Daily BriefsMost Read Most Read: BYD, Solar Industries India, Henderson Land Development, Pop Mart International Group L, Bluefocus Communication Group Co, Ltd., Keppel DC REIT, SGX Rubber Future TSR20, Unimicron Technology and more In today’s briefing: HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$8.1bn of Flows Post Capping (June…Smartkarma Daily BriefsJune 8, 2025
Daily BriefsMost Read Most Read: BYD, Solar Industries India, Henderson Land Development, Pop Mart International Group L, Keppel DC REIT, Bank of Jiangsu , Tam Jai International, FnGuide Inc, Great Eastern Holdings and more In today’s briefing: HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$8.1bn of Flows Post Capping (June…Smartkarma Daily BriefsJune 7, 2025
Daily BriefsMost Read Most Read: Toyota Industries, Mediatek Inc, Mitsui Matsushima, BYD, Henderson Land Development, Pop Mart International Group L, Virgin Australia Holdings, Makino Milling Machine Co, Tam Jai International, Wistron Corp and more In today’s briefing: Toyota Inds (6201) Proposed Takeover - It Looks Bad, and It's Worse…Smartkarma Daily BriefsJune 6, 2025
Daily BriefsMost Read Most Read: Toyota Industries, Mediatek Inc, BYD, Solar Industries India, Pop Mart International Group L, Mayne Pharma, Henderson Land Development and more In today’s briefing: Toyota Inds (6201) Proposed Takeover - It Looks Bad, and It's Worse…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsMost Read Most Read: Yang Ming Marine Transport, Pasona Group, Toyota Industries, BYD, Nexchip Semiconductor , Bluefocus Communication Group Co, Ltd., New World Development, Makino Milling Machine Co and more In today’s briefing: Toyota Industries (6201) - SURPRISE! It's a TOYODA Takeover Proposal (Good Governance…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsMost Read Most Read: Washington H. Soul Pattinson and Co. Ltd, HealthyWay, ESR Group , Isuzu Motors, Shanghai Rural Commercial Bank, Pasona Group, Yang Ming Marine Transport, HD Korea Shipbuilding & Offshore Engineering, Samsung Biologics and more In today’s briefing: Soul Patts & Brickworks: Index Impact of A$14bn MergerKWEB Index Rebalance: HealthyWay…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: India’s Unexpected 0.5% Rate Cut: Friday’s Market Reaction Breakdown and more In today’s briefing: India's Unexpected 0.5% Rate Cut: Friday’s Market Reaction BreakdownLast Week in Event…Smartkarma Daily BriefsJune 8, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Great Eastern (GE SP): OCBC Bumps Terms – $30.15/Share Exit Offer and more In today’s briefing: Great Eastern (GE SP): OCBC Bumps Terms - $30.15/Share Exit OfferGlass Half…Smartkarma Daily BriefsJune 7, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: MBK Partners Plans to Launch a Tender Offer for Makino Milling Machine and more In today’s briefing: MBK Partners Plans to Launch a Tender Offer for Makino Milling MachineTam…Smartkarma Daily BriefsJune 6, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Mayne Pharma (MYX AU): Twists and Turns as Cosette Chases a Get-Out-Of-Jail-Free Card and more In today’s briefing: Mayne Pharma (MYX AU): Twists and Turns as Cosette Chases a Get-Out-Of-Jail-Free…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Toyota Industries (6201 JP): After a High and more In today’s briefing: Toyota Industries (6201 JP): After a High, Comes the Low of a…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: ESR (1821 HK): A Shareholder Register Look-Through and more In today’s briefing: ESR (1821 HK): A Shareholder Register Look-Through Pasona Group (2168 JP) -…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsECM Daily Brief ECM: Sanhua Intelligent Controls H Share Listing: The Investment Case and more In today’s briefing: Sanhua Intelligent Controls H Share Listing: The Investment CaseSichuan Kelun-Biotech Biopharm (6990.HK)…Smartkarma Daily BriefsJune 9, 2025
Daily BriefsECM Daily Brief ECM: China Healthcare Weekly (Jun.8)-Summit/Akeso and more In today’s briefing: China Healthcare Weekly (Jun.8)-Summit/Akeso, Giant Biogene's Trouble, Views on Newtrend IPO PricingDidi…Smartkarma Daily BriefsJune 8, 2025
Daily BriefsECM Daily Brief ECM: FS.COM Limited Pre-IPO Tearsheet and more In today’s briefing: FS.COM Limited Pre-IPO TearsheetInnovatiview India Ltd Pre-IPO - Growth Amid Cash Flow…Smartkarma Daily BriefsJune 7, 2025
Daily BriefsECM Daily Brief ECM: Wistron GDR Offering – Well Flagged US$922m Offering and more In today’s briefing: Wistron GDR Offering - Well Flagged US$922m Offering, Discount Slightly Wider than…Smartkarma Daily BriefsJune 6, 2025
Daily BriefsECM Daily Brief ECM: Kelun-Biotech Placement – Recent Run-Up Makes Its Tricky and more In today’s briefing: Kelun-Biotech Placement - Recent Run-Up Makes Its TrickyVirgin Australia IPO - Not…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsECM Daily Brief ECM: Slide Holdings Insurance and more In today’s briefing: Slide Holdings Insurance, Inc.(SLDE): Peeking at the IPO Prospectus of Another Florida…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: A Visit to Daiso in Seoul – A Retail Giant Crushing the Competition and more In today’s briefing: A Visit to Daiso in Seoul - A Retail Giant Crushing the…Smartkarma Daily BriefsJune 8, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Vedanta Demerger: Key Highlights and more In today’s briefing: Vedanta Demerger: Key Highlights, Value Drivers, and RisksPinduoduo (PDD): Plunged After Weak…Smartkarma Daily BriefsJune 7, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC (2330.TT; TSM.US): Holds Shareholders’ Meeting on June 3rd. and more In today’s briefing: TSMC (2330.TT; TSM.US): Holds Shareholders’ Meeting on June 3rd.Keisei Electric (9009) |…Smartkarma Daily BriefsJune 6, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Japan Post Bank: From Stagnation to Opportunity and more In today’s briefing: Japan Post Bank: From Stagnation to OpportunityCMOC Group Limited (HKEX: 3993) –…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: StubWorld: DFI Exits Robinson Retail and more In today’s briefing: StubWorld: DFI Exits Robinson RetailXiaomi (1810 HK): 1Q25, Home Appliance Up by…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Grab Holdings’ Fintech Gamble: Will Its Banking Bet Finally Pay Off by 2026? and more In today’s briefing: Grab Holdings’ Fintech Gamble: Will Its Banking Bet Finally Pay Off by…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Unimicron Technology, Intel Corp, Snowflake , Arista Networks, DiDi Global and more In today’s briefing: Taiwan Top 50 ETF Rebalance: Elite Materials Added (But Bigger Sell Flows…Smartkarma Daily BriefsJune 8, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Broadcom , Guidewire Software, Crowdstrike Holdings , UiPath Inc, FS.COM, Hewlett Packard Enterprise , Innovatiview India Ltd, Synopsys Inc, Hewlett Packard Co, United Microelectron Sp Adr and more In today’s briefing: AVGO Results Good. 55-60% AI Growth in 2025, Same in 26. Consensus…Smartkarma Daily BriefsJune 7, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Wistron Corp, Taiwan Semiconductor (TSMC) – ADR, NVIDIA Corp, Gamma Communications, Circle Internet Group, Taiwan Semiconductor (TSMC), Advanced Micro Devices, Tencent, Zscaler , Check Point Software Tech and more In today’s briefing: Wistron GDR Offering - Well Flagged US$922m Offering, Discount Slightly Wider than…Smartkarma Daily BriefsJune 6, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Intel Corp, AViC , Xiaomi Corp and more In today’s briefing: Intel @ BofA Securities 2025 Global Technology ConferenceAVIC (9554 JP) - System…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Nexchip Semiconductor , Mediatek Inc, Xiaomi Corp, Taiwan Semiconductor (TSMC), Circle Internet Group, Lens Technology , Plover Bay Technologies, VEON and more In today’s briefing: CNI Semiconductor Chips Index Rebalance: One Change with Big ImpactTIP Customized Taiwan…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Danggeun Market, Silicon Laboratories, Qorvo Inc, Wix.Com Ltd, Plexus Corp, Uchi Technologies, Amphenol Corp Cl A and more In today’s briefing: Taiwan Tech Weekly: Mediatek's New Chip Could Outperform Apple's; Samsung Beats TSMC,…Smartkarma Daily BriefsJune 3, 2025
ChinaDaily Briefs Daily Brief China: Newtrend Technology, DiDi Global and more In today’s briefing: China Healthcare Weekly (Jun.8)-Summit/Akeso, Giant Biogene's Trouble, Views on Newtrend IPO PricingDidi…Smartkarma Daily BriefsJune 8, 2025
ChinaDaily Briefs Daily Brief China: PDD Holdings, FS.COM, Hang Seng Index and more In today’s briefing: Pinduoduo (PDD): Plunged After Weak Results, But Overly ImpactedFS.COM Limited Pre-IPO TearsheetHong…Smartkarma Daily BriefsJune 7, 2025
ChinaDaily Briefs Daily Brief China: Tam Jai International, Tencent and more In today’s briefing: Tam Jai (2217 HK): Anxiety Creeps in Ahead of the Scheme DocumentTam…Smartkarma Daily BriefsJune 6, 2025
ChinaDaily Briefs Daily Brief China: Pop Mart International Group L, Henderson Land Development, Sichuan Kelun-Biotech Biopharm, Bank of Jiangsu , Guangzhou Xiao Noodles Catering Management, CMOC Group , Jiangsu Hengrui Medicine, Mao Geping Cosmetics, Chow Tai Fook Jewellery, Shanghai Forest Cabin Biological-Tech and more In today’s briefing: FXI Rebalance: Pop Mart, SF Holding In; China Merchant Sec, China Railway…Smartkarma Daily BriefsJune 5, 2025
ChinaDaily Briefs Daily Brief China: BYD, Nexchip Semiconductor , New World Development, Bluefocus Communication Group Co, Ltd., Xiaomi Corp, Lepu Medical Technology A, Lens Technology , Plover Bay Technologies, Wuxi Lead Intelligent Equipmen and more In today’s briefing: HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$8.1bn of Flows Post Capping (June…Smartkarma Daily BriefsJune 4, 2025
ChinaDaily Briefs Daily Brief China: ESR Group , Gansu Huangtai Wine Mktg Ind Co.,, Hang Seng Index, Eastroc Beverage Group, China Northern Rare Earth Group High-Tech, SunCar Technology Group and more In today’s briefing: ESR (1821 HK): A Shareholder Register Look-ThroughCSI Liquor/ Alcoholic Drink Index Rebalance:…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsJapan Daily Brief Japan: Toyota Industries and more In today’s briefing: Last Week in Event SPACE: Toyota Indust. Great Eastern, Mayne Pharma, Shibaura…Smartkarma Daily BriefsJune 8, 2025
Daily BriefsJapan Daily Brief Japan: Metaplanet and more In today’s briefing: Metaplanet (3350) | Metaplanet’s Treasury Ambition Grows Metaplanet (3350) | Metaplanet’s Treasury…Smartkarma Daily BriefsJune 7, 2025
Daily BriefsJapan Daily Brief Japan: Makino Milling Machine Co, Keisei Electric Railway Co, Medical Data Vision, yutori , TSE Tokyo Price Index TOPIX and more In today’s briefing: MBK Partners Plans to Launch a Tender Offer for Makino Milling MachineKeisei…Smartkarma Daily BriefsJune 6, 2025
Daily BriefsJapan Daily Brief Japan: Toyota Motor, Japan Post Bank, TSE Tokyo Price Index TOPIX, AViC and more In today’s briefing: Toyota Motor (7203 JP) Outlook Amid Uncertainty Over Toyota Industries Privatization BidJapan…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsJapan Daily Brief Japan: Toyota Industries, Makino Milling Machine Co, Primo Global, Hearts United Group, D.Western Therapeutics Institute Inc., Wacom Co Ltd, Geo Holdings, Koukandekirukun Inc, LaKeel and more In today’s briefing: Toyota Industries (6201 JP): After a High, Comes the Low of a…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsJapan Daily Brief Japan: Pasona Group, Primo Global, Kitazato, Frontier Management Inc and more In today’s briefing: Pasona Group (2168 JP) - Three New Things Of Mixed ImportancePrimo Global…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsMacro Daily Brief Macro: From Tariff Tantrum to Treasury Turbulence and more In today’s briefing: From Tariff Tantrum to Treasury TurbulenceTop 10 Korean Stock Picks and Key…Smartkarma Daily BriefsJune 8, 2025
Daily BriefsMacro Daily Brief Macro: HEW: Poorly Positioned Doves and more In today’s briefing: HEW: Poorly Positioned DovesThe Innermost Layer of the OnionAsia Geopolitics: No Collective…Smartkarma Daily BriefsJune 7, 2025
Daily BriefsMacro Daily Brief Macro: Lee Jae-Myung’s 20 Trillion Won+ Supplementary Budget: Free Money and more In today’s briefing: Lee Jae-Myung's 20 Trillion Won+ Supplementary Budget: Free Money, Don't Worry and…Smartkarma Daily BriefsJune 6, 2025
Daily BriefsMacro Daily Brief Macro: US vs EU: Mutually Assured Destruction? and more In today’s briefing: US vs EU: Mutually Assured Destruction?Lee Jae-Myung Becomes the New South Korean…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsMacro Daily Brief Macro: HONG KONG ALPHA PORTFOLIO (May 2025) and more In today’s briefing: HONG KONG ALPHA PORTFOLIO (May 2025)EA: May Be Disinflation’s ReturnAsia base oils…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsMacro Daily Brief Macro: EU Replacement Tire Market Shows Mixed Trend Amid Import Pressures and more In today’s briefing: EU Replacement Tire Market Shows Mixed Trend Amid Import PressuresHEM: Better Never…Smartkarma Daily BriefsJune 3, 2025
CryptoDaily Briefs Daily Brief Crypto: Sui’s Q1 Wrapped: BitcoinFi and more In today’s briefing: Sui's Q1 Wrapped: BitcoinFi, MEV, and Scaling Sui's Q1 Wrapped: BitcoinFi, MEV,…Smartkarma Daily BriefsApril 24, 2025
CryptoDaily Briefs Daily Brief Crypto: New Research: Unlocking Quantitative Alpha in Cryptocurrency Markets and more In today’s briefing: New Research: Unlocking Quantitative Alpha in Cryptocurrency Markets New Research: Unlocking Quantitative…Smartkarma Daily BriefsApril 23, 2025
CryptoDaily Briefs Daily Brief Crypto: End of The “dot-crypto” Era and more In today’s briefing: End of The "dot-crypto" Era End of The "dot-crypto" EraBy EtherbridgeOur short…Smartkarma Daily BriefsMarch 11, 2025
CryptoDaily Briefs Daily Brief Crypto: Zenrock: Paving the Path in DMPC and more In today’s briefing: Zenrock: Paving the Path in DMPC Zenrock: Paving the Path in DMPCBy…Smartkarma Daily BriefsFebruary 15, 2025
CryptoDaily Briefs Daily Brief Crypto: The More Things Change and more In today’s briefing: The More Things Change, The More They Stay The Same The More…Smartkarma Daily BriefsFebruary 13, 2025
CryptoDaily Briefs Daily Brief Crypto: Ethereum Deep Dive: L2 Scaling and more In today’s briefing: Ethereum Deep Dive: L2 Scaling, Competition, and TradFi Integration Ethereum Deep Dive:…Smartkarma Daily BriefsFebruary 11, 2025
Daily BriefsMost Read Most Read: BYD, Solar Industries India, Henderson Land Development, Pop Mart International Group L, Bluefocus Communication Group Co, Ltd., Keppel DC REIT, SGX Rubber Future TSR20, Unimicron Technology and more In today’s briefing: HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$8.1bn of Flows Post Capping (June…Smartkarma Daily BriefsJune 8, 2025
Daily BriefsMost Read Most Read: BYD, Solar Industries India, Henderson Land Development, Pop Mart International Group L, Keppel DC REIT, Bank of Jiangsu , Tam Jai International, FnGuide Inc, Great Eastern Holdings and more In today’s briefing: HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$8.1bn of Flows Post Capping (June…Smartkarma Daily BriefsJune 7, 2025
Daily BriefsMost Read Most Read: Toyota Industries, Mediatek Inc, Mitsui Matsushima, BYD, Henderson Land Development, Pop Mart International Group L, Virgin Australia Holdings, Makino Milling Machine Co, Tam Jai International, Wistron Corp and more In today’s briefing: Toyota Inds (6201) Proposed Takeover - It Looks Bad, and It's Worse…Smartkarma Daily BriefsJune 6, 2025
Daily BriefsMost Read Most Read: Toyota Industries, Mediatek Inc, BYD, Solar Industries India, Pop Mart International Group L, Mayne Pharma, Henderson Land Development and more In today’s briefing: Toyota Inds (6201) Proposed Takeover - It Looks Bad, and It's Worse…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsMost Read Most Read: Yang Ming Marine Transport, Pasona Group, Toyota Industries, BYD, Nexchip Semiconductor , Bluefocus Communication Group Co, Ltd., New World Development, Makino Milling Machine Co and more In today’s briefing: Toyota Industries (6201) - SURPRISE! It's a TOYODA Takeover Proposal (Good Governance…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsMost Read Most Read: Washington H. Soul Pattinson and Co. Ltd, HealthyWay, ESR Group , Isuzu Motors, Shanghai Rural Commercial Bank, Pasona Group, Yang Ming Marine Transport, HD Korea Shipbuilding & Offshore Engineering, Samsung Biologics and more In today’s briefing: Soul Patts & Brickworks: Index Impact of A$14bn MergerKWEB Index Rebalance: HealthyWay…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: India’s Unexpected 0.5% Rate Cut: Friday’s Market Reaction Breakdown and more In today’s briefing: India's Unexpected 0.5% Rate Cut: Friday’s Market Reaction BreakdownLast Week in Event…Smartkarma Daily BriefsJune 8, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Great Eastern (GE SP): OCBC Bumps Terms – $30.15/Share Exit Offer and more In today’s briefing: Great Eastern (GE SP): OCBC Bumps Terms - $30.15/Share Exit OfferGlass Half…Smartkarma Daily BriefsJune 7, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: MBK Partners Plans to Launch a Tender Offer for Makino Milling Machine and more In today’s briefing: MBK Partners Plans to Launch a Tender Offer for Makino Milling MachineTam…Smartkarma Daily BriefsJune 6, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Mayne Pharma (MYX AU): Twists and Turns as Cosette Chases a Get-Out-Of-Jail-Free Card and more In today’s briefing: Mayne Pharma (MYX AU): Twists and Turns as Cosette Chases a Get-Out-Of-Jail-Free…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Toyota Industries (6201 JP): After a High and more In today’s briefing: Toyota Industries (6201 JP): After a High, Comes the Low of a…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: ESR (1821 HK): A Shareholder Register Look-Through and more In today’s briefing: ESR (1821 HK): A Shareholder Register Look-Through Pasona Group (2168 JP) -…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsECM Daily Brief ECM: Sanhua Intelligent Controls H Share Listing: The Investment Case and more In today’s briefing: Sanhua Intelligent Controls H Share Listing: The Investment CaseSichuan Kelun-Biotech Biopharm (6990.HK)…Smartkarma Daily BriefsJune 9, 2025
Daily BriefsECM Daily Brief ECM: China Healthcare Weekly (Jun.8)-Summit/Akeso and more In today’s briefing: China Healthcare Weekly (Jun.8)-Summit/Akeso, Giant Biogene's Trouble, Views on Newtrend IPO PricingDidi…Smartkarma Daily BriefsJune 8, 2025
Daily BriefsECM Daily Brief ECM: FS.COM Limited Pre-IPO Tearsheet and more In today’s briefing: FS.COM Limited Pre-IPO TearsheetInnovatiview India Ltd Pre-IPO - Growth Amid Cash Flow…Smartkarma Daily BriefsJune 7, 2025
Daily BriefsECM Daily Brief ECM: Wistron GDR Offering – Well Flagged US$922m Offering and more In today’s briefing: Wistron GDR Offering - Well Flagged US$922m Offering, Discount Slightly Wider than…Smartkarma Daily BriefsJune 6, 2025
Daily BriefsECM Daily Brief ECM: Kelun-Biotech Placement – Recent Run-Up Makes Its Tricky and more In today’s briefing: Kelun-Biotech Placement - Recent Run-Up Makes Its TrickyVirgin Australia IPO - Not…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsECM Daily Brief ECM: Slide Holdings Insurance and more In today’s briefing: Slide Holdings Insurance, Inc.(SLDE): Peeking at the IPO Prospectus of Another Florida…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: A Visit to Daiso in Seoul – A Retail Giant Crushing the Competition and more In today’s briefing: A Visit to Daiso in Seoul - A Retail Giant Crushing the…Smartkarma Daily BriefsJune 8, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Vedanta Demerger: Key Highlights and more In today’s briefing: Vedanta Demerger: Key Highlights, Value Drivers, and RisksPinduoduo (PDD): Plunged After Weak…Smartkarma Daily BriefsJune 7, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC (2330.TT; TSM.US): Holds Shareholders’ Meeting on June 3rd. and more In today’s briefing: TSMC (2330.TT; TSM.US): Holds Shareholders’ Meeting on June 3rd.Keisei Electric (9009) |…Smartkarma Daily BriefsJune 6, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Japan Post Bank: From Stagnation to Opportunity and more In today’s briefing: Japan Post Bank: From Stagnation to OpportunityCMOC Group Limited (HKEX: 3993) –…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: StubWorld: DFI Exits Robinson Retail and more In today’s briefing: StubWorld: DFI Exits Robinson RetailXiaomi (1810 HK): 1Q25, Home Appliance Up by…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Grab Holdings’ Fintech Gamble: Will Its Banking Bet Finally Pay Off by 2026? and more In today’s briefing: Grab Holdings’ Fintech Gamble: Will Its Banking Bet Finally Pay Off by…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Unimicron Technology, Intel Corp, Snowflake , Arista Networks, DiDi Global and more In today’s briefing: Taiwan Top 50 ETF Rebalance: Elite Materials Added (But Bigger Sell Flows…Smartkarma Daily BriefsJune 8, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Broadcom , Guidewire Software, Crowdstrike Holdings , UiPath Inc, FS.COM, Hewlett Packard Enterprise , Innovatiview India Ltd, Synopsys Inc, Hewlett Packard Co, United Microelectron Sp Adr and more In today’s briefing: AVGO Results Good. 55-60% AI Growth in 2025, Same in 26. Consensus…Smartkarma Daily BriefsJune 7, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Wistron Corp, Taiwan Semiconductor (TSMC) – ADR, NVIDIA Corp, Gamma Communications, Circle Internet Group, Taiwan Semiconductor (TSMC), Advanced Micro Devices, Tencent, Zscaler , Check Point Software Tech and more In today’s briefing: Wistron GDR Offering - Well Flagged US$922m Offering, Discount Slightly Wider than…Smartkarma Daily BriefsJune 6, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Intel Corp, AViC , Xiaomi Corp and more In today’s briefing: Intel @ BofA Securities 2025 Global Technology ConferenceAVIC (9554 JP) - System…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Nexchip Semiconductor , Mediatek Inc, Xiaomi Corp, Taiwan Semiconductor (TSMC), Circle Internet Group, Lens Technology , Plover Bay Technologies, VEON and more In today’s briefing: CNI Semiconductor Chips Index Rebalance: One Change with Big ImpactTIP Customized Taiwan…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Danggeun Market, Silicon Laboratories, Qorvo Inc, Wix.Com Ltd, Plexus Corp, Uchi Technologies, Amphenol Corp Cl A and more In today’s briefing: Taiwan Tech Weekly: Mediatek's New Chip Could Outperform Apple's; Samsung Beats TSMC,…Smartkarma Daily BriefsJune 3, 2025
ChinaDaily Briefs Daily Brief China: Newtrend Technology, DiDi Global and more In today’s briefing: China Healthcare Weekly (Jun.8)-Summit/Akeso, Giant Biogene's Trouble, Views on Newtrend IPO PricingDidi…Smartkarma Daily BriefsJune 8, 2025
ChinaDaily Briefs Daily Brief China: PDD Holdings, FS.COM, Hang Seng Index and more In today’s briefing: Pinduoduo (PDD): Plunged After Weak Results, But Overly ImpactedFS.COM Limited Pre-IPO TearsheetHong…Smartkarma Daily BriefsJune 7, 2025
ChinaDaily Briefs Daily Brief China: Tam Jai International, Tencent and more In today’s briefing: Tam Jai (2217 HK): Anxiety Creeps in Ahead of the Scheme DocumentTam…Smartkarma Daily BriefsJune 6, 2025
ChinaDaily Briefs Daily Brief China: Pop Mart International Group L, Henderson Land Development, Sichuan Kelun-Biotech Biopharm, Bank of Jiangsu , Guangzhou Xiao Noodles Catering Management, CMOC Group , Jiangsu Hengrui Medicine, Mao Geping Cosmetics, Chow Tai Fook Jewellery, Shanghai Forest Cabin Biological-Tech and more In today’s briefing: FXI Rebalance: Pop Mart, SF Holding In; China Merchant Sec, China Railway…Smartkarma Daily BriefsJune 5, 2025
ChinaDaily Briefs Daily Brief China: BYD, Nexchip Semiconductor , New World Development, Bluefocus Communication Group Co, Ltd., Xiaomi Corp, Lepu Medical Technology A, Lens Technology , Plover Bay Technologies, Wuxi Lead Intelligent Equipmen and more In today’s briefing: HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$8.1bn of Flows Post Capping (June…Smartkarma Daily BriefsJune 4, 2025
ChinaDaily Briefs Daily Brief China: ESR Group , Gansu Huangtai Wine Mktg Ind Co.,, Hang Seng Index, Eastroc Beverage Group, China Northern Rare Earth Group High-Tech, SunCar Technology Group and more In today’s briefing: ESR (1821 HK): A Shareholder Register Look-ThroughCSI Liquor/ Alcoholic Drink Index Rebalance:…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsJapan Daily Brief Japan: Toyota Industries and more In today’s briefing: Last Week in Event SPACE: Toyota Indust. Great Eastern, Mayne Pharma, Shibaura…Smartkarma Daily BriefsJune 8, 2025
Daily BriefsJapan Daily Brief Japan: Metaplanet and more In today’s briefing: Metaplanet (3350) | Metaplanet’s Treasury Ambition Grows Metaplanet (3350) | Metaplanet’s Treasury…Smartkarma Daily BriefsJune 7, 2025
Daily BriefsJapan Daily Brief Japan: Makino Milling Machine Co, Keisei Electric Railway Co, Medical Data Vision, yutori , TSE Tokyo Price Index TOPIX and more In today’s briefing: MBK Partners Plans to Launch a Tender Offer for Makino Milling MachineKeisei…Smartkarma Daily BriefsJune 6, 2025
Daily BriefsJapan Daily Brief Japan: Toyota Motor, Japan Post Bank, TSE Tokyo Price Index TOPIX, AViC and more In today’s briefing: Toyota Motor (7203 JP) Outlook Amid Uncertainty Over Toyota Industries Privatization BidJapan…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsJapan Daily Brief Japan: Toyota Industries, Makino Milling Machine Co, Primo Global, Hearts United Group, D.Western Therapeutics Institute Inc., Wacom Co Ltd, Geo Holdings, Koukandekirukun Inc, LaKeel and more In today’s briefing: Toyota Industries (6201 JP): After a High, Comes the Low of a…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsJapan Daily Brief Japan: Pasona Group, Primo Global, Kitazato, Frontier Management Inc and more In today’s briefing: Pasona Group (2168 JP) - Three New Things Of Mixed ImportancePrimo Global…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsMacro Daily Brief Macro: From Tariff Tantrum to Treasury Turbulence and more In today’s briefing: From Tariff Tantrum to Treasury TurbulenceTop 10 Korean Stock Picks and Key…Smartkarma Daily BriefsJune 8, 2025
Daily BriefsMacro Daily Brief Macro: HEW: Poorly Positioned Doves and more In today’s briefing: HEW: Poorly Positioned DovesThe Innermost Layer of the OnionAsia Geopolitics: No Collective…Smartkarma Daily BriefsJune 7, 2025
Daily BriefsMacro Daily Brief Macro: Lee Jae-Myung’s 20 Trillion Won+ Supplementary Budget: Free Money and more In today’s briefing: Lee Jae-Myung's 20 Trillion Won+ Supplementary Budget: Free Money, Don't Worry and…Smartkarma Daily BriefsJune 6, 2025
Daily BriefsMacro Daily Brief Macro: US vs EU: Mutually Assured Destruction? and more In today’s briefing: US vs EU: Mutually Assured Destruction?Lee Jae-Myung Becomes the New South Korean…Smartkarma Daily BriefsJune 5, 2025
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