In today’s briefing: NEC Network (1973 JP) Tender Offer - The Landscape Has Fully ChangedKansai…
Smartkarma Daily BriefsNovember 27, 2024
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Kioxia IPO PreviewKansai Electric Power (9503 JP) - Huge Offering Is Smaller…
Smartkarma Daily BriefsNovember 26, 2024
Daily BriefsMost ReadIn today’s briefing: Shanghai Henlius Biotech (2696.HK) Privatization Update - These Are the Potential Risks…
Smartkarma Daily BriefsNovember 25, 2024
Daily BriefsMost ReadIn today’s briefing: Yuanta/P-Shares Taiwan Div+ ETF Rebalance Preview: 6 Adds, 5 Deletes, Capping, US$3.5bn…
Smartkarma Daily BriefsNovember 24, 2024
Daily BriefsMost ReadIn today’s briefing: KEPCO (9503 JP): Index Implications of US$3.5bn Primary + Secondary OfferingHang Seng…
Smartkarma Daily BriefsNovember 23, 2024
Daily BriefsMost ReadIn today’s briefing: KEPCO (9503 JP): Index Implications of US$3.5bn Primary + Secondary OfferingSeven &…
Smartkarma Daily BriefsNovember 22, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Kansai Electric Power (9503 JP) - Huge Offering Is Smaller Now; Reward/Risk…
Smartkarma Daily BriefsNovember 26, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Merger Arb Mondays (25 Nov) - Seven & I, Fuji Soft, ID&EH,…
Smartkarma Daily BriefsNovember 25, 2024
Daily BriefsEvent-DrivenIn today’s briefing: HSCEI Index Rebalance: PICC P&C (2328 HK) Replaces Longfor (960 HK)(Mostly) Asia-Pac…
Smartkarma Daily BriefsNovember 24, 2024
Daily BriefsEvent-DrivenIn today’s briefing: KOSPI200 Dec24 Rebal: 4 ADDs, 5 DELs, Big ADV on Small StocksDividend…
Smartkarma Daily BriefsNovember 23, 2024
Daily BriefsEvent-DrivenIn today’s briefing: : Murakami Target Mitsui Matsushima (1518 JP) Getting Sold Down For a…
Smartkarma Daily BriefsNovember 22, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Seven & I Holdings (3382 JP): Evaluating the Potential MBOAmcor Ltd/Berry Global:…
Smartkarma Daily BriefsNovember 21, 2024
Daily BriefsECMIn today’s briefing: FCP Capital Sends a Proposal to KT&G to Buy Korea Ginseng Corp…
Smartkarma Daily BriefsOctober 15, 2024
Daily BriefsECMIn today’s briefing: Akeso Biopharma Placement - The Placing Price Is Not Cheap Despite Positive…
Smartkarma Daily BriefsOctober 14, 2024
Daily BriefsECMIn today’s briefing: Oman firm leads US$50M financing round of Singapore’s digital asset exchange SDAX…
Smartkarma Daily BriefsOctober 13, 2024
Daily BriefsECMIn today’s briefing: Hyundai Motor India IPO: The Investment CaseMouri Tech Pre-IPO TearsheetVarindera Constructions Pre-IPO…
Smartkarma Daily BriefsOctober 12, 2024
Daily BriefsECMIn today’s briefing: Hyundai Motor India IPO - RHP Updates, Valuation Getting TrickyAkeso Placement -…
Smartkarma Daily BriefsOctober 11, 2024
Daily BriefsECMIn today’s briefing: Rigaku Holdings IPO - Upside Remains AttractiveHyundai Motor India IPO: Analysis of…
Smartkarma Daily BriefsOctober 10, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: The Beat Ideas: Deep Industries- A Hidden Oil & Gas ProxyEoflow: European…
Smartkarma Daily BriefsNovember 26, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Travelsky (696): Sleepy GiantTech News This Week: Smartphone, Mediatek, Nvidia, Qualcomm, TSMC,…
Smartkarma Daily BriefsNovember 25, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: NVIDIA Q3FY25 Growth Story Still On Track But Heed The Flaws In…
Smartkarma Daily BriefsNovember 24, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Edwards Lifesciences Corporation: Will The Expansion and Growth of Transcatheter Aortic Valve…
Smartkarma Daily BriefsNovember 23, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Adani Group’s Indictment: Bribery, Fraud, and the Global FalloutThe Heat Is On:…
Smartkarma Daily BriefsNovember 22, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: : Progress Made, Better Times AheadTesla’s Big Bet: Why Trump’s Autonomous Push…
Smartkarma Daily BriefsNovember 21, 2024
Daily BriefsTMT/InternetIn today’s briefing: Hang Seng Index (HSI) Rebalance: Still Baby Steps to Get to 100…
Smartkarma Daily BriefsNovember 25, 2024
Daily BriefsTMT/InternetIn today’s briefing: NVIDIA Q3FY25 Growth Story Still On Track But Heed The Flaws In…
Smartkarma Daily BriefsNovember 24, 2024
Daily BriefsTMT/InternetIn today’s briefing: Dividend Tax Cut Decision Scheduled for 25th, Next Monday: Watch Sammy PrefsCuscal…
Smartkarma Daily BriefsNovember 23, 2024
Daily BriefsTMT/InternetIn today’s briefing: KOSDAQ150 Index Rebalance: 8 Changes a Side; Fadu Appears to Be a…
Smartkarma Daily BriefsNovember 22, 2024
Daily BriefsTMT/InternetIn today’s briefing: Quiddity Leaderboard HSIII: ~US$160mn One-Way Flows in Dec 24; 3 ADDs/DELs in…
Smartkarma Daily BriefsNovember 21, 2024
Daily BriefsTMT/InternetIn today’s briefing: HKBN (1310 HK): China Mobile Comes Knocking. Again.S&P/ASX Index Rebalance Preview (Dec…
Smartkarma Daily BriefsNovember 20, 2024
ChinaDaily BriefsIn today’s briefing: Henlius (2696 HK): NDRC Approval Should Calm NervesHSTECH Index Rebalance: Midea (300…
Smartkarma Daily BriefsNovember 25, 2024
ChinaDaily BriefsIn today’s briefing: HSCEI Index Rebalance: PICC P&C (2328 HK) Replaces Longfor (960 HK): C3Q24:…
Smartkarma Daily BriefsNovember 24, 2024
ChinaDaily BriefsIn today’s briefing: : Small Differences Here & There but Overall Case Intact : Small…
Smartkarma Daily BriefsNovember 23, 2024
ChinaDaily BriefsIn today’s briefing: SF Holding HKEx Listing: Peer Comparison and ValuationThe Heat Is On: News…
Smartkarma Daily BriefsNovember 22, 2024
ChinaDaily BriefsIn today’s briefing: : Progress Made, Better Times AheadQuiddity Leaderboard HSIII: ~US$160mn One-Way Flows in…
Smartkarma Daily BriefsNovember 21, 2024
ChinaDaily BriefsIn today’s briefing: HKBN (1310 HK): China Mobile Comes Knocking. Again.SF Holdings A/H Listing -…
Smartkarma Daily BriefsNovember 20, 2024
Daily BriefsJapanIn today’s briefing: FineToday (289A JP): Fine In May & June 2025 for Global Index…
Smartkarma Daily BriefsNovember 23, 2024
Daily BriefsJapanIn today’s briefing: : Murakami Target Mitsui Matsushima (1518 JP) Getting Sold Down For a…
Smartkarma Daily BriefsNovember 22, 2024
Daily BriefsJapanIn today’s briefing: Seven & I Holdings (3382 JP): Evaluating the Potential MBO Exedy (7278)…
Smartkarma Daily BriefsNovember 21, 2024
Daily BriefsJapanIn today’s briefing: 7&I (3382) Ito Family MBO - New Urgency for ACTIntegrated Design &…
Smartkarma Daily BriefsNovember 20, 2024
Daily BriefsJapanIn today’s briefing: IBJ (6071 JP) - Raising the Quality of EarningsTerumo Corp (4543 JP):…
Smartkarma Daily BriefsNovember 19, 2024
Daily BriefsJapanIn today’s briefing: Fuji Soft (9749): KKR To Launch at ¥9,451, Fuji Soft REJECTS Bain's…
Smartkarma Daily BriefsNovember 18, 2024
Daily BriefsMacroIn today’s briefing: China Watch: Time to play briefing bingo again..Ministry of Housing Press Conference…
Smartkarma Daily BriefsOctober 18, 2024
Daily BriefsMacroIn today’s briefing: Rubber Board Says Q1 FY25 Production Near Stable But ATMA DisputesThe Drill:…
Smartkarma Daily BriefsOctober 17, 2024
Daily BriefsMacroIn today’s briefing: GEM Funds Underperform in Q3.The Week at a Glance: No Bazooka from…
Smartkarma Daily BriefsOctober 16, 2024
Daily BriefsMacroIn today’s briefing: What China’s trajectory mean for commodities (Huw McKay)Global FX: US elections: A…
Smartkarma Daily BriefsOctober 15, 2024
Daily BriefsMacroIn today’s briefing: China's Economic Plan: THE MOVING PARTS AND WHAT TO WATCHUS Treasury Market…
Smartkarma Daily BriefsOctober 14, 2024
Daily BriefsMacroIn today’s briefing: Ministry of Finance Press Conference – First Take Ministry of Finance Press…
Smartkarma Daily BriefsOctober 13, 2024
Daily BriefsMost ReadIn today’s briefing: NEC Network (1973 JP) Tender Offer - The Landscape Has Fully ChangedKansai…
Smartkarma Daily BriefsNovember 27, 2024
Daily BriefsMost ReadIn today’s briefing: Kioxia IPO PreviewKansai Electric Power (9503 JP) - Huge Offering Is Smaller…
Smartkarma Daily BriefsNovember 26, 2024
Daily BriefsMost ReadIn today’s briefing: Shanghai Henlius Biotech (2696.HK) Privatization Update - These Are the Potential Risks…
Smartkarma Daily BriefsNovember 25, 2024
Daily BriefsMost ReadIn today’s briefing: Yuanta/P-Shares Taiwan Div+ ETF Rebalance Preview: 6 Adds, 5 Deletes, Capping, US$3.5bn…
Smartkarma Daily BriefsNovember 24, 2024
Daily BriefsMost ReadIn today’s briefing: KEPCO (9503 JP): Index Implications of US$3.5bn Primary + Secondary OfferingHang Seng…
Smartkarma Daily BriefsNovember 23, 2024
Daily BriefsMost ReadIn today’s briefing: KEPCO (9503 JP): Index Implications of US$3.5bn Primary + Secondary OfferingSeven &…
Smartkarma Daily BriefsNovember 22, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Kansai Electric Power (9503 JP) - Huge Offering Is Smaller Now; Reward/Risk…
Smartkarma Daily BriefsNovember 26, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Merger Arb Mondays (25 Nov) - Seven & I, Fuji Soft, ID&EH,…
Smartkarma Daily BriefsNovember 25, 2024
Daily BriefsEvent-DrivenIn today’s briefing: HSCEI Index Rebalance: PICC P&C (2328 HK) Replaces Longfor (960 HK)(Mostly) Asia-Pac…
Smartkarma Daily BriefsNovember 24, 2024
Daily BriefsEvent-DrivenIn today’s briefing: KOSPI200 Dec24 Rebal: 4 ADDs, 5 DELs, Big ADV on Small StocksDividend…
Smartkarma Daily BriefsNovember 23, 2024
Daily BriefsEvent-DrivenIn today’s briefing: : Murakami Target Mitsui Matsushima (1518 JP) Getting Sold Down For a…
Smartkarma Daily BriefsNovember 22, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Seven & I Holdings (3382 JP): Evaluating the Potential MBOAmcor Ltd/Berry Global:…
Smartkarma Daily BriefsNovember 21, 2024
Daily BriefsECMIn today’s briefing: FCP Capital Sends a Proposal to KT&G to Buy Korea Ginseng Corp…
Smartkarma Daily BriefsOctober 15, 2024
Daily BriefsECMIn today’s briefing: Akeso Biopharma Placement - The Placing Price Is Not Cheap Despite Positive…
Smartkarma Daily BriefsOctober 14, 2024
Daily BriefsECMIn today’s briefing: Oman firm leads US$50M financing round of Singapore’s digital asset exchange SDAX…
Smartkarma Daily BriefsOctober 13, 2024
Daily BriefsECMIn today’s briefing: Hyundai Motor India IPO: The Investment CaseMouri Tech Pre-IPO TearsheetVarindera Constructions Pre-IPO…
Smartkarma Daily BriefsOctober 12, 2024
Daily BriefsECMIn today’s briefing: Hyundai Motor India IPO - RHP Updates, Valuation Getting TrickyAkeso Placement -…
Smartkarma Daily BriefsOctober 11, 2024
Daily BriefsECMIn today’s briefing: Rigaku Holdings IPO - Upside Remains AttractiveHyundai Motor India IPO: Analysis of…
Smartkarma Daily BriefsOctober 10, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: The Beat Ideas: Deep Industries- A Hidden Oil & Gas ProxyEoflow: European…
Smartkarma Daily BriefsNovember 26, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Travelsky (696): Sleepy GiantTech News This Week: Smartphone, Mediatek, Nvidia, Qualcomm, TSMC,…
Smartkarma Daily BriefsNovember 25, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: NVIDIA Q3FY25 Growth Story Still On Track But Heed The Flaws In…
Smartkarma Daily BriefsNovember 24, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Edwards Lifesciences Corporation: Will The Expansion and Growth of Transcatheter Aortic Valve…
Smartkarma Daily BriefsNovember 23, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Adani Group’s Indictment: Bribery, Fraud, and the Global FalloutThe Heat Is On:…
Smartkarma Daily BriefsNovember 22, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: : Progress Made, Better Times AheadTesla’s Big Bet: Why Trump’s Autonomous Push…
Smartkarma Daily BriefsNovember 21, 2024
Daily BriefsTMT/InternetIn today’s briefing: Hang Seng Index (HSI) Rebalance: Still Baby Steps to Get to 100…
Smartkarma Daily BriefsNovember 25, 2024
Daily BriefsTMT/InternetIn today’s briefing: NVIDIA Q3FY25 Growth Story Still On Track But Heed The Flaws In…
Smartkarma Daily BriefsNovember 24, 2024
Daily BriefsTMT/InternetIn today’s briefing: Dividend Tax Cut Decision Scheduled for 25th, Next Monday: Watch Sammy PrefsCuscal…
Smartkarma Daily BriefsNovember 23, 2024
Daily BriefsTMT/InternetIn today’s briefing: KOSDAQ150 Index Rebalance: 8 Changes a Side; Fadu Appears to Be a…
Smartkarma Daily BriefsNovember 22, 2024
Daily BriefsTMT/InternetIn today’s briefing: Quiddity Leaderboard HSIII: ~US$160mn One-Way Flows in Dec 24; 3 ADDs/DELs in…
Smartkarma Daily BriefsNovember 21, 2024
Daily BriefsTMT/InternetIn today’s briefing: HKBN (1310 HK): China Mobile Comes Knocking. Again.S&P/ASX Index Rebalance Preview (Dec…
Smartkarma Daily BriefsNovember 20, 2024
ChinaDaily BriefsIn today’s briefing: Henlius (2696 HK): NDRC Approval Should Calm NervesHSTECH Index Rebalance: Midea (300…
Smartkarma Daily BriefsNovember 25, 2024
ChinaDaily BriefsIn today’s briefing: HSCEI Index Rebalance: PICC P&C (2328 HK) Replaces Longfor (960 HK): C3Q24:…
Smartkarma Daily BriefsNovember 24, 2024
ChinaDaily BriefsIn today’s briefing: : Small Differences Here & There but Overall Case Intact : Small…
Smartkarma Daily BriefsNovember 23, 2024
ChinaDaily BriefsIn today’s briefing: SF Holding HKEx Listing: Peer Comparison and ValuationThe Heat Is On: News…
Smartkarma Daily BriefsNovember 22, 2024
ChinaDaily BriefsIn today’s briefing: : Progress Made, Better Times AheadQuiddity Leaderboard HSIII: ~US$160mn One-Way Flows in…
Smartkarma Daily BriefsNovember 21, 2024
ChinaDaily BriefsIn today’s briefing: HKBN (1310 HK): China Mobile Comes Knocking. Again.SF Holdings A/H Listing -…
Smartkarma Daily BriefsNovember 20, 2024
Daily BriefsJapanIn today’s briefing: FineToday (289A JP): Fine In May & June 2025 for Global Index…
Smartkarma Daily BriefsNovember 23, 2024
Daily BriefsJapanIn today’s briefing: : Murakami Target Mitsui Matsushima (1518 JP) Getting Sold Down For a…
Smartkarma Daily BriefsNovember 22, 2024
Daily BriefsJapanIn today’s briefing: Seven & I Holdings (3382 JP): Evaluating the Potential MBO Exedy (7278)…
Smartkarma Daily BriefsNovember 21, 2024
Daily BriefsJapanIn today’s briefing: 7&I (3382) Ito Family MBO - New Urgency for ACTIntegrated Design &…
Smartkarma Daily BriefsNovember 20, 2024
Daily BriefsJapanIn today’s briefing: IBJ (6071 JP) - Raising the Quality of EarningsTerumo Corp (4543 JP):…
Smartkarma Daily BriefsNovember 19, 2024
Daily BriefsJapanIn today’s briefing: Fuji Soft (9749): KKR To Launch at ¥9,451, Fuji Soft REJECTS Bain's…
Smartkarma Daily BriefsNovember 18, 2024
Daily BriefsMacroIn today’s briefing: China Watch: Time to play briefing bingo again..Ministry of Housing Press Conference…
Smartkarma Daily BriefsOctober 18, 2024
Daily BriefsMacroIn today’s briefing: Rubber Board Says Q1 FY25 Production Near Stable But ATMA DisputesThe Drill:…
Smartkarma Daily BriefsOctober 17, 2024
Daily BriefsMacroIn today’s briefing: GEM Funds Underperform in Q3.The Week at a Glance: No Bazooka from…
Smartkarma Daily BriefsOctober 16, 2024
Daily BriefsMacroIn today’s briefing: What China’s trajectory mean for commodities (Huw McKay)Global FX: US elections: A…
Smartkarma Daily BriefsOctober 15, 2024
Daily BriefsMacroIn today’s briefing: China's Economic Plan: THE MOVING PARTS AND WHAT TO WATCHUS Treasury Market…
Smartkarma Daily BriefsOctober 14, 2024
Daily BriefsMacroIn today’s briefing: Ministry of Finance Press Conference – First Take Ministry of Finance Press…
Smartkarma Daily BriefsOctober 13, 2024
