In today’s briefing: The Japan March-End Rebal and Dividend TradeHang Seng Indexes: FAF Methodology Change…
Smartkarma Daily BriefsMarch 25, 2025
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Hang Seng Indexes: FAF Methodology Change for Secondary Listings; Over US$1bn to…
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Daily BriefsMost ReadIn today’s briefing: Korea: Short Selling Is Back in March; Trade IdeasSSE50 Index Rebalance Preview:…
Smartkarma Daily BriefsMarch 23, 2025
Daily BriefsMost ReadIn today’s briefing: Korea: Short Selling Is Back in March; Trade IdeasThe Japan March-End Rebal…
Smartkarma Daily BriefsMarch 22, 2025
Daily BriefsMost ReadIn today’s briefing: The Japan March-End Rebal and Dividend TradeSSE50 Index Rebalance Preview: Three Changes;…
Smartkarma Daily BriefsMarch 21, 2025
Daily BriefsMost ReadIn today’s briefing: Korea: Short Selling Is Back in March; Trade IdeasThe Japan March-End Rebal…
Smartkarma Daily BriefsMarch 20, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Sun Corp (6736) - Still CheapA/H Premium Tracker (To 21 Mar 2025): …
Smartkarma Daily BriefsMarch 24, 2025
Daily BriefsEvent-DrivenIn today’s briefing: LY Corp (4689) Launches Beenos (3328) Tender Offer at ¥4,000HK Connect SOUTHBOUND…
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Daily BriefsEvent-DrivenIn today’s briefing: Hankyu Hanshin REIT (8977) - Good Fundamental News, a Bigly Buyback, and…
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Daily BriefsEvent-DrivenIn today’s briefing: Boss Maki Goes Hard on Base (4477) - Interesting SituationIdemitsu (5019) -…
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Daily BriefsEvent-DrivenIn today’s briefing: The Japan March-End Rebal and Dividend TradeENN Energy (2688 HK): ENN Natural…
Smartkarma Daily BriefsMarch 20, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Proto Corp (4298 JP) - Kaname Capital Files an Injunction? Bold Strategy,…
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Daily BriefsECMIn today’s briefing: Knowledge Realty Trust Pre-IPO TearsheetPre-IPO Shanghai Bao Pharmaceuticals - Future Commercialization Is…
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Daily BriefsECMIn today’s briefing: Initial Thoughts on the Hanwha Energy IPOAustal Placement: Thematically Hot, Relatively Low…
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Daily BriefsECMIn today’s briefing: Pre-IPO Huge Dental Limited - The Business and the Concerns BehindAnjoy Foods…
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Daily BriefsECMIn today’s briefing: MIXUE Group (2097.HK) - Updates on Performance Forecast and Valuation OutlookBritish Land:…
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Daily BriefsECMIn today’s briefing: Japan Post Bank (7182 JP) - Not Cheap Enough Vs Others, or…
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Daily BriefsECMIn today’s briefing: Japan Post Bank (7182 JP): The Current PlaybookTXR Robotics: IPO Book Building…
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Daily BriefsEquity Bottom-UpIn today’s briefing: Meituan (3690 HK): 4Q24, High Growth and Higher Margin, 60% UpsideChina Merchants…
Smartkarma Daily BriefsMarch 24, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: : C4Q24 Review: Good Time to Pick up SharesMHI (7011 JP): U.S.…
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Daily BriefsEquity Bottom-UpIn today’s briefing: : Housing Inventory Resolution Drives RecoveryDeckers Outdoor: Ugg’s Profit Machine and Hoka’s…
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Daily BriefsEquity Bottom-UpIn today’s briefing: Intel. Mr. Tan's Greatest Challenge Is Not Process Or Foundry Leadership. It's…
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Daily BriefsEquity Bottom-UpIn today’s briefing: Tencent (700 HK): 4Q24, Revenue Growth Back to Two DigitsChina Resources Beer…
Smartkarma Daily BriefsMarch 20, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Tencent Music (TME, 1698 HK): 4Q24, Historical Margins Better than Game TimeTaiwan…
Smartkarma Daily BriefsMarch 19, 2025
Daily BriefsTMT/InternetIn today’s briefing: Hang Seng Indexes: FAF Methodology Change for Secondary Listings; Over US$1bn to…
Smartkarma Daily BriefsMarch 24, 2025
Daily BriefsTMT/InternetIn today’s briefing: : C4Q24 Review: Good Time to Pick up SharesHK Connect SOUTHBOUND Flows…
Smartkarma Daily BriefsMarch 23, 2025
Daily BriefsTMT/InternetIn today’s briefing: CoreWeave Inc. (CRWV): IPO Valuation Is Fair for AI Industry BelieversEPAM Systems:…
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Daily BriefsTMT/InternetIn today’s briefing: Boss Maki Goes Hard on Base (4477) - Interesting SituationQuiddity Leaderboard STAR…
Smartkarma Daily BriefsMarch 21, 2025
Daily BriefsTMT/InternetIn today’s briefing: Tencent (700 HK): 4Q24, Revenue Growth Back to Two DigitsTSMC Takeover of…
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Daily BriefsTMT/InternetIn today’s briefing: Ping An's Strategic Buyout of OneConnect: Navigating Shareholder Approval and Financial Implications…
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ChinaDaily BriefsIn today’s briefing: Xiaomi (1810 HK)'s US$5bn Placement: Unfavourable Index Dynamics but Strong MomentumXiaomi US$5.3bn…
Smartkarma Daily BriefsMarch 25, 2025
ChinaDaily BriefsIn today’s briefing: Hang Seng Indexes: FAF Methodology Change for Secondary Listings; Over US$1bn to…
Smartkarma Daily BriefsMarch 24, 2025
ChinaDaily BriefsIn today’s briefing: : C4Q24 Review: Good Time to Pick up SharesHK Connect SOUTHBOUND Flows…
Smartkarma Daily BriefsMarch 23, 2025
ChinaDaily BriefsIn today’s briefing: Quiddity Leaderboard CSI Medical Jun25: Three ADDs/DELs Likely; >2x ADV to Trade…
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ChinaDaily BriefsIn today’s briefing: Quiddity Leaderboard ChiNext & ChiNext 50 Jun25: US$1.4bn Total One-Way Flows; Basket…
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ChinaDaily BriefsIn today’s briefing: ENN Energy (2688 HK): ENN Natural Gas to Launch a Privatisation Offer?Quiddity…
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Daily BriefsJapanIn today’s briefing: Hankyu Hanshin REIT (8977) - Good Fundamental News, a Bigly Buyback, and…
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Daily BriefsJapanIn today’s briefing: Boss Maki Goes Hard on Base (4477) - Interesting SituationIdemitsu (5019) -…
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Daily BriefsJapanIn today’s briefing: The Japan March-End Rebal and Dividend TradeMakino Milling Machine (6135 JP): Proposes…
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Daily BriefsJapanIn today’s briefing: Proto Corp (4298 JP) - Kaname Capital Files an Injunction? Bold Strategy,…
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Daily BriefsJapanIn today’s briefing: JX Advance Metals IPO Trading - Demand Wasn’t GreatTokyo Electron (8035 JP):…
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Daily BriefsJapanIn today’s briefing: Tsuruha (3391) - Welcia (3141) - Tsuruha Earnings In a Week -…
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Daily BriefsMacroIn today’s briefing: ASIA: Portfolio Positioning During US Bear MarketTrump-ism And East AsiaSteno Signals #188…
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Daily BriefsMost ReadIn today’s briefing: The Japan March-End Rebal and Dividend TradeHang Seng Indexes: FAF Methodology Change…
Smartkarma Daily BriefsMarch 25, 2025
Daily BriefsMost ReadIn today’s briefing: Hang Seng Indexes: FAF Methodology Change for Secondary Listings; Over US$1bn to…
Smartkarma Daily BriefsMarch 24, 2025
Daily BriefsMost ReadIn today’s briefing: Korea: Short Selling Is Back in March; Trade IdeasSSE50 Index Rebalance Preview:…
Smartkarma Daily BriefsMarch 23, 2025
Daily BriefsMost ReadIn today’s briefing: Korea: Short Selling Is Back in March; Trade IdeasThe Japan March-End Rebal…
Smartkarma Daily BriefsMarch 22, 2025
Daily BriefsMost ReadIn today’s briefing: The Japan March-End Rebal and Dividend TradeSSE50 Index Rebalance Preview: Three Changes;…
Smartkarma Daily BriefsMarch 21, 2025
Daily BriefsMost ReadIn today’s briefing: Korea: Short Selling Is Back in March; Trade IdeasThe Japan March-End Rebal…
Smartkarma Daily BriefsMarch 20, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Sun Corp (6736) - Still CheapA/H Premium Tracker (To 21 Mar 2025): …
Smartkarma Daily BriefsMarch 24, 2025
Daily BriefsEvent-DrivenIn today’s briefing: LY Corp (4689) Launches Beenos (3328) Tender Offer at ¥4,000HK Connect SOUTHBOUND…
Smartkarma Daily BriefsMarch 23, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Hankyu Hanshin REIT (8977) - Good Fundamental News, a Bigly Buyback, and…
Smartkarma Daily BriefsMarch 22, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Boss Maki Goes Hard on Base (4477) - Interesting SituationIdemitsu (5019) -…
Smartkarma Daily BriefsMarch 21, 2025
Daily BriefsEvent-DrivenIn today’s briefing: The Japan March-End Rebal and Dividend TradeENN Energy (2688 HK): ENN Natural…
Smartkarma Daily BriefsMarch 20, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Proto Corp (4298 JP) - Kaname Capital Files an Injunction? Bold Strategy,…
Smartkarma Daily BriefsMarch 19, 2025
Daily BriefsECMIn today’s briefing: Knowledge Realty Trust Pre-IPO TearsheetPre-IPO Shanghai Bao Pharmaceuticals - Future Commercialization Is…
Smartkarma Daily BriefsMarch 13, 2025
Daily BriefsECMIn today’s briefing: Initial Thoughts on the Hanwha Energy IPOAustal Placement: Thematically Hot, Relatively Low…
Smartkarma Daily BriefsMarch 12, 2025
Daily BriefsECMIn today’s briefing: Pre-IPO Huge Dental Limited - The Business and the Concerns BehindAnjoy Foods…
Smartkarma Daily BriefsMarch 11, 2025
Daily BriefsECMIn today’s briefing: MIXUE Group (2097.HK) - Updates on Performance Forecast and Valuation OutlookBritish Land:…
Smartkarma Daily BriefsMarch 10, 2025
Daily BriefsECMIn today’s briefing: Japan Post Bank (7182 JP) - Not Cheap Enough Vs Others, or…
Smartkarma Daily BriefsMarch 9, 2025
Daily BriefsECMIn today’s briefing: Japan Post Bank (7182 JP): The Current PlaybookTXR Robotics: IPO Book Building…
Smartkarma Daily BriefsMarch 8, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Meituan (3690 HK): 4Q24, High Growth and Higher Margin, 60% UpsideChina Merchants…
Smartkarma Daily BriefsMarch 24, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: : C4Q24 Review: Good Time to Pick up SharesMHI (7011 JP): U.S.…
Smartkarma Daily BriefsMarch 23, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: : Housing Inventory Resolution Drives RecoveryDeckers Outdoor: Ugg’s Profit Machine and Hoka’s…
Smartkarma Daily BriefsMarch 22, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Intel. Mr. Tan's Greatest Challenge Is Not Process Or Foundry Leadership. It's…
Smartkarma Daily BriefsMarch 21, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Tencent (700 HK): 4Q24, Revenue Growth Back to Two DigitsChina Resources Beer…
Smartkarma Daily BriefsMarch 20, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Tencent Music (TME, 1698 HK): 4Q24, Historical Margins Better than Game TimeTaiwan…
Smartkarma Daily BriefsMarch 19, 2025
Daily BriefsTMT/InternetIn today’s briefing: Hang Seng Indexes: FAF Methodology Change for Secondary Listings; Over US$1bn to…
Smartkarma Daily BriefsMarch 24, 2025
Daily BriefsTMT/InternetIn today’s briefing: : C4Q24 Review: Good Time to Pick up SharesHK Connect SOUTHBOUND Flows…
Smartkarma Daily BriefsMarch 23, 2025
Daily BriefsTMT/InternetIn today’s briefing: CoreWeave Inc. (CRWV): IPO Valuation Is Fair for AI Industry BelieversEPAM Systems:…
Smartkarma Daily BriefsMarch 22, 2025
Daily BriefsTMT/InternetIn today’s briefing: Boss Maki Goes Hard on Base (4477) - Interesting SituationQuiddity Leaderboard STAR…
Smartkarma Daily BriefsMarch 21, 2025
Daily BriefsTMT/InternetIn today’s briefing: Tencent (700 HK): 4Q24, Revenue Growth Back to Two DigitsTSMC Takeover of…
Smartkarma Daily BriefsMarch 20, 2025
Daily BriefsTMT/InternetIn today’s briefing: Ping An's Strategic Buyout of OneConnect: Navigating Shareholder Approval and Financial Implications…
Smartkarma Daily BriefsMarch 19, 2025
ChinaDaily BriefsIn today’s briefing: Xiaomi (1810 HK)'s US$5bn Placement: Unfavourable Index Dynamics but Strong MomentumXiaomi US$5.3bn…
Smartkarma Daily BriefsMarch 25, 2025
ChinaDaily BriefsIn today’s briefing: Hang Seng Indexes: FAF Methodology Change for Secondary Listings; Over US$1bn to…
Smartkarma Daily BriefsMarch 24, 2025
ChinaDaily BriefsIn today’s briefing: : C4Q24 Review: Good Time to Pick up SharesHK Connect SOUTHBOUND Flows…
Smartkarma Daily BriefsMarch 23, 2025
ChinaDaily BriefsIn today’s briefing: Quiddity Leaderboard CSI Medical Jun25: Three ADDs/DELs Likely; >2x ADV to Trade…
Smartkarma Daily BriefsMarch 22, 2025
ChinaDaily BriefsIn today’s briefing: Quiddity Leaderboard ChiNext & ChiNext 50 Jun25: US$1.4bn Total One-Way Flows; Basket…
Smartkarma Daily BriefsMarch 21, 2025
ChinaDaily BriefsIn today’s briefing: ENN Energy (2688 HK): ENN Natural Gas to Launch a Privatisation Offer?Quiddity…
Smartkarma Daily BriefsMarch 20, 2025
Daily BriefsJapanIn today’s briefing: Hankyu Hanshin REIT (8977) - Good Fundamental News, a Bigly Buyback, and…
Smartkarma Daily BriefsMarch 22, 2025
Daily BriefsJapanIn today’s briefing: Boss Maki Goes Hard on Base (4477) - Interesting SituationIdemitsu (5019) -…
Smartkarma Daily BriefsMarch 21, 2025
Daily BriefsJapanIn today’s briefing: The Japan March-End Rebal and Dividend TradeMakino Milling Machine (6135 JP): Proposes…
Smartkarma Daily BriefsMarch 20, 2025
Daily BriefsJapanIn today’s briefing: Proto Corp (4298 JP) - Kaname Capital Files an Injunction? Bold Strategy,…
Smartkarma Daily BriefsMarch 19, 2025
Daily BriefsJapanIn today’s briefing: JX Advance Metals IPO Trading - Demand Wasn’t GreatTokyo Electron (8035 JP):…
Smartkarma Daily BriefsMarch 18, 2025
Daily BriefsJapanIn today’s briefing: Tsuruha (3391) - Welcia (3141) - Tsuruha Earnings In a Week -…
Smartkarma Daily BriefsMarch 17, 2025
Daily BriefsMacroIn today’s briefing: ASIA: Portfolio Positioning During US Bear MarketTrump-ism And East AsiaSteno Signals #188…
Smartkarma Daily BriefsMarch 12, 2025
Daily BriefsMacroIn today’s briefing: Asian Equities: Preserving Capital in 2025 – Parallels and Contrasts from 2018The…
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Daily BriefsMacroIn today’s briefing: Tops Are ProcessesHigh Drama at the 200 Dma Tops Are ProcessesBy Cam…
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Daily BriefsMacroIn today’s briefing: Overview #18 - Tipping Point Arrived for Major Trend Changes? Overview #18…
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Daily BriefsMacroIn today’s briefing: HEW: Political BlunderbussCX Daily: How BYD Lowered the Bar for Buying a…
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CryptoDaily BriefsIn today’s briefing: The FTX Collapse: A Market Analysis The FTX Collapse: A Market AnalysisBy…
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CryptoDaily BriefsIn today’s briefing: Why the FTX Collapse Is a Big Deal Why the FTX Collapse…
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CryptoDaily BriefsIn today’s briefing: Sporting Crypto - Nov 7th: Visa Celebrate World Cup 2022 with Masters…
Smartkarma Daily BriefsNovember 9, 2022
