In today’s briefing: Gold Miners ETF (GDX US): Further Capping Pushes Trade to Over US$12.5bnSun…
Smartkarma Daily BriefsSeptember 13, 2025
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Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: The Sony Financial Spinoff - 'Maybe' BUYBACK Complicates PlanningGold Miners ETF (GDX…
Smartkarma Daily BriefsSeptember 11, 2025
In today’s briefing: Metaplanet Placement: A Look at Other Treasury Play Issuances and Performance Nikkei…
Smartkarma Daily BriefsSeptember 10, 2025
In today’s briefing: Index Treatment of Sony (6758 JP)'s Spinoff of the Financial Services BusinessS&P/ASX…
Smartkarma Daily BriefsSeptember 9, 2025
In today’s briefing: POSCO: Reviewing a Potential M&A of HMMTaiwan Top 50 ETF Rebalance: Another…
Smartkarma Daily BriefsSeptember 8, 2025
In today’s briefing: Kiri’s $700 Million Exit From DyStar – What Next?Changhong Jiahua (3991 HK):…
Smartkarma Daily BriefsSeptember 13, 2025
In today’s briefing: Mandom (4917 JP) MBO - Light Price, Open-Ish Register, Tough to Take…
Smartkarma Daily BriefsSeptember 12, 2025
In today’s briefing: StubWorld: The Murdoch Succession Into News Corp, Fox & REAMandom (4917 JP):…
Smartkarma Daily BriefsSeptember 11, 2025
In today’s briefing: The Sony Financial Spinoff - 'Maybe' BUYBACK Complicates PlanningPeak Rare Earths (PEK…
Smartkarma Daily BriefsSeptember 10, 2025
In today’s briefing: Dongfeng (489 HK): Questioning The EV Listing ValuationA/H Premium Tracker (To 5…
Smartkarma Daily BriefsSeptember 9, 2025
In today’s briefing: Regarding the Six KRX Sector Names that Ran Ahead of Friday’s Official…
Smartkarma Daily BriefsSeptember 8, 2025
In today’s briefing: Orion Breweries IPO - Deal Upsized; Lower End Looks DigestibleZijin Gold IPO…
Smartkarma Daily BriefsSeptember 10, 2025
In today’s briefing: Zijin Gold IPO: The Investment CaseHesai Secondary Offering - Stock Hasn’t Corrected…
Smartkarma Daily BriefsSeptember 9, 2025
In today’s briefing: Chery Automobile IPO: The Bear CaseECM Weekly (8 September 2025)- Metaplanet, Lifedrink,…
Smartkarma Daily BriefsSeptember 8, 2025
In today’s briefing: Chery Automobile IPO: The Bull CaseChina Healthcare Weekly (Sep.7)- Device Inflection Point,…
Smartkarma Daily BriefsSeptember 7, 2025
In today’s briefing: Urban Company IPO - Hyperlocal SME Services Increases Disintermediation RiskKlarna IPO (KLAR…
Smartkarma Daily BriefsSeptember 6, 2025
In today’s briefing: Three Squirrels A/H Listing: Heavy Price Competition; Thin MarginsKlarna IPO Valuation Update:…
Smartkarma Daily BriefsSeptember 5, 2025
In today’s briefing: Infosys Buyback: Tax-Inefficient for Shareholders?Nongshim's Thriving Collaboration with K-Pop Demon HuntersThe Beat…
Smartkarma Daily BriefsSeptember 13, 2025
In today’s briefing: Zijin Mining: Gold IPO De-Risks, Copper Upside RemainsIndian IT | Urge to…
Smartkarma Daily BriefsSeptember 12, 2025
In today’s briefing: Metaplanet (3350) – 50% Dilution or 50% Accretion?BUY/SELL/HOLD: Hong Kong Market Update…
Smartkarma Daily BriefsSeptember 11, 2025
In today’s briefing: Zijin Gold International – Creating a Global Pure-Play Gold ChampionStat-Arb Pair Trade:…
Smartkarma Daily BriefsSeptember 10, 2025
In today’s briefing: Pop Mart International - Valuation Using Peter Lynch's PEGY RatioChina TCM (570.HK)…
Smartkarma Daily BriefsSeptember 9, 2025
In today’s briefing: Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (8 Sep)Marubeni Corporation (TSE:…
Smartkarma Daily BriefsSeptember 8, 2025
In today’s briefing: Infosys Buyback: Tax-Inefficient for Shareholders?Changhong Jiahua (3991 HK): Expect Sichuan Changhong To…
Smartkarma Daily BriefsSeptember 13, 2025
In today’s briefing: Indian IT | Urge to the Boards – Stop the BuybacksUMC (2303.TT;…
Smartkarma Daily BriefsSeptember 12, 2025
In today’s briefing: Select Sector Indices and S&P Equal Weight Rebalance: Changes to Drive US$19.6bn…
Smartkarma Daily BriefsSeptember 11, 2025
In today’s briefing: TOPIX Inclusions: Who Is Ready (Sep 2025)Urban Company IPO – Profitability Just…
Smartkarma Daily BriefsSeptember 10, 2025
In today’s briefing: Nikkei 225 Index Rebalance: Shift (3697) Replaces Citizen Watch (7762); Kokusai Electric…
Smartkarma Daily BriefsSeptember 9, 2025
In today’s briefing: S&P/ASX Index Rebalance (Sep 2025): New Methodology & The Many ChangesVolatility Cones:…
Smartkarma Daily BriefsSeptember 8, 2025
In today’s briefing: (Mostly) Asia-Pac M&A: Evergrande Property Services, Mandom, Digital Hold., Topcon, Furukawa BatteryHong…
Smartkarma Daily BriefsSeptember 14, 2025
In today’s briefing: Changhong Jiahua (3991 HK): Expect Sichuan Changhong To Make An Offer Bullish…
Smartkarma Daily BriefsSeptember 13, 2025
In today’s briefing: Quiddity Leaderboard HSCEI Dec25: Three ADDs/DELs Likely; Sector-Neutral IdeaEvergrande Property Services (6666…
Smartkarma Daily BriefsSeptember 12, 2025
In today’s briefing: NIO (9866 HK/NIO US): Index Implications of US$1bn+ OfferingNIO (NIO US/9866 HK):…
Smartkarma Daily BriefsSeptember 11, 2025
In today’s briefing: Uranium's Shortfall And Nuclear ViabilityZijin Gold International – Creating a Global Pure-Play…
Smartkarma Daily BriefsSeptember 10, 2025
In today’s briefing: Dongfeng (489 HK): Questioning The EV Listing ValuationZijin Gold IPO: The Investment…
Smartkarma Daily BriefsSeptember 9, 2025
In today’s briefing: Daido Steel – Specialty Strength with Strategic Upside3 D Matrix Ltd (7777…
Smartkarma Daily BriefsSeptember 13, 2025
In today’s briefing: Mandom (4917 JP) MBO - Light Price, Open-Ish Register, Tough to Take…
Smartkarma Daily BriefsSeptember 12, 2025
In today’s briefing: Toei Animation Placement: Expensive, but Owns Valuable IP Toei Animation (4816) Not…
Smartkarma Daily BriefsSeptember 11, 2025
In today’s briefing: The Sony Financial Spinoff - 'Maybe' BUYBACK Complicates PlanningOrion Breweries IPO -…
Smartkarma Daily BriefsSeptember 10, 2025
In today’s briefing: Nikkei 225 Index Rebalance: Shift (3697) Replaces Citizen Watch (7762); Kokusai Electric…
Smartkarma Daily BriefsSeptember 9, 2025
In today’s briefing: Marubeni Corporation (TSE: 8002) – Copper Torque, Platform Pivot, and Cash ReturnsECM…
Smartkarma Daily BriefsSeptember 8, 2025
In today’s briefing: France: Déjà Vu?Global Commodities: Risk premium out, storage premium inGold Reaches New…
Smartkarma Daily BriefsSeptember 9, 2025
In today’s briefing: Copper All Set To Break 10k USD/Ton In The Short-TermSeasonal Weakness Ahead?Iron…
Smartkarma Daily BriefsSeptember 8, 2025
In today’s briefing: India Twin Deficit Watch: Fiscal Stimulus to Offset the Trump Tariff Setback…
Smartkarma Daily BriefsSeptember 7, 2025
In today’s briefing: HEW: Pauses On And OffNavigating the shifting tides of Asia’s gasoline market…
Smartkarma Daily BriefsSeptember 6, 2025
In today’s briefing: VanEck GDX Benchmark Switch: Implications for Zijin and AmmanBoE Survey Says Inflation…
Smartkarma Daily BriefsSeptember 5, 2025
In today’s briefing: Cutting After PausesReal Asset Chartbook Week #19: Volatility Is Low, Crude Is…
Smartkarma Daily BriefsSeptember 4, 2025
In today’s briefing: Crypto Crisp: Macro Is Not Your Friend Crypto Crisp: Macro Is Not…
Smartkarma Daily BriefsSeptember 4, 2024
In today’s briefing: Crypto Moves #41 – The Two Worthy Cash Cows in DeFi Crypto…
Smartkarma Daily BriefsSeptember 3, 2024
In today’s briefing: Eternal Chop Eternal ChopBy Delphi Digital Powell's Pivot: A New Era for…
Smartkarma Daily BriefsAugust 29, 2024
In today’s briefing: Crypto Crisp: Where Are the Memecoins? Solana Asks Crypto Crisp: Where Are…
Smartkarma Daily BriefsAugust 28, 2024
In today’s briefing: Crypto Moves #40 – Another ‘DeFi Summer’ Is On the Horizon Crypto…
Smartkarma Daily BriefsAugust 24, 2024
In today’s briefing: Crypto Crisp: Boring Crypto Crisp: BoringBy Mads EberhardtThe crypto market has been…
Smartkarma Daily BriefsAugust 21, 2024
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