In today’s briefing: HSTECH Index Rebalance Preview: BYD (1211 HK) Could Replace China Literature (772…
Smartkarma Daily BriefsMay 17, 2025
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Daily BriefsMost ReadIn today’s briefing: HSTECH Index Rebalance Preview: BYD (1211 HK) Could Replace China Literature (772…
Smartkarma Daily BriefsMay 16, 2025
Daily BriefsMost ReadIn today’s briefing: HSTECH Index Rebalance Preview: BYD (1211 HK) Could Replace China Literature (772…
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Daily BriefsMost ReadIn today’s briefing: POSCO Future M: A Rights Offering Capital Raise of 1.1 Trillion WonHSTECH…
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Daily BriefsMost ReadIn today’s briefing: HSTECH Index Rebalance Preview: BYD (1211 HK) Could Replace China Literature (772…
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Daily BriefsMost ReadIn today’s briefing: Bloomberg Reports Bain MBO on Nissin (9066) May Come Monday - The…
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Daily BriefsEvent-DrivenIn today’s briefing: TechnoPro Holdings (6028) May Be Up For GrabsESR (1821 HK): Pre-Cons Done.…
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Daily BriefsEvent-DrivenIn today’s briefing: A Practical Guide to Stub Arb Trade in the Korean Stock MarketESR…
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Daily BriefsEvent-DrivenIn today’s briefing: - Three+ Years Later, Shimizu Comes In To Buy Out Minorities in…
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Daily BriefsEvent-DrivenIn today’s briefing: Mayne Pharma (MYX AU): MAC Musings Murakami Owns ~42% and Company Announces…
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Daily BriefsEvent-DrivenIn today’s briefing: CATL (3750 HK) H-Share IPO: Fast Entry to Global Indices Is Touch…
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Daily BriefsEvent-DrivenIn today’s briefing: Son of Chairman/55%Owner Taking Imagica (6879) Private at 10x FCF, 4+x EBITDA.…
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Daily BriefsECMIn today’s briefing: Jiangsu Hengrui Pharma A/H Listing - Low-End Is Probably Close to Fair…
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Daily BriefsECMIn today’s briefing: GMO Internet (4784) Offering - This Is a GINORMOUS Re-IPO - AVOID…
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Daily BriefsECMIn today’s briefing: POSCO Future M: A Rights Offering Capital Raise of 1.1 Trillion WonGENDA…
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Daily BriefsECMIn today’s briefing: Curator's Cut: "Bubble" Tea, Japan M&A 
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and TSMC from Different LensesHow NXT…Smartkarma Daily BriefsMay 12, 2025
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Daily BriefsEquity Bottom-UpIn today’s briefing: Intel 18A: Cracks in the Wall. Good for TSMC.Appier (4180 JP) |…
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Daily BriefsEquity Bottom-UpIn today’s briefing: Tencent (700 HK): 1Q25, Game Revenue Up by 24% YoY, as Industry…
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Daily BriefsTMT/InternetIn today’s briefing: OneConnect Financial (6638 HK/OCFT US): Ping An Firms Offer @ HK$2.068/ShareTSMC (2330.TT)…
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Daily BriefsTMT/InternetIn today’s briefing: Quiddity Leaderboard HSCEI Jun25: US$396mn One-Way; Announcement TomorrowQuiddity Leaderboard HSIII Jun25: US$423mn…
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Daily BriefsTMT/InternetIn today’s briefing: GMO Internet Placement: Secondary Sell-Down (Quasi IPO) To Meet Prime Listing RequirementsQuiddity…
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Daily BriefsTMT/InternetIn today’s briefing: Son of Chairman/55%Owner Taking Imagica (6879) Private at 10x FCF, 4+x EBITDA.…
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ChinaDaily BriefsIn today’s briefing: Jiangsu Hengrui Pharma A/H Listing - Low-End Is Probably Close to Fair…
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ChinaDaily BriefsIn today’s briefing: CSI 500/1000 Index Rebalance Preview: Strong Near-Term OutperformanceQuiddity Leaderboard HSTECH Jun25: US$1.85bn…
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ChinaDaily BriefsIn today’s briefing: Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for June25Tencent Music (TME):…
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ChinaDaily BriefsIn today’s briefing: CATL (3750 HK) H-Share IPO: Fast Entry to Global Indices Is Touch…
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ChinaDaily BriefsIn today’s briefing: Goldlion Holdings (533 HK): An Unexpected HK ArbageddonHSTECH Index Rebalance Preview: BYD…
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Daily BriefsJapanIn today’s briefing: TechnoPro Holdings (6028) May Be Up For GrabsTSI Holdings: Strong Growth in…
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Daily BriefsJapanIn today’s briefing: Toyota Group Equity Affiliate and Murakami Target Aichi Steel Does Large ToSTNeT-3Appier…
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Daily BriefsJapanIn today’s briefing: GMO Internet (4784) Offering - This Is a GINORMOUS Re-IPO - AVOID…
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Daily BriefsJapanIn today’s briefing: Murakami Owns ~42% and Company Announces 31.3% Buyback Sankyo (6417) - Starts…
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Daily BriefsJapanIn today’s briefing: Renesas Electronics (6723 JP): Denso Exits as Stock Price FaltersRenesas Electronics Block…
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Daily BriefsJapanIn today’s briefing: Son of Chairman/55%Owner Taking Imagica (6879) Private at 10x FCF, 4+x EBITDA.…
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Daily BriefsMost ReadIn today’s briefing: HSTECH Index Rebalance Preview: BYD (1211 HK) Could Replace China Literature (772…
Smartkarma Daily BriefsMay 17, 2025
Daily BriefsMost ReadIn today’s briefing: HSTECH Index Rebalance Preview: BYD (1211 HK) Could Replace China Literature (772…
Smartkarma Daily BriefsMay 16, 2025
Daily BriefsMost ReadIn today’s briefing: HSTECH Index Rebalance Preview: BYD (1211 HK) Could Replace China Literature (772…
Smartkarma Daily BriefsMay 15, 2025
Daily BriefsMost ReadIn today’s briefing: POSCO Future M: A Rights Offering Capital Raise of 1.1 Trillion WonHSTECH…
Smartkarma Daily BriefsMay 14, 2025
Daily BriefsMost ReadIn today’s briefing: HSTECH Index Rebalance Preview: BYD (1211 HK) Could Replace China Literature (772…
Smartkarma Daily BriefsMay 13, 2025
Daily BriefsMost ReadIn today’s briefing: Bloomberg Reports Bain MBO on Nissin (9066) May Come Monday - The…
Smartkarma Daily BriefsMay 12, 2025
Daily BriefsEvent-DrivenIn today’s briefing: TechnoPro Holdings (6028) May Be Up For GrabsESR (1821 HK): Pre-Cons Done.…
Smartkarma Daily BriefsMay 17, 2025
Daily BriefsEvent-DrivenIn today’s briefing: A Practical Guide to Stub Arb Trade in the Korean Stock MarketESR…
Smartkarma Daily BriefsMay 16, 2025
Daily BriefsEvent-DrivenIn today’s briefing: - Three+ Years Later, Shimizu Comes In To Buy Out Minorities in…
Smartkarma Daily BriefsMay 15, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Mayne Pharma (MYX AU): MAC Musings Murakami Owns ~42% and Company Announces…
Smartkarma Daily BriefsMay 14, 2025
Daily BriefsEvent-DrivenIn today’s briefing: CATL (3750 HK) H-Share IPO: Fast Entry to Global Indices Is Touch…
Smartkarma Daily BriefsMay 13, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Son of Chairman/55%Owner Taking Imagica (6879) Private at 10x FCF, 4+x EBITDA.…
Smartkarma Daily BriefsMay 12, 2025
Daily BriefsECMIn today’s briefing: Jiangsu Hengrui Pharma A/H Listing - Low-End Is Probably Close to Fair…
Smartkarma Daily BriefsMay 16, 2025
Daily BriefsECMIn today’s briefing: GMO Internet (4784) Offering - This Is a GINORMOUS Re-IPO - AVOID…
Smartkarma Daily BriefsMay 15, 2025
Daily BriefsECMIn today’s briefing: POSCO Future M: A Rights Offering Capital Raise of 1.1 Trillion WonGENDA…
Smartkarma Daily BriefsMay 14, 2025
Daily BriefsECMIn today’s briefing: CATL A/H Listing - High Quality, Large Size Make It Unavoidable but…
Smartkarma Daily BriefsMay 13, 2025
Daily BriefsECMIn today’s briefing: Curator's Cut: "Bubble" Tea, Japan M&A and TSMC from Different LensesHow NXT…
and TSMC from Different LensesHow NXT…Smartkarma Daily BriefsMay 12, 2025
Daily BriefsECMIn today’s briefing: SHEIN Vs Amazon, Part II: What Changed Since Our Last Shopping Adventure?…
Smartkarma Daily BriefsMay 11, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Pan American Silver — Strong Q125, MAG Silver acquisitionIndusInd Bank- Never Ending…
Smartkarma Daily BriefsMay 17, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Intel 18A: Cracks in the Wall. Good for TSMC.Appier (4180 JP) |…
Smartkarma Daily BriefsMay 16, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Tencent (700 HK): 1Q25, Game Revenue Up by 24% YoY, as Industry…
Smartkarma Daily BriefsMay 15, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Sankyo (6417) - Starts Buying Bigly. Again. Re-Levered It Has A Super-High…
Smartkarma Daily BriefsMay 14, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: BEL: Earnings Firepower in Place, Rerating Looks DoneAsia File : Risk Reward…
Smartkarma Daily BriefsMay 13, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Zijin Mining Group: Undervalued, Diversified, and Scaling FastTaiwan Dual-Listings Monitor: TSMC Local…
Smartkarma Daily BriefsMay 12, 2025
Daily BriefsTMT/InternetIn today’s briefing: OneConnect Financial (6638 HK/OCFT US): Ping An Firms Offer @ HK$2.068/ShareTSMC (2330.TT)…
Smartkarma Daily BriefsMay 17, 2025
Daily BriefsTMT/InternetIn today’s briefing: Quiddity Leaderboard HSCEI Jun25: US$396mn One-Way; Announcement TomorrowQuiddity Leaderboard HSIII Jun25: US$423mn…
Smartkarma Daily BriefsMay 16, 2025
Daily BriefsTMT/InternetIn today’s briefing: GMO Internet Placement: Secondary Sell-Down (Quasi IPO) To Meet Prime Listing RequirementsQuiddity…
Smartkarma Daily BriefsMay 15, 2025
Daily BriefsTMT/InternetIn today’s briefing: Automotive & Industrial Semiconductors Part 2: Is It the Bottom, Finally? Time…
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Daily BriefsTMT/InternetIn today’s briefing: Renesas Electronics (6723 JP): Denso Exits as Stock Price FaltersRenesas Electronics Block…
Smartkarma Daily BriefsMay 13, 2025
Daily BriefsTMT/InternetIn today’s briefing: Son of Chairman/55%Owner Taking Imagica (6879) Private at 10x FCF, 4+x EBITDA.…
Smartkarma Daily BriefsMay 12, 2025
ChinaDaily BriefsIn today’s briefing: ESR (1821 HK): Pre-Cons Done. Scheme Doc By 22nd MayOneConnect Financial (6638…
Smartkarma Daily BriefsMay 17, 2025
ChinaDaily BriefsIn today’s briefing: Jiangsu Hengrui Pharma A/H Listing - Low-End Is Probably Close to Fair…
Smartkarma Daily BriefsMay 16, 2025
ChinaDaily BriefsIn today’s briefing: CSI 500/1000 Index Rebalance Preview: Strong Near-Term OutperformanceQuiddity Leaderboard HSTECH Jun25: US$1.85bn…
Smartkarma Daily BriefsMay 15, 2025
ChinaDaily BriefsIn today’s briefing: Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for June25Tencent Music (TME):…
Smartkarma Daily BriefsMay 14, 2025
ChinaDaily BriefsIn today’s briefing: CATL (3750 HK) H-Share IPO: Fast Entry to Global Indices Is Touch…
Smartkarma Daily BriefsMay 13, 2025
ChinaDaily BriefsIn today’s briefing: Goldlion Holdings (533 HK): An Unexpected HK ArbageddonHSTECH Index Rebalance Preview: BYD…
Smartkarma Daily BriefsMay 12, 2025
Daily BriefsJapanIn today’s briefing: TechnoPro Holdings (6028) May Be Up For GrabsTSI Holdings: Strong Growth in…
Smartkarma Daily BriefsMay 17, 2025
Daily BriefsJapanIn today’s briefing: Toyota Group Equity Affiliate and Murakami Target Aichi Steel Does Large ToSTNeT-3Appier…
Smartkarma Daily BriefsMay 16, 2025
Daily BriefsJapanIn today’s briefing: GMO Internet (4784) Offering - This Is a GINORMOUS Re-IPO - AVOID…
Smartkarma Daily BriefsMay 15, 2025
Daily BriefsJapanIn today’s briefing: Murakami Owns ~42% and Company Announces 31.3% Buyback Sankyo (6417) - Starts…
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Daily BriefsJapanIn today’s briefing: Renesas Electronics (6723 JP): Denso Exits as Stock Price FaltersRenesas Electronics Block…
Smartkarma Daily BriefsMay 13, 2025
Daily BriefsJapanIn today’s briefing: Son of Chairman/55%Owner Taking Imagica (6879) Private at 10x FCF, 4+x EBITDA.…
Smartkarma Daily BriefsMay 12, 2025
Daily BriefsMacroIn today’s briefing: USD Bears Broke The Bandwagon100 days later: are all countries emerging markets…
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Daily BriefsMacroIn today’s briefing: UK: Tax Not Breaking Cost PressuresSteno Signals #196 – What’s next for…
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Daily BriefsMacroIn today’s briefing: Global Commodities: Hypothetically, of course. Redirecting just 0.5% of foreign US asset…
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Daily BriefsMacroIn today’s briefing: Why the Detox Isn't OverA Sector and Factor Review of Market InternalsCopper…
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