In today’s briefing: PCOMP Index Rebalance Preview Feb 23: Higher Free Float Means Fewer ChangesFTSE…
Smartkarma Daily BriefsDecember 8, 2022
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: S&P/ASX Index Rebalance (Dec 2022): Couple of Changes to Close Out the…
Smartkarma Daily BriefsDecember 7, 2022
Daily BriefsMost ReadIn today’s briefing: FTSE TWSE Taiwan Dividend+ Index Rebalance: On Expected Lines; But the Flow…
Smartkarma Daily BriefsDecember 6, 2022
Daily BriefsMost ReadIn today’s briefing: FTSE TWSE Taiwan 50 Index Rebalance: Far Eastern New Century IN; AUO…
Smartkarma Daily BriefsDecember 5, 2022
Daily BriefsMost ReadIn today’s briefing: CSI 500 Index Rebalance: 50 Changes a Side Leads to 12%+ One-Way…
Smartkarma Daily BriefsDecember 4, 2022
Daily BriefsMost ReadIn today’s briefing: HSI, HSCEI, HSTECH: Rebalance Flows Post Capping (Dec 2022)CSI 500 Index Rebalance:…
Smartkarma Daily BriefsDecember 3, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Meituan Index Flows Clarifications on the Tencent Distribution; Prosus Comments on Its…
Smartkarma Daily BriefsNovember 25, 2022
Daily BriefsEvent-DrivenIn today’s briefing: FTSE TWSE Taiwan Div+ Index: Recent Performance & Potential TradesA Guide to…
Smartkarma Daily BriefsNovember 24, 2022
Daily BriefsEvent-DrivenIn today’s briefing: China Huarong (2799 HK): Full Circulation & MSCI/FTSE Index InclusionSET50 Index Rebalance…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsEvent-DrivenIn today’s briefing: FTSE TWSE Taiwan Dividend+ Index Rebalance Preview: 46% One-Way Turnover and US$5bn…
Smartkarma Daily BriefsNovember 22, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Hang Seng Index Dec22 Rebal - 3 IN, None Out (The March…
Smartkarma Daily BriefsNovember 21, 2022
Daily BriefsEvent-DrivenIn today’s briefing: HSI Index Rebalance: Baby Steps; Double Inclusion for Haier Smart HomeHSCEI Index…
Smartkarma Daily BriefsNovember 20, 2022
Daily BriefsECMIn today’s briefing: Magic Empire Global: The Second Biggest Bubble in 2022Chongqing Hongjiu Fruit IPO:…
Smartkarma Daily BriefsAugust 9, 2022
Daily BriefsECMIn today’s briefing: Messed up Korea IPO Pipeline and Unexpected BeneficiariesVisit to a Haidilao Restaurant…
Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsECMIn today’s briefing: Giant Biogene Pre-IPO - The Negatives - Co-Founders Have Already Cashed in…
Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsECMIn today’s briefing: AMTD Digital: Irrational Frenzy 2.0Zomato Placement - Opportunistic Selldown, Momentum Hasn’t Been…
Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsECMIn today’s briefing: China Tourism Group A/H Listing - Updates from Revised Filing and Quick…
Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsECMIn today’s briefing: Pre-IPO Lepu Medical Technology - Lepu Is in a Difficult Position and…
Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: CGN New Energy Holdings: Character BuildingMeituan: New Reporting Structure Conceals Loss-Making Businesses…
Smartkarma Daily BriefsNovember 28, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Cisarua Mountain Dairy (CMRY IJ) - Fuelled by General Trade and Miss…
Smartkarma Daily BriefsNovember 27, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: 2023 High Conviction - GoTo - Burnt Through All Cash From the…
Smartkarma Daily BriefsNovember 26, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Suzuki (7269 JT) | Ex-Maruti Valuation Now NEGATIVE2023 High Conviction: China Tourism…
Smartkarma Daily BriefsNovember 25, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Add Meituan on Rumors of Social Benefit PaymentsAlibaba (BABA US): Fighting BackGrab…
Smartkarma Daily BriefsNovember 24, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: ITMG Q3 2022: 25% FY22 Dividend Yield 40% of Mkt Cap in…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsTMT/InternetIn today’s briefing: CES China Semiconductor Chips Index Rebalance: Four Changes in DecemberSoftbank Group (9984…
Smartkarma Daily BriefsDecember 1, 2022
Daily BriefsTMT/InternetIn today’s briefing: Taiwan Dual-Listings: TSMC & UMC Nice Setup Opportunities, Chunghwa Rare Deep DiscountSingtel:…
Smartkarma Daily BriefsNovember 30, 2022
Daily BriefsTMT/InternetIn today’s briefing: Nomura Research Institute (4307) Large Secondary Offering - Demand Profile and Index…
Smartkarma Daily BriefsNovember 28, 2022
Daily BriefsTMT/InternetIn today’s briefing: SSE50 Index Rebalance: In Line with Forecasts; Trades Performing WellECM Weekly (27th…
Smartkarma Daily BriefsNovember 27, 2022
Daily BriefsTMT/InternetIn today’s briefing: 2023 High Conviction - GoTo - Burnt Through All Cash From the…
Smartkarma Daily BriefsNovember 26, 2022
Daily BriefsTMT/InternetIn today’s briefing: Meituan Index Flows Clarifications on the Tencent Distribution; Prosus Comments on Its…
Smartkarma Daily BriefsNovember 25, 2022
ChinaDaily BriefsIn today’s briefing: CSI 500 Index Rebalance: 50 Changes a Side Leads to 12%+ One-Way…
Smartkarma Daily BriefsNovember 28, 2022
ChinaDaily BriefsIn today’s briefing: CSI300 Index Rebalance: The Surprises Could OutperformSTAR50 Index Rebalance: Adds Outperform Deletes…
Smartkarma Daily BriefsNovember 27, 2022
ChinaDaily BriefsIn today’s briefing: 2023 High Conviction Ideas: MeituanGrowatt Technology Pre-IPO - Still Looks Good, Updated…
Smartkarma Daily BriefsNovember 26, 2022
ChinaDaily BriefsIn today’s briefing: 2023 High Conviction: China Tourism Duty Free - All Ready for the…
Smartkarma Daily BriefsNovember 25, 2022
ChinaDaily BriefsIn today’s briefing: Alibaba (BABA US): Fighting BackAdd Meituan on Rumors of Social Benefit PaymentsDPC…
Smartkarma Daily BriefsNovember 24, 2022
ChinaDaily BriefsIn today’s briefing: China Huarong (2799 HK): Full Circulation & MSCI/FTSE Index Inclusion2023 High Conviction:…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsJapanIn today’s briefing: Skymark Airlines Pre-IPO - Highly Leveraged with a History of BankruptcyShould the…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsJapanIn today’s briefing: Medley (4480) - Move to Prime Means TOPIX Inclusion Next MonthAXXZIA (4936…
Smartkarma Daily BriefsNovember 22, 2022
Daily BriefsJapanIn today’s briefing: Sapporo Holdings: Activist Investor, 3D Investment Partners Is Just A Few Steps…
Smartkarma Daily BriefsNovember 21, 2022
Daily BriefsJapanIn today’s briefing: Raising % of Female Board Directors Requires Solving a Variety of Challenges…
Smartkarma Daily BriefsNovember 20, 2022
Daily BriefsJapanIn today’s briefing: Takeda Pharma ADR: Initiation of Coverage – Recent Drug Updates & Key…
Smartkarma Daily BriefsNovember 19, 2022
Daily BriefsJapanIn today’s briefing: Nikkei 225 March 2023 Review Quiddity Leaderboard (Nov 2022)Appier (4180) | Why…
Smartkarma Daily BriefsNovember 18, 2022
Daily BriefsMacroIn today’s briefing: UK: GDP Normalisation Falls Flat in Jul-22Significant Changes to Pre-Disclosure of Major…
Smartkarma Daily BriefsSeptember 13, 2022
Daily BriefsMacroIn today’s briefing: Assessing "Big Short" Michael Burry's Crash WarningHow I Learned to Stop Worrying…
Smartkarma Daily BriefsSeptember 12, 2022
Daily BriefsMacroIn today’s briefing: CX Daily: How China Is Trying To Get Debt Dodgers To Pay…
Smartkarma Daily BriefsSeptember 10, 2022
Daily BriefsMacroIn today’s briefing: UK: Bullishly Capping Yields with EnergyPutin vs Europe - The Long WarECB:…
Smartkarma Daily BriefsSeptember 9, 2022
Daily BriefsMacroIn today’s briefing: India: De-Leveraged, and Hence Set on a Path of Investment-Led GrowthCX Daily:…
Smartkarma Daily BriefsSeptember 8, 2022
Daily BriefsMacroIn today’s briefing: CX Daily: Why U.S.-Traded Chinese Firms Are Choosing Dual Primary Listings in…
Smartkarma Daily BriefsSeptember 7, 2022
Daily BriefsMost ReadIn today’s briefing: PCOMP Index Rebalance Preview Feb 23: Higher Free Float Means Fewer ChangesFTSE…
Smartkarma Daily BriefsDecember 8, 2022
Daily BriefsMost ReadIn today’s briefing: S&P/ASX Index Rebalance (Dec 2022): Couple of Changes to Close Out the…
Smartkarma Daily BriefsDecember 7, 2022
Daily BriefsMost ReadIn today’s briefing: FTSE TWSE Taiwan Dividend+ Index Rebalance: On Expected Lines; But the Flow…
Smartkarma Daily BriefsDecember 6, 2022
Daily BriefsMost ReadIn today’s briefing: FTSE TWSE Taiwan 50 Index Rebalance: Far Eastern New Century IN; AUO…
Smartkarma Daily BriefsDecember 5, 2022
Daily BriefsMost ReadIn today’s briefing: CSI 500 Index Rebalance: 50 Changes a Side Leads to 12%+ One-Way…
Smartkarma Daily BriefsDecember 4, 2022
Daily BriefsMost ReadIn today’s briefing: HSI, HSCEI, HSTECH: Rebalance Flows Post Capping (Dec 2022)CSI 500 Index Rebalance:…
Smartkarma Daily BriefsDecember 3, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Meituan Index Flows Clarifications on the Tencent Distribution; Prosus Comments on Its…
Smartkarma Daily BriefsNovember 25, 2022
Daily BriefsEvent-DrivenIn today’s briefing: FTSE TWSE Taiwan Div+ Index: Recent Performance & Potential TradesA Guide to…
Smartkarma Daily BriefsNovember 24, 2022
Daily BriefsEvent-DrivenIn today’s briefing: China Huarong (2799 HK): Full Circulation & MSCI/FTSE Index InclusionSET50 Index Rebalance…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsEvent-DrivenIn today’s briefing: FTSE TWSE Taiwan Dividend+ Index Rebalance Preview: 46% One-Way Turnover and US$5bn…
Smartkarma Daily BriefsNovember 22, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Hang Seng Index Dec22 Rebal - 3 IN, None Out (The March…
Smartkarma Daily BriefsNovember 21, 2022
Daily BriefsEvent-DrivenIn today’s briefing: HSI Index Rebalance: Baby Steps; Double Inclusion for Haier Smart HomeHSCEI Index…
Smartkarma Daily BriefsNovember 20, 2022
Daily BriefsECMIn today’s briefing: Magic Empire Global: The Second Biggest Bubble in 2022Chongqing Hongjiu Fruit IPO:…
Smartkarma Daily BriefsAugust 9, 2022
Daily BriefsECMIn today’s briefing: Messed up Korea IPO Pipeline and Unexpected BeneficiariesVisit to a Haidilao Restaurant…
Smartkarma Daily BriefsAugust 7, 2022
Daily BriefsECMIn today’s briefing: Giant Biogene Pre-IPO - The Negatives - Co-Founders Have Already Cashed in…
Smartkarma Daily BriefsAugust 5, 2022
Daily BriefsECMIn today’s briefing: AMTD Digital: Irrational Frenzy 2.0Zomato Placement - Opportunistic Selldown, Momentum Hasn’t Been…
Smartkarma Daily BriefsAugust 3, 2022
Daily BriefsECMIn today’s briefing: China Tourism Group A/H Listing - Updates from Revised Filing and Quick…
Smartkarma Daily BriefsAugust 2, 2022
Daily BriefsECMIn today’s briefing: Pre-IPO Lepu Medical Technology - Lepu Is in a Difficult Position and…
Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: CGN New Energy Holdings: Character BuildingMeituan: New Reporting Structure Conceals Loss-Making Businesses…
Smartkarma Daily BriefsNovember 28, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Cisarua Mountain Dairy (CMRY IJ) - Fuelled by General Trade and Miss…
Smartkarma Daily BriefsNovember 27, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: 2023 High Conviction - GoTo - Burnt Through All Cash From the…
Smartkarma Daily BriefsNovember 26, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Suzuki (7269 JT) | Ex-Maruti Valuation Now NEGATIVE2023 High Conviction: China Tourism…
Smartkarma Daily BriefsNovember 25, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Add Meituan on Rumors of Social Benefit PaymentsAlibaba (BABA US): Fighting BackGrab…
Smartkarma Daily BriefsNovember 24, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: ITMG Q3 2022: 25% FY22 Dividend Yield 40% of Mkt Cap in…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsTMT/InternetIn today’s briefing: CES China Semiconductor Chips Index Rebalance: Four Changes in DecemberSoftbank Group (9984…
Smartkarma Daily BriefsDecember 1, 2022
Daily BriefsTMT/InternetIn today’s briefing: Taiwan Dual-Listings: TSMC & UMC Nice Setup Opportunities, Chunghwa Rare Deep DiscountSingtel:…
Smartkarma Daily BriefsNovember 30, 2022
Daily BriefsTMT/InternetIn today’s briefing: Nomura Research Institute (4307) Large Secondary Offering - Demand Profile and Index…
Smartkarma Daily BriefsNovember 28, 2022
Daily BriefsTMT/InternetIn today’s briefing: SSE50 Index Rebalance: In Line with Forecasts; Trades Performing WellECM Weekly (27th…
Smartkarma Daily BriefsNovember 27, 2022
Daily BriefsTMT/InternetIn today’s briefing: 2023 High Conviction - GoTo - Burnt Through All Cash From the…
Smartkarma Daily BriefsNovember 26, 2022
Daily BriefsTMT/InternetIn today’s briefing: Meituan Index Flows Clarifications on the Tencent Distribution; Prosus Comments on Its…
Smartkarma Daily BriefsNovember 25, 2022
ChinaDaily BriefsIn today’s briefing: CSI 500 Index Rebalance: 50 Changes a Side Leads to 12%+ One-Way…
Smartkarma Daily BriefsNovember 28, 2022
ChinaDaily BriefsIn today’s briefing: CSI300 Index Rebalance: The Surprises Could OutperformSTAR50 Index Rebalance: Adds Outperform Deletes…
Smartkarma Daily BriefsNovember 27, 2022
ChinaDaily BriefsIn today’s briefing: 2023 High Conviction Ideas: MeituanGrowatt Technology Pre-IPO - Still Looks Good, Updated…
Smartkarma Daily BriefsNovember 26, 2022
ChinaDaily BriefsIn today’s briefing: 2023 High Conviction: China Tourism Duty Free - All Ready for the…
Smartkarma Daily BriefsNovember 25, 2022
ChinaDaily BriefsIn today’s briefing: Alibaba (BABA US): Fighting BackAdd Meituan on Rumors of Social Benefit PaymentsDPC…
Smartkarma Daily BriefsNovember 24, 2022
ChinaDaily BriefsIn today’s briefing: China Huarong (2799 HK): Full Circulation & MSCI/FTSE Index Inclusion2023 High Conviction:…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsJapanIn today’s briefing: Skymark Airlines Pre-IPO - Highly Leveraged with a History of BankruptcyShould the…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsJapanIn today’s briefing: Medley (4480) - Move to Prime Means TOPIX Inclusion Next MonthAXXZIA (4936…
Smartkarma Daily BriefsNovember 22, 2022
Daily BriefsJapanIn today’s briefing: Sapporo Holdings: Activist Investor, 3D Investment Partners Is Just A Few Steps…
Smartkarma Daily BriefsNovember 21, 2022
Daily BriefsJapanIn today’s briefing: Raising % of Female Board Directors Requires Solving a Variety of Challenges…
Smartkarma Daily BriefsNovember 20, 2022
Daily BriefsJapanIn today’s briefing: Takeda Pharma ADR: Initiation of Coverage – Recent Drug Updates & Key…
Smartkarma Daily BriefsNovember 19, 2022
Daily BriefsJapanIn today’s briefing: Nikkei 225 March 2023 Review Quiddity Leaderboard (Nov 2022)Appier (4180) | Why…
Smartkarma Daily BriefsNovember 18, 2022
Daily BriefsMacroIn today’s briefing: UK: GDP Normalisation Falls Flat in Jul-22Significant Changes to Pre-Disclosure of Major…
Smartkarma Daily BriefsSeptember 13, 2022
Daily BriefsMacroIn today’s briefing: Assessing "Big Short" Michael Burry's Crash WarningHow I Learned to Stop Worrying…
Smartkarma Daily BriefsSeptember 12, 2022
Daily BriefsMacroIn today’s briefing: CX Daily: How China Is Trying To Get Debt Dodgers To Pay…
Smartkarma Daily BriefsSeptember 10, 2022
Daily BriefsMacroIn today’s briefing: UK: Bullishly Capping Yields with EnergyPutin vs Europe - The Long WarECB:…
Smartkarma Daily BriefsSeptember 9, 2022
Daily BriefsMacroIn today’s briefing: India: De-Leveraged, and Hence Set on a Path of Investment-Led GrowthCX Daily:…
Smartkarma Daily BriefsSeptember 8, 2022
Daily BriefsMacroIn today’s briefing: CX Daily: Why U.S.-Traded Chinese Firms Are Choosing Dual Primary Listings in…
Smartkarma Daily BriefsSeptember 7, 2022
