In today’s briefing: China TCM (570.HK) Privatization Update - Investors May Need to Prepare for…
Smartkarma Daily BriefsJune 28, 2024
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Daily BriefsMost ReadIn today’s briefing: TCM (570 HK): Sinopharm's $4.60/Share OfferChina TCM (570.HK) Privatization Update - Investors…
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Daily BriefsMost ReadIn today’s briefing: Palliser Gets ISS/GL Nods for Keisei AGM Proposals - How Will The…
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Daily BriefsMost ReadIn today’s briefing: Mitsui & Co (8031) - ¥100bn Overnight Equity OfferingSwire Properties (1972 HK):…
Smartkarma Daily BriefsJune 25, 2024
Daily BriefsMost ReadIn today’s briefing: Sep24 Nikkei 225 Rebal - Still 1 ADD, 1 DELETE, 1 Dark…
Smartkarma Daily BriefsJune 24, 2024
Daily BriefsMost ReadIn today’s briefing: - Murakami Group Goes Activisting on Exedy (7278) - Room To RunSep24…
Smartkarma Daily BriefsJune 23, 2024
Daily BriefsEvent-DrivenDaily Brief Event-Driven: China Traditional Chinese Medicine (570 HK): Something Is Brewing and more
In today’s briefing: China Traditional Chinese Medicine (570 HK): Something Is Brewing, but Nobody Knows…
Smartkarma Daily BriefsJune 27, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Midea Real Estate (3990 HK): An In-Specie Distribution to Unlock ValueNPN X…
Smartkarma Daily BriefsJune 26, 2024
Daily BriefsEvent-DrivenIn today’s briefing: T-Gaia (3738 JP) - Possible Premium Takeout StoryUnlocking Value: SEBI's New Special…
Smartkarma Daily BriefsJune 25, 2024
Daily BriefsEvent-DrivenIn today’s briefing: MMG (1208 HK) Rights Trading DynamicsSwire Properties (1972 HK): Potential Passive Selling…
Smartkarma Daily BriefsJune 24, 2024
Daily BriefsEvent-DrivenIn today’s briefing: (Mostly) Asia-Pac M&A: Infocom, Capitol Health, MMA Offshore, Mimasu, Tatsuta Elect., Great…
Smartkarma Daily BriefsJune 23, 2024
Daily BriefsEvent-DrivenIn today’s briefing: CMCDI (133 HK): Kan Re-Elected. But Only JustCrowdStrike Joins S&P 500EQD |…
Smartkarma Daily BriefsJune 22, 2024
Daily BriefsECMIn today’s briefing: Alibaba/JD.com: Thoughts On The Recent Convertible Bond IssuanceExedy Corporation Placement - Relatively…
Smartkarma Daily BriefsMay 28, 2024
Daily BriefsECMIn today’s briefing: Hoshino Resorts REIT Placement - Another Raising to Fund an Accretive AcquisitionECM…
Smartkarma Daily BriefsMay 27, 2024
Daily BriefsECMIn today’s briefing: Weekly Deals Digest (26 May) - Henlius, HKTV, SciClone, KFC, Best World,…
Smartkarma Daily BriefsMay 26, 2024
Daily BriefsECMIn today’s briefing: Shift Up IPO - The Positives - All Games Have Done WellShift…
Smartkarma Daily BriefsMay 24, 2024
Daily BriefsECMIn today’s briefing: Go Digit IPO Trading - Low Subscription Rate, Not All Shares Are…
Smartkarma Daily BriefsMay 23, 2024
Daily BriefsECMIn today’s briefing: MODEC (6296 JP): The Current PlaybookRaspberry Pi IPO PreviewAUB Group Placement -…
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Daily BriefsEquity Bottom-UpIn today’s briefing: Tencent/Netease: One Game Approval for Tencent in JuneShankara Building Products: Updated Forensic…
Smartkarma Daily BriefsJune 27, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Cover Corp (TYO 5253) - High Growth Opportunity in the Expanding VTuber…
Smartkarma Daily BriefsJune 26, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: StubWorld: Sun Corp (6736 JP) Running Out Of Puff?Mega Caps Thrive But…
Smartkarma Daily BriefsJune 25, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Taiwan Dual-Listings Monitor: TSMC & ASE Premiums Drop Sharply; ChipMOS Extreme DiscountCathay…
Smartkarma Daily BriefsJune 24, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Will Apple Intelligence Drive IPhone Maker past USD 4 Trillion in Market…
Smartkarma Daily BriefsJune 23, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Edelweiss: Co-Lending Led Credit Business Is Now Gaining MomentumMMG Rights Issue –…
Smartkarma Daily BriefsJune 22, 2024
Daily BriefsTMT/InternetIn today’s briefing: NCSoft: Corporate Split-Off of Two DivisionsCover Corp (TYO 5253) - High Growth…
Smartkarma Daily BriefsJune 26, 2024
Daily BriefsTMT/InternetIn today’s briefing: Mega Caps Thrive But Other Tech Firms Are Punished for Lack of…
Smartkarma Daily BriefsJune 25, 2024
Daily BriefsTMT/InternetIn today’s briefing: Taiwan Dual-Listings Monitor: TSMC & ASE Premiums Drop Sharply; ChipMOS Extreme DiscountErajaya…
Smartkarma Daily BriefsJune 24, 2024
Daily BriefsTMT/InternetIn today’s briefing: (Mostly) Asia-Pac M&A: Infocom, Capitol Health, MMA Offshore, Mimasu, Tatsuta Elect., Great…
Smartkarma Daily BriefsJune 23, 2024
Daily BriefsTMT/InternetIn today’s briefing: CrowdStrike Joins S&P 500Tianju Dihe Technology IPO: Limited Room For Multiple Expansion…
Smartkarma Daily BriefsJune 22, 2024
Daily BriefsTMT/InternetIn today’s briefing: Shin-Etsu Chem TOB for Rest of Mimasu Semi (8155) - Far Too…
Smartkarma Daily BriefsJune 21, 2024
ChinaDaily BriefsIn today’s briefing: MMG (1208 HK): Rights Trade PlaybookSwire Properties (1972 HK): Potential Passive Selling…
Smartkarma Daily BriefsJune 24, 2024
ChinaDaily BriefsIn today’s briefing: Weekly Deals Digest (23 Jun) - L'Occitane, Exedy, Infocom, Mimasu, Tatsuta, MMA…
Smartkarma Daily BriefsJune 23, 2024
ChinaDaily BriefsIn today’s briefing: CMCDI (133 HK): Kan Re-Elected. But Only JustTianju Dihe Technology IPO: Limited…
Smartkarma Daily BriefsJune 22, 2024
ChinaDaily BriefsIn today’s briefing: Taste Gourmet (8371 HK): Strong FY24, 6.7x PE, Cash ~23% of Mkt…
Smartkarma Daily BriefsJune 21, 2024
ChinaDaily BriefsIn today’s briefing: Recent Sell-Off in Tanker Stocks Provides an Opportunity in Cosco Shipping Energy…
Smartkarma Daily BriefsJune 20, 2024
ChinaDaily BriefsIn today’s briefing: L'Occitane (973 HK): No, PLP Is Not Getting A Back-End BumpCOFCO Joycome…
Smartkarma Daily BriefsJune 19, 2024
Daily BriefsJapanIn today’s briefing: What Lies Behind the Inability to Come up with Flexible Cash Usage…
Smartkarma Daily BriefsJune 24, 2024
Daily BriefsJapanIn today’s briefing: (Mostly) Asia-Pac M&A: Infocom, Capitol Health, MMA Offshore, Mimasu, Tatsuta Elect., Great…
Smartkarma Daily BriefsJune 23, 2024
Daily BriefsJapanIn today’s briefing: Migalo Holdings (5535 JP) - Full-Year FY2024/3 Earnings ReviewContent of Disclosures Is…
Smartkarma Daily BriefsJune 22, 2024
Daily BriefsJapanIn today’s briefing: TOPIX Market Consultation: Wider Next-Gen Universe in a Couple of Years; But…
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Daily BriefsJapanIn today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketMoney…
Smartkarma Daily BriefsJune 20, 2024
Daily BriefsJapanIn today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/Share…
Smartkarma Daily BriefsJune 19, 2024
Daily BriefsMacroIn today’s briefing: Global Commodities: Demand for Oil Is Good, Just Not for CrudeThe Holy…
Smartkarma Daily BriefsJune 4, 2024
Daily BriefsMacroIn today’s briefing: Goodbye to Ultra-Low US Short-Term Interest Rates? Financial Markets Well Ahead of…
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Daily BriefsMacroIn today’s briefing: Portfolio Watch – Adjusting equity and commodity risks as the reflation story…
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Daily BriefsMacroIn today’s briefing: CX Daily: Mega Blunder Adds to Li Auto’s Troubles as Huawei Rivalry…
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Smartkarma Daily BriefsMay 30, 2024
Daily BriefsMacroIn today’s briefing: Smartkarma Webinar | Significant Shift in Fed Policy Expectations: Implications for ASEAN…
Smartkarma Daily BriefsMay 29, 2024
Daily BriefsMost ReadIn today’s briefing: China TCM (570.HK) Privatization Update - Investors May Need to Prepare for…
Smartkarma Daily BriefsJune 28, 2024
Daily BriefsMost ReadIn today’s briefing: TCM (570 HK): Sinopharm's $4.60/Share OfferChina TCM (570.HK) Privatization Update - Investors…
Smartkarma Daily BriefsJune 27, 2024
Daily BriefsMost ReadIn today’s briefing: Palliser Gets ISS/GL Nods for Keisei AGM Proposals - How Will The…
Smartkarma Daily BriefsJune 26, 2024
Daily BriefsMost ReadIn today’s briefing: Mitsui & Co (8031) - ¥100bn Overnight Equity OfferingSwire Properties (1972 HK):…
Smartkarma Daily BriefsJune 25, 2024
Daily BriefsMost ReadIn today’s briefing: Sep24 Nikkei 225 Rebal - Still 1 ADD, 1 DELETE, 1 Dark…
Smartkarma Daily BriefsJune 24, 2024
Daily BriefsMost ReadIn today’s briefing: - Murakami Group Goes Activisting on Exedy (7278) - Room To RunSep24…
Smartkarma Daily BriefsJune 23, 2024
Daily BriefsEvent-DrivenDaily Brief Event-Driven: China Traditional Chinese Medicine (570 HK): Something Is Brewing and more
In today’s briefing: China Traditional Chinese Medicine (570 HK): Something Is Brewing, but Nobody Knows…
Smartkarma Daily BriefsJune 27, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Midea Real Estate (3990 HK): An In-Specie Distribution to Unlock ValueNPN X…
Smartkarma Daily BriefsJune 26, 2024
Daily BriefsEvent-DrivenIn today’s briefing: T-Gaia (3738 JP) - Possible Premium Takeout StoryUnlocking Value: SEBI's New Special…
Smartkarma Daily BriefsJune 25, 2024
Daily BriefsEvent-DrivenIn today’s briefing: MMG (1208 HK) Rights Trading DynamicsSwire Properties (1972 HK): Potential Passive Selling…
Smartkarma Daily BriefsJune 24, 2024
Daily BriefsEvent-DrivenIn today’s briefing: (Mostly) Asia-Pac M&A: Infocom, Capitol Health, MMA Offshore, Mimasu, Tatsuta Elect., Great…
Smartkarma Daily BriefsJune 23, 2024
Daily BriefsEvent-DrivenIn today’s briefing: CMCDI (133 HK): Kan Re-Elected. But Only JustCrowdStrike Joins S&P 500EQD |…
Smartkarma Daily BriefsJune 22, 2024
Daily BriefsECMIn today’s briefing: Alibaba/JD.com: Thoughts On The Recent Convertible Bond IssuanceExedy Corporation Placement - Relatively…
Smartkarma Daily BriefsMay 28, 2024
Daily BriefsECMIn today’s briefing: Hoshino Resorts REIT Placement - Another Raising to Fund an Accretive AcquisitionECM…
Smartkarma Daily BriefsMay 27, 2024
Daily BriefsECMIn today’s briefing: Weekly Deals Digest (26 May) - Henlius, HKTV, SciClone, KFC, Best World,…
Smartkarma Daily BriefsMay 26, 2024
Daily BriefsECMIn today’s briefing: Shift Up IPO - The Positives - All Games Have Done WellShift…
Smartkarma Daily BriefsMay 24, 2024
Daily BriefsECMIn today’s briefing: Go Digit IPO Trading - Low Subscription Rate, Not All Shares Are…
Smartkarma Daily BriefsMay 23, 2024
Daily BriefsECMIn today’s briefing: MODEC (6296 JP): The Current PlaybookRaspberry Pi IPO PreviewAUB Group Placement -…
Smartkarma Daily BriefsMay 22, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Tencent/Netease: One Game Approval for Tencent in JuneShankara Building Products: Updated Forensic…
Smartkarma Daily BriefsJune 27, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Cover Corp (TYO 5253) - High Growth Opportunity in the Expanding VTuber…
Smartkarma Daily BriefsJune 26, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: StubWorld: Sun Corp (6736 JP) Running Out Of Puff?Mega Caps Thrive But…
Smartkarma Daily BriefsJune 25, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Taiwan Dual-Listings Monitor: TSMC & ASE Premiums Drop Sharply; ChipMOS Extreme DiscountCathay…
Smartkarma Daily BriefsJune 24, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Will Apple Intelligence Drive IPhone Maker past USD 4 Trillion in Market…
Smartkarma Daily BriefsJune 23, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Edelweiss: Co-Lending Led Credit Business Is Now Gaining MomentumMMG Rights Issue –…
Smartkarma Daily BriefsJune 22, 2024
Daily BriefsTMT/InternetIn today’s briefing: NCSoft: Corporate Split-Off of Two DivisionsCover Corp (TYO 5253) - High Growth…
Smartkarma Daily BriefsJune 26, 2024
Daily BriefsTMT/InternetIn today’s briefing: Mega Caps Thrive But Other Tech Firms Are Punished for Lack of…
Smartkarma Daily BriefsJune 25, 2024
Daily BriefsTMT/InternetIn today’s briefing: Taiwan Dual-Listings Monitor: TSMC & ASE Premiums Drop Sharply; ChipMOS Extreme DiscountErajaya…
Smartkarma Daily BriefsJune 24, 2024
Daily BriefsTMT/InternetIn today’s briefing: (Mostly) Asia-Pac M&A: Infocom, Capitol Health, MMA Offshore, Mimasu, Tatsuta Elect., Great…
Smartkarma Daily BriefsJune 23, 2024
Daily BriefsTMT/InternetIn today’s briefing: CrowdStrike Joins S&P 500Tianju Dihe Technology IPO: Limited Room For Multiple Expansion…
Smartkarma Daily BriefsJune 22, 2024
Daily BriefsTMT/InternetIn today’s briefing: Shin-Etsu Chem TOB for Rest of Mimasu Semi (8155) - Far Too…
Smartkarma Daily BriefsJune 21, 2024
ChinaDaily BriefsIn today’s briefing: MMG (1208 HK): Rights Trade PlaybookSwire Properties (1972 HK): Potential Passive Selling…
Smartkarma Daily BriefsJune 24, 2024
ChinaDaily BriefsIn today’s briefing: Weekly Deals Digest (23 Jun) - L'Occitane, Exedy, Infocom, Mimasu, Tatsuta, MMA…
Smartkarma Daily BriefsJune 23, 2024
ChinaDaily BriefsIn today’s briefing: CMCDI (133 HK): Kan Re-Elected. But Only JustTianju Dihe Technology IPO: Limited…
Smartkarma Daily BriefsJune 22, 2024
ChinaDaily BriefsIn today’s briefing: Taste Gourmet (8371 HK): Strong FY24, 6.7x PE, Cash ~23% of Mkt…
Smartkarma Daily BriefsJune 21, 2024
ChinaDaily BriefsIn today’s briefing: Recent Sell-Off in Tanker Stocks Provides an Opportunity in Cosco Shipping Energy…
Smartkarma Daily BriefsJune 20, 2024
ChinaDaily BriefsIn today’s briefing: L'Occitane (973 HK): No, PLP Is Not Getting A Back-End BumpCOFCO Joycome…
Smartkarma Daily BriefsJune 19, 2024
Daily BriefsJapanIn today’s briefing: What Lies Behind the Inability to Come up with Flexible Cash Usage…
Smartkarma Daily BriefsJune 24, 2024
Daily BriefsJapanIn today’s briefing: (Mostly) Asia-Pac M&A: Infocom, Capitol Health, MMA Offshore, Mimasu, Tatsuta Elect., Great…
Smartkarma Daily BriefsJune 23, 2024
Daily BriefsJapanIn today’s briefing: Migalo Holdings (5535 JP) - Full-Year FY2024/3 Earnings ReviewContent of Disclosures Is…
Smartkarma Daily BriefsJune 22, 2024
Daily BriefsJapanIn today’s briefing: TOPIX Market Consultation: Wider Next-Gen Universe in a Couple of Years; But…
Smartkarma Daily BriefsJune 21, 2024
Daily BriefsJapanIn today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketMoney…
Smartkarma Daily BriefsJune 20, 2024
Daily BriefsJapanIn today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/Share…
Smartkarma Daily BriefsJune 19, 2024
Daily BriefsMacroIn today’s briefing: Global Commodities: Demand for Oil Is Good, Just Not for CrudeThe Holy…
Smartkarma Daily BriefsJune 4, 2024
Daily BriefsMacroIn today’s briefing: Goodbye to Ultra-Low US Short-Term Interest Rates? Financial Markets Well Ahead of…
Smartkarma Daily BriefsJune 3, 2024
Daily BriefsMacroIn today’s briefing: Portfolio Watch – Adjusting equity and commodity risks as the reflation story…
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Daily BriefsMacroIn today’s briefing: CX Daily: Mega Blunder Adds to Li Auto’s Troubles as Huawei Rivalry…
Smartkarma Daily BriefsMay 31, 2024
Daily BriefsMacroIn today’s briefing: Litigation Funding as an Asset ClassUnpacking Crude Oil IV Behaviour During OPEC…
Smartkarma Daily BriefsMay 30, 2024
Daily BriefsMacroIn today’s briefing: Smartkarma Webinar | Significant Shift in Fed Policy Expectations: Implications for ASEAN…
Smartkarma Daily BriefsMay 29, 2024
