In today’s briefing: Taishin (2887 TT)/Shin Kong (2888 TT) Merger: Index Flows in JulyHSCI Index…
Smartkarma Daily BriefsJuly 12, 2025
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Taishin (2887 TT)/Shin Kong (2888 TT) Merger: Index Flows in JulyShin Kong/Taishin…
Smartkarma Daily BriefsJuly 11, 2025
Daily BriefsMost ReadIn today’s briefing: Taishin (2887 TT)/Shin Kong (2888 TT) Merger: Index Flows in JulyShin Kong/Taishin…
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Daily BriefsMost ReadIn today’s briefing: HSTECH Index Rebalance Preview: Universe Expansion Could Lead to One ChangeNTT DC…
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Daily BriefsMost ReadIn today’s briefing: HSTECH Index Rebalance Preview: Universe Expansion Could Lead to One ChangeShin Kong/Taishin…
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Daily BriefsMost ReadIn today’s briefing: Taishin (2887 TT)/Shin Kong (2888 TT) Merger: Index Flows in JulyShin Kong/Taishin…
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Daily BriefsEvent-DrivenIn today’s briefing: NWD (17 HK): The Strings Attached To Latest Debt FinancingJohns Lyng (JLG…
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Daily BriefsEvent-DrivenIn today’s briefing: OneConnect (6638 HK/OCFT US): Ping An's Offer Gets The Nod From SAMRThe…
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Daily BriefsEvent-DrivenIn today’s briefing: Toyota Industries (6201 JP): Vocal Activism Gathering PaceKokusai Electric (6525 JP): Small…
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Daily BriefsEvent-DrivenIn today’s briefing: - Japan Bank Metrics, Cross-Holdings and Banks Part 1Great Eastern (GE SP):…
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Daily BriefsECMIn today’s briefing: SK Square Placement: Clean up by KakaoSBI Possible US$3bn QIP - Will…
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Daily BriefsEquity Bottom-UpIn today’s briefing: CATL Breaks Ground on $6 Billion Indonesian Battery Hub Korea Small Cap…
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Daily BriefsEquity Bottom-UpIn today’s briefing: Samsung Electronics: Share Buyback of 3.9 Trillion WonTSMC (2330.TT; TSM.US): The 3Q25…
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Daily BriefsEquity Bottom-UpIn today’s briefing: Asian Equities: Southbound Monthly - June Acceleration; Old Getting Sold, Dividends the…
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Daily BriefsEquity Bottom-UpIn today’s briefing: Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (4 to 18…
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Daily BriefsTMT/InternetIn today’s briefing: SK Square: Time to Take Profits + Why Are There Holdco Discounts…
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Daily BriefsTMT/InternetIn today’s briefing: Kokusai Elec (6525) Offering - Expect It Very Well Bid, and the…
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Daily BriefsTMT/InternetIn today’s briefing: TOPIX July 2025 FFW Rebalance - $3bn+ a Side to TradeSamsung Electronics:…
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Daily BriefsTMT/InternetIn today’s briefing: Asian Equities: Southbound Monthly - June Acceleration; Old Getting Sold, Dividends the…
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ChinaDaily BriefsIn today’s briefing: NWD (17 HK): The Strings Attached To Latest Debt FinancingCATL Breaks Ground…
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ChinaDaily BriefsIn today’s briefing: OneConnect (6638 HK/OCFT US): Ping An's Offer Gets The Nod From SAMRChina…
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ChinaDaily BriefsIn today’s briefing: Chinese RCBs: Two Bailouts. How Many More At Risk?OneConnect Financial (6638 HK/OCFT…
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ChinaDaily BriefsIn today’s briefing: Dah Sing Financial (2356 HK): Discounts On DiscountsAsian Equities: Southbound Monthly -…
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ChinaDaily BriefsIn today’s briefing: HSTECH Index Rebalance Preview: Universe Expansion Could Lead to One ChangeFWD IPO…
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Daily BriefsJapanIn today’s briefing: Fast Retailing(9983) | Q3 Miss But FY Guide Intact - Execution Solid,…
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Daily BriefsJapanIn today’s briefing: Kokusai Elec (6525) Offering - Expect It Very Well Bid, and the…
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Daily BriefsJapanIn today’s briefing: - Japan Bank Metrics, Cross-Holdings and Banks Part 1 TOPIX July 2025…
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Daily BriefsJapanIn today’s briefing: Marui Group Placement: Clean up by Toho; Improving FundamentalsFAST RETAILING (9983 JP)…
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Daily BriefsJapanIn today’s briefing: Merger Arb Mondays (07 Jul) - Seven & I, Shibaura, Insignia, New…
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Daily BriefsMost ReadIn today’s briefing: Taishin (2887 TT)/Shin Kong (2888 TT) Merger: Index Flows in JulyHSCI Index…
Smartkarma Daily BriefsJuly 12, 2025
Daily BriefsMost ReadIn today’s briefing: Taishin (2887 TT)/Shin Kong (2888 TT) Merger: Index Flows in JulyShin Kong/Taishin…
Smartkarma Daily BriefsJuly 11, 2025
Daily BriefsMost ReadIn today’s briefing: Taishin (2887 TT)/Shin Kong (2888 TT) Merger: Index Flows in JulyShin Kong/Taishin…
Smartkarma Daily BriefsJuly 10, 2025
Daily BriefsMost ReadIn today’s briefing: HSTECH Index Rebalance Preview: Universe Expansion Could Lead to One ChangeNTT DC…
Smartkarma Daily BriefsJuly 9, 2025
Daily BriefsMost ReadIn today’s briefing: HSTECH Index Rebalance Preview: Universe Expansion Could Lead to One ChangeShin Kong/Taishin…
Smartkarma Daily BriefsJuly 8, 2025
Daily BriefsMost ReadIn today’s briefing: Taishin (2887 TT)/Shin Kong (2888 TT) Merger: Index Flows in JulyShin Kong/Taishin…
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Daily BriefsEvent-DrivenIn today’s briefing: NWD (17 HK): The Strings Attached To Latest Debt FinancingJohns Lyng (JLG…
Smartkarma Daily BriefsJuly 12, 2025
Daily BriefsEvent-DrivenIn today’s briefing: OneConnect (6638 HK/OCFT US): Ping An's Offer Gets The Nod From SAMRThe…
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Daily BriefsEvent-DrivenIn today’s briefing: Toyota Industries (6201 JP): Vocal Activism Gathering PaceKokusai Electric (6525 JP): Small…
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Daily BriefsEvent-DrivenIn today’s briefing: - Japan Bank Metrics, Cross-Holdings and Banks Part 1Great Eastern (GE SP):…
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Daily BriefsEvent-DrivenIn today’s briefing: NTT DC REIT IPO: Global Index Inclusions Later This Year + A…
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Daily BriefsEvent-DrivenIn today’s briefing: Merger Arb Mondays (07 Jul) - Seven & I, Shibaura, Insignia, New…
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Daily BriefsECMIn today’s briefing: SK Square Placement: Clean up by KakaoSBI Possible US$3bn QIP - Will…
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Daily BriefsECMIn today’s briefing: Kokusai Elec (6525) Offering - Expect It Very Well Bid, and the…
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Daily BriefsECMIn today’s briefing: Lens Technology A/H Trading - Decent Demand, Helped by A-Share RallySICC A/H…
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Daily BriefsECMIn today’s briefing: KRX Virtually Locks In Parentco Payout Rules for Spin-Off IPOsMarui Group Placement:…
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Daily BriefsECMIn today’s briefing: FWD IPO Trading - Tepid DemandCurator's Cut: CC Vs DD, Singapore’s IPO…
Smartkarma Daily BriefsJuly 7, 2025
Daily BriefsECMIn today’s briefing: NTT DC REIT IPO: Valuation Insights NTT DC REIT IPO: Valuation InsightsBy…
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Daily BriefsEquity Bottom-UpIn today’s briefing: CATL Breaks Ground on $6 Billion Indonesian Battery Hub Korea Small Cap…
Smartkarma Daily BriefsJuly 12, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: SK Square: Time to Take Profits + Why Are There Holdco Discounts…
Smartkarma Daily BriefsJuly 11, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Kokusai Electric (TSE: 6525) – KKR’s Secondary Sale Marks Typical PE ExitTravel…
Smartkarma Daily BriefsJuly 10, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Samsung Electronics: Share Buyback of 3.9 Trillion WonTSMC (2330.TT; TSM.US): The 3Q25…
Smartkarma Daily BriefsJuly 9, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Asian Equities: Southbound Monthly - June Acceleration; Old Getting Sold, Dividends the…
Smartkarma Daily BriefsJuly 8, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (4 to 18…
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Daily BriefsTMT/InternetIn today’s briefing: Dowoo Insys IPO Book Building Results AnalysisKorea Small Cap Gem #39: Messe…
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Daily BriefsTMT/InternetIn today’s briefing: SK Square: Time to Take Profits + Why Are There Holdco Discounts…
Smartkarma Daily BriefsJuly 11, 2025
Daily BriefsTMT/InternetIn today’s briefing: Kokusai Elec (6525) Offering - Expect It Very Well Bid, and the…
Smartkarma Daily BriefsJuly 10, 2025
Daily BriefsTMT/InternetIn today’s briefing: TOPIX July 2025 FFW Rebalance - $3bn+ a Side to TradeSamsung Electronics:…
Smartkarma Daily BriefsJuly 9, 2025
Daily BriefsTMT/InternetIn today’s briefing: Asian Equities: Southbound Monthly - June Acceleration; Old Getting Sold, Dividends the…
Smartkarma Daily BriefsJuly 8, 2025
Daily BriefsTMT/InternetIn today’s briefing: HSTECH Index Rebalance Preview: Universe Expansion Could Lead to One ChangeTop 10…
Smartkarma Daily BriefsJuly 7, 2025
ChinaDaily BriefsIn today’s briefing: NWD (17 HK): The Strings Attached To Latest Debt FinancingCATL Breaks Ground…
Smartkarma Daily BriefsJuly 12, 2025
ChinaDaily BriefsIn today’s briefing: OneConnect (6638 HK/OCFT US): Ping An's Offer Gets The Nod From SAMRChina…
Smartkarma Daily BriefsJuly 11, 2025
ChinaDaily BriefsIn today’s briefing: Chinese RCBs: Two Bailouts. How Many More At Risk?OneConnect Financial (6638 HK/OCFT…
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ChinaDaily BriefsIn today’s briefing: Lens Technology A/H Trading - Decent Demand, Helped by A-Share RallySICC A/H…
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ChinaDaily BriefsIn today’s briefing: Dah Sing Financial (2356 HK): Discounts On DiscountsAsian Equities: Southbound Monthly -…
Smartkarma Daily BriefsJuly 8, 2025
ChinaDaily BriefsIn today’s briefing: HSTECH Index Rebalance Preview: Universe Expansion Could Lead to One ChangeFWD IPO…
Smartkarma Daily BriefsJuly 7, 2025
Daily BriefsJapanIn today’s briefing: Fast Retailing(9983) | Q3 Miss But FY Guide Intact - Execution Solid,…
Smartkarma Daily BriefsJuly 11, 2025
Daily BriefsJapanIn today’s briefing: Kokusai Elec (6525) Offering - Expect It Very Well Bid, and the…
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Daily BriefsJapanIn today’s briefing: - Japan Bank Metrics, Cross-Holdings and Banks Part 1 TOPIX July 2025…
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Daily BriefsJapanIn today’s briefing: Marui Group Placement: Clean up by Toho; Improving FundamentalsFAST RETAILING (9983 JP)…
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Daily BriefsJapanIn today’s briefing: Merger Arb Mondays (07 Jul) - Seven & I, Shibaura, Insignia, New…
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