In today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…
Smartkarma Daily BriefsMarch 26, 2023
Key Research From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…
Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsMost ReadIn today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…
Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsMost ReadIn 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 ReadIn today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekThe…
Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsMost ReadIn today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekKorean…
Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Toshiba – Thoughts On The Tender OpinionAssessing KT's MSCI Re-Inclusion in May…
Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…
Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Rakuten Bank (5838 JP) IPO: Listing in April, TPX Inclusion in May,…
Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsEvent-DrivenIn 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-DrivenIn today’s briefing: Korean Government’s Official Statement on Foreign Ownership Limits & The Names Still…
Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekGolden…
Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsECMIn today’s briefing: Syngenta IPO: The Investment CaseCintas Corporation: Initiation of Coverage – Key Offerings…
Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsECMIn today’s briefing: Rakuten Bank IPO - Recent Filings Updates and Quick Thoughts on ValuationHindustan…
Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsECMIn today’s briefing: National Storage REIT Placement - Past Deals Have Done Well but Stock…
Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsECMIn today’s briefing: Harita Nickel IPO: Valuation InsightsGenerac Holdings Inc.: Initiation of Coverage – Acquisition-Led…
Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsECMIn today’s briefing: Trial Holdings Pre-IPO - Peer Comparison - Leading in Growth, Lagging in…
Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsECMIn today’s briefing: Harita Nickel IPO Peer Comparison - Seems to Be More Reliant on…
Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: TRACKING TRAFFIC / Container Shipping: End of the Rollercoaster RideJD Health: Lower…
Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: GoTo (GOTO IJ) - A Transient StateOisix Hit as People Return to…
Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Japan Banks: Markets Overreact to SVB’s CollapseASICS (7936) | Running Is Recession…
Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: 1373 HK: Value Play 8x PE, Dividend Yield ~10%, 20% of Mkt…
Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Del Monte Pacific: Interest Costs Weigh On FinancialsSHK 86_HK: Dividend Yield 8%,…
Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Short Note: Position for Upcoming Banking Crisis, BUY Hong Kong & China…
Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsTMT/InternetIn today’s briefing: Assessing KT's MSCI Re-Inclusion in May QCIR with Foreign Room Finally Hitting…
Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsTMT/InternetIn today’s briefing: KOSPI 200 Flow Trading: Those Subject to a Significant Float Rate ChangeKOSDAQ150…
Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsTMT/InternetIn today’s briefing: Tencent 331 Support PressureKuaishou (1024 HK) 4Q22 Earnings Preview: Weak Growth, But…
Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsTMT/InternetIn today’s briefing: Taiwan Tech Weekly: Nvidia's Latest Strategy Unveil Tonight; AUO Says PC Panel…
Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsTMT/InternetIn today’s briefing: Meituan Tactical Slide into Our Buy ZoneMeituan (3690 HK) Earnings Preview: Less…
Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsTMT/InternetIn today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekECM…
Smartkarma Daily BriefsMarch 20, 2023
ChinaDaily BriefsIn today’s briefing: JD Health: Lower Margin Direct Sales Biz Weighs Down ProfitabilityWeekly Wrap -…
Smartkarma Daily BriefsMarch 25, 2023
ChinaDaily BriefsIn today’s briefing: Chinese Developers’ Overview - Shift in Sentiment but a Few Still Needs…
Smartkarma Daily BriefsMarch 24, 2023
ChinaDaily BriefsIn today’s briefing: Tencent 331 Support PressureKuaishou (1024 HK) 4Q22 Earnings Preview: Weak Growth, But…
Smartkarma Daily BriefsMarch 23, 2023
ChinaDaily BriefsIn today’s briefing: 1373 HK: Value Play 8x PE, Dividend Yield ~10%, 20% of Mkt…
Smartkarma Daily BriefsMarch 22, 2023
ChinaDaily BriefsIn 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 BriefsIn today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekShort…
Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsJapanIn today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…
Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Bank (5838 JP) IPO: Listing in April, TPX Inclusion in May,…
Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsJapanIn today’s briefing: The BIG March 2023 "Wednesday Thursday Trade"Mitsubishi Motors (7211) | Modelling the…
Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsJapanIn today’s briefing: Trial Holdings Pre-IPO - Peer Comparison - Leading in Growth, Lagging in…
Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsJapanIn today’s briefing: Merger Arb Mondays (20 Mar) - Toshiba, AAG Energy, Tyro, Newcrest, InvoCare,…
Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsJapanIn today’s briefing: Last Week in Event SPACE: Japan Post Bank, S.M Entertainment, Toshiba, Link…
Smartkarma Daily BriefsMarch 19, 2023
Daily BriefsMacroIn today’s briefing: The Chinese Subscription PlanMoney Watch: Is the BTFP Just Another Form of…
Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsMacroIn today’s briefing: Smartkarma Webinar | Money Growth Leads to InflationBoE: Staying the CourseAn Evidence-Based…
Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsMacroIn today’s briefing: Equity Watch: Fire-Sale or Outright Fire in US Bank StocksUS: Elevated Inflation…
Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsMacroIn today’s briefing: Singapore Banks: Breaking OutCX Daily: 2008 Redux? SVB Collapse Raises Questions About Banking…
Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsMacroIn today’s briefing: Smartkarma Webinar | Asian Market TechnicalsFed Watch: 25bps that They Will Woefully…
Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsMacroIn today’s briefing: Macro Watch: The Banking Crisis Is Likely to Accelerate in Coming WeeksEuropolitics…
Smartkarma Daily BriefsMarch 20, 2023
CryptoDaily BriefsIn today’s briefing: Ocular: 2023 Thematic Outlook Ocular: 2023 Thematic OutlookBy Ocular2022 was a challenging…
Smartkarma Daily BriefsMarch 12, 2023
CryptoDaily BriefsIn today’s briefing: The Scramble for Silvergate Alternatives The Scramble for Silvergate AlternativesBy KaikoCrypto optimists…
Smartkarma Daily BriefsMarch 10, 2023
CryptoDaily BriefsIn today’s briefing: Sporting Crypto - 6th March 2023: Is AR the New Meta?The Future…
Smartkarma Daily BriefsMarch 7, 2023
CryptoDaily BriefsIn today’s briefing: When Bond Yields Exceed 4%, UK Governments Fall When Bond Yields Exceed…
Smartkarma Daily BriefsMarch 4, 2023
CryptoDaily BriefsIn today’s briefing: Whales Vs. Retail: Who's Using Curve? Whales Vs. Retail: Who's Using Curve?By…
Smartkarma Daily BriefsMarch 3, 2023
CryptoDaily BriefsIn today’s briefing: Sporting Crypto - 27th Feb 2023: Are NBA Top Shots Securities? Sporting…
Smartkarma Daily BriefsMarch 1, 2023
Daily BriefsMost ReadIn today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…
Smartkarma Daily BriefsMarch 26, 2023
Daily BriefsMost ReadIn today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…
Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsMost ReadIn today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…
Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsMost ReadIn 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 ReadIn today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekThe…
Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsMost ReadIn today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekKorean…
Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Toshiba – Thoughts On The Tender OpinionAssessing KT's MSCI Re-Inclusion in May…
Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…
Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Rakuten Bank (5838 JP) IPO: Listing in April, TPX Inclusion in May,…
Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsEvent-DrivenIn 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-DrivenIn today’s briefing: Korean Government’s Official Statement on Foreign Ownership Limits & The Names Still…
Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekGolden…
Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsECMIn today’s briefing: Syngenta IPO: The Investment CaseCintas Corporation: Initiation of Coverage – Key Offerings…
Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsECMIn today’s briefing: Rakuten Bank IPO - Recent Filings Updates and Quick Thoughts on ValuationHindustan…
Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsECMIn today’s briefing: National Storage REIT Placement - Past Deals Have Done Well but Stock…
Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsECMIn today’s briefing: Harita Nickel IPO: Valuation InsightsGenerac Holdings Inc.: Initiation of Coverage – Acquisition-Led…
Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsECMIn today’s briefing: Trial Holdings Pre-IPO - Peer Comparison - Leading in Growth, Lagging in…
Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsECMIn today’s briefing: Harita Nickel IPO Peer Comparison - Seems to Be More Reliant on…
Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: TRACKING TRAFFIC / Container Shipping: End of the Rollercoaster RideJD Health: Lower…
Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: GoTo (GOTO IJ) - A Transient StateOisix Hit as People Return to…
Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Japan Banks: Markets Overreact to SVB’s CollapseASICS (7936) | Running Is Recession…
Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: 1373 HK: Value Play 8x PE, Dividend Yield ~10%, 20% of Mkt…
Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Del Monte Pacific: Interest Costs Weigh On FinancialsSHK 86_HK: Dividend Yield 8%,…
Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Short Note: Position for Upcoming Banking Crisis, BUY Hong Kong & China…
Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsTMT/InternetIn today’s briefing: Assessing KT's MSCI Re-Inclusion in May QCIR with Foreign Room Finally Hitting…
Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsTMT/InternetIn today’s briefing: KOSPI 200 Flow Trading: Those Subject to a Significant Float Rate ChangeKOSDAQ150…
Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsTMT/InternetIn today’s briefing: Tencent 331 Support PressureKuaishou (1024 HK) 4Q22 Earnings Preview: Weak Growth, But…
Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsTMT/InternetIn today’s briefing: Taiwan Tech Weekly: Nvidia's Latest Strategy Unveil Tonight; AUO Says PC Panel…
Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsTMT/InternetIn today’s briefing: Meituan Tactical Slide into Our Buy ZoneMeituan (3690 HK) Earnings Preview: Less…
Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsTMT/InternetIn today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekECM…
Smartkarma Daily BriefsMarch 20, 2023
ChinaDaily BriefsIn today’s briefing: JD Health: Lower Margin Direct Sales Biz Weighs Down ProfitabilityWeekly Wrap -…
Smartkarma Daily BriefsMarch 25, 2023
ChinaDaily BriefsIn today’s briefing: Chinese Developers’ Overview - Shift in Sentiment but a Few Still Needs…
Smartkarma Daily BriefsMarch 24, 2023
ChinaDaily BriefsIn today’s briefing: Tencent 331 Support PressureKuaishou (1024 HK) 4Q22 Earnings Preview: Weak Growth, But…
Smartkarma Daily BriefsMarch 23, 2023
ChinaDaily BriefsIn today’s briefing: 1373 HK: Value Play 8x PE, Dividend Yield ~10%, 20% of Mkt…
Smartkarma Daily BriefsMarch 22, 2023
ChinaDaily BriefsIn 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 BriefsIn today’s briefing: Meituan (3690 HK) - US$16bn of Shares To Be Delivered This WeekShort…
Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsJapanIn today’s briefing: Toshiba Board to Shareholders: "Yes, Meh But We Did Our Job, Now…
Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Bank (5838 JP) IPO: Listing in April, TPX Inclusion in May,…
Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsJapanIn today’s briefing: The BIG March 2023 "Wednesday Thursday Trade"Mitsubishi Motors (7211) | Modelling the…
Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsJapanIn today’s briefing: Trial Holdings Pre-IPO - Peer Comparison - Leading in Growth, Lagging in…
Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsJapanIn today’s briefing: Merger Arb Mondays (20 Mar) - Toshiba, AAG Energy, Tyro, Newcrest, InvoCare,…
Smartkarma Daily BriefsMarch 20, 2023
Daily BriefsJapanIn today’s briefing: Last Week in Event SPACE: Japan Post Bank, S.M Entertainment, Toshiba, Link…
Smartkarma Daily BriefsMarch 19, 2023
Daily BriefsMacroIn today’s briefing: The Chinese Subscription PlanMoney Watch: Is the BTFP Just Another Form of…
Smartkarma Daily BriefsMarch 25, 2023
Daily BriefsMacroIn today’s briefing: Smartkarma Webinar | Money Growth Leads to InflationBoE: Staying the CourseAn Evidence-Based…
Smartkarma Daily BriefsMarch 24, 2023
Daily BriefsMacroIn today’s briefing: Equity Watch: Fire-Sale or Outright Fire in US Bank StocksUS: Elevated Inflation…
Smartkarma Daily BriefsMarch 23, 2023
Daily BriefsMacroIn today’s briefing: Singapore Banks: Breaking OutCX Daily: 2008 Redux? SVB Collapse Raises Questions About Banking…
Smartkarma Daily BriefsMarch 22, 2023
Daily BriefsMacroIn today’s briefing: Smartkarma Webinar | Asian Market TechnicalsFed Watch: 25bps that They Will Woefully…
Smartkarma Daily BriefsMarch 21, 2023
Daily BriefsMacroIn today’s briefing: Macro Watch: The Banking Crisis Is Likely to Accelerate in Coming WeeksEuropolitics…
Smartkarma Daily BriefsMarch 20, 2023
CryptoDaily BriefsIn today’s briefing: Ocular: 2023 Thematic Outlook Ocular: 2023 Thematic OutlookBy Ocular2022 was a challenging…
Smartkarma Daily BriefsMarch 12, 2023
CryptoDaily BriefsIn today’s briefing: The Scramble for Silvergate Alternatives The Scramble for Silvergate AlternativesBy KaikoCrypto optimists…
Smartkarma Daily BriefsMarch 10, 2023
CryptoDaily BriefsIn today’s briefing: Sporting Crypto - 6th March 2023: Is AR the New Meta?The Future…
Smartkarma Daily BriefsMarch 7, 2023
CryptoDaily BriefsIn today’s briefing: When Bond Yields Exceed 4%, UK Governments Fall When Bond Yields Exceed…
Smartkarma Daily BriefsMarch 4, 2023
CryptoDaily BriefsIn today’s briefing: Whales Vs. Retail: Who's Using Curve? Whales Vs. Retail: Who's Using Curve?By…
Smartkarma Daily BriefsMarch 3, 2023
CryptoDaily BriefsIn today’s briefing: Sporting Crypto - 27th Feb 2023: Are NBA Top Shots Securities? Sporting…
Smartkarma Daily BriefsMarch 1, 2023
