Daily BriefsMost Read Most Read: KE Holdings , Zhejiang Sanhua Intellignt Controls, Nexon, Hyundai Rotem Company, HLB Inc, Guangzhou Automobile Group, Genesis Minerals, Vingroup Jsc, FnGuide Inc and more In today’s briefing: CSI Hong Kong Connect Internet Index Rebalance: 10 Changes & Big ImpactZhejiang…Smartkarma Daily BriefsJune 15, 2025
Daily BriefsMost Read Most Read: iShares MSCI Singapore ETF, Sasseur REIT, HealthyWay, KE Holdings , Hino Motors Ltd, Zhejiang Sanhua Intellignt Controls, New World Resources, Crude Oil, Wuxi Biologics and more In today’s briefing: Smartkarma Webinar | Promoting Sustainability in ASEAN: Rise of the Green EconomySmartkarma…Smartkarma Daily BriefsJune 14, 2025
Daily BriefsMost Read Most Read: KE Holdings , Toyota Industries, MINISO Group Holding , Hino Motors Ltd, Nexon, Zijin Mining Group Co Ltd H, Consun Pharmaceutical, Zhejiang Sanhua Intellignt Controls Co., Ltd., Everest Medicines and more In today’s briefing: CSI Hong Kong Connect Internet Index Rebalance: 10 Changes & Big ImpactToyota…Smartkarma Daily BriefsJune 13, 2025
Daily BriefsMost Read Most Read: Foshan Haitian Flavouring & Food, TRYT , Horizon Robotics, Toyota Industries, Virgin Australia Holdings, Kioxia Holdings , SK Inc, KE Holdings , MINISO Group Holding and more In today’s briefing: Foshan Haitian Flavouring & Food (3288 HK): Offering Details & Index Inclusion…Smartkarma Daily BriefsJune 12, 2025
Daily BriefsMost Read Most Read: Sony Corp, TRYT , XtalPi Holdings, Austal Ltd, Hyundai Mobis, Virgin Australia Holdings, Foshan Haitian Flavouring & Food and more In today’s briefing: Index Treatment of Sony (6758 JP)'s Spinoff of the Financial Services BusinessNikkei…Smartkarma Daily BriefsJune 11, 2025
Daily BriefsMost Read Most Read: Great Wall Motor, Yang Ming Marine Transport, Blackstone , Mazagon Dock Shipbuilders , Austal Ltd, SK Inc, With Us Corp, Azoom, Sony Corp and more In today’s briefing: RMB Dual Counter Trading Is Coming - This Changes AH RelationshipsYuanta/P-Shares Taiwan…Smartkarma Daily BriefsJune 10, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: HLB Merger Arb’s Unique Timing Dynamics for a Juicy 8% Swap Spread and more In today’s briefing: HLB Merger Arb's Unique Timing Dynamics for a Juicy 8% Swap SpreadA/H…Smartkarma Daily BriefsJune 15, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: New World Resources (NWC AU)’s Possible Interloper and more In today’s briefing: New World Resources (NWC AU)'s Possible InterloperTencent To Acquire Nexon? Time and…Smartkarma Daily BriefsJune 14, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: [Japan M&A] Hino & Mitsubishi-Fuso Truck to Join; Bagholding Ugly for Minorities and more In today’s briefing: Hino & Mitsubishi-Fuso Truck to Join; Bagholding Ugly for Minorities, and a…Smartkarma Daily BriefsJune 13, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Toyota Industries (6201 JP): Thoughts on Intrinsic Value and more In today’s briefing: Toyota Industries (6201 JP): Thoughts on Intrinsic ValueMINISO (9896 HK)'s (Possible) TOP…Smartkarma Daily BriefsJune 12, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: [Japan M&A] Carlyle Deal for TRYT (9164) – Great Exit for Speculators as HR Co Targets Are Desirable and more In today’s briefing: Carlyle Deal for TRYT (9164) - Great Exit for Speculators as HR…Smartkarma Daily BriefsJune 11, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: A/H Premium Tracker (To 6 June 2025): Narrow Premia Hs Worst Performers and more In today’s briefing: A/H Premium Tracker (To 6 June 2025): Narrow Premia Hs Worst Performers,…Smartkarma Daily BriefsJune 10, 2025
Daily BriefsECM Daily Brief ECM: Weekly Deals Digest (15 Jun) – Haitian and more In today’s briefing: Weekly Deals Digest (15 Jun) - Haitian, Sanhua, Toyota Industries, Tryt, Fengxiang,…Smartkarma Daily BriefsJune 15, 2025
Daily BriefsECM Daily Brief ECM: Zhejiang Sanhua Intelligent Controls A/H Listing – Relatively Large but Digestible and more In today’s briefing: Zhejiang Sanhua Intelligent Controls A/H Listing - Relatively Large but DigestibleVishal Mega…Smartkarma Daily BriefsJune 14, 2025
Daily BriefsECM Daily Brief ECM: Everest Medicine Placement: Another Sell-Down by CBC and more In today’s briefing: Everest Medicine Placement: Another Sell-Down by CBC, Some Caution WarrantedCaoCao IPO: The…Smartkarma Daily BriefsJune 13, 2025
Daily BriefsECM Daily Brief ECM: Horizon Robotics Placement – Momentum Is Strong but Raising Seems Opportunistic and more In today’s briefing: Horizon Robotics Placement - Momentum Is Strong but Raising Seems OpportunisticFoshan Haitian…Smartkarma Daily BriefsJune 12, 2025
Daily BriefsECM Daily Brief ECM: Keymed Bioscience Placement – Track Record Isn’t Great but Recent Performance Has Been Better and more In today’s briefing: Keymed Bioscience Placement - Track Record Isn’t Great but Recent Performance Has…Smartkarma Daily BriefsJune 11, 2025
Daily BriefsECM Daily Brief ECM: [Japan ECM/Index] Azoom (3496) Offering to Enable Move to TOPIX and more In today’s briefing: Azoom (3496) Offering to Enable Move to TOPIXZhejiang Sanhua Intelligent Controls A/H…Smartkarma Daily BriefsJune 10, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Korea Small Cap Gem #36: FnGuide [Increasing Moat for Its Index Business] and more In today’s briefing: Korea Small Cap Gem #36: FnGuide Sun Pharmaceutical (SUNP IN): Timely Succession…Smartkarma Daily BriefsJune 15, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Medtronic Plc. (NYSE: MDT) To Separate Its Diabetes Business and more In today’s briefing: Medtronic Plc. (NYSE: MDT) To Separate Its Diabetes BusinessAMD Claims Its New…Smartkarma Daily BriefsJune 14, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Chow Tai Fook (1929 HK): A Decent Rebound and more In today’s briefing: Chow Tai Fook (1929 HK): A Decent ReboundEmergence of North Korea Reconciliation…Smartkarma Daily BriefsJune 13, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: No Visa For Group Tour Visitors from China to South Korea Likely Starting 3Q 2025 and more In today’s briefing: No Visa For Group Tour Visitors from China to South Korea Likely…Smartkarma Daily BriefsJune 12, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: MINISO Group (9896 HK): Assessing the TOP TOY Spin-Off and more In today’s briefing: MINISO Group (9896 HK): Assessing the TOP TOY Spin-OffSemiconductor Shopping Season Is…Smartkarma Daily BriefsJune 11, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: NAV Valuations of Top Five Largest “Pure” Holdcos in Korea and more In today’s briefing: NAV Valuations of Top Five Largest "Pure" Holdcos in KoreaUpdated NAV Valuations…Smartkarma Daily BriefsJune 10, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Lam Research, Baidu, iQIYI Inc, NVIDIA Corp, Palantir Technologies , Nanometrics Inc, Netapp Inc, Qualys Inc, C3.ai Inc, Dell Technologies and more In today’s briefing: MV US Listed Semiconductor 25 Index Rebalance: US$1.2bn Round-Trip TradeBaidu Inc.: Dealing…Smartkarma Daily BriefsJune 15, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Advanced Micro Devices, Nexon, Nanya Technology, Koninklijke KPN and more In today’s briefing: AMD Claims Its New GPU Is on Par with Nvidia, Its Software…Smartkarma Daily BriefsJune 14, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Nexon, Netdragon Websoft, Qualcomm Inc, Taiwan Semiconductor (TSMC) – ADR, BE Semiconductor Industries NV, Team Internet Group , DataTec Ltd, Nippo Ltd, Sundae Bar, i-mobile Co Ltd and more In today’s briefing: More Accurate Context Behind Tencent’s Nexon Moves Reported by BloombergQuiddity Leaderboard HSIII…Smartkarma Daily BriefsJune 13, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Horizon Robotics, Samsung Electronics, Taiwan Semiconductor (TSMC), Nippo Ltd, Taiwan Semiconductor (TSMC) – ADR, RealReal Inc, Alphawave IP Group, i-mobile Co Ltd, Frontier Developments, Koninklijke KPN and more In today’s briefing: Horizon Robotics Placement - Momentum Is Strong but Raising Seems OpportunisticIs Samsung…Smartkarma Daily BriefsJune 12, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Advanced Micro Devices, Taiwan Semiconductor (TSMC), GB Group PLC, reAlpha Tech, Telefonica Brasil , Unusual Machines, Kioxia Holdings , Poletowin Pitcrew Holdings and more In today’s briefing: Semiconductor Shopping Season Is NowTSMC, UMC Monthly Sales: A Tale of 2…Smartkarma Daily BriefsJune 11, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: SK Inc, Advanced Micro Devices, HKBN Ltd, Circle Internet Group, Zegona Communications, MongoDB , XtalPi Holdings, Apple , Taiwan Semiconductor (TSMC) – ADR, Rubrik and more In today’s briefing: NAV Valuations of Top Five Largest "Pure" Holdcos in KoreaAMD Ups The…Smartkarma Daily BriefsJune 10, 2025
ChinaDaily Briefs Daily Brief China: Guangzhou Automobile Group, Great Wall Motor, Foshan Haitian Flavouring & Food Company, Wuxi Biologics, Baidu, Alibaba Group Holding , iQIYI Inc, Cgn Mining, JD.com and more In today’s briefing: A/H Premium Tracker (To 13 June 2025): HUGE H-Share Outperf Across The…Smartkarma Daily BriefsJune 15, 2025
ChinaDaily Briefs Daily Brief China: Zhejiang Sanhua Intellignt Controls, Wuxi Biologics, Zhejiang Sanhua Intelligent Controls, Shandong Gold Mining Co., Ltd, Bloks Group, Iron Ore, SGX Rubber Future TSR20, Ping An Insurance (H), Seazen (Formerly Future Land) and more In today’s briefing: Zhejiang Sanhua Intelligent Controls A/H Listing - Relatively Large but DigestibleWuxi Biologics…Smartkarma Daily BriefsJune 14, 2025
ChinaDaily Briefs Daily Brief China: Zijin Mining Group Co Ltd H, Consun Pharmaceutical, Geely Auto, Zhejiang Sanhua Intellignt Controls Co., Ltd., Everest Medicines, Netdragon Websoft, CaoCao Inc, Chow Tai Fook Jewellery, Eternal Beauty Holdings Limited, Shandong Fengxiang and more In today’s briefing: Zijin Mining (2899 HK): Fully Valued Ahead Of (Expected) Gold Unit Spin-OffQuiddity…Smartkarma Daily BriefsJune 13, 2025
ChinaDaily Briefs Daily Brief China: Horizon Robotics, KE Holdings , MINISO Group Holding , Foshan Haitian Flavouring & Food, Pop Mart International Group L, Foshan Haitian Flavouring & Food Company, JD.com , Iron Ore, Saint Bella and more In today’s briefing: Horizon Robotics Placement - Momentum Is Strong but Raising Seems OpportunisticCSI Hong…Smartkarma Daily BriefsJune 12, 2025
ChinaDaily Briefs Daily Brief China: Keymed Biosciences, Foshan Haitian Flavouring & Food, BYD, MINISO Group Holding , Saint Bella, PDD Holdings, Zhou Liu Fu Jewellery Co., Ltd. and more In today’s briefing: Keymed Bioscience Placement - Track Record Isn’t Great but Recent Performance Has…Smartkarma Daily BriefsJune 11, 2025
ChinaDaily Briefs Daily Brief China: Great Wall Motor, Zhejiang Sanhua Intellignt Controls Co., Ltd., China Construction Bank H, China Overseas Land & Investment, HKBN Ltd, Trip.com, XtalPi Holdings, Greentown China, Medtide, Yuexiu Property and more In today’s briefing: A/H Premium Tracker (To 6 June 2025): Narrow Premia Hs Worst Performers,…Smartkarma Daily BriefsJune 10, 2025
Daily BriefsJapan Daily Brief Japan: Nexon, Kitazato, 3 D Matrix Ltd, Cyberdyne Inc, Raccoon Holdings, Inc. and more In today’s briefing: Tencent To Acquire Nexon? Time and Price Lining Up for a Final…Smartkarma Daily BriefsJune 14, 2025
Daily BriefsJapan Daily Brief Japan: Hino Motors Ltd, Nexon, Denso Corp, Sumitomo Pharma, i-mobile Co Ltd, GiG Works, CellSource , Nippo Ltd and more In today’s briefing: Hino & Mitsubishi-Fuso Truck to Join; Bagholding Ugly for Minorities, and a…Smartkarma Daily BriefsJune 13, 2025
Daily BriefsJapan Daily Brief Japan: Toyota Industries, Isetan Mitsukoshi Holdings Ltd, Tabio Corp, Sinfonia Technology, Nippo Ltd, TSE Tokyo Price Index TOPIX, SanBio Co Ltd, Tekken Corp and more In today’s briefing: Toyota Industries (6201 JP): Thoughts on Intrinsic ValueIsetan Shinjuku Takes 24% of…Smartkarma Daily BriefsJune 12, 2025
Daily BriefsJapan Daily Brief Japan: Sony Corp, TRYT , Nikkei 225, Kitazato, Poletowin Pitcrew Holdings, Kioxia Holdings and more In today’s briefing: Nikkei 225 Proposal for Dealing With Sony's (6758) Sony Finl Spinoff -…Smartkarma Daily BriefsJune 11, 2025
Daily BriefsJapan Daily Brief Japan: With Us Corp, Azoom, Sony Corp, Nikkei 225, Restar Holdings Corporation, TSE Tokyo Price Index TOPIX, Primo Global and more In today’s briefing: With Us (9696 JP): NSSK’s JPY3,237 Tender Offer Azoom (3496) Offering to…Smartkarma Daily BriefsJune 10, 2025
Daily BriefsJapan Daily Brief Japan: Fuji Corp, Toyota Industries, TSE Tokyo Price Index TOPIX and more In today’s briefing: Private Co Takeout of Fuji Corp (7605 JP) - A Done DealFuji…Smartkarma Daily BriefsJune 9, 2025
Daily BriefsMacro Daily Brief Macro: UK: Retreating To Trend Again and more In today’s briefing: UK: Retreating To Trend AgainUS Treasuries: YOU BREAK IT YOU BOUGHT IT!Actinver…Smartkarma Daily BriefsJune 13, 2025
Daily BriefsMacro Daily Brief Macro: US Consumer Pricing Still Ignores Tariffs and more In today’s briefing: US Consumer Pricing Still Ignores Tariffs Deflation Concerns and Declining Portside InventoriesCambodian…Smartkarma Daily BriefsJune 12, 2025
Daily BriefsMacro Daily Brief Macro: UK: Some Workshy Start Looking and more In today’s briefing: UK: Some Workshy Start LookingAssessing Potential US Inflation RisksActinver Research - Macro…Smartkarma Daily BriefsJune 11, 2025
Daily BriefsMacro Daily Brief Macro: Trade Avoidance Easing Shocks and more In today’s briefing: Trade Avoidance Easing ShocksRisk-On Mood Continues Setting an Upbeat Tone for Japan…Smartkarma Daily BriefsJune 10, 2025
Daily BriefsMacro Daily Brief Macro: Overview # 28 – Capital Flows into Hard Assets Continue and more In today’s briefing: Overview # 28 – Capital Flows into Hard Assets ContinueUS Attracting Strong…Smartkarma Daily BriefsJune 9, 2025
Daily BriefsMacro Daily Brief Macro: From Tariff Tantrum to Treasury Turbulence and more In today’s briefing: From Tariff Tantrum to Treasury TurbulenceTop 10 Korean Stock Picks and Key…Smartkarma Daily BriefsJune 8, 2025
CryptoDaily Briefs Daily Brief Crypto: The Best of Hedgeye: Michael Saylor On Bitcoin – The Long-Term Bull Case and more In today’s briefing: The Best of Hedgeye: Michael Saylor On Bitcoin - The Long-Term Bull…Smartkarma Daily BriefsDecember 7, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Indeed and more In today’s briefing: Crypto Crisp: Indeed, Ethereum Shines Again Crypto Crisp: Indeed, Ethereum Shines AgainBy…Smartkarma Daily BriefsDecember 4, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #54 – While Everyone Looks at Donald Trump and more In today’s briefing: Crypto Moves #54 – While Everyone Looks at Donald Trump, No One…Smartkarma Daily BriefsNovember 30, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: More Friendly and more In today’s briefing: Crypto Crisp: More Friendly, Still Overbought Crypto Crisp: More Friendly, Still OverboughtBy…Smartkarma Daily BriefsNovember 27, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #53 – Are Markets Stupid? The 4-Year Bitcoin Cycle Strikes Again and more In today’s briefing: Crypto Moves #53 – Are Markets Stupid? The 4-Year Bitcoin Cycle Strikes…Smartkarma Daily BriefsNovember 23, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #52 – Are You Ready for Altcoin Season? and more In today’s briefing: Crypto Moves #52 – Are You Ready for Altcoin Season? Crypto Moves…Smartkarma Daily BriefsNovember 15, 2024
Daily BriefsMost Read Most Read: KE Holdings , Zhejiang Sanhua Intellignt Controls, Nexon, Hyundai Rotem Company, HLB Inc, Guangzhou Automobile Group, Genesis Minerals, Vingroup Jsc, FnGuide Inc and more In today’s briefing: CSI Hong Kong Connect Internet Index Rebalance: 10 Changes & Big ImpactZhejiang…Smartkarma Daily BriefsJune 15, 2025
Daily BriefsMost Read Most Read: iShares MSCI Singapore ETF, Sasseur REIT, HealthyWay, KE Holdings , Hino Motors Ltd, Zhejiang Sanhua Intellignt Controls, New World Resources, Crude Oil, Wuxi Biologics and more In today’s briefing: Smartkarma Webinar | Promoting Sustainability in ASEAN: Rise of the Green EconomySmartkarma…Smartkarma Daily BriefsJune 14, 2025
Daily BriefsMost Read Most Read: KE Holdings , Toyota Industries, MINISO Group Holding , Hino Motors Ltd, Nexon, Zijin Mining Group Co Ltd H, Consun Pharmaceutical, Zhejiang Sanhua Intellignt Controls Co., Ltd., Everest Medicines and more In today’s briefing: CSI Hong Kong Connect Internet Index Rebalance: 10 Changes & Big ImpactToyota…Smartkarma Daily BriefsJune 13, 2025
Daily BriefsMost Read Most Read: Foshan Haitian Flavouring & Food, TRYT , Horizon Robotics, Toyota Industries, Virgin Australia Holdings, Kioxia Holdings , SK Inc, KE Holdings , MINISO Group Holding and more In today’s briefing: Foshan Haitian Flavouring & Food (3288 HK): Offering Details & Index Inclusion…Smartkarma Daily BriefsJune 12, 2025
Daily BriefsMost Read Most Read: Sony Corp, TRYT , XtalPi Holdings, Austal Ltd, Hyundai Mobis, Virgin Australia Holdings, Foshan Haitian Flavouring & Food and more In today’s briefing: Index Treatment of Sony (6758 JP)'s Spinoff of the Financial Services BusinessNikkei…Smartkarma Daily BriefsJune 11, 2025
Daily BriefsMost Read Most Read: Great Wall Motor, Yang Ming Marine Transport, Blackstone , Mazagon Dock Shipbuilders , Austal Ltd, SK Inc, With Us Corp, Azoom, Sony Corp and more In today’s briefing: RMB Dual Counter Trading Is Coming - This Changes AH RelationshipsYuanta/P-Shares Taiwan…Smartkarma Daily BriefsJune 10, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: HLB Merger Arb’s Unique Timing Dynamics for a Juicy 8% Swap Spread and more In today’s briefing: HLB Merger Arb's Unique Timing Dynamics for a Juicy 8% Swap SpreadA/H…Smartkarma Daily BriefsJune 15, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: New World Resources (NWC AU)’s Possible Interloper and more In today’s briefing: New World Resources (NWC AU)'s Possible InterloperTencent To Acquire Nexon? Time and…Smartkarma Daily BriefsJune 14, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: [Japan M&A] Hino & Mitsubishi-Fuso Truck to Join; Bagholding Ugly for Minorities and more In today’s briefing: Hino & Mitsubishi-Fuso Truck to Join; Bagholding Ugly for Minorities, and a…Smartkarma Daily BriefsJune 13, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Toyota Industries (6201 JP): Thoughts on Intrinsic Value and more In today’s briefing: Toyota Industries (6201 JP): Thoughts on Intrinsic ValueMINISO (9896 HK)'s (Possible) TOP…Smartkarma Daily BriefsJune 12, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: [Japan M&A] Carlyle Deal for TRYT (9164) – Great Exit for Speculators as HR Co Targets Are Desirable and more In today’s briefing: Carlyle Deal for TRYT (9164) - Great Exit for Speculators as HR…Smartkarma Daily BriefsJune 11, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: A/H Premium Tracker (To 6 June 2025): Narrow Premia Hs Worst Performers and more In today’s briefing: A/H Premium Tracker (To 6 June 2025): Narrow Premia Hs Worst Performers,…Smartkarma Daily BriefsJune 10, 2025
Daily BriefsECM Daily Brief ECM: Weekly Deals Digest (15 Jun) – Haitian and more In today’s briefing: Weekly Deals Digest (15 Jun) - Haitian, Sanhua, Toyota Industries, Tryt, Fengxiang,…Smartkarma Daily BriefsJune 15, 2025
Daily BriefsECM Daily Brief ECM: Zhejiang Sanhua Intelligent Controls A/H Listing – Relatively Large but Digestible and more In today’s briefing: Zhejiang Sanhua Intelligent Controls A/H Listing - Relatively Large but DigestibleVishal Mega…Smartkarma Daily BriefsJune 14, 2025
Daily BriefsECM Daily Brief ECM: Everest Medicine Placement: Another Sell-Down by CBC and more In today’s briefing: Everest Medicine Placement: Another Sell-Down by CBC, Some Caution WarrantedCaoCao IPO: The…Smartkarma Daily BriefsJune 13, 2025
Daily BriefsECM Daily Brief ECM: Horizon Robotics Placement – Momentum Is Strong but Raising Seems Opportunistic and more In today’s briefing: Horizon Robotics Placement - Momentum Is Strong but Raising Seems OpportunisticFoshan Haitian…Smartkarma Daily BriefsJune 12, 2025
Daily BriefsECM Daily Brief ECM: Keymed Bioscience Placement – Track Record Isn’t Great but Recent Performance Has Been Better and more In today’s briefing: Keymed Bioscience Placement - Track Record Isn’t Great but Recent Performance Has…Smartkarma Daily BriefsJune 11, 2025
Daily BriefsECM Daily Brief ECM: [Japan ECM/Index] Azoom (3496) Offering to Enable Move to TOPIX and more In today’s briefing: Azoom (3496) Offering to Enable Move to TOPIXZhejiang Sanhua Intelligent Controls A/H…Smartkarma Daily BriefsJune 10, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Korea Small Cap Gem #36: FnGuide [Increasing Moat for Its Index Business] and more In today’s briefing: Korea Small Cap Gem #36: FnGuide Sun Pharmaceutical (SUNP IN): Timely Succession…Smartkarma Daily BriefsJune 15, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Medtronic Plc. (NYSE: MDT) To Separate Its Diabetes Business and more In today’s briefing: Medtronic Plc. (NYSE: MDT) To Separate Its Diabetes BusinessAMD Claims Its New…Smartkarma Daily BriefsJune 14, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Chow Tai Fook (1929 HK): A Decent Rebound and more In today’s briefing: Chow Tai Fook (1929 HK): A Decent ReboundEmergence of North Korea Reconciliation…Smartkarma Daily BriefsJune 13, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: No Visa For Group Tour Visitors from China to South Korea Likely Starting 3Q 2025 and more In today’s briefing: No Visa For Group Tour Visitors from China to South Korea Likely…Smartkarma Daily BriefsJune 12, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: MINISO Group (9896 HK): Assessing the TOP TOY Spin-Off and more In today’s briefing: MINISO Group (9896 HK): Assessing the TOP TOY Spin-OffSemiconductor Shopping Season Is…Smartkarma Daily BriefsJune 11, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: NAV Valuations of Top Five Largest “Pure” Holdcos in Korea and more In today’s briefing: NAV Valuations of Top Five Largest "Pure" Holdcos in KoreaUpdated NAV Valuations…Smartkarma Daily BriefsJune 10, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Lam Research, Baidu, iQIYI Inc, NVIDIA Corp, Palantir Technologies , Nanometrics Inc, Netapp Inc, Qualys Inc, C3.ai Inc, Dell Technologies and more In today’s briefing: MV US Listed Semiconductor 25 Index Rebalance: US$1.2bn Round-Trip TradeBaidu Inc.: Dealing…Smartkarma Daily BriefsJune 15, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Advanced Micro Devices, Nexon, Nanya Technology, Koninklijke KPN and more In today’s briefing: AMD Claims Its New GPU Is on Par with Nvidia, Its Software…Smartkarma Daily BriefsJune 14, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Nexon, Netdragon Websoft, Qualcomm Inc, Taiwan Semiconductor (TSMC) – ADR, BE Semiconductor Industries NV, Team Internet Group , DataTec Ltd, Nippo Ltd, Sundae Bar, i-mobile Co Ltd and more In today’s briefing: More Accurate Context Behind Tencent’s Nexon Moves Reported by BloombergQuiddity Leaderboard HSIII…Smartkarma Daily BriefsJune 13, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Horizon Robotics, Samsung Electronics, Taiwan Semiconductor (TSMC), Nippo Ltd, Taiwan Semiconductor (TSMC) – ADR, RealReal Inc, Alphawave IP Group, i-mobile Co Ltd, Frontier Developments, Koninklijke KPN and more In today’s briefing: Horizon Robotics Placement - Momentum Is Strong but Raising Seems OpportunisticIs Samsung…Smartkarma Daily BriefsJune 12, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Advanced Micro Devices, Taiwan Semiconductor (TSMC), GB Group PLC, reAlpha Tech, Telefonica Brasil , Unusual Machines, Kioxia Holdings , Poletowin Pitcrew Holdings and more In today’s briefing: Semiconductor Shopping Season Is NowTSMC, UMC Monthly Sales: A Tale of 2…Smartkarma Daily BriefsJune 11, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: SK Inc, Advanced Micro Devices, HKBN Ltd, Circle Internet Group, Zegona Communications, MongoDB , XtalPi Holdings, Apple , Taiwan Semiconductor (TSMC) – ADR, Rubrik and more In today’s briefing: NAV Valuations of Top Five Largest "Pure" Holdcos in KoreaAMD Ups The…Smartkarma Daily BriefsJune 10, 2025
ChinaDaily Briefs Daily Brief China: Guangzhou Automobile Group, Great Wall Motor, Foshan Haitian Flavouring & Food Company, Wuxi Biologics, Baidu, Alibaba Group Holding , iQIYI Inc, Cgn Mining, JD.com and more In today’s briefing: A/H Premium Tracker (To 13 June 2025): HUGE H-Share Outperf Across The…Smartkarma Daily BriefsJune 15, 2025
ChinaDaily Briefs Daily Brief China: Zhejiang Sanhua Intellignt Controls, Wuxi Biologics, Zhejiang Sanhua Intelligent Controls, Shandong Gold Mining Co., Ltd, Bloks Group, Iron Ore, SGX Rubber Future TSR20, Ping An Insurance (H), Seazen (Formerly Future Land) and more In today’s briefing: Zhejiang Sanhua Intelligent Controls A/H Listing - Relatively Large but DigestibleWuxi Biologics…Smartkarma Daily BriefsJune 14, 2025
ChinaDaily Briefs Daily Brief China: Zijin Mining Group Co Ltd H, Consun Pharmaceutical, Geely Auto, Zhejiang Sanhua Intellignt Controls Co., Ltd., Everest Medicines, Netdragon Websoft, CaoCao Inc, Chow Tai Fook Jewellery, Eternal Beauty Holdings Limited, Shandong Fengxiang and more In today’s briefing: Zijin Mining (2899 HK): Fully Valued Ahead Of (Expected) Gold Unit Spin-OffQuiddity…Smartkarma Daily BriefsJune 13, 2025
ChinaDaily Briefs Daily Brief China: Horizon Robotics, KE Holdings , MINISO Group Holding , Foshan Haitian Flavouring & Food, Pop Mart International Group L, Foshan Haitian Flavouring & Food Company, JD.com , Iron Ore, Saint Bella and more In today’s briefing: Horizon Robotics Placement - Momentum Is Strong but Raising Seems OpportunisticCSI Hong…Smartkarma Daily BriefsJune 12, 2025
ChinaDaily Briefs Daily Brief China: Keymed Biosciences, Foshan Haitian Flavouring & Food, BYD, MINISO Group Holding , Saint Bella, PDD Holdings, Zhou Liu Fu Jewellery Co., Ltd. and more In today’s briefing: Keymed Bioscience Placement - Track Record Isn’t Great but Recent Performance Has…Smartkarma Daily BriefsJune 11, 2025
ChinaDaily Briefs Daily Brief China: Great Wall Motor, Zhejiang Sanhua Intellignt Controls Co., Ltd., China Construction Bank H, China Overseas Land & Investment, HKBN Ltd, Trip.com, XtalPi Holdings, Greentown China, Medtide, Yuexiu Property and more In today’s briefing: A/H Premium Tracker (To 6 June 2025): Narrow Premia Hs Worst Performers,…Smartkarma Daily BriefsJune 10, 2025
Daily BriefsJapan Daily Brief Japan: Nexon, Kitazato, 3 D Matrix Ltd, Cyberdyne Inc, Raccoon Holdings, Inc. and more In today’s briefing: Tencent To Acquire Nexon? Time and Price Lining Up for a Final…Smartkarma Daily BriefsJune 14, 2025
Daily BriefsJapan Daily Brief Japan: Hino Motors Ltd, Nexon, Denso Corp, Sumitomo Pharma, i-mobile Co Ltd, GiG Works, CellSource , Nippo Ltd and more In today’s briefing: Hino & Mitsubishi-Fuso Truck to Join; Bagholding Ugly for Minorities, and a…Smartkarma Daily BriefsJune 13, 2025
Daily BriefsJapan Daily Brief Japan: Toyota Industries, Isetan Mitsukoshi Holdings Ltd, Tabio Corp, Sinfonia Technology, Nippo Ltd, TSE Tokyo Price Index TOPIX, SanBio Co Ltd, Tekken Corp and more In today’s briefing: Toyota Industries (6201 JP): Thoughts on Intrinsic ValueIsetan Shinjuku Takes 24% of…Smartkarma Daily BriefsJune 12, 2025
Daily BriefsJapan Daily Brief Japan: Sony Corp, TRYT , Nikkei 225, Kitazato, Poletowin Pitcrew Holdings, Kioxia Holdings and more In today’s briefing: Nikkei 225 Proposal for Dealing With Sony's (6758) Sony Finl Spinoff -…Smartkarma Daily BriefsJune 11, 2025
Daily BriefsJapan Daily Brief Japan: With Us Corp, Azoom, Sony Corp, Nikkei 225, Restar Holdings Corporation, TSE Tokyo Price Index TOPIX, Primo Global and more In today’s briefing: With Us (9696 JP): NSSK’s JPY3,237 Tender Offer Azoom (3496) Offering to…Smartkarma Daily BriefsJune 10, 2025
Daily BriefsJapan Daily Brief Japan: Fuji Corp, Toyota Industries, TSE Tokyo Price Index TOPIX and more In today’s briefing: Private Co Takeout of Fuji Corp (7605 JP) - A Done DealFuji…Smartkarma Daily BriefsJune 9, 2025
Daily BriefsMacro Daily Brief Macro: UK: Retreating To Trend Again and more In today’s briefing: UK: Retreating To Trend AgainUS Treasuries: YOU BREAK IT YOU BOUGHT IT!Actinver…Smartkarma Daily BriefsJune 13, 2025
Daily BriefsMacro Daily Brief Macro: US Consumer Pricing Still Ignores Tariffs and more In today’s briefing: US Consumer Pricing Still Ignores Tariffs Deflation Concerns and Declining Portside InventoriesCambodian…Smartkarma Daily BriefsJune 12, 2025
Daily BriefsMacro Daily Brief Macro: UK: Some Workshy Start Looking and more In today’s briefing: UK: Some Workshy Start LookingAssessing Potential US Inflation RisksActinver Research - Macro…Smartkarma Daily BriefsJune 11, 2025
Daily BriefsMacro Daily Brief Macro: Trade Avoidance Easing Shocks and more In today’s briefing: Trade Avoidance Easing ShocksRisk-On Mood Continues Setting an Upbeat Tone for Japan…Smartkarma Daily BriefsJune 10, 2025
Daily BriefsMacro Daily Brief Macro: Overview # 28 – Capital Flows into Hard Assets Continue and more In today’s briefing: Overview # 28 – Capital Flows into Hard Assets ContinueUS Attracting Strong…Smartkarma Daily BriefsJune 9, 2025
Daily BriefsMacro Daily Brief Macro: From Tariff Tantrum to Treasury Turbulence and more In today’s briefing: From Tariff Tantrum to Treasury TurbulenceTop 10 Korean Stock Picks and Key…Smartkarma Daily BriefsJune 8, 2025
CryptoDaily Briefs Daily Brief Crypto: The Best of Hedgeye: Michael Saylor On Bitcoin – The Long-Term Bull Case and more In today’s briefing: The Best of Hedgeye: Michael Saylor On Bitcoin - The Long-Term Bull…Smartkarma Daily BriefsDecember 7, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Indeed and more In today’s briefing: Crypto Crisp: Indeed, Ethereum Shines Again Crypto Crisp: Indeed, Ethereum Shines AgainBy…Smartkarma Daily BriefsDecember 4, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #54 – While Everyone Looks at Donald Trump and more In today’s briefing: Crypto Moves #54 – While Everyone Looks at Donald Trump, No One…Smartkarma Daily BriefsNovember 30, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: More Friendly and more In today’s briefing: Crypto Crisp: More Friendly, Still Overbought Crypto Crisp: More Friendly, Still OverboughtBy…Smartkarma Daily BriefsNovember 27, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #53 – Are Markets Stupid? The 4-Year Bitcoin Cycle Strikes Again and more In today’s briefing: Crypto Moves #53 – Are Markets Stupid? The 4-Year Bitcoin Cycle Strikes…Smartkarma Daily BriefsNovember 23, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #52 – Are You Ready for Altcoin Season? and more In today’s briefing: Crypto Moves #52 – Are You Ready for Altcoin Season? Crypto Moves…Smartkarma Daily BriefsNovember 15, 2024