In today’s briefing: IDX30/LQ45/IDX80 Index Rebalance: BIG Flows for Some StocksChiNext/ChiNext50 Index Rebalance Preview: Plenty…
Smartkarma Daily BriefsMay 5, 2024
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: RMB Dual Counter Trading Is Coming - This Changes AH RelationshipsKOSPI200 Index…
Smartkarma Daily BriefsMay 4, 2024
Daily BriefsMost ReadIn today’s briefing: Tax-Loss Selling in Australia 2024 - Historical Analysis and A Trade BasketASX200…
Smartkarma Daily BriefsMay 3, 2024
Daily BriefsMost ReadIn today’s briefing: Tax-Loss Selling in Australia 2024 - Historical Analysis and A Trade BasketLeading…
Smartkarma Daily BriefsMay 2, 2024
Daily BriefsMost ReadIn today’s briefing: IDX30/LQ45/IDX80 Index Rebalance: BIG Flows for Some StocksMay Lockup Release & April…
Smartkarma Daily BriefsMay 1, 2024
Daily BriefsMost ReadIn today’s briefing: STAR100 Index Rebalance Preview: 10 Changes as Potential Adds OutperformIndia: Potential Free…
Smartkarma Daily BriefsApril 30, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Updated Tool (30Apr24) & "Diff File Generator" For TSE "Mgmt Conscious of…
Smartkarma Daily BriefsMay 4, 2024
Daily BriefsEvent-DrivenIn today’s briefing: NPS Confirms Reference Portfolio & Risky Assets Upweight: Implications for Value-Up StocksAustal…
Smartkarma Daily BriefsMay 3, 2024
Daily BriefsEvent-DrivenIn today’s briefing: JR West (9021 JP) - Shareholder Structure Means Large-Ish Buyback Could Have…
Smartkarma Daily BriefsMay 2, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Tax-Loss Selling in Australia 2024 - Historical Analysis and A Trade BasketLeading…
Smartkarma Daily BriefsMay 1, 2024
Daily BriefsEvent-DrivenIn today’s briefing: L’Occitane (973 HK): Conditional VGO at HK$34Carlyle Reportedly To Buy KFC Japan…
Smartkarma Daily BriefsApril 30, 2024
Daily BriefsEvent-DrivenIn today’s briefing: HD Hyundai Marine Solution (443060 KS) IPO: No Passive Buying Near-TermMerger Arb…
Smartkarma Daily BriefsApril 29, 2024
Daily BriefsECMIn today’s briefing: Avianca – Bridging 2024 Prospects with a Little Help from LATAM Avianca…
Smartkarma Daily BriefsMarch 24, 2024
Daily BriefsECMIn today’s briefing: Baishan Cloud IPO Preview: Break-Even Is Likely To Be Achieved in 2024…
Smartkarma Daily BriefsMarch 22, 2024
Daily BriefsECMIn today’s briefing: Trial Holdings IPO: Trading DebutAkeso Biopharma Placement (9926.HK) - Would Investors Be…
Smartkarma Daily BriefsMarch 21, 2024
Daily BriefsECMIn today’s briefing: Aditya Birla Sun Life AMC OFS - Share Price Has Corrected in…
Smartkarma Daily BriefsMarch 20, 2024
Daily BriefsECMIn today’s briefing: TCS US$1.1bn Placement - Relatively Small but Isn’t Well Flagged, Could Have…
Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsECMIn today’s briefing: ECM Weekly (18th Mar 2024) - ITC, Interglobe (Indigo), MS&AD, GlobalWafer, Belle,…
Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Bukalapak (BUKA IJ) - Eureka Moment with Better Visibility AheadEarnings Playbook |…
Smartkarma Daily BriefsMay 3, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: AMD. It's A Marathon, Not A SprintAmazon 1Q'24 UpdatePeptidream (4587 JP): Steadily…
Smartkarma Daily BriefsMay 2, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Keisei Electric Rail (9009): For Relative Value TradeHDFC Bank (HDFCB): Looking Beyond…
Smartkarma Daily BriefsMay 1, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Fuyao Glass (3606 HK): Global Champion Benefiting From Structural UptrendMonthly Chinese Tourism…
Smartkarma Daily BriefsApril 30, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Sumitomo Chemical (4005): Potential Posterchild of Japan's ResurgenceTaiwan Dual-Listings Monitor: TSMC &…
Smartkarma Daily BriefsApril 29, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Memory Monitor: What SK Hynix Sees For PC and Server Markets Ahead;…
Smartkarma Daily BriefsApril 28, 2024
Daily BriefsTMT/InternetIn today’s briefing: BABA's Babies: They're All Grown Now! Weibo the Twitter of ChinaKey Insights…
Smartkarma Daily BriefsMay 3, 2024
Daily BriefsTMT/InternetIn today’s briefing: AMD. It's A Marathon, Not A SprintAmazon 1Q'24 UpdateKOSDAQ150 Index Rebalance Preview:…
Smartkarma Daily BriefsMay 2, 2024
Daily BriefsTMT/InternetIn today’s briefing: Tech Supply Chain Tracker (30-Apr-2024): AI server cooling: liquid & air solutionsAlpha…
Smartkarma Daily BriefsMay 1, 2024
Daily BriefsTMT/InternetIn today’s briefing: Mimasu Semiconductor (8155 JP): Shin-Etsu (4063 JP)’s Pre-Conditional Tender OfferTech Supply Chain…
Smartkarma Daily BriefsApril 30, 2024
Daily BriefsTMT/InternetIn today’s briefing: MBK's ConnectWave Tender Offer: Details & Trading AnglesConnect Wave: Tender Offer of…
Smartkarma Daily BriefsApril 29, 2024
Daily BriefsTMT/InternetIn today’s briefing: Roland DG (6789 JP): Taiyo Bumps as Brother (6448 JP) Now Faces…
Smartkarma Daily BriefsApril 28, 2024
ChinaDaily BriefsIn today’s briefing: L’Occitane (973 HK): Conditional VGO at HK$34L'Occitane (973 HK): Geiger's $34/Share OfferNPN…
Smartkarma Daily BriefsApril 30, 2024
ChinaDaily BriefsIn today’s briefing: Tencent/Netease: Game Approval Rotate to Netease in AprilChina Healthcare Weekly (Apr.28)-TCM Formula…
Smartkarma Daily BriefsApril 29, 2024
ChinaDaily BriefsIn today’s briefing: HK Connect SOUTHBOUND Flows (To 26 Apr 2024); Strong Net Buying on…
Smartkarma Daily BriefsApril 28, 2024
ChinaDaily BriefsIn today’s briefing: Asian Dividend Gems: Eagle Nice International HoldingsTikTok Shop Faces Regulatory Hurdles in…
Smartkarma Daily BriefsApril 27, 2024
ChinaDaily BriefsIn today’s briefing: Revisiting China Merchants Ports (144 HK)China Resources Beverage (Holdings) Pre-IPO TearsheetMorning Views…
Smartkarma Daily BriefsApril 26, 2024
ChinaDaily BriefsIn today’s briefing: HK REITs Re-Rate On Southbound InclusionHSCI Index Rebalance Preview: Robosense (2498 HK)…
Smartkarma Daily BriefsApril 25, 2024
Daily BriefsJapanIn today’s briefing: Keisei Electric Rail (9009): For Relative Value TradeSumitomo Chemical (4005): Up Is…
Smartkarma Daily BriefsMay 1, 2024
Daily BriefsJapanIn today’s briefing: Carlyle Reportedly To Buy KFC Japan (9873) From MitCorp (8058) - Deal…
Smartkarma Daily BriefsApril 30, 2024
Daily BriefsJapanIn today’s briefing: Sumitomo Chemical (4005): Potential Posterchild of Japan's ResurgenceECM Weekly (29th Apr 2024)…
Smartkarma Daily BriefsApril 29, 2024
Daily BriefsJapanIn today’s briefing: Roland DG (6789 JP): Taiyo Bumps as Brother (6448 JP) Now Faces…
Smartkarma Daily BriefsApril 28, 2024
Daily BriefsJapanIn today’s briefing: Taiyo Pacific Overbids Brother for Roland DG (6789)Fanuc (6954 JP): Guidance Points…
Smartkarma Daily BriefsApril 27, 2024
Daily BriefsJapanIn today’s briefing: Activist Palliser Re-Engages on Keisei Electric (9009) But The Oppty Remains Unconvincing18yrs…
Smartkarma Daily BriefsApril 26, 2024
Daily BriefsMacroIn today’s briefing: Dominant US Crude Production Has Transformed the Importance and Size of Strategic…
Smartkarma Daily BriefsApril 5, 2024
Daily BriefsMacroIn today’s briefing: Macro Regime Indicator: From Stealth QE to Stealth QTRising Geopolitical Tensions Propel…
Smartkarma Daily BriefsApril 4, 2024
Daily BriefsMacroIn today’s briefing: Technically Speaking: Japan Meets Resistance and Hong Kong Finally Breaks DowntrendChina Economics:…
Smartkarma Daily BriefsApril 3, 2024
Daily BriefsMacroIn today’s briefing: Gold's Next Leg Up And Why It MattersWhat the Baltimore Bride Collapse…
Smartkarma Daily BriefsApril 2, 2024
Daily BriefsMacroIn today’s briefing: Is a Major RMB Depreciation on the Cards?The Stock Market's Q2 ChallengesSecondary…
Smartkarma Daily BriefsApril 1, 2024
Daily BriefsMacroIn today’s briefing: China Blues, Bitcoin Booms!Whither the Yen?Commodities Focus: Without Counter-Measures, Oil Headed to…
Smartkarma Daily BriefsMarch 30, 2024
Daily BriefsMost ReadIn today’s briefing: IDX30/LQ45/IDX80 Index Rebalance: BIG Flows for Some StocksChiNext/ChiNext50 Index Rebalance Preview: Plenty…
Smartkarma Daily BriefsMay 5, 2024
Daily BriefsMost ReadIn today’s briefing: RMB Dual Counter Trading Is Coming - This Changes AH RelationshipsKOSPI200 Index…
Smartkarma Daily BriefsMay 4, 2024
Daily BriefsMost ReadIn today’s briefing: Tax-Loss Selling in Australia 2024 - Historical Analysis and A Trade BasketASX200…
Smartkarma Daily BriefsMay 3, 2024
Daily BriefsMost ReadIn today’s briefing: Tax-Loss Selling in Australia 2024 - Historical Analysis and A Trade BasketLeading…
Smartkarma Daily BriefsMay 2, 2024
Daily BriefsMost ReadIn today’s briefing: IDX30/LQ45/IDX80 Index Rebalance: BIG Flows for Some StocksMay Lockup Release & April…
Smartkarma Daily BriefsMay 1, 2024
Daily BriefsMost ReadIn today’s briefing: STAR100 Index Rebalance Preview: 10 Changes as Potential Adds OutperformIndia: Potential Free…
Smartkarma Daily BriefsApril 30, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Updated Tool (30Apr24) & "Diff File Generator" For TSE "Mgmt Conscious of…
Smartkarma Daily BriefsMay 4, 2024
Daily BriefsEvent-DrivenIn today’s briefing: NPS Confirms Reference Portfolio & Risky Assets Upweight: Implications for Value-Up StocksAustal…
Smartkarma Daily BriefsMay 3, 2024
Daily BriefsEvent-DrivenIn today’s briefing: JR West (9021 JP) - Shareholder Structure Means Large-Ish Buyback Could Have…
Smartkarma Daily BriefsMay 2, 2024
Daily BriefsEvent-DrivenIn today’s briefing: Tax-Loss Selling in Australia 2024 - Historical Analysis and A Trade BasketLeading…
Smartkarma Daily BriefsMay 1, 2024
Daily BriefsEvent-DrivenIn today’s briefing: L’Occitane (973 HK): Conditional VGO at HK$34Carlyle Reportedly To Buy KFC Japan…
Smartkarma Daily BriefsApril 30, 2024
Daily BriefsEvent-DrivenIn today’s briefing: HD Hyundai Marine Solution (443060 KS) IPO: No Passive Buying Near-TermMerger Arb…
Smartkarma Daily BriefsApril 29, 2024
Daily BriefsECMIn today’s briefing: Avianca – Bridging 2024 Prospects with a Little Help from LATAM Avianca…
Smartkarma Daily BriefsMarch 24, 2024
Daily BriefsECMIn today’s briefing: Baishan Cloud IPO Preview: Break-Even Is Likely To Be Achieved in 2024…
Smartkarma Daily BriefsMarch 22, 2024
Daily BriefsECMIn today’s briefing: Trial Holdings IPO: Trading DebutAkeso Biopharma Placement (9926.HK) - Would Investors Be…
Smartkarma Daily BriefsMarch 21, 2024
Daily BriefsECMIn today’s briefing: Aditya Birla Sun Life AMC OFS - Share Price Has Corrected in…
Smartkarma Daily BriefsMarch 20, 2024
Daily BriefsECMIn today’s briefing: TCS US$1.1bn Placement - Relatively Small but Isn’t Well Flagged, Could Have…
Smartkarma Daily BriefsMarch 19, 2024
Daily BriefsECMIn today’s briefing: ECM Weekly (18th Mar 2024) - ITC, Interglobe (Indigo), MS&AD, GlobalWafer, Belle,…
Smartkarma Daily BriefsMarch 18, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Bukalapak (BUKA IJ) - Eureka Moment with Better Visibility AheadEarnings Playbook |…
Smartkarma Daily BriefsMay 3, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: AMD. It's A Marathon, Not A SprintAmazon 1Q'24 UpdatePeptidream (4587 JP): Steadily…
Smartkarma Daily BriefsMay 2, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Keisei Electric Rail (9009): For Relative Value TradeHDFC Bank (HDFCB): Looking Beyond…
Smartkarma Daily BriefsMay 1, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Fuyao Glass (3606 HK): Global Champion Benefiting From Structural UptrendMonthly Chinese Tourism…
Smartkarma Daily BriefsApril 30, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Sumitomo Chemical (4005): Potential Posterchild of Japan's ResurgenceTaiwan Dual-Listings Monitor: TSMC &…
Smartkarma Daily BriefsApril 29, 2024
Daily BriefsEquity Bottom-UpIn today’s briefing: Memory Monitor: What SK Hynix Sees For PC and Server Markets Ahead;…
Smartkarma Daily BriefsApril 28, 2024
Daily BriefsTMT/InternetIn today’s briefing: BABA's Babies: They're All Grown Now! Weibo the Twitter of ChinaKey Insights…
Smartkarma Daily BriefsMay 3, 2024
Daily BriefsTMT/InternetIn today’s briefing: AMD. It's A Marathon, Not A SprintAmazon 1Q'24 UpdateKOSDAQ150 Index Rebalance Preview:…
Smartkarma Daily BriefsMay 2, 2024
Daily BriefsTMT/InternetIn today’s briefing: Tech Supply Chain Tracker (30-Apr-2024): AI server cooling: liquid & air solutionsAlpha…
Smartkarma Daily BriefsMay 1, 2024
Daily BriefsTMT/InternetIn today’s briefing: Mimasu Semiconductor (8155 JP): Shin-Etsu (4063 JP)’s Pre-Conditional Tender OfferTech Supply Chain…
Smartkarma Daily BriefsApril 30, 2024
Daily BriefsTMT/InternetIn today’s briefing: MBK's ConnectWave Tender Offer: Details & Trading AnglesConnect Wave: Tender Offer of…
Smartkarma Daily BriefsApril 29, 2024
Daily BriefsTMT/InternetIn today’s briefing: Roland DG (6789 JP): Taiyo Bumps as Brother (6448 JP) Now Faces…
Smartkarma Daily BriefsApril 28, 2024
ChinaDaily BriefsIn today’s briefing: L’Occitane (973 HK): Conditional VGO at HK$34L'Occitane (973 HK): Geiger's $34/Share OfferNPN…
Smartkarma Daily BriefsApril 30, 2024
ChinaDaily BriefsIn today’s briefing: Tencent/Netease: Game Approval Rotate to Netease in AprilChina Healthcare Weekly (Apr.28)-TCM Formula…
Smartkarma Daily BriefsApril 29, 2024
ChinaDaily BriefsIn today’s briefing: HK Connect SOUTHBOUND Flows (To 26 Apr 2024); Strong Net Buying on…
Smartkarma Daily BriefsApril 28, 2024
ChinaDaily BriefsIn today’s briefing: Asian Dividend Gems: Eagle Nice International HoldingsTikTok Shop Faces Regulatory Hurdles in…
Smartkarma Daily BriefsApril 27, 2024
ChinaDaily BriefsIn today’s briefing: Revisiting China Merchants Ports (144 HK)China Resources Beverage (Holdings) Pre-IPO TearsheetMorning Views…
Smartkarma Daily BriefsApril 26, 2024
ChinaDaily BriefsIn today’s briefing: HK REITs Re-Rate On Southbound InclusionHSCI Index Rebalance Preview: Robosense (2498 HK)…
Smartkarma Daily BriefsApril 25, 2024
Daily BriefsJapanIn today’s briefing: Keisei Electric Rail (9009): For Relative Value TradeSumitomo Chemical (4005): Up Is…
Smartkarma Daily BriefsMay 1, 2024
Daily BriefsJapanIn today’s briefing: Carlyle Reportedly To Buy KFC Japan (9873) From MitCorp (8058) - Deal…
Smartkarma Daily BriefsApril 30, 2024
Daily BriefsJapanIn today’s briefing: Sumitomo Chemical (4005): Potential Posterchild of Japan's ResurgenceECM Weekly (29th Apr 2024)…
Smartkarma Daily BriefsApril 29, 2024
Daily BriefsJapanIn today’s briefing: Roland DG (6789 JP): Taiyo Bumps as Brother (6448 JP) Now Faces…
Smartkarma Daily BriefsApril 28, 2024
Daily BriefsJapanIn today’s briefing: Taiyo Pacific Overbids Brother for Roland DG (6789)Fanuc (6954 JP): Guidance Points…
Smartkarma Daily BriefsApril 27, 2024
Daily BriefsJapanIn today’s briefing: Activist Palliser Re-Engages on Keisei Electric (9009) But The Oppty Remains Unconvincing18yrs…
Smartkarma Daily BriefsApril 26, 2024
Daily BriefsMacroIn today’s briefing: Dominant US Crude Production Has Transformed the Importance and Size of Strategic…
Smartkarma Daily BriefsApril 5, 2024
Daily BriefsMacroIn today’s briefing: Macro Regime Indicator: From Stealth QE to Stealth QTRising Geopolitical Tensions Propel…
Smartkarma Daily BriefsApril 4, 2024
Daily BriefsMacroIn today’s briefing: Technically Speaking: Japan Meets Resistance and Hong Kong Finally Breaks DowntrendChina Economics:…
Smartkarma Daily BriefsApril 3, 2024
Daily BriefsMacroIn today’s briefing: Gold's Next Leg Up And Why It MattersWhat the Baltimore Bride Collapse…
Smartkarma Daily BriefsApril 2, 2024
Daily BriefsMacroIn today’s briefing: Is a Major RMB Depreciation on the Cards?The Stock Market's Q2 ChallengesSecondary…
Smartkarma Daily BriefsApril 1, 2024
Daily BriefsMacroIn today’s briefing: China Blues, Bitcoin Booms!Whither the Yen?Commodities Focus: Without Counter-Measures, Oil Headed to…
Smartkarma Daily BriefsMarch 30, 2024
