Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, Zomato, Seven & I Holdings, Hamamatsu Photonics Kk, ESR Group , Ninebot , APT Medical , Bajaj Housing Finance, CPMC Holdings and more In today’s briefing: TCM (570 HK): Profit Warning Is No BiggieZomato: Index Inclusions & Passive…Smartkarma Daily BriefsSeptember 2, 2024
Daily BriefsMost Read Most Read: Jardine Matheson Holdings, Hitachi Energy India, Pro Medicus Ltd, Hamamatsu Photonics Kk, Edelweiss Financial Services, Seven & I Holdings, Samsung C&T, SHEIN, ESR Group , LS Materials and more In today’s briefing: Jardine Matheson (JM SP): Trading "Cheap"NIFTY MIDCAP150 Index Rebalance: 19 Changes a…Smartkarma Daily BriefsSeptember 1, 2024
Daily BriefsMost Read Most Read: Terumo Corp, Zomato, Jardine Matheson Holdings, NVIDIA Corp, LG Chem Ltd, Doosan Robotics , CPMC Holdings, Kum Yang , Hamamatsu Photonics Kk and more In today’s briefing: Terumo (4543 JP) Secondary Offering - Smaller Than It LooksZomato: Index Inclusions…Smartkarma Daily BriefsAugust 31, 2024
Daily BriefsMost Read Most Read: Toyota Motor, Terumo Corp, Pro Medicus Ltd, LG Chem Ltd, Sino American Silicon Products, Hyundai Rotem Company, Doosan Robotics , Arvida and more In today’s briefing: Toyota Partial Offer Results - What Next?Terumo (4543 JP) Secondary Offering -…Smartkarma Daily BriefsAugust 30, 2024
Daily BriefsMost Read Most Read: Kansai Paint, Toyota Motor, Seven & I Holdings, Kioxia Holdings , Jardine Matheson Holdings, Home Consortium Ltd, KT Corp, Hyundai Motor, Huafa Property Services Group and more In today’s briefing: Kansai Paint (4613) - Going Hard with a BIG Buyback and More…Smartkarma Daily BriefsAugust 29, 2024
Daily BriefsMost Read Most Read: Huafa Property Services Group, Nuvoton Technology, Seven & I Holdings, Toyota Motor, Kioxia Holdings , Taiwan Semiconductor (TSMC) – ADR, OCI Co, SK Square and more In today’s briefing: Huafa Property (982 HK): Buy With Both HandsYuanta/P-Shares Taiwan Div+ ETF Rebalance…Smartkarma Daily BriefsAugust 28, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Artisan Partners Writes a Letter To the 7&I Board (3382) – Meh… and more In today’s briefing: Artisan Partners Writes a Letter To the 7&I Board (3382) - Meh...Quiddity…Smartkarma Daily BriefsSeptember 2, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: Seven & I and more In today’s briefing: (Mostly) Asia-Pac M&A: Seven & I, Silverlake Axis, Shanghai Henlius, CPMC, Shinko…Smartkarma Daily BriefsSeptember 1, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Brookfield Explores Sovereign Funds for Grifols Takeover Bid and more In today’s briefing: Brookfield Explores Sovereign Funds for Grifols Takeover BidKum Yang: A Major Capital…Smartkarma Daily BriefsAugust 31, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: LG Corp Plans to Purchase 200 Billlion Won of LG Electronics and 300 Billion Won of LG Chem and more In today’s briefing: LG Corp Plans to Purchase 200 Billlion Won of LG Electronics and…Smartkarma Daily BriefsAugust 30, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Jardine Matheson (JM SP): Trading “Cheap” and more In today’s briefing: Jardine Matheson (JM SP): Trading "Cheap"Hyundai Motor's Value-Up Disclosure: Trading Implications from…Smartkarma Daily BriefsAugust 29, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Updates on The Couche-Tard Deal for 7&I (3382 JP) and more In today’s briefing: Updates on The Couche-Tard Deal for 7&I (3382 JP)Toyota Partial Offer Results…Smartkarma Daily BriefsAugust 28, 2024
Daily BriefsECM Daily Brief ECM: SHEIN & Temu Updates: ‘De Minimis’ Threat | Chinese X-Border Slowdown | Plastics! | AMZN Project? and more In today’s briefing: SHEIN & Temu Updates: 'De Minimis' Threat | Chinese X-Border Slowdown |…Smartkarma Daily BriefsSeptember 1, 2024
Daily BriefsECM Daily Brief ECM: Finding Unusual Arbitrage Angles in Kumyang’s Effectively Pre-Announced Capital Increase and more In today’s briefing: Finding Unusual Arbitrage Angles in Kumyang's Effectively Pre-Announced Capital IncreaseHamamatsu Photonics (6965)…Smartkarma Daily BriefsAugust 31, 2024
Daily BriefsECM Daily Brief ECM: Terumo (4543 JP) Secondary Offering – Smaller Than It Looks and more In today’s briefing: Terumo (4543 JP) Secondary Offering - Smaller Than It LooksTerumo Placement -…Smartkarma Daily BriefsAugust 30, 2024
Daily BriefsECM Daily Brief ECM: Interglobe Aviation (Indigo) Placement – Another US$800m+ Deal and more In today’s briefing: Interglobe Aviation (Indigo) Placement - Another US$800m+ Deal, This Time by the…Smartkarma Daily BriefsAugust 29, 2024
Daily BriefsECM Daily Brief ECM: Keppel Infra Trust Placement – While the Raising Is Relatively Large and more In today’s briefing: Keppel Infra Trust Placement - While the Raising Is Relatively Large, Its…Smartkarma Daily BriefsAugust 28, 2024
Daily BriefsECM Daily Brief ECM: Hyundai Motor India IPO Valuation Analysis and more In today’s briefing: Hyundai Motor India IPO Valuation AnalysisSTCube: Rights Offering Capital Raise of 89…Smartkarma Daily BriefsAugust 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: BYD Vs Tesla: 1H 2024 Updates and more In today’s briefing: BYD Vs Tesla: 1H 2024 UpdatesSinotrans (598 HK): Attracted by the YieldWeekly…Smartkarma Daily BriefsSeptember 2, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Edelweiss: Scaling Up Well | Value Unlocking Is Catalyzing Re-Rating and more In today’s briefing: Edelweiss: Scaling Up Well | Value Unlocking Is Catalyzing Re-RatingAspirasi Hidup Indonesia…Smartkarma Daily BriefsSeptember 1, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: NVIDIA’s >5x YoY “Singapore” Revenue Growth Is A Red Flag and more In today’s briefing: NVIDIA's >5x YoY "Singapore" Revenue Growth Is A Red FlagTech Supply Chain…Smartkarma Daily BriefsAugust 31, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Narrative and Numbers | Affordable Housing Finance | FY24 and more In today’s briefing: Narrative and Numbers | Affordable Housing Finance | FY24BYD (1211 HK): Revenue…Smartkarma Daily BriefsAugust 30, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Seven & I (3382) | Strategic Refocus and Acquisition Interest Signal Major Upside Potential and more In today’s briefing: Seven & I (3382) | Strategic Refocus and Acquisition Interest Signal Major…Smartkarma Daily BriefsAugust 29, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC (2330.TT; TSM.US): 2024 Top Clients and more In today’s briefing: TSMC (2330.TT; TSM.US): 2024 Top ClientsPDD Holdings (PDD US): Earnings Call Spooks…Smartkarma Daily BriefsAugust 28, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hamamatsu Photonics Kk, SK Hynix and more In today’s briefing: Hamamatsu Photonics Placement - Peculiar TimingMorning Views Asia: China Vanke , Shui…Smartkarma Daily BriefsSeptember 2, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: International Business Machines and more In today’s briefing: IBM Pulls R&D Units Out of China in Latest Withdrawal by U.S.…Smartkarma Daily BriefsSeptember 1, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Hamamatsu Photonics Kk, Samsung Electronics, NCSOFT Corp, Silergy Corp, Japan Business Systems , Taiwan Stock Exchange Weighted Index and more In today’s briefing: NVIDIA's >5x YoY "Singapore" Revenue Growth Is A Red FlagHamamatsu Photonics (6965)…Smartkarma Daily BriefsAugust 31, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Sino American Silicon Products, NVIDIA Corp, Dell Technologies , Huawei Technology, Red Cat Holdings , 4Paradigm and more In today’s briefing: Sino-American Silicon Early Look - Another Well Flagged GDR Offering in the…Smartkarma Daily BriefsAugust 30, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Apple , Allfunds Group, AAC Technologies Holdings, Cisco Systems, Samsung Electronics, Zoom Video Communications Inc, iQIYI Inc, SaverOne 2014 and more In today’s briefing: All Eyes on NvidiaEarnings Preview (Nvidia and Marvell)IOS18 Unveils Major Updates, Delayed…Smartkarma Daily BriefsAugust 29, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Kioxia Holdings , Taiwan Semiconductor (TSMC) – ADR, NVIDIA Corp, LG Corp, Intel Corp, Baidu, Advanced Micro Devices, KT Corp and more In today’s briefing: Kioxia & Tokyo Metro: Japan's Largest IPOs Since 2018 Expected This OctoberTSMC…Smartkarma Daily BriefsAugust 28, 2024
ChinaDaily Briefs Daily Brief China: Ninebot , APT Medical , Canvest Environmental Protection Group, CPMC Holdings, BYD, Anta Sports Products, Midea Group Co Ltd A, China Resources Beverage, Guolian Securities Co Ltd H, Sinotrans and more In today’s briefing: Quiddity STAR 50/100 Sep 24 Rebalance: 100% Hit Rate; US$1bn+ One-Way FlowsSTAR50/STAR100…Smartkarma Daily BriefsSeptember 2, 2024
ChinaDaily Briefs Daily Brief China: SHEIN, ESR Group , Yichang HEC Changjiang Pharma and more In today’s briefing: SHEIN & Temu Updates: 'De Minimis' Threat | Chinese X-Border Slowdown |…Smartkarma Daily BriefsSeptember 1, 2024
ChinaDaily Briefs Daily Brief China: Li Auto , Meituan and more In today’s briefing: : Expanding Outside of SUV Is Still the US$mn QuestionLiAuto (LI US,…Smartkarma Daily BriefsAugust 31, 2024
ChinaDaily Briefs Daily Brief China: CPMC Holdings, BYD, Shenzhen International, Health And Happiness (H&H), Huawei Technology, Anton Oilfield, S.F. Holding, Tata Steel Ltd, BrainAurora Medical Technology and more In today’s briefing: CPMC Holdings (906 HK): The Battle Is Heating up as ORG Clears…Smartkarma Daily BriefsAugust 30, 2024
ChinaDaily Briefs Daily Brief China: Huafa Property Services Group, Alibaba Group Holding , PDD Holdings, Trip.com, Meituan, Xinhua Winshare, Geely Auto and more In today’s briefing: Huafa Props (982 HK): A Quick Word On VotingAlibaba Group (9988-HK): Positive…Smartkarma Daily BriefsAugust 29, 2024
ChinaDaily Briefs Daily Brief China: Huafa Property Services Group, PDD Holdings, Trip.com Group , Nongfu Spring , Remegen , Stella International, Baidu, Evergreen Marine Corp, Bilibili , Greentown China and more In today’s briefing: Huafa Prop (982 HK)'s CCASS Movements: Nothing To See HerePDD Holdings (PDD…Smartkarma Daily BriefsAugust 28, 2024
Daily BriefsJapan Daily Brief Japan: Seven & I Holdings, Hamamatsu Photonics Kk and more In today’s briefing: Artisan Partners Writes a Letter To the 7&I Board (3382) - Meh...Hamamatsu…Smartkarma Daily BriefsSeptember 2, 2024
Daily BriefsJapan Daily Brief Japan: Seven & I Holdings, TSE Tokyo Price Index TOPIX, Raccoon Holdings, Inc. and more In today’s briefing: (Mostly) Asia-Pac M&A: Seven & I, Silverlake Axis, Shanghai Henlius, CPMC, Shinko…Smartkarma Daily BriefsSeptember 1, 2024
Daily BriefsJapan Daily Brief Japan: Hamamatsu Photonics Kk, Sanyo Industries, JPY, D.Western Therapeutics Institute Inc., Frontier Management Inc, Japan Business Systems and more In today’s briefing: Hamamatsu Photonics (6965) - Toyota Selling Yet Another Cross-HoldingSanyo Industries (TYO 5958)…Smartkarma Daily BriefsAugust 31, 2024
Daily BriefsJapan Daily Brief Japan: Terumo Corp, Timee Inc, TSE Tokyo Price Index TOPIX and more In today’s briefing: Terumo (4543 JP) Secondary Offering - Smaller Than It LooksTerumo Placement -…Smartkarma Daily BriefsAugust 30, 2024
Daily BriefsJapan Daily Brief Japan: Seven & I Holdings, Duskin Co Ltd, Dydo Drinco Inc and more In today’s briefing: Seven & I (3382) | Strategic Refocus and Acquisition Interest Signal Major…Smartkarma Daily BriefsAugust 29, 2024
Daily BriefsJapan Daily Brief Japan: Seven & I Holdings, Toyota Motor, Kioxia Holdings , Tohokushinsha Film, TSE Tokyo Price Index TOPIX, Mitsubishi Heavy Industries, Nikkei 225, Ohba Co Ltd, Restar Holdings Corporation and more In today’s briefing: Updates on The Couche-Tard Deal for 7&I (3382 JP)Toyota Partial Offer Results…Smartkarma Daily BriefsAugust 28, 2024
Daily BriefsMacro Daily Brief Macro: Prelude to a Correction and more In today’s briefing: Prelude to a CorrectionHigh Foreign Participation Presents Challenges for US Financial Markets…Smartkarma Daily BriefsSeptember 2, 2024
Daily BriefsMacro Daily Brief Macro: Asia Country Risk Ratings and more In today’s briefing: Asia Country Risk Ratings Asia Country Risk RatingsBy Alex Ng We provide…Smartkarma Daily BriefsSeptember 1, 2024
Daily BriefsMacro Daily Brief Macro: Hyun Song Shin on How Big the Yen Carry Trade Really Is and more In today’s briefing: Hyun Song Shin on How Big the Yen Carry Trade Really IsBoJ…Smartkarma Daily BriefsAugust 31, 2024
Daily BriefsMacro Daily Brief Macro: China Unlikely to Escape Middle-Income Trap Without Social or Political Reform and more In today’s briefing: China Unlikely to Escape Middle-Income Trap Without Social or Political ReformChina Consumption…Smartkarma Daily BriefsAugust 30, 2024
Daily BriefsMacro Daily Brief Macro: Real Estate: India/China Rotation Sparks Sector Growth and more In today’s briefing: Real Estate: India/China Rotation Sparks Sector GrowthIfo Watch: Is Germany flirting with…Smartkarma Daily BriefsAugust 29, 2024
Daily BriefsMacro Daily Brief Macro: The Week At A Glance: The slippery slope of data revisions and more In today’s briefing: The Week At A Glance: The slippery slope of data revisionsSlump in…Smartkarma Daily BriefsAugust 28, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Portfolio: Trading U.S. Ethereum ETFs and more In today’s briefing: Crypto Portfolio: Trading U.S. Ethereum ETFs Crypto Portfolio: Trading U.S. Ethereum ETFsBy…Smartkarma Daily BriefsAugust 1, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Short-term Patience and more In today’s briefing: Crypto Crisp: Short-term PatienceWill History Rhyme? Crypto Crisp: Short-term PatienceBy Mads EberhardtIn…Smartkarma Daily BriefsJuly 31, 2024
CryptoDaily Briefs Daily Brief Crypto: Dog Days of Summer and more In today’s briefing: Dog Days of Summer Dog Days of SummerBy Delphi Digital Market consolidation…Smartkarma Daily BriefsJuly 27, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #36 – Give the Ethereum ETFs a Week and more In today’s briefing: Crypto Moves #36 – Give the Ethereum ETFs a Week, Then It…Smartkarma Daily BriefsJuly 26, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: We Roll and more In today’s briefing: Crypto Crisp: We Roll Crypto Crisp: We RollBy Mads EberhardtFirst, the crypto…Smartkarma Daily BriefsJuly 24, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Liquidity Watch: The Current Crypto Versus Tech Correlation Is a Must Watch and more In today’s briefing: Crypto Liquidity Watch: The Current Crypto Versus Tech Correlation Is a Must…Smartkarma Daily BriefsJuly 20, 2024
Daily BriefsMost Read Most Read: China Traditional Chinese Medicine, Zomato, Seven & I Holdings, Hamamatsu Photonics Kk, ESR Group , Ninebot , APT Medical , Bajaj Housing Finance, CPMC Holdings and more In today’s briefing: TCM (570 HK): Profit Warning Is No BiggieZomato: Index Inclusions & Passive…Smartkarma Daily BriefsSeptember 2, 2024
Daily BriefsMost Read Most Read: Jardine Matheson Holdings, Hitachi Energy India, Pro Medicus Ltd, Hamamatsu Photonics Kk, Edelweiss Financial Services, Seven & I Holdings, Samsung C&T, SHEIN, ESR Group , LS Materials and more In today’s briefing: Jardine Matheson (JM SP): Trading "Cheap"NIFTY MIDCAP150 Index Rebalance: 19 Changes a…Smartkarma Daily BriefsSeptember 1, 2024
Daily BriefsMost Read Most Read: Terumo Corp, Zomato, Jardine Matheson Holdings, NVIDIA Corp, LG Chem Ltd, Doosan Robotics , CPMC Holdings, Kum Yang , Hamamatsu Photonics Kk and more In today’s briefing: Terumo (4543 JP) Secondary Offering - Smaller Than It LooksZomato: Index Inclusions…Smartkarma Daily BriefsAugust 31, 2024
Daily BriefsMost Read Most Read: Toyota Motor, Terumo Corp, Pro Medicus Ltd, LG Chem Ltd, Sino American Silicon Products, Hyundai Rotem Company, Doosan Robotics , Arvida and more In today’s briefing: Toyota Partial Offer Results - What Next?Terumo (4543 JP) Secondary Offering -…Smartkarma Daily BriefsAugust 30, 2024
Daily BriefsMost Read Most Read: Kansai Paint, Toyota Motor, Seven & I Holdings, Kioxia Holdings , Jardine Matheson Holdings, Home Consortium Ltd, KT Corp, Hyundai Motor, Huafa Property Services Group and more In today’s briefing: Kansai Paint (4613) - Going Hard with a BIG Buyback and More…Smartkarma Daily BriefsAugust 29, 2024
Daily BriefsMost Read Most Read: Huafa Property Services Group, Nuvoton Technology, Seven & I Holdings, Toyota Motor, Kioxia Holdings , Taiwan Semiconductor (TSMC) – ADR, OCI Co, SK Square and more In today’s briefing: Huafa Property (982 HK): Buy With Both HandsYuanta/P-Shares Taiwan Div+ ETF Rebalance…Smartkarma Daily BriefsAugust 28, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Artisan Partners Writes a Letter To the 7&I Board (3382) – Meh… and more In today’s briefing: Artisan Partners Writes a Letter To the 7&I Board (3382) - Meh...Quiddity…Smartkarma Daily BriefsSeptember 2, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: (Mostly) Asia-Pac M&A: Seven & I and more In today’s briefing: (Mostly) Asia-Pac M&A: Seven & I, Silverlake Axis, Shanghai Henlius, CPMC, Shinko…Smartkarma Daily BriefsSeptember 1, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Brookfield Explores Sovereign Funds for Grifols Takeover Bid and more In today’s briefing: Brookfield Explores Sovereign Funds for Grifols Takeover BidKum Yang: A Major Capital…Smartkarma Daily BriefsAugust 31, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: LG Corp Plans to Purchase 200 Billlion Won of LG Electronics and 300 Billion Won of LG Chem and more In today’s briefing: LG Corp Plans to Purchase 200 Billlion Won of LG Electronics and…Smartkarma Daily BriefsAugust 30, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Jardine Matheson (JM SP): Trading “Cheap” and more In today’s briefing: Jardine Matheson (JM SP): Trading "Cheap"Hyundai Motor's Value-Up Disclosure: Trading Implications from…Smartkarma Daily BriefsAugust 29, 2024
Daily BriefsEvent-Driven Daily Brief Event-Driven: Updates on The Couche-Tard Deal for 7&I (3382 JP) and more In today’s briefing: Updates on The Couche-Tard Deal for 7&I (3382 JP)Toyota Partial Offer Results…Smartkarma Daily BriefsAugust 28, 2024
Daily BriefsECM Daily Brief ECM: SHEIN & Temu Updates: ‘De Minimis’ Threat | Chinese X-Border Slowdown | Plastics! | AMZN Project? and more In today’s briefing: SHEIN & Temu Updates: 'De Minimis' Threat | Chinese X-Border Slowdown |…Smartkarma Daily BriefsSeptember 1, 2024
Daily BriefsECM Daily Brief ECM: Finding Unusual Arbitrage Angles in Kumyang’s Effectively Pre-Announced Capital Increase and more In today’s briefing: Finding Unusual Arbitrage Angles in Kumyang's Effectively Pre-Announced Capital IncreaseHamamatsu Photonics (6965)…Smartkarma Daily BriefsAugust 31, 2024
Daily BriefsECM Daily Brief ECM: Terumo (4543 JP) Secondary Offering – Smaller Than It Looks and more In today’s briefing: Terumo (4543 JP) Secondary Offering - Smaller Than It LooksTerumo Placement -…Smartkarma Daily BriefsAugust 30, 2024
Daily BriefsECM Daily Brief ECM: Interglobe Aviation (Indigo) Placement – Another US$800m+ Deal and more In today’s briefing: Interglobe Aviation (Indigo) Placement - Another US$800m+ Deal, This Time by the…Smartkarma Daily BriefsAugust 29, 2024
Daily BriefsECM Daily Brief ECM: Keppel Infra Trust Placement – While the Raising Is Relatively Large and more In today’s briefing: Keppel Infra Trust Placement - While the Raising Is Relatively Large, Its…Smartkarma Daily BriefsAugust 28, 2024
Daily BriefsECM Daily Brief ECM: Hyundai Motor India IPO Valuation Analysis and more In today’s briefing: Hyundai Motor India IPO Valuation AnalysisSTCube: Rights Offering Capital Raise of 89…Smartkarma Daily BriefsAugust 27, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: BYD Vs Tesla: 1H 2024 Updates and more In today’s briefing: BYD Vs Tesla: 1H 2024 UpdatesSinotrans (598 HK): Attracted by the YieldWeekly…Smartkarma Daily BriefsSeptember 2, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Edelweiss: Scaling Up Well | Value Unlocking Is Catalyzing Re-Rating and more In today’s briefing: Edelweiss: Scaling Up Well | Value Unlocking Is Catalyzing Re-RatingAspirasi Hidup Indonesia…Smartkarma Daily BriefsSeptember 1, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: NVIDIA’s >5x YoY “Singapore” Revenue Growth Is A Red Flag and more In today’s briefing: NVIDIA's >5x YoY "Singapore" Revenue Growth Is A Red FlagTech Supply Chain…Smartkarma Daily BriefsAugust 31, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Narrative and Numbers | Affordable Housing Finance | FY24 and more In today’s briefing: Narrative and Numbers | Affordable Housing Finance | FY24BYD (1211 HK): Revenue…Smartkarma Daily BriefsAugust 30, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Seven & I (3382) | Strategic Refocus and Acquisition Interest Signal Major Upside Potential and more In today’s briefing: Seven & I (3382) | Strategic Refocus and Acquisition Interest Signal Major…Smartkarma Daily BriefsAugust 29, 2024
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: TSMC (2330.TT; TSM.US): 2024 Top Clients and more In today’s briefing: TSMC (2330.TT; TSM.US): 2024 Top ClientsPDD Holdings (PDD US): Earnings Call Spooks…Smartkarma Daily BriefsAugust 28, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Hamamatsu Photonics Kk, SK Hynix and more In today’s briefing: Hamamatsu Photonics Placement - Peculiar TimingMorning Views Asia: China Vanke , Shui…Smartkarma Daily BriefsSeptember 2, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: International Business Machines and more In today’s briefing: IBM Pulls R&D Units Out of China in Latest Withdrawal by U.S.…Smartkarma Daily BriefsSeptember 1, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Hamamatsu Photonics Kk, Samsung Electronics, NCSOFT Corp, Silergy Corp, Japan Business Systems , Taiwan Stock Exchange Weighted Index and more In today’s briefing: NVIDIA's >5x YoY "Singapore" Revenue Growth Is A Red FlagHamamatsu Photonics (6965)…Smartkarma Daily BriefsAugust 31, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Sino American Silicon Products, NVIDIA Corp, Dell Technologies , Huawei Technology, Red Cat Holdings , 4Paradigm and more In today’s briefing: Sino-American Silicon Early Look - Another Well Flagged GDR Offering in the…Smartkarma Daily BriefsAugust 30, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NVIDIA Corp, Apple , Allfunds Group, AAC Technologies Holdings, Cisco Systems, Samsung Electronics, Zoom Video Communications Inc, iQIYI Inc, SaverOne 2014 and more In today’s briefing: All Eyes on NvidiaEarnings Preview (Nvidia and Marvell)IOS18 Unveils Major Updates, Delayed…Smartkarma Daily BriefsAugust 29, 2024
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Kioxia Holdings , Taiwan Semiconductor (TSMC) – ADR, NVIDIA Corp, LG Corp, Intel Corp, Baidu, Advanced Micro Devices, KT Corp and more In today’s briefing: Kioxia & Tokyo Metro: Japan's Largest IPOs Since 2018 Expected This OctoberTSMC…Smartkarma Daily BriefsAugust 28, 2024
ChinaDaily Briefs Daily Brief China: Ninebot , APT Medical , Canvest Environmental Protection Group, CPMC Holdings, BYD, Anta Sports Products, Midea Group Co Ltd A, China Resources Beverage, Guolian Securities Co Ltd H, Sinotrans and more In today’s briefing: Quiddity STAR 50/100 Sep 24 Rebalance: 100% Hit Rate; US$1bn+ One-Way FlowsSTAR50/STAR100…Smartkarma Daily BriefsSeptember 2, 2024
ChinaDaily Briefs Daily Brief China: SHEIN, ESR Group , Yichang HEC Changjiang Pharma and more In today’s briefing: SHEIN & Temu Updates: 'De Minimis' Threat | Chinese X-Border Slowdown |…Smartkarma Daily BriefsSeptember 1, 2024
ChinaDaily Briefs Daily Brief China: Li Auto , Meituan and more In today’s briefing: : Expanding Outside of SUV Is Still the US$mn QuestionLiAuto (LI US,…Smartkarma Daily BriefsAugust 31, 2024
ChinaDaily Briefs Daily Brief China: CPMC Holdings, BYD, Shenzhen International, Health And Happiness (H&H), Huawei Technology, Anton Oilfield, S.F. Holding, Tata Steel Ltd, BrainAurora Medical Technology and more In today’s briefing: CPMC Holdings (906 HK): The Battle Is Heating up as ORG Clears…Smartkarma Daily BriefsAugust 30, 2024
ChinaDaily Briefs Daily Brief China: Huafa Property Services Group, Alibaba Group Holding , PDD Holdings, Trip.com, Meituan, Xinhua Winshare, Geely Auto and more In today’s briefing: Huafa Props (982 HK): A Quick Word On VotingAlibaba Group (9988-HK): Positive…Smartkarma Daily BriefsAugust 29, 2024
ChinaDaily Briefs Daily Brief China: Huafa Property Services Group, PDD Holdings, Trip.com Group , Nongfu Spring , Remegen , Stella International, Baidu, Evergreen Marine Corp, Bilibili , Greentown China and more In today’s briefing: Huafa Prop (982 HK)'s CCASS Movements: Nothing To See HerePDD Holdings (PDD…Smartkarma Daily BriefsAugust 28, 2024
Daily BriefsJapan Daily Brief Japan: Seven & I Holdings, Hamamatsu Photonics Kk and more In today’s briefing: Artisan Partners Writes a Letter To the 7&I Board (3382) - Meh...Hamamatsu…Smartkarma Daily BriefsSeptember 2, 2024
Daily BriefsJapan Daily Brief Japan: Seven & I Holdings, TSE Tokyo Price Index TOPIX, Raccoon Holdings, Inc. and more In today’s briefing: (Mostly) Asia-Pac M&A: Seven & I, Silverlake Axis, Shanghai Henlius, CPMC, Shinko…Smartkarma Daily BriefsSeptember 1, 2024
Daily BriefsJapan Daily Brief Japan: Hamamatsu Photonics Kk, Sanyo Industries, JPY, D.Western Therapeutics Institute Inc., Frontier Management Inc, Japan Business Systems and more In today’s briefing: Hamamatsu Photonics (6965) - Toyota Selling Yet Another Cross-HoldingSanyo Industries (TYO 5958)…Smartkarma Daily BriefsAugust 31, 2024
Daily BriefsJapan Daily Brief Japan: Terumo Corp, Timee Inc, TSE Tokyo Price Index TOPIX and more In today’s briefing: Terumo (4543 JP) Secondary Offering - Smaller Than It LooksTerumo Placement -…Smartkarma Daily BriefsAugust 30, 2024
Daily BriefsJapan Daily Brief Japan: Seven & I Holdings, Duskin Co Ltd, Dydo Drinco Inc and more In today’s briefing: Seven & I (3382) | Strategic Refocus and Acquisition Interest Signal Major…Smartkarma Daily BriefsAugust 29, 2024
Daily BriefsJapan Daily Brief Japan: Seven & I Holdings, Toyota Motor, Kioxia Holdings , Tohokushinsha Film, TSE Tokyo Price Index TOPIX, Mitsubishi Heavy Industries, Nikkei 225, Ohba Co Ltd, Restar Holdings Corporation and more In today’s briefing: Updates on The Couche-Tard Deal for 7&I (3382 JP)Toyota Partial Offer Results…Smartkarma Daily BriefsAugust 28, 2024
Daily BriefsMacro Daily Brief Macro: Prelude to a Correction and more In today’s briefing: Prelude to a CorrectionHigh Foreign Participation Presents Challenges for US Financial Markets…Smartkarma Daily BriefsSeptember 2, 2024
Daily BriefsMacro Daily Brief Macro: Asia Country Risk Ratings and more In today’s briefing: Asia Country Risk Ratings Asia Country Risk RatingsBy Alex Ng We provide…Smartkarma Daily BriefsSeptember 1, 2024
Daily BriefsMacro Daily Brief Macro: Hyun Song Shin on How Big the Yen Carry Trade Really Is and more In today’s briefing: Hyun Song Shin on How Big the Yen Carry Trade Really IsBoJ…Smartkarma Daily BriefsAugust 31, 2024
Daily BriefsMacro Daily Brief Macro: China Unlikely to Escape Middle-Income Trap Without Social or Political Reform and more In today’s briefing: China Unlikely to Escape Middle-Income Trap Without Social or Political ReformChina Consumption…Smartkarma Daily BriefsAugust 30, 2024
Daily BriefsMacro Daily Brief Macro: Real Estate: India/China Rotation Sparks Sector Growth and more In today’s briefing: Real Estate: India/China Rotation Sparks Sector GrowthIfo Watch: Is Germany flirting with…Smartkarma Daily BriefsAugust 29, 2024
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