In today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index…
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Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index…
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Daily BriefsEvent-DrivenIn today’s briefing: - Shareholders Approve Tsuruha/Welcia Merger - Now It's Partial Offer+Synergies The Upcoming…
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Daily BriefsEvent-DrivenIn today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index…
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Daily BriefsEvent-DrivenIn today’s briefing: Soundwill Holdings (878 HK): Hard Lessons from Another HK ArbageddonLast Week in…
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Daily BriefsECMDaily Brief ECM: Belrise Industries IPO – RHP Updates & Thoughts on Peer Comp and Valuation and more
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Daily BriefsECMIn today’s briefing: CATL A/H Trading - Strong Demand, Upsized, Included in Short-Sell ListCATL H…
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Daily BriefsMost ReadIn today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index…
Smartkarma Daily BriefsMay 28, 2025
Daily BriefsMost ReadIn today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index…
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Daily BriefsMost ReadIn today’s briefing: Why Is Michael Burry So Bearish on Alibaba (And Other Major Chinese…
Smartkarma Daily BriefsMay 26, 2025
Daily BriefsMost ReadIn today’s briefing: HSTECH Index Rebalance: BYD (1211 HK) To Replace China Literature (772 HK)…
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Daily BriefsMost ReadIn today’s briefing: GMO Internet (4784) - Squeeze-Able So Squeezing, Offering Likely Gets Pulled -…
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Daily BriefsMost ReadIn today’s briefing: CATL (3750 HK): Reassessing Index Fast Entry; Need Overallotment Exercised by TomorrowGMO…
Smartkarma Daily BriefsMay 23, 2025
Daily BriefsEvent-DrivenIn today’s briefing: - Shareholders Approve Tsuruha/Welcia Merger - Now It's Partial Offer+Synergies The Upcoming…
Smartkarma Daily BriefsMay 27, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index…
Smartkarma Daily BriefsMay 26, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Soundwill Holdings (878 HK): Hard Lessons from Another HK ArbageddonLast Week in…
Smartkarma Daily BriefsMay 25, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Xanadu (XAM AU): A Mongolian Face To A Mongolian Project Sell HAVAS…
Smartkarma Daily BriefsMay 24, 2025
Daily BriefsEvent-DrivenIn today’s briefing: CATL (3750 HK)'s Concentration Warning - Thinking About Positioning Around the Tsuruha/Welcia…
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Daily BriefsEvent-DrivenIn today’s briefing: Seven Bank (8410) - Seven & I Selldown, Itochu Buy-In, Not on…
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Daily BriefsECMDaily Brief ECM: Belrise Industries IPO – RHP Updates & Thoughts on Peer Comp and Valuation and more
In today’s briefing: Belrise Industries IPO - RHP Updates & Thoughts on Peer Comp and…
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Daily BriefsECMIn today’s briefing: CATL A/H Trading - Strong Demand, Upsized, Included in Short-Sell ListCATL H…
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Daily BriefsECMIn today’s briefing: Weekly Deals Digest (18 May) - CATL, Hengrui, ESR, OneConnect, Mayne, Nissin,…
Smartkarma Daily BriefsMay 19, 2025
Daily BriefsECMIn today’s briefing: China Healthcare Weekly (May.18) - Trump to Lower US Drug Prices, Thoughts…
Smartkarma Daily BriefsMay 18, 2025
Daily BriefsECMIn today’s briefing: Jiangsu Hengrui Pharma A/H Listing - Low-End Is Probably Close to Fair…
Smartkarma Daily BriefsMay 16, 2025
Daily BriefsECMIn today’s briefing: GMO Internet (4784) Offering - This Is a GINORMOUS Re-IPO - AVOID…
Smartkarma Daily BriefsMay 15, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Meituan (3690 HK): 1Q25, Main Businesses Up by 20%Thai Beverage (THBEV): Undervalued…
Smartkarma Daily BriefsMay 27, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: AVTL: Storage Platform Poised for Growth Amid Demand VisibilityTongcheng Travel (780 HK):…
Smartkarma Daily BriefsMay 26, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Why Is Michael Burry So Bearish on Alibaba (And Other Major Chinese…
Smartkarma Daily BriefsMay 25, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Short - Mercedes-Benz Group AG (MBG.DE)Schloss Bangalore (Leela Hotels) IPO: High-ARR Play…
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Daily BriefsEquity Bottom-UpIn today’s briefing: Sumber Alfaria Trijaya (AMRT IJ) - Outperforming with EssentialsTSMC (2330.TT; TSM.US): TSMC…
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Daily BriefsEquity Bottom-UpIn today’s briefing: Samsung C&T: Entrance into the Global Aerospace Industry Metaplanet (3350) | Japan’s…
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Daily BriefsTMT/InternetIn today’s briefing: Quiddity Leaderboard T50/100 Jun25: Base Date Ranks; Final ExpectationsDatadog’s AI Playbook: Will…
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Daily BriefsTMT/InternetIn today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index…
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Daily BriefsTMT/InternetIn today’s briefing: Why Is Michael Burry So Bearish on Alibaba (And Other Major Chinese…
Smartkarma Daily BriefsMay 25, 2025
Daily BriefsTMT/InternetIn today’s briefing: Dowoo Insys IPO PreviewTencent (700 HK): Strategic Insights and Top Trades from…
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Daily BriefsTMT/InternetIn today’s briefing: CATL (3750 HK)'s Concentration WarningPony AI IPO Lockup - US$4.3bn Lockup Release…
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Daily BriefsTMT/InternetIn today’s briefing: CATL (3750 HK): The Tail Wags the Dog Shibaura in Limbo -…
Smartkarma Daily BriefsMay 22, 2025
ChinaDaily BriefsIn today’s briefing: CSI Hong Kong Connect Internet Index Rebalance Preview: 6 Changes & US$700m…
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ChinaDaily BriefsIn today’s briefing: Soundwill (878 HK): Thoughts On The Latest Scheme FailMeituan (3690 HK): 1Q25,…
Smartkarma Daily BriefsMay 27, 2025
ChinaDaily BriefsIn today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index…
Smartkarma Daily BriefsMay 26, 2025
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Smartkarma Daily BriefsMay 25, 2025
ChinaDaily BriefsIn today’s briefing: Tencent (700 HK): Strategic Insights and Top Trades from HKEX Options TradingAlibaba…
Smartkarma Daily BriefsMay 24, 2025
ChinaDaily BriefsIn today’s briefing: CATL (3750 HK)'s Concentration WarningJiangsu Hengrui Pharma H Share Listing (1276 HK):…
Smartkarma Daily BriefsMay 23, 2025
Daily BriefsJapanIn today’s briefing: (Mostly) Asia-Pac M&A: Xanadu Mines, Reject Shop, ESR Group, Shibaura Elect., Jamco,…
Smartkarma Daily BriefsMay 25, 2025
Daily BriefsJapanIn today’s briefing: Dentsu Group — New medium-term plan actionedJCR Pharmaceutical (4552 JP): Guidance Signals…
Smartkarma Daily BriefsMay 24, 2025
Daily BriefsJapanIn today’s briefing: GMO Internet (4784) - Squeeze-Able So Squeezing, Offering Likely Gets Pulled -…
Smartkarma Daily BriefsMay 23, 2025
Daily BriefsJapanIn today’s briefing: Seven Bank (8410) - Seven & I Selldown, Itochu Buy-In, Not on…
Smartkarma Daily BriefsMay 22, 2025
Daily BriefsJapanIn today’s briefing: ShinEtsu Chem (4063) - How the FCSR WorksMany Companies in Japan Are…
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Daily BriefsJapanIn today’s briefing: Toyota Industries (6201) Deal Could Be Announced Near-TermToyota Industries (6201 JP): A…
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Daily BriefsMacroIn today’s briefing: HEW: Dovish Arguments Ageing PoorlyBitcoin, Buffett, and the Barbarians at the Gate…
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