In today’s briefing: SET50 Index Rebalance: Four Changes; Cal Comp🚀PCOMP Index Rebalance Preview: Two Changes…
Smartkarma Daily BriefsJanuary 1, 2025
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: SET50 Index Rebalance: Four Changes; Cal Comp🚀Korea: Potential Relegations from K League…
Smartkarma Daily BriefsDecember 31, 2024
Daily BriefsMost ReadIn today’s briefing: Korea: Potential Relegations from K League 1Nidec Goes Hostile On Makino Milling…
Smartkarma Daily BriefsDecember 30, 2024
Daily BriefsMost ReadIn today’s briefing: How Has the Index Rebalance Strategy Performed in 2024?HSCI Index Rebalance Preview…
Smartkarma Daily BriefsDecember 29, 2024
Daily BriefsMost ReadIn today’s briefing: Sanrio (8136 JP) Placement: Price Likely Determined Today; What Next?Japan: Potential Passive…
Smartkarma Daily BriefsDecember 28, 2024
Daily BriefsMost ReadIn today’s briefing: 7&I (3382 JP) - Share Price Dipping Deeper Means Dipping Toes DeeperSanrio…
Smartkarma Daily BriefsDecember 27, 2024
Daily BriefsEvent-DrivenIn today’s briefing: GAPack (468 HK): Hong Kong's Takeovers Code Needs A PUSU RuleAVJennings (AVJ…
Smartkarma Daily BriefsDecember 31, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Tsuruha (3391) And Welcia (3141) To Move UP Merger to End-2025; Makes…
Smartkarma Daily BriefsDecember 30, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Vesync (2148 HK): The Yang Family’s Scheme Offer Is Light but Likely…
Smartkarma Daily BriefsDecember 29, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Nidec Goes Hostile On Makino Milling at ¥11,000/ShareWhat We’ve Got on Samsung…
Smartkarma Daily BriefsDecember 28, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Shin Kong/Taishin Merger - Proceeding ApaceMacromill (3978 JP) - Five Major Investors…
Smartkarma Daily BriefsDecember 27, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Korea: Potential Relegations from K League 1 Korea: Potential Relegations from K…
Smartkarma Daily BriefsDecember 26, 2024
Daily BriefsECMIn today’s briefing: IGI (India) IPO - Unique Exposure but Questionable Acquisition, and 4x Returns…
Smartkarma Daily BriefsDecember 13, 2024
Daily BriefsECMIn today’s briefing: 2025 ("Year of the Snake") Major IPOs Pipeline in KoreaSai Life Sciences…
Smartkarma Daily BriefsDecember 12, 2024
Daily BriefsECMIn today’s briefing: LG CNS IPO Valuation AnalysisEAAA India Alternatives Limited Pre-IPO TearsheetSAI Life Sciences…
Smartkarma Daily BriefsDecember 11, 2024
Daily BriefsECMIn today’s briefing: Mao Geping Cosmetics IPO Trading - Highest Demand for This YearVishal Mega…
Smartkarma Daily BriefsDecember 10, 2024
Daily BriefsECMIn today’s briefing: Sanrio (8136 JP): The Current PlaybookParadigm Biopharmaceuticals (PAR AU): Fund Raising Amidst…
Smartkarma Daily BriefsDecember 9, 2024
Daily BriefsECMIn today’s briefing: A Review of Our IPO Research in 2024 A Review of Our…
Smartkarma Daily BriefsDecember 7, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Smartkarma Corporate Webinar Recap: 17Live’s CEO on the Live Streaming Company's OutlookScams…
Smartkarma Daily BriefsDecember 31, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: TSMC (2330.TT; TSM.US): If Intel Was Split Up, What Impact Will It…
Smartkarma Daily BriefsDecember 30, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Grab Holdings (GRAB US) - Harvest TimeGoTo Gojek Tokopedia (GOTO IJ) -…
Smartkarma Daily BriefsDecember 29, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: The Beat Ideas- Adani Energy Solution: Riding the Electricity WaveThe Beat Ideas:…
Smartkarma Daily BriefsDecember 28, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Tencent/Netease: Game Approval Trending up but Only One Approval for NeteaseHamamatsu Photonics…
Smartkarma Daily BriefsDecember 27, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Micron. So Long Legacy & Hello There HBM, Data Center & Leading…
Smartkarma Daily BriefsDecember 26, 2024
Daily BriefsTMT/InternetIn today’s briefing: InnoScience (2577 HK): Prices at Low End & Lists Today; Index Inclusion…
Smartkarma Daily BriefsDecember 30, 2024
Daily BriefsTMT/InternetIn today’s briefing: Grab Holdings (GRAB US) - Harvest Time(Mostly) Asia-Pac M&A: Makino, Henlius, GAPack,…
Smartkarma Daily BriefsDecember 29, 2024
Daily BriefsTMT/InternetIn today’s briefing: What We’ve Got on Samsung Electronics' Value-Up DisclosureThe US-China Trade War Is…
Smartkarma Daily BriefsDecember 28, 2024
Daily BriefsTMT/InternetIn today’s briefing: Tencent/Netease: Game Approval Trending up but Only One Approval for NeteaseThematic Building…
Smartkarma Daily BriefsDecember 27, 2024
Daily BriefsTMT/InternetIn today’s briefing: Micron. So Long Legacy & Hello There HBM, Data Center & Leading…
Smartkarma Daily BriefsDecember 26, 2024
Daily BriefsTMT/InternetIn today’s briefing: Nvidia (NVDA.US): To Establish Offshore Headquarter in Taiwan.Tech Supply Chain Tracker (25-Dec-2024):…
Smartkarma Daily BriefsDecember 25, 2024
ChinaDaily BriefsIn today’s briefing: Shandong Hi-Speed New Energy (1250 HK): SPA Completed, Next Unconditional MGOVesync (2148…
Smartkarma Daily BriefsDecember 30, 2024
ChinaDaily BriefsIn today’s briefing: Vesync (2148 HK): The Yang Family’s Scheme Offer Is Light but Likely…
Smartkarma Daily BriefsDecember 29, 2024
ChinaDaily BriefsIn today’s briefing: China Logistics (Part 2): All JD Logistic Roads Lead Back to S.F.…
Smartkarma Daily BriefsDecember 28, 2024
ChinaDaily BriefsIn today’s briefing: CPMC Holdings (906 HK): On the Cusp of Being Declared UnconditionalTencent/Netease: Game…
Smartkarma Daily BriefsDecember 27, 2024
ChinaDaily BriefsIn today’s briefing: Pre-IPO Duality Biotherapeutics - Has the Potential to Surpass RemeGen Pre-IPO Duality…
Smartkarma Daily BriefsDecember 26, 2024
ChinaDaily BriefsIn today’s briefing: Minieye Technology IPO: Valuation Multiples Appear Justified Given Top-Line Growth of 30%+…
Smartkarma Daily BriefsDecember 25, 2024
Daily BriefsJapanIn today’s briefing: Nidec Goes Hostile On Makino Milling at ¥11,000/ShareMakino Milling Machine (6135 JP):…
Smartkarma Daily BriefsDecember 28, 2024
Daily BriefsJapanIn today’s briefing: Macromill (3978 JP) - Five Major Investors Have 50+%; CVC Extends and…
Smartkarma Daily BriefsDecember 27, 2024
Daily BriefsJapanIn today’s briefing: Takashimaya (8233 JP): Q3 FY02/25 flash updateZuiko Corp (6279 JP): Q3 FY02/25…
Smartkarma Daily BriefsDecember 26, 2024
Daily BriefsJapanIn today’s briefing: Matsuya Targets ¥20 Billion Online Matsuya Targets ¥20 Billion OnlineBy Michael Causton…
Smartkarma Daily BriefsDecember 25, 2024
Daily BriefsJapanIn today’s briefing: Honda (7267 JP) - MAMMOTH New ¥1.1Trln Stock Buyback Exedy (7278) -…
Smartkarma Daily BriefsDecember 24, 2024
Daily BriefsJapanIn today’s briefing: NEC Networks (1973 JP) Next To Last Showdown - NEC Lowers Minimum,…
Smartkarma Daily BriefsDecember 23, 2024
Daily BriefsMacroIn today’s briefing: The US Dollar and the Only Chart that Matters!Geopolitical Flash Update: See…
Smartkarma Daily BriefsDecember 13, 2024
Daily BriefsMacroIn today’s briefing: The Drill – Will Chinese stimulus be a home run for commodities?Strategic…
Smartkarma Daily BriefsDecember 12, 2024
Daily BriefsMacroIn today’s briefing: Global Commodities: 2025 Outlook: bullish on gold for third year; supply-constrained base…
Smartkarma Daily BriefsDecember 11, 2024
Daily BriefsMacroIn today’s briefing: Here is what we told Hedge Funds this week – and how…
Smartkarma Daily BriefsDecember 10, 2024
Daily BriefsMacroIn today’s briefing: Fed's Latest Financial Stability Report Highlights Pitfalls of Fiscal ProfligacyInvesting During an…
Smartkarma Daily BriefsDecember 9, 2024
Daily BriefsMacroIn today’s briefing: Actinver Research - Macro Daily: Inflation 2h-Nov Actinver Research - Macro Daily:…
Smartkarma Daily BriefsDecember 8, 2024
Daily BriefsMost ReadIn today’s briefing: SET50 Index Rebalance: Four Changes; Cal Comp🚀PCOMP Index Rebalance Preview: Two Changes…
Smartkarma Daily BriefsJanuary 1, 2025
Daily BriefsMost ReadIn today’s briefing: SET50 Index Rebalance: Four Changes; Cal Comp🚀Korea: Potential Relegations from K League…
Smartkarma Daily BriefsDecember 31, 2024
Daily BriefsMost ReadIn today’s briefing: Korea: Potential Relegations from K League 1Nidec Goes Hostile On Makino Milling…
Smartkarma Daily BriefsDecember 30, 2024
Daily BriefsMost ReadIn today’s briefing: How Has the Index Rebalance Strategy Performed in 2024?HSCI Index Rebalance Preview…
Smartkarma Daily BriefsDecember 29, 2024
Daily BriefsMost ReadIn today’s briefing: Sanrio (8136 JP) Placement: Price Likely Determined Today; What Next?Japan: Potential Passive…
Smartkarma Daily BriefsDecember 28, 2024
Daily BriefsMost ReadIn today’s briefing: 7&I (3382 JP) - Share Price Dipping Deeper Means Dipping Toes DeeperSanrio…
Smartkarma Daily BriefsDecember 27, 2024
Daily BriefsEvent-DrivenIn today’s briefing: GAPack (468 HK): Hong Kong's Takeovers Code Needs A PUSU RuleAVJennings (AVJ…
Smartkarma Daily BriefsDecember 31, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Tsuruha (3391) And Welcia (3141) To Move UP Merger to End-2025; Makes…
Smartkarma Daily BriefsDecember 30, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Vesync (2148 HK): The Yang Family’s Scheme Offer Is Light but Likely…
Smartkarma Daily BriefsDecember 29, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Nidec Goes Hostile On Makino Milling at ¥11,000/ShareWhat We’ve Got on Samsung…
Smartkarma Daily BriefsDecember 28, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Shin Kong/Taishin Merger - Proceeding ApaceMacromill (3978 JP) - Five Major Investors…
Smartkarma Daily BriefsDecember 27, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Korea: Potential Relegations from K League 1 Korea: Potential Relegations from K…
Smartkarma Daily BriefsDecember 26, 2024
Daily BriefsECMIn today’s briefing: IGI (India) IPO - Unique Exposure but Questionable Acquisition, and 4x Returns…
Smartkarma Daily BriefsDecember 13, 2024
Daily BriefsECMIn today’s briefing: 2025 ("Year of the Snake") Major IPOs Pipeline in KoreaSai Life Sciences…
Smartkarma Daily BriefsDecember 12, 2024
Daily BriefsECMIn today’s briefing: LG CNS IPO Valuation AnalysisEAAA India Alternatives Limited Pre-IPO TearsheetSAI Life Sciences…
Smartkarma Daily BriefsDecember 11, 2024
Daily BriefsECMIn today’s briefing: Mao Geping Cosmetics IPO Trading - Highest Demand for This YearVishal Mega…
Smartkarma Daily BriefsDecember 10, 2024
Daily BriefsECMIn today’s briefing: Sanrio (8136 JP): The Current PlaybookParadigm Biopharmaceuticals (PAR AU): Fund Raising Amidst…
Smartkarma Daily BriefsDecember 9, 2024
Daily BriefsECMIn today’s briefing: A Review of Our IPO Research in 2024 A Review of Our…
Smartkarma Daily BriefsDecember 7, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Smartkarma Corporate Webinar Recap: 17Live’s CEO on the Live Streaming Company's OutlookScams…
Smartkarma Daily BriefsDecember 31, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: TSMC (2330.TT; TSM.US): If Intel Was Split Up, What Impact Will It…
Smartkarma Daily BriefsDecember 30, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Grab Holdings (GRAB US) - Harvest TimeGoTo Gojek Tokopedia (GOTO IJ) -…
Smartkarma Daily BriefsDecember 29, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: The Beat Ideas- Adani Energy Solution: Riding the Electricity WaveThe Beat Ideas:…
Smartkarma Daily BriefsDecember 28, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Tencent/Netease: Game Approval Trending up but Only One Approval for NeteaseHamamatsu Photonics…
Smartkarma Daily BriefsDecember 27, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Micron. So Long Legacy & Hello There HBM, Data Center & Leading…
Smartkarma Daily BriefsDecember 26, 2024
Daily BriefsTMT/InternetIn today’s briefing: InnoScience (2577 HK): Prices at Low End & Lists Today; Index Inclusion…
Smartkarma Daily BriefsDecember 30, 2024
Daily BriefsTMT/InternetIn today’s briefing: Grab Holdings (GRAB US) - Harvest Time(Mostly) Asia-Pac M&A: Makino, Henlius, GAPack,…
Smartkarma Daily BriefsDecember 29, 2024
Daily BriefsTMT/InternetIn today’s briefing: What We’ve Got on Samsung Electronics' Value-Up DisclosureThe US-China Trade War Is…
Smartkarma Daily BriefsDecember 28, 2024
Daily BriefsTMT/InternetIn today’s briefing: Tencent/Netease: Game Approval Trending up but Only One Approval for NeteaseThematic Building…
Smartkarma Daily BriefsDecember 27, 2024
Daily BriefsTMT/InternetIn today’s briefing: Micron. So Long Legacy & Hello There HBM, Data Center & Leading…
Smartkarma Daily BriefsDecember 26, 2024
Daily BriefsTMT/InternetIn today’s briefing: Nvidia (NVDA.US): To Establish Offshore Headquarter in Taiwan.Tech Supply Chain Tracker (25-Dec-2024):…
Smartkarma Daily BriefsDecember 25, 2024
ChinaDaily BriefsIn today’s briefing: Shandong Hi-Speed New Energy (1250 HK): SPA Completed, Next Unconditional MGOVesync (2148…
Smartkarma Daily BriefsDecember 30, 2024
ChinaDaily BriefsIn today’s briefing: Vesync (2148 HK): The Yang Family’s Scheme Offer Is Light but Likely…
Smartkarma Daily BriefsDecember 29, 2024
ChinaDaily BriefsIn today’s briefing: China Logistics (Part 2): All JD Logistic Roads Lead Back to S.F.…
Smartkarma Daily BriefsDecember 28, 2024
ChinaDaily BriefsIn today’s briefing: CPMC Holdings (906 HK): On the Cusp of Being Declared UnconditionalTencent/Netease: Game…
Smartkarma Daily BriefsDecember 27, 2024
ChinaDaily BriefsIn today’s briefing: Pre-IPO Duality Biotherapeutics - Has the Potential to Surpass RemeGen Pre-IPO Duality…
Smartkarma Daily BriefsDecember 26, 2024
ChinaDaily BriefsIn today’s briefing: Minieye Technology IPO: Valuation Multiples Appear Justified Given Top-Line Growth of 30%+…
Smartkarma Daily BriefsDecember 25, 2024
Daily BriefsJapanIn today’s briefing: Nidec Goes Hostile On Makino Milling at ¥11,000/ShareMakino Milling Machine (6135 JP):…
Smartkarma Daily BriefsDecember 28, 2024
Daily BriefsJapanIn today’s briefing: Macromill (3978 JP) - Five Major Investors Have 50+%; CVC Extends and…
Smartkarma Daily BriefsDecember 27, 2024
Daily BriefsJapanIn today’s briefing: Takashimaya (8233 JP): Q3 FY02/25 flash updateZuiko Corp (6279 JP): Q3 FY02/25…
Smartkarma Daily BriefsDecember 26, 2024
Daily BriefsJapanIn today’s briefing: Matsuya Targets ¥20 Billion Online Matsuya Targets ¥20 Billion OnlineBy Michael Causton…
Smartkarma Daily BriefsDecember 25, 2024
Daily BriefsJapanIn today’s briefing: Honda (7267 JP) - MAMMOTH New ¥1.1Trln Stock Buyback Exedy (7278) -…
Smartkarma Daily BriefsDecember 24, 2024
Daily BriefsJapanIn today’s briefing: NEC Networks (1973 JP) Next To Last Showdown - NEC Lowers Minimum,…
Smartkarma Daily BriefsDecember 23, 2024
Daily BriefsMacroIn today’s briefing: The US Dollar and the Only Chart that Matters!Geopolitical Flash Update: See…
Smartkarma Daily BriefsDecember 13, 2024
Daily BriefsMacroIn today’s briefing: The Drill – Will Chinese stimulus be a home run for commodities?Strategic…
Smartkarma Daily BriefsDecember 12, 2024
Daily BriefsMacroIn today’s briefing: Global Commodities: 2025 Outlook: bullish on gold for third year; supply-constrained base…
Smartkarma Daily BriefsDecember 11, 2024
Daily BriefsMacroIn today’s briefing: Here is what we told Hedge Funds this week – and how…
Smartkarma Daily BriefsDecember 10, 2024
Daily BriefsMacroIn today’s briefing: Fed's Latest Financial Stability Report Highlights Pitfalls of Fiscal ProfligacyInvesting During an…
Smartkarma Daily BriefsDecember 9, 2024
Daily BriefsMacroIn today’s briefing: Actinver Research - Macro Daily: Inflation 2h-Nov Actinver Research - Macro Daily:…
Smartkarma Daily BriefsDecember 8, 2024
