Daily BriefsMost Read Most Read: Invocare Ltd, Toshiba Corp, Rakuten Bank, Toyota Industries, DGB Financial Group, Beijing Kunlun Tech, Estia Health and more In today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsMost Read Most Read: Toshiba Corp, Em Tech Co Ltd, Page Industries, YFY Inc, Rebellions, KT Corp, Toyota Industries and more In today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsMost Read Most Read: Toshiba Corp, Rakuten Bank, Rakuten, Hindustan Aeronautics Ltd, Samsung Sds, Page Industries, Em Tech Co Ltd and more In today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsMost Read Most Read: Tokyo Stock Exchange Tokyo Price Index Topix, S.M.Entertainment Co, Bellevue Gold, Rakuten, Indus Towers, Rakuten Bank, Sumitomo Mitsui Financial Group, Osstem Implant, ASICS Corp and more In today’s briefing: The BIG March 2023 "Wednesday Thursday Trade"S.M. Entertainment: Proration MusingsS&P/ASX Index Rebalance…Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsMost Read Most Read: Meituan, Tokyo Stock Exchange Tokyo Price Index Topix, Hanwha Aerospace, Seoul Broadcasting System, China Telecom, S.M.Entertainment Co, Bellevue Gold, Ace Technologies, PT Trimegah Bangun Persada Tbk (Harita Nickel) and more In today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekThe…Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsMost Read Most Read: Meituan, Seoul Broadcasting System, China Telecom, SK Telecom, Kakao Pay, Toshiba Corp, Healius, Golden Energy & Resources, Hanwha Aerospace, Empyrean Technology and more In today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekKorean…Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Toshiba – Thoughts On The Tender Opinion and more In today’s briefing: Toshiba – Thoughts On The Tender OpinionAssessing KT's MSCI Re-Inclusion in May…Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Toshiba Board to Shareholders: “Yes and more In today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Rakuten Bank (5838 JP) IPO: Listing in April and more In today’s briefing: Rakuten Bank (5838 JP) IPO: Listing in April, TPX Inclusion in May,…Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: The BIG March 2023 “Wednesday Thursday Trade” and more In today’s briefing: The BIG March 2023 "Wednesday Thursday Trade"S.M. Entertainment: Proration MusingsS&P/ASX Index Rebalance…Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Korean Government’s Official Statement on Foreign Ownership Limits & The Names Still to Watch and more In today’s briefing: Korean Government’s Official Statement on Foreign Ownership Limits & The Names Still…Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Meituan (3690 HK) – US$16bn of Shares To Be Delivered This Week and more In today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekGolden…Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsECM Daily Brief ECM: Syngenta IPO: The Investment Case and more In today’s briefing: Syngenta IPO: The Investment CaseCintas Corporation: Initiation of Coverage – Key Offerings…Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsECM Daily Brief ECM: Rakuten Bank IPO – Recent Filings Updates and Quick Thoughts on Valuation and more In today’s briefing: Rakuten Bank IPO - Recent Filings Updates and Quick Thoughts on ValuationHindustan…Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsECM Daily Brief ECM: National Storage REIT Placement – Past Deals Have Done Well but Stock Looks Toppish and more In today’s briefing: National Storage REIT Placement - Past Deals Have Done Well but Stock…Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsECM Daily Brief ECM: Harita Nickel IPO: Valuation Insights and more In today’s briefing: Harita Nickel IPO: Valuation InsightsGenerac Holdings Inc.: Initiation of Coverage – Acquisition-Led…Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsECM Daily Brief ECM: Trial Holdings Pre-IPO – Peer Comparison – Leading in Growth and more In today’s briefing: Trial Holdings Pre-IPO - Peer Comparison - Leading in Growth, Lagging in…Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsECM Daily Brief ECM: Harita Nickel IPO Peer Comparison – Seems to Be More Reliant on Lygend and more In today’s briefing: Harita Nickel IPO Peer Comparison - Seems to Be More Reliant on…Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TRACKING TRAFFIC / Container Shipping: End of the Rollercoaster Ride and more In today’s briefing: TRACKING TRAFFIC / Container Shipping: End of the Rollercoaster RideJD Health: Lower…Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: GoTo (GOTO IJ) – A Transient State and more In today’s briefing: GoTo (GOTO IJ) - A Transient StateOisix Hit as People Return to…Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Japan Banks: Markets Overreact to SVB’s Collapse and more In today’s briefing: Japan Banks: Markets Overreact to SVB’s CollapseASICS (7936) | Running Is Recession…Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: 1373 HK: Value Play 8x PE and more In today’s briefing: 1373 HK: Value Play 8x PE, Dividend Yield ~10%, 20% of Mkt…Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Del Monte Pacific: Interest Costs Weigh On Financials and more In today’s briefing: Del Monte Pacific: Interest Costs Weigh On FinancialsSHK 86_HK: Dividend Yield 8%,…Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Short Note: Position for Upcoming Banking Crisis and more In today’s briefing: Short Note: Position for Upcoming Banking Crisis, BUY Hong Kong & China…Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: KT Corp, MTN Group Ltd, Qualcomm Inc, Ubiquiti Inc. and more In today’s briefing: Assessing KT's MSCI Re-Inclusion in May QCIR with Foreign Room Finally Hitting…Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Samsung Sds, Em Tech Co Ltd, Rebellions, GoTo, Tong Hsing Electronic Industries Ltd, Taiwan Semiconductor (TSMC), Tencent, WOM, Qlub and more In today’s briefing: KOSPI 200 Flow Trading: Those Subject to a Significant Float Rate ChangeKOSDAQ150…Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Kuaishou Technology, LG CNS, Kingsoft Corp, Tongcheng-Elong Holdings Ltd, Rover Group, Carly Holdings, Boku Inc and more In today’s briefing: Tencent 331 Support PressureKuaishou (1024 HK) 4Q22 Earnings Preview: Weak Growth, But…Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, GoTo, Indus Towers, Vantage Towers, JOYY and more In today’s briefing: Taiwan Tech Weekly: Nvidia's Latest Strategy Unveil Tonight; AUO Says PC Panel…Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Meituan, Tencent, Megvii Technology, Ace Technologies, SmartMore Technology, Asustek Computer, Cisco Systems and more In today’s briefing: Meituan Tactical Slide into Our Buy ZoneMeituan (3690 HK) Earnings Preview: Less…Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Meituan, Alibaba (ADR), SK Telecom, China Telecom, Empyrean Technology, KE Holdings Inc, NetEase Inc, CommsChoice Group Ltd and more In today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekECM…Smartkarma Daily BriefsMarch 20, 2023
ChinaDaily Briefs Daily Brief China: JD Health, First Pacific Co, Inner Mongolia Yili Industrial Group (A) and more In today’s briefing: JD Health: Lower Margin Direct Sales Biz Weighs Down ProfitabilityWeekly Wrap -…Smartkarma Daily BriefsMarch 25, 2023
ChinaDaily Briefs Daily Brief China: Evergrande, Xinjiang Goldwind Science & Technology, China Huarong Asset Management, XPeng, CSPC Pharmaceutical Group, Tencent, WuXi AppTec Co. Ltd., Wharf Holdings, China Life Insurance, Road King Infrastructure and more In today’s briefing: Chinese Developers’ Overview - Shift in Sentiment but a Few Still Needs…Smartkarma Daily BriefsMarch 24, 2023
ChinaDaily Briefs Daily Brief China: Tencent, Kuaishou Technology, Wharf Real Estate Investment, Kingsoft Corp, CSPC Pharmaceutical Group, Jiangnan, Tongcheng-Elong Holdings Ltd, Tencent Music and more In today’s briefing: Tencent 331 Support PressureKuaishou (1024 HK) 4Q22 Earnings Preview: Weak Growth, But…Smartkarma Daily BriefsMarch 23, 2023
ChinaDaily Briefs Daily Brief China: International Housewares Retail, Pinduoduo, Taste Gourmet, Fu Shou Yuan, Vedanta Resources, Growatt Technology, Onewo, JOYY and more In today’s briefing: 1373 HK: Value Play 8x PE, Dividend Yield ~10%, 20% of Mkt…Smartkarma Daily BriefsMarch 22, 2023
ChinaDaily Briefs Daily Brief China: Sun Hung Kai &, Meituan, Tencent, Megvii Technology, Fu Shou Yuan, Pinduoduo, SmartMore Technology, Melco Resorts & Entertainment, Xpeng and more In today’s briefing: SHK 86_HK: Dividend Yield 8%, P/E 2.0x, P/B 0.27xMeituan Tactical Slide into…Smartkarma Daily BriefsMarch 21, 2023
ChinaDaily Briefs Daily Brief China: Meituan, New World Development, Alibaba (ADR), China Telecom, Empyrean Technology, Air China Ltd (H), KE Holdings Inc, Times China, Akeso Biopharma Inc, ZTO Express and more In today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekShort…Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsJapan Daily Brief Japan: Toshiba Corp, Rakuten Bank, Rakuten, Oisix ra daichi, Samantha Thavasa Japan, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsJapan Daily Brief Japan: Rakuten, Rakuten Bank, Sumitomo Mitsui Financial Group, ASICS Corp, Nikkei 225 and more In today’s briefing: Rakuten Bank (5838 JP) IPO: Listing in April, TPX Inclusion in May,…Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsJapan Daily Brief Japan: Tokyo Stock Exchange Tokyo Price Index Topix, Mitsubishi Motors and more In today’s briefing: The BIG March 2023 "Wednesday Thursday Trade"Mitsubishi Motors (7211) | Modelling the…Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsJapan Daily Brief Japan: Trial Holdings, SCREEN Holdings, Takeda Pharmaceutical, Fast Retailing and more In today’s briefing: Trial Holdings Pre-IPO - Peer Comparison - Leading in Growth, Lagging in…Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsJapan Daily Brief Japan: Toshiba Corp, Japan Post Holdings, Recruit Holdings, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: Merger Arb Mondays (20 Mar) - Toshiba, AAG Energy, Tyro, Newcrest, InvoCare,…Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsJapan Daily Brief Japan: Toshiba Corp and more In today’s briefing: Last Week in Event SPACE: Japan Post Bank, S.M Entertainment, Toshiba, Link…Smartkarma Daily BriefsMarch 19, 2023
Daily BriefsMacro Daily Brief Macro: The Chinese Subscription Plan and more In today’s briefing: The Chinese Subscription PlanMoney Watch: Is the BTFP Just Another Form of…Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsMacro Daily Brief Macro: Smartkarma Webinar | Money Growth Leads to Inflation and more In today’s briefing: Smartkarma Webinar | Money Growth Leads to InflationBoE: Staying the CourseAn Evidence-Based…Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsMacro Daily Brief Macro: Equity Watch: Fire-Sale or Outright Fire in US Bank Stocks and more In today’s briefing: Equity Watch: Fire-Sale or Outright Fire in US Bank StocksUS: Elevated Inflation…Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsMacro Daily Brief Macro: Singapore Banks: Breaking Out and more In today’s briefing: Singapore Banks: Breaking OutCX Daily: 2008 Redux? SVB Collapse Raises Questions About Banking…Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsMacro Daily Brief Macro: Smartkarma Webinar | Asian Market Technicals and more In today’s briefing: Smartkarma Webinar | Asian Market TechnicalsFed Watch: 25bps that They Will Woefully…Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsMacro Daily Brief Macro: Macro Watch: The Banking Crisis Is Likely to Accelerate in Coming Weeks and more In today’s briefing: Macro Watch: The Banking Crisis Is Likely to Accelerate in Coming WeeksEuropolitics…Smartkarma Daily BriefsMarch 20, 2023
CryptoDaily Briefs Daily Brief Crypto: Ocular: 2023 Thematic Outlook and more In today’s briefing: Ocular: 2023 Thematic Outlook Ocular: 2023 Thematic OutlookBy Ocular2022 was a challenging…Smartkarma Daily BriefsMarch 12, 2023
CryptoDaily Briefs Daily Brief Crypto: The Scramble for Silvergate Alternatives and more In today’s briefing: The Scramble for Silvergate Alternatives The Scramble for Silvergate AlternativesBy KaikoCrypto optimists…Smartkarma Daily BriefsMarch 10, 2023
CryptoDaily Briefs Daily Brief Crypto: Sporting Crypto – 6th March 2023: Is AR the New Meta? and more In today’s briefing: Sporting Crypto - 6th March 2023: Is AR the New Meta?The Future…Smartkarma Daily BriefsMarch 7, 2023
CryptoDaily Briefs Daily Brief Crypto: When Bond Yields Exceed 4% and more In today’s briefing: When Bond Yields Exceed 4%, UK Governments Fall When Bond Yields Exceed…Smartkarma Daily BriefsMarch 4, 2023
CryptoDaily Briefs Daily Brief Crypto: Whales Vs. Retail: Who’s Using Curve? and more In today’s briefing: Whales Vs. Retail: Who's Using Curve? Whales Vs. Retail: Who's Using Curve?By…Smartkarma Daily BriefsMarch 3, 2023
CryptoDaily Briefs Daily Brief Crypto: Sporting Crypto – 27th Feb 2023: Are NBA Top Shots Securities? and more In today’s briefing: Sporting Crypto - 27th Feb 2023: Are NBA Top Shots Securities? Sporting…Smartkarma Daily BriefsMarch 1, 2023
Daily BriefsMost Read Most Read: Invocare Ltd, Toshiba Corp, Rakuten Bank, Toyota Industries, DGB Financial Group, Beijing Kunlun Tech, Estia Health and more In today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsMost Read Most Read: Toshiba Corp, Em Tech Co Ltd, Page Industries, YFY Inc, Rebellions, KT Corp, Toyota Industries and more In today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsMost Read Most Read: Toshiba Corp, Rakuten Bank, Rakuten, Hindustan Aeronautics Ltd, Samsung Sds, Page Industries, Em Tech Co Ltd and more In today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsMost Read Most Read: Tokyo Stock Exchange Tokyo Price Index Topix, S.M.Entertainment Co, Bellevue Gold, Rakuten, Indus Towers, Rakuten Bank, Sumitomo Mitsui Financial Group, Osstem Implant, ASICS Corp and more In today’s briefing: The BIG March 2023 "Wednesday Thursday Trade"S.M. Entertainment: Proration MusingsS&P/ASX Index Rebalance…Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsMost Read Most Read: Meituan, Tokyo Stock Exchange Tokyo Price Index Topix, Hanwha Aerospace, Seoul Broadcasting System, China Telecom, S.M.Entertainment Co, Bellevue Gold, Ace Technologies, PT Trimegah Bangun Persada Tbk (Harita Nickel) and more In today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekThe…Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsMost Read Most Read: Meituan, Seoul Broadcasting System, China Telecom, SK Telecom, Kakao Pay, Toshiba Corp, Healius, Golden Energy & Resources, Hanwha Aerospace, Empyrean Technology and more In today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekKorean…Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Toshiba – Thoughts On The Tender Opinion and more In today’s briefing: Toshiba – Thoughts On The Tender OpinionAssessing KT's MSCI Re-Inclusion in May…Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Toshiba Board to Shareholders: “Yes and more In today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Rakuten Bank (5838 JP) IPO: Listing in April and more In today’s briefing: Rakuten Bank (5838 JP) IPO: Listing in April, TPX Inclusion in May,…Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: The BIG March 2023 “Wednesday Thursday Trade” and more In today’s briefing: The BIG March 2023 "Wednesday Thursday Trade"S.M. Entertainment: Proration MusingsS&P/ASX Index Rebalance…Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Korean Government’s Official Statement on Foreign Ownership Limits & The Names Still to Watch and more In today’s briefing: Korean Government’s Official Statement on Foreign Ownership Limits & The Names Still…Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsEvent-Driven Daily Brief Event-Driven: Meituan (3690 HK) – US$16bn of Shares To Be Delivered This Week and more In today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekGolden…Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsECM Daily Brief ECM: Syngenta IPO: The Investment Case and more In today’s briefing: Syngenta IPO: The Investment CaseCintas Corporation: Initiation of Coverage – Key Offerings…Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsECM Daily Brief ECM: Rakuten Bank IPO – Recent Filings Updates and Quick Thoughts on Valuation and more In today’s briefing: Rakuten Bank IPO - Recent Filings Updates and Quick Thoughts on ValuationHindustan…Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsECM Daily Brief ECM: National Storage REIT Placement – Past Deals Have Done Well but Stock Looks Toppish and more In today’s briefing: National Storage REIT Placement - Past Deals Have Done Well but Stock…Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsECM Daily Brief ECM: Harita Nickel IPO: Valuation Insights and more In today’s briefing: Harita Nickel IPO: Valuation InsightsGenerac Holdings Inc.: Initiation of Coverage – Acquisition-Led…Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsECM Daily Brief ECM: Trial Holdings Pre-IPO – Peer Comparison – Leading in Growth and more In today’s briefing: Trial Holdings Pre-IPO - Peer Comparison - Leading in Growth, Lagging in…Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsECM Daily Brief ECM: Harita Nickel IPO Peer Comparison – Seems to Be More Reliant on Lygend and more In today’s briefing: Harita Nickel IPO Peer Comparison - Seems to Be More Reliant on…Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TRACKING TRAFFIC / Container Shipping: End of the Rollercoaster Ride and more In today’s briefing: TRACKING TRAFFIC / Container Shipping: End of the Rollercoaster RideJD Health: Lower…Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: GoTo (GOTO IJ) – A Transient State and more In today’s briefing: GoTo (GOTO IJ) - A Transient StateOisix Hit as People Return to…Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Japan Banks: Markets Overreact to SVB’s Collapse and more In today’s briefing: Japan Banks: Markets Overreact to SVB’s CollapseASICS (7936) | Running Is Recession…Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: 1373 HK: Value Play 8x PE and more In today’s briefing: 1373 HK: Value Play 8x PE, Dividend Yield ~10%, 20% of Mkt…Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Del Monte Pacific: Interest Costs Weigh On Financials and more In today’s briefing: Del Monte Pacific: Interest Costs Weigh On FinancialsSHK 86_HK: Dividend Yield 8%,…Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Short Note: Position for Upcoming Banking Crisis and more In today’s briefing: Short Note: Position for Upcoming Banking Crisis, BUY Hong Kong & China…Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: KT Corp, MTN Group Ltd, Qualcomm Inc, Ubiquiti Inc. and more In today’s briefing: Assessing KT's MSCI Re-Inclusion in May QCIR with Foreign Room Finally Hitting…Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Samsung Sds, Em Tech Co Ltd, Rebellions, GoTo, Tong Hsing Electronic Industries Ltd, Taiwan Semiconductor (TSMC), Tencent, WOM, Qlub and more In today’s briefing: KOSPI 200 Flow Trading: Those Subject to a Significant Float Rate ChangeKOSDAQ150…Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Tencent, Kuaishou Technology, LG CNS, Kingsoft Corp, Tongcheng-Elong Holdings Ltd, Rover Group, Carly Holdings, Boku Inc and more In today’s briefing: Tencent 331 Support PressureKuaishou (1024 HK) 4Q22 Earnings Preview: Weak Growth, But…Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, GoTo, Indus Towers, Vantage Towers, JOYY and more In today’s briefing: Taiwan Tech Weekly: Nvidia's Latest Strategy Unveil Tonight; AUO Says PC Panel…Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Meituan, Tencent, Megvii Technology, Ace Technologies, SmartMore Technology, Asustek Computer, Cisco Systems and more In today’s briefing: Meituan Tactical Slide into Our Buy ZoneMeituan (3690 HK) Earnings Preview: Less…Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Meituan, Alibaba (ADR), SK Telecom, China Telecom, Empyrean Technology, KE Holdings Inc, NetEase Inc, CommsChoice Group Ltd and more In today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekECM…Smartkarma Daily BriefsMarch 20, 2023
ChinaDaily Briefs Daily Brief China: JD Health, First Pacific Co, Inner Mongolia Yili Industrial Group (A) and more In today’s briefing: JD Health: Lower Margin Direct Sales Biz Weighs Down ProfitabilityWeekly Wrap -…Smartkarma Daily BriefsMarch 25, 2023
ChinaDaily Briefs Daily Brief China: Evergrande, Xinjiang Goldwind Science & Technology, China Huarong Asset Management, XPeng, CSPC Pharmaceutical Group, Tencent, WuXi AppTec Co. Ltd., Wharf Holdings, China Life Insurance, Road King Infrastructure and more In today’s briefing: Chinese Developers’ Overview - Shift in Sentiment but a Few Still Needs…Smartkarma Daily BriefsMarch 24, 2023
ChinaDaily Briefs Daily Brief China: Tencent, Kuaishou Technology, Wharf Real Estate Investment, Kingsoft Corp, CSPC Pharmaceutical Group, Jiangnan, Tongcheng-Elong Holdings Ltd, Tencent Music and more In today’s briefing: Tencent 331 Support PressureKuaishou (1024 HK) 4Q22 Earnings Preview: Weak Growth, But…Smartkarma Daily BriefsMarch 23, 2023
ChinaDaily Briefs Daily Brief China: International Housewares Retail, Pinduoduo, Taste Gourmet, Fu Shou Yuan, Vedanta Resources, Growatt Technology, Onewo, JOYY and more In today’s briefing: 1373 HK: Value Play 8x PE, Dividend Yield ~10%, 20% of Mkt…Smartkarma Daily BriefsMarch 22, 2023
ChinaDaily Briefs Daily Brief China: Sun Hung Kai &, Meituan, Tencent, Megvii Technology, Fu Shou Yuan, Pinduoduo, SmartMore Technology, Melco Resorts & Entertainment, Xpeng and more In today’s briefing: SHK 86_HK: Dividend Yield 8%, P/E 2.0x, P/B 0.27xMeituan Tactical Slide into…Smartkarma Daily BriefsMarch 21, 2023
ChinaDaily Briefs Daily Brief China: Meituan, New World Development, Alibaba (ADR), China Telecom, Empyrean Technology, Air China Ltd (H), KE Holdings Inc, Times China, Akeso Biopharma Inc, ZTO Express and more In today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekShort…Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsJapan Daily Brief Japan: Toshiba Corp, Rakuten Bank, Rakuten, Oisix ra daichi, Samantha Thavasa Japan, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsJapan Daily Brief Japan: Rakuten, Rakuten Bank, Sumitomo Mitsui Financial Group, ASICS Corp, Nikkei 225 and more In today’s briefing: Rakuten Bank (5838 JP) IPO: Listing in April, TPX Inclusion in May,…Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsJapan Daily Brief Japan: Tokyo Stock Exchange Tokyo Price Index Topix, Mitsubishi Motors and more In today’s briefing: The BIG March 2023 "Wednesday Thursday Trade"Mitsubishi Motors (7211) | Modelling the…Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsJapan Daily Brief Japan: Trial Holdings, SCREEN Holdings, Takeda Pharmaceutical, Fast Retailing and more In today’s briefing: Trial Holdings Pre-IPO - Peer Comparison - Leading in Growth, Lagging in…Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsJapan Daily Brief Japan: Toshiba Corp, Japan Post Holdings, Recruit Holdings, Tokyo Stock Exchange Tokyo Price Index Topix and more In today’s briefing: Merger Arb Mondays (20 Mar) - Toshiba, AAG Energy, Tyro, Newcrest, InvoCare,…Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsJapan Daily Brief Japan: Toshiba Corp and more In today’s briefing: Last Week in Event SPACE: Japan Post Bank, S.M Entertainment, Toshiba, Link…Smartkarma Daily BriefsMarch 19, 2023
Daily BriefsMacro Daily Brief Macro: The Chinese Subscription Plan and more In today’s briefing: The Chinese Subscription PlanMoney Watch: Is the BTFP Just Another Form of…Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsMacro Daily Brief Macro: Smartkarma Webinar | Money Growth Leads to Inflation and more In today’s briefing: Smartkarma Webinar | Money Growth Leads to InflationBoE: Staying the CourseAn Evidence-Based…Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsMacro Daily Brief Macro: Equity Watch: Fire-Sale or Outright Fire in US Bank Stocks and more In today’s briefing: Equity Watch: Fire-Sale or Outright Fire in US Bank StocksUS: Elevated Inflation…Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsMacro Daily Brief Macro: Singapore Banks: Breaking Out and more In today’s briefing: Singapore Banks: Breaking OutCX Daily: 2008 Redux? SVB Collapse Raises Questions About Banking…Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsMacro Daily Brief Macro: Smartkarma Webinar | Asian Market Technicals and more In today’s briefing: Smartkarma Webinar | Asian Market TechnicalsFed Watch: 25bps that They Will Woefully…Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsMacro Daily Brief Macro: Macro Watch: The Banking Crisis Is Likely to Accelerate in Coming Weeks and more In today’s briefing: Macro Watch: The Banking Crisis Is Likely to Accelerate in Coming WeeksEuropolitics…Smartkarma Daily BriefsMarch 20, 2023
CryptoDaily Briefs Daily Brief Crypto: Ocular: 2023 Thematic Outlook and more In today’s briefing: Ocular: 2023 Thematic Outlook Ocular: 2023 Thematic OutlookBy Ocular2022 was a challenging…Smartkarma Daily BriefsMarch 12, 2023
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