Daily BriefsMost Read Most Read: SenseTime Group, Alibaba Group, SK Telecom, Semirara Mining And Power Corp, Yashili International Holdings, Meituan, China Vast Industrial Urban Development, Genex Power Ltd, Ramsay Health Care and more In today’s briefing: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows NextLast…Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsMost Read Most Read: Alibaba Group, Tongwei Co Ltd A, China Education Group, Amber Enterprises India, MACA Ltd, Bank of Kyoto, SK Telecom and more In today’s briefing: Alibaba (9988 HK): Dual Primary Listing ImplicationsFTSE China A50 Index Rebalance: Three…Smartkarma Daily BriefsJuly 31, 2022
Daily BriefsMost Read Most Read: Alibaba Group, Sayona Mining, Bank Jago Tbk PT, LG Energy Solution, SK Hynix, Powerchip Semiconductor Manufacturing Corp, Advantest Corp, Luzhou Laojiao Co Ltd A, BFI Finance Indonesia, Renesas Electronics and more In today’s briefing: Alibaba (9988 HK): Dual Primary Listing ImplicationsS&P/ASX Index Rebalance Preview: Busy Rebalance…Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsMost Read Most Read: Yancoal Australia, Canon Inc, SK Telecom, Rakus Co Ltd, SK Hynix, Australian Unity Office Fund, MACA Ltd, Shin Etsu Chemical, Manila Electric Company, Powerchip Semiconductor Manufacturing Corp and more In today’s briefing: Yancoal Australia Placement - Cleanup Sale by Glencore Now the Ball Is…Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsMost Read Most Read: Alibaba Group, Alibaba (ADR), Chugai Pharmaceutical, Eastroc Beverage Group, KakaoBank, Yancoal Australia, Canon Inc, Rakus Co Ltd, LG Energy Solution and more In today’s briefing: Alibaba (9988 HK): Dual Primary Listing ImplicationsAlibaba to Pursue Dual Primary Listing…Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsMost Read Most Read: Alibaba Group, Gcl Poly Energy Holdings Limited, Sayona Mining, Alibaba (ADR), Bank Jago Tbk PT, CIMC Vehicle Group Co Ltd, PT Metrodata Electronics, Eastroc Beverage Group, MACA Ltd and more In today’s briefing: Alibaba (9988 HK): Dual Primary Listing ImplicationsMSCI August 2022 Index Rebalance Preview:…Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: Last Week in Event SPACE: Mapletree and more In today’s briefing: Last Week in Event SPACE: Mapletree, Alibaba, Australian Unity OfficeIndex Rebalance &…Smartkarma Daily BriefsJuly 31, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: Advantest (6857) – Strong SoC Sales and more In today’s briefing: Advantest (6857) - Strong SoC Sales, Record Profits, Bullish Guidance, and a…Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: Revised Rules on Short Selling Restriction in Korea: Effective 3Q This Year and more In today’s briefing: Revised Rules on Short Selling Restriction in Korea: Effective 3Q This YearShin-Etsu…Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: TOPIX July Rebalance: Good Performance and more In today’s briefing: TOPIX July Rebalance: Good Performance, Low Progression, Should Trade Right WayYancoal Australia…Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: Alibaba to Pursue Dual Primary Listing in HK – Impact on Stock Connect and more In today’s briefing: Alibaba to Pursue Dual Primary Listing in HK - Impact on Stock…Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: Large Potential S-REIT Flows in the Next Two Weeks and more In today’s briefing: Large Potential S-REIT Flows in the Next Two WeeksAlibaba (9988 HK): Dual…Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsECM Daily Brief ECM: Manila Electric Block – Selldown by One of the Largest Shareholders and more In today’s briefing: Manila Electric Block - Selldown by One of the Largest ShareholdersPSMC Placement…Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsECM Daily Brief ECM: WCP Delays IPO and more In today’s briefing: WCP Delays IPOSula Vineyards Pre-IPO TearsheetDigital Turbine Inc.: Initiation of Coverage –…Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsECM Daily Brief ECM: Legend Biotech Follow-On – A Little Opportunistic. Last Deal Did Well and more In today’s briefing: Legend Biotech Follow-On - A Little Opportunistic. Last Deal Did Well, After…Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsECM Daily Brief ECM: Gotion High Tech GDR Listing – Recent GDRs Have Seen Narrowing Discounts and more In today’s briefing: Gotion High Tech GDR Listing - Recent GDRs Have Seen Narrowing DiscountsGEM…Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsECM Daily Brief ECM: Weekly Deals Digest (24 Jul): Thai Life and more In today’s briefing: Weekly Deals Digest (24 Jul): Thai Life, Bharat FIH, Link, DTAC/True, Pendal,…Smartkarma Daily BriefsJuly 25, 2022
Daily BriefsECM Daily Brief ECM: ECM Weekly (24th Jul 2022) – ANZ and more In today’s briefing: ECM Weekly (24th Jul 2022) - ANZ, Zomato, LG Energy, Xtep, SoCar,…Smartkarma Daily BriefsJuly 24, 2022
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: VA Tech Wabag |a Meta Analysis and more In today’s briefing: VA Tech Wabag |a Meta AnalysisKaveri Seeds- Forensic AnalysisChina Banks – Stick…Smartkarma Daily BriefsJuly 31, 2022
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: BFI Finance Indonesia (BFIN IJ) – Pole Position in Multifinance and more In today’s briefing: BFI Finance Indonesia (BFIN IJ) - Pole Position in MultifinanceAmber Enterprises India…Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Beverage: Baijiu – The Most Addictive & Profitable Alcoholic Beverage in This Planet? and more In today’s briefing: China Beverage: Baijiu - The Most Addictive & Profitable Alcoholic Beverage in…Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba Dual-Primary-Listing: An Opportunity to Raise Money Without A Trouble Alert and more In 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-Up Daily Brief Equity Bottom-Up: Smartkarma Corporate Webinar | Metrodata Electronics: Rising with the Digital Tide and more In today’s briefing: Smartkarma Corporate Webinar | Metrodata Electronics: Rising with the Digital TideHDFC Bank:…Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsEquity Bottom-Up Daily 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/Internet Daily Brief TMT/Internet: Advantest Corp, Russell 2000 Index, Softbank Group, Wemade Co., Ltd., DailyHunt, KDDI Corp, MongoDB Inc, Dropbox Inc, Akamai Technologies and more In today’s briefing: Advantest (6857) - Strong SoC Sales, Record Profits, Bullish Guidance, and a…Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: SK Hynix, Powerchip Semiconductor Manufacturing Corp, Microsoft Corp, Servicenow Inc, KPIT Technologies, Arista Networks, Netgear Inc, Renesas Electronics, Iridium Communications, CloudFlare and more In today’s briefing: Revised Rules on Short Selling Restriction in Korea: Effective 3Q This YearPSMC…Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Canon Inc, Mercari Inc, Rakus Co Ltd, 21Vianet Group, Softbank Corp, FirstCry, SK Telecom, Alibaba Health Information Technology, Digital Turbine, Tencent and more In today’s briefing: TOPIX July Rebalance: Flows at the Close TodayMercari (4385) | We Were…Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Alibaba (ADR), PC Partner, CARS24, Plus Digital Technologies, Fidelity National Info Serv, Jabil Circuit, Viavi Solutions and more In today’s briefing: Alibaba to Pursue Dual Primary Listing in HK - Impact on Stock…Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Duolingo and more In today’s briefing: Duolingo: Now, Available In China. Plenty of Positives and Strong Operating Metrics…Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Gcl Poly Energy Holdings Limited, Total Access Communication and more In today’s briefing: MSCI August 2022 Index Rebalance Preview: The Last QIR!Merger Arb Mondays (25…Smartkarma Daily BriefsJuly 25, 2022
ChinaDaily Briefs Daily Brief China: Alibaba Group, China Construction Bank H, Country Garden Holdings Co and more In today’s briefing: Last Week in Event SPACE: Mapletree, Alibaba, Australian Unity OfficeChina Banks –…Smartkarma Daily BriefsJuly 31, 2022
ChinaDaily Briefs Daily Brief China: Agile Property Holdings, Cryofocus Medtech (Shanghai), Kwg Property Holding and more In today’s briefing: Chinese Property Weekly - 29 July 2022 - Lucror AnalyticsChinese Property Weekly…Smartkarma Daily BriefsJuly 30, 2022
ChinaDaily Briefs Daily Brief China: Luzhou Laojiao Co Ltd A, Pacific Basin Shipping, Growatt Technology, Kwg Property Holding and more In today’s briefing: China Beverage: Baijiu - The Most Addictive & Profitable Alcoholic Beverage in…Smartkarma Daily BriefsJuly 29, 2022
ChinaDaily Briefs Daily Brief China: Alibaba Group, 21Vianet Group, Country Garden Holdings Co, Alibaba Health Information Technology, Digital Turbine, ABM Investama, Micro-Tech Nanjing Co Ltd, Tencent, Concord Healthcare Group and more In today’s briefing: Alibaba Dual-Primary-Listing: An Opportunity to Raise Money Without A Trouble AlertVNET Draws…Smartkarma Daily BriefsJuly 28, 2022
ChinaDaily Briefs Daily Brief China: Alibaba (ADR), CIMC Vehicle Group Co Ltd, Eastroc Beverage Group, PC Partner, Legend Biotech Corp, China Education Group, Plus Digital Technologies, Sihuan Pharmaceutical Hldgs, Jabil Circuit, Fidelity National Info Serv and more In today’s briefing: Alibaba to Pursue Dual Primary Listing in HK - Impact on Stock…Smartkarma Daily BriefsJuly 27, 2022
ChinaDaily Briefs Daily Brief China: Alibaba Group, Gotion High-Tech Co Ltd, Gem Co Ltd A, Pop Mart International Group Limited, Shenzhen Pagoda Industrial, Pharmaron Beijing Co Ltd-H, Onewo Space-Tech, Honghua Group and more In today’s briefing: Alibaba (9988 HK): Dual Primary Listing ImplicationsGotion High Tech GDR Listing -…Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsJapan Daily Brief Japan: Honda Tsushin Kogyo, iShares MSCI ACWI ETF, Tokyo Stock Exchange Tokyo Price Index Topix, Lasertec Corp and more In today’s briefing: Minebea Mitsumi Tender for Honda Tsushin Kogyo (6826)Europe, MSCI ACWI Bullish Downtrend…Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsJapan Daily Brief Japan: SCREEN Holdings and more In today’s briefing: Screen Holdings (7735 JP): Weakness Not Necessarily Discounted Screen Holdings (7735 JP):…Smartkarma Daily BriefsJuly 31, 2022
Daily BriefsJapan Daily Brief Japan: Advantest Corp, Softbank Group, KDDI Corp, ZOZO Inc, Takeda Pharmaceutical, Bank of Kyoto and more In today’s briefing: Advantest (6857) - Strong SoC Sales, Record Profits, Bullish Guidance, and a…Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsJapan Daily Brief Japan: Shin Etsu Chemical, MonotaRO Co Ltd, Japan Tobacco, M3 Inc, CyberAgent Inc, Isetan Mitsukoshi Holdings Ltd, Renesas Electronics and more In today’s briefing: Shin-Etsu Chemical (4063 JP) Salutary Earnings, Conservative Forecasts, and Another BuybackMonotaRO (3064)…Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsJapan Daily Brief Japan: Chugai Pharmaceutical, Mercari Inc, Canon Inc, Rakus Co Ltd, Softbank Corp, Otsuka Holdings, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: TOPIX July Rebalance: Good Performance, Low Progression, Should Trade Right WayMercari (4385)…Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsJapan Daily Brief Japan: Shimano Inc, W Scope Corp, Terumo Corp, Nitori Holdings and more In today’s briefing: Shimano (7309) | Join the RaceW Scope (6619): Don't Sell Too EarlyTerumo…Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsMacro Daily Brief Macro: CX Daily: Weeks After Hong Kong Offering and more In today’s briefing: CX Daily: Weeks After Hong Kong Offering, Miniso Shares Tank on Short-Seller…Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsMacro Daily Brief Macro: Infrastructure Development in Asia: A Reset on the Horizon and more In today’s briefing: Infrastructure Development in Asia: A Reset on the Horizon"V" For ? Thoughts…Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsMacro Daily Brief Macro: Indonesia: Bumper Trade Surplus and FDI Inflows Undergird IDR and more In today’s briefing: Indonesia: Bumper Trade Surplus and FDI Inflows Undergird IDRMalaysia: Still Little Chance…Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsMacro Daily Brief Macro: Lower Corporate Tax Rate in Korea Could Be an Extra Alpha Kicker and more In today’s briefing: Lower Corporate Tax Rate in Korea Could Be an Extra Alpha KickerThe…Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsMacro Daily Brief Macro: A Powerful New Bull? Don’t Bet On It! and more In today’s briefing: A Powerful New Bull? Don't Bet On It!The Secret Lives of Corporate…Smartkarma Daily BriefsJuly 25, 2022
Daily BriefsMacro Daily Brief Macro: Global Monetary Tightening Gathers Pace as US Inflation Raises the Ante on the Fed and more In today’s briefing: Global Monetary Tightening Gathers Pace as US Inflation Raises the Ante on…Smartkarma Daily BriefsJuly 24, 2022
Daily BriefsMost Read Most Read: SenseTime Group, Alibaba Group, SK Telecom, Semirara Mining And Power Corp, Yashili International Holdings, Meituan, China Vast Industrial Urban Development, Genex Power Ltd, Ramsay Health Care and more In today’s briefing: SenseTime (20 HK): Lock-Up Expiry Done; Stock Connect Done; Passive Inflows NextLast…Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsMost Read Most Read: Alibaba Group, Tongwei Co Ltd A, China Education Group, Amber Enterprises India, MACA Ltd, Bank of Kyoto, SK Telecom and more In today’s briefing: Alibaba (9988 HK): Dual Primary Listing ImplicationsFTSE China A50 Index Rebalance: Three…Smartkarma Daily BriefsJuly 31, 2022
Daily BriefsMost Read Most Read: Alibaba Group, Sayona Mining, Bank Jago Tbk PT, LG Energy Solution, SK Hynix, Powerchip Semiconductor Manufacturing Corp, Advantest Corp, Luzhou Laojiao Co Ltd A, BFI Finance Indonesia, Renesas Electronics and more In today’s briefing: Alibaba (9988 HK): Dual Primary Listing ImplicationsS&P/ASX Index Rebalance Preview: Busy Rebalance…Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsMost Read Most Read: Yancoal Australia, Canon Inc, SK Telecom, Rakus Co Ltd, SK Hynix, Australian Unity Office Fund, MACA Ltd, Shin Etsu Chemical, Manila Electric Company, Powerchip Semiconductor Manufacturing Corp and more In today’s briefing: Yancoal Australia Placement - Cleanup Sale by Glencore Now the Ball Is…Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsMost Read Most Read: Alibaba Group, Alibaba (ADR), Chugai Pharmaceutical, Eastroc Beverage Group, KakaoBank, Yancoal Australia, Canon Inc, Rakus Co Ltd, LG Energy Solution and more In today’s briefing: Alibaba (9988 HK): Dual Primary Listing ImplicationsAlibaba to Pursue Dual Primary Listing…Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsMost Read Most Read: Alibaba Group, Gcl Poly Energy Holdings Limited, Sayona Mining, Alibaba (ADR), Bank Jago Tbk PT, CIMC Vehicle Group Co Ltd, PT Metrodata Electronics, Eastroc Beverage Group, MACA Ltd and more In today’s briefing: Alibaba (9988 HK): Dual Primary Listing ImplicationsMSCI August 2022 Index Rebalance Preview:…Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: Last Week in Event SPACE: Mapletree and more In today’s briefing: Last Week in Event SPACE: Mapletree, Alibaba, Australian Unity OfficeIndex Rebalance &…Smartkarma Daily BriefsJuly 31, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: Advantest (6857) – Strong SoC Sales and more In today’s briefing: Advantest (6857) - Strong SoC Sales, Record Profits, Bullish Guidance, and a…Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: Revised Rules on Short Selling Restriction in Korea: Effective 3Q This Year and more In today’s briefing: Revised Rules on Short Selling Restriction in Korea: Effective 3Q This YearShin-Etsu…Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: TOPIX July Rebalance: Good Performance and more In today’s briefing: TOPIX July Rebalance: Good Performance, Low Progression, Should Trade Right WayYancoal Australia…Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: Alibaba to Pursue Dual Primary Listing in HK – Impact on Stock Connect and more In today’s briefing: Alibaba to Pursue Dual Primary Listing in HK - Impact on Stock…Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsEvent-Driven Daily Brief Event-Driven: Large Potential S-REIT Flows in the Next Two Weeks and more In today’s briefing: Large Potential S-REIT Flows in the Next Two WeeksAlibaba (9988 HK): Dual…Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsECM Daily Brief ECM: Manila Electric Block – Selldown by One of the Largest Shareholders and more In today’s briefing: Manila Electric Block - Selldown by One of the Largest ShareholdersPSMC Placement…Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsECM Daily Brief ECM: WCP Delays IPO and more In today’s briefing: WCP Delays IPOSula Vineyards Pre-IPO TearsheetDigital Turbine Inc.: Initiation of Coverage –…Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsECM Daily Brief ECM: Legend Biotech Follow-On – A Little Opportunistic. Last Deal Did Well and more In today’s briefing: Legend Biotech Follow-On - A Little Opportunistic. Last Deal Did Well, After…Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsECM Daily Brief ECM: Gotion High Tech GDR Listing – Recent GDRs Have Seen Narrowing Discounts and more In today’s briefing: Gotion High Tech GDR Listing - Recent GDRs Have Seen Narrowing DiscountsGEM…Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsECM Daily Brief ECM: Weekly Deals Digest (24 Jul): Thai Life and more In today’s briefing: Weekly Deals Digest (24 Jul): Thai Life, Bharat FIH, Link, DTAC/True, Pendal,…Smartkarma Daily BriefsJuly 25, 2022
Daily BriefsECM Daily Brief ECM: ECM Weekly (24th Jul 2022) – ANZ and more In today’s briefing: ECM Weekly (24th Jul 2022) - ANZ, Zomato, LG Energy, Xtep, SoCar,…Smartkarma Daily BriefsJuly 24, 2022
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: VA Tech Wabag |a Meta Analysis and more In today’s briefing: VA Tech Wabag |a Meta AnalysisKaveri Seeds- Forensic AnalysisChina Banks – Stick…Smartkarma Daily BriefsJuly 31, 2022
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: BFI Finance Indonesia (BFIN IJ) – Pole Position in Multifinance and more In today’s briefing: BFI Finance Indonesia (BFIN IJ) - Pole Position in MultifinanceAmber Enterprises India…Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: China Beverage: Baijiu – The Most Addictive & Profitable Alcoholic Beverage in This Planet? and more In today’s briefing: China Beverage: Baijiu - The Most Addictive & Profitable Alcoholic Beverage in…Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Alibaba Dual-Primary-Listing: An Opportunity to Raise Money Without A Trouble Alert and more In 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-Up Daily Brief Equity Bottom-Up: Smartkarma Corporate Webinar | Metrodata Electronics: Rising with the Digital Tide and more In today’s briefing: Smartkarma Corporate Webinar | Metrodata Electronics: Rising with the Digital TideHDFC Bank:…Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsEquity Bottom-Up Daily 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/Internet Daily Brief TMT/Internet: Advantest Corp, Russell 2000 Index, Softbank Group, Wemade Co., Ltd., DailyHunt, KDDI Corp, MongoDB Inc, Dropbox Inc, Akamai Technologies and more In today’s briefing: Advantest (6857) - Strong SoC Sales, Record Profits, Bullish Guidance, and a…Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: SK Hynix, Powerchip Semiconductor Manufacturing Corp, Microsoft Corp, Servicenow Inc, KPIT Technologies, Arista Networks, Netgear Inc, Renesas Electronics, Iridium Communications, CloudFlare and more In today’s briefing: Revised Rules on Short Selling Restriction in Korea: Effective 3Q This YearPSMC…Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Canon Inc, Mercari Inc, Rakus Co Ltd, 21Vianet Group, Softbank Corp, FirstCry, SK Telecom, Alibaba Health Information Technology, Digital Turbine, Tencent and more In today’s briefing: TOPIX July Rebalance: Flows at the Close TodayMercari (4385) | We Were…Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Alibaba (ADR), PC Partner, CARS24, Plus Digital Technologies, Fidelity National Info Serv, Jabil Circuit, Viavi Solutions and more In today’s briefing: Alibaba to Pursue Dual Primary Listing in HK - Impact on Stock…Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Duolingo and more In today’s briefing: Duolingo: Now, Available In China. Plenty of Positives and Strong Operating Metrics…Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Gcl Poly Energy Holdings Limited, Total Access Communication and more In today’s briefing: MSCI August 2022 Index Rebalance Preview: The Last QIR!Merger Arb Mondays (25…Smartkarma Daily BriefsJuly 25, 2022
ChinaDaily Briefs Daily Brief China: Alibaba Group, China Construction Bank H, Country Garden Holdings Co and more In today’s briefing: Last Week in Event SPACE: Mapletree, Alibaba, Australian Unity OfficeChina Banks –…Smartkarma Daily BriefsJuly 31, 2022
ChinaDaily Briefs Daily Brief China: Agile Property Holdings, Cryofocus Medtech (Shanghai), Kwg Property Holding and more In today’s briefing: Chinese Property Weekly - 29 July 2022 - Lucror AnalyticsChinese Property Weekly…Smartkarma Daily BriefsJuly 30, 2022
ChinaDaily Briefs Daily Brief China: Luzhou Laojiao Co Ltd A, Pacific Basin Shipping, Growatt Technology, Kwg Property Holding and more In today’s briefing: China Beverage: Baijiu - The Most Addictive & Profitable Alcoholic Beverage in…Smartkarma Daily BriefsJuly 29, 2022
ChinaDaily Briefs Daily Brief China: Alibaba Group, 21Vianet Group, Country Garden Holdings Co, Alibaba Health Information Technology, Digital Turbine, ABM Investama, Micro-Tech Nanjing Co Ltd, Tencent, Concord Healthcare Group and more In today’s briefing: Alibaba Dual-Primary-Listing: An Opportunity to Raise Money Without A Trouble AlertVNET Draws…Smartkarma Daily BriefsJuly 28, 2022
ChinaDaily Briefs Daily Brief China: Alibaba (ADR), CIMC Vehicle Group Co Ltd, Eastroc Beverage Group, PC Partner, Legend Biotech Corp, China Education Group, Plus Digital Technologies, Sihuan Pharmaceutical Hldgs, Jabil Circuit, Fidelity National Info Serv and more In today’s briefing: Alibaba to Pursue Dual Primary Listing in HK - Impact on Stock…Smartkarma Daily BriefsJuly 27, 2022
ChinaDaily Briefs Daily Brief China: Alibaba Group, Gotion High-Tech Co Ltd, Gem Co Ltd A, Pop Mart International Group Limited, Shenzhen Pagoda Industrial, Pharmaron Beijing Co Ltd-H, Onewo Space-Tech, Honghua Group and more In today’s briefing: Alibaba (9988 HK): Dual Primary Listing ImplicationsGotion High Tech GDR Listing -…Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsJapan Daily Brief Japan: Honda Tsushin Kogyo, iShares MSCI ACWI ETF, Tokyo Stock Exchange Tokyo Price Index Topix, Lasertec Corp and more In today’s briefing: Minebea Mitsumi Tender for Honda Tsushin Kogyo (6826)Europe, MSCI ACWI Bullish Downtrend…Smartkarma Daily BriefsAugust 1, 2022
Daily BriefsJapan Daily Brief Japan: SCREEN Holdings and more In today’s briefing: Screen Holdings (7735 JP): Weakness Not Necessarily Discounted Screen Holdings (7735 JP):…Smartkarma Daily BriefsJuly 31, 2022
Daily BriefsJapan Daily Brief Japan: Advantest Corp, Softbank Group, KDDI Corp, ZOZO Inc, Takeda Pharmaceutical, Bank of Kyoto and more In today’s briefing: Advantest (6857) - Strong SoC Sales, Record Profits, Bullish Guidance, and a…Smartkarma Daily BriefsJuly 30, 2022
Daily BriefsJapan Daily Brief Japan: Shin Etsu Chemical, MonotaRO Co Ltd, Japan Tobacco, M3 Inc, CyberAgent Inc, Isetan Mitsukoshi Holdings Ltd, Renesas Electronics and more In today’s briefing: Shin-Etsu Chemical (4063 JP) Salutary Earnings, Conservative Forecasts, and Another BuybackMonotaRO (3064)…Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsJapan Daily Brief Japan: Chugai Pharmaceutical, Mercari Inc, Canon Inc, Rakus Co Ltd, Softbank Corp, Otsuka Holdings, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: TOPIX July Rebalance: Good Performance, Low Progression, Should Trade Right WayMercari (4385)…Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsJapan Daily Brief Japan: Shimano Inc, W Scope Corp, Terumo Corp, Nitori Holdings and more In today’s briefing: Shimano (7309) | Join the RaceW Scope (6619): Don't Sell Too EarlyTerumo…Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsMacro Daily Brief Macro: CX Daily: Weeks After Hong Kong Offering and more In today’s briefing: CX Daily: Weeks After Hong Kong Offering, Miniso Shares Tank on Short-Seller…Smartkarma Daily BriefsJuly 29, 2022
Daily BriefsMacro Daily Brief Macro: Infrastructure Development in Asia: A Reset on the Horizon and more In today’s briefing: Infrastructure Development in Asia: A Reset on the Horizon"V" For ? Thoughts…Smartkarma Daily BriefsJuly 28, 2022
Daily BriefsMacro Daily Brief Macro: Indonesia: Bumper Trade Surplus and FDI Inflows Undergird IDR and more In today’s briefing: Indonesia: Bumper Trade Surplus and FDI Inflows Undergird IDRMalaysia: Still Little Chance…Smartkarma Daily BriefsJuly 27, 2022
Daily BriefsMacro Daily Brief Macro: Lower Corporate Tax Rate in Korea Could Be an Extra Alpha Kicker and more In today’s briefing: Lower Corporate Tax Rate in Korea Could Be an Extra Alpha KickerThe…Smartkarma Daily BriefsJuly 26, 2022
Daily BriefsMacro Daily Brief Macro: A Powerful New Bull? Don’t Bet On It! and more In today’s briefing: A Powerful New Bull? Don't Bet On It!The Secret Lives of Corporate…Smartkarma Daily BriefsJuly 25, 2022
Daily BriefsMacro Daily Brief Macro: Global Monetary Tightening Gathers Pace as US Inflation Raises the Ante on the Fed and more In today’s briefing: Global Monetary Tightening Gathers Pace as US Inflation Raises the Ante on…Smartkarma Daily BriefsJuly 24, 2022