In today’s briefing: Nikkei 225 Index Rebalance: 🚨Ibiden (4062 JP) To Replace Nidec (6594 JP)…
Smartkarma Daily BriefsOctober 29, 2025
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance: 🚨Ibiden (4062 JP) To Replace Nidec (6594 JP)…
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Daily BriefsMost ReadIn today’s briefing: Kioxia (285A JP): Toshiba Selling Leads to Passive Buying & Removes OverhangGold…
Smartkarma Daily BriefsOctober 26, 2025
Daily BriefsMost ReadIn today’s briefing: Kioxia (285A JP): Toshiba Selling Leads to Passive Buying & Removes OverhangGold…
Smartkarma Daily BriefsOctober 25, 2025
Daily BriefsMost ReadIn today’s briefing: Kioxia (285A JP): Toshiba Selling Leads to Passive Buying & Removes OverhangGold…
Smartkarma Daily BriefsOctober 24, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Ashimori Industry (3526 JP) Minimum Lower, May Be a Tough CallLG Chem…
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Daily BriefsEvent-DrivenIn today’s briefing: Tsuruha (3391 JP)/Welcia (3141 JP): Index Promotion & Passive Flows Likely Priced…
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Daily BriefsEvent-DrivenIn today’s briefing: Soft99 Corp (4464 JP): Precedent Set but Still a Fluid OutcomeLast Week…
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Daily BriefsEvent-DrivenIn today’s briefing: Fresh Policy Momentum Hitting Korea Tape: Trade Is Lining up Around 13…
Smartkarma Daily BriefsOctober 25, 2025
Daily BriefsEvent-DrivenIn today’s briefing: - Activism Wins as MBO Bidder Pays 42.4% More for Pacific Industrial…
Smartkarma Daily BriefsOctober 24, 2025
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Daily BriefsECMIn today’s briefing: Kasumigaseki Capital (3498 JP) - BIG Primary for Big PlansWeRide HK Listing:…
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Daily BriefsECMIn today’s briefing: ECM Weekly (27 October 2025)- Sany, Seres, PonyAI, WeRide, CIG, JST, Lenskart,…
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Daily BriefsECMIn today’s briefing: Lenskart Solutions Pre-IPO - The Negatives - International Ops Largely Acquisition DrivenAtom…
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Daily BriefsEquity Bottom-UpIn today’s briefing: Curator's Cut: Japan's Defense Drive, Asia's Vision Opportunities & US Diagnostics PicksShorting…
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Daily BriefsTMT/InternetIn today’s briefing: Ibiden (4062) Replaces Nidec (6594) In Nikkei 225 on Accounting - A…
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Smartkarma Daily BriefsOctober 25, 2025
ChinaDaily BriefsIn today’s briefing: IDT (167 HK): Expect Long-Dated MGO As Major Shareholder Placed In ReceivershipZijin…
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ChinaDaily BriefsIn today’s briefing: WeRide Secondary HK Offering - Is Relatively Cheaper but Lacks MomentumCIG Shanghai…
Smartkarma Daily BriefsOctober 23, 2025
Daily BriefsJapanIn today’s briefing: Digital Holdings (2389 JP): SilverCape’s Hostile Competing Bid Is Met with CountermeasuresShimano…
Smartkarma Daily BriefsOctober 29, 2025
Daily BriefsJapanIn today’s briefing: Nikkei 225 Index Rebalance: 🚨Ibiden (4062 JP) To Replace Nidec (6594 JP)…
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Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance: 🚨Ibiden (4062 JP) To Replace Nidec (6594 JP)…
Smartkarma Daily BriefsOctober 29, 2025
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance: 🚨Ibiden (4062 JP) To Replace Nidec (6594 JP)…
Smartkarma Daily BriefsOctober 28, 2025
Daily BriefsMost ReadIn today’s briefing: Kioxia (285A JP): Toshiba Selling Leads to Passive Buying & Removes OverhangTsuruha…
Smartkarma Daily BriefsOctober 27, 2025
Daily BriefsMost ReadIn today’s briefing: Kioxia (285A JP): Toshiba Selling Leads to Passive Buying & Removes OverhangGold…
Smartkarma Daily BriefsOctober 26, 2025
Daily BriefsMost ReadIn today’s briefing: Kioxia (285A JP): Toshiba Selling Leads to Passive Buying & Removes OverhangGold…
Smartkarma Daily BriefsOctober 25, 2025
Daily BriefsMost ReadIn today’s briefing: Kioxia (285A JP): Toshiba Selling Leads to Passive Buying & Removes OverhangGold…
Smartkarma Daily BriefsOctober 24, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Ashimori Industry (3526 JP) Minimum Lower, May Be a Tough CallLG Chem…
Smartkarma Daily BriefsOctober 28, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Tsuruha (3391 JP)/Welcia (3141 JP): Index Promotion & Passive Flows Likely Priced…
Smartkarma Daily BriefsOctober 27, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Soft99 Corp (4464 JP): Precedent Set but Still a Fluid OutcomeLast Week…
Smartkarma Daily BriefsOctober 26, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Fresh Policy Momentum Hitting Korea Tape: Trade Is Lining up Around 13…
Smartkarma Daily BriefsOctober 25, 2025
Daily BriefsEvent-DrivenIn today’s briefing: - Activism Wins as MBO Bidder Pays 42.4% More for Pacific Industrial…
Smartkarma Daily BriefsOctober 24, 2025
Daily BriefsEvent-DrivenIn today’s briefing: Palliser Capital Goes Activist on LG ChemKorea’s Next Policy Play: NAV Discount…
Smartkarma Daily BriefsOctober 23, 2025
Daily BriefsECMIn today’s briefing: Kasumigaseki Capital (3498 JP) - BIG Primary for Big PlansWeRide HK Listing:…
Smartkarma Daily BriefsOctober 28, 2025
Daily BriefsECMIn today’s briefing: ECM Weekly (27 October 2025)- Sany, Seres, PonyAI, WeRide, CIG, JST, Lenskart,…
Smartkarma Daily BriefsOctober 27, 2025
Daily BriefsECMIn today’s briefing: Lenskart Solutions Pre-IPO - The Negatives - International Ops Largely Acquisition DrivenAtom…
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Daily BriefsECMIn today’s briefing: WeRide Secondary HK Offering - Is Relatively Cheaper but Lacks MomentumCIG Shanghai…
Smartkarma Daily BriefsOctober 23, 2025
Daily BriefsECMIn today’s briefing: Pony AI Secondary HK Offering - Stock Has Been Volatile, a Look…
Smartkarma Daily BriefsOctober 22, 2025
Daily BriefsECMIn today’s briefing: Sany Heavy Industries A/H IPO Pricing - Thoughts on ValuationsSany Heavy Industry…
Smartkarma Daily BriefsOctober 21, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Intel: You’re Buying Hopes of a Better 2027Tencent Holdings Ltd (TCTZF) -…
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Daily BriefsEquity Bottom-UpIn today’s briefing: Curator's Cut: Japan's Defense Drive, Asia's Vision Opportunities & US Diagnostics PicksShorting…
Smartkarma Daily BriefsOctober 27, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Emirates NBD’s Entry Redefines RBL Bank’s Growth TrajectoryTop 10 Korean Stock Picks…
Smartkarma Daily BriefsOctober 26, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Intel Q325. Solid Quarter But Still No Coherent AI Strategy & 18A…
Smartkarma Daily BriefsOctober 25, 2025
Daily BriefsEquity Bottom-UpIn today’s briefing: Zijin Gold International – World-Class Portfolio, Execution-Driven UpsideTencent/Netease: Zero for Big Names…
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Daily BriefsEquity Bottom-UpIn today’s briefing: SoftBank Soared. And This Hidden AI Power Play Could Be NextPodcast: An…
Smartkarma Daily BriefsOctober 23, 2025
Daily BriefsTMT/InternetIn today’s briefing: Ibiden (4062) Replaces Nidec (6594) In Nikkei 225 on Accounting - A…
Smartkarma Daily BriefsOctober 28, 2025
Daily BriefsTMT/InternetIn today’s briefing: Amazon.com Inc - Amazon’s Quiet Crisis: What Anthropic’s Defection Could Mean for…
Smartkarma Daily BriefsOctober 27, 2025
Daily BriefsTMT/InternetIn today’s briefing: Primer: Intrusion (INTZ US) - Oct 2025Primer: Seagate Technology Holdings PL (STX…
Smartkarma Daily BriefsOctober 26, 2025
Daily BriefsTMT/InternetIn today’s briefing: Intel Q325. Solid Quarter But Still No Coherent AI Strategy & 18A…
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Daily BriefsTMT/InternetIn today’s briefing: Quiddity Leaderboard TDIV Dec25: ~US$3bn One-Way; Some Changes to Expectations; New IdeasTencent/Netease:…
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Daily BriefsTMT/InternetIn today’s briefing: CIG Shanghai A/H Listing: Smaller A/H Premium than Larger Peers, ExpensivePony AI…
Smartkarma Daily BriefsOctober 23, 2025
ChinaDaily BriefsIn today’s briefing: WeRide HK Listing: The Investment CaseSeres Group A/H IPO Pricing - Thoughts…
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ChinaDaily BriefsIn today’s briefing: Merger Arb Mondays (27 Oct) - Dongfeng, ENN, Joy City, Minmetals, Soft99,…
Smartkarma Daily BriefsOctober 27, 2025
ChinaDaily BriefsIn today’s briefing: Asian Dividend Gems: Nameson HoldingsMonthly Chinese Tourism Tracker | Pace of Growth…
Smartkarma Daily BriefsOctober 26, 2025
ChinaDaily BriefsIn today’s briefing: Joy City (207 HK): 17th November Vote On COFCO's OfferJoy City Property…
Smartkarma Daily BriefsOctober 25, 2025
ChinaDaily BriefsIn today’s briefing: IDT (167 HK): Expect Long-Dated MGO As Major Shareholder Placed In ReceivershipZijin…
Smartkarma Daily BriefsOctober 24, 2025
ChinaDaily BriefsIn today’s briefing: WeRide Secondary HK Offering - Is Relatively Cheaper but Lacks MomentumCIG Shanghai…
Smartkarma Daily BriefsOctober 23, 2025
Daily BriefsJapanIn today’s briefing: Digital Holdings (2389 JP): SilverCape’s Hostile Competing Bid Is Met with CountermeasuresShimano…
Smartkarma Daily BriefsOctober 29, 2025
Daily BriefsJapanIn today’s briefing: Nikkei 225 Index Rebalance: 🚨Ibiden (4062 JP) To Replace Nidec (6594 JP)…
Smartkarma Daily BriefsOctober 28, 2025
Daily BriefsJapanIn today’s briefing: Tsuruha (3391 JP)/Welcia (3141 JP): Index Promotion & Passive Flows Likely Priced…
Smartkarma Daily BriefsOctober 27, 2025
Daily BriefsJapanIn today’s briefing: Soft99 Corp (4464 JP): Precedent Set but Still a Fluid OutcomeMostly) Asia-Pac…
Smartkarma Daily BriefsOctober 26, 2025
Daily BriefsJapanIn today’s briefing: Otsuka, Hirose Electric, Screen, Advantest: The Value Seeker Portfolio and NK OptionsTo…
Smartkarma Daily BriefsOctober 25, 2025
Daily BriefsJapanIn today’s briefing: - Activism Wins as MBO Bidder Pays 42.4% More for Pacific Industrial…
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Daily BriefsMacroIn today’s briefing: The Art of the Trade War: THE END OF THE BEGINNING The…
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Daily BriefsMacroIn today’s briefing: HEW: Heavy Hitters Pulling PunchesOil futures: Crude surges 5% as US sanctions…
Smartkarma Daily BriefsOctober 25, 2025
Daily BriefsMacroIn today’s briefing: A Sharp Increase in Short Selling Balance in the Korean Stock Market…
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Daily BriefsMacroIn today’s briefing: UK CPI Trips Into The FallEMERGING THEMES: China's Next 5 Year PlanOil…
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Daily BriefsMacroIn today’s briefing: The Heat Is On: News Flow and Sentiment in CHINA / HONG…
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