In today’s briefing: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows NextLast…
Smartkarma Daily BriefsAugust 1, 2022
Key Research From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Alibaba (9988 HK): Dual Primary Listing ImplicationsFTSE China A50 Index Rebalance: Three…
Smartkarma Daily BriefsJuly 31, 2022
Daily BriefsMost ReadIn today’s briefing: Alibaba (9988 HK): Dual Primary Listing ImplicationsS&P/ASX Index Rebalance Preview: Busy Rebalance…
Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsMost ReadIn today’s briefing: Yancoal Australia Placement - Cleanup Sale by Glencore Now the Ball Is…
Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsMost ReadIn today’s briefing: Alibaba (9988 HK): Dual Primary Listing ImplicationsAlibaba to Pursue Dual Primary Listing…
Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsMost ReadIn today’s briefing: Alibaba (9988 HK): Dual Primary Listing ImplicationsMSCI August 2022 Index Rebalance Preview:…
Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Last Week in Event SPACE: Mapletree, Alibaba, Australian Unity OfficeIndex Rebalance &…
Smartkarma Daily BriefsJuly 31, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Advantest (6857) - Strong SoC Sales, Record Profits, Bullish Guidance, and a…
Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Revised Rules on Short Selling Restriction in Korea: Effective 3Q This YearShin-Etsu…
Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsEvent-DrivenIn today’s briefing: TOPIX July Rebalance: Good Performance, Low Progression, Should Trade Right WayYancoal Australia…
Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Alibaba to Pursue Dual Primary Listing in HK - Impact on Stock…
Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Large Potential S-REIT Flows in the Next Two WeeksAlibaba (9988 HK): Dual…
Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsECMIn today’s briefing: Manila Electric Block - Selldown by One of the Largest ShareholdersPSMC Placement…
Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsECMIn today’s briefing: WCP Delays IPOSula Vineyards Pre-IPO TearsheetDigital Turbine Inc.: Initiation of Coverage –…
Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsECMIn today’s briefing: Legend Biotech Follow-On - A Little Opportunistic. Last Deal Did Well, After…
Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsECMIn today’s briefing: Gotion High Tech GDR Listing - Recent GDRs Have Seen Narrowing DiscountsGEM…
Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsECMIn today’s briefing: Weekly Deals Digest (24 Jul): Thai Life, Bharat FIH, Link, DTAC/True, Pendal,…
Smartkarma Daily BriefsJuly 25, 2022
Daily BriefsECMIn today’s briefing: ECM Weekly (24th Jul 2022) - ANZ, Zomato, LG Energy, Xtep, SoCar,…
Smartkarma Daily BriefsJuly 24, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: VA Tech Wabag |a Meta AnalysisKaveri Seeds- Forensic AnalysisChina Banks – Stick…
Smartkarma Daily BriefsJuly 31, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: BFI Finance Indonesia (BFIN IJ) - Pole Position in MultifinanceAmber Enterprises India…
Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: China Beverage: Baijiu - The Most Addictive & Profitable Alcoholic Beverage in…
Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba Dual-Primary-Listing: An Opportunity to Raise Money Without A Trouble AlertMercari (4385)…
Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Smartkarma Corporate Webinar | Metrodata Electronics: Rising with the Digital TideHDFC Bank:…
Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsEquity Bottom-UpDaily Brief Equity Bottom-Up: Pop Mart: Aggressive Overseas Expansion to Hurt Profitability and more
In today’s briefing: Pop Mart: Aggressive Overseas Expansion to Hurt ProfitabilityDuolingo: Now, Available In China.…
Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsTMT/InternetIn today’s briefing: Advantest (6857) - Strong SoC Sales, Record Profits, Bullish Guidance, and a…
Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsTMT/InternetIn today’s briefing: Revised Rules on Short Selling Restriction in Korea: Effective 3Q This YearPSMC…
Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsTMT/InternetIn today’s briefing: TOPIX July Rebalance: Flows at the Close TodayMercari (4385) | We Were…
Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsTMT/InternetIn today’s briefing: Alibaba to Pursue Dual Primary Listing in HK - Impact on Stock…
Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsTMT/InternetIn today’s briefing: Duolingo: Now, Available In China. Plenty of Positives and Strong Operating Metrics…
Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsTMT/InternetIn today’s briefing: MSCI August 2022 Index Rebalance Preview: The Last QIR!Merger Arb Mondays (25…
Smartkarma Daily BriefsJuly 25, 2022
ChinaDaily BriefsIn today’s briefing: Last Week in Event SPACE: Mapletree, Alibaba, Australian Unity OfficeChina Banks –…
Smartkarma Daily BriefsJuly 31, 2022
ChinaDaily BriefsIn today’s briefing: Chinese Property Weekly - 29 July 2022 - Lucror AnalyticsChinese Property Weekly…
Smartkarma Daily BriefsJuly 30, 2022
ChinaDaily BriefsIn today’s briefing: China Beverage: Baijiu - The Most Addictive & Profitable Alcoholic Beverage in…
Smartkarma Daily BriefsJuly 29, 2022
ChinaDaily BriefsIn today’s briefing: Alibaba Dual-Primary-Listing: An Opportunity to Raise Money Without A Trouble AlertVNET Draws…
Smartkarma Daily BriefsJuly 28, 2022
ChinaDaily BriefsIn today’s briefing: Alibaba to Pursue Dual Primary Listing in HK - Impact on Stock…
Smartkarma Daily BriefsJuly 27, 2022
ChinaDaily BriefsIn today’s briefing: Alibaba (9988 HK): Dual Primary Listing ImplicationsGotion High Tech GDR Listing -…
Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsJapanIn today’s briefing: Minebea Mitsumi Tender for Honda Tsushin Kogyo (6826)Europe, MSCI ACWI Bullish Downtrend…
Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsJapanIn today’s briefing: Screen Holdings (7735 JP): Weakness Not Necessarily Discounted Screen Holdings (7735 JP):…
Smartkarma Daily BriefsJuly 31, 2022
Daily BriefsJapanIn today’s briefing: Advantest (6857) - Strong SoC Sales, Record Profits, Bullish Guidance, and a…
Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsJapanIn today’s briefing: Shin-Etsu Chemical (4063 JP) Salutary Earnings, Conservative Forecasts, and Another BuybackMonotaRO (3064)…
Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsJapanIn today’s briefing: TOPIX July Rebalance: Good Performance, Low Progression, Should Trade Right WayMercari (4385)…
Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsJapanIn today’s briefing: Shimano (7309) | Join the RaceW Scope (6619): Don't Sell Too EarlyTerumo…
Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsMacroIn today’s briefing: CX Daily: Weeks After Hong Kong Offering, Miniso Shares Tank on Short-Seller…
Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsMacroIn today’s briefing: Infrastructure Development in Asia: A Reset on the Horizon"V" For ? Thoughts…
Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsMacroIn today’s briefing: Indonesia: Bumper Trade Surplus and FDI Inflows Undergird IDRMalaysia: Still Little Chance…
Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsMacroIn today’s briefing: Lower Corporate Tax Rate in Korea Could Be an Extra Alpha KickerThe…
Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsMacroIn today’s briefing: A Powerful New Bull? Don't Bet On It!The Secret Lives of Corporate…
Smartkarma Daily BriefsJuly 25, 2022
Daily BriefsMacroIn today’s briefing: Global Monetary Tightening Gathers Pace as US Inflation Raises the Ante on…
Smartkarma Daily BriefsJuly 24, 2022
Daily BriefsMost ReadIn today’s briefing: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows NextLast…
Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsMost ReadIn today’s briefing: Alibaba (9988 HK): Dual Primary Listing ImplicationsFTSE China A50 Index Rebalance: Three…
Smartkarma Daily BriefsJuly 31, 2022
Daily BriefsMost ReadIn today’s briefing: Alibaba (9988 HK): Dual Primary Listing ImplicationsS&P/ASX Index Rebalance Preview: Busy Rebalance…
Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsMost ReadIn today’s briefing: Yancoal Australia Placement - Cleanup Sale by Glencore Now the Ball Is…
Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsMost ReadIn today’s briefing: Alibaba (9988 HK): Dual Primary Listing ImplicationsAlibaba to Pursue Dual Primary Listing…
Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsMost ReadIn today’s briefing: Alibaba (9988 HK): Dual Primary Listing ImplicationsMSCI August 2022 Index Rebalance Preview:…
Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Last Week in Event SPACE: Mapletree, Alibaba, Australian Unity OfficeIndex Rebalance &…
Smartkarma Daily BriefsJuly 31, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Advantest (6857) - Strong SoC Sales, Record Profits, Bullish Guidance, and a…
Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Revised Rules on Short Selling Restriction in Korea: Effective 3Q This YearShin-Etsu…
Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsEvent-DrivenIn today’s briefing: TOPIX July Rebalance: Good Performance, Low Progression, Should Trade Right WayYancoal Australia…
Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Alibaba to Pursue Dual Primary Listing in HK - Impact on Stock…
Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Large Potential S-REIT Flows in the Next Two WeeksAlibaba (9988 HK): Dual…
Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsECMIn today’s briefing: Manila Electric Block - Selldown by One of the Largest ShareholdersPSMC Placement…
Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsECMIn today’s briefing: WCP Delays IPOSula Vineyards Pre-IPO TearsheetDigital Turbine Inc.: Initiation of Coverage –…
Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsECMIn today’s briefing: Legend Biotech Follow-On - A Little Opportunistic. Last Deal Did Well, After…
Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsECMIn today’s briefing: Gotion High Tech GDR Listing - Recent GDRs Have Seen Narrowing DiscountsGEM…
Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsECMIn today’s briefing: Weekly Deals Digest (24 Jul): Thai Life, Bharat FIH, Link, DTAC/True, Pendal,…
Smartkarma Daily BriefsJuly 25, 2022
Daily BriefsECMIn today’s briefing: ECM Weekly (24th Jul 2022) - ANZ, Zomato, LG Energy, Xtep, SoCar,…
Smartkarma Daily BriefsJuly 24, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: VA Tech Wabag |a Meta AnalysisKaveri Seeds- Forensic AnalysisChina Banks – Stick…
Smartkarma Daily BriefsJuly 31, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: BFI Finance Indonesia (BFIN IJ) - Pole Position in MultifinanceAmber Enterprises India…
Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: China Beverage: Baijiu - The Most Addictive & Profitable Alcoholic Beverage in…
Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba Dual-Primary-Listing: An Opportunity to Raise Money Without A Trouble AlertMercari (4385)…
Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Smartkarma Corporate Webinar | Metrodata Electronics: Rising with the Digital TideHDFC Bank:…
Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsEquity Bottom-UpDaily Brief Equity Bottom-Up: Pop Mart: Aggressive Overseas Expansion to Hurt Profitability and more
In today’s briefing: Pop Mart: Aggressive Overseas Expansion to Hurt ProfitabilityDuolingo: Now, Available In China.…
Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsTMT/InternetIn today’s briefing: Advantest (6857) - Strong SoC Sales, Record Profits, Bullish Guidance, and a…
Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsTMT/InternetIn today’s briefing: Revised Rules on Short Selling Restriction in Korea: Effective 3Q This YearPSMC…
Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsTMT/InternetIn today’s briefing: TOPIX July Rebalance: Flows at the Close TodayMercari (4385) | We Were…
Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsTMT/InternetIn today’s briefing: Alibaba to Pursue Dual Primary Listing in HK - Impact on Stock…
Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsTMT/InternetIn today’s briefing: Duolingo: Now, Available In China. Plenty of Positives and Strong Operating Metrics…
Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsTMT/InternetIn today’s briefing: MSCI August 2022 Index Rebalance Preview: The Last QIR!Merger Arb Mondays (25…
Smartkarma Daily BriefsJuly 25, 2022
ChinaDaily BriefsIn today’s briefing: Last Week in Event SPACE: Mapletree, Alibaba, Australian Unity OfficeChina Banks –…
Smartkarma Daily BriefsJuly 31, 2022
ChinaDaily BriefsIn today’s briefing: Chinese Property Weekly - 29 July 2022 - Lucror AnalyticsChinese Property Weekly…
Smartkarma Daily BriefsJuly 30, 2022
ChinaDaily BriefsIn today’s briefing: China Beverage: Baijiu - The Most Addictive & Profitable Alcoholic Beverage in…
Smartkarma Daily BriefsJuly 29, 2022
ChinaDaily BriefsIn today’s briefing: Alibaba Dual-Primary-Listing: An Opportunity to Raise Money Without A Trouble AlertVNET Draws…
Smartkarma Daily BriefsJuly 28, 2022
ChinaDaily BriefsIn today’s briefing: Alibaba to Pursue Dual Primary Listing in HK - Impact on Stock…
Smartkarma Daily BriefsJuly 27, 2022
ChinaDaily BriefsIn today’s briefing: Alibaba (9988 HK): Dual Primary Listing ImplicationsGotion High Tech GDR Listing -…
Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsJapanIn today’s briefing: Minebea Mitsumi Tender for Honda Tsushin Kogyo (6826)Europe, MSCI ACWI Bullish Downtrend…
Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsJapanIn today’s briefing: Screen Holdings (7735 JP): Weakness Not Necessarily Discounted Screen Holdings (7735 JP):…
Smartkarma Daily BriefsJuly 31, 2022
Daily BriefsJapanIn today’s briefing: Advantest (6857) - Strong SoC Sales, Record Profits, Bullish Guidance, and a…
Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsJapanIn today’s briefing: Shin-Etsu Chemical (4063 JP) Salutary Earnings, Conservative Forecasts, and Another BuybackMonotaRO (3064)…
Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsJapanIn today’s briefing: TOPIX July Rebalance: Good Performance, Low Progression, Should Trade Right WayMercari (4385)…
Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsJapanIn today’s briefing: Shimano (7309) | Join the RaceW Scope (6619): Don't Sell Too EarlyTerumo…
Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsMacroIn today’s briefing: CX Daily: Weeks After Hong Kong Offering, Miniso Shares Tank on Short-Seller…
Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsMacroIn today’s briefing: Infrastructure Development in Asia: A Reset on the Horizon"V" For ? Thoughts…
Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsMacroIn today’s briefing: Indonesia: Bumper Trade Surplus and FDI Inflows Undergird IDRMalaysia: Still Little Chance…
Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsMacroIn today’s briefing: Lower Corporate Tax Rate in Korea Could Be an Extra Alpha KickerThe…
Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsMacroIn today’s briefing: A Powerful New Bull? Don't Bet On It!The Secret Lives of Corporate…
Smartkarma Daily BriefsJuly 25, 2022
Daily BriefsMacroIn today’s briefing: Global Monetary Tightening Gathers Pace as US Inflation Raises the Ante on…
Smartkarma Daily BriefsJuly 24, 2022
