Daily BriefsMost Read Most Read: Toyota Industries, Mediatek Inc, BYD, Solar Industries India, Pop Mart International Group L, Mayne Pharma, Henderson Land Development and more In today’s briefing: Toyota Inds (6201) Proposed Takeover - It Looks Bad, and It's Worse…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsMost Read Most Read: Yang Ming Marine Transport, Pasona Group, Toyota Industries, BYD, Nexchip Semiconductor , Bluefocus Communication Group Co, Ltd., New World Development, Makino Milling Machine Co and more In today’s briefing: Toyota Industries (6201) - SURPRISE! It's a TOYODA Takeover Proposal (Good Governance…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsMost Read Most Read: Washington H. Soul Pattinson and Co. Ltd, HealthyWay, ESR Group , Isuzu Motors, Shanghai Rural Commercial Bank, Pasona Group, Yang Ming Marine Transport, HD Korea Shipbuilding & Offshore Engineering, Samsung Biologics and more In today’s briefing: Soul Patts & Brickworks: Index Impact of A$14bn MergerKWEB Index Rebalance: HealthyWay…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsMost Read Most Read: Suzhou Maxwell Technologies , Leopalace21 Corp, Montage Technology , Winner Medical, Isuzu Motors, Northeast Securities, HealthyWay, Washington H. Soul Pattinson and Co. Ltd, Seven & I Holdings, Shenzhen Overseas Chinese (A) and more In today’s briefing: STAR&CHINEXT 50 Index Rebalance: One Change in June Adds to Other (Larger)…Smartkarma Daily BriefsJune 2, 2025
Daily BriefsMost Read Most Read: HDFC Bank, Shandong Himile Mechanical Science & Technology, Beijing Airport High Tech A, Suzhou Maxwell Technologies , Winner Medical, Contemporary Amperex Technology (CATL), China Mobile, Avic Shenyang Aircraft, MS&AD Insurance, Samyang Foods and more In today’s briefing: NIFTY Bank Index: Impact of the Forecast Methodology ChangeCSI A500 Index Rebalance…Smartkarma Daily BriefsJune 1, 2025
Daily BriefsMost Read Most Read: JF Wealth Holdings, Melco International Development, Shandong Himile Mechanical Science & Technology, HDFC Bank, Beijing Airport High Tech A, Solid Inc, HD Hyundai Marine Solution , Ainsworth Game Technology, Anker Innovations Technology, CosmoAM&T and more In today’s briefing: CSI Hong Kong Connect Internet Index Rebalance Preview: 6 Changes & US$700m…Smartkarma Daily BriefsMay 31, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Mayne Pharma (MYX AU): Twists and Turns as Cosette Chases a Get-Out-Of-Jail-Free Card and more In today’s briefing: Mayne Pharma (MYX AU): Twists and Turns as Cosette Chases a Get-Out-Of-Jail-Free…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Toyota Industries (6201 JP): After a High and more In today’s briefing: Toyota Industries (6201 JP): After a High, Comes the Low of a…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: ESR (1821 HK): A Shareholder Register Look-Through and more In today’s briefing: ESR (1821 HK): A Shareholder Register Look-Through Pasona Group (2168 JP) -…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: [Japan Buyback] Leopalace (8848 JP) – A Giant Buyback To Get Fortress Partially Out and more In today’s briefing: Leopalace (8848 JP) - A Giant Buyback To Get Fortress Partially Out…Smartkarma Daily BriefsJune 2, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: [Japan CorpGov] TSE “Mgmt Conscious” Reports (Jun25) and more In today’s briefing: TSE "Mgmt Conscious" Reports (Jun25), Minor UpdatesA/H Premium Tracker (To 30 May…Smartkarma Daily BriefsJune 1, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Japanese Neobanks: Time to Short Rakuten Bank (TSE: 5838) and more In today’s briefing: Japanese Neobanks: Time to Short Rakuten Bank (TSE: 5838)Certainty Vs. Upside: Navigating…Smartkarma Daily BriefsMay 31, 2025
Daily BriefsECM Daily Brief ECM: Wistron GDR Offering – Well Flagged US$922m Offering and more In today’s briefing: Wistron GDR Offering - Well Flagged US$922m Offering, Discount Slightly Wider than…Smartkarma Daily BriefsJune 6, 2025
Daily BriefsECM Daily Brief ECM: Kelun-Biotech Placement – Recent Run-Up Makes Its Tricky and more In today’s briefing: Kelun-Biotech Placement - Recent Run-Up Makes Its TrickyVirgin Australia IPO - Not…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsECM Daily Brief ECM: Slide Holdings Insurance and more In today’s briefing: Slide Holdings Insurance, Inc.(SLDE): Peeking at the IPO Prospectus of Another Florida…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsECM Daily Brief ECM: Primo Global Pre-IPO: Driven by Domestic Demand as International Ops Falter and more In today’s briefing: Primo Global Pre-IPO: Driven by Domestic Demand as International Ops FalterOmada Health…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsECM Daily Brief ECM: ECM Weekly (2 June 2025) -Indigo and more In today’s briefing: ECM Weekly (2 June 2025) -Indigo, ITC, EBOS, Isuzu, Foshan Haitian, Lens…Smartkarma Daily BriefsJune 2, 2025
Daily BriefsECM Daily Brief ECM: Circle Internet Group (CRCL): Ark and more In today’s briefing: Circle Internet Group (CRCL): Ark, BlackRock to Anchor Oversubscribed Stablecoin IPOShanghai Zhida…Smartkarma Daily BriefsMay 31, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Japan Post Bank: From Stagnation to Opportunity and more In today’s briefing: Japan Post Bank: From Stagnation to OpportunityCMOC Group Limited (HKEX: 3993) –…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: StubWorld: DFI Exits Robinson Retail and more In today’s briefing: StubWorld: DFI Exits Robinson RetailXiaomi (1810 HK): 1Q25, Home Appliance Up by…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Grab Holdings’ Fintech Gamble: Will Its Banking Bet Finally Pay Off by 2026? and more In today’s briefing: Grab Holdings’ Fintech Gamble: Will Its Banking Bet Finally Pay Off by…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: The TJX Companies: Leveraging Vendor Relationships For A Competitive Edge! and more In today’s briefing: The TJX Companies: Leveraging Vendor Relationships For A Competitive Edge!Ivanhoe Mines (IVN…Smartkarma Daily BriefsJune 2, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Korea Small Cap Gem #35: Aurora World and more In today’s briefing: Korea Small Cap Gem #35: Aurora WorldNetEase: Will Its eSports Integration &…Smartkarma Daily BriefsJune 1, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Dual-Listings Monitor: TSMC Premium Rises Further and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Premium Rises Further, to Short Level; UMC DiscountSamsung…Smartkarma Daily BriefsMay 31, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Intel Corp, AViC , Xiaomi Corp and more In today’s briefing: Intel @ BofA Securities 2025 Global Technology ConferenceAVIC (9554 JP) - System…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Nexchip Semiconductor , Mediatek Inc, Xiaomi Corp, Taiwan Semiconductor (TSMC), Circle Internet Group, Lens Technology , Plover Bay Technologies, VEON and more In today’s briefing: CNI Semiconductor Chips Index Rebalance: One Change with Big ImpactTIP Customized Taiwan…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Danggeun Market, Silicon Laboratories, Qorvo Inc, Wix.Com Ltd, Plexus Corp, Uchi Technologies, Amphenol Corp Cl A and more In today’s briefing: Taiwan Tech Weekly: Mediatek's New Chip Could Outperform Apple's; Samsung Beats TSMC,…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Montage Technology , NTT Data Corp, Bestechnic Shanghai , Contemporary Amperex Technology (CATL), Workday Inc Class A, NVIDIA Corp, Autodesk Inc, Zoom Video Communications Inc, Applied Materials, Intuit Inc and more In today’s briefing: SSE50/SSE180 Index Rebalance: Some Surprises Among the Adds; Deletes as Expected(Mostly) Asia…Smartkarma Daily BriefsJune 2, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: China Mobile, Flat Glass, Bestechnic Shanghai , Marathon Digital Holdings, NetEase , Cisco Systems, JFrog, Tower Semiconductor , BILL Holdings and more In today’s briefing: China Mobile (941 HK) Poised for Pullback: A Tactical Low-Cost Options Play…Smartkarma Daily BriefsJune 1, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: CosmoAM&T , Taiwan Semiconductor (TSMC) – ADR, SK Hynix, Circle Internet Group, Cloudflare, Hubspot Inc, Microchip Technology, Warner Bros Discovery , Contemporary Amperex Technology (CATL), Dropbox Inc and more In today’s briefing: An Off-Radar One-Day Passive Flow Trading Play from the KOSPI 200 Sector…Smartkarma Daily BriefsMay 31, 2025
ChinaDaily Briefs Daily Brief China: Pop Mart International Group L, Henderson Land Development, Sichuan Kelun-Biotech Biopharm, Bank of Jiangsu , Guangzhou Xiao Noodles Catering Management, CMOC Group , Jiangsu Hengrui Medicine, Mao Geping Cosmetics, Chow Tai Fook Jewellery, Shanghai Forest Cabin Biological-Tech and more In today’s briefing: FXI Rebalance: Pop Mart, SF Holding In; China Merchant Sec, China Railway…Smartkarma Daily BriefsJune 5, 2025
ChinaDaily Briefs Daily Brief China: BYD, Nexchip Semiconductor , New World Development, Bluefocus Communication Group Co, Ltd., Xiaomi Corp, Lepu Medical Technology A, Lens Technology , Plover Bay Technologies, Wuxi Lead Intelligent Equipmen and more In today’s briefing: HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$8.1bn of Flows Post Capping (June…Smartkarma Daily BriefsJune 4, 2025
ChinaDaily Briefs Daily Brief China: ESR Group , Gansu Huangtai Wine Mktg Ind Co.,, Hang Seng Index, Eastroc Beverage Group, China Northern Rare Earth Group High-Tech, SunCar Technology Group and more In today’s briefing: ESR (1821 HK): A Shareholder Register Look-ThroughCSI Liquor/ Alcoholic Drink Index Rebalance:…Smartkarma Daily BriefsJune 3, 2025
ChinaDaily Briefs Daily Brief China: Montage Technology , HealthyWay, Shanghai Rural Commercial Bank, Bestechnic Shanghai , Zhongyuan Environment A, Contemporary Amperex Technology (CATL), Zijin Mining Group , Sichuan Biokin Pharmaceutical, Water Oasis, Softcare and more In today’s briefing: SSE50/SSE180 Index Rebalance: Some Surprises Among the Adds; Deletes as ExpectedKWEB Index…Smartkarma Daily BriefsJune 2, 2025
ChinaDaily Briefs Daily Brief China: Suzhou Maxwell Technologies , Winner Medical, Avic Shenyang Aircraft, China Mobile, Flat Glass, Bestechnic Shanghai , Shanghai Rural Commercial Bank, Northeast Securities, Shenzhen Overseas Chinese (A), Suzhou Kematek and more In today’s briefing: STAR&CHINEXT 50 Index Rebalance: One Change in June Adds to Other (Larger)…Smartkarma Daily BriefsJune 1, 2025
ChinaDaily Briefs Daily Brief China: Hang Seng Index, Shanghai Zhida Technology Development Co Ltd, Contemporary Amperex Technology (CATL), CSPC Pharmaceutical Group and more In today’s briefing: HSI Index Options Weekly (May 26-30): Choppy Tape, One Strike Rules Them…Smartkarma Daily BriefsMay 31, 2025
Daily BriefsJapan Daily Brief Japan: Toyota Industries, Makino Milling Machine Co, Primo Global, Hearts United Group, D.Western Therapeutics Institute Inc., Wacom Co Ltd, Geo Holdings, Koukandekirukun Inc, LaKeel and more In today’s briefing: Toyota Industries (6201 JP): After a High, Comes the Low of a…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsJapan Daily Brief Japan: Pasona Group, Primo Global, Kitazato, Frontier Management Inc and more In today’s briefing: Pasona Group (2168 JP) - Three New Things Of Mixed ImportancePrimo Global…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsJapan Daily Brief Japan: Leopalace21 Corp, Isuzu Motors, Seven & I Holdings, NTT Data Corp, TSE Tokyo Price Index TOPIX, ZOZO Inc and more In today’s briefing: Leopalace (8848 JP) - A Giant Buyback To Get Fortress Partially Out…Smartkarma Daily BriefsJune 2, 2025
Daily BriefsJapan Daily Brief Japan: MS&AD Insurance, SBI Sumishin Net Bank , Makino Milling Machine Co, Nikkei 225 and more In today’s briefing: TSE "Mgmt Conscious" Reports (Jun25), Minor Updates(Mostly) Asia-Pac M&A: MAC Copper, SBI…Smartkarma Daily BriefsJune 1, 2025
Daily BriefsJapan Daily Brief Japan: Metaplanet, Rakuten Bank, Daido Steel, Mec Co Ltd, TSE Tokyo Price Index TOPIX, Valor Holdings and more In today’s briefing: Quiddity JPX-Nikkei 400 Rebal 2025: End-May 2025 RanksJapanese Neobanks: Time to Short…Smartkarma Daily BriefsMay 31, 2025
Daily BriefsJapan Daily Brief Japan: SBI Sumishin Net Bank , GMO Financial Gate, Isuzu Motors, Mazda Motor, Nippon Steel Corporation, Shift Inc, Migalo Holdings and more In today’s briefing: NTT To Buy Out SBI Sumishin Net Bank (7163) At a HUGE…Smartkarma Daily BriefsMay 30, 2025
Daily BriefsMacro Daily Brief Macro: EU Replacement Tire Market Shows Mixed Trend Amid Import Pressures and more In today’s briefing: EU Replacement Tire Market Shows Mixed Trend Amid Import PressuresHEM: Better Never…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsMacro Daily Brief Macro: Tariffs Create New Central Bank Agendas and more In today’s briefing: Tariffs Create New Central Bank Agendas, While Bank of Japan Faces Fiscal…Smartkarma Daily BriefsJune 2, 2025
Daily BriefsMacro Daily Brief Macro: US: Politics Is Clouding the Ability to Make Rational Monetary Policy and more In today’s briefing: US: Politics Is Clouding the Ability to Make Rational Monetary Policy US:…Smartkarma Daily BriefsJune 1, 2025
Daily BriefsMacro Daily Brief Macro: HEW: Macro Hokey Pokey and more In today’s briefing: HEW: Macro Hokey PokeyWalker’s Weekly: Dr. Jim's Summary of Key Global Macro…Smartkarma Daily BriefsMay 31, 2025
Daily BriefsMacro Daily Brief Macro: More USD Depreciation on the Cards – Who Wins and more In today’s briefing: More USD Depreciation on the Cards - Who Wins, Who Loses.Dan Dicker:…Smartkarma Daily BriefsMay 30, 2025
Daily BriefsMacro Daily Brief Macro: The Week Ahead – Big and Beautiful and more In today’s briefing: The Week Ahead – Big and BeautifulGlobal Rates: Scandinavian interest rate updateSupply…Smartkarma Daily BriefsMay 29, 2025
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #47 – Maker and more In today’s briefing: Crypto Moves #47 – Maker, or now, Sky, Sacrifices Profit for Growth…Smartkarma Daily BriefsOctober 12, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Full-blown Institutional Adoption and more In today’s briefing: Crypto Crisp: Full-blown Institutional Adoption Crypto Crisp: Full-blown Institutional AdoptionBy Mads EberhardtThe…Smartkarma Daily BriefsOctober 9, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #46 – Better Bull Than Bear and more In today’s briefing: Crypto Moves #46 – Better Bull Than Bear Crypto Moves #46 –…Smartkarma Daily BriefsOctober 5, 2024
CryptoDaily Briefs Daily Brief Crypto: Market Musings – Reawakening The Animal Spirits and more In today’s briefing: Market Musings - Reawakening The Animal Spirits Market Musings - Reawakening The…Smartkarma Daily BriefsOctober 3, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Up Is Soon The Only Way and more In today’s briefing: Crypto Crisp: Up Is Soon The Only WayReawakening The Animal Spirits Crypto…Smartkarma Daily BriefsOctober 2, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #45 – Crypto’s Future in the 2024 U.S. Election and more In today’s briefing: Crypto Moves #45 – Crypto’s Future in the 2024 U.S. Election Crypto…Smartkarma Daily BriefsSeptember 28, 2024
Daily BriefsMost Read Most Read: Toyota Industries, Mediatek Inc, BYD, Solar Industries India, Pop Mart International Group L, Mayne Pharma, Henderson Land Development and more In today’s briefing: Toyota Inds (6201) Proposed Takeover - It Looks Bad, and It's Worse…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsMost Read Most Read: Yang Ming Marine Transport, Pasona Group, Toyota Industries, BYD, Nexchip Semiconductor , Bluefocus Communication Group Co, Ltd., New World Development, Makino Milling Machine Co and more In today’s briefing: Toyota Industries (6201) - SURPRISE! It's a TOYODA Takeover Proposal (Good Governance…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsMost Read Most Read: Washington H. Soul Pattinson and Co. Ltd, HealthyWay, ESR Group , Isuzu Motors, Shanghai Rural Commercial Bank, Pasona Group, Yang Ming Marine Transport, HD Korea Shipbuilding & Offshore Engineering, Samsung Biologics and more In today’s briefing: Soul Patts & Brickworks: Index Impact of A$14bn MergerKWEB Index Rebalance: HealthyWay…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsMost Read Most Read: Suzhou Maxwell Technologies , Leopalace21 Corp, Montage Technology , Winner Medical, Isuzu Motors, Northeast Securities, HealthyWay, Washington H. Soul Pattinson and Co. Ltd, Seven & I Holdings, Shenzhen Overseas Chinese (A) and more In today’s briefing: STAR&CHINEXT 50 Index Rebalance: One Change in June Adds to Other (Larger)…Smartkarma Daily BriefsJune 2, 2025
Daily BriefsMost Read Most Read: HDFC Bank, Shandong Himile Mechanical Science & Technology, Beijing Airport High Tech A, Suzhou Maxwell Technologies , Winner Medical, Contemporary Amperex Technology (CATL), China Mobile, Avic Shenyang Aircraft, MS&AD Insurance, Samyang Foods and more In today’s briefing: NIFTY Bank Index: Impact of the Forecast Methodology ChangeCSI A500 Index Rebalance…Smartkarma Daily BriefsJune 1, 2025
Daily BriefsMost Read Most Read: JF Wealth Holdings, Melco International Development, Shandong Himile Mechanical Science & Technology, HDFC Bank, Beijing Airport High Tech A, Solid Inc, HD Hyundai Marine Solution , Ainsworth Game Technology, Anker Innovations Technology, CosmoAM&T and more In today’s briefing: CSI Hong Kong Connect Internet Index Rebalance Preview: 6 Changes & US$700m…Smartkarma Daily BriefsMay 31, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Mayne Pharma (MYX AU): Twists and Turns as Cosette Chases a Get-Out-Of-Jail-Free Card and more In today’s briefing: Mayne Pharma (MYX AU): Twists and Turns as Cosette Chases a Get-Out-Of-Jail-Free…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Toyota Industries (6201 JP): After a High and more In today’s briefing: Toyota Industries (6201 JP): After a High, Comes the Low of a…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: ESR (1821 HK): A Shareholder Register Look-Through and more In today’s briefing: ESR (1821 HK): A Shareholder Register Look-Through Pasona Group (2168 JP) -…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: [Japan Buyback] Leopalace (8848 JP) – A Giant Buyback To Get Fortress Partially Out and more In today’s briefing: Leopalace (8848 JP) - A Giant Buyback To Get Fortress Partially Out…Smartkarma Daily BriefsJune 2, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: [Japan CorpGov] TSE “Mgmt Conscious” Reports (Jun25) and more In today’s briefing: TSE "Mgmt Conscious" Reports (Jun25), Minor UpdatesA/H Premium Tracker (To 30 May…Smartkarma Daily BriefsJune 1, 2025
Daily BriefsEvent-Driven Daily Brief Event-Driven: Japanese Neobanks: Time to Short Rakuten Bank (TSE: 5838) and more In today’s briefing: Japanese Neobanks: Time to Short Rakuten Bank (TSE: 5838)Certainty Vs. Upside: Navigating…Smartkarma Daily BriefsMay 31, 2025
Daily BriefsECM Daily Brief ECM: Wistron GDR Offering – Well Flagged US$922m Offering and more In today’s briefing: Wistron GDR Offering - Well Flagged US$922m Offering, Discount Slightly Wider than…Smartkarma Daily BriefsJune 6, 2025
Daily BriefsECM Daily Brief ECM: Kelun-Biotech Placement – Recent Run-Up Makes Its Tricky and more In today’s briefing: Kelun-Biotech Placement - Recent Run-Up Makes Its TrickyVirgin Australia IPO - Not…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsECM Daily Brief ECM: Slide Holdings Insurance and more In today’s briefing: Slide Holdings Insurance, Inc.(SLDE): Peeking at the IPO Prospectus of Another Florida…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsECM Daily Brief ECM: Primo Global Pre-IPO: Driven by Domestic Demand as International Ops Falter and more In today’s briefing: Primo Global Pre-IPO: Driven by Domestic Demand as International Ops FalterOmada Health…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsECM Daily Brief ECM: ECM Weekly (2 June 2025) -Indigo and more In today’s briefing: ECM Weekly (2 June 2025) -Indigo, ITC, EBOS, Isuzu, Foshan Haitian, Lens…Smartkarma Daily BriefsJune 2, 2025
Daily BriefsECM Daily Brief ECM: Circle Internet Group (CRCL): Ark and more In today’s briefing: Circle Internet Group (CRCL): Ark, BlackRock to Anchor Oversubscribed Stablecoin IPOShanghai Zhida…Smartkarma Daily BriefsMay 31, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Japan Post Bank: From Stagnation to Opportunity and more In today’s briefing: Japan Post Bank: From Stagnation to OpportunityCMOC Group Limited (HKEX: 3993) –…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: StubWorld: DFI Exits Robinson Retail and more In today’s briefing: StubWorld: DFI Exits Robinson RetailXiaomi (1810 HK): 1Q25, Home Appliance Up by…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Grab Holdings’ Fintech Gamble: Will Its Banking Bet Finally Pay Off by 2026? and more In today’s briefing: Grab Holdings’ Fintech Gamble: Will Its Banking Bet Finally Pay Off by…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: The TJX Companies: Leveraging Vendor Relationships For A Competitive Edge! and more In today’s briefing: The TJX Companies: Leveraging Vendor Relationships For A Competitive Edge!Ivanhoe Mines (IVN…Smartkarma Daily BriefsJune 2, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Korea Small Cap Gem #35: Aurora World and more In today’s briefing: Korea Small Cap Gem #35: Aurora WorldNetEase: Will Its eSports Integration &…Smartkarma Daily BriefsJune 1, 2025
Daily BriefsEquity Bottom-Up Daily Brief Equity Bottom-Up: Taiwan Dual-Listings Monitor: TSMC Premium Rises Further and more In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Premium Rises Further, to Short Level; UMC DiscountSamsung…Smartkarma Daily BriefsMay 31, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Intel Corp, AViC , Xiaomi Corp and more In today’s briefing: Intel @ BofA Securities 2025 Global Technology ConferenceAVIC (9554 JP) - System…Smartkarma Daily BriefsJune 5, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Nexchip Semiconductor , Mediatek Inc, Xiaomi Corp, Taiwan Semiconductor (TSMC), Circle Internet Group, Lens Technology , Plover Bay Technologies, VEON and more In today’s briefing: CNI Semiconductor Chips Index Rebalance: One Change with Big ImpactTIP Customized Taiwan…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Taiwan Semiconductor (TSMC) – ADR, Danggeun Market, Silicon Laboratories, Qorvo Inc, Wix.Com Ltd, Plexus Corp, Uchi Technologies, Amphenol Corp Cl A and more In today’s briefing: Taiwan Tech Weekly: Mediatek's New Chip Could Outperform Apple's; Samsung Beats TSMC,…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: Montage Technology , NTT Data Corp, Bestechnic Shanghai , Contemporary Amperex Technology (CATL), Workday Inc Class A, NVIDIA Corp, Autodesk Inc, Zoom Video Communications Inc, Applied Materials, Intuit Inc and more In today’s briefing: SSE50/SSE180 Index Rebalance: Some Surprises Among the Adds; Deletes as Expected(Mostly) Asia…Smartkarma Daily BriefsJune 2, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: China Mobile, Flat Glass, Bestechnic Shanghai , Marathon Digital Holdings, NetEase , Cisco Systems, JFrog, Tower Semiconductor , BILL Holdings and more In today’s briefing: China Mobile (941 HK) Poised for Pullback: A Tactical Low-Cost Options Play…Smartkarma Daily BriefsJune 1, 2025
Daily BriefsTMT/Internet Daily Brief TMT/Internet: CosmoAM&T , Taiwan Semiconductor (TSMC) – ADR, SK Hynix, Circle Internet Group, Cloudflare, Hubspot Inc, Microchip Technology, Warner Bros Discovery , Contemporary Amperex Technology (CATL), Dropbox Inc and more In today’s briefing: An Off-Radar One-Day Passive Flow Trading Play from the KOSPI 200 Sector…Smartkarma Daily BriefsMay 31, 2025
ChinaDaily Briefs Daily Brief China: Pop Mart International Group L, Henderson Land Development, Sichuan Kelun-Biotech Biopharm, Bank of Jiangsu , Guangzhou Xiao Noodles Catering Management, CMOC Group , Jiangsu Hengrui Medicine, Mao Geping Cosmetics, Chow Tai Fook Jewellery, Shanghai Forest Cabin Biological-Tech and more In today’s briefing: FXI Rebalance: Pop Mart, SF Holding In; China Merchant Sec, China Railway…Smartkarma Daily BriefsJune 5, 2025
ChinaDaily Briefs Daily Brief China: BYD, Nexchip Semiconductor , New World Development, Bluefocus Communication Group Co, Ltd., Xiaomi Corp, Lepu Medical Technology A, Lens Technology , Plover Bay Technologies, Wuxi Lead Intelligent Equipmen and more In today’s briefing: HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$8.1bn of Flows Post Capping (June…Smartkarma Daily BriefsJune 4, 2025
ChinaDaily Briefs Daily Brief China: ESR Group , Gansu Huangtai Wine Mktg Ind Co.,, Hang Seng Index, Eastroc Beverage Group, China Northern Rare Earth Group High-Tech, SunCar Technology Group and more In today’s briefing: ESR (1821 HK): A Shareholder Register Look-ThroughCSI Liquor/ Alcoholic Drink Index Rebalance:…Smartkarma Daily BriefsJune 3, 2025
ChinaDaily Briefs Daily Brief China: Montage Technology , HealthyWay, Shanghai Rural Commercial Bank, Bestechnic Shanghai , Zhongyuan Environment A, Contemporary Amperex Technology (CATL), Zijin Mining Group , Sichuan Biokin Pharmaceutical, Water Oasis, Softcare and more In today’s briefing: SSE50/SSE180 Index Rebalance: Some Surprises Among the Adds; Deletes as ExpectedKWEB Index…Smartkarma Daily BriefsJune 2, 2025
ChinaDaily Briefs Daily Brief China: Suzhou Maxwell Technologies , Winner Medical, Avic Shenyang Aircraft, China Mobile, Flat Glass, Bestechnic Shanghai , Shanghai Rural Commercial Bank, Northeast Securities, Shenzhen Overseas Chinese (A), Suzhou Kematek and more In today’s briefing: STAR&CHINEXT 50 Index Rebalance: One Change in June Adds to Other (Larger)…Smartkarma Daily BriefsJune 1, 2025
ChinaDaily Briefs Daily Brief China: Hang Seng Index, Shanghai Zhida Technology Development Co Ltd, Contemporary Amperex Technology (CATL), CSPC Pharmaceutical Group and more In today’s briefing: HSI Index Options Weekly (May 26-30): Choppy Tape, One Strike Rules Them…Smartkarma Daily BriefsMay 31, 2025
Daily BriefsJapan Daily Brief Japan: Toyota Industries, Makino Milling Machine Co, Primo Global, Hearts United Group, D.Western Therapeutics Institute Inc., Wacom Co Ltd, Geo Holdings, Koukandekirukun Inc, LaKeel and more In today’s briefing: Toyota Industries (6201 JP): After a High, Comes the Low of a…Smartkarma Daily BriefsJune 4, 2025
Daily BriefsJapan Daily Brief Japan: Pasona Group, Primo Global, Kitazato, Frontier Management Inc and more In today’s briefing: Pasona Group (2168 JP) - Three New Things Of Mixed ImportancePrimo Global…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsJapan Daily Brief Japan: Leopalace21 Corp, Isuzu Motors, Seven & I Holdings, NTT Data Corp, TSE Tokyo Price Index TOPIX, ZOZO Inc and more In today’s briefing: Leopalace (8848 JP) - A Giant Buyback To Get Fortress Partially Out…Smartkarma Daily BriefsJune 2, 2025
Daily BriefsJapan Daily Brief Japan: MS&AD Insurance, SBI Sumishin Net Bank , Makino Milling Machine Co, Nikkei 225 and more In today’s briefing: TSE "Mgmt Conscious" Reports (Jun25), Minor Updates(Mostly) Asia-Pac M&A: MAC Copper, SBI…Smartkarma Daily BriefsJune 1, 2025
Daily BriefsJapan Daily Brief Japan: Metaplanet, Rakuten Bank, Daido Steel, Mec Co Ltd, TSE Tokyo Price Index TOPIX, Valor Holdings and more In today’s briefing: Quiddity JPX-Nikkei 400 Rebal 2025: End-May 2025 RanksJapanese Neobanks: Time to Short…Smartkarma Daily BriefsMay 31, 2025
Daily BriefsJapan Daily Brief Japan: SBI Sumishin Net Bank , GMO Financial Gate, Isuzu Motors, Mazda Motor, Nippon Steel Corporation, Shift Inc, Migalo Holdings and more In today’s briefing: NTT To Buy Out SBI Sumishin Net Bank (7163) At a HUGE…Smartkarma Daily BriefsMay 30, 2025
Daily BriefsMacro Daily Brief Macro: EU Replacement Tire Market Shows Mixed Trend Amid Import Pressures and more In today’s briefing: EU Replacement Tire Market Shows Mixed Trend Amid Import PressuresHEM: Better Never…Smartkarma Daily BriefsJune 3, 2025
Daily BriefsMacro Daily Brief Macro: Tariffs Create New Central Bank Agendas and more In today’s briefing: Tariffs Create New Central Bank Agendas, While Bank of Japan Faces Fiscal…Smartkarma Daily BriefsJune 2, 2025
Daily BriefsMacro Daily Brief Macro: US: Politics Is Clouding the Ability to Make Rational Monetary Policy and more In today’s briefing: US: Politics Is Clouding the Ability to Make Rational Monetary Policy US:…Smartkarma Daily BriefsJune 1, 2025
Daily BriefsMacro Daily Brief Macro: HEW: Macro Hokey Pokey and more In today’s briefing: HEW: Macro Hokey PokeyWalker’s Weekly: Dr. Jim's Summary of Key Global Macro…Smartkarma Daily BriefsMay 31, 2025
Daily BriefsMacro Daily Brief Macro: More USD Depreciation on the Cards – Who Wins and more In today’s briefing: More USD Depreciation on the Cards - Who Wins, Who Loses.Dan Dicker:…Smartkarma Daily BriefsMay 30, 2025
Daily BriefsMacro Daily Brief Macro: The Week Ahead – Big and Beautiful and more In today’s briefing: The Week Ahead – Big and BeautifulGlobal Rates: Scandinavian interest rate updateSupply…Smartkarma Daily BriefsMay 29, 2025
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #47 – Maker and more In today’s briefing: Crypto Moves #47 – Maker, or now, Sky, Sacrifices Profit for Growth…Smartkarma Daily BriefsOctober 12, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Full-blown Institutional Adoption and more In today’s briefing: Crypto Crisp: Full-blown Institutional Adoption Crypto Crisp: Full-blown Institutional AdoptionBy Mads EberhardtThe…Smartkarma Daily BriefsOctober 9, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #46 – Better Bull Than Bear and more In today’s briefing: Crypto Moves #46 – Better Bull Than Bear Crypto Moves #46 –…Smartkarma Daily BriefsOctober 5, 2024
CryptoDaily Briefs Daily Brief Crypto: Market Musings – Reawakening The Animal Spirits and more In today’s briefing: Market Musings - Reawakening The Animal Spirits Market Musings - Reawakening The…Smartkarma Daily BriefsOctober 3, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Crisp: Up Is Soon The Only Way and more In today’s briefing: Crypto Crisp: Up Is Soon The Only WayReawakening The Animal Spirits Crypto…Smartkarma Daily BriefsOctober 2, 2024
CryptoDaily Briefs Daily Brief Crypto: Crypto Moves #45 – Crypto’s Future in the 2024 U.S. Election and more In today’s briefing: Crypto Moves #45 – Crypto’s Future in the 2024 U.S. Election Crypto…Smartkarma Daily BriefsSeptember 28, 2024