In today’s briefing: Huafa Property (982 HK): Buy With Both HandsYuanta/P-Shares Taiwan Div+ ETF Rebalance…
Smartkarma Daily BriefsAugust 28, 2024
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Shin Kong (2888.TW) And Taishin (2887.TW) Agree to Merge, But It Isn't…
Smartkarma Daily BriefsAugust 27, 2024
Daily BriefsMost ReadIn today’s briefing: ESR Group (1821 HK): A Rumoured Offer Price SurfacesShin Kong (2888.TW) And…
Smartkarma Daily BriefsAugust 26, 2024
Daily BriefsMost ReadIn today’s briefing: JD.com (9618 HK): Index Implications of Walmart PlacementS&P/ASX Index Rebalance Preview: Review…
Smartkarma Daily BriefsAugust 25, 2024
Daily BriefsMost ReadIn today’s briefing: Alibaba (9988 HK/BABA) Dual Primary Listing: Are We There Yet?Alibaba (9988 HK):…
Smartkarma Daily BriefsAugust 24, 2024
Daily BriefsMost ReadIn today’s briefing: Alibaba (9988 HK/BABA) Dual Primary Listing: Are We There Yet?JD.com (9618 HK):…
Smartkarma Daily BriefsAugust 23, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Silverlake Axis (SILV SP): Voluntary Unconditional OfferShinko Electric (6967) Deal Approval Delayed;…
Smartkarma Daily BriefsAugust 27, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Shin Kong (2888.TW) And Taishin (2887.TW) Agree to Merge, But It Isn't…
Smartkarma Daily BriefsAugust 26, 2024
Daily BriefsEvent-DrivenIn today’s briefing: (Mostly) Asia-Pac M&A: APM Human Services, TCM, Alps Logistics, Fancl, Jeisys Medical,…
Smartkarma Daily BriefsAugust 25, 2024
Daily BriefsEvent-DrivenIn today’s briefing: StubWorld: More Partial Offers In The Hanwha Group ComplexExamining the Severity of…
Smartkarma Daily BriefsAugust 24, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Couche-Tard Bid for 7&I (3382) - FEFTA and Economic SecurityNPS Will Vote…
Smartkarma Daily BriefsAugust 23, 2024
Daily BriefsEvent-DrivenIn today’s briefing: JD.com (9618 HK): Index Implications of Walmart PlacementChina Traditional Chinese Medicine (570…
Smartkarma Daily BriefsAugust 22, 2024
Daily BriefsECMIn today’s briefing: Ola Electric IPO – RHD Updates: Strong Improvement in FinancialsSlower E2Wheeler Sales…
Smartkarma Daily BriefsAugust 1, 2024
Daily BriefsECMIn today’s briefing: Ola Electric IPO - RHP Updates - Growing Faster than Expected, Driven…
Smartkarma Daily BriefsJuly 31, 2024
Daily BriefsECMIn today’s briefing: Fortescue Placement - Discount Appears Attractive, but Momentum Has Been Very WeakOla…
Smartkarma Daily BriefsJuly 30, 2024
Daily BriefsECMIn today’s briefing: Ola Electric IPO: The Investment CaseGRAIL: Detecting Early-Stage Cancers With Galleri Test,…
Smartkarma Daily BriefsJuly 29, 2024
Daily BriefsECMIn today’s briefing: Akums Drugs and Pharmaceuticals IPO - RHP Updates & Quick Thoughts on…
Smartkarma Daily BriefsJuly 27, 2024
Daily BriefsECMIn today’s briefing: CONFIRMED: Bellevue raising CONFIRMED: Bellevue raisingBy Money of MineBellevue is raising capital…
Smartkarma Daily BriefsJuly 26, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: PDD (PDD US): Stock Plunged After Excellent 2Q24 Result – Your Time…
Smartkarma Daily BriefsAugust 27, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Shift (3697): Profitability Rebound UnderwayTaiwan Dual-Listings Monitor: TSMC Maintaining Strong Premium; UMC…
Smartkarma Daily BriefsAugust 26, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Lowe's Companies: A Dive Into Its Brand Strength & Market Position! -…
Smartkarma Daily BriefsAugust 25, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Whitehaven Nail the Landing, Patriot look to the FutureShift: Is It a…
Smartkarma Daily BriefsAugust 24, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Rohm (6963): Search for the BottomBEA - Far Worse Deterioration in Hong…
Smartkarma Daily BriefsAugust 23, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Xiaomi (1810 HK): 2Q24, Revenue up by 32%, Electric Vehicle Profit to…
Smartkarma Daily BriefsAugust 22, 2024
Daily BriefsTMT/InternetIn today’s briefing: Shift (3697): Profitability Rebound UnderwayTaiwan Dual-Listings Monitor: TSMC Maintaining Strong Premium; UMC…
Smartkarma Daily BriefsAugust 26, 2024
Daily BriefsTMT/InternetIn today’s briefing: Oddity Tech: ~34% Downside Risk As Growth Will Slow DownApplied Materials Inc.…
Smartkarma Daily BriefsAugust 25, 2024
Daily BriefsTMT/InternetIn today’s briefing: Shift: Is It a Good Time to Buy?Microsoft's Billion Dollar Bets on…
Smartkarma Daily BriefsAugust 24, 2024
Daily BriefsTMT/InternetIn today’s briefing: Rohm (6963): Search for the BottomTech Supply Chain Tracker (23-Aug-2024): Silicon Shield…
Smartkarma Daily BriefsAugust 23, 2024
Daily BriefsTMT/InternetIn today’s briefing: Trading Situation Arising from Local Pensions' Unusual Buying of DB HiTekXiaomi (1810…
Smartkarma Daily BriefsAugust 22, 2024
Daily BriefsTMT/InternetIn today’s briefing: Iriso Electronics (6908 JP): Murakami Becomes a Substantial ShareholderKS / Kuaishou (1024…
Smartkarma Daily BriefsAugust 21, 2024
ChinaDaily BriefsIn today’s briefing: Huafa Property Services (982 HK): What’s Going on as Shares Trades Very…
Smartkarma Daily BriefsAugust 26, 2024
ChinaDaily BriefsIn today’s briefing: (Mostly) Asia-Pac M&A: APM Human Services, TCM, Alps Logistics, Fancl, Jeisys Medical,…
Smartkarma Daily BriefsAugust 25, 2024
ChinaDaily BriefsIn today’s briefing: : Surprising SU7 Gross Margin a Huge PositiveMorning Views Asia: AAC Technologies…
Smartkarma Daily BriefsAugust 24, 2024
ChinaDaily BriefsIn today’s briefing: BEA - Far Worse Deterioration in Hong Kong than Other Regions &…
Smartkarma Daily BriefsAugust 23, 2024
ChinaDaily BriefsIn today’s briefing: JD.com (9618 HK): Index Implications of Walmart PlacementChina Traditional Chinese Medicine (570…
Smartkarma Daily BriefsAugust 22, 2024
ChinaDaily BriefsIn today’s briefing: KS / Kuaishou (1024 HK): 2Q24, Significant Margin Improvement and 100% Stock…
Smartkarma Daily BriefsAugust 21, 2024
Daily BriefsJapanIn today’s briefing: Shift: Is It a Good Time to Buy?Patience Is Often Needed for…
Smartkarma Daily BriefsAugust 24, 2024
Daily BriefsJapanIn today’s briefing: Couche-Tard Bid for 7&I (3382) - FEFTA and Economic SecurityRohm (6963): Search…
Smartkarma Daily BriefsAugust 23, 2024
Daily BriefsJapanIn today’s briefing: Logisteed/KKR Bigly Bid for Alps Logistics (9055) Goes Live Tomorrow. Still A…
Smartkarma Daily BriefsAugust 22, 2024
Daily BriefsJapanIn today’s briefing: Colowide Placement - Needs a Very Large CorrectionCOLOWIDE (7616) - UGLY Register…
Smartkarma Daily BriefsAugust 21, 2024
Daily BriefsJapanIn today’s briefing: MEGA M&A! 7&I (3382 JP) Gets Non-Binding Bid from Alimentation Couche-Tard (ATD…
Smartkarma Daily BriefsAugust 20, 2024
Daily BriefsJapanIn today’s briefing: Long 6920 Lasertec Corp | Short 6525 Kokusai Electric Long 6920 Lasertec…
Smartkarma Daily BriefsAugust 19, 2024
Daily BriefsMacroIn today’s briefing: Oil and Gas Weather Black Monday Storm Relatively UnscathedWheat, Corn and Soy…
Smartkarma Daily BriefsAugust 8, 2024
Daily BriefsMacroIn today’s briefing: Market Watch: Forget about emergency cuts. Here is what the Fed will…
Smartkarma Daily BriefsAugust 7, 2024
Daily BriefsMacroIn today’s briefing: Portfolio Watch – What can we trade in this weak labor environment?The…
Smartkarma Daily BriefsAugust 6, 2024
Daily BriefsMacroIn today’s briefing: The Carry Trade as Risk DriverThe Fed: A Political Institution Prepares Financial…
Smartkarma Daily BriefsAugust 5, 2024
Daily BriefsMacroIn today’s briefing: Heard From Fortress Hill: Weekly Market Observations (2 Aug 2024)US July Job…
Smartkarma Daily BriefsAugust 4, 2024
Daily BriefsMacroIn today’s briefing: EM Watch: Why China is trying to wreak havoc on your Gold…
Smartkarma Daily BriefsAugust 3, 2024
Daily BriefsMost ReadIn today’s briefing: Huafa Property (982 HK): Buy With Both HandsYuanta/P-Shares Taiwan Div+ ETF Rebalance…
Smartkarma Daily BriefsAugust 28, 2024
Daily BriefsMost ReadIn today’s briefing: Shin Kong (2888.TW) And Taishin (2887.TW) Agree to Merge, But It Isn't…
Smartkarma Daily BriefsAugust 27, 2024
Daily BriefsMost ReadIn today’s briefing: ESR Group (1821 HK): A Rumoured Offer Price SurfacesShin Kong (2888.TW) And…
Smartkarma Daily BriefsAugust 26, 2024
Daily BriefsMost ReadIn today’s briefing: JD.com (9618 HK): Index Implications of Walmart PlacementS&P/ASX Index Rebalance Preview: Review…
Smartkarma Daily BriefsAugust 25, 2024
Daily BriefsMost ReadIn today’s briefing: Alibaba (9988 HK/BABA) Dual Primary Listing: Are We There Yet?Alibaba (9988 HK):…
Smartkarma Daily BriefsAugust 24, 2024
Daily BriefsMost ReadIn today’s briefing: Alibaba (9988 HK/BABA) Dual Primary Listing: Are We There Yet?JD.com (9618 HK):…
Smartkarma Daily BriefsAugust 23, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Silverlake Axis (SILV SP): Voluntary Unconditional OfferShinko Electric (6967) Deal Approval Delayed;…
Smartkarma Daily BriefsAugust 27, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Shin Kong (2888.TW) And Taishin (2887.TW) Agree to Merge, But It Isn't…
Smartkarma Daily BriefsAugust 26, 2024
Daily BriefsEvent-DrivenIn today’s briefing: (Mostly) Asia-Pac M&A: APM Human Services, TCM, Alps Logistics, Fancl, Jeisys Medical,…
Smartkarma Daily BriefsAugust 25, 2024
Daily BriefsEvent-DrivenIn today’s briefing: StubWorld: More Partial Offers In The Hanwha Group ComplexExamining the Severity of…
Smartkarma Daily BriefsAugust 24, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Couche-Tard Bid for 7&I (3382) - FEFTA and Economic SecurityNPS Will Vote…
Smartkarma Daily BriefsAugust 23, 2024
Daily BriefsEvent-DrivenIn today’s briefing: JD.com (9618 HK): Index Implications of Walmart PlacementChina Traditional Chinese Medicine (570…
Smartkarma Daily BriefsAugust 22, 2024
Daily BriefsECMIn today’s briefing: Ola Electric IPO – RHD Updates: Strong Improvement in FinancialsSlower E2Wheeler Sales…
Smartkarma Daily BriefsAugust 1, 2024
Daily BriefsECMIn today’s briefing: Ola Electric IPO - RHP Updates - Growing Faster than Expected, Driven…
Smartkarma Daily BriefsJuly 31, 2024
Daily BriefsECMIn today’s briefing: Fortescue Placement - Discount Appears Attractive, but Momentum Has Been Very WeakOla…
Smartkarma Daily BriefsJuly 30, 2024
Daily BriefsECMIn today’s briefing: Ola Electric IPO: The Investment CaseGRAIL: Detecting Early-Stage Cancers With Galleri Test,…
Smartkarma Daily BriefsJuly 29, 2024
Daily BriefsECMIn today’s briefing: Akums Drugs and Pharmaceuticals IPO - RHP Updates & Quick Thoughts on…
Smartkarma Daily BriefsJuly 27, 2024
Daily BriefsECMIn today’s briefing: CONFIRMED: Bellevue raising CONFIRMED: Bellevue raisingBy Money of MineBellevue is raising capital…
Smartkarma Daily BriefsJuly 26, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: PDD (PDD US): Stock Plunged After Excellent 2Q24 Result – Your Time…
Smartkarma Daily BriefsAugust 27, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Shift (3697): Profitability Rebound UnderwayTaiwan Dual-Listings Monitor: TSMC Maintaining Strong Premium; UMC…
Smartkarma Daily BriefsAugust 26, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Lowe's Companies: A Dive Into Its Brand Strength & Market Position! -…
Smartkarma Daily BriefsAugust 25, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Whitehaven Nail the Landing, Patriot look to the FutureShift: Is It a…
Smartkarma Daily BriefsAugust 24, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Rohm (6963): Search for the BottomBEA - Far Worse Deterioration in Hong…
Smartkarma Daily BriefsAugust 23, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Xiaomi (1810 HK): 2Q24, Revenue up by 32%, Electric Vehicle Profit to…
Smartkarma Daily BriefsAugust 22, 2024
Daily BriefsTMT/InternetIn today’s briefing: Shift (3697): Profitability Rebound UnderwayTaiwan Dual-Listings Monitor: TSMC Maintaining Strong Premium; UMC…
Smartkarma Daily BriefsAugust 26, 2024
Daily BriefsTMT/InternetIn today’s briefing: Oddity Tech: ~34% Downside Risk As Growth Will Slow DownApplied Materials Inc.…
Smartkarma Daily BriefsAugust 25, 2024
Daily BriefsTMT/InternetIn today’s briefing: Shift: Is It a Good Time to Buy?Microsoft's Billion Dollar Bets on…
Smartkarma Daily BriefsAugust 24, 2024
Daily BriefsTMT/InternetIn today’s briefing: Rohm (6963): Search for the BottomTech Supply Chain Tracker (23-Aug-2024): Silicon Shield…
Smartkarma Daily BriefsAugust 23, 2024
Daily BriefsTMT/InternetIn today’s briefing: Trading Situation Arising from Local Pensions' Unusual Buying of DB HiTekXiaomi (1810…
Smartkarma Daily BriefsAugust 22, 2024
Daily BriefsTMT/InternetIn today’s briefing: Iriso Electronics (6908 JP): Murakami Becomes a Substantial ShareholderKS / Kuaishou (1024…
Smartkarma Daily BriefsAugust 21, 2024
ChinaDaily BriefsIn today’s briefing: Huafa Property Services (982 HK): What’s Going on as Shares Trades Very…
Smartkarma Daily BriefsAugust 26, 2024
ChinaDaily BriefsIn today’s briefing: (Mostly) Asia-Pac M&A: APM Human Services, TCM, Alps Logistics, Fancl, Jeisys Medical,…
Smartkarma Daily BriefsAugust 25, 2024
ChinaDaily BriefsIn today’s briefing: : Surprising SU7 Gross Margin a Huge PositiveMorning Views Asia: AAC Technologies…
Smartkarma Daily BriefsAugust 24, 2024
ChinaDaily BriefsIn today’s briefing: BEA - Far Worse Deterioration in Hong Kong than Other Regions &…
Smartkarma Daily BriefsAugust 23, 2024
ChinaDaily BriefsIn today’s briefing: JD.com (9618 HK): Index Implications of Walmart PlacementChina Traditional Chinese Medicine (570…
Smartkarma Daily BriefsAugust 22, 2024
ChinaDaily BriefsIn today’s briefing: KS / Kuaishou (1024 HK): 2Q24, Significant Margin Improvement and 100% Stock…
Smartkarma Daily BriefsAugust 21, 2024
Daily BriefsJapanIn today’s briefing: Shift: Is It a Good Time to Buy?Patience Is Often Needed for…
Smartkarma Daily BriefsAugust 24, 2024
Daily BriefsJapanIn today’s briefing: Couche-Tard Bid for 7&I (3382) - FEFTA and Economic SecurityRohm (6963): Search…
Smartkarma Daily BriefsAugust 23, 2024
Daily BriefsJapanIn today’s briefing: Logisteed/KKR Bigly Bid for Alps Logistics (9055) Goes Live Tomorrow. Still A…
Smartkarma Daily BriefsAugust 22, 2024
Daily BriefsJapanIn today’s briefing: Colowide Placement - Needs a Very Large CorrectionCOLOWIDE (7616) - UGLY Register…
Smartkarma Daily BriefsAugust 21, 2024
Daily BriefsJapanIn today’s briefing: MEGA M&A! 7&I (3382 JP) Gets Non-Binding Bid from Alimentation Couche-Tard (ATD…
Smartkarma Daily BriefsAugust 20, 2024
Daily BriefsJapanIn today’s briefing: Long 6920 Lasertec Corp | Short 6525 Kokusai Electric Long 6920 Lasertec…
Smartkarma Daily BriefsAugust 19, 2024
Daily BriefsMacroIn today’s briefing: Oil and Gas Weather Black Monday Storm Relatively UnscathedWheat, Corn and Soy…
Smartkarma Daily BriefsAugust 8, 2024
Daily BriefsMacroIn today’s briefing: Market Watch: Forget about emergency cuts. Here is what the Fed will…
Smartkarma Daily BriefsAugust 7, 2024
Daily BriefsMacroIn today’s briefing: Portfolio Watch – What can we trade in this weak labor environment?The…
Smartkarma Daily BriefsAugust 6, 2024
Daily BriefsMacroIn today’s briefing: The Carry Trade as Risk DriverThe Fed: A Political Institution Prepares Financial…
Smartkarma Daily BriefsAugust 5, 2024
Daily BriefsMacroIn today’s briefing: Heard From Fortress Hill: Weekly Market Observations (2 Aug 2024)US July Job…
Smartkarma Daily BriefsAugust 4, 2024
Daily BriefsMacroIn today’s briefing: EM Watch: Why China is trying to wreak havoc on your Gold…
Smartkarma Daily BriefsAugust 3, 2024
