In today’s briefing: Taishin (2887 TT)/Shin Kong (2888 TT) Merger: Index Flows in JulyHSCI Index…
Smartkarma Daily BriefsJuly 4, 2025
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Taishin (2887 TT)/Shin Kong (2888 TT) Merger: Index Flows in JulyNikkei 225…
Smartkarma Daily BriefsJuly 3, 2025
Daily BriefsMost ReadIn today’s briefing: FWD Group (1828 HK): Offering Details & Index Entry TimelineNikkei 225 Index…
Smartkarma Daily BriefsJuly 2, 2025
Daily BriefsMost ReadIn today’s briefing: Krungthai Card (KTC TB): Buying Opportunity After Margin CallA/H Premium Tracker (To…
Smartkarma Daily BriefsJuly 1, 2025
Daily BriefsMost ReadIn today’s briefing: Xero (XRO AU): Index Flows Following the Capital RaiseFWD Group (1828 HK):…
Smartkarma Daily BriefsJune 30, 2025
Daily BriefsMost ReadIn today’s briefing: S&P/ASX Indices: Proposed Methodology Changes & The BIG September RebalanceGold Miners ETF…
Smartkarma Daily BriefsJune 29, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Yichang HEC (1558 HK): Speculative Scrip Offer? No Thanks - Vote NoBBVA/Sabadell…
Smartkarma Daily BriefsJuly 3, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Bain Plays Announcement Games with Nissin (9066) MBO TOB - Noise A…
Smartkarma Daily BriefsJuly 2, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Nippon Concept (9386 JP): J-STAR-Sponsored MBO a Done DealTalkMed (TKMED SP)'s Super…
Smartkarma Daily BriefsJuly 1, 2025
Daily BriefsEvent-DrivenIn today’s briefing: A/H Premium Tracker (To 27 June 2025): "Beautiful Skew" Continues as SB…
Smartkarma Daily BriefsJune 30, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Last Week In Event SPACE: Krungthai Card, VIOL, Melco, Singapore Post(Mostly) Asia-Pac…
Smartkarma Daily BriefsJune 29, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Krungthai Card (KTC TB): Buying Opportunity After Margin CallMinority Shareholders of Hanwha…
Smartkarma Daily BriefsJune 28, 2025
Daily BriefsECMIn today’s briefing: EB Event Trade Setup: HD KSOE Lining up a New Deal with…
Smartkarma Daily BriefsJune 27, 2025
Daily BriefsECMIn today’s briefing: Xero US1.2bn Placement - Trying to Jump Start US, Again. Might Not…
Smartkarma Daily BriefsJune 26, 2025
Daily BriefsECMIn today’s briefing: Shinhan Financial Group Placement - Clean-Up Trade but Stock Is at All…
Smartkarma Daily BriefsJune 25, 2025
Daily BriefsECMIn today’s briefing: IFBH Ltd IPO: Heavy on Coconut and Light on Asset Makes the…
Smartkarma Daily BriefsJune 24, 2025
Daily BriefsECMIn today’s briefing: Sanhua Intelligent Controls H Share Listing (2050 HK): Trading DebutZhejiang Sanhua Intelligent…
Smartkarma Daily BriefsJune 23, 2025
Daily BriefsECMIn today’s briefing: China Healthcare Weekly (Jun.22) - CNPGC to Acquire Shuanglin, Thoughts on Zhou…
Smartkarma Daily BriefsJune 22, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Jim Chanos on the Nuttiness of 'Bitcoin Treasury Companies'TSMC (2330.TT; TSM.US): Halts…
Smartkarma Daily BriefsJuly 3, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Okamura (7994): Why Management Incentives Are So ImportantSamsung 2Q25 Official Leaks: Sharp…
Smartkarma Daily BriefsJuly 2, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Shortlist Of High Conviction Ideas Across China, Japan, India - June 2025Relative…
Smartkarma Daily BriefsJuly 1, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Taiwan Dual-Listings Monitor: TSMC High Premium Persisting, Record Short Interest in LocalMonash…
Smartkarma Daily BriefsJune 30, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: New Hope (NHC AU) Vs. Yancoal (YAL AU): Statistical Spread Hits Trigger…
Smartkarma Daily BriefsJune 29, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Tencent/Netease: One Approval for Tencent in JuneRegencell Holdings (RGC US) And the…
Smartkarma Daily BriefsJune 28, 2025
Daily BriefsTMT/InternetIn today’s briefing: Jim Chanos on the Nuttiness of 'Bitcoin Treasury Companies'TSMC (2330.TT; TSM.US): Halts…
Smartkarma Daily BriefsJuly 3, 2025
Daily BriefsTMT/InternetIn today’s briefing: Lens Technology (6613 HK): Offering Details & Index InclusionDomain (DHG AU): 4th…
Smartkarma Daily BriefsJuly 2, 2025
Daily BriefsTMT/InternetIn today’s briefing: Lens Technology A/H Listing - Pricing Looks DecentSizing up September’s KOSPI Size…
Smartkarma Daily BriefsJuly 1, 2025
Daily BriefsTMT/InternetIn today’s briefing: HKBN (1310 HK): China Mobile Inches Closer Toward Precondition SatisfactionTaiwan Dual-Listings Monitor:…
Smartkarma Daily BriefsJune 30, 2025
Daily BriefsTMT/InternetIn today’s briefing: KRX Semicon Index Sep Rebalance — Watch Closely KRX Semicon Index Sep…
Smartkarma Daily BriefsJune 29, 2025
Daily BriefsTMT/InternetIn today’s briefing: Tencent/Netease: One Approval for Tencent in JuneNVIDIA (NVDA US) At All-Time High…
Smartkarma Daily BriefsJune 28, 2025
ChinaDaily BriefsIn today’s briefing: Alibaba Health Placement - Delta Placement for EB, but Track Record Isn’t…
Smartkarma Daily BriefsJuly 4, 2025
ChinaDaily BriefsIn today’s briefing: Geekplus Technology IPO (2590 HK): The Investment CaseYichang HEC (1558 HK): Speculative…
Smartkarma Daily BriefsJuly 3, 2025
ChinaDaily BriefsIn today’s briefing: Lens Technology (6613 HK): Offering Details & Index InclusionMidea Group (300 HK)…
Smartkarma Daily BriefsJuly 2, 2025
ChinaDaily BriefsIn today’s briefing: Lens Technology A/H Listing - Pricing Looks DecentLens Technology H Share Listing…
Smartkarma Daily BriefsJuly 1, 2025
ChinaDaily BriefsIn today’s briefing: A/H Premium Tracker (To 27 June 2025): "Beautiful Skew" Continues as SB…
Smartkarma Daily BriefsJune 30, 2025
ChinaDaily BriefsIn today’s briefing: Weekly Deals Digest (29 Jun) - FWD, HDB, Santos, PointsBet, New World,…
Smartkarma Daily BriefsJune 29, 2025
Daily BriefsJapanIn today’s briefing: Bain Plays Announcement Games with Nissin (9066) MBO TOB - Noise A…
Smartkarma Daily BriefsJuly 2, 2025
Daily BriefsJapanIn today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2025): Potential Adds, Deletes, PAF, Capping…
Smartkarma Daily BriefsJuly 1, 2025
Daily BriefsJapanIn today’s briefing: Merger Arb Mondays (30 June) - Toyota Industries, Santos, Pointsbet, Dickson, HKBN,…
Smartkarma Daily BriefsJune 30, 2025
Daily BriefsJapanIn today’s briefing: Q4 Follow-Up - NITTO KOGYO CORPORATION (6651 JP)Companies Formalized Independence of Voluntary…
Smartkarma Daily BriefsJune 28, 2025
Daily BriefsJapanIn today’s briefing: Japan Activist Watch | Square Enix, DaitoTrust, Iriso & INESSeibu Holdings (TSE:…
Smartkarma Daily BriefsJune 27, 2025
Daily BriefsJapanIn today’s briefing: Metaplanet (3350) | From Tokyo to the U.S?Nittobo (3110 JP): Scarcity Premium…
Smartkarma Daily BriefsJune 26, 2025
Daily BriefsMacroIn today’s briefing: Israel/Iran/US: Ten PointersIndia - Reasons To OverweightCX Daily: Alibaba Fights Tencent for…
Smartkarma Daily BriefsJune 25, 2025
Daily BriefsMacroIn today’s briefing: Global Commodities: The unintended consequences of destabilizing IranGrowth Broadly Back In The…
Smartkarma Daily BriefsJune 24, 2025
Daily BriefsMacroIn today’s briefing: Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (20 June to…
Smartkarma Daily BriefsJune 23, 2025
Daily BriefsMacroIn today’s briefing: Overview# 29- The Hard-Asset Reset: Buying the Pullback in Commodities Overview# 29-…
Smartkarma Daily BriefsJune 22, 2025
Daily BriefsMacroIn today’s briefing: HEW: Playing For Time Bearish Momentum StrengthensCX Daily: Project to Beat Back…
Smartkarma Daily BriefsJune 21, 2025
Daily BriefsMacroIn today’s briefing: BoE Still Seeking EvidenceCopper Crunch Deepens: China’s Inventory Collapse Reshapes Global MarketCX…
Smartkarma Daily BriefsJune 20, 2025
CryptoDaily BriefsIn today’s briefing: Year Ahead For NFTs 2024 (Executive Summary) Year Ahead For NFTs 2024…
Smartkarma Daily BriefsDecember 15, 2023
CryptoDaily BriefsIn today’s briefing: Crypto Markets Take Center Stage Crypto Markets Take Center StageBy Delphi Digital…
Smartkarma Daily BriefsNovember 28, 2023
CryptoDaily BriefsIn today’s briefing: Brands & NFTs — Why Web3 Is A Game Changer for Brand…
Smartkarma Daily BriefsNovember 4, 2023
CryptoDaily BriefsDaily Brief Crypto: More Than Just Governance: Unpacking Value Accrual Mechanisms in Crypto and more
In today’s briefing: More Than Just Governance: Unpacking Value Accrual Mechanisms in Crypto More Than…
Smartkarma Daily BriefsOctober 28, 2023
CryptoDaily BriefsIn today’s briefing: Through the Fire - Will the Rubber Meet the Road? Through the…
Smartkarma Daily BriefsOctober 26, 2023
CryptoDaily BriefsIn today’s briefing: The JPEX Debacle Placed Hong Kong’s Ambition to Become a Global Virtual…
Smartkarma Daily BriefsSeptember 27, 2023
Daily BriefsMost ReadIn today’s briefing: Taishin (2887 TT)/Shin Kong (2888 TT) Merger: Index Flows in JulyHSCI Index…
Smartkarma Daily BriefsJuly 4, 2025
Daily BriefsMost ReadIn today’s briefing: Taishin (2887 TT)/Shin Kong (2888 TT) Merger: Index Flows in JulyNikkei 225…
Smartkarma Daily BriefsJuly 3, 2025
Daily BriefsMost ReadIn today’s briefing: FWD Group (1828 HK): Offering Details & Index Entry TimelineNikkei 225 Index…
Smartkarma Daily BriefsJuly 2, 2025
Daily BriefsMost ReadIn today’s briefing: Krungthai Card (KTC TB): Buying Opportunity After Margin CallA/H Premium Tracker (To…
Smartkarma Daily BriefsJuly 1, 2025
Daily BriefsMost ReadIn today’s briefing: Xero (XRO AU): Index Flows Following the Capital RaiseFWD Group (1828 HK):…
Smartkarma Daily BriefsJune 30, 2025
Daily BriefsMost ReadIn today’s briefing: S&P/ASX Indices: Proposed Methodology Changes & The BIG September RebalanceGold Miners ETF…
Smartkarma Daily BriefsJune 29, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Yichang HEC (1558 HK): Speculative Scrip Offer? No Thanks - Vote NoBBVA/Sabadell…
Smartkarma Daily BriefsJuly 3, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Bain Plays Announcement Games with Nissin (9066) MBO TOB - Noise A…
Smartkarma Daily BriefsJuly 2, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Nippon Concept (9386 JP): J-STAR-Sponsored MBO a Done DealTalkMed (TKMED SP)'s Super…
Smartkarma Daily BriefsJuly 1, 2025
Daily BriefsEvent-DrivenIn today’s briefing: A/H Premium Tracker (To 27 June 2025): "Beautiful Skew" Continues as SB…
Smartkarma Daily BriefsJune 30, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Last Week In Event SPACE: Krungthai Card, VIOL, Melco, Singapore Post(Mostly) Asia-Pac…
Smartkarma Daily BriefsJune 29, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Krungthai Card (KTC TB): Buying Opportunity After Margin CallMinority Shareholders of Hanwha…
Smartkarma Daily BriefsJune 28, 2025
Daily BriefsECMIn today’s briefing: EB Event Trade Setup: HD KSOE Lining up a New Deal with…
Smartkarma Daily BriefsJune 27, 2025
Daily BriefsECMIn today’s briefing: Xero US1.2bn Placement - Trying to Jump Start US, Again. Might Not…
Smartkarma Daily BriefsJune 26, 2025
Daily BriefsECMIn today’s briefing: Shinhan Financial Group Placement - Clean-Up Trade but Stock Is at All…
Smartkarma Daily BriefsJune 25, 2025
Daily BriefsECMIn today’s briefing: IFBH Ltd IPO: Heavy on Coconut and Light on Asset Makes the…
Smartkarma Daily BriefsJune 24, 2025
Daily BriefsECMIn today’s briefing: Sanhua Intelligent Controls H Share Listing (2050 HK): Trading DebutZhejiang Sanhua Intelligent…
Smartkarma Daily BriefsJune 23, 2025
Daily BriefsECMIn today’s briefing: China Healthcare Weekly (Jun.22) - CNPGC to Acquire Shuanglin, Thoughts on Zhou…
Smartkarma Daily BriefsJune 22, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Jim Chanos on the Nuttiness of 'Bitcoin Treasury Companies'TSMC (2330.TT; TSM.US): Halts…
Smartkarma Daily BriefsJuly 3, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Okamura (7994): Why Management Incentives Are So ImportantSamsung 2Q25 Official Leaks: Sharp…
Smartkarma Daily BriefsJuly 2, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Shortlist Of High Conviction Ideas Across China, Japan, India - June 2025Relative…
Smartkarma Daily BriefsJuly 1, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Taiwan Dual-Listings Monitor: TSMC High Premium Persisting, Record Short Interest in LocalMonash…
Smartkarma Daily BriefsJune 30, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: New Hope (NHC AU) Vs. Yancoal (YAL AU): Statistical Spread Hits Trigger…
Smartkarma Daily BriefsJune 29, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Tencent/Netease: One Approval for Tencent in JuneRegencell Holdings (RGC US) And the…
Smartkarma Daily BriefsJune 28, 2025
Daily BriefsTMT/InternetIn today’s briefing: Jim Chanos on the Nuttiness of 'Bitcoin Treasury Companies'TSMC (2330.TT; TSM.US): Halts…
Smartkarma Daily BriefsJuly 3, 2025
Daily BriefsTMT/InternetIn today’s briefing: Lens Technology (6613 HK): Offering Details & Index InclusionDomain (DHG AU): 4th…
Smartkarma Daily BriefsJuly 2, 2025
Daily BriefsTMT/InternetIn today’s briefing: Lens Technology A/H Listing - Pricing Looks DecentSizing up September’s KOSPI Size…
Smartkarma Daily BriefsJuly 1, 2025
Daily BriefsTMT/InternetIn today’s briefing: HKBN (1310 HK): China Mobile Inches Closer Toward Precondition SatisfactionTaiwan Dual-Listings Monitor:…
Smartkarma Daily BriefsJune 30, 2025
Daily BriefsTMT/InternetIn today’s briefing: KRX Semicon Index Sep Rebalance — Watch Closely KRX Semicon Index Sep…
Smartkarma Daily BriefsJune 29, 2025
Daily BriefsTMT/InternetIn today’s briefing: Tencent/Netease: One Approval for Tencent in JuneNVIDIA (NVDA US) At All-Time High…
Smartkarma Daily BriefsJune 28, 2025
ChinaDaily BriefsIn today’s briefing: Alibaba Health Placement - Delta Placement for EB, but Track Record Isn’t…
Smartkarma Daily BriefsJuly 4, 2025
ChinaDaily BriefsIn today’s briefing: Geekplus Technology IPO (2590 HK): The Investment CaseYichang HEC (1558 HK): Speculative…
Smartkarma Daily BriefsJuly 3, 2025
ChinaDaily BriefsIn today’s briefing: Lens Technology (6613 HK): Offering Details & Index InclusionMidea Group (300 HK)…
Smartkarma Daily BriefsJuly 2, 2025
ChinaDaily BriefsIn today’s briefing: Lens Technology A/H Listing - Pricing Looks DecentLens Technology H Share Listing…
Smartkarma Daily BriefsJuly 1, 2025
ChinaDaily BriefsIn today’s briefing: A/H Premium Tracker (To 27 June 2025): "Beautiful Skew" Continues as SB…
Smartkarma Daily BriefsJune 30, 2025
ChinaDaily BriefsIn today’s briefing: Weekly Deals Digest (29 Jun) - FWD, HDB, Santos, PointsBet, New World,…
Smartkarma Daily BriefsJune 29, 2025
Daily BriefsJapanIn today’s briefing: Bain Plays Announcement Games with Nissin (9066) MBO TOB - Noise A…
Smartkarma Daily BriefsJuly 2, 2025
Daily BriefsJapanIn today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2025): Potential Adds, Deletes, PAF, Capping…
Smartkarma Daily BriefsJuly 1, 2025
Daily BriefsJapanIn today’s briefing: Merger Arb Mondays (30 June) - Toyota Industries, Santos, Pointsbet, Dickson, HKBN,…
Smartkarma Daily BriefsJune 30, 2025
Daily BriefsJapanIn today’s briefing: Q4 Follow-Up - NITTO KOGYO CORPORATION (6651 JP)Companies Formalized Independence of Voluntary…
Smartkarma Daily BriefsJune 28, 2025
Daily BriefsJapanIn today’s briefing: Japan Activist Watch | Square Enix, DaitoTrust, Iriso & INESSeibu Holdings (TSE:…
Smartkarma Daily BriefsJune 27, 2025
Daily BriefsJapanIn today’s briefing: Metaplanet (3350) | From Tokyo to the U.S?Nittobo (3110 JP): Scarcity Premium…
Smartkarma Daily BriefsJune 26, 2025
Daily BriefsMacroIn today’s briefing: Israel/Iran/US: Ten PointersIndia - Reasons To OverweightCX Daily: Alibaba Fights Tencent for…
Smartkarma Daily BriefsJune 25, 2025
Daily BriefsMacroIn today’s briefing: Global Commodities: The unintended consequences of destabilizing IranGrowth Broadly Back In The…
Smartkarma Daily BriefsJune 24, 2025
Daily BriefsMacroIn today’s briefing: Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (20 June to…
Smartkarma Daily BriefsJune 23, 2025
Daily BriefsMacroIn today’s briefing: Overview# 29- The Hard-Asset Reset: Buying the Pullback in Commodities Overview# 29-…
Smartkarma Daily BriefsJune 22, 2025
Daily BriefsMacroIn today’s briefing: HEW: Playing For Time Bearish Momentum StrengthensCX Daily: Project to Beat Back…
Smartkarma Daily BriefsJune 21, 2025
Daily BriefsMacroIn today’s briefing: BoE Still Seeking EvidenceCopper Crunch Deepens: China’s Inventory Collapse Reshapes Global MarketCX…
Smartkarma Daily BriefsJune 20, 2025
CryptoDaily BriefsIn today’s briefing: Year Ahead For NFTs 2024 (Executive Summary) Year Ahead For NFTs 2024…
Smartkarma Daily BriefsDecember 15, 2023
CryptoDaily BriefsIn today’s briefing: Crypto Markets Take Center Stage Crypto Markets Take Center StageBy Delphi Digital…
Smartkarma Daily BriefsNovember 28, 2023
CryptoDaily BriefsIn today’s briefing: Brands & NFTs — Why Web3 Is A Game Changer for Brand…
Smartkarma Daily BriefsNovember 4, 2023
CryptoDaily BriefsDaily Brief Crypto: More Than Just Governance: Unpacking Value Accrual Mechanisms in Crypto and more
In today’s briefing: More Than Just Governance: Unpacking Value Accrual Mechanisms in Crypto More Than…
Smartkarma Daily BriefsOctober 28, 2023
CryptoDaily BriefsIn today’s briefing: Through the Fire - Will the Rubber Meet the Road? Through the…
Smartkarma Daily BriefsOctober 26, 2023
CryptoDaily BriefsIn today’s briefing: The JPEX Debacle Placed Hong Kong’s Ambition to Become a Global Virtual…
Smartkarma Daily BriefsSeptember 27, 2023
