Daily BriefsMost Read Most Read: Uni President Enterprises, JF Wealth Holdings, Makino Milling Machine Co, Cosco Shipping Development, Taiyo Holdings, Foshan Haitian Flavouring & Food Company, MAC Copper, CapitaLand Ascendas REIT, Nufarm Ltd and more In today’s briefing: Yuanta/P-Shares Taiwan Div+ ETF Rebalance Preview: Five Changes; US$5.2bn Trade; Other Index…Smartkarma Daily BriefsMay 29, 2025
Daily BriefsMost Read Most Read: Horizon Robotics, Uni President Enterprises, Shandong Himile Mechanical Science & Technology, Makino Milling Machine Co, Beijing Airport High Tech A, JF Wealth Holdings, First Pacific Co, PI Advanced Materials and more In today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index…Smartkarma Daily BriefsMay 28, 2025
Daily BriefsMost Read Most Read: Horizon Robotics, Eternal, Elite Material, Tsuruha Holdings, Bestechnic Shanghai , Fuji Media Holdings, Uni President Enterprises, Soundwill Holdings, Shandong Himile Mechanical Science & Technology, Taishin Financial Holding and more In today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index…Smartkarma Daily BriefsMay 27, 2025
Daily BriefsMost Read Most Read: Alibaba Group Holding , Horizon Robotics, Tsuruha Holdings, Soundwill Holdings, Toyota Industries, Mayne Pharma, Eternal, Samsung Biologics , Elite Material and more In today’s briefing: Why Is Michael Burry So Bearish on Alibaba (And Other Major Chinese…Smartkarma Daily BriefsMay 26, 2025
Daily BriefsMost Read Most Read: BYD, Contemporary Amperex Technology (CATL), Midea Group, Seres Group , Nationz Technologies Inc A, DigiPlus Interactive , Shanghai Runda Medical Tec-A, Samsung C&T, LX International and more In today’s briefing: HSTECH Index Rebalance: BYD (1211 HK) To Replace China Literature (772 HK)…Smartkarma Daily BriefsMay 25, 2025
Daily BriefsMost Read Most Read: GMO Internet, Contemporary Amperex Technology (CATL), Welcia Holdings, Soundwill Holdings, DigiPlus Interactive , HD Hyundai Marine Solution , Bharat Electronics, Dowooinsys, Xanadu Mines and more In today’s briefing: GMO Internet (4784) - Squeeze-Able So Squeezing, Offering Likely Gets Pulled -…Smartkarma Daily BriefsMay 24, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: [Japan Activism/M&A] Taiyo Holdings (4626) Now an MBO Target? KKR and One More Bidding and more In today’s briefing: Taiyo Holdings (4626) Now an MBO Target? KKR and One More BiddingMAC…Smartkarma Daily BriefsMay 29, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: [Japan M&A] Makino Milling (6135) – MBK as White Knight Appears To Have Made a Binding Bid and more In today’s briefing: Makino Milling (6135) - MBK as White Knight Appears To Have Made…Smartkarma Daily BriefsMay 28, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: [Japan Activism/M&A] – Shareholders Approve Tsuruha/Welcia Merger – Now It’s Partial Offer+Synergies and more In today’s briefing: - Shareholders Approve Tsuruha/Welcia Merger - Now It's Partial Offer+Synergies The Upcoming…Smartkarma Daily BriefsMay 27, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index Flows and more In today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index…Smartkarma Daily BriefsMay 26, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Soundwill Holdings (878 HK): Hard Lessons from Another HK Arbageddon and more In today’s briefing: Soundwill Holdings (878 HK): Hard Lessons from Another HK ArbageddonLast Week in…Smartkarma Daily BriefsMay 25, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Xanadu (XAM AU): A Mongolian Face To A Mongolian Project and more In today’s briefing: Xanadu (XAM AU): A Mongolian Face To A Mongolian Project Sell HAVAS…Smartkarma Daily BriefsMay 24, 2025
Daily BriefsECM Daily Brief ECM: Capitaland Ascendas REIT Placement: DPU and NAV Accretive and more In today’s briefing: Capitaland Ascendas REIT Placement: DPU and NAV Accretive52 Toys Development Co. Ltd…Smartkarma Daily BriefsMay 29, 2025
Daily BriefsECM Daily Brief ECM: ALS Placement: Potential Upside Despite Mixed Analyst Views and more In today’s briefing: ALS Placement: Potential Upside Despite Mixed Analyst ViewsHK Strategy: Some Consumer IPO…Smartkarma Daily BriefsMay 28, 2025
Daily BriefsECM Daily Brief ECM: Interglobe Aviation (Indigo) Placement – Another US$800m+ Deal by Co-Founder and more In today’s briefing: Interglobe Aviation (Indigo) Placement - Another US$800m+ Deal by Co-FounderSchloss Bangalore IPO…Smartkarma Daily BriefsMay 27, 2025
Daily BriefsECM Daily Brief ECM: Curator’s Cut: Korea’s Value and more In today’s briefing: Curator's Cut: Korea's Value, CATL's Charge and Copper's SurgeECM Weekly (26 May…Smartkarma Daily BriefsMay 26, 2025
Daily BriefsECM Daily Brief ECM: China Healthcare Weekly (May 25) – Pfizer-3SBio’s Record-Breaking Deal and more In today’s briefing: China Healthcare Weekly (May 25) - Pfizer-3SBio's Record-Breaking Deal, RemeGen's HK$796Mn Placing…Smartkarma Daily BriefsMay 25, 2025
Daily BriefsECM Daily Brief ECM: Dowoo Insys IPO Preview and more In today’s briefing: Dowoo Insys IPO PreviewMNTN, Inc. IPO: Blockbuster NYSE Debut, The Stock Has…Smartkarma Daily BriefsMay 24, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: NVIDIA’s China Dilema Is Worse Than You Think… and more In today’s briefing: NVIDIA's China Dilema Is Worse Than You Think...Metaplanet (3350) | The Bitcoin…Smartkarma Daily BriefsMay 29, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Nvidia’s Jensen Complaining About Export Restrictions to China: How Much Is at Stake? Quite a Lot. and more In today’s briefing: Nvidia’s Jensen Complaining About Export Restrictions to China: How Much Is at…Smartkarma Daily BriefsMay 28, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Meituan (3690 HK): 1Q25 and more In today’s briefing: Meituan (3690 HK): 1Q25, Main Businesses Up by 20%Thai Beverage (THBEV): Undervalued…Smartkarma Daily BriefsMay 27, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: AVTL: Storage Platform Poised for Growth Amid Demand Visibility and more In today’s briefing: AVTL: Storage Platform Poised for Growth Amid Demand VisibilityTongcheng Travel (780 HK):…Smartkarma Daily BriefsMay 26, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Why Is Michael Burry So Bearish on Alibaba (And Other Major Chinese Tech Stocks)? and more In today’s briefing: Why Is Michael Burry So Bearish on Alibaba (And Other Major Chinese…Smartkarma Daily BriefsMay 25, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Short – Mercedes-Benz Group AG (MBG.DE) and more In today’s briefing: Short - Mercedes-Benz Group AG (MBG.DE)Schloss Bangalore (Leela Hotels) IPO: High-ARR Play…Smartkarma Daily BriefsMay 24, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Anker Innovations Technology, Lens Technology , AppLovin , Synopsys Inc, Soluna Holdings , Fortinet Inc, Xiaomi Corp and more In today’s briefing: NVIDIA's China Dilema Is Worse Than You Think...STAR&CHINEXT 50 Index Rebalance Preview:…Smartkarma Daily BriefsMay 29, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: JF Wealth Holdings, NVIDIA Corp, Solid Inc, Circle Internet Group, Globalwafers, Silergy Corp, Alphabet , Zen Technologies, Taiwan Semiconductor (TSMC) – ADR, Baidu and more In today’s briefing: CSI Hong Kong Connect Internet Index Rebalance Preview: 6 Changes & US$700m…Smartkarma Daily BriefsMay 28, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Elite Material, Datadog , Advanced Micro Devices, Fidelity National Info Serv, Super Micro Computer, Electronic Arts, Dowooinsys, Dobot, Lenovo, Mixi Inc and more In today’s briefing: Quiddity Leaderboard T50/100 Jun25: Base Date Ranks; Final ExpectationsDatadog’s AI Playbook: Will…Smartkarma Daily BriefsMay 27, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Horizon Robotics, Contemporary Amperex Technology (CATL), Elite Material, Bestechnic Shanghai , Fabrinet and more In today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index…Smartkarma Daily BriefsMay 26, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Alibaba Group Holding , Tencent, Taiwan Semiconductor (TSMC) – ADR, Shibaura Electronics, Palantir Technologies , Itron Inc, Lumen Technologies, Microsoft Corp, On Semiconductor, Interdigital Inc and more In today’s briefing: Why Is Michael Burry So Bearish on Alibaba (And Other Major Chinese…Smartkarma Daily BriefsMay 25, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Dowooinsys, Tencent, Xiaomi Corp, Huawei Technology, MNTN, Avnet Inc, SAP , Broadridge Financial Solutions, Inc and more In today’s briefing: Dowoo Insys IPO PreviewTencent (700 HK): Strategic Insights and Top Trades from…Smartkarma Daily BriefsMay 24, 2025
ChinaDaily Briefs Daily Brief China: 52TOYS Development, Anker Innovations Technology, Lens Technology , Vigonvita Life Sciences, Xiaomi Corp and more In today’s briefing: 52 Toys Development Co. Ltd Pre-IPO TearsheetSTAR&CHINEXT 50 Index Rebalance Preview: One…Smartkarma Daily BriefsMay 29, 2025
ChinaDaily Briefs Daily Brief China: JF Wealth Holdings, First Pacific Co, Foshan Haitian Flavouring & Food Company, Silergy Corp, PDD Holdings, Seres Group , Baidu, Kuaishou Technology, XPeng , Atour Lifestyle Holdings and more In today’s briefing: CSI Hong Kong Connect Internet Index Rebalance Preview: 6 Changes & US$700m…Smartkarma Daily BriefsMay 28, 2025
ChinaDaily Briefs Daily Brief China: Soundwill Holdings, Meituan, Shandong Himile Mechanical Science & Technology, Cosco Shipping Development, Beijing Airport High Tech A, Foshan Haitian Flavouring & Food, PegBio, BYD, Jiangsu Hengrui Pharmaceuticals, Sands China and more In today’s briefing: Soundwill (878 HK): Thoughts On The Latest Scheme FailMeituan (3690 HK): 1Q25,…Smartkarma Daily BriefsMay 27, 2025
ChinaDaily Briefs Daily Brief China: Horizon Robotics, Contemporary Amperex Technology (CATL), Bestechnic Shanghai , Tongcheng Travel Holdings , Alibaba Group Holding , Guangdong Investment, Foshan Haitian Flavouring & Food Company and more In today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index…Smartkarma Daily BriefsMay 26, 2025
ChinaDaily Briefs Daily Brief China: Alibaba Group Holding , Soundwill Holdings, Tencent, Remegen , ZIM Integrated Shipping Services and more In today’s briefing: Why Is Michael Burry So Bearish on Alibaba (And Other Major Chinese…Smartkarma Daily BriefsMay 25, 2025
ChinaDaily Briefs Daily Brief China: Tencent, Alibaba Group Holding , Huawei Technology, Xiaomi Corp, BYD and more In today’s briefing: Tencent (700 HK): Strategic Insights and Top Trades from HKEX Options TradingAlibaba…Smartkarma Daily BriefsMay 24, 2025
Daily BriefsJapan Daily Brief Japan: Taiyo Holdings, Metaplanet, TSE Tokyo Price Index TOPIX and more In today’s briefing: Taiyo Holdings (4626) Now an MBO Target? KKR and One More BiddingTaiyo…Smartkarma Daily BriefsMay 29, 2025
Daily BriefsJapan Daily Brief Japan: Makino Milling Machine Co, Orix JREIT Inc, Seven & I Holdings, Shionogi & Co, Paycloud Holdings , Okinawa Cellular Telephone, Japan Lifeline, Dydo Drinco Inc and more In today’s briefing: Makino Milling (6135) - MBK as White Knight Appears To Have Made…Smartkarma Daily BriefsMay 28, 2025
Daily BriefsJapan Daily Brief Japan: Tsuruha Holdings, Fuji Media Holdings, TSE Tokyo Price Index TOPIX, Lifenet Insurance Company, Mixi Inc, Nitto Kogyo, Sodick Co Ltd and more In today’s briefing: - Shareholders Approve Tsuruha/Welcia Merger - Now It's Partial Offer+Synergies The Upcoming…Smartkarma Daily BriefsMay 27, 2025
Daily BriefsJapan Daily Brief Japan: Tsuruha Holdings, Toyota Industries, Jade Group and more In today’s briefing: Tsuruha (3391 JP)/Welcia (3141 JP): Vote MusingsWeekly Deals Digest (25 May) -…Smartkarma Daily BriefsMay 26, 2025
Daily BriefsJapan Daily Brief Japan: Shibaura Electronics, Toyota Industries, TSE Tokyo Price Index TOPIX and more In today’s briefing: (Mostly) Asia-Pac M&A: Xanadu Mines, Reject Shop, ESR Group, Shibaura Elect., Jamco,…Smartkarma Daily BriefsMay 25, 2025
Daily BriefsJapan Daily Brief Japan: Dentsu Inc, Jcr Pharmaceuticals, Aoyama Zaisan Networks Co Lt, Polaris Holdings, Startia Holdings, Sumitomo Pharma and more In today’s briefing: Dentsu Group — New medium-term plan actionedJCR Pharmaceutical (4552 JP): Guidance Signals…Smartkarma Daily BriefsMay 24, 2025
Daily BriefsMacro Daily Brief Macro: US vs EU: Crying ‘Wolf’? and more In today’s briefing: US vs EU: Crying ‘Wolf’?Steno Signals #198 – A 20–25% Weaker USD…Smartkarma Daily BriefsMay 28, 2025
Daily BriefsMacro Daily Brief Macro: US Debt Downgrade: No Impact on Fiscal Policy Conduct as US Equity-Treasury Valuations Turn Neutral and more In today’s briefing: US Debt Downgrade: No Impact on Fiscal Policy Conduct as US Equity-Treasury…Smartkarma Daily BriefsMay 27, 2025
Daily BriefsMacro Daily Brief Macro: Overview #27 – The Big Beautiful Tragi-Comedy Continues and more In today’s briefing: Overview #27 – The Big Beautiful Tragi-Comedy ContinuesBond Vigilantes and Trade Tensions…Smartkarma Daily BriefsMay 26, 2025
Daily BriefsMacro Daily Brief Macro: Why Interest Rates Are Shooting Up All Around the World and more In today’s briefing: Why Interest Rates Are Shooting Up All Around the WorldGlobal Rates: SLR…Smartkarma Daily BriefsMay 24, 2025
Daily BriefsMacro Daily Brief Macro: [ETP 2025/21] WTI Slips on Oversupply Fears and more In today’s briefing: WTI Slips on Oversupply Fears, Henry Hub Hit by Mild Weather and…Smartkarma Daily BriefsMay 23, 2025
Daily BriefsMacro Daily Brief Macro: UK Inflation Flies Hawkish Pressures and more In today’s briefing: UK Inflation Flies Hawkish PressuresBiden Era Tire Emission Rule In Bin; USTMA…Smartkarma Daily BriefsMay 22, 2025
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #57 – The Most Vital Onchain Metrics for Adoption and more In today’s briefing: Crypto Moves #57 – The Most Vital Onchain Metrics for AdoptionDelphi's Infrastructure…Smartkarma Daily BriefsDecember 21, 2024
CryptoDaily Briefs Daily Brief Crypto: 2025 High Conviction: Bitcoin Long – New All-Time Highs on the Horizon and more In today’s briefing: 2025 High Conviction: Bitcoin Long - New All-Time Highs on the Horizon…Smartkarma Daily BriefsDecember 20, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #56 – Suddenly We Are Once Again Discussing Inflation and more In today’s briefing: Crypto Moves #56 – Suddenly We Are Once Again Discussing Inflation Crypto…Smartkarma Daily BriefsDecember 14, 2024
CryptoDaily Briefs Daily Brief Crypto: Delphi’s Markets Year Ahead 2025 and more In today’s briefing: Delphi's Markets Year Ahead 2025 Delphi's Markets Year Ahead 2025By The Delphi…Smartkarma Daily BriefsDecember 13, 2024
CryptoDaily Briefs Daily Brief Crypto: TON Part 2: A Win-Win Outcome from One Year of Partnership and more In today’s briefing: TON Part 2: A Win-Win Outcome from One Year of PartnershipSui Network:…Smartkarma Daily BriefsDecember 12, 2024
CryptoDaily Briefs Daily Brief Crypto: Bitcoin and more In today’s briefing: Bitcoin, Price / Vol Spirals and MSTRCrypto Crisp: Trump Is Assembling a…Smartkarma Daily BriefsDecember 11, 2024
Daily BriefsMost Read Most Read: Uni President Enterprises, JF Wealth Holdings, Makino Milling Machine Co, Cosco Shipping Development, Taiyo Holdings, Foshan Haitian Flavouring & Food Company, MAC Copper, CapitaLand Ascendas REIT, Nufarm Ltd and more In today’s briefing: Yuanta/P-Shares Taiwan Div+ ETF Rebalance Preview: Five Changes; US$5.2bn Trade; Other Index…Smartkarma Daily BriefsMay 29, 2025
Daily BriefsMost Read Most Read: Horizon Robotics, Uni President Enterprises, Shandong Himile Mechanical Science & Technology, Makino Milling Machine Co, Beijing Airport High Tech A, JF Wealth Holdings, First Pacific Co, PI Advanced Materials and more In today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index…Smartkarma Daily BriefsMay 28, 2025
Daily BriefsMost Read Most Read: Horizon Robotics, Eternal, Elite Material, Tsuruha Holdings, Bestechnic Shanghai , Fuji Media Holdings, Uni President Enterprises, Soundwill Holdings, Shandong Himile Mechanical Science & Technology, Taishin Financial Holding and more In today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index…Smartkarma Daily BriefsMay 27, 2025
Daily BriefsMost Read Most Read: Alibaba Group Holding , Horizon Robotics, Tsuruha Holdings, Soundwill Holdings, Toyota Industries, Mayne Pharma, Eternal, Samsung Biologics , Elite Material and more In today’s briefing: Why Is Michael Burry So Bearish on Alibaba (And Other Major Chinese…Smartkarma Daily BriefsMay 26, 2025
Daily BriefsMost Read Most Read: BYD, Contemporary Amperex Technology (CATL), Midea Group, Seres Group , Nationz Technologies Inc A, DigiPlus Interactive , Shanghai Runda Medical Tec-A, Samsung C&T, LX International and more In today’s briefing: HSTECH Index Rebalance: BYD (1211 HK) To Replace China Literature (772 HK)…Smartkarma Daily BriefsMay 25, 2025
Daily BriefsMost Read Most Read: GMO Internet, Contemporary Amperex Technology (CATL), Welcia Holdings, Soundwill Holdings, DigiPlus Interactive , HD Hyundai Marine Solution , Bharat Electronics, Dowooinsys, Xanadu Mines and more In today’s briefing: GMO Internet (4784) - Squeeze-Able So Squeezing, Offering Likely Gets Pulled -…Smartkarma Daily BriefsMay 24, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: [Japan Activism/M&A] Taiyo Holdings (4626) Now an MBO Target? KKR and One More Bidding and more In today’s briefing: Taiyo Holdings (4626) Now an MBO Target? KKR and One More BiddingMAC…Smartkarma Daily BriefsMay 29, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: [Japan M&A] Makino Milling (6135) – MBK as White Knight Appears To Have Made a Binding Bid and more In today’s briefing: Makino Milling (6135) - MBK as White Knight Appears To Have Made…Smartkarma Daily BriefsMay 28, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: [Japan Activism/M&A] – Shareholders Approve Tsuruha/Welcia Merger – Now It’s Partial Offer+Synergies and more In today’s briefing: - Shareholders Approve Tsuruha/Welcia Merger - Now It's Partial Offer+Synergies The Upcoming…Smartkarma Daily BriefsMay 27, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index Flows and more In today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index…Smartkarma Daily BriefsMay 26, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Soundwill Holdings (878 HK): Hard Lessons from Another HK Arbageddon and more In today’s briefing: Soundwill Holdings (878 HK): Hard Lessons from Another HK ArbageddonLast Week in…Smartkarma Daily BriefsMay 25, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Xanadu (XAM AU): A Mongolian Face To A Mongolian Project and more In today’s briefing: Xanadu (XAM AU): A Mongolian Face To A Mongolian Project Sell HAVAS…Smartkarma Daily BriefsMay 24, 2025
Daily BriefsECM Daily Brief ECM: Capitaland Ascendas REIT Placement: DPU and NAV Accretive and more In today’s briefing: Capitaland Ascendas REIT Placement: DPU and NAV Accretive52 Toys Development Co. Ltd…Smartkarma Daily BriefsMay 29, 2025
Daily BriefsECM Daily Brief ECM: ALS Placement: Potential Upside Despite Mixed Analyst Views and more In today’s briefing: ALS Placement: Potential Upside Despite Mixed Analyst ViewsHK Strategy: Some Consumer IPO…Smartkarma Daily BriefsMay 28, 2025
Daily BriefsECM Daily Brief ECM: Interglobe Aviation (Indigo) Placement – Another US$800m+ Deal by Co-Founder and more In today’s briefing: Interglobe Aviation (Indigo) Placement - Another US$800m+ Deal by Co-FounderSchloss Bangalore IPO…Smartkarma Daily BriefsMay 27, 2025
Daily BriefsECM Daily Brief ECM: Curator’s Cut: Korea’s Value and more In today’s briefing: Curator's Cut: Korea's Value, CATL's Charge and Copper's SurgeECM Weekly (26 May…Smartkarma Daily BriefsMay 26, 2025
Daily BriefsECM Daily Brief ECM: China Healthcare Weekly (May 25) – Pfizer-3SBio’s Record-Breaking Deal and more In today’s briefing: China Healthcare Weekly (May 25) - Pfizer-3SBio's Record-Breaking Deal, RemeGen's HK$796Mn Placing…Smartkarma Daily BriefsMay 25, 2025
Daily BriefsECM Daily Brief ECM: Dowoo Insys IPO Preview and more In today’s briefing: Dowoo Insys IPO PreviewMNTN, Inc. IPO: Blockbuster NYSE Debut, The Stock Has…Smartkarma Daily BriefsMay 24, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: NVIDIA’s China Dilema Is Worse Than You Think… and more In today’s briefing: NVIDIA's China Dilema Is Worse Than You Think...Metaplanet (3350) | The Bitcoin…Smartkarma Daily BriefsMay 29, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Nvidia’s Jensen Complaining About Export Restrictions to China: How Much Is at Stake? Quite a Lot. and more In today’s briefing: Nvidia’s Jensen Complaining About Export Restrictions to China: How Much Is at…Smartkarma Daily BriefsMay 28, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Meituan (3690 HK): 1Q25 and more In today’s briefing: Meituan (3690 HK): 1Q25, Main Businesses Up by 20%Thai Beverage (THBEV): Undervalued…Smartkarma Daily BriefsMay 27, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: AVTL: Storage Platform Poised for Growth Amid Demand Visibility and more In today’s briefing: AVTL: Storage Platform Poised for Growth Amid Demand VisibilityTongcheng Travel (780 HK):…Smartkarma Daily BriefsMay 26, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Why Is Michael Burry So Bearish on Alibaba (And Other Major Chinese Tech Stocks)? and more In today’s briefing: Why Is Michael Burry So Bearish on Alibaba (And Other Major Chinese…Smartkarma Daily BriefsMay 25, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Short – Mercedes-Benz Group AG (MBG.DE) and more In today’s briefing: Short - Mercedes-Benz Group AG (MBG.DE)Schloss Bangalore (Leela Hotels) IPO: High-ARR Play…Smartkarma Daily BriefsMay 24, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Anker Innovations Technology, Lens Technology , AppLovin , Synopsys Inc, Soluna Holdings , Fortinet Inc, Xiaomi Corp and more In today’s briefing: NVIDIA's China Dilema Is Worse Than You Think...STAR&CHINEXT 50 Index Rebalance Preview:…Smartkarma Daily BriefsMay 29, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: JF Wealth Holdings, NVIDIA Corp, Solid Inc, Circle Internet Group, Globalwafers, Silergy Corp, Alphabet , Zen Technologies, Taiwan Semiconductor (TSMC) – ADR, Baidu and more In today’s briefing: CSI Hong Kong Connect Internet Index Rebalance Preview: 6 Changes & US$700m…Smartkarma Daily BriefsMay 28, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Elite Material, Datadog , Advanced Micro Devices, Fidelity National Info Serv, Super Micro Computer, Electronic Arts, Dowooinsys, Dobot, Lenovo, Mixi Inc and more In today’s briefing: Quiddity Leaderboard T50/100 Jun25: Base Date Ranks; Final ExpectationsDatadog’s AI Playbook: Will…Smartkarma Daily BriefsMay 27, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Horizon Robotics, Contemporary Amperex Technology (CATL), Elite Material, Bestechnic Shanghai , Fabrinet and more In today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index…Smartkarma Daily BriefsMay 26, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Alibaba Group Holding , Tencent, Taiwan Semiconductor (TSMC) – ADR, Shibaura Electronics, Palantir Technologies , Itron Inc, Lumen Technologies, Microsoft Corp, On Semiconductor, Interdigital Inc and more In today’s briefing: Why Is Michael Burry So Bearish on Alibaba (And Other Major Chinese…Smartkarma Daily BriefsMay 25, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Dowooinsys, Tencent, Xiaomi Corp, Huawei Technology, MNTN, Avnet Inc, SAP , Broadridge Financial Solutions, Inc and more In today’s briefing: Dowoo Insys IPO PreviewTencent (700 HK): Strategic Insights and Top Trades from…Smartkarma Daily BriefsMay 24, 2025
ChinaDaily Briefs Daily Brief China: 52TOYS Development, Anker Innovations Technology, Lens Technology , Vigonvita Life Sciences, Xiaomi Corp and more In today’s briefing: 52 Toys Development Co. Ltd Pre-IPO TearsheetSTAR&CHINEXT 50 Index Rebalance Preview: One…Smartkarma Daily BriefsMay 29, 2025
ChinaDaily Briefs Daily Brief China: JF Wealth Holdings, First Pacific Co, Foshan Haitian Flavouring & Food Company, Silergy Corp, PDD Holdings, Seres Group , Baidu, Kuaishou Technology, XPeng , Atour Lifestyle Holdings and more In today’s briefing: CSI Hong Kong Connect Internet Index Rebalance Preview: 6 Changes & US$700m…Smartkarma Daily BriefsMay 28, 2025
ChinaDaily Briefs Daily Brief China: Soundwill Holdings, Meituan, Shandong Himile Mechanical Science & Technology, Cosco Shipping Development, Beijing Airport High Tech A, Foshan Haitian Flavouring & Food, PegBio, BYD, Jiangsu Hengrui Pharmaceuticals, Sands China and more In today’s briefing: Soundwill (878 HK): Thoughts On The Latest Scheme FailMeituan (3690 HK): 1Q25,…Smartkarma Daily BriefsMay 27, 2025
ChinaDaily Briefs Daily Brief China: Horizon Robotics, Contemporary Amperex Technology (CATL), Bestechnic Shanghai , Tongcheng Travel Holdings , Alibaba Group Holding , Guangdong Investment, Foshan Haitian Flavouring & Food Company and more In today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index…Smartkarma Daily BriefsMay 26, 2025
ChinaDaily Briefs Daily Brief China: Alibaba Group Holding , Soundwill Holdings, Tencent, Remegen , ZIM Integrated Shipping Services and more In today’s briefing: Why Is Michael Burry So Bearish on Alibaba (And Other Major Chinese…Smartkarma Daily BriefsMay 25, 2025
ChinaDaily Briefs Daily Brief China: Tencent, Alibaba Group Holding , Huawei Technology, Xiaomi Corp, BYD and more In today’s briefing: Tencent (700 HK): Strategic Insights and Top Trades from HKEX Options TradingAlibaba…Smartkarma Daily BriefsMay 24, 2025
Daily BriefsJapan Daily Brief Japan: Taiyo Holdings, Metaplanet, TSE Tokyo Price Index TOPIX and more In today’s briefing: Taiyo Holdings (4626) Now an MBO Target? KKR and One More BiddingTaiyo…Smartkarma Daily BriefsMay 29, 2025
Daily BriefsJapan Daily Brief Japan: Makino Milling Machine Co, Orix JREIT Inc, Seven & I Holdings, Shionogi & Co, Paycloud Holdings , Okinawa Cellular Telephone, Japan Lifeline, Dydo Drinco Inc and more In today’s briefing: Makino Milling (6135) - MBK as White Knight Appears To Have Made…Smartkarma Daily BriefsMay 28, 2025
Daily BriefsJapan Daily Brief Japan: Tsuruha Holdings, Fuji Media Holdings, TSE Tokyo Price Index TOPIX, Lifenet Insurance Company, Mixi Inc, Nitto Kogyo, Sodick Co Ltd and more In today’s briefing: - Shareholders Approve Tsuruha/Welcia Merger - Now It's Partial Offer+Synergies The Upcoming…Smartkarma Daily BriefsMay 27, 2025
Daily BriefsJapan Daily Brief Japan: Tsuruha Holdings, Toyota Industries, Jade Group and more In today’s briefing: Tsuruha (3391 JP)/Welcia (3141 JP): Vote MusingsWeekly Deals Digest (25 May) -…Smartkarma Daily BriefsMay 26, 2025
Daily BriefsJapan Daily Brief Japan: Shibaura Electronics, Toyota Industries, TSE Tokyo Price Index TOPIX and more In today’s briefing: (Mostly) Asia-Pac M&A: Xanadu Mines, Reject Shop, ESR Group, Shibaura Elect., Jamco,…Smartkarma Daily BriefsMay 25, 2025
Daily BriefsJapan Daily Brief Japan: Dentsu Inc, Jcr Pharmaceuticals, Aoyama Zaisan Networks Co Lt, Polaris Holdings, Startia Holdings, Sumitomo Pharma and more In today’s briefing: Dentsu Group — New medium-term plan actionedJCR Pharmaceutical (4552 JP): Guidance Signals…Smartkarma Daily BriefsMay 24, 2025
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