In today’s briefing: JD.com (9618 HK): Index Implications of Walmart PlacementHang Seng Index (HSI) Rebalance:…
Smartkarma Daily BriefsAugust 22, 2024
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: MEGA M&A! 7&I (3382 JP) Gets Non-Binding Bid from Alimentation Couche-Tard (ATD…
Smartkarma Daily BriefsAugust 21, 2024
Daily BriefsMost ReadIn 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 BriefsMost ReadIn today’s briefing: Sun Corp (6736) - The Future Is BrightHSCEI Index Rebalance: Three In-Line…
Smartkarma Daily BriefsAugust 19, 2024
Daily BriefsMost ReadIn today’s briefing: TCM (570 HK): A Spoonful Of Sugar ...Midea Group (000333 CH): Index…
Smartkarma Daily BriefsAugust 18, 2024
Daily BriefsMost ReadIn today’s briefing: Alibaba (9988 HK/BABA) Dual Primary Listing: Are We There Yet?HSCEI/HSTECH/HSIII Index Rebalance…
Smartkarma Daily BriefsAugust 17, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Korea FSS Releases Final Guidelines for Short Selling Compliance: Trading ImplicationsCouche-Tard Targets…
Smartkarma Daily BriefsAugust 21, 2024
Daily BriefsEvent-DrivenIn 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 BriefsEvent-DrivenIn today’s briefing: Hang Seng Internet & IT Index Rebalance: Three Changes & A Few…
Smartkarma Daily BriefsAugust 19, 2024
Daily BriefsEvent-DrivenIn today’s briefing: (Mostly) Asia-Pac M&A: TCM, BusinessOn Comm, Orora, Ramsay Health Care, Namoi Cotton,…
Smartkarma Daily BriefsAugust 18, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Sun Corp (6736) - The Future Is BrightValue-Up Flow Trading Opportunities Arising…
Smartkarma Daily BriefsAugust 17, 2024
Daily BriefsEvent-DrivenIn today’s briefing: China Traditional Chinese Medicine (570 HK): Relief as Update Favours the BullsExamining…
Smartkarma Daily BriefsAugust 16, 2024
Daily BriefsECMIn today’s briefing: Korea's New IPO Bookbuilding & Lockup Results Disclosure Rule, Effective from AugustTechnically…
Smartkarma Daily BriefsJuly 25, 2024
Daily BriefsECMIn today’s briefing: Sai Life Sciences Pre-IPO TearsheetHyundai Motor India Pre-IPO - Thoughts on ValuationZinka…
Smartkarma Daily BriefsJuly 24, 2024
Daily BriefsECMIn today’s briefing: ASICS (7936 JP): The Current PlaybookBloks Group Pre-IPO - The Positives -…
Smartkarma Daily BriefsJuly 23, 2024
Daily BriefsECMIn today’s briefing: ASICS Placement Updates - Share Pop Done, Now Needs to CorrectECM Weekly…
Smartkarma Daily BriefsJuly 22, 2024
Daily BriefsECMIn today’s briefing: Kokusai Electric (6525 JP): The Current PlaybookIndia Channel Insight | What Is…
Smartkarma Daily BriefsJuly 20, 2024
Daily BriefsECMIn today’s briefing: Big Honda (7267) Offering - Flow Timing MattersInvincible Investment Corp Placement -…
Smartkarma Daily BriefsJuly 19, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Mercari (4385) | Activist to Add UrgencyNarrative and Numbers | Household Durables…
Smartkarma Daily BriefsAugust 21, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: China Consumption Weekly (19Aug2024): China Literature, BEKE, Alibaba, JD, JD Health, Tencent…
Smartkarma Daily BriefsAugust 20, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: : On Track for the Great Turnaround…Reiterate BUYWasion (3393): Profit Alert and…
Smartkarma Daily BriefsAugust 19, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: ASPEED's 159% July Revenue YoY Growth Bodes Well For H224 AI Server…
Smartkarma Daily BriefsAugust 18, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba (BABA US): Strategy at WorkJD.com (JD US): Strong Profitability And Upsized…
Smartkarma Daily BriefsAugust 17, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Long 7747 Asahi Intec | Short 7733 OlympusAlibaba (9988 HK/BABA): 1Q25, Growth…
Smartkarma Daily BriefsAugust 16, 2024
Daily BriefsTMT/InternetIn today’s briefing: Lumir IPO PreviewFXI Rebalance Preview: China Tower (788 HK) Could Replace CICC…
Smartkarma Daily BriefsAugust 20, 2024
Daily BriefsTMT/InternetIn today’s briefing: Hang Seng Internet & IT Index Rebalance: Three Changes & A Few…
Smartkarma Daily BriefsAugust 19, 2024
Daily BriefsTMT/InternetIn today’s briefing: HK Connect SOUTHBOUND Flows (To 16 Aug 2024); Big Net Buying On…
Smartkarma Daily BriefsAugust 18, 2024
Daily BriefsTMT/InternetIn today’s briefing: Fortinet Inc.: Will Their Revitalized Focus On Next-Generation Firewalls & New Technologies…
Smartkarma Daily BriefsAugust 17, 2024
Daily BriefsTMT/InternetIn today’s briefing: Sea Ltd (SE US) - Take Rate TigerFreee 4Q: Significant Decline in…
Smartkarma Daily BriefsAugust 16, 2024
Daily BriefsTMT/InternetIn today’s briefing: J Tower (4485) - Once Ambitious, Still High Growth, Sells Itself Low/Cheapish.JTOWER…
Smartkarma Daily BriefsAugust 15, 2024
ChinaDaily BriefsIn today’s briefing: China Consumption Weekly (19Aug2024): China Literature, BEKE, Alibaba, JD, JD Health, Tencent…
Smartkarma Daily BriefsAugust 20, 2024
ChinaDaily BriefsIn today’s briefing: Hang Seng Internet & IT Index Rebalance: Three Changes & A Few…
Smartkarma Daily BriefsAugust 19, 2024
ChinaDaily BriefsIn today’s briefing: (Mostly) Asia-Pac M&A: TCM, BusinessOn Comm, Orora, Ramsay Health Care, Namoi Cotton,…
Smartkarma Daily BriefsAugust 18, 2024
ChinaDaily BriefsIn today’s briefing: Alibaba (BABA US): Strategy at WorkJD.com (JD US): Strong Profitability And Upsized…
Smartkarma Daily BriefsAugust 17, 2024
ChinaDaily BriefsIn today’s briefing: China Traditional Chinese Medicine (570 HK): Relief as Update Favours the BullsTCM…
Smartkarma Daily BriefsAugust 16, 2024
ChinaDaily BriefsIn today’s briefing: Tencent (700 HK): 2Q24, Gross Margins of All Business Lines Improved SignificantlyTencent…
Smartkarma Daily BriefsAugust 15, 2024
Daily BriefsJapanIn today’s briefing: Weekly Deals Digest (18 Aug) - JTower, Piolax, Fancl, China TCM, CPMC,…
Smartkarma Daily BriefsAugust 18, 2024
Daily BriefsJapanIn today’s briefing: Sun Corp (6736) - The Future Is BrightScreen Holdings (7735 JP): Still…
Smartkarma Daily BriefsAugust 17, 2024
Daily BriefsJapanIn today’s briefing: Long 7747 Asahi Intec | Short 7733 OlympusFreee 4Q: Significant Decline in…
Smartkarma Daily BriefsAugust 16, 2024
Daily BriefsJapanIn today’s briefing: J Tower (4485) - Once Ambitious, Still High Growth, Sells Itself Low/Cheapish.JTOWER…
Smartkarma Daily BriefsAugust 15, 2024
Daily BriefsJapanIn today’s briefing: To Tender Or Not - Gauging The Future of Sun Corp (6736)Softbank…
Smartkarma Daily BriefsAugust 14, 2024
Daily BriefsJapanIn today’s briefing: Recruit: Labour Markets Continue to Trend Down, but Recruit’s Efforts Pay Off…
Smartkarma Daily BriefsAugust 13, 2024
Daily BriefsMacroIn today’s briefing: Absolute Principles of Stock Investment (주식투자절대원칙) - A Book Review Oil Prices…
Smartkarma Daily BriefsAugust 2, 2024
Daily BriefsMacroIn today’s briefing: The Tipping Point for China’s DebtPositioning Watch – Metals bets are finally…
Smartkarma Daily BriefsAugust 1, 2024
Daily BriefsMacroIn today’s briefing: Global Commodities: Gold & Silver—Citius, Altius, FortiusEnergy Cable: The demand outlook in…
Smartkarma Daily BriefsJuly 31, 2024
Daily BriefsMacroIn today’s briefing: Steno Signals #110: Run for the hills? Not so fast..Oil Rig Uptick…
Smartkarma Daily BriefsJuly 30, 2024
Daily BriefsMacroIn today’s briefing: China Slowdown = Reduce RiskHeading Towards a Currency War? US and Chinese…
Smartkarma Daily BriefsJuly 29, 2024
Daily BriefsMacroIn today’s briefing: PBOC's Surprise Rate Cuts on 22 July 2024New Changes in the IPO…
Smartkarma Daily BriefsJuly 28, 2024
Daily BriefsMost ReadIn today’s briefing: JD.com (9618 HK): Index Implications of Walmart PlacementHang Seng Index (HSI) Rebalance:…
Smartkarma Daily BriefsAugust 22, 2024
Daily BriefsMost ReadIn today’s briefing: MEGA M&A! 7&I (3382 JP) Gets Non-Binding Bid from Alimentation Couche-Tard (ATD…
Smartkarma Daily BriefsAugust 21, 2024
Daily BriefsMost ReadIn 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 BriefsMost ReadIn today’s briefing: Sun Corp (6736) - The Future Is BrightHSCEI Index Rebalance: Three In-Line…
Smartkarma Daily BriefsAugust 19, 2024
Daily BriefsMost ReadIn today’s briefing: TCM (570 HK): A Spoonful Of Sugar ...Midea Group (000333 CH): Index…
Smartkarma Daily BriefsAugust 18, 2024
Daily BriefsMost ReadIn today’s briefing: Alibaba (9988 HK/BABA) Dual Primary Listing: Are We There Yet?HSCEI/HSTECH/HSIII Index Rebalance…
Smartkarma Daily BriefsAugust 17, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Korea FSS Releases Final Guidelines for Short Selling Compliance: Trading ImplicationsCouche-Tard Targets…
Smartkarma Daily BriefsAugust 21, 2024
Daily BriefsEvent-DrivenIn 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 BriefsEvent-DrivenIn today’s briefing: Hang Seng Internet & IT Index Rebalance: Three Changes & A Few…
Smartkarma Daily BriefsAugust 19, 2024
Daily BriefsEvent-DrivenIn today’s briefing: (Mostly) Asia-Pac M&A: TCM, BusinessOn Comm, Orora, Ramsay Health Care, Namoi Cotton,…
Smartkarma Daily BriefsAugust 18, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Sun Corp (6736) - The Future Is BrightValue-Up Flow Trading Opportunities Arising…
Smartkarma Daily BriefsAugust 17, 2024
Daily BriefsEvent-DrivenIn today’s briefing: China Traditional Chinese Medicine (570 HK): Relief as Update Favours the BullsExamining…
Smartkarma Daily BriefsAugust 16, 2024
Daily BriefsECMIn today’s briefing: Korea's New IPO Bookbuilding & Lockup Results Disclosure Rule, Effective from AugustTechnically…
Smartkarma Daily BriefsJuly 25, 2024
Daily BriefsECMIn today’s briefing: Sai Life Sciences Pre-IPO TearsheetHyundai Motor India Pre-IPO - Thoughts on ValuationZinka…
Smartkarma Daily BriefsJuly 24, 2024
Daily BriefsECMIn today’s briefing: ASICS (7936 JP): The Current PlaybookBloks Group Pre-IPO - The Positives -…
Smartkarma Daily BriefsJuly 23, 2024
Daily BriefsECMIn today’s briefing: ASICS Placement Updates - Share Pop Done, Now Needs to CorrectECM Weekly…
Smartkarma Daily BriefsJuly 22, 2024
Daily BriefsECMIn today’s briefing: Kokusai Electric (6525 JP): The Current PlaybookIndia Channel Insight | What Is…
Smartkarma Daily BriefsJuly 20, 2024
Daily BriefsECMIn today’s briefing: Big Honda (7267) Offering - Flow Timing MattersInvincible Investment Corp Placement -…
Smartkarma Daily BriefsJuly 19, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Mercari (4385) | Activist to Add UrgencyNarrative and Numbers | Household Durables…
Smartkarma Daily BriefsAugust 21, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: China Consumption Weekly (19Aug2024): China Literature, BEKE, Alibaba, JD, JD Health, Tencent…
Smartkarma Daily BriefsAugust 20, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: : On Track for the Great Turnaround…Reiterate BUYWasion (3393): Profit Alert and…
Smartkarma Daily BriefsAugust 19, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: ASPEED's 159% July Revenue YoY Growth Bodes Well For H224 AI Server…
Smartkarma Daily BriefsAugust 18, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba (BABA US): Strategy at WorkJD.com (JD US): Strong Profitability And Upsized…
Smartkarma Daily BriefsAugust 17, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Long 7747 Asahi Intec | Short 7733 OlympusAlibaba (9988 HK/BABA): 1Q25, Growth…
Smartkarma Daily BriefsAugust 16, 2024
Daily BriefsTMT/InternetIn today’s briefing: Lumir IPO PreviewFXI Rebalance Preview: China Tower (788 HK) Could Replace CICC…
Smartkarma Daily BriefsAugust 20, 2024
Daily BriefsTMT/InternetIn today’s briefing: Hang Seng Internet & IT Index Rebalance: Three Changes & A Few…
Smartkarma Daily BriefsAugust 19, 2024
Daily BriefsTMT/InternetIn today’s briefing: HK Connect SOUTHBOUND Flows (To 16 Aug 2024); Big Net Buying On…
Smartkarma Daily BriefsAugust 18, 2024
Daily BriefsTMT/InternetIn today’s briefing: Fortinet Inc.: Will Their Revitalized Focus On Next-Generation Firewalls & New Technologies…
Smartkarma Daily BriefsAugust 17, 2024
Daily BriefsTMT/InternetIn today’s briefing: Sea Ltd (SE US) - Take Rate TigerFreee 4Q: Significant Decline in…
Smartkarma Daily BriefsAugust 16, 2024
Daily BriefsTMT/InternetIn today’s briefing: J Tower (4485) - Once Ambitious, Still High Growth, Sells Itself Low/Cheapish.JTOWER…
Smartkarma Daily BriefsAugust 15, 2024
ChinaDaily BriefsIn today’s briefing: China Consumption Weekly (19Aug2024): China Literature, BEKE, Alibaba, JD, JD Health, Tencent…
Smartkarma Daily BriefsAugust 20, 2024
ChinaDaily BriefsIn today’s briefing: Hang Seng Internet & IT Index Rebalance: Three Changes & A Few…
Smartkarma Daily BriefsAugust 19, 2024
ChinaDaily BriefsIn today’s briefing: (Mostly) Asia-Pac M&A: TCM, BusinessOn Comm, Orora, Ramsay Health Care, Namoi Cotton,…
Smartkarma Daily BriefsAugust 18, 2024
ChinaDaily BriefsIn today’s briefing: Alibaba (BABA US): Strategy at WorkJD.com (JD US): Strong Profitability And Upsized…
Smartkarma Daily BriefsAugust 17, 2024
ChinaDaily BriefsIn today’s briefing: China Traditional Chinese Medicine (570 HK): Relief as Update Favours the BullsTCM…
Smartkarma Daily BriefsAugust 16, 2024
ChinaDaily BriefsIn today’s briefing: Tencent (700 HK): 2Q24, Gross Margins of All Business Lines Improved SignificantlyTencent…
Smartkarma Daily BriefsAugust 15, 2024
Daily BriefsJapanIn today’s briefing: Weekly Deals Digest (18 Aug) - JTower, Piolax, Fancl, China TCM, CPMC,…
Smartkarma Daily BriefsAugust 18, 2024
Daily BriefsJapanIn today’s briefing: Sun Corp (6736) - The Future Is BrightScreen Holdings (7735 JP): Still…
Smartkarma Daily BriefsAugust 17, 2024
Daily BriefsJapanIn today’s briefing: Long 7747 Asahi Intec | Short 7733 OlympusFreee 4Q: Significant Decline in…
Smartkarma Daily BriefsAugust 16, 2024
Daily BriefsJapanIn today’s briefing: J Tower (4485) - Once Ambitious, Still High Growth, Sells Itself Low/Cheapish.JTOWER…
Smartkarma Daily BriefsAugust 15, 2024
Daily BriefsJapanIn today’s briefing: To Tender Or Not - Gauging The Future of Sun Corp (6736)Softbank…
Smartkarma Daily BriefsAugust 14, 2024
Daily BriefsJapanIn today’s briefing: Recruit: Labour Markets Continue to Trend Down, but Recruit’s Efforts Pay Off…
Smartkarma Daily BriefsAugust 13, 2024
Daily BriefsMacroIn today’s briefing: Absolute Principles of Stock Investment (주식투자절대원칙) - A Book Review Oil Prices…
Smartkarma Daily BriefsAugust 2, 2024
Daily BriefsMacroIn today’s briefing: The Tipping Point for China’s DebtPositioning Watch – Metals bets are finally…
Smartkarma Daily BriefsAugust 1, 2024
Daily BriefsMacroIn today’s briefing: Global Commodities: Gold & Silver—Citius, Altius, FortiusEnergy Cable: The demand outlook in…
Smartkarma Daily BriefsJuly 31, 2024
Daily BriefsMacroIn today’s briefing: Steno Signals #110: Run for the hills? Not so fast..Oil Rig Uptick…
Smartkarma Daily BriefsJuly 30, 2024
Daily BriefsMacroIn today’s briefing: China Slowdown = Reduce RiskHeading Towards a Currency War? US and Chinese…
Smartkarma Daily BriefsJuly 29, 2024
Daily BriefsMacroIn today’s briefing: PBOC's Surprise Rate Cuts on 22 July 2024New Changes in the IPO…
Smartkarma Daily BriefsJuly 28, 2024
