Smartkarma Daily BriefsJanuary 1, 2023
ChinaDaily BriefsIn today’s briefing: Last Week in Event SPACE: Toyo, Takashimaya/H2O, Skyworth, Shandong Fengxiang, O2Micro Last…
Smartkarma Daily BriefsDecember 31, 2022
ChinaDaily BriefsIn today’s briefing: Sinopharm Group (1099 HK): Industry Tailwind and China Reopening To Drive GrowthChinese…
Smartkarma Daily BriefsDecember 30, 2022
Daily BriefsJapanIn today’s briefing: Sawai Group Holdings (4887 JP): Continued Price Erosion Is Weakening Earnings Prowess…
Smartkarma Daily BriefsDecember 29, 2022
Daily BriefsJapanIn today’s briefing: Yodobashi to Become Top 10 Retailer in Sogo Seibu Deal with FortressOno…
Smartkarma Daily BriefsDecember 28, 2022
Daily BriefsJapanIn today’s briefing: Toyo Construction (1890) Investors/Traders BewareTakashimaya and H2O Cancel Tie-UpGreen Lawson: More Eco…
Smartkarma Daily BriefsDecember 27, 2022
Daily BriefsJapanIn today’s briefing: Merger Arb Mondays (26 Dec) - Nippon Steel Trading, Conexio, Origin Energy,…
Smartkarma Daily BriefsDecember 26, 2022
Daily BriefsJapanIn today’s briefing: Last Week in Event SPACE: Oz Minerals, Warrego, JAFCO, Swire Pac's A&Bs,…
Smartkarma Daily BriefsDecember 25, 2022
Daily BriefsJapanIn today’s briefing: Not Sure if Activist Investor's Agenda Will Be Approved, but JSF's Value…
Smartkarma Daily BriefsDecember 24, 2022
Daily BriefsMacroIn today’s briefing: CX Daily: Indonesian Sovereign Wealth Fund’s Blueprint for Growth CX Daily: Indonesian…
Smartkarma Daily BriefsOctober 29, 2022
Daily BriefsMacroIn today’s briefing: CX Daily: China to Support Domestic Share Trading of Foreign-Invested CompaniesECB: Aiming…
Smartkarma Daily BriefsOctober 28, 2022
Daily BriefsMacroIn today’s briefing: China: Headwinds Persist, but a Turnaround Is Not off the CardsCX Daily:…
Smartkarma Daily BriefsOctober 27, 2022
Daily BriefsMacroIn today’s briefing: US-China: New US Chip Ban Will Have Far-Reaching Consequences Beyond Just ChipsXi’s…
Smartkarma Daily BriefsOctober 26, 2022
Daily BriefsMacroIn today’s briefing: Global Recession BeginningThe Week That Was in ASEAN@Smartkarma - Ciputra Development, Matahari…
Smartkarma Daily BriefsOctober 25, 2022
Daily BriefsMacroIn today’s briefing: Fear of being out replaced by fear of being in (anything but…
Smartkarma Daily BriefsOctober 24, 2022
Daily BriefsMost ReadIn today’s briefing: 2023 High Conviction - SBI Shinsei Bank (8303 JP) - Still Reading…
Smartkarma Daily BriefsJanuary 12, 2023
Daily BriefsMost ReadIn today’s briefing: MSCI Feb 2023 QCIR Preview: Nearing the Start of the Review PeriodHow…
Smartkarma Daily BriefsJanuary 11, 2023
Daily BriefsMost ReadIn today’s briefing: Index Rebalance & ETF Flow Recap: HSCEI, HSTECH, HSI, HSCI, KS200, KQ150,…
Smartkarma Daily BriefsJanuary 10, 2023
Daily BriefsMost ReadIn today’s briefing: Index Rebalance & ETF Flow Recap: HSCEI, HSTECH, HSI, HSCI, KS200, KQ150,…
Smartkarma Daily BriefsJanuary 9, 2023
Daily BriefsMost ReadIn today’s briefing: HSTECH Index Rebalance Preview (March): Handling Treatment Changes Lead to High TurnoverHSCEI…
Smartkarma Daily BriefsJanuary 8, 2023
Daily BriefsMost ReadIn today’s briefing: HSTECH Index Rebalance Preview (March): Handling Treatment Changes Lead to High TurnoverHSCEI…
Smartkarma Daily BriefsJanuary 7, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Last Week in Event SPACE: Toyo, Takashimaya/H2O, Skyworth, Shandong Fengxiang, O2MicroEnd of…
Smartkarma Daily BriefsDecember 31, 2022
Daily BriefsEvent-DrivenIn today’s briefing: O2Micro Trading Wide To Terms Ahead Of Shareholder VoteRetrospectively Reviewing Prop Traders…
Smartkarma Daily BriefsDecember 30, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Fengxiang (9977 HK): Offer Doc Out. Tender Now Or Sell In The…
Smartkarma Daily BriefsDecember 29, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Another Skyworth (751 HK) Partial BuybackLaunching KRX CSI Joint EV & Semiconductor…
Smartkarma Daily BriefsDecember 28, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Toyo Construction (1890) Investors/Traders BewareTakashimaya and H2O Cancel Tie-UpXXXLutz Consortium/Home24: Additional Acceptance…
Smartkarma Daily BriefsDecember 27, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Merger Arb Mondays (26 Dec) - Nippon Steel Trading, Conexio, Origin Energy,…
Smartkarma Daily BriefsDecember 26, 2022
Daily BriefsECMIn today’s briefing: Sula Vineyards Pre-IPO - Big Fish in a Small PondLeapmotor IPO Valuation…
Smartkarma Daily BriefsSeptember 22, 2022
Daily BriefsECMIn today’s briefing: Leapmotor IPO - Peers Recent Down Move Won’t HelpLeapmotor IPO: Valuation InsightsWCP…
Smartkarma Daily BriefsSeptember 21, 2022
Daily BriefsECMDaily Brief ECM: Onewo Space-Tech IPO – Appears Digestible Even on Conservative Assumptions and more
In today’s briefing: Onewo Space-Tech IPO - Appears Digestible Even on Conservative AssumptionsWCP IPO: Final…
Smartkarma Daily BriefsSeptember 20, 2022
Daily BriefsECMIn today’s briefing: Onewo IPO: Valuation InsightsImugene (IMU AU) Placement: Extended Runway for Clinical Programs…
Smartkarma Daily BriefsSeptember 19, 2022
Daily BriefsECMIn today’s briefing: Genuine Biotech (GBL HK): COVID Pill No Longer Attractive Opportunity; Thin Pipeline…
Smartkarma Daily BriefsSeptember 18, 2022
Daily BriefsECMIn today’s briefing: Farm Fresh IPO Lock-Up - Stock Price Has Held Up, but Recent…
Smartkarma Daily BriefsSeptember 17, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba 4Q Ecommerce OutlookA House of High Style Alibaba 4Q Ecommerce OutlookBy…
Smartkarma Daily BriefsJanuary 2, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: China Semiconductor Restrictions: How the Vice Is Becoming Tighter and TighterTaiwan Dual-Listings:…
Smartkarma Daily BriefsJanuary 1, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Bank Mandiri (BMRI IJ) - Growing By Digital MeansEicher Motors (EIM IN)…
Smartkarma Daily BriefsDecember 31, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: China Allows Import of 45 Foreign Video Games Including 7 Korean GamesBank…
Smartkarma Daily BriefsDecember 30, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: India Channel Insight #47 | Go Fashion, Lux IndustriesLondon Stock Exchange Group: Record…
Smartkarma Daily BriefsDecember 29, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Water Oasis: 5.2x FY23 PE with >15% Div Yield and 25% of…
Smartkarma Daily BriefsDecember 28, 2022
Daily BriefsTMT/InternetIn today’s briefing: TOPIX Inclusions: Who Is Ready (Jan 2023)Weimob Placement - Share Price Momentum…
Smartkarma Daily BriefsJanuary 6, 2023
Daily BriefsTMT/InternetIn today’s briefing: Raise 2023 Forecasts Due to High Take Rate Raise 2023 Forecasts Due…
Smartkarma Daily BriefsJanuary 5, 2023
Daily BriefsTMT/InternetIn today’s briefing: Softbank Group - Vision Fund: Gains on Dollar Basis in Q3 but…
Smartkarma Daily BriefsJanuary 4, 2023
Daily BriefsTMT/InternetIn today’s briefing: New Relic: $1B+ Revenue By FY24. Cost Discipline Will Drive ProfitabilityChina Internet…
Smartkarma Daily BriefsJanuary 3, 2023
Daily BriefsTMT/InternetIn today’s briefing: Alibaba 4Q Ecommerce OutlookEQD | Volatility Update: Weekly Review of Vol Changes…
Smartkarma Daily BriefsJanuary 2, 2023
Daily BriefsTMT/InternetIn today’s briefing: China Semiconductor Restrictions: How the Vice Is Becoming Tighter and TighterIndex Rebalance…
Smartkarma Daily BriefsJanuary 1, 2023
ChinaDaily BriefsIn today’s briefing: Acotec (6669 HK): Boston Scientific’s HK$20 Partial Offer Now OpenHSCI Index Rebalance…
Smartkarma Daily BriefsJanuary 4, 2023
ChinaDaily BriefsIn today’s briefing: HSCEI Index Rebalance Preview: Handling Treatment & Changes in MarchAlibaba – Cash…
Smartkarma Daily BriefsJanuary 3, 2023
ChinaDaily BriefsIn today’s briefing: Alibaba 4Q Ecommerce OutlookEQD | Volatility Update: Weekly Review of Vol Changes…
Smartkarma Daily BriefsJanuary 2, 2023
ChinaDaily BriefsIn today’s briefing: Index Rebalance & ETF Flow Recap: Meituan, S&P/ASX All Tech, 2022 ETF…
Smartkarma Daily BriefsJanuary 1, 2023
ChinaDaily BriefsIn today’s briefing: Last Week in Event SPACE: Toyo, Takashimaya/H2O, Skyworth, Shandong Fengxiang, O2Micro Last…
Smartkarma Daily BriefsDecember 31, 2022
ChinaDaily BriefsIn today’s briefing: Sinopharm Group (1099 HK): Industry Tailwind and China Reopening To Drive GrowthChinese…
Smartkarma Daily BriefsDecember 30, 2022
Daily BriefsJapanIn today’s briefing: Sawai Group Holdings (4887 JP): Continued Price Erosion Is Weakening Earnings Prowess…
Smartkarma Daily BriefsDecember 29, 2022
Daily BriefsJapanIn today’s briefing: Yodobashi to Become Top 10 Retailer in Sogo Seibu Deal with FortressOno…
Smartkarma Daily BriefsDecember 28, 2022
Daily BriefsJapanIn today’s briefing: Toyo Construction (1890) Investors/Traders BewareTakashimaya and H2O Cancel Tie-UpGreen Lawson: More Eco…
Smartkarma Daily BriefsDecember 27, 2022
Daily BriefsJapanIn today’s briefing: Merger Arb Mondays (26 Dec) - Nippon Steel Trading, Conexio, Origin Energy,…
Smartkarma Daily BriefsDecember 26, 2022
Daily BriefsJapanIn today’s briefing: Last Week in Event SPACE: Oz Minerals, Warrego, JAFCO, Swire Pac's A&Bs,…
Smartkarma Daily BriefsDecember 25, 2022
Daily BriefsJapanIn today’s briefing: Not Sure if Activist Investor's Agenda Will Be Approved, but JSF's Value…
Smartkarma Daily BriefsDecember 24, 2022
Daily BriefsMacroIn today’s briefing: CX Daily: Indonesian Sovereign Wealth Fund’s Blueprint for Growth CX Daily: Indonesian…
Smartkarma Daily BriefsOctober 29, 2022
Daily BriefsMacroIn today’s briefing: CX Daily: China to Support Domestic Share Trading of Foreign-Invested CompaniesECB: Aiming…
Smartkarma Daily BriefsOctober 28, 2022
Daily BriefsMacroIn today’s briefing: China: Headwinds Persist, but a Turnaround Is Not off the CardsCX Daily:…
Smartkarma Daily BriefsOctober 27, 2022
Daily BriefsMacroIn today’s briefing: US-China: New US Chip Ban Will Have Far-Reaching Consequences Beyond Just ChipsXi’s…
Smartkarma Daily BriefsOctober 26, 2022
Daily BriefsMacroIn today’s briefing: Global Recession BeginningThe Week That Was in ASEAN@Smartkarma - Ciputra Development, Matahari…
Smartkarma Daily BriefsOctober 25, 2022
Daily BriefsMacroIn today’s briefing: Fear of being out replaced by fear of being in (anything but…
Smartkarma Daily BriefsOctober 24, 2022
