In today’s briefing: HSTECH Index Rebalance Preview: Tongcheng Travel (780 HK) Could Replace Ming Yuan…
Smartkarma Daily BriefsDecember 26, 2022
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: S&P/ASX Index Rebalance Preview: A Busy March (Maybe January and February Too)PCOMP…
Smartkarma Daily BriefsDecember 25, 2022
Daily BriefsMost ReadIn today’s briefing: S&P/ASX Index Rebalance Preview: A Busy March (Maybe January and February Too)HSTECH…
Smartkarma Daily BriefsDecember 24, 2022
Daily BriefsMost ReadIn today’s briefing: Appier (4180) - Down But Not Out; Shareholder Structure Still The Biggest…
Smartkarma Daily BriefsDecember 23, 2022
Daily BriefsMost ReadIn today’s briefing: S&P/ASX Index Rebalance Preview: A Busy March (Maybe January and February Too)Southbound…
Smartkarma Daily BriefsDecember 22, 2022
Daily BriefsMost ReadIn today’s briefing: Yuanta/P-Shares Taiwan Dividend Plus ETF: Day 1 Flows & PerformanceSouthbound Stock Connect…
Smartkarma Daily BriefsDecember 21, 2022
Daily BriefsEvent-DrivenIn today’s briefing: HSCEI: Index Handling Changes for Secondary & Dual-Primary ListingsAcotec Scientific Holdings: Boston…
Smartkarma Daily BriefsDecember 13, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Haidilao's Spin-Off of Super Hi: Index ImplicationsLG Energy: ESOP Lockup Release (3.5%…
Smartkarma Daily BriefsDecember 12, 2022
Daily BriefsEvent-DrivenIn today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best TradesWeekly…
Smartkarma Daily BriefsDecember 11, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Can Son-San Take Over Softbank Group Through Buybacks?JCNC Is Still Overstretched Vs.…
Smartkarma Daily BriefsDecember 10, 2022
Daily BriefsEvent-DrivenIn today’s briefing: JAFCO (8595) Cancels Tender Offer - I Offer a Modest Proposal For…
Smartkarma Daily BriefsDecember 9, 2022
Daily BriefsEvent-DrivenIn today’s briefing: HDFC AMC: Abrdn's Potential Placement & Index ImplicationsXingda Int'l (1899 HK): Kicking…
Smartkarma Daily BriefsDecember 8, 2022
Daily BriefsECMIn today’s briefing: Leapmotor IPO: Valuation First-LookChongqing Hongjiu Fruit IPO Trading - Scraped Through with…
Smartkarma Daily BriefsSeptember 3, 2022
Daily BriefsECMIn today’s briefing: Leapmotor Pre-IPO - Thoughts on ValuationOnewo IPO: The Bull CaseTBO Tek Pre-IPO…
Smartkarma Daily BriefsSeptember 2, 2022
Daily BriefsECMIn today’s briefing: Biocytogen (百奥赛图) IPO Trading: Week DemandDeere & Co: Major DriversDollar Tree: Major…
Smartkarma Daily BriefsSeptember 1, 2022
Daily BriefsECMIn today’s briefing: Doosan Enerbility Placement - Selldown by Parent Doesn’t Send the Best SignalLeapmotor…
Smartkarma Daily BriefsAugust 31, 2022
Daily BriefsECMIn today’s briefing: Leapmotor IPO PreviewYH Entertainment IPO - While Smaller than Peers, It Is…
Smartkarma Daily BriefsAugust 30, 2022
Daily BriefsECMIn today’s briefing: WM Motor Holding IPO - The Negatives - Has Ample Issues to…
Smartkarma Daily BriefsAugust 26, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: 2023 High Conviction - Anycolor (5032) Aiming at TSE Prime and TOPIX…
Smartkarma Daily BriefsDecember 16, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Meituan Food Delivery 4Q UpdatesTerumo Corp (4543 JP): H1FY23 Results Reflect Continued…
Smartkarma Daily BriefsDecember 15, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: 2021 & 2022 High Conviction Review: Time’s Up For Seven & I…
Smartkarma Daily BriefsDecember 14, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: BILIBILI (BILI US): Can Achieving Breakeven Justify US$10bn Market Cap?IHI (7013) |…
Smartkarma Daily BriefsDecember 13, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: China Traditional Chinese Medicine (570.HK) - The Privatization Rumor and the OutlookTaiwan…
Smartkarma Daily BriefsDecember 12, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Acotec Scientific Holdings (6669 HK): Base Business, Geography Expansion, New Launch to…
Smartkarma Daily BriefsDecember 11, 2022
Daily BriefsTMT/InternetIn today’s briefing: Korea FSC's Official Rule Changes for Local IPOs & Key TakeawaysElon Sold…
Smartkarma Daily BriefsDecember 19, 2022
Daily BriefsTMT/InternetIn today’s briefing: ECM Weekly (18th Dec 2022) - China ADRs, Skymark, Daiei, Weilong, KFintech,…
Smartkarma Daily BriefsDecember 18, 2022
Daily BriefsTMT/InternetIn today’s briefing: PayPal Holdings Inc (PYPL US): TSS < 10 - New Multi-Month Low…
Smartkarma Daily BriefsDecember 17, 2022
Daily BriefsTMT/InternetIn today’s briefing: China ADRs Delisting - Christmas Came a Day Earlier than We Expected…
Smartkarma Daily BriefsDecember 16, 2022
Daily BriefsTMT/InternetIn today’s briefing: PayTM (One 97 Communications) Announces a BUYBACK - Overhang Vs Feelings Vs…
Smartkarma Daily BriefsDecember 15, 2022
Daily BriefsTMT/InternetIn today’s briefing: NTT Buying NTT Data Shares - ¥40bn to GoDTAC/True Merger: The Court…
Smartkarma Daily BriefsDecember 14, 2022
ChinaDaily BriefsIn today’s briefing: China ADRs Delisting - Christmas Came a Day Earlier than We Expected…
Smartkarma Daily BriefsDecember 16, 2022
ChinaDaily BriefsIn today’s briefing: Acotec/Boston Scientific: Even Higher ProrationYashili (1230 HK): Monthly Update Suggests that Pre-Condition…
Smartkarma Daily BriefsDecember 15, 2022
ChinaDaily BriefsIn today’s briefing: Haidilao's Imminent SpinOff of the Super Hi Overseas Business - Index Treatment…
Smartkarma Daily BriefsDecember 14, 2022
ChinaDaily BriefsIn today’s briefing: HSCEI: Index Handling Changes for Secondary & Dual-Primary ListingsAcotec Scientific Holdings: Boston…
Smartkarma Daily BriefsDecember 13, 2022
ChinaDaily BriefsIn today’s briefing: Haidilao's Spin-Off of Super Hi: Index ImplicationsChina Traditional Chinese Medicine (570.HK) -…
Smartkarma Daily BriefsDecember 12, 2022
ChinaDaily BriefsIn today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best TradesAcotec…
Smartkarma Daily BriefsDecember 11, 2022
Daily BriefsJapanIn today’s briefing: How Much Progress Has Been Made in Understanding the Concept of Shareholder…
Smartkarma Daily BriefsDecember 12, 2022
Daily BriefsJapanIn today’s briefing: Weekly Deals Digest (11 Dec) - Toshiba, Bigtincan, Nitro, Warrego, Xingda, VinFast,…
Smartkarma Daily BriefsDecember 11, 2022
Daily BriefsJapanIn today’s briefing: Can Son-San Take Over Softbank Group Through Buybacks?2023 High Conviction: NTT (Buy)…
Smartkarma Daily BriefsDecember 10, 2022
Daily BriefsJapanIn today’s briefing: JAFCO (8595) Cancels Tender Offer - I Offer a Modest Proposal For…
Smartkarma Daily BriefsDecember 9, 2022
Daily BriefsJapanIn today’s briefing: TOPIX Inclusions: Who Is Ready (Dec 2022)Shimano (7309) | Value Drivers in…
Smartkarma Daily BriefsDecember 8, 2022
Daily BriefsJapanIn today’s briefing: Toshiba (6502 JP): JIP's Privatisation Bid Is FlounderingFujitsu (6702) Buyback Just Getting…
Smartkarma Daily BriefsDecember 7, 2022
Daily BriefsMacroIn today’s briefing: KOSDAQ 150 Rebalance in December Highlighted by Locals KOSDAQ 150 Rebalance in…
Smartkarma Daily BriefsOctober 8, 2022
Daily BriefsMacroIn today’s briefing: LDI – Leveraged and Dangerously Illiquid? LDI – Leveraged and Dangerously Illiquid?By…
Smartkarma Daily BriefsOctober 6, 2022
Daily BriefsMacroIn today’s briefing: The Week That Was in ASEAN@Smartkarma - Resilient Indonesia, MAPI's Secret, and…
Smartkarma Daily BriefsOctober 4, 2022
Daily BriefsMacroIn today’s briefing: A Coming Crash: The Law of Conservation of Financial Volatility?Seven Reasons Why…
Smartkarma Daily BriefsOctober 3, 2022
Daily BriefsMacroIn today’s briefing: End of Mandatory Lock-Up Periods for 42 Companies in Korea in October…
Smartkarma Daily BriefsOctober 1, 2022
Daily BriefsMacroIn today’s briefing: Dr BoE Brings Bonds to Heel for HealingThe Philippines: Limited Upside To…
Smartkarma Daily BriefsSeptember 29, 2022
Daily BriefsMost ReadIn today’s briefing: HSTECH Index Rebalance Preview: Tongcheng Travel (780 HK) Could Replace Ming Yuan…
Smartkarma Daily BriefsDecember 26, 2022
Daily BriefsMost ReadIn today’s briefing: S&P/ASX Index Rebalance Preview: A Busy March (Maybe January and February Too)PCOMP…
Smartkarma Daily BriefsDecember 25, 2022
Daily BriefsMost ReadIn today’s briefing: S&P/ASX Index Rebalance Preview: A Busy March (Maybe January and February Too)HSTECH…
Smartkarma Daily BriefsDecember 24, 2022
Daily BriefsMost ReadIn today’s briefing: Appier (4180) - Down But Not Out; Shareholder Structure Still The Biggest…
Smartkarma Daily BriefsDecember 23, 2022
Daily BriefsMost ReadIn today’s briefing: S&P/ASX Index Rebalance Preview: A Busy March (Maybe January and February Too)Southbound…
Smartkarma Daily BriefsDecember 22, 2022
Daily BriefsMost ReadIn today’s briefing: Yuanta/P-Shares Taiwan Dividend Plus ETF: Day 1 Flows & PerformanceSouthbound Stock Connect…
Smartkarma Daily BriefsDecember 21, 2022
Daily BriefsEvent-DrivenIn today’s briefing: HSCEI: Index Handling Changes for Secondary & Dual-Primary ListingsAcotec Scientific Holdings: Boston…
Smartkarma Daily BriefsDecember 13, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Haidilao's Spin-Off of Super Hi: Index ImplicationsLG Energy: ESOP Lockup Release (3.5%…
Smartkarma Daily BriefsDecember 12, 2022
Daily BriefsEvent-DrivenIn today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best TradesWeekly…
Smartkarma Daily BriefsDecember 11, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Can Son-San Take Over Softbank Group Through Buybacks?JCNC Is Still Overstretched Vs.…
Smartkarma Daily BriefsDecember 10, 2022
Daily BriefsEvent-DrivenIn today’s briefing: JAFCO (8595) Cancels Tender Offer - I Offer a Modest Proposal For…
Smartkarma Daily BriefsDecember 9, 2022
Daily BriefsEvent-DrivenIn today’s briefing: HDFC AMC: Abrdn's Potential Placement & Index ImplicationsXingda Int'l (1899 HK): Kicking…
Smartkarma Daily BriefsDecember 8, 2022
Daily BriefsECMIn today’s briefing: Leapmotor IPO: Valuation First-LookChongqing Hongjiu Fruit IPO Trading - Scraped Through with…
Smartkarma Daily BriefsSeptember 3, 2022
Daily BriefsECMIn today’s briefing: Leapmotor Pre-IPO - Thoughts on ValuationOnewo IPO: The Bull CaseTBO Tek Pre-IPO…
Smartkarma Daily BriefsSeptember 2, 2022
Daily BriefsECMIn today’s briefing: Biocytogen (百奥赛图) IPO Trading: Week DemandDeere & Co: Major DriversDollar Tree: Major…
Smartkarma Daily BriefsSeptember 1, 2022
Daily BriefsECMIn today’s briefing: Doosan Enerbility Placement - Selldown by Parent Doesn’t Send the Best SignalLeapmotor…
Smartkarma Daily BriefsAugust 31, 2022
Daily BriefsECMIn today’s briefing: Leapmotor IPO PreviewYH Entertainment IPO - While Smaller than Peers, It Is…
Smartkarma Daily BriefsAugust 30, 2022
Daily BriefsECMIn today’s briefing: WM Motor Holding IPO - The Negatives - Has Ample Issues to…
Smartkarma Daily BriefsAugust 26, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: 2023 High Conviction - Anycolor (5032) Aiming at TSE Prime and TOPIX…
Smartkarma Daily BriefsDecember 16, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Meituan Food Delivery 4Q UpdatesTerumo Corp (4543 JP): H1FY23 Results Reflect Continued…
Smartkarma Daily BriefsDecember 15, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: 2021 & 2022 High Conviction Review: Time’s Up For Seven & I…
Smartkarma Daily BriefsDecember 14, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: BILIBILI (BILI US): Can Achieving Breakeven Justify US$10bn Market Cap?IHI (7013) |…
Smartkarma Daily BriefsDecember 13, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: China Traditional Chinese Medicine (570.HK) - The Privatization Rumor and the OutlookTaiwan…
Smartkarma Daily BriefsDecember 12, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Acotec Scientific Holdings (6669 HK): Base Business, Geography Expansion, New Launch to…
Smartkarma Daily BriefsDecember 11, 2022
Daily BriefsTMT/InternetIn today’s briefing: Korea FSC's Official Rule Changes for Local IPOs & Key TakeawaysElon Sold…
Smartkarma Daily BriefsDecember 19, 2022
Daily BriefsTMT/InternetIn today’s briefing: ECM Weekly (18th Dec 2022) - China ADRs, Skymark, Daiei, Weilong, KFintech,…
Smartkarma Daily BriefsDecember 18, 2022
Daily BriefsTMT/InternetIn today’s briefing: PayPal Holdings Inc (PYPL US): TSS < 10 - New Multi-Month Low…
Smartkarma Daily BriefsDecember 17, 2022
Daily BriefsTMT/InternetIn today’s briefing: China ADRs Delisting - Christmas Came a Day Earlier than We Expected…
Smartkarma Daily BriefsDecember 16, 2022
Daily BriefsTMT/InternetIn today’s briefing: PayTM (One 97 Communications) Announces a BUYBACK - Overhang Vs Feelings Vs…
Smartkarma Daily BriefsDecember 15, 2022
Daily BriefsTMT/InternetIn today’s briefing: NTT Buying NTT Data Shares - ¥40bn to GoDTAC/True Merger: The Court…
Smartkarma Daily BriefsDecember 14, 2022
ChinaDaily BriefsIn today’s briefing: China ADRs Delisting - Christmas Came a Day Earlier than We Expected…
Smartkarma Daily BriefsDecember 16, 2022
ChinaDaily BriefsIn today’s briefing: Acotec/Boston Scientific: Even Higher ProrationYashili (1230 HK): Monthly Update Suggests that Pre-Condition…
Smartkarma Daily BriefsDecember 15, 2022
ChinaDaily BriefsIn today’s briefing: Haidilao's Imminent SpinOff of the Super Hi Overseas Business - Index Treatment…
Smartkarma Daily BriefsDecember 14, 2022
ChinaDaily BriefsIn today’s briefing: HSCEI: Index Handling Changes for Secondary & Dual-Primary ListingsAcotec Scientific Holdings: Boston…
Smartkarma Daily BriefsDecember 13, 2022
ChinaDaily BriefsIn today’s briefing: Haidilao's Spin-Off of Super Hi: Index ImplicationsChina Traditional Chinese Medicine (570.HK) -…
Smartkarma Daily BriefsDecember 12, 2022
ChinaDaily BriefsIn today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best TradesAcotec…
Smartkarma Daily BriefsDecember 11, 2022
Daily BriefsJapanIn today’s briefing: How Much Progress Has Been Made in Understanding the Concept of Shareholder…
Smartkarma Daily BriefsDecember 12, 2022
Daily BriefsJapanIn today’s briefing: Weekly Deals Digest (11 Dec) - Toshiba, Bigtincan, Nitro, Warrego, Xingda, VinFast,…
Smartkarma Daily BriefsDecember 11, 2022
Daily BriefsJapanIn today’s briefing: Can Son-San Take Over Softbank Group Through Buybacks?2023 High Conviction: NTT (Buy)…
Smartkarma Daily BriefsDecember 10, 2022
Daily BriefsJapanIn today’s briefing: JAFCO (8595) Cancels Tender Offer - I Offer a Modest Proposal For…
Smartkarma Daily BriefsDecember 9, 2022
Daily BriefsJapanIn today’s briefing: TOPIX Inclusions: Who Is Ready (Dec 2022)Shimano (7309) | Value Drivers in…
Smartkarma Daily BriefsDecember 8, 2022
Daily BriefsJapanIn today’s briefing: Toshiba (6502 JP): JIP's Privatisation Bid Is FlounderingFujitsu (6702) Buyback Just Getting…
Smartkarma Daily BriefsDecember 7, 2022
Daily BriefsMacroIn today’s briefing: KOSDAQ 150 Rebalance in December Highlighted by Locals KOSDAQ 150 Rebalance in…
Smartkarma Daily BriefsOctober 8, 2022
Daily BriefsMacroIn today’s briefing: LDI – Leveraged and Dangerously Illiquid? LDI – Leveraged and Dangerously Illiquid?By…
Smartkarma Daily BriefsOctober 6, 2022
Daily BriefsMacroIn today’s briefing: The Week That Was in ASEAN@Smartkarma - Resilient Indonesia, MAPI's Secret, and…
Smartkarma Daily BriefsOctober 4, 2022
Daily BriefsMacroIn today’s briefing: A Coming Crash: The Law of Conservation of Financial Volatility?Seven Reasons Why…
Smartkarma Daily BriefsOctober 3, 2022
Daily BriefsMacroIn today’s briefing: End of Mandatory Lock-Up Periods for 42 Companies in Korea in October…
Smartkarma Daily BriefsOctober 1, 2022
Daily BriefsMacroIn today’s briefing: Dr BoE Brings Bonds to Heel for HealingThe Philippines: Limited Upside To…
Smartkarma Daily BriefsSeptember 29, 2022
