Daily BriefsMost Read Most Read: NTT Data Corp, BayCurrent Consulting , Jiangsu Hengrui Pharmaceuticals, Live Nation Entertainment, Inc, Seven Bank Ltd, HDB Financial Services Ltd, Samsung Electronics, Saint Bella and more In today’s briefing: Potentially Interesting Dynamics of Post-Tender NTT Data (9613) Trading. $8bn+ One Way…Smartkarma Daily BriefsJune 21, 2025
Daily BriefsMost Read Most Read: Foshan Haitian Flavouring & Food, BayCurrent Consulting , Jiangsu Hengrui Pharmaceuticals, NTT Data Corp, Mitsui Matsushima, Qi An Xin Technology Group , Seven Bank Ltd, Ningbo Port, China Rare Earth Holdings and more In today’s briefing: Foshan Haitian Flavouring & Food (3288 HK): Offering Details & Index Inclusion…Smartkarma Daily BriefsJune 20, 2025
Daily BriefsMost Read Most Read: Foshan Haitian Flavouring & Food, BayCurrent Consulting , Jiangsu Hengrui Pharmaceuticals, HDB Financial Services Ltd, Kolmar Korea Holdings , Mitsui Matsushima, Qi An Xin Technology Group , Mayne Pharma, Eternal Beauty Holdings Limited and more In today’s briefing: Foshan Haitian Flavouring & Food (3288 HK): Offering Details & Index Inclusion…Smartkarma Daily BriefsJune 19, 2025
Daily BriefsMost Read Most Read: Zijin Mining Group Co Ltd H, Shin Kong Financial Holding, Vishal Mega Mart, BYD, Carta Holdings, Inc., Delta Electronics Thailand , ENN Energy, Hanjin KAL Corp, CaoCao and more In today’s briefing: Gold Miners ETF (GDX US): BIG Impact of Benchmark ChangeShin Kong (2888…Smartkarma Daily BriefsJune 18, 2025
Daily BriefsMost Read Most Read: Santos Ltd, Zijin Mining Group Co Ltd H, CGN Mining, Hyundai Rotem Company, Guangzhou Automobile Group, Wanguo International Mining, Shin Kong Financial Holding, Live Nation Entertainment, Inc, Nakano Refrigerators and more In today’s briefing: Santos Ltd (STO AU): FIRB Approval For XRG's Tilt Will Be No…Smartkarma Daily BriefsJune 17, 2025
Daily BriefsMost Read Most Read: Cgn Mining, Hyundai Rotem Company, Genesis Minerals, Wanguo International Mining, Pop Mart International Group L, Santos Ltd, Samsung Electronics, Pilbara Minerals and more In today’s briefing: MV Global Uranium & Nuclear Energy/Infra Index Rebalance: Double Inclusion for CGN…Smartkarma Daily BriefsJune 16, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Fresh Intel on Samsung’s Foundry Spin-Off Plan and more In today’s briefing: Fresh Intel on Samsung’s Foundry Spin-Off PlanD'Alba Global: Financial Investors Could Unload…Smartkarma Daily BriefsJune 21, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: [Japan Event] Potentially Interesting Dynamics of Post-Tender NTT Data (9613) Trading. $8bn+ One Way and more In today’s briefing: Potentially Interesting Dynamics of Post-Tender NTT Data (9613) Trading. $8bn+ One Way…Smartkarma Daily BriefsJune 20, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Kolmar Group Chairman Yoon: A Rare Case Of “I Want My Shares Back” and more In today’s briefing: Kolmar Group Chairman Yoon: A Rare Case Of "I Want My Shares…Smartkarma Daily BriefsJune 19, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Vishal Mega Mart (VMM IN) Placement: PE Selling Will Lead to Large Passive Buying and more In today’s briefing: Vishal Mega Mart (VMM IN) Placement: PE Selling Will Lead to Large…Smartkarma Daily BriefsJune 18, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Shin Kong (2888 TT)/Taishin (2887 TT) – Short Timer and more In today’s briefing: Shin Kong (2888 TT)/Taishin (2887 TT) - Short Timer, FX Risk, Index…Smartkarma Daily BriefsJune 17, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Santos (STO AU): XRG Consortium’s Big Offer; Index Impact and more In today’s briefing: Santos (STO AU): XRG Consortium's Big Offer; Index ImpactNear-Term Value-Up Plays in…Smartkarma Daily BriefsJune 16, 2025
Daily BriefsECM Daily Brief ECM: Medtide (泰德医药) IPO: Aggressive Valuation and more In today’s briefing: Medtide (泰德医药) IPO: Aggressive ValuationOrkla India Ltd. Pre-IPO TearsheetOswal Pumps IPO Trading…Smartkarma Daily BriefsJune 21, 2025
Daily BriefsECM Daily Brief ECM: Aug 5 LG CNS Lockup Comes Off: Street Heating Up on Macquarie Exit Odds Surging and more In today’s briefing: Aug 5 LG CNS Lockup Comes Off: Street Heating Up on Macquarie…Smartkarma Daily BriefsJune 20, 2025
Daily BriefsECM Daily Brief ECM: Eternal Beauty IPO – Not Expensive but Its Not Enticing Either and more In today’s briefing: Eternal Beauty IPO - Not Expensive but Its Not Enticing EitherFoshan Haitian…Smartkarma Daily BriefsJune 19, 2025
Daily BriefsECM Daily Brief ECM: Cao Cao Pre-IPO: Grossly Overvalued and more In today’s briefing: Cao Cao Pre-IPO: Grossly OvervaluedCaoCao IPO (2643 HK): Valuation InsightsMakeMyTrip Placement -…Smartkarma Daily BriefsJune 18, 2025
Daily BriefsECM Daily Brief ECM: Foshan Haitian Flavouring & Food Company Hong Kong IPO Preview and more In today’s briefing: Foshan Haitian Flavouring & Food Company Hong Kong IPO PreviewChallenger Limited Placement:…Smartkarma Daily BriefsJune 17, 2025
Daily BriefsECM Daily Brief ECM: CaoCao IPO: The Bear Case and more In today’s briefing: CaoCao IPO: The Bear CaseECM Weekly (16 June 2025) - Haitian, Sanhua,…Smartkarma Daily BriefsJune 16, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Oriental Watch (398 HK): Resilient Despite Tough HK Environment and more In today’s briefing: Oriental Watch (398 HK): Resilient Despite Tough HK Environment, Dividend A Slight…Smartkarma Daily BriefsJune 21, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Pop Mart (9992 HK): On IP Choice and more In today’s briefing: Pop Mart (9992 HK): On IP Choice, But Not Blind Boxes, Waiting…Smartkarma Daily BriefsJune 20, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: NVIDIA CORPORATION Common Stock – June 4 and more In today’s briefing: NVIDIA CORPORATION Common Stock - June 4, 2025Nippon Steel (5401) – $14.2B…Smartkarma Daily BriefsJune 19, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: BYD (1211 HK): Authorities Halting Severe Competition Throughout Industry and Industry Chain and more In today’s briefing: BYD (1211 HK): Authorities Halting Severe Competition Throughout Industry and Industry ChainMitsubishi…Smartkarma Daily BriefsJune 18, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: When Giants Clash: Yamada (9831) Vs. Nitori (9843) and more In today’s briefing: When Giants Clash: Yamada (9831) Vs. Nitori (9843)Postcard from Hanoi | Xin…Smartkarma Daily BriefsJune 17, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Pop Mart (9992 HK): Beyond Blind Boxes -Jewellery Debut. Stock Up 200% YTD. Is It Still a Buy? and more In today’s briefing: Pop Mart (9992 HK): Beyond Blind Boxes -Jewellery Debut. Stock Up 200%…Smartkarma Daily BriefsJune 16, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Samsung Electronics, Nationz Technologies Inc A, Japan Business Systems , Vanguard Intl Semiconductor, Blackline Inc, CyberArk Software Ltd, Cargurus , Cap-XX, Blackbaud Inc and more In today’s briefing: Fresh Intel on Samsung’s Foundry Spin-Off PlanSamsung Electronics (005930 KS) Outlook as…Smartkarma Daily BriefsJune 21, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NTT Data Corp, LG CNS, KPIT Technologies, Allegro MicroSystems , ARM Holdings, Taiwan Semiconductor (TSMC), Intapp , Rubrik , Vishay Intertechnology, Western Union Co and more In today’s briefing: Potentially Interesting Dynamics of Post-Tender NTT Data (9613) Trading. $8bn+ One WayAug…Smartkarma Daily BriefsJune 20, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Qi An Xin Technology Group , Kakao Mobility, NVIDIA Corp, Advanced Micro Devices, Marvell Technology , SK Hynix, BlackBerry Ltd, nCino, Integral Ad Science Holding , FS.COM and more In today’s briefing: Quiddity Leaderboard STAR 50/100 Sep25: Some High-Impact Names; New Sector-Neutral Pair Trade…Smartkarma Daily BriefsJune 19, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Makemytrip Ltd, Xiaomi Corp, Taiwan Semiconductor (TSMC) – ADR, Warner Bros Discovery , BE Semiconductor Industries NV, Geechs Inc and more In today’s briefing: MakeMyTrip Placement - Basically a Selldown by Trip.comXiaomi (1810 HK): Strategic Insights…Smartkarma Daily BriefsJune 18, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Telcoware, Delta Electronics Thailand , Ascentech KK, Carta Holdings, Inc., Ciena Corp, Intel Corp, Keysight Technologies In, Readcloud Ltd, Samsara and more In today’s briefing: Telcoware & Shinsung Tongsang Tender Offers: Minority Shareholders Demand Higher Tender Offer…Smartkarma Daily BriefsJune 17, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Samsung Electronics, Taiwan Semiconductor (TSMC) – ADR, Kioxia Holdings , BILL Holdings , Mediatek Inc, SK Hynix, Warner Music Group and more In today’s briefing: Near-Term Value-Up Plays in the Pipeline: Samsung Electronics & KakaoTaiwan Dual-Listings Monitor:…Smartkarma Daily BriefsJune 16, 2025
ChinaDaily Briefs Daily Brief China: Inner Mongolia Furui Medical Scie, Medtide, Oriental Watch, Ningbo Shuanglin Auto Parts, Iron Ore, Nationz Technologies Inc A, Seazen Holdings , Hang Seng Index and more In today’s briefing: Quiddity Leaderboard CSI Medical Dec25: 1x-3x ADV for Most Names; Couple of…Smartkarma Daily BriefsJune 21, 2025
ChinaDaily Briefs Daily Brief China: Ningbo Port, China Rare Earth Holdings, Pop Mart International Group L, Copper, Saint Bella, Dongfeng Motor, United States Oil Fund LP and more In today’s briefing: Quiddity Leaderboard CSI 300/500 Dec25: US$5bn+ One Way Flows; Emphasis Should Be…Smartkarma Daily BriefsJune 20, 2025
ChinaDaily Briefs Daily Brief China: Qi An Xin Technology Group , Eternal Beauty Holdings Limited, Foshan Haitian Flavouring & Food, Foshan Haitian Flavouring & Food Company, Zhou Liu Fu Jewellery Co., Ltd., CaoCao, FS.COM, Iron Ore, Saint Bella and more In today’s briefing: Quiddity Leaderboard STAR 50/100 Sep25: Some High-Impact Names; New Sector-Neutral Pair Trade…Smartkarma Daily BriefsJune 19, 2025
ChinaDaily Briefs Daily Brief China: BYD, ENN Energy, CaoCao, Melco International Development, Jiangsu Hengrui Pharmaceuticals, Foshan Haitian Flavouring & Food Company, Xiaomi Corp and more In today’s briefing: BYD (1211 HK): Authorities Halting Severe Competition Throughout Industry and Industry ChainENN…Smartkarma Daily BriefsJune 18, 2025
ChinaDaily Briefs Daily Brief China: Zijin Mining Group Co Ltd H, Foshan Haitian Flavouring & Food Company, Zhejiang Sanhua Intelligent Controls, FWD Group Holdings, SGX Rubber Future TSR20, Eternal Beauty Holdings Limited, Bayzed Health Group, TransThera Sciences (Nanjing), China Vanke and more In today’s briefing: Gold Miners ETF (GDX US): BIG Impact of Benchmark ChangeFoshan Haitian Flavouring…Smartkarma Daily BriefsJune 17, 2025
ChinaDaily Briefs Daily Brief China: Cgn Mining, Wanguo International Mining, Pop Mart International Group L, Chow Tai Fook Jewellery, HKEX, CaoCao Inc, Shanghai Junshi Biosciences , Bayzed Health Group and more In today’s briefing: MV Global Uranium & Nuclear Energy/Infra Index Rebalance: Double Inclusion for CGN…Smartkarma Daily BriefsJune 16, 2025
Daily BriefsJapan Daily Brief Japan: NTT Data Corp, Seven Bank Ltd, Nippon Steel Corporation, Nippon Building Fund, Allegro MicroSystems , Olympus Corp and more In today’s briefing: Potentially Interesting Dynamics of Post-Tender NTT Data (9613) Trading. $8bn+ One Way…Smartkarma Daily BriefsJune 20, 2025
Daily BriefsJapan Daily Brief Japan: BayCurrent Consulting , Mitsui Matsushima, Nikkei 225, Nippon Steel Corporation and more In today’s briefing: Nikkei 225 Sep25 Rebal: One ADD/DEL? Kokusai a Question, but 2 Ad…Smartkarma Daily BriefsJune 19, 2025
Daily BriefsJapan Daily Brief Japan: Mitsubishi Heavy Industries, Shiseido Company, TSE Tokyo Price Index TOPIX, Intloop , Geechs Inc, LIFULL, Kansai Super Market, Ohba Co Ltd, COPRO-HOLDINGS Co Ltd and more In today’s briefing: Mitsubishi Heavy (7011) – Strong Earnings, ¥10.2T Backlog, Macro Tailwinds Remain SupportiveShiseido…Smartkarma Daily BriefsJune 18, 2025
Daily BriefsJapan Daily Brief Japan: Nakano Refrigerators, Ascentech KK, Carta Holdings, Inc., Yamada Denki, TSE Tokyo Price Index TOPIX, Timee Inc and more In today’s briefing: Nakano Refrigerators (6411 JP): Marunouchi Capital’s JPY7,900 Tender OfferAscentech (3565 JP): Orix…Smartkarma Daily BriefsJune 17, 2025
Daily BriefsJapan Daily Brief Japan: Abc Mart Inc, Kitazato, Kioxia Holdings and more In today’s briefing: ABC Mart Extends Lead in Japan's Footwear Market as Competitors ContractKitazato (368A…Smartkarma Daily BriefsJune 16, 2025
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX, Azoom, Hino Motors Ltd, Mitsubishi Shokuhin and more In today’s briefing: One of the Clues to Know How Serious a Company Is About…Smartkarma Daily BriefsJune 15, 2025
Daily BriefsMacro Daily Brief Macro: BoE Still Seeking Evidence and more In today’s briefing: BoE Still Seeking EvidenceCopper Crunch Deepens: China’s Inventory Collapse Reshapes Global MarketCX…Smartkarma Daily BriefsJune 20, 2025
Daily BriefsMacro Daily Brief Macro: UK Course-Corrected CPI Stays High and more In today’s briefing: UK Course-Corrected CPI Stays HighEA Inflation Predictably Near The Target Retail Revival…Smartkarma Daily BriefsJune 19, 2025
Daily BriefsMacro Daily Brief Macro: US/China: Sprint vs Stamina and more In today’s briefing: US/China: Sprint vs StaminaSteno Signals #201 – The Mullahs Are Toast –…Smartkarma Daily BriefsJune 18, 2025
Daily BriefsMacro Daily Brief Macro: Euro Area Wage Costs Closer To Target and more In today’s briefing: Euro Area Wage Costs Closer To TargetHelixtap China Report: China Rubber Market…Smartkarma Daily BriefsJune 17, 2025
Daily BriefsMacro Daily Brief Macro: US Corporate Profits Expectations Remain Resolute Despite Tariff Uncertainties and more In today’s briefing: US Corporate Profits Expectations Remain Resolute Despite Tariff UncertaintiesA Preview of the…Smartkarma Daily BriefsJune 16, 2025
Daily BriefsMacro Daily Brief Macro: HEW: Geopolitics Blow Hot And Warm and more In today’s briefing: HEW: Geopolitics Blow Hot And Warm Downward Momentum LingersKorea Politics: Presidential Election…Smartkarma Daily BriefsJune 14, 2025
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
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #55 – The Charts That Determine Whether We End 2024 Above $100 and more In today’s briefing: Crypto Moves #55 – The Charts That Determine Whether We End 2024…Smartkarma Daily BriefsDecember 10, 2024
CryptoDaily Briefs Daily Brief Crypto: Strategic Bitcoin Reserve? and more In today’s briefing: Strategic Bitcoin Reserve? Strategic Bitcoin Reserve?By Fallacy AlarmDonald Trump’s election and the…Smartkarma Daily BriefsDecember 9, 2024
Daily BriefsMost Read Most Read: NTT Data Corp, BayCurrent Consulting , Jiangsu Hengrui Pharmaceuticals, Live Nation Entertainment, Inc, Seven Bank Ltd, HDB Financial Services Ltd, Samsung Electronics, Saint Bella and more In today’s briefing: Potentially Interesting Dynamics of Post-Tender NTT Data (9613) Trading. $8bn+ One Way…Smartkarma Daily BriefsJune 21, 2025
Daily BriefsMost Read Most Read: Foshan Haitian Flavouring & Food, BayCurrent Consulting , Jiangsu Hengrui Pharmaceuticals, NTT Data Corp, Mitsui Matsushima, Qi An Xin Technology Group , Seven Bank Ltd, Ningbo Port, China Rare Earth Holdings and more In today’s briefing: Foshan Haitian Flavouring & Food (3288 HK): Offering Details & Index Inclusion…Smartkarma Daily BriefsJune 20, 2025
Daily BriefsMost Read Most Read: Foshan Haitian Flavouring & Food, BayCurrent Consulting , Jiangsu Hengrui Pharmaceuticals, HDB Financial Services Ltd, Kolmar Korea Holdings , Mitsui Matsushima, Qi An Xin Technology Group , Mayne Pharma, Eternal Beauty Holdings Limited and more In today’s briefing: Foshan Haitian Flavouring & Food (3288 HK): Offering Details & Index Inclusion…Smartkarma Daily BriefsJune 19, 2025
Daily BriefsMost Read Most Read: Zijin Mining Group Co Ltd H, Shin Kong Financial Holding, Vishal Mega Mart, BYD, Carta Holdings, Inc., Delta Electronics Thailand , ENN Energy, Hanjin KAL Corp, CaoCao and more In today’s briefing: Gold Miners ETF (GDX US): BIG Impact of Benchmark ChangeShin Kong (2888…Smartkarma Daily BriefsJune 18, 2025
Daily BriefsMost Read Most Read: Santos Ltd, Zijin Mining Group Co Ltd H, CGN Mining, Hyundai Rotem Company, Guangzhou Automobile Group, Wanguo International Mining, Shin Kong Financial Holding, Live Nation Entertainment, Inc, Nakano Refrigerators and more In today’s briefing: Santos Ltd (STO AU): FIRB Approval For XRG's Tilt Will Be No…Smartkarma Daily BriefsJune 17, 2025
Daily BriefsMost Read Most Read: Cgn Mining, Hyundai Rotem Company, Genesis Minerals, Wanguo International Mining, Pop Mart International Group L, Santos Ltd, Samsung Electronics, Pilbara Minerals and more In today’s briefing: MV Global Uranium & Nuclear Energy/Infra Index Rebalance: Double Inclusion for CGN…Smartkarma Daily BriefsJune 16, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Fresh Intel on Samsung’s Foundry Spin-Off Plan and more In today’s briefing: Fresh Intel on Samsung’s Foundry Spin-Off PlanD'Alba Global: Financial Investors Could Unload…Smartkarma Daily BriefsJune 21, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: [Japan Event] Potentially Interesting Dynamics of Post-Tender NTT Data (9613) Trading. $8bn+ One Way and more In today’s briefing: Potentially Interesting Dynamics of Post-Tender NTT Data (9613) Trading. $8bn+ One Way…Smartkarma Daily BriefsJune 20, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Kolmar Group Chairman Yoon: A Rare Case Of “I Want My Shares Back” and more In today’s briefing: Kolmar Group Chairman Yoon: A Rare Case Of "I Want My Shares…Smartkarma Daily BriefsJune 19, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Vishal Mega Mart (VMM IN) Placement: PE Selling Will Lead to Large Passive Buying and more In today’s briefing: Vishal Mega Mart (VMM IN) Placement: PE Selling Will Lead to Large…Smartkarma Daily BriefsJune 18, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Shin Kong (2888 TT)/Taishin (2887 TT) – Short Timer and more In today’s briefing: Shin Kong (2888 TT)/Taishin (2887 TT) - Short Timer, FX Risk, Index…Smartkarma Daily BriefsJune 17, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Santos (STO AU): XRG Consortium’s Big Offer; Index Impact and more In today’s briefing: Santos (STO AU): XRG Consortium's Big Offer; Index ImpactNear-Term Value-Up Plays in…Smartkarma Daily BriefsJune 16, 2025
Daily BriefsECM Daily Brief ECM: Medtide (泰德医药) IPO: Aggressive Valuation and more In today’s briefing: Medtide (泰德医药) IPO: Aggressive ValuationOrkla India Ltd. Pre-IPO TearsheetOswal Pumps IPO Trading…Smartkarma Daily BriefsJune 21, 2025
Daily BriefsECM Daily Brief ECM: Aug 5 LG CNS Lockup Comes Off: Street Heating Up on Macquarie Exit Odds Surging and more In today’s briefing: Aug 5 LG CNS Lockup Comes Off: Street Heating Up on Macquarie…Smartkarma Daily BriefsJune 20, 2025
Daily BriefsECM Daily Brief ECM: Eternal Beauty IPO – Not Expensive but Its Not Enticing Either and more In today’s briefing: Eternal Beauty IPO - Not Expensive but Its Not Enticing EitherFoshan Haitian…Smartkarma Daily BriefsJune 19, 2025
Daily BriefsECM Daily Brief ECM: Cao Cao Pre-IPO: Grossly Overvalued and more In today’s briefing: Cao Cao Pre-IPO: Grossly OvervaluedCaoCao IPO (2643 HK): Valuation InsightsMakeMyTrip Placement -…Smartkarma Daily BriefsJune 18, 2025
Daily BriefsECM Daily Brief ECM: Foshan Haitian Flavouring & Food Company Hong Kong IPO Preview and more In today’s briefing: Foshan Haitian Flavouring & Food Company Hong Kong IPO PreviewChallenger Limited Placement:…Smartkarma Daily BriefsJune 17, 2025
Daily BriefsECM Daily Brief ECM: CaoCao IPO: The Bear Case and more In today’s briefing: CaoCao IPO: The Bear CaseECM Weekly (16 June 2025) - Haitian, Sanhua,…Smartkarma Daily BriefsJune 16, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Oriental Watch (398 HK): Resilient Despite Tough HK Environment and more In today’s briefing: Oriental Watch (398 HK): Resilient Despite Tough HK Environment, Dividend A Slight…Smartkarma Daily BriefsJune 21, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Pop Mart (9992 HK): On IP Choice and more In today’s briefing: Pop Mart (9992 HK): On IP Choice, But Not Blind Boxes, Waiting…Smartkarma Daily BriefsJune 20, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: NVIDIA CORPORATION Common Stock – June 4 and more In today’s briefing: NVIDIA CORPORATION Common Stock - June 4, 2025Nippon Steel (5401) – $14.2B…Smartkarma Daily BriefsJune 19, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: BYD (1211 HK): Authorities Halting Severe Competition Throughout Industry and Industry Chain and more In today’s briefing: BYD (1211 HK): Authorities Halting Severe Competition Throughout Industry and Industry ChainMitsubishi…Smartkarma Daily BriefsJune 18, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: When Giants Clash: Yamada (9831) Vs. Nitori (9843) and more In today’s briefing: When Giants Clash: Yamada (9831) Vs. Nitori (9843)Postcard from Hanoi | Xin…Smartkarma Daily BriefsJune 17, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Pop Mart (9992 HK): Beyond Blind Boxes -Jewellery Debut. Stock Up 200% YTD. Is It Still a Buy? and more In today’s briefing: Pop Mart (9992 HK): Beyond Blind Boxes -Jewellery Debut. Stock Up 200%…Smartkarma Daily BriefsJune 16, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Samsung Electronics, Nationz Technologies Inc A, Japan Business Systems , Vanguard Intl Semiconductor, Blackline Inc, CyberArk Software Ltd, Cargurus , Cap-XX, Blackbaud Inc and more In today’s briefing: Fresh Intel on Samsung’s Foundry Spin-Off PlanSamsung Electronics (005930 KS) Outlook as…Smartkarma Daily BriefsJune 21, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: NTT Data Corp, LG CNS, KPIT Technologies, Allegro MicroSystems , ARM Holdings, Taiwan Semiconductor (TSMC), Intapp , Rubrik , Vishay Intertechnology, Western Union Co and more In today’s briefing: Potentially Interesting Dynamics of Post-Tender NTT Data (9613) Trading. $8bn+ One WayAug…Smartkarma Daily BriefsJune 20, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Qi An Xin Technology Group , Kakao Mobility, NVIDIA Corp, Advanced Micro Devices, Marvell Technology , SK Hynix, BlackBerry Ltd, nCino, Integral Ad Science Holding , FS.COM and more In today’s briefing: Quiddity Leaderboard STAR 50/100 Sep25: Some High-Impact Names; New Sector-Neutral Pair Trade…Smartkarma Daily BriefsJune 19, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Makemytrip Ltd, Xiaomi Corp, Taiwan Semiconductor (TSMC) – ADR, Warner Bros Discovery , BE Semiconductor Industries NV, Geechs Inc and more In today’s briefing: MakeMyTrip Placement - Basically a Selldown by Trip.comXiaomi (1810 HK): Strategic Insights…Smartkarma Daily BriefsJune 18, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Telcoware, Delta Electronics Thailand , Ascentech KK, Carta Holdings, Inc., Ciena Corp, Intel Corp, Keysight Technologies In, Readcloud Ltd, Samsara and more In today’s briefing: Telcoware & Shinsung Tongsang Tender Offers: Minority Shareholders Demand Higher Tender Offer…Smartkarma Daily BriefsJune 17, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Samsung Electronics, Taiwan Semiconductor (TSMC) – ADR, Kioxia Holdings , BILL Holdings , Mediatek Inc, SK Hynix, Warner Music Group and more In today’s briefing: Near-Term Value-Up Plays in the Pipeline: Samsung Electronics & KakaoTaiwan Dual-Listings Monitor:…Smartkarma Daily BriefsJune 16, 2025
ChinaDaily Briefs Daily Brief China: Inner Mongolia Furui Medical Scie, Medtide, Oriental Watch, Ningbo Shuanglin Auto Parts, Iron Ore, Nationz Technologies Inc A, Seazen Holdings , Hang Seng Index and more In today’s briefing: Quiddity Leaderboard CSI Medical Dec25: 1x-3x ADV for Most Names; Couple of…Smartkarma Daily BriefsJune 21, 2025
ChinaDaily Briefs Daily Brief China: Ningbo Port, China Rare Earth Holdings, Pop Mart International Group L, Copper, Saint Bella, Dongfeng Motor, United States Oil Fund LP and more In today’s briefing: Quiddity Leaderboard CSI 300/500 Dec25: US$5bn+ One Way Flows; Emphasis Should Be…Smartkarma Daily BriefsJune 20, 2025
ChinaDaily Briefs Daily Brief China: Qi An Xin Technology Group , Eternal Beauty Holdings Limited, Foshan Haitian Flavouring & Food, Foshan Haitian Flavouring & Food Company, Zhou Liu Fu Jewellery Co., Ltd., CaoCao, FS.COM, Iron Ore, Saint Bella and more In today’s briefing: Quiddity Leaderboard STAR 50/100 Sep25: Some High-Impact Names; New Sector-Neutral Pair Trade…Smartkarma Daily BriefsJune 19, 2025
ChinaDaily Briefs Daily Brief China: BYD, ENN Energy, CaoCao, Melco International Development, Jiangsu Hengrui Pharmaceuticals, Foshan Haitian Flavouring & Food Company, Xiaomi Corp and more In today’s briefing: BYD (1211 HK): Authorities Halting Severe Competition Throughout Industry and Industry ChainENN…Smartkarma Daily BriefsJune 18, 2025
ChinaDaily Briefs Daily Brief China: Zijin Mining Group Co Ltd H, Foshan Haitian Flavouring & Food Company, Zhejiang Sanhua Intelligent Controls, FWD Group Holdings, SGX Rubber Future TSR20, Eternal Beauty Holdings Limited, Bayzed Health Group, TransThera Sciences (Nanjing), China Vanke and more In today’s briefing: Gold Miners ETF (GDX US): BIG Impact of Benchmark ChangeFoshan Haitian Flavouring…Smartkarma Daily BriefsJune 17, 2025
ChinaDaily Briefs Daily Brief China: Cgn Mining, Wanguo International Mining, Pop Mart International Group L, Chow Tai Fook Jewellery, HKEX, CaoCao Inc, Shanghai Junshi Biosciences , Bayzed Health Group and more In today’s briefing: MV Global Uranium & Nuclear Energy/Infra Index Rebalance: Double Inclusion for CGN…Smartkarma Daily BriefsJune 16, 2025
Daily BriefsJapan Daily Brief Japan: NTT Data Corp, Seven Bank Ltd, Nippon Steel Corporation, Nippon Building Fund, Allegro MicroSystems , Olympus Corp and more In today’s briefing: Potentially Interesting Dynamics of Post-Tender NTT Data (9613) Trading. $8bn+ One Way…Smartkarma Daily BriefsJune 20, 2025
Daily BriefsJapan Daily Brief Japan: BayCurrent Consulting , Mitsui Matsushima, Nikkei 225, Nippon Steel Corporation and more In today’s briefing: Nikkei 225 Sep25 Rebal: One ADD/DEL? Kokusai a Question, but 2 Ad…Smartkarma Daily BriefsJune 19, 2025
Daily BriefsJapan Daily Brief Japan: Mitsubishi Heavy Industries, Shiseido Company, TSE Tokyo Price Index TOPIX, Intloop , Geechs Inc, LIFULL, Kansai Super Market, Ohba Co Ltd, COPRO-HOLDINGS Co Ltd and more In today’s briefing: Mitsubishi Heavy (7011) – Strong Earnings, ¥10.2T Backlog, Macro Tailwinds Remain SupportiveShiseido…Smartkarma Daily BriefsJune 18, 2025
Daily BriefsJapan Daily Brief Japan: Nakano Refrigerators, Ascentech KK, Carta Holdings, Inc., Yamada Denki, TSE Tokyo Price Index TOPIX, Timee Inc and more In today’s briefing: Nakano Refrigerators (6411 JP): Marunouchi Capital’s JPY7,900 Tender OfferAscentech (3565 JP): Orix…Smartkarma Daily BriefsJune 17, 2025
Daily BriefsJapan Daily Brief Japan: Abc Mart Inc, Kitazato, Kioxia Holdings and more In today’s briefing: ABC Mart Extends Lead in Japan's Footwear Market as Competitors ContractKitazato (368A…Smartkarma Daily BriefsJune 16, 2025
Daily BriefsJapan Daily Brief Japan: TSE Tokyo Price Index TOPIX, Azoom, Hino Motors Ltd, Mitsubishi Shokuhin and more In today’s briefing: One of the Clues to Know How Serious a Company Is About…Smartkarma Daily BriefsJune 15, 2025
Daily BriefsMacro Daily Brief Macro: BoE Still Seeking Evidence and more In today’s briefing: BoE Still Seeking EvidenceCopper Crunch Deepens: China’s Inventory Collapse Reshapes Global MarketCX…Smartkarma Daily BriefsJune 20, 2025
Daily BriefsMacro Daily Brief Macro: UK Course-Corrected CPI Stays High and more In today’s briefing: UK Course-Corrected CPI Stays HighEA Inflation Predictably Near The Target Retail Revival…Smartkarma Daily BriefsJune 19, 2025
Daily BriefsMacro Daily Brief Macro: US/China: Sprint vs Stamina and more In today’s briefing: US/China: Sprint vs StaminaSteno Signals #201 – The Mullahs Are Toast –…Smartkarma Daily BriefsJune 18, 2025
Daily BriefsMacro Daily Brief Macro: Euro Area Wage Costs Closer To Target and more In today’s briefing: Euro Area Wage Costs Closer To TargetHelixtap China Report: China Rubber Market…Smartkarma Daily BriefsJune 17, 2025
Daily BriefsMacro Daily Brief Macro: US Corporate Profits Expectations Remain Resolute Despite Tariff Uncertainties and more In today’s briefing: US Corporate Profits Expectations Remain Resolute Despite Tariff UncertaintiesA Preview of the…Smartkarma Daily BriefsJune 16, 2025
Daily BriefsMacro Daily Brief Macro: HEW: Geopolitics Blow Hot And Warm and more In today’s briefing: HEW: Geopolitics Blow Hot And Warm Downward Momentum LingersKorea Politics: Presidential Election…Smartkarma Daily BriefsJune 14, 2025
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
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #55 – The Charts That Determine Whether We End 2024 Above $100 and more In today’s briefing: Crypto Moves #55 – The Charts That Determine Whether We End 2024…Smartkarma Daily BriefsDecember 10, 2024
CryptoDaily Briefs Daily Brief Crypto: Strategic Bitcoin Reserve? and more In today’s briefing: Strategic Bitcoin Reserve? Strategic Bitcoin Reserve?By Fallacy AlarmDonald Trump’s election and the…Smartkarma Daily BriefsDecember 9, 2024