In today’s briefing: Mandatory Block Deal Pre-Announcement Requirement in Korea Starting 24 July: Impact on…
Smartkarma Daily BriefsJune 22, 2024
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketTOPIX…
Smartkarma Daily BriefsJune 21, 2024
Daily BriefsMost ReadIn today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketBlackstone…
Smartkarma Daily BriefsJune 20, 2024
Daily BriefsMost ReadIn today’s briefing: Hyundai Motor India IPO PreviewKagome (2811) - Well-Flagged Slightly Dilutive Equity Financing…
Smartkarma Daily BriefsJune 19, 2024
Daily BriefsMost ReadIn today’s briefing: L'Occitane (973 HK): Who Owns What, And WhenGreat Eastern (GE SP): Inching…
Smartkarma Daily BriefsJune 18, 2024
Daily BriefsMost ReadIn today’s briefing: Fancl (4921) TOB - Kirin (2503) Does the Inevitable and Takes Out…
Smartkarma Daily BriefsJune 17, 2024
Daily BriefsEvent-DrivenIn today’s briefing: TOPIX Market Consultation: Wider Next-Gen Universe in a Couple of Years; But…
Smartkarma Daily BriefsJune 21, 2024
Daily BriefsEvent-DrivenIn today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketGuzman…
Smartkarma Daily BriefsJune 20, 2024
Daily BriefsEvent-DrivenDaily Brief Event-Driven: Blackstone Does a BIG Deal for Infocom (4348) – Minorities Get ¥6 and more
In today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/Share…
Smartkarma Daily BriefsJune 19, 2024
Daily BriefsEvent-DrivenIn today’s briefing: L’Occitane (973 HK): Share Alternative a Crucial Step Towards the Offer Being…
Smartkarma Daily BriefsJune 18, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Unexpected Inheritance Tax Rate Reduction Included in July Tax Reform: Impact on…
Smartkarma Daily BriefsJune 17, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Great Eastern Holdings (GE SP): Playbook as OCBC Offer Declared Final, IFA…
Smartkarma Daily BriefsJune 16, 2024
Daily BriefsECMIn today’s briefing: Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos…
Smartkarma Daily BriefsMay 21, 2024
Daily BriefsECMIn today’s briefing: Lalatech Holdings: FCF Growth Accelerated, Margins Improved, Fair Value May Be North…
Smartkarma Daily BriefsMay 20, 2024
Daily BriefsECMIn today’s briefing: Hyundai Heavy Industries Block - Not Well Flagged and Recent Korean Deals…
Smartkarma Daily BriefsMay 17, 2024
Daily BriefsECMIn today’s briefing: Nihon Kohden (6849 JP): ¥10B Buyback Plan And Stock Split; Japan and…
Smartkarma Daily BriefsMay 16, 2024
Daily BriefsECMIn today’s briefing: YUUUGE Modec (6269) Offering To Stay Listed in TSE Prime - Effectively…
Smartkarma Daily BriefsMay 15, 2024
Daily BriefsECMIn today’s briefing: Innospace IPO Valuation AnalysisOlympus Corp (7733 JP): ¥100B Buyback Plan Offers an…
Smartkarma Daily BriefsMay 14, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Taste Gourmet (8371 HK): Strong FY24, 6.7x PE, Cash ~23% of Mkt…
Smartkarma Daily BriefsJune 21, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: How Netflix bring Asian Content to the Global Audience with Minyoung KimEpisode…
Smartkarma Daily BriefsJune 20, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Tech Supply Chain Tracker (19-Jun-2024): Taiwan wafer industry in 2Q24Memory Monitor: Computex…
Smartkarma Daily BriefsJune 19, 2024
Daily BriefsEquity Bottom-UpDaily Brief Equity Bottom-Up: The Beat Ideas- Archean Chemical: The Bromine Leader of India and more
In today’s briefing: The Beat Ideas- Archean Chemical: The Bromine Leader of IndiaChiba Bank -…
Smartkarma Daily BriefsJune 18, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024.China Healthcare Weekly…
Smartkarma Daily BriefsJune 17, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Medipal Holdings (7459 JP): Mixed FY24 Result; Growth to Continue in FY25;…
Smartkarma Daily BriefsJune 16, 2024
Daily BriefsTMT/InternetIn today’s briefing: Episode 72: Apple Intelligence and Closed Loop Private ComputingTech Supply Chain Tracker…
Smartkarma Daily BriefsJune 20, 2024
Daily BriefsTMT/InternetIn today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/ShareInfocom…
Smartkarma Daily BriefsJune 19, 2024
Daily BriefsTMT/InternetIn today’s briefing: Taiwan Tech Weekly: TSMC's 3nm Shortage & Upcoming Price Hikes; Samsung Unveils…
Smartkarma Daily BriefsJune 18, 2024
Daily BriefsTMT/InternetIn today’s briefing: TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024.NASDAQ 100 Index…
Smartkarma Daily BriefsJune 17, 2024
Daily BriefsTMT/InternetIn today’s briefing: MV US Listed Semiconductor 25 Index Rebalance: US$1bn to Sell in NVIDIAAvnet…
Smartkarma Daily BriefsJune 16, 2024
Daily BriefsTMT/InternetIn today’s briefing: Shift Up IPO - Refiling and Other Updates, Not Ranked at the…
Smartkarma Daily BriefsJune 15, 2024
ChinaDaily BriefsIn today’s briefing: L’Occitane (973 HK): Share Alternative a Crucial Step Towards the Offer Being…
Smartkarma Daily BriefsJune 18, 2024
ChinaDaily BriefsIn today’s briefing: Growth of SHEIN, Temu Appears to Be Boosting Asia-US Air Cargo Volume…
Smartkarma Daily BriefsJune 17, 2024
ChinaDaily BriefsIn today’s briefing: Plover Bay 1523 HK Earnings Preview: Strong H1 FY24, Rerating to ContinueDickson…
Smartkarma Daily BriefsJune 15, 2024
ChinaDaily BriefsIn today’s briefing: Chow Tai Fook (1929 HK): Disappointed: Consumer Spending Weakened During Dragon BoatLuckin's…
Smartkarma Daily BriefsJune 14, 2024
ChinaDaily BriefsIn today’s briefing: A8 New Media (800 HK): A Scheme with a 162% Takeover PremiumMao…
Smartkarma Daily BriefsJune 13, 2024
ChinaDaily BriefsIn today’s briefing: Atour Lifestyle Holdings Placement - Well Flagged Deal, past Selldowns Have Done…
Smartkarma Daily BriefsJune 12, 2024
Daily BriefsJapanIn today’s briefing: Exedy Corp (7278 JP): Murakami Becomes a Substantial ShareholderKagome (2811) - Well-Flagged…
Smartkarma Daily BriefsJune 18, 2024
Daily BriefsJapanIn today’s briefing: Merger Arb Mondays (17 Jun) - Fancl, Tatsuta, A8, China TCM, GAPack,…
Smartkarma Daily BriefsJune 17, 2024
Daily BriefsJapanIn today’s briefing: Weekly Deals Digest (16 Jun) - Sun Corp, Fancl, Tatsuta, Great Eastern,…
Smartkarma Daily BriefsJune 16, 2024
Daily BriefsJapanIn today’s briefing: Fancl (4921) TOB - Kirin (2503) Does the Inevitable and Takes Out…
Smartkarma Daily BriefsJune 15, 2024
Daily BriefsJapanIn today’s briefing: Takeda (4502 JP)– AvoidCompanies with Low ROEs Have Corporate Governance Practices that…
Smartkarma Daily BriefsJune 14, 2024
Daily BriefsJapanIn today’s briefing: Helios Techno Holding (6927) TOB - Today Could Be The DayTatsuta Electric…
Smartkarma Daily BriefsJune 13, 2024
Daily BriefsMacroIn today’s briefing: Thailand: Ready (Re)SET Go!FSC Head Remarks Short Selling Could Resume in 1Q…
Smartkarma Daily BriefsMay 28, 2024
Daily BriefsMacroIn today’s briefing: Korea Exchange Launches the Disclosure of Corporate Value Up Program on KIND…
Smartkarma Daily BriefsMay 27, 2024
Daily BriefsMacroIn today’s briefing: CrossASEAN Ground Zero - Food Panda Sale, Lazada Fundraising, ACommerce, and PropertyGuru's…
Smartkarma Daily BriefsMay 25, 2024
Daily BriefsMacroIn today’s briefing: EM Watch: Have Copper markets been hit by a bus full of…
Smartkarma Daily BriefsMay 24, 2024
Daily BriefsMacroIn today’s briefing: Positioning Watch – The real world strikes backDon’t Let the Bull Throw…
Smartkarma Daily BriefsMay 23, 2024
Daily BriefsMacroIn today’s briefing: India Economics: Where Are Private Investments in the Growth Story?Great Game –…
Smartkarma Daily BriefsMay 22, 2024
Daily BriefsMost ReadIn today’s briefing: Mandatory Block Deal Pre-Announcement Requirement in Korea Starting 24 July: Impact on…
Smartkarma Daily BriefsJune 22, 2024
Daily BriefsMost ReadIn today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketTOPIX…
Smartkarma Daily BriefsJune 21, 2024
Daily BriefsMost ReadIn today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketBlackstone…
Smartkarma Daily BriefsJune 20, 2024
Daily BriefsMost ReadIn today’s briefing: Hyundai Motor India IPO PreviewKagome (2811) - Well-Flagged Slightly Dilutive Equity Financing…
Smartkarma Daily BriefsJune 19, 2024
Daily BriefsMost ReadIn today’s briefing: L'Occitane (973 HK): Who Owns What, And WhenGreat Eastern (GE SP): Inching…
Smartkarma Daily BriefsJune 18, 2024
Daily BriefsMost ReadIn today’s briefing: Fancl (4921) TOB - Kirin (2503) Does the Inevitable and Takes Out…
Smartkarma Daily BriefsJune 17, 2024
Daily BriefsEvent-DrivenIn today’s briefing: TOPIX Market Consultation: Wider Next-Gen Universe in a Couple of Years; But…
Smartkarma Daily BriefsJune 21, 2024
Daily BriefsEvent-DrivenIn today’s briefing: JPX Proposes BIG Changes To TOPIX Rules, Affects IPOs More Than MarketGuzman…
Smartkarma Daily BriefsJune 20, 2024
Daily BriefsEvent-DrivenDaily Brief Event-Driven: Blackstone Does a BIG Deal for Infocom (4348) – Minorities Get ¥6 and more
In today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/Share…
Smartkarma Daily BriefsJune 19, 2024
Daily BriefsEvent-DrivenIn today’s briefing: L’Occitane (973 HK): Share Alternative a Crucial Step Towards the Offer Being…
Smartkarma Daily BriefsJune 18, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Unexpected Inheritance Tax Rate Reduction Included in July Tax Reform: Impact on…
Smartkarma Daily BriefsJune 17, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Great Eastern Holdings (GE SP): Playbook as OCBC Offer Declared Final, IFA…
Smartkarma Daily BriefsJune 16, 2024
Daily BriefsECMIn today’s briefing: Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos…
Smartkarma Daily BriefsMay 21, 2024
Daily BriefsECMIn today’s briefing: Lalatech Holdings: FCF Growth Accelerated, Margins Improved, Fair Value May Be North…
Smartkarma Daily BriefsMay 20, 2024
Daily BriefsECMIn today’s briefing: Hyundai Heavy Industries Block - Not Well Flagged and Recent Korean Deals…
Smartkarma Daily BriefsMay 17, 2024
Daily BriefsECMIn today’s briefing: Nihon Kohden (6849 JP): ¥10B Buyback Plan And Stock Split; Japan and…
Smartkarma Daily BriefsMay 16, 2024
Daily BriefsECMIn today’s briefing: YUUUGE Modec (6269) Offering To Stay Listed in TSE Prime - Effectively…
Smartkarma Daily BriefsMay 15, 2024
Daily BriefsECMIn today’s briefing: Innospace IPO Valuation AnalysisOlympus Corp (7733 JP): ¥100B Buyback Plan Offers an…
Smartkarma Daily BriefsMay 14, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Taste Gourmet (8371 HK): Strong FY24, 6.7x PE, Cash ~23% of Mkt…
Smartkarma Daily BriefsJune 21, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: How Netflix bring Asian Content to the Global Audience with Minyoung KimEpisode…
Smartkarma Daily BriefsJune 20, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Tech Supply Chain Tracker (19-Jun-2024): Taiwan wafer industry in 2Q24Memory Monitor: Computex…
Smartkarma Daily BriefsJune 19, 2024
Daily BriefsEquity Bottom-UpDaily Brief Equity Bottom-Up: The Beat Ideas- Archean Chemical: The Bromine Leader of India and more
In today’s briefing: The Beat Ideas- Archean Chemical: The Bromine Leader of IndiaChiba Bank -…
Smartkarma Daily BriefsJune 18, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024.China Healthcare Weekly…
Smartkarma Daily BriefsJune 17, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Medipal Holdings (7459 JP): Mixed FY24 Result; Growth to Continue in FY25;…
Smartkarma Daily BriefsJune 16, 2024
Daily BriefsTMT/InternetIn today’s briefing: Episode 72: Apple Intelligence and Closed Loop Private ComputingTech Supply Chain Tracker…
Smartkarma Daily BriefsJune 20, 2024
Daily BriefsTMT/InternetIn today’s briefing: Blackstone Does a BIG Deal for Infocom (4348) - Minorities Get ¥6,060/ShareInfocom…
Smartkarma Daily BriefsJune 19, 2024
Daily BriefsTMT/InternetIn today’s briefing: Taiwan Tech Weekly: TSMC's 3nm Shortage & Upcoming Price Hikes; Samsung Unveils…
Smartkarma Daily BriefsJune 18, 2024
Daily BriefsTMT/InternetIn today’s briefing: TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024.NASDAQ 100 Index…
Smartkarma Daily BriefsJune 17, 2024
Daily BriefsTMT/InternetIn today’s briefing: MV US Listed Semiconductor 25 Index Rebalance: US$1bn to Sell in NVIDIAAvnet…
Smartkarma Daily BriefsJune 16, 2024
Daily BriefsTMT/InternetIn today’s briefing: Shift Up IPO - Refiling and Other Updates, Not Ranked at the…
Smartkarma Daily BriefsJune 15, 2024
ChinaDaily BriefsIn today’s briefing: L’Occitane (973 HK): Share Alternative a Crucial Step Towards the Offer Being…
Smartkarma Daily BriefsJune 18, 2024
ChinaDaily BriefsIn today’s briefing: Growth of SHEIN, Temu Appears to Be Boosting Asia-US Air Cargo Volume…
Smartkarma Daily BriefsJune 17, 2024
ChinaDaily BriefsIn today’s briefing: Plover Bay 1523 HK Earnings Preview: Strong H1 FY24, Rerating to ContinueDickson…
Smartkarma Daily BriefsJune 15, 2024
ChinaDaily BriefsIn today’s briefing: Chow Tai Fook (1929 HK): Disappointed: Consumer Spending Weakened During Dragon BoatLuckin's…
Smartkarma Daily BriefsJune 14, 2024
ChinaDaily BriefsIn today’s briefing: A8 New Media (800 HK): A Scheme with a 162% Takeover PremiumMao…
Smartkarma Daily BriefsJune 13, 2024
ChinaDaily BriefsIn today’s briefing: Atour Lifestyle Holdings Placement - Well Flagged Deal, past Selldowns Have Done…
Smartkarma Daily BriefsJune 12, 2024
Daily BriefsJapanIn today’s briefing: Exedy Corp (7278 JP): Murakami Becomes a Substantial ShareholderKagome (2811) - Well-Flagged…
Smartkarma Daily BriefsJune 18, 2024
Daily BriefsJapanIn today’s briefing: Merger Arb Mondays (17 Jun) - Fancl, Tatsuta, A8, China TCM, GAPack,…
Smartkarma Daily BriefsJune 17, 2024
Daily BriefsJapanIn today’s briefing: Weekly Deals Digest (16 Jun) - Sun Corp, Fancl, Tatsuta, Great Eastern,…
Smartkarma Daily BriefsJune 16, 2024
Daily BriefsJapanIn today’s briefing: Fancl (4921) TOB - Kirin (2503) Does the Inevitable and Takes Out…
Smartkarma Daily BriefsJune 15, 2024
Daily BriefsJapanIn today’s briefing: Takeda (4502 JP)– AvoidCompanies with Low ROEs Have Corporate Governance Practices that…
Smartkarma Daily BriefsJune 14, 2024
Daily BriefsJapanIn today’s briefing: Helios Techno Holding (6927) TOB - Today Could Be The DayTatsuta Electric…
Smartkarma Daily BriefsJune 13, 2024
Daily BriefsMacroIn today’s briefing: Thailand: Ready (Re)SET Go!FSC Head Remarks Short Selling Could Resume in 1Q…
Smartkarma Daily BriefsMay 28, 2024
Daily BriefsMacroIn today’s briefing: Korea Exchange Launches the Disclosure of Corporate Value Up Program on KIND…
Smartkarma Daily BriefsMay 27, 2024
Daily BriefsMacroIn today’s briefing: CrossASEAN Ground Zero - Food Panda Sale, Lazada Fundraising, ACommerce, and PropertyGuru's…
Smartkarma Daily BriefsMay 25, 2024
Daily BriefsMacroIn today’s briefing: EM Watch: Have Copper markets been hit by a bus full of…
Smartkarma Daily BriefsMay 24, 2024
Daily BriefsMacroIn today’s briefing: Positioning Watch – The real world strikes backDon’t Let the Bull Throw…
Smartkarma Daily BriefsMay 23, 2024
Daily BriefsMacroIn today’s briefing: India Economics: Where Are Private Investments in the Growth Story?Great Game –…
Smartkarma Daily BriefsMay 22, 2024
