In today’s briefing: FTSE TWSE Taiwan Dividend+ Index Rebalance Preview: 46% One-Way Turnover and US$5bn…
Smartkarma Daily BriefsNovember 26, 2022
Key Research From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance Preview (March): Three Potential Changes & Large Funding…
Smartkarma Daily BriefsNovember 25, 2022
Daily BriefsMost ReadIn today’s briefing: FTSE TWSE Taiwan Div+ Index: Recent Performance & Potential TradesChina Huarong (2799…
Smartkarma Daily BriefsNovember 24, 2022
Daily BriefsMost ReadIn today’s briefing: FTSE TWSE Taiwan Dividend+ Index Rebalance Preview: 46% One-Way Turnover and US$5bn…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsMost ReadIn today’s briefing: FTSE TWSE Taiwan Dividend+ Index Rebalance Preview: 46% One-Way Turnover and US$5bn…
Smartkarma Daily BriefsNovember 22, 2022
Daily BriefsMost ReadIn today’s briefing: HSI Index Rebalance: Baby Steps; Double Inclusion for Haier Smart HomeHSCEI Index…
Smartkarma Daily BriefsNovember 21, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Chip Eng Seng: Low-Balled MBO At $0.72/ShareTrading Considerations on the OCI DemergerOCI…
Smartkarma Daily BriefsNovember 26, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Meituan Index Flows Clarifications on the Tencent Distribution; Prosus Comments on Its…
Smartkarma Daily BriefsNovember 25, 2022
Daily BriefsEvent-DrivenIn today’s briefing: FTSE TWSE Taiwan Div+ Index: Recent Performance & Potential TradesA Guide to…
Smartkarma Daily BriefsNovember 24, 2022
Daily BriefsEvent-DrivenIn today’s briefing: China Huarong (2799 HK): Full Circulation & MSCI/FTSE Index InclusionSET50 Index Rebalance…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsEvent-DrivenIn today’s briefing: FTSE TWSE Taiwan Dividend+ Index Rebalance Preview: 46% One-Way Turnover and US$5bn…
Smartkarma Daily BriefsNovember 22, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Hang Seng Index Dec22 Rebal - 3 IN, None Out (The March…
Smartkarma Daily BriefsNovember 21, 2022
Daily BriefsECMIn today’s briefing: Growatt Technology Pre-IPO - Still Looks Good, Updated Thoughts on ValuationTS Group…
Smartkarma Daily BriefsNovember 26, 2022
Daily BriefsECMIn today’s briefing: Australia REITs: Asset Deflation Bear MarketSkymark IPO – Ready For TakeoffWeilong Delicious…
Smartkarma Daily BriefsNovember 25, 2022
Daily BriefsECMIn today’s briefing: DPC Dash Pre-IPO - The Negatives - Lags the Leader, Remains Loss…
Smartkarma Daily BriefsNovember 24, 2022
Daily BriefsECMIn today’s briefing: Skymark Airlines Pre-IPO - Highly Leveraged with a History of Bankruptcy2023 High…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsECMIn today’s briefing: Lygend Resources & Technology IPO - Margins Expected to Expand, Enticing at…
Smartkarma Daily BriefsNovember 22, 2022
Daily BriefsECMIn today’s briefing: ECM Weekly (20th Nov 2022) - I-Tail, Growatt, Lygend, SinoHytech, Meituan/Tencent, Olympus,…
Smartkarma Daily BriefsNovember 20, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: 2023 High Conviction - GoTo - Burnt Through All Cash From the…
Smartkarma Daily BriefsNovember 26, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Suzuki (7269 JT) | Ex-Maruti Valuation Now NEGATIVE2023 High Conviction: China Tourism…
Smartkarma Daily BriefsNovember 25, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Add Meituan on Rumors of Social Benefit PaymentsAlibaba (BABA US): Fighting BackGrab…
Smartkarma Daily BriefsNovember 24, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: ITMG Q3 2022: 25% FY22 Dividend Yield 40% of Mkt Cap in…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Sumco (3436) | Bargain BasementChina Internet Weekly (21Nov2022): NetEase, Blizzard, Tencent, Meituan,…
Smartkarma Daily BriefsNovember 22, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Weimob (2013 HK): Strategic Patience Will Be Rewarded (Part 2)Selamat Sempurna (SMSM…
Smartkarma Daily BriefsNovember 21, 2022
Daily BriefsTMT/InternetIn today’s briefing: Meituan Index Flows Clarifications on the Tencent Distribution; Prosus Comments on Its…
Smartkarma Daily BriefsNovember 25, 2022
Daily BriefsTMT/InternetIn today’s briefing: Disaster As VTOs Cancelled Under DTAC/True MergerAlibaba (BABA US): Fighting BackAdd Meituan…
Smartkarma Daily BriefsNovember 24, 2022
Daily BriefsTMT/InternetIn today’s briefing: Link Admin Is Cheap Amid PEXA In-Specie And Possible BCM/CM SaleSET50 Index…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsTMT/InternetIn today’s briefing: FTSE TWSE 50 & 100 Dec 22 Final Expectations: Greatek Is Still…
Smartkarma Daily BriefsNovember 22, 2022
Daily BriefsTMT/InternetIn today’s briefing: Hang Seng TECH Index Rebalance: Float & Capping ChangesWeimob (2013 HK): Strategic…
Smartkarma Daily BriefsNovember 21, 2022
Daily BriefsTMT/InternetIn today’s briefing: Index Rebalance & ETF Flow Recap: HSCI, S&P/ASX, HSI, HSCEI, KOSPI2, KOSDAQ150,…
Smartkarma Daily BriefsNovember 20, 2022
ChinaDaily BriefsIn today’s briefing: 2023 High Conviction Ideas: MeituanGrowatt Technology Pre-IPO - Still Looks Good, Updated…
Smartkarma Daily BriefsNovember 26, 2022
ChinaDaily BriefsIn today’s briefing: 2023 High Conviction: China Tourism Duty Free - All Ready for the…
Smartkarma Daily BriefsNovember 25, 2022
ChinaDaily BriefsIn today’s briefing: Alibaba (BABA US): Fighting BackAdd Meituan on Rumors of Social Benefit PaymentsDPC…
Smartkarma Daily BriefsNovember 24, 2022
ChinaDaily BriefsIn today’s briefing: China Huarong (2799 HK): Full Circulation & MSCI/FTSE Index Inclusion2023 High Conviction:…
Smartkarma Daily BriefsNovember 23, 2022
ChinaDaily BriefsIn today’s briefing: Lifestyle (1212 HK)'s Scheme Gets UpChina Internet Weekly (21Nov2022): NetEase, Blizzard, Tencent,…
Smartkarma Daily BriefsNovember 22, 2022
ChinaDaily BriefsIn today’s briefing: Hang Seng Index Dec22 Rebal - 3 IN, None Out (The March…
Smartkarma Daily BriefsNovember 21, 2022
Daily BriefsJapanIn today’s briefing: Meituan Index Flows Clarifications on the Tencent Distribution; Prosus Comments on Its…
Smartkarma Daily BriefsNovember 25, 2022
Daily BriefsJapanIn today’s briefing: Mori Trust Sogo - Mori Trust Hotel REIT MergerNikkei 225 Index Rebalance…
Smartkarma Daily BriefsNovember 24, 2022
Daily BriefsJapanIn today’s briefing: Skymark Airlines Pre-IPO - Highly Leveraged with a History of BankruptcyShould the…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsJapanIn today’s briefing: Medley (4480) - Move to Prime Means TOPIX Inclusion Next MonthAXXZIA (4936…
Smartkarma Daily BriefsNovember 22, 2022
Daily BriefsJapanIn today’s briefing: Sapporo Holdings: Activist Investor, 3D Investment Partners Is Just A Few Steps…
Smartkarma Daily BriefsNovember 21, 2022
Daily BriefsJapanIn today’s briefing: Raising % of Female Board Directors Requires Solving a Variety of Challenges…
Smartkarma Daily BriefsNovember 20, 2022
Daily BriefsMacroIn today’s briefing: CX Daily: China’s Struggle for Data SecurityPMI Consolidation Behind ContractionsWhen Recession, Sir?…
Smartkarma Daily BriefsNovember 24, 2022
Daily BriefsMacroIn today’s briefing: Xi Shifts Policy More Forcefully After Party CongressMalaysia’s 15th General Election: Political…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsMacroIn today’s briefing: Smartkarma Webinar | Inflation in EuropeThe Week That Was in [email protected] -…
Smartkarma Daily BriefsNovember 22, 2022
Daily BriefsMacroIn today’s briefing: Fed Policy Outlook: Looming Pivot and a Higher Inflation Target?Sentiment Whipsaws Are…
Smartkarma Daily BriefsNovember 21, 2022
Daily BriefsMacroIn today’s briefing: Has The US Fed Already Paused Its QT and 'Pivoted'?PH Wins a…
Smartkarma Daily BriefsNovember 20, 2022
Daily BriefsMacroIn today’s briefing: UK: Retail Rebounds to Still-Bleak Trends UK: Retail Rebounds to Still-Bleak TrendsBy…
Smartkarma Daily BriefsNovember 19, 2022
CryptoDaily BriefsIn today’s briefing: An Arbitrage Opportunity? Evaluating the GBTC Convergence Trade An Arbitrage Opportunity? Evaluating…
Smartkarma Daily BriefsNovember 20, 2022
CryptoDaily BriefsIn today’s briefing: Defending the Gold PremiumThe Winners and Losers in a Post-FTX World Defending…
Smartkarma Daily BriefsNovember 18, 2022
CryptoDaily BriefsIn today’s briefing: FTX Fallout - A Quick Update FTX Fallout - A Quick UpdateBy…
Smartkarma Daily BriefsNovember 17, 2022
CryptoDaily BriefsIn today’s briefing: #40 The Contagion Vectors of the FTX debacleSporting Crypto - Nov 14th:…
Smartkarma Daily BriefsNovember 16, 2022
CryptoDaily BriefsIn today’s briefing: The FTX Collapse: A Market Analysis The FTX Collapse: A Market AnalysisBy…
Smartkarma Daily BriefsNovember 12, 2022
CryptoDaily BriefsIn today’s briefing: Why the FTX Collapse Is a Big Deal Why the FTX Collapse…
Smartkarma Daily BriefsNovember 11, 2022
Daily BriefsMost ReadIn today’s briefing: FTSE TWSE Taiwan Dividend+ Index Rebalance Preview: 46% One-Way Turnover and US$5bn…
Smartkarma Daily BriefsNovember 26, 2022
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance Preview (March): Three Potential Changes & Large Funding…
Smartkarma Daily BriefsNovember 25, 2022
Daily BriefsMost ReadIn today’s briefing: FTSE TWSE Taiwan Div+ Index: Recent Performance & Potential TradesChina Huarong (2799…
Smartkarma Daily BriefsNovember 24, 2022
Daily BriefsMost ReadIn today’s briefing: FTSE TWSE Taiwan Dividend+ Index Rebalance Preview: 46% One-Way Turnover and US$5bn…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsMost ReadIn today’s briefing: FTSE TWSE Taiwan Dividend+ Index Rebalance Preview: 46% One-Way Turnover and US$5bn…
Smartkarma Daily BriefsNovember 22, 2022
Daily BriefsMost ReadIn today’s briefing: HSI Index Rebalance: Baby Steps; Double Inclusion for Haier Smart HomeHSCEI Index…
Smartkarma Daily BriefsNovember 21, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Chip Eng Seng: Low-Balled MBO At $0.72/ShareTrading Considerations on the OCI DemergerOCI…
Smartkarma Daily BriefsNovember 26, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Meituan Index Flows Clarifications on the Tencent Distribution; Prosus Comments on Its…
Smartkarma Daily BriefsNovember 25, 2022
Daily BriefsEvent-DrivenIn today’s briefing: FTSE TWSE Taiwan Div+ Index: Recent Performance & Potential TradesA Guide to…
Smartkarma Daily BriefsNovember 24, 2022
Daily BriefsEvent-DrivenIn today’s briefing: China Huarong (2799 HK): Full Circulation & MSCI/FTSE Index InclusionSET50 Index Rebalance…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsEvent-DrivenIn today’s briefing: FTSE TWSE Taiwan Dividend+ Index Rebalance Preview: 46% One-Way Turnover and US$5bn…
Smartkarma Daily BriefsNovember 22, 2022
Daily BriefsEvent-DrivenIn today’s briefing: Hang Seng Index Dec22 Rebal - 3 IN, None Out (The March…
Smartkarma Daily BriefsNovember 21, 2022
Daily BriefsECMIn today’s briefing: Growatt Technology Pre-IPO - Still Looks Good, Updated Thoughts on ValuationTS Group…
Smartkarma Daily BriefsNovember 26, 2022
Daily BriefsECMIn today’s briefing: Australia REITs: Asset Deflation Bear MarketSkymark IPO – Ready For TakeoffWeilong Delicious…
Smartkarma Daily BriefsNovember 25, 2022
Daily BriefsECMIn today’s briefing: DPC Dash Pre-IPO - The Negatives - Lags the Leader, Remains Loss…
Smartkarma Daily BriefsNovember 24, 2022
Daily BriefsECMIn today’s briefing: Skymark Airlines Pre-IPO - Highly Leveraged with a History of Bankruptcy2023 High…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsECMIn today’s briefing: Lygend Resources & Technology IPO - Margins Expected to Expand, Enticing at…
Smartkarma Daily BriefsNovember 22, 2022
Daily BriefsECMIn today’s briefing: ECM Weekly (20th Nov 2022) - I-Tail, Growatt, Lygend, SinoHytech, Meituan/Tencent, Olympus,…
Smartkarma Daily BriefsNovember 20, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: 2023 High Conviction - GoTo - Burnt Through All Cash From the…
Smartkarma Daily BriefsNovember 26, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Suzuki (7269 JT) | Ex-Maruti Valuation Now NEGATIVE2023 High Conviction: China Tourism…
Smartkarma Daily BriefsNovember 25, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Add Meituan on Rumors of Social Benefit PaymentsAlibaba (BABA US): Fighting BackGrab…
Smartkarma Daily BriefsNovember 24, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: ITMG Q3 2022: 25% FY22 Dividend Yield 40% of Mkt Cap in…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Sumco (3436) | Bargain BasementChina Internet Weekly (21Nov2022): NetEase, Blizzard, Tencent, Meituan,…
Smartkarma Daily BriefsNovember 22, 2022
Daily BriefsEquity Bottom-UpIn today’s briefing: Weimob (2013 HK): Strategic Patience Will Be Rewarded (Part 2)Selamat Sempurna (SMSM…
Smartkarma Daily BriefsNovember 21, 2022
Daily BriefsTMT/InternetIn today’s briefing: Meituan Index Flows Clarifications on the Tencent Distribution; Prosus Comments on Its…
Smartkarma Daily BriefsNovember 25, 2022
Daily BriefsTMT/InternetIn today’s briefing: Disaster As VTOs Cancelled Under DTAC/True MergerAlibaba (BABA US): Fighting BackAdd Meituan…
Smartkarma Daily BriefsNovember 24, 2022
Daily BriefsTMT/InternetIn today’s briefing: Link Admin Is Cheap Amid PEXA In-Specie And Possible BCM/CM SaleSET50 Index…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsTMT/InternetIn today’s briefing: FTSE TWSE 50 & 100 Dec 22 Final Expectations: Greatek Is Still…
Smartkarma Daily BriefsNovember 22, 2022
Daily BriefsTMT/InternetIn today’s briefing: Hang Seng TECH Index Rebalance: Float & Capping ChangesWeimob (2013 HK): Strategic…
Smartkarma Daily BriefsNovember 21, 2022
Daily BriefsTMT/InternetIn today’s briefing: Index Rebalance & ETF Flow Recap: HSCI, S&P/ASX, HSI, HSCEI, KOSPI2, KOSDAQ150,…
Smartkarma Daily BriefsNovember 20, 2022
ChinaDaily BriefsIn today’s briefing: 2023 High Conviction Ideas: MeituanGrowatt Technology Pre-IPO - Still Looks Good, Updated…
Smartkarma Daily BriefsNovember 26, 2022
ChinaDaily BriefsIn today’s briefing: 2023 High Conviction: China Tourism Duty Free - All Ready for the…
Smartkarma Daily BriefsNovember 25, 2022
ChinaDaily BriefsIn today’s briefing: Alibaba (BABA US): Fighting BackAdd Meituan on Rumors of Social Benefit PaymentsDPC…
Smartkarma Daily BriefsNovember 24, 2022
ChinaDaily BriefsIn today’s briefing: China Huarong (2799 HK): Full Circulation & MSCI/FTSE Index Inclusion2023 High Conviction:…
Smartkarma Daily BriefsNovember 23, 2022
ChinaDaily BriefsIn today’s briefing: Lifestyle (1212 HK)'s Scheme Gets UpChina Internet Weekly (21Nov2022): NetEase, Blizzard, Tencent,…
Smartkarma Daily BriefsNovember 22, 2022
ChinaDaily BriefsIn today’s briefing: Hang Seng Index Dec22 Rebal - 3 IN, None Out (The March…
Smartkarma Daily BriefsNovember 21, 2022
Daily BriefsJapanIn today’s briefing: Meituan Index Flows Clarifications on the Tencent Distribution; Prosus Comments on Its…
Smartkarma Daily BriefsNovember 25, 2022
Daily BriefsJapanIn today’s briefing: Mori Trust Sogo - Mori Trust Hotel REIT MergerNikkei 225 Index Rebalance…
Smartkarma Daily BriefsNovember 24, 2022
Daily BriefsJapanIn today’s briefing: Skymark Airlines Pre-IPO - Highly Leveraged with a History of BankruptcyShould the…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsJapanIn today’s briefing: Medley (4480) - Move to Prime Means TOPIX Inclusion Next MonthAXXZIA (4936…
Smartkarma Daily BriefsNovember 22, 2022
Daily BriefsJapanIn today’s briefing: Sapporo Holdings: Activist Investor, 3D Investment Partners Is Just A Few Steps…
Smartkarma Daily BriefsNovember 21, 2022
Daily BriefsJapanIn today’s briefing: Raising % of Female Board Directors Requires Solving a Variety of Challenges…
Smartkarma Daily BriefsNovember 20, 2022
Daily BriefsMacroIn today’s briefing: CX Daily: China’s Struggle for Data SecurityPMI Consolidation Behind ContractionsWhen Recession, Sir?…
Smartkarma Daily BriefsNovember 24, 2022
Daily BriefsMacroIn today’s briefing: Xi Shifts Policy More Forcefully After Party CongressMalaysia’s 15th General Election: Political…
Smartkarma Daily BriefsNovember 23, 2022
Daily BriefsMacroIn today’s briefing: Smartkarma Webinar | Inflation in EuropeThe Week That Was in [email protected] -…
Smartkarma Daily BriefsNovember 22, 2022
Daily BriefsMacroIn today’s briefing: Fed Policy Outlook: Looming Pivot and a Higher Inflation Target?Sentiment Whipsaws Are…
Smartkarma Daily BriefsNovember 21, 2022
Daily BriefsMacroIn today’s briefing: Has The US Fed Already Paused Its QT and 'Pivoted'?PH Wins a…
Smartkarma Daily BriefsNovember 20, 2022
Daily BriefsMacroIn today’s briefing: UK: Retail Rebounds to Still-Bleak Trends UK: Retail Rebounds to Still-Bleak TrendsBy…
Smartkarma Daily BriefsNovember 19, 2022
CryptoDaily BriefsIn today’s briefing: An Arbitrage Opportunity? Evaluating the GBTC Convergence Trade An Arbitrage Opportunity? Evaluating…
Smartkarma Daily BriefsNovember 20, 2022
CryptoDaily BriefsIn today’s briefing: Defending the Gold PremiumThe Winners and Losers in a Post-FTX World Defending…
Smartkarma Daily BriefsNovember 18, 2022
CryptoDaily BriefsIn today’s briefing: FTX Fallout - A Quick Update FTX Fallout - A Quick UpdateBy…
Smartkarma Daily BriefsNovember 17, 2022
CryptoDaily BriefsIn today’s briefing: #40 The Contagion Vectors of the FTX debacleSporting Crypto - Nov 14th:…
Smartkarma Daily BriefsNovember 16, 2022
CryptoDaily BriefsIn today’s briefing: The FTX Collapse: A Market Analysis The FTX Collapse: A Market AnalysisBy…
Smartkarma Daily BriefsNovember 12, 2022
CryptoDaily BriefsIn today’s briefing: Why the FTX Collapse Is a Big Deal Why the FTX Collapse…
Smartkarma Daily BriefsNovember 11, 2022
