In today’s briefing: Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos…
Smartkarma Daily BriefsMay 23, 2024
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Tokio Marine Cross-Shareholding - At Least US$18bn of Cross-Shareholding to SellModec Placement…
Smartkarma Daily BriefsMay 22, 2024
Daily BriefsMost ReadIn today’s briefing: Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos…
Smartkarma Daily BriefsMay 21, 2024
Daily BriefsMost ReadIn today’s briefing: Yichang HEC (1558 HK): Absorption Via Speculative Scrip. AvoidFSS Head's Aggressive Remarks…
Smartkarma Daily BriefsMay 20, 2024
Daily BriefsMost ReadIn today’s briefing: CSI300 Index Rebalance Preview: Bounce in the Potential Deletes Could Be Short…
Smartkarma Daily BriefsMay 19, 2024
Daily BriefsMost ReadIn today’s briefing: L'Occitane (973.HK) Privatization - The Offer Price Is Good EnoughAlibaba (9988 HK):…
Smartkarma Daily BriefsMay 18, 2024
Daily BriefsEvent-DrivenIn today’s briefing: A Plausible Explanation for Korea NPS's Unusually Large Outflow on Local Stocks…
Smartkarma Daily BriefsMay 22, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Carlyle To Take KFC Japan (9873) Private at ¥6,500/Share - Big Win…
Smartkarma Daily BriefsMay 21, 2024
Daily BriefsEvent-DrivenIn today’s briefing: FSS Head's Aggressive Remarks for Value-Up at NY Event, Incl. Short Selling…
Smartkarma Daily BriefsMay 20, 2024
Daily BriefsEvent-DrivenIn today’s briefing: (Mostly) Asia-Pac M&A: ESR Group, I'Rom Group, S Line, Huafa Property Services,…
Smartkarma Daily BriefsMay 19, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Naspers X Prosus (NPN, PRX): Market Reacts Negatively to Appointment of CEOEQD…
Smartkarma Daily BriefsMay 18, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Sep24 Nikkei 225 Rebal - Still 1 ADD (Ryohin Keikaku), 1 DELETE,…
Smartkarma Daily BriefsMay 17, 2024
Daily BriefsECMIn today’s briefing: Postage Fraud Case Update: Guilty Plea, Asset Forfeiture, & Restitution Set at…
Smartkarma Daily BriefsApril 15, 2024
Daily BriefsECMIn today’s briefing: Baicha Baidao IPO: The Bear Case Baicha Baidao IPO: The Bear CaseBy…
Smartkarma Daily BriefsApril 13, 2024
Daily BriefsECMIn today’s briefing: Baicha Baidao IPO: The Bull CaseBharti Hexacom IPO Trading - Strong Insti…
Smartkarma Daily BriefsApril 12, 2024
Daily BriefsECMIn today’s briefing: ICTK IPO PreviewTrial to Become 5th Biggest Supermarket Post-IPO ICTK IPO PreviewBy…
Smartkarma Daily BriefsApril 11, 2024
Daily BriefsECMIn today’s briefing: HD Hyundai Marine Solution IPO Valuation AnalysisWT Micro Placement - Another Well-Flagged…
Smartkarma Daily BriefsApril 10, 2024
Daily BriefsECMIn today’s briefing: Samsung Electronics Placement - Better Timing This Time AroundAnsell Placement - Undertaking…
Smartkarma Daily BriefsApril 9, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Li Auto (LI US): 1Q24, A List of Bad NewsTech Supply Chain…
Smartkarma Daily BriefsMay 21, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: TSMC (2330.TT; TSM.US): A16 Technology Continues to Evolve in 1H27.Pinduoduo（PDD US): Growth…
Smartkarma Daily BriefsMay 20, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Indian Forensic Playbook: Guidelines to Identify and Avoid Storified StocksZen Technologies: Building…
Smartkarma Daily BriefsMay 19, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Japan Post Bank - It's like a Closed End Mutual Fund More…
Smartkarma Daily BriefsMay 18, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba (9988 HK): Core Segments Moving Into The Right DirectionTech Supply Chain…
Smartkarma Daily BriefsMay 17, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Meituan (3690 HK): Out of the Woods and Light a FireAlibaba: Our…
Smartkarma Daily BriefsMay 16, 2024
Daily BriefsTMT/InternetIn today’s briefing: Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos…
Smartkarma Daily BriefsMay 21, 2024
Daily BriefsTMT/InternetIn today’s briefing: HK Connect SOUTHBOUND Flows (To 17 May 2024); Banks, Banks, Banks, Tencent,…
Smartkarma Daily BriefsMay 20, 2024
Daily BriefsTMT/InternetIn today’s briefing: HSI June 2024 Rebal - BYD Electronics (285) ADDed, Cogard Svcs (6098)…
Smartkarma Daily BriefsMay 19, 2024
Daily BriefsTMT/InternetIn today’s briefing: : Market Finally Starting to Recognize Tencent’s ValueTech Supply Chain Tracker (18-May-2024):…
Smartkarma Daily BriefsMay 18, 2024
Daily BriefsTMT/InternetIn today’s briefing: Tech Supply Chain Tracker (17-May-2024): Microsoft China AI teams may relocate due…
Smartkarma Daily BriefsMay 17, 2024
Daily BriefsTMT/InternetIn today’s briefing: Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for JuneTech Supply Chain…
Smartkarma Daily BriefsMay 16, 2024
ChinaDaily BriefsIn today’s briefing: Naspers X Prosus (NPN, PRX): Market Reacts Negatively to Appointment of CEO:…
Smartkarma Daily BriefsMay 18, 2024
ChinaDaily BriefsIn today’s briefing: L’Occitane (973 HK): Dilemma as the Share Alternative Pre-Condition MetL'Occitane (973 HK):…
Smartkarma Daily BriefsMay 17, 2024
ChinaDaily BriefsIn today’s briefing: Meituan (3690 HK): Out of the Woods and Light a FireAlibaba: Our…
Smartkarma Daily BriefsMay 16, 2024
ChinaDaily BriefsIn today’s briefing: Tencent Q1 FY24 Results Due, a Look into What Is PricedTencent (700…
Smartkarma Daily BriefsMay 15, 2024
ChinaDaily BriefsIn today’s briefing: ESR Group (1821 HK): Offer MusingsESR Group (1821 HK): Starwood Capital and…
Smartkarma Daily BriefsMay 14, 2024
ChinaDaily BriefsIn today’s briefing: HSTECH Index Rebalance Preview: Round-Trip Trade of US$2.4bn in JuneMerger Arb Mondays…
Smartkarma Daily BriefsMay 13, 2024
Daily BriefsJapanIn today’s briefing: Last Week in Event SPACE: Japan Post, Great Eastern, Malaysia Airports, L'OccitaneDentsu…
Smartkarma Daily BriefsMay 19, 2024
Daily BriefsJapanIn today’s briefing: Japan Post Bank - It's like a Closed End Mutual Fund More…
Smartkarma Daily BriefsMay 18, 2024
Daily BriefsJapanIn today’s briefing: Sep24 Nikkei 225 Rebal - Still 1 ADD (Ryohin Keikaku), 1 DELETE,…
Smartkarma Daily BriefsMay 17, 2024
Daily BriefsJapanIn today’s briefing: Japan Post Holdings (6178) - Bigger Better Bullish Buyback With CaveatsS Line…
Smartkarma Daily BriefsMay 16, 2024
Daily BriefsJapanIn today’s briefing: YUUUGE Modec (6269) Offering To Stay Listed in TSE Prime - Effectively…
Smartkarma Daily BriefsMay 15, 2024
Daily BriefsJapanIn today’s briefing: Blackstone to Take I'rom (2372 JP) Private in MBO at ¥2800/Share (49%…
Smartkarma Daily BriefsMay 14, 2024
Daily BriefsMacroIn today’s briefing: Back Testing the End of Mandatory Lock-Up Periods Monthly Data in KoreaAsian…
Smartkarma Daily BriefsApril 24, 2024
Daily BriefsMacroIn today’s briefing: Fund Managers Are Long Commodities AgainGlobal FX: A Strong Dollar Is Not…
Smartkarma Daily BriefsApril 23, 2024
Daily BriefsMacroIn today’s briefing: Are We In For A 1970s Style Inflation Revival?What's Bothering the U.S.…
Smartkarma Daily BriefsApril 22, 2024
Daily BriefsMacroIn today’s briefing: Macro Overview: A Review of Recent Events Impacting Our Investment Themes Macro…
Smartkarma Daily BriefsApril 21, 2024
Daily BriefsMacroIn today’s briefing: The Liquidity ‘Air Pocket’: A Short Update After US Tax Filing-WeekGlobal Funds…
Smartkarma Daily BriefsApril 20, 2024
Daily BriefsMacroIn today’s briefing: EM Gold Rush: The pressure valve amid Asian FX debasement risks?5 Things…
Smartkarma Daily BriefsApril 19, 2024
Daily BriefsMost ReadIn today’s briefing: Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos…
Smartkarma Daily BriefsMay 23, 2024
Daily BriefsMost ReadIn today’s briefing: Tokio Marine Cross-Shareholding - At Least US$18bn of Cross-Shareholding to SellModec Placement…
Smartkarma Daily BriefsMay 22, 2024
Daily BriefsMost ReadIn today’s briefing: Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos…
Smartkarma Daily BriefsMay 21, 2024
Daily BriefsMost ReadIn today’s briefing: Yichang HEC (1558 HK): Absorption Via Speculative Scrip. AvoidFSS Head's Aggressive Remarks…
Smartkarma Daily BriefsMay 20, 2024
Daily BriefsMost ReadIn today’s briefing: CSI300 Index Rebalance Preview: Bounce in the Potential Deletes Could Be Short…
Smartkarma Daily BriefsMay 19, 2024
Daily BriefsMost ReadIn today’s briefing: L'Occitane (973.HK) Privatization - The Offer Price Is Good EnoughAlibaba (9988 HK):…
Smartkarma Daily BriefsMay 18, 2024
Daily BriefsEvent-DrivenIn today’s briefing: A Plausible Explanation for Korea NPS's Unusually Large Outflow on Local Stocks…
Smartkarma Daily BriefsMay 22, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Carlyle To Take KFC Japan (9873) Private at ¥6,500/Share - Big Win…
Smartkarma Daily BriefsMay 21, 2024
Daily BriefsEvent-DrivenIn today’s briefing: FSS Head's Aggressive Remarks for Value-Up at NY Event, Incl. Short Selling…
Smartkarma Daily BriefsMay 20, 2024
Daily BriefsEvent-DrivenIn today’s briefing: (Mostly) Asia-Pac M&A: ESR Group, I'Rom Group, S Line, Huafa Property Services,…
Smartkarma Daily BriefsMay 19, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Naspers X Prosus (NPN, PRX): Market Reacts Negatively to Appointment of CEOEQD…
Smartkarma Daily BriefsMay 18, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Sep24 Nikkei 225 Rebal - Still 1 ADD (Ryohin Keikaku), 1 DELETE,…
Smartkarma Daily BriefsMay 17, 2024
Daily BriefsECMIn today’s briefing: Postage Fraud Case Update: Guilty Plea, Asset Forfeiture, & Restitution Set at…
Smartkarma Daily BriefsApril 15, 2024
Daily BriefsECMIn today’s briefing: Baicha Baidao IPO: The Bear Case Baicha Baidao IPO: The Bear CaseBy…
Smartkarma Daily BriefsApril 13, 2024
Daily BriefsECMIn today’s briefing: Baicha Baidao IPO: The Bull CaseBharti Hexacom IPO Trading - Strong Insti…
Smartkarma Daily BriefsApril 12, 2024
Daily BriefsECMIn today’s briefing: ICTK IPO PreviewTrial to Become 5th Biggest Supermarket Post-IPO ICTK IPO PreviewBy…
Smartkarma Daily BriefsApril 11, 2024
Daily BriefsECMIn today’s briefing: HD Hyundai Marine Solution IPO Valuation AnalysisWT Micro Placement - Another Well-Flagged…
Smartkarma Daily BriefsApril 10, 2024
Daily BriefsECMIn today’s briefing: Samsung Electronics Placement - Better Timing This Time AroundAnsell Placement - Undertaking…
Smartkarma Daily BriefsApril 9, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Li Auto (LI US): 1Q24, A List of Bad NewsTech Supply Chain…
Smartkarma Daily BriefsMay 21, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: TSMC (2330.TT; TSM.US): A16 Technology Continues to Evolve in 1H27.Pinduoduo（PDD US): Growth…
Smartkarma Daily BriefsMay 20, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Indian Forensic Playbook: Guidelines to Identify and Avoid Storified StocksZen Technologies: Building…
Smartkarma Daily BriefsMay 19, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Japan Post Bank - It's like a Closed End Mutual Fund More…
Smartkarma Daily BriefsMay 18, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Alibaba (9988 HK): Core Segments Moving Into The Right DirectionTech Supply Chain…
Smartkarma Daily BriefsMay 17, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Meituan (3690 HK): Out of the Woods and Light a FireAlibaba: Our…
Smartkarma Daily BriefsMay 16, 2024
Daily BriefsTMT/InternetIn today’s briefing: Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos…
Smartkarma Daily BriefsMay 21, 2024
Daily BriefsTMT/InternetIn today’s briefing: HK Connect SOUTHBOUND Flows (To 17 May 2024); Banks, Banks, Banks, Tencent,…
Smartkarma Daily BriefsMay 20, 2024
Daily BriefsTMT/InternetIn today’s briefing: HSI June 2024 Rebal - BYD Electronics (285) ADDed, Cogard Svcs (6098)…
Smartkarma Daily BriefsMay 19, 2024
Daily BriefsTMT/InternetIn today’s briefing: : Market Finally Starting to Recognize Tencent’s ValueTech Supply Chain Tracker (18-May-2024):…
Smartkarma Daily BriefsMay 18, 2024
Daily BriefsTMT/InternetIn today’s briefing: Tech Supply Chain Tracker (17-May-2024): Microsoft China AI teams may relocate due…
Smartkarma Daily BriefsMay 17, 2024
Daily BriefsTMT/InternetIn today’s briefing: Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for JuneTech Supply Chain…
Smartkarma Daily BriefsMay 16, 2024
ChinaDaily BriefsIn today’s briefing: Naspers X Prosus (NPN, PRX): Market Reacts Negatively to Appointment of CEO:…
Smartkarma Daily BriefsMay 18, 2024
ChinaDaily BriefsIn today’s briefing: L’Occitane (973 HK): Dilemma as the Share Alternative Pre-Condition MetL'Occitane (973 HK):…
Smartkarma Daily BriefsMay 17, 2024
ChinaDaily BriefsIn today’s briefing: Meituan (3690 HK): Out of the Woods and Light a FireAlibaba: Our…
Smartkarma Daily BriefsMay 16, 2024
ChinaDaily BriefsIn today’s briefing: Tencent Q1 FY24 Results Due, a Look into What Is PricedTencent (700…
Smartkarma Daily BriefsMay 15, 2024
ChinaDaily BriefsIn today’s briefing: ESR Group (1821 HK): Offer MusingsESR Group (1821 HK): Starwood Capital and…
Smartkarma Daily BriefsMay 14, 2024
ChinaDaily BriefsIn today’s briefing: HSTECH Index Rebalance Preview: Round-Trip Trade of US$2.4bn in JuneMerger Arb Mondays…
Smartkarma Daily BriefsMay 13, 2024
Daily BriefsJapanIn today’s briefing: Last Week in Event SPACE: Japan Post, Great Eastern, Malaysia Airports, L'OccitaneDentsu…
Smartkarma Daily BriefsMay 19, 2024
Daily BriefsJapanIn today’s briefing: Japan Post Bank - It's like a Closed End Mutual Fund More…
Smartkarma Daily BriefsMay 18, 2024
Daily BriefsJapanIn today’s briefing: Sep24 Nikkei 225 Rebal - Still 1 ADD (Ryohin Keikaku), 1 DELETE,…
Smartkarma Daily BriefsMay 17, 2024
Daily BriefsJapanIn today’s briefing: Japan Post Holdings (6178) - Bigger Better Bullish Buyback With CaveatsS Line…
Smartkarma Daily BriefsMay 16, 2024
Daily BriefsJapanIn today’s briefing: YUUUGE Modec (6269) Offering To Stay Listed in TSE Prime - Effectively…
Smartkarma Daily BriefsMay 15, 2024
Daily BriefsJapanIn today’s briefing: Blackstone to Take I'rom (2372 JP) Private in MBO at ¥2800/Share (49%…
Smartkarma Daily BriefsMay 14, 2024
Daily BriefsMacroIn today’s briefing: Back Testing the End of Mandatory Lock-Up Periods Monthly Data in KoreaAsian…
Smartkarma Daily BriefsApril 24, 2024
Daily BriefsMacroIn today’s briefing: Fund Managers Are Long Commodities AgainGlobal FX: A Strong Dollar Is Not…
Smartkarma Daily BriefsApril 23, 2024
Daily BriefsMacroIn today’s briefing: Are We In For A 1970s Style Inflation Revival?What's Bothering the U.S.…
Smartkarma Daily BriefsApril 22, 2024
Daily BriefsMacroIn today’s briefing: Macro Overview: A Review of Recent Events Impacting Our Investment Themes Macro…
Smartkarma Daily BriefsApril 21, 2024
Daily BriefsMacroIn today’s briefing: The Liquidity ‘Air Pocket’: A Short Update After US Tax Filing-WeekGlobal Funds…
Smartkarma Daily BriefsApril 20, 2024
Daily BriefsMacroIn today’s briefing: EM Gold Rush: The pressure valve amid Asian FX debasement risks?5 Things…
Smartkarma Daily BriefsApril 19, 2024
