In today’s briefing: Midea Group (300 HK): Priced at Top End; Offer Size Adj Option…
Smartkarma Daily BriefsSeptember 14, 2024
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: KRX Value-Up Index Will Have Two Separate Indices, Excellent & Promising, With…
Smartkarma Daily BriefsSeptember 13, 2024
Daily BriefsMost ReadIn today’s briefing: Midea Group (300 HK): IPO Open Now; Upcoming Index FlowsMidea Group HK…
Smartkarma Daily BriefsSeptember 12, 2024
Daily BriefsMost ReadIn today’s briefing: Midea Group (300 HK): IPO Open Now; Upcoming Index FlowsMidea Group H…
Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsMost ReadIn today’s briefing: Alibaba (9988 HK/BABA) Dual Primary Listing: Are We There Yet?Midea Group (300…
Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsMost ReadIn today’s briefing: HSCI Index Rebalance: 38 Adds, 29 Deletes & Changes to Southbound Stock…
Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsEvent-DrivenIn today’s briefing: MBK’s Dual Tenders for Korea Zinc and Youngpoong Precision: The Largest Deal…
Smartkarma Daily BriefsSeptember 13, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Taking Advantage of Terumo (4543) Weakness And After-Offering FlowCSI300 Index Rebalance Preview:…
Smartkarma Daily BriefsSeptember 12, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Seven & I Holdings (3382 JP): State of PlayAre Index Inclusions an…
Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Select Sector Indices: Inflows to Apple, Palantir, Dell Will Add to SPX…
Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsEvent-DrivenIn today’s briefing: S&P500/400/600 Index Rebalance: Dell, Palantir Make It (Finally!); Apple UpweightS&P/ASX Index Rebalance…
Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsEvent-DrivenIn today’s briefing: (Mostly) Asia-Pac M&A: Seven & I, Virgin Money, PSC Insurance, Rex Minerals,…
Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsECMIn today’s briefing: COLOWIDE (7616) - UGLY Register On Expensive Co Needs a Capital Construct…
Smartkarma Daily BriefsAugust 21, 2024
Daily BriefsECMIn today’s briefing: Peptron Rights Issue: The 25% Discount Is an Attractive Outright Position OpportunityLumir…
Smartkarma Daily BriefsAugust 20, 2024
Daily BriefsECMIn today’s briefing: 99 Speedmart Holdings IPO - Continued Expanding Its Network. Sales and Earnings…
Smartkarma Daily BriefsAugust 19, 2024
Daily BriefsECMIn today’s briefing: ACME Solar Holdings - Strong Sector Tailwinds but Need to Keep an…
Smartkarma Daily BriefsAugust 16, 2024
Daily BriefsECMIn today’s briefing: Hindustan Zinc OFS Early Look - Due for a Correction, Large Selling…
Smartkarma Daily BriefsAugust 15, 2024
Daily BriefsECMIn today’s briefing: WeRide IPO - Stiff Competition and Bleak Sentiment. Premium Valuation Doesn’t HelpWeRide…
Smartkarma Daily BriefsAugust 14, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Rakuten: Rewiring Japan's Digital Economy - Marathon Partners' Mario Cibelli on digital…
Smartkarma Daily BriefsSeptember 13, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Seiren (3569) | Synthetic Leather, Real GrowthRPPL: Scaling Up Well With Consistent…
Smartkarma Daily BriefsSeptember 12, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Taiwan Dual-Listings Monitor: TSMC 33% Growth, UMC Headroom Decrease, ASE Historically Low…
Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Seven & I Says Not Enough to Alimentation Couche-Tard, Warns of US…
Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Weekly Consumer Tales: India Festive Season: Hyundai Slows, Toyota Aces. First Cry…
Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Ipca Laboratories (IPCA IN): Domestic Revenue Drives Q1FY25 Result; Full-Year Margin Guidance…
Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsTMT/InternetIn today’s briefing: Exploring Why Samsung Electronics' Pref Discount Narrowing Took a Sharp Turn YesterdaySilverlake…
Smartkarma Daily BriefsSeptember 12, 2024
Daily BriefsTMT/InternetIn today’s briefing: Timing a Trade to Capitalize on KT’s November Global Index Deletion and…
Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsTMT/InternetIn today’s briefing: Select Sector Indices: Inflows to Apple, Palantir, Dell Will Add to SPX…
Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsTMT/InternetIn today’s briefing: S&P500/400/600 Index Rebalance: Dell, Palantir Make It (Finally!); Apple UpweightMerger Arb Mondays…
Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsTMT/InternetIn today’s briefing: Last Week in Event SPACE: Fuji Soft, Jardine Matheson, Exedy, Henderson Last…
Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsTMT/InternetIn today’s briefing: Intel Cancels 20A. Now Why Would They Go & Do That?AMD Acquires…
Smartkarma Daily BriefsSeptember 7, 2024
ChinaDaily BriefsIn today’s briefing: CSI300 Index Rebalance Preview: Round-Trip Trade Tops US$6bn as ETF Creations SoarHozon…
Smartkarma Daily BriefsSeptember 12, 2024
ChinaDaily BriefsIn today’s briefing: Midea Group HK IPO Valuation AnalysisPC Partner (1263 HK): Goodbye Hong Kong;…
Smartkarma Daily BriefsSeptember 11, 2024
ChinaDaily BriefsIn today’s briefing: Midea Group H Share Listing (300 HK): Valuation InsightsGuotai Junan (2611 HK)…
Smartkarma Daily BriefsSeptember 10, 2024
ChinaDaily BriefsIn today’s briefing: Midea Group (300 HK): IPO Open Now; Upcoming Index FlowsHaitong Securities (6837…
Smartkarma Daily BriefsSeptember 9, 2024
ChinaDaily BriefsIn today’s briefing: Weekly Deals Digest (08 Sep) - Midea, Fuji Soft, Pasco, Seven &…
Smartkarma Daily BriefsSeptember 8, 2024
ChinaDaily BriefsIn today’s briefing: Midea Group: Initial Thoughts on the Hong Kong IPO ListingPDD Holdings Inc.:…
Smartkarma Daily BriefsSeptember 7, 2024
Daily BriefsJapanIn today’s briefing: 7&I Rejects ACT's Bid As Too Low, Not Worth Discussing, ACT Whines,…
Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsJapanIn today’s briefing: Merger Arb Mondays (09 Sep) - Shinko, Fuji Soft, Pasco, GA Pack,…
Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsJapanIn today’s briefing: (Mostly) Asia-Pac M&A: Seven & I, Virgin Money, PSC Insurance, Rex Minerals,…
Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsJapanIn today’s briefing: While Raising Profit Margin Isn't Easy, the Focus Is on Reducing Policy-Shares…
Smartkarma Daily BriefsSeptember 7, 2024
Daily BriefsJapanIn today’s briefing: Fuji Soft (9749) - KKR Launches Early to Stymy Bain Who Has…
Smartkarma Daily BriefsSeptember 6, 2024
Daily BriefsJapanIn today’s briefing: Sep24 Nikkei 225 Review Results: A Slightly Baffling 2 IN, 2 OUTNikkei…
Smartkarma Daily BriefsSeptember 5, 2024
Daily BriefsMacroIn today’s briefing: Aussie and Kiwi: A Tale of Two CountriesOverview #8 Plus Ca Change...Fed…
Smartkarma Daily BriefsAugust 25, 2024
Daily BriefsMacroIn today’s briefing: Macro/Rates Watch: When the entire foundation rests on liquidityWalker’s Weekly: Dr. Jim's…
Smartkarma Daily BriefsAugust 24, 2024
Daily BriefsMacroIn today’s briefing: BUY/SELL/HOLD: Hong Kong Stock Updates (August 21)VIX Went Cray CrayCX Daily: A…
Smartkarma Daily BriefsAugust 23, 2024
Daily BriefsMacroIn today’s briefing: Emerging Markets: Structural Shifts as Allocations Stabilise Among Global Funds.Great Game –…
Smartkarma Daily BriefsAugust 22, 2024
Daily BriefsMacroIn today’s briefing: Smartkarma Webinar | ASEAN IPO Capital Market Outlook: Cautious Optimism Amid Economic…
Smartkarma Daily BriefsAugust 21, 2024
Daily BriefsMacroIn today’s briefing: Making a Drama Out of a Steel CrisisSaurabh Mukherjea: The Case for…
Smartkarma Daily BriefsAugust 20, 2024
Daily BriefsMost ReadIn today’s briefing: Midea Group (300 HK): Priced at Top End; Offer Size Adj Option…
Smartkarma Daily BriefsSeptember 14, 2024
Daily BriefsMost ReadIn today’s briefing: KRX Value-Up Index Will Have Two Separate Indices, Excellent & Promising, With…
Smartkarma Daily BriefsSeptember 13, 2024
Daily BriefsMost ReadIn today’s briefing: Midea Group (300 HK): IPO Open Now; Upcoming Index FlowsMidea Group HK…
Smartkarma Daily BriefsSeptember 12, 2024
Daily BriefsMost ReadIn today’s briefing: Midea Group (300 HK): IPO Open Now; Upcoming Index FlowsMidea Group H…
Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsMost ReadIn today’s briefing: Alibaba (9988 HK/BABA) Dual Primary Listing: Are We There Yet?Midea Group (300…
Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsMost ReadIn today’s briefing: HSCI Index Rebalance: 38 Adds, 29 Deletes & Changes to Southbound Stock…
Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsEvent-DrivenIn today’s briefing: MBK’s Dual Tenders for Korea Zinc and Youngpoong Precision: The Largest Deal…
Smartkarma Daily BriefsSeptember 13, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Taking Advantage of Terumo (4543) Weakness And After-Offering FlowCSI300 Index Rebalance Preview:…
Smartkarma Daily BriefsSeptember 12, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Seven & I Holdings (3382 JP): State of PlayAre Index Inclusions an…
Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Select Sector Indices: Inflows to Apple, Palantir, Dell Will Add to SPX…
Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsEvent-DrivenIn today’s briefing: S&P500/400/600 Index Rebalance: Dell, Palantir Make It (Finally!); Apple UpweightS&P/ASX Index Rebalance…
Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsEvent-DrivenIn today’s briefing: (Mostly) Asia-Pac M&A: Seven & I, Virgin Money, PSC Insurance, Rex Minerals,…
Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsECMIn today’s briefing: COLOWIDE (7616) - UGLY Register On Expensive Co Needs a Capital Construct…
Smartkarma Daily BriefsAugust 21, 2024
Daily BriefsECMIn today’s briefing: Peptron Rights Issue: The 25% Discount Is an Attractive Outright Position OpportunityLumir…
Smartkarma Daily BriefsAugust 20, 2024
Daily BriefsECMIn today’s briefing: 99 Speedmart Holdings IPO - Continued Expanding Its Network. Sales and Earnings…
Smartkarma Daily BriefsAugust 19, 2024
Daily BriefsECMIn today’s briefing: ACME Solar Holdings - Strong Sector Tailwinds but Need to Keep an…
Smartkarma Daily BriefsAugust 16, 2024
Daily BriefsECMIn today’s briefing: Hindustan Zinc OFS Early Look - Due for a Correction, Large Selling…
Smartkarma Daily BriefsAugust 15, 2024
Daily BriefsECMIn today’s briefing: WeRide IPO - Stiff Competition and Bleak Sentiment. Premium Valuation Doesn’t HelpWeRide…
Smartkarma Daily BriefsAugust 14, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Rakuten: Rewiring Japan's Digital Economy - Marathon Partners' Mario Cibelli on digital…
Smartkarma Daily BriefsSeptember 13, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Seiren (3569) | Synthetic Leather, Real GrowthRPPL: Scaling Up Well With Consistent…
Smartkarma Daily BriefsSeptember 12, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Taiwan Dual-Listings Monitor: TSMC 33% Growth, UMC Headroom Decrease, ASE Historically Low…
Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Seven & I Says Not Enough to Alimentation Couche-Tard, Warns of US…
Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Weekly Consumer Tales: India Festive Season: Hyundai Slows, Toyota Aces. First Cry…
Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Ipca Laboratories (IPCA IN): Domestic Revenue Drives Q1FY25 Result; Full-Year Margin Guidance…
Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsTMT/InternetIn today’s briefing: Exploring Why Samsung Electronics' Pref Discount Narrowing Took a Sharp Turn YesterdaySilverlake…
Smartkarma Daily BriefsSeptember 12, 2024
Daily BriefsTMT/InternetIn today’s briefing: Timing a Trade to Capitalize on KT’s November Global Index Deletion and…
Smartkarma Daily BriefsSeptember 11, 2024
Daily BriefsTMT/InternetIn today’s briefing: Select Sector Indices: Inflows to Apple, Palantir, Dell Will Add to SPX…
Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsTMT/InternetIn today’s briefing: S&P500/400/600 Index Rebalance: Dell, Palantir Make It (Finally!); Apple UpweightMerger Arb Mondays…
Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsTMT/InternetIn today’s briefing: Last Week in Event SPACE: Fuji Soft, Jardine Matheson, Exedy, Henderson Last…
Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsTMT/InternetIn today’s briefing: Intel Cancels 20A. Now Why Would They Go & Do That?AMD Acquires…
Smartkarma Daily BriefsSeptember 7, 2024
ChinaDaily BriefsIn today’s briefing: CSI300 Index Rebalance Preview: Round-Trip Trade Tops US$6bn as ETF Creations SoarHozon…
Smartkarma Daily BriefsSeptember 12, 2024
ChinaDaily BriefsIn today’s briefing: Midea Group HK IPO Valuation AnalysisPC Partner (1263 HK): Goodbye Hong Kong;…
Smartkarma Daily BriefsSeptember 11, 2024
ChinaDaily BriefsIn today’s briefing: Midea Group H Share Listing (300 HK): Valuation InsightsGuotai Junan (2611 HK)…
Smartkarma Daily BriefsSeptember 10, 2024
ChinaDaily BriefsIn today’s briefing: Midea Group (300 HK): IPO Open Now; Upcoming Index FlowsHaitong Securities (6837…
Smartkarma Daily BriefsSeptember 9, 2024
ChinaDaily BriefsIn today’s briefing: Weekly Deals Digest (08 Sep) - Midea, Fuji Soft, Pasco, Seven &…
Smartkarma Daily BriefsSeptember 8, 2024
ChinaDaily BriefsIn today’s briefing: Midea Group: Initial Thoughts on the Hong Kong IPO ListingPDD Holdings Inc.:…
Smartkarma Daily BriefsSeptember 7, 2024
Daily BriefsJapanIn today’s briefing: 7&I Rejects ACT's Bid As Too Low, Not Worth Discussing, ACT Whines,…
Smartkarma Daily BriefsSeptember 10, 2024
Daily BriefsJapanIn today’s briefing: Merger Arb Mondays (09 Sep) - Shinko, Fuji Soft, Pasco, GA Pack,…
Smartkarma Daily BriefsSeptember 9, 2024
Daily BriefsJapanIn today’s briefing: (Mostly) Asia-Pac M&A: Seven & I, Virgin Money, PSC Insurance, Rex Minerals,…
Smartkarma Daily BriefsSeptember 8, 2024
Daily BriefsJapanIn today’s briefing: While Raising Profit Margin Isn't Easy, the Focus Is on Reducing Policy-Shares…
Smartkarma Daily BriefsSeptember 7, 2024
Daily BriefsJapanIn today’s briefing: Fuji Soft (9749) - KKR Launches Early to Stymy Bain Who Has…
Smartkarma Daily BriefsSeptember 6, 2024
Daily BriefsJapanIn today’s briefing: Sep24 Nikkei 225 Review Results: A Slightly Baffling 2 IN, 2 OUTNikkei…
Smartkarma Daily BriefsSeptember 5, 2024
Daily BriefsMacroIn today’s briefing: Aussie and Kiwi: A Tale of Two CountriesOverview #8 Plus Ca Change...Fed…
Smartkarma Daily BriefsAugust 25, 2024
Daily BriefsMacroIn today’s briefing: Macro/Rates Watch: When the entire foundation rests on liquidityWalker’s Weekly: Dr. Jim's…
Smartkarma Daily BriefsAugust 24, 2024
Daily BriefsMacroIn today’s briefing: BUY/SELL/HOLD: Hong Kong Stock Updates (August 21)VIX Went Cray CrayCX Daily: A…
Smartkarma Daily BriefsAugust 23, 2024
Daily BriefsMacroIn today’s briefing: Emerging Markets: Structural Shifts as Allocations Stabilise Among Global Funds.Great Game –…
Smartkarma Daily BriefsAugust 22, 2024
Daily BriefsMacroIn today’s briefing: Smartkarma Webinar | ASEAN IPO Capital Market Outlook: Cautious Optimism Amid Economic…
Smartkarma Daily BriefsAugust 21, 2024
Daily BriefsMacroIn today’s briefing: Making a Drama Out of a Steel CrisisSaurabh Mukherjea: The Case for…
Smartkarma Daily BriefsAugust 20, 2024
