In today’s briefing: Korea Value-Up Guidelines Release Date Is Set for May 2ndHD Hyundai Marine…
Smartkarma Daily BriefsApril 29, 2024
Key Insights From The Network, Summarised Daily
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Daily BriefsMost ReadIn today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownS&P/ASX Index Rebalance Preview: Potential Changes…
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Daily BriefsMost ReadIn today’s briefing: STAR50 Index Rebalance Preview: APT Medical Moving HigherWhy Tesla Shows Post Results…
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Daily BriefsEvent-DrivenIn today’s briefing: Roland DG (6789 JP): Taiyo Bumps as Brother (6448 JP) Now Faces…
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Daily BriefsEvent-DrivenIn today’s briefing: HK REITs Re-Rate On Southbound InclusionIDX30/LQ45/IDX80 Index Rebalance: BIG Flows for Some…
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Daily BriefsEvent-DrivenDaily Brief Event-Driven: Find Out When HMM’s Upcoming Early Redemption Requests Might Drop and more
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Daily BriefsEvent-DrivenIn today’s briefing: RMB Dual Counter Trading Is Coming - This Changes AH RelationshipsJardine Cycle…
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Daily BriefsEquity Bottom-UpIn today’s briefing: Elite Commercial REIT: Essential Assets at an Attractive YieldPasona (2168) - Tuesday,…
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Daily BriefsEquity Bottom-UpIn today’s briefing: BYD (1211 HK) 1Q24 Preview: No Concern for Slow Quarter, To Achieve…
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Daily BriefsEquity Bottom-UpIn today’s briefing: TSMC Just Provided Substantial Visibility into Their Long-Term Growth Estimate; ASML Adds…
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Daily BriefsTMT/InternetIn today’s briefing: Taiyo Pacific Overbids Brother for Roland DG (6789)Intel. Just Check Back In…
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ChinaDaily BriefsIn today’s briefing: JD.com (JD US / 9618 HK): Announced 2.8% Share Buyback In 1Q24…
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ChinaDaily BriefsIn today’s briefing: Perfect Medical: Post Card From HK, Yield of 11.5%Upcoming Mobvoi’s Debut: Downsized…
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Daily BriefsJapanIn today’s briefing: Nikon (7731) - Beware The Bloomberg Headline But There's Value HereFanuc (6954)…
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Daily BriefsJapanIn today’s briefing: Pasona (2168) - Tuesday, Jan 23, 2024Nidec (6594) | More EV LossesGolden…
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Daily BriefsJapanIn today’s briefing: Roland DG (6789 JP): Taiyo Mulling Three Options or Is It?Investor Activism…
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Daily BriefsJapanIn today’s briefing: Last Week in Event SPACE: Pasona/Benefit One, Hang Lung Properties, Hollysys, Azure…
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Daily BriefsMost ReadIn today’s briefing: Korea Value-Up Guidelines Release Date Is Set for May 2ndHD Hyundai Marine…
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Daily BriefsMost ReadIn today’s briefing: SET50 Index Rebalance Preview: Three Potential Changes in JuneHSCI Index Rebalance Preview:…
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Daily BriefsMost ReadIn today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownS&P/ASX Index Rebalance Preview: Potential Changes…
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Daily BriefsMost ReadIn today’s briefing: Denso's Big Multi-Year Toyota Industries (6201) SelldownIDX30/LQ45/IDX80 Index Rebalance: BIG Flows for…
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Daily BriefsMost ReadIn today’s briefing: STAR50 Index Rebalance Preview: APT Medical Moving HigherWhy Tesla Shows Post Results…
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Daily BriefsMost ReadIn today’s briefing: J&T Global Express (1519 HK): The US$9.9 Billion Lock up ExpiryUpdated TOPIX…
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Daily BriefsEvent-DrivenIn today’s briefing: Roland DG (6789 JP): Taiyo Bumps as Brother (6448 JP) Now Faces…
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Daily BriefsEvent-DrivenIn today’s briefing: HK REITs Re-Rate On Southbound InclusionIDX30/LQ45/IDX80 Index Rebalance: BIG Flows for Some…
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Daily BriefsEvent-DrivenDaily Brief Event-Driven: Find Out When HMM’s Upcoming Early Redemption Requests Might Drop and more
In today’s briefing: Find Out When HMM's Upcoming Early Redemption Requests Might DropTiantan (600161CH) To…
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Daily BriefsEvent-DrivenIn today’s briefing: RMB Dual Counter Trading Is Coming - This Changes AH RelationshipsJardine Cycle…
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Daily BriefsECMIn today’s briefing: Astera Labs IPO Valuation AnalysisMigao Group IPO - Last Listing Didn’t Do…
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Daily BriefsECMIn today’s briefing: ITC $2bn Placement - Very Well Flagged but Still Won’t Be an…
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Daily BriefsEquity Bottom-UpIn today’s briefing: BYD (1211 HK) 1Q24 Preview: No Concern for Slow Quarter, To Achieve…
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Daily BriefsEquity Bottom-UpIn today’s briefing: TSMC Just Provided Substantial Visibility into Their Long-Term Growth Estimate; ASML Adds…
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Daily BriefsTMT/InternetIn today’s briefing: Taiyo Pacific Overbids Brother for Roland DG (6789)Intel. Just Check Back In…
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Daily BriefsTMT/InternetIn today’s briefing: 18yrs Later, Shin-Etsu Chem Takes Out Sub Mimasu Semi (8155) - Cheap…
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Daily BriefsTMT/InternetIn today’s briefing: HSCI Index Rebalance Preview: Robosense (2498 HK) Could Be Added in JuneUMC…
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Daily BriefsTMT/InternetIn today’s briefing: Horizon Robotics Pre-IPO - The Positives - Rapid Revenue GrowthWhy Tesla Shows…
Smartkarma Daily BriefsApril 24, 2024
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Daily BriefsTMT/InternetIn today’s briefing: Merger Arb Mondays (22 Apr) - Shinko, Inageya, C&F Logistics, Hollysys, Azure,…
Smartkarma Daily BriefsApril 22, 2024
ChinaDaily BriefsIn today’s briefing: Anta/Li Ning/Xtep: China Sportswear 1Q24 UpdateHorizon Robotics Pre-IPO - The Positives -…
Smartkarma Daily BriefsApril 24, 2024
ChinaDaily BriefsIn today’s briefing: RMB Dual Counter Trading Is Coming - This Changes AH RelationshipsHK Connect…
Smartkarma Daily BriefsApril 23, 2024
ChinaDaily BriefsIn today’s briefing: JD.com (JD US / 9618 HK): Announced 2.8% Share Buyback In 1Q24…
Smartkarma Daily BriefsApril 22, 2024
ChinaDaily BriefsIn today’s briefing: China Tourism Group Duty Free (1880 HK): Headwinds PersistPullback Underway; Further Downside…
Smartkarma Daily BriefsApril 20, 2024
ChinaDaily BriefsIn today’s briefing: Perfect Medical: Post Card From HK, Yield of 11.5%Upcoming Mobvoi’s Debut: Downsized…
Smartkarma Daily BriefsApril 19, 2024
ChinaDaily BriefsIn today’s briefing: Hang Lung Group: Thoughts On HLP's Scrip DividendHang Lung Properties (101 HK):…
Smartkarma Daily BriefsApril 18, 2024
Daily BriefsJapanIn today’s briefing: Nikon (7731) - Beware The Bloomberg Headline But There's Value HereFanuc (6954)…
Smartkarma Daily BriefsApril 25, 2024
Daily BriefsJapanIn today’s briefing: Pasona (2168) - Tuesday, Jan 23, 2024Nidec (6594) | More EV LossesGolden…
Smartkarma Daily BriefsApril 24, 2024
Daily BriefsJapanIn today’s briefing: Roland DG (6789 JP): Taiyo Mulling Three Options or Is It?Investor Activism…
Smartkarma Daily BriefsApril 23, 2024
Daily BriefsJapanIn today’s briefing: Merger Arb Mondays (22 Apr) - Shinko, Inageya, C&F Logistics, Hollysys, Azure,…
Smartkarma Daily BriefsApril 22, 2024
Daily BriefsJapanIn today’s briefing: Last Week in Event SPACE: Pasona/Benefit One, Hang Lung Properties, Hollysys, Azure…
Smartkarma Daily BriefsApril 21, 2024
Daily BriefsJapanIn today’s briefing: Potential Domestic Rate Hike Impacts Highlighted in the BoJ’s Latest Financial System…
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Daily BriefsMacroIn today’s briefing: Reflation Watch: Has Japan turned a page, and have markets gotten ahead…
Smartkarma Daily BriefsMarch 29, 2024
Daily BriefsMacroIn today’s briefing: 5 Things We Watch – Cyclicals, Baltimore Bridge, ECB, USDJPY & SentimentCX…
Smartkarma Daily BriefsMarch 28, 2024
Daily BriefsMacroIn today’s briefing: Energy Cable #62: Biden is selling crude straddles, while something is cooking…
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Daily BriefsMacroIn today’s briefing: Latest Fed Policy Guidance Signals Green Light for Melt-Up in US Risky…
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Daily BriefsMacroIn today’s briefing: CX Daily: U.S. Watchdog Fines Three KPMG China Partners for Audit ViolationsWalker’s…
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