Daily BriefsMost Read Most Read: Midea Group Co Ltd A, Terumo Corp, Joban Kosan, Descente Ltd, China Shipbuilding Industry Group Power, Samsung Electronics Pref Shares, Hanwha Galleria , Puig Brands and more In today’s briefing: Midea Group (300 HK): IPO Open Now; Upcoming Index FlowsMidea Group HK…Smartkarma Daily BriefsSeptember 12, 2024
Daily BriefsMost Read Most Read: Midea Group Co Ltd A, Seven & I Holdings, Trent Ltd, Midea Real Estate Holding , KT Corp, CELSYS, PC Partner, Nextdc Ltd and more In today’s briefing: Midea Group (300 HK): IPO Open Now; Upcoming Index FlowsMidea Group H…Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsMost Read Most Read: Alibaba Group Holding , Midea Group Co Ltd A, NVIDIA Corp, Haitong Securities Co Ltd (H), Seven & I Holdings, Terumo Corp, K Bank and more In today’s briefing: Alibaba (9988 HK/BABA) Dual Primary Listing: Are We There Yet?Midea Group (300…Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsMost Read Most Read: CPMC Holdings, SK Biopharmaceuticals , Palantir Technologies , Yancoal Australia, Hankook & Company, Midea Group Co Ltd A, Haitong Securities Co Ltd (H), 99 Speed Mart Retail Holdings, Far Eastern New Century and more In today’s briefing: HSCI Index Rebalance: 38 Adds, 29 Deletes & Changes to Southbound Stock…Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsMost Read Most Read: Nomura Research Institute, Fast Retailing, Bajaj Housing Finance, Nextdc Ltd, China Tourism Group Duty Free Corp Ltd, SK Biopharmaceuticals , Midea Group Co Ltd A, The Born Korea, Korea Stock Exchange KOSPI 200 and more In today’s briefing: Nikkei 225 Index Rebalance: NRI, Ryohin Keikaku IN; Nippon Paper, DIC OUT;…Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsMost Read Most Read: Kuaishou Technology, Fast Retailing, Nextdc Ltd, Workday Inc Class A, Midea Group Co Ltd A, New World Development, Kangwon Land, Jardine Matheson Holdings, The Born Korea, SK Biopharmaceuticals and more In today’s briefing: HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (Sep 2024)Mar25 Nikkei 225…Smartkarma Daily BriefsSeptember 7, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Taking Advantage of Terumo (4543) Weakness And After-Offering Flow and more In today’s briefing: Taking Advantage of Terumo (4543) Weakness And After-Offering FlowCSI300 Index Rebalance Preview:…Smartkarma Daily BriefsSeptember 12, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Seven & I Holdings (3382 JP): State of Play and more In today’s briefing: Seven & I Holdings (3382 JP): State of PlayAre Index Inclusions an…Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Select Sector Indices: Inflows to Apple and more In today’s briefing: Select Sector Indices: Inflows to Apple, Palantir, Dell Will Add to SPX…Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: S&P500/400/600 Index Rebalance: Dell and more In today’s briefing: S&P500/400/600 Index Rebalance: Dell, Palantir Make It (Finally!); Apple UpweightS&P/ASX Index Rebalance…Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: Seven & I and more In today’s briefing: (Mostly) Asia-Pac M&A: Seven & I, Virgin Money, PSC Insurance, Rex Minerals,…Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Jardine Matheson (JM SP): Squeezing More Life Out Of The NAV and more In today’s briefing: Jardine Matheson (JM SP): Squeezing More Life Out Of The NAVKey Flow…Smartkarma Daily BriefsSeptember 7, 2024
Daily BriefsECM Daily Brief ECM: Midea Group HK IPO Valuation Analysis and more In today’s briefing: Midea Group HK IPO Valuation AnalysisNEXTDC Placement - Good Track Record but…Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsECM Daily Brief ECM: Midea Group H Share Listing (300 HK): Valuation Insights and more In today’s briefing: Midea Group H Share Listing (300 HK): Valuation InsightsMidea A/H Listing -…Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsECM Daily Brief ECM: Pre-IPO Midea Group H Share (PHIP Updates) – Some Points Worth the Attention and more In today’s briefing: Pre-IPO Midea Group H Share (PHIP Updates) - Some Points Worth the…Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsECM Daily Brief ECM: Weekly Deals Digest (08 Sep) – Midea and more In today’s briefing: Weekly Deals Digest (08 Sep) - Midea, Fuji Soft, Pasco, Seven &…Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsECM Daily Brief ECM: Midea Group: Initial Thoughts on the Hong Kong IPO Listing and more In today’s briefing: Midea Group: Initial Thoughts on the Hong Kong IPO ListingHero Motors Pre-IPO…Smartkarma Daily BriefsSeptember 7, 2024
Daily BriefsECM Daily Brief ECM: Midea: Thoughts on HK Listing and Valuation and more In today’s briefing: Midea: Thoughts on HK Listing and ValuationSona Blw Precision QIP - Well…Smartkarma Daily BriefsSeptember 6, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Seiren (3569) | Synthetic Leather and more In today’s briefing: Seiren (3569) | Synthetic Leather, Real GrowthRPPL: Scaling Up Well With Consistent…Smartkarma Daily BriefsSeptember 12, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Dual-Listings Monitor: TSMC 33% Growth and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC 33% Growth, UMC Headroom Decrease, ASE Historically Low…Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Seven & I Says Not Enough to Alimentation Couche-Tard and more In today’s briefing: Seven & I Says Not Enough to Alimentation Couche-Tard, Warns of US…Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Weekly Consumer Tales: India Festive Season: Hyundai Slows and more In today’s briefing: Weekly Consumer Tales: India Festive Season: Hyundai Slows, Toyota Aces. First Cry…Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Ipca Laboratories (IPCA IN): Domestic Revenue Drives Q1FY25 Result; Full-Year Margin Guidance Raise and more In today’s briefing: Ipca Laboratories (IPCA IN): Domestic Revenue Drives Q1FY25 Result; Full-Year Margin Guidance…Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: HDFC Bank: Looking Beyond Reported Numbers and more In today’s briefing: HDFC Bank: Looking Beyond Reported NumbersIntel Cancels 20A. Now Why Would They…Smartkarma Daily BriefsSeptember 7, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Samsung Electronics Pref Shares, Silverlake Axis , Mediatek Inc, Geechs Inc, TDC A/S and more In today’s briefing: Exploring Why Samsung Electronics' Pref Discount Narrowing Took a Sharp Turn YesterdaySilverlake…Smartkarma Daily BriefsSeptember 12, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: KT Corp, CELSYS, PC Partner, Nextdc Ltd, Taiwan Semiconductor (TSMC) – ADR, Palantir Technologies , NORBIT ASA, Kyndryl Holdings , CYND and more In today’s briefing: Timing a Trade to Capitalize on KT’s November Global Index Deletion and…Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Via Technologies, LG Display, Dell Technologies , Kinatico and more In today’s briefing: Select Sector Indices: Inflows to Apple, Palantir, Dell Will Add to SPX…Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Palantir Technologies , Shinko Electric Industries, Nanya Technology, Nuvoton Technology, Elastic NV, Autodesk Inc, Nutanix Inc, HashiCorp , MongoDB , Box Inc Class A and more In today’s briefing: S&P500/400/600 Index Rebalance: Dell, Palantir Make It (Finally!); Apple UpweightMerger Arb Mondays…Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Fuji Soft Inc and more In today’s briefing: Last Week in Event SPACE: Fuji Soft, Jardine Matheson, Exedy, Henderson Last…Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Intel Corp, Advanced Micro Devices, Singtel, Travelsky Technology Ltd H, Broadcom , Vanguard Intl Semiconductor, Acer Inc, BILL Holdings , Marvell Technology , iQIYI Inc and more In today’s briefing: Intel Cancels 20A. Now Why Would They Go & Do That?AMD Acquires…Smartkarma Daily BriefsSeptember 7, 2024
ChinaDaily Briefs Daily Brief China: China Shipbuilding Industry Group Power, Hozon New Energy Automobile Co Ltd, China Jinmao Holdings, Sinopharm Group Co Ltd H, China Water Affairs and more In today’s briefing: CSI300 Index Rebalance Preview: Round-Trip Trade Tops US$6bn as ETF Creations SoarHozon…Smartkarma Daily BriefsSeptember 12, 2024
ChinaDaily Briefs Daily Brief China: Midea Group Co Ltd A, PC Partner, Rubber, NIO , China Tourism Group Duty Free, Cosco Shipping Energy Transportation Co. Ltd. (H), Akeso Biopharma Inc, Shougang Fushan Resources and more In today’s briefing: Midea Group HK IPO Valuation AnalysisPC Partner (1263 HK): Goodbye Hong Kong;…Smartkarma Daily BriefsSeptember 11, 2024
ChinaDaily Briefs Daily Brief China: Midea Group Co Ltd A, Haitong Securities Co Ltd (H), Great Wall Motor, Nongfu Spring , Shanghai Henlius Biotech , Lonking Holdings, Midea Real Estate Holding , Hozon New Energy Automobile Co Ltd and more In today’s briefing: Midea Group H Share Listing (300 HK): Valuation InsightsGuotai Junan (2611 HK)…Smartkarma Daily BriefsSeptember 10, 2024
ChinaDaily Briefs Daily Brief China: Midea Group Co Ltd A, Haitong Securities Co Ltd (H), Anta Sports Products, Guangzhou Automobile Group, Stella International, JNBY Design Ltd, Hive Box Holdings, China Vanke and more In today’s briefing: Midea Group (300 HK): IPO Open Now; Upcoming Index FlowsHaitong Securities (6837…Smartkarma Daily BriefsSeptember 9, 2024
ChinaDaily Briefs Daily Brief China: Midea Group Co Ltd A, Shanghai Fosun Pharmaceutical (Group), Miniso, Trip.com and more In today’s briefing: Weekly Deals Digest (08 Sep) - Midea, Fuji Soft, Pasco, Seven &…Smartkarma Daily BriefsSeptember 8, 2024
ChinaDaily Briefs Daily Brief China: Midea Group Co Ltd A, PDD Holdings, DiDi Global, Travelsky Technology Ltd H, iQIYI Inc and more In today’s briefing: Midea Group: Initial Thoughts on the Hong Kong IPO ListingPDD Holdings Inc.:…Smartkarma Daily BriefsSeptember 7, 2024
Daily BriefsJapan Daily Brief Japan: Terumo Corp, Seiren Co Ltd, Geechs Inc, Trial Holdings and more In today’s briefing: Taking Advantage of Terumo (4543) Weakness And After-Offering FlowSeiren (3569) | Synthetic…Smartkarma Daily BriefsSeptember 12, 2024
Daily BriefsJapan Daily Brief Japan: Seven & I Holdings, CELSYS, Joban Kosan, Descente Ltd, TSE Tokyo Price Index TOPIX, CYND, Yuke’s Co Ltd, Poletowin Pitcrew Holdings and more In today’s briefing: Seven & I Holdings (3382 JP): State of PlayTOPIX Inclusions: Who Is…Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsJapan Daily Brief Japan: Seven & I Holdings, Terumo Corp, Advantest Corp and more In today’s briefing: 7&I Rejects ACT's Bid As Too Low, Not Worth Discussing, ACT Whines,…Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, TSE Tokyo Price Index TOPIX and more In today’s briefing: Merger Arb Mondays (09 Sep) - Shinko, Fuji Soft, Pasco, GA Pack,…Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsJapan Daily Brief Japan: Seven & I Holdings, Fuji Soft Inc and more In today’s briefing: (Mostly) Asia-Pac M&A: Seven & I, Virgin Money, PSC Insurance, Rex Minerals,…Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX and more In today’s briefing: While Raising Profit Margin Isn't Easy, the Focus Is on Reducing Policy-Shares…Smartkarma Daily BriefsSeptember 7, 2024
Daily BriefsMacro Daily Brief Macro: US: Harris Wins the Presidential Debate Hands Down and more In today’s briefing: US: Harris Wins the Presidential Debate Hands Down, but Impact on Race…Smartkarma Daily BriefsSeptember 12, 2024
Daily BriefsMacro Daily Brief Macro: [Rubber and more In today’s briefing: Typhoon Triggered Defaults Nudged Rubber Spot Prices and SHFE Futures UpWeek at…Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsMacro Daily Brief Macro: Global Commodities: The art of keeping up with yesterday and avoiding tomorrow and more In today’s briefing: Global Commodities: The art of keeping up with yesterday and avoiding tomorrowSteno…Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsMacro Daily Brief Macro: Don’t Shoot the Piano Player and more In today’s briefing: Don't Shoot the Piano PlayerHow to Trade the Seasonal WeaknessUS Political Backdrop…Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsMacro Daily Brief Macro: JAPAN: No Lifeguard on Duty and more In today’s briefing: JAPAN: No Lifeguard on Duty, Swim at Your Own RiskSector Leadership Review:…Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsMacro Daily Brief Macro: Walker’s Weekly: Dr. Jim’s Summary of Key Global Macro Developments – 6 Sep 2024 and more In today’s briefing: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 6…Smartkarma Daily BriefsSeptember 7, 2024
CryptoDaily Briefs Daily Brief Crypto: Eternal Chop and more In today’s briefing: Eternal Chop Eternal ChopBy Delphi Digital Powell's Pivot: A New Era for…Smartkarma Daily BriefsAugust 29, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Where Are the Memecoins? Solana Asks and more In today’s briefing: Crypto Crisp: Where Are the Memecoins? Solana Asks Crypto Crisp: Where Are…Smartkarma Daily BriefsAugust 28, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #40 – Another ‘DeFi Summer’ Is On the Horizon and more In today’s briefing: Crypto Moves #40 – Another ‘DeFi Summer’ Is On the Horizon Crypto…Smartkarma Daily BriefsAugust 24, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Boring and more In today’s briefing: Crypto Crisp: Boring Crypto Crisp: BoringBy Mads EberhardtThe crypto market has been…Smartkarma Daily BriefsAugust 21, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #39 – The Token Unlocking Saga Is (Mostly) a One-Way Down Game and more In today’s briefing: Crypto Moves #39 – The Token Unlocking Saga Is (Mostly) a One-Way…Smartkarma Daily BriefsAugust 16, 2024
CryptoDaily Briefs Daily Brief Crypto: No Pain and more In today’s briefing: No Pain, No Gain No Pain, No GainBy Delphi Digital Survive the…Smartkarma Daily BriefsAugust 15, 2024
Daily BriefsMost Read Most Read: Midea Group Co Ltd A, Terumo Corp, Joban Kosan, Descente Ltd, China Shipbuilding Industry Group Power, Samsung Electronics Pref Shares, Hanwha Galleria , Puig Brands and more In today’s briefing: Midea Group (300 HK): IPO Open Now; Upcoming Index FlowsMidea Group HK…Smartkarma Daily BriefsSeptember 12, 2024
Daily BriefsMost Read Most Read: Midea Group Co Ltd A, Seven & I Holdings, Trent Ltd, Midea Real Estate Holding , KT Corp, CELSYS, PC Partner, Nextdc Ltd and more In today’s briefing: Midea Group (300 HK): IPO Open Now; Upcoming Index FlowsMidea Group H…Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsMost Read Most Read: Alibaba Group Holding , Midea Group Co Ltd A, NVIDIA Corp, Haitong Securities Co Ltd (H), Seven & I Holdings, Terumo Corp, K Bank and more In today’s briefing: Alibaba (9988 HK/BABA) Dual Primary Listing: Are We There Yet?Midea Group (300…Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsMost Read Most Read: CPMC Holdings, SK Biopharmaceuticals , Palantir Technologies , Yancoal Australia, Hankook & Company, Midea Group Co Ltd A, Haitong Securities Co Ltd (H), 99 Speed Mart Retail Holdings, Far Eastern New Century and more In today’s briefing: HSCI Index Rebalance: 38 Adds, 29 Deletes & Changes to Southbound Stock…Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsMost Read Most Read: Nomura Research Institute, Fast Retailing, Bajaj Housing Finance, Nextdc Ltd, China Tourism Group Duty Free Corp Ltd, SK Biopharmaceuticals , Midea Group Co Ltd A, The Born Korea, Korea Stock Exchange KOSPI 200 and more In today’s briefing: Nikkei 225 Index Rebalance: NRI, Ryohin Keikaku IN; Nippon Paper, DIC OUT;…Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsMost Read Most Read: Kuaishou Technology, Fast Retailing, Nextdc Ltd, Workday Inc Class A, Midea Group Co Ltd A, New World Development, Kangwon Land, Jardine Matheson Holdings, The Born Korea, SK Biopharmaceuticals and more In today’s briefing: HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (Sep 2024)Mar25 Nikkei 225…Smartkarma Daily BriefsSeptember 7, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Taking Advantage of Terumo (4543) Weakness And After-Offering Flow and more In today’s briefing: Taking Advantage of Terumo (4543) Weakness And After-Offering FlowCSI300 Index Rebalance Preview:…Smartkarma Daily BriefsSeptember 12, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Seven & I Holdings (3382 JP): State of Play and more In today’s briefing: Seven & I Holdings (3382 JP): State of PlayAre Index Inclusions an…Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Select Sector Indices: Inflows to Apple and more In today’s briefing: Select Sector Indices: Inflows to Apple, Palantir, Dell Will Add to SPX…Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: S&P500/400/600 Index Rebalance: Dell and more In today’s briefing: S&P500/400/600 Index Rebalance: Dell, Palantir Make It (Finally!); Apple UpweightS&P/ASX Index Rebalance…Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: Seven & I and more In today’s briefing: (Mostly) Asia-Pac M&A: Seven & I, Virgin Money, PSC Insurance, Rex Minerals,…Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Jardine Matheson (JM SP): Squeezing More Life Out Of The NAV and more In today’s briefing: Jardine Matheson (JM SP): Squeezing More Life Out Of The NAVKey Flow…Smartkarma Daily BriefsSeptember 7, 2024
Daily BriefsECM Daily Brief ECM: Midea Group HK IPO Valuation Analysis and more In today’s briefing: Midea Group HK IPO Valuation AnalysisNEXTDC Placement - Good Track Record but…Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsECM Daily Brief ECM: Midea Group H Share Listing (300 HK): Valuation Insights and more In today’s briefing: Midea Group H Share Listing (300 HK): Valuation InsightsMidea A/H Listing -…Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsECM Daily Brief ECM: Pre-IPO Midea Group H Share (PHIP Updates) – Some Points Worth the Attention and more In today’s briefing: Pre-IPO Midea Group H Share (PHIP Updates) - Some Points Worth the…Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsECM Daily Brief ECM: Weekly Deals Digest (08 Sep) – Midea and more In today’s briefing: Weekly Deals Digest (08 Sep) - Midea, Fuji Soft, Pasco, Seven &…Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsECM Daily Brief ECM: Midea Group: Initial Thoughts on the Hong Kong IPO Listing and more In today’s briefing: Midea Group: Initial Thoughts on the Hong Kong IPO ListingHero Motors Pre-IPO…Smartkarma Daily BriefsSeptember 7, 2024
Daily BriefsECM Daily Brief ECM: Midea: Thoughts on HK Listing and Valuation and more In today’s briefing: Midea: Thoughts on HK Listing and ValuationSona Blw Precision QIP - Well…Smartkarma Daily BriefsSeptember 6, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Seiren (3569) | Synthetic Leather and more In today’s briefing: Seiren (3569) | Synthetic Leather, Real GrowthRPPL: Scaling Up Well With Consistent…Smartkarma Daily BriefsSeptember 12, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Dual-Listings Monitor: TSMC 33% Growth and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC 33% Growth, UMC Headroom Decrease, ASE Historically Low…Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Seven & I Says Not Enough to Alimentation Couche-Tard and more In today’s briefing: Seven & I Says Not Enough to Alimentation Couche-Tard, Warns of US…Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Weekly Consumer Tales: India Festive Season: Hyundai Slows and more In today’s briefing: Weekly Consumer Tales: India Festive Season: Hyundai Slows, Toyota Aces. First Cry…Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Ipca Laboratories (IPCA IN): Domestic Revenue Drives Q1FY25 Result; Full-Year Margin Guidance Raise and more In today’s briefing: Ipca Laboratories (IPCA IN): Domestic Revenue Drives Q1FY25 Result; Full-Year Margin Guidance…Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: HDFC Bank: Looking Beyond Reported Numbers and more In today’s briefing: HDFC Bank: Looking Beyond Reported NumbersIntel Cancels 20A. Now Why Would They…Smartkarma Daily BriefsSeptember 7, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Samsung Electronics Pref Shares, Silverlake Axis , Mediatek Inc, Geechs Inc, TDC A/S and more In today’s briefing: Exploring Why Samsung Electronics' Pref Discount Narrowing Took a Sharp Turn YesterdaySilverlake…Smartkarma Daily BriefsSeptember 12, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: KT Corp, CELSYS, PC Partner, Nextdc Ltd, Taiwan Semiconductor (TSMC) – ADR, Palantir Technologies , NORBIT ASA, Kyndryl Holdings , CYND and more In today’s briefing: Timing a Trade to Capitalize on KT’s November Global Index Deletion and…Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Via Technologies, LG Display, Dell Technologies , Kinatico and more In today’s briefing: Select Sector Indices: Inflows to Apple, Palantir, Dell Will Add to SPX…Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Palantir Technologies , Shinko Electric Industries, Nanya Technology, Nuvoton Technology, Elastic NV, Autodesk Inc, Nutanix Inc, HashiCorp , MongoDB , Box Inc Class A and more In today’s briefing: S&P500/400/600 Index Rebalance: Dell, Palantir Make It (Finally!); Apple UpweightMerger Arb Mondays…Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Fuji Soft Inc and more In today’s briefing: Last Week in Event SPACE: Fuji Soft, Jardine Matheson, Exedy, Henderson Last…Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Intel Corp, Advanced Micro Devices, Singtel, Travelsky Technology Ltd H, Broadcom , Vanguard Intl Semiconductor, Acer Inc, BILL Holdings , Marvell Technology , iQIYI Inc and more In today’s briefing: Intel Cancels 20A. Now Why Would They Go & Do That?AMD Acquires…Smartkarma Daily BriefsSeptember 7, 2024
ChinaDaily Briefs Daily Brief China: China Shipbuilding Industry Group Power, Hozon New Energy Automobile Co Ltd, China Jinmao Holdings, Sinopharm Group Co Ltd H, China Water Affairs and more In today’s briefing: CSI300 Index Rebalance Preview: Round-Trip Trade Tops US$6bn as ETF Creations SoarHozon…Smartkarma Daily BriefsSeptember 12, 2024
ChinaDaily Briefs Daily Brief China: Midea Group Co Ltd A, PC Partner, Rubber, NIO , China Tourism Group Duty Free, Cosco Shipping Energy Transportation Co. Ltd. (H), Akeso Biopharma Inc, Shougang Fushan Resources and more In today’s briefing: Midea Group HK IPO Valuation AnalysisPC Partner (1263 HK): Goodbye Hong Kong;…Smartkarma Daily BriefsSeptember 11, 2024
ChinaDaily Briefs Daily Brief China: Midea Group Co Ltd A, Haitong Securities Co Ltd (H), Great Wall Motor, Nongfu Spring , Shanghai Henlius Biotech , Lonking Holdings, Midea Real Estate Holding , Hozon New Energy Automobile Co Ltd and more In today’s briefing: Midea Group H Share Listing (300 HK): Valuation InsightsGuotai Junan (2611 HK)…Smartkarma Daily BriefsSeptember 10, 2024
ChinaDaily Briefs Daily Brief China: Midea Group Co Ltd A, Haitong Securities Co Ltd (H), Anta Sports Products, Guangzhou Automobile Group, Stella International, JNBY Design Ltd, Hive Box Holdings, China Vanke and more In today’s briefing: Midea Group (300 HK): IPO Open Now; Upcoming Index FlowsHaitong Securities (6837…Smartkarma Daily BriefsSeptember 9, 2024
ChinaDaily Briefs Daily Brief China: Midea Group Co Ltd A, Shanghai Fosun Pharmaceutical (Group), Miniso, Trip.com and more In today’s briefing: Weekly Deals Digest (08 Sep) - Midea, Fuji Soft, Pasco, Seven &…Smartkarma Daily BriefsSeptember 8, 2024
ChinaDaily Briefs Daily Brief China: Midea Group Co Ltd A, PDD Holdings, DiDi Global, Travelsky Technology Ltd H, iQIYI Inc and more In today’s briefing: Midea Group: Initial Thoughts on the Hong Kong IPO ListingPDD Holdings Inc.:…Smartkarma Daily BriefsSeptember 7, 2024
Daily BriefsJapan Daily Brief Japan: Terumo Corp, Seiren Co Ltd, Geechs Inc, Trial Holdings and more In today’s briefing: Taking Advantage of Terumo (4543) Weakness And After-Offering FlowSeiren (3569) | Synthetic…Smartkarma Daily BriefsSeptember 12, 2024
Daily BriefsJapan Daily Brief Japan: Seven & I Holdings, CELSYS, Joban Kosan, Descente Ltd, TSE Tokyo Price Index TOPIX, CYND, Yuke’s Co Ltd, Poletowin Pitcrew Holdings and more In today’s briefing: Seven & I Holdings (3382 JP): State of PlayTOPIX Inclusions: Who Is…Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsJapan Daily Brief Japan: Seven & I Holdings, Terumo Corp, Advantest Corp and more In today’s briefing: 7&I Rejects ACT's Bid As Too Low, Not Worth Discussing, ACT Whines,…Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsJapan Daily Brief Japan: Shinko Electric Industries, TSE Tokyo Price Index TOPIX and more In today’s briefing: Merger Arb Mondays (09 Sep) - Shinko, Fuji Soft, Pasco, GA Pack,…Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsJapan Daily Brief Japan: Seven & I Holdings, Fuji Soft Inc and more In today’s briefing: (Mostly) Asia-Pac M&A: Seven & I, Virgin Money, PSC Insurance, Rex Minerals,…Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX and more In today’s briefing: While Raising Profit Margin Isn't Easy, the Focus Is on Reducing Policy-Shares…Smartkarma Daily BriefsSeptember 7, 2024
Daily BriefsMacro Daily Brief Macro: US: Harris Wins the Presidential Debate Hands Down and more In today’s briefing: US: Harris Wins the Presidential Debate Hands Down, but Impact on Race…Smartkarma Daily BriefsSeptember 12, 2024
Daily BriefsMacro Daily Brief Macro: [Rubber and more In today’s briefing: Typhoon Triggered Defaults Nudged Rubber Spot Prices and SHFE Futures UpWeek at…Smartkarma Daily BriefsSeptember 11, 2024
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Daily BriefsMacro Daily Brief Macro: Don’t Shoot the Piano Player and more In today’s briefing: Don't Shoot the Piano PlayerHow to Trade the Seasonal WeaknessUS Political Backdrop…Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsMacro Daily Brief Macro: JAPAN: No Lifeguard on Duty and more In today’s briefing: JAPAN: No Lifeguard on Duty, Swim at Your Own RiskSector Leadership Review:…Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsMacro Daily Brief Macro: Walker’s Weekly: Dr. Jim’s Summary of Key Global Macro Developments – 6 Sep 2024 and more In today’s briefing: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 6…Smartkarma Daily BriefsSeptember 7, 2024
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