In today’s briefing: S&P/ASX Adhoc Index Rebalance: SVW in ASX100, BGL in ASX200Yuanta/P-Shares Taiwan Dividend…
Smartkarma Daily BriefsApril 22, 2023
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Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: Targeting the Widening of KT Corp ADR Premium Amid MSCI InclusionZJLD Group…
Smartkarma Daily BriefsApril 20, 2023
In today’s briefing: MSCI May 2023 QCIR: Potential Changes & Things to Watch as Review…
Smartkarma Daily BriefsApril 19, 2023
In today’s briefing: MSCI May 2023 QCIR: Potential Changes & Things to Watch as Review…
Smartkarma Daily BriefsApril 18, 2023
In today’s briefing: Major Global Liquidity Warning – Don’t Fight the FedsRakuten Bank (5838) IPO…
Smartkarma Daily BriefsApril 17, 2023
In today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-…
Smartkarma Daily BriefsApril 9, 2023
In today’s briefing: Why Will KT's Foreign Room Stay Above 15% Until MSCI Review Period?JCNC's…
Smartkarma Daily BriefsApril 7, 2023
In today’s briefing: Toyo Construction FY23 Profit Forecast - 105% Payout = 6.5%, Lots of…
Smartkarma Daily BriefsApril 6, 2023
In today’s briefing: AAG Energy (2686 HK): Scheme Doc Out. IFA Says Fair. It Is…
Smartkarma Daily BriefsApril 5, 2023
In today’s briefing: ACCC Sour on ANZ/Suncorp Bank Deal Makes for A Good TradePre-Positioning Targeting…
Smartkarma Daily BriefsApril 5, 2023
In today’s briefing: MSCI Korea May QCIR: Potential Adds, Deletes & 'Extreme Price Increase' TriggersSelected…
Smartkarma Daily BriefsApril 4, 2023
In today’s briefing: Cummins Inc: Acquisition Of Siemens’ Commercial Vehicles Business & Other Drivers Cummins…
Smartkarma Daily BriefsJanuary 22, 2023
In today’s briefing: ECM Weekly (20th Jan 23) - HK Brokers, Wuxi, IQIYI, Anycol, Adani,…
Smartkarma Daily BriefsJanuary 21, 2023
In today’s briefing: Anycolor (5032 JP) Shareholder Structure Now And FutureAvalon Technologies Pre-IPO - Sales…
Smartkarma Daily BriefsJanuary 20, 2023
In today’s briefing: Anycolor (5032) Overseas Offering - Pre-IPO VCs Selling This High Growth NameAequitas…
Smartkarma Daily BriefsJanuary 19, 2023
In today’s briefing: OASIS IPO Pricing Is Not Even Worth Reviewing: Strongly Recommend Avoiding ItIQIYI…
Smartkarma Daily BriefsJanuary 18, 2023
In today’s briefing: Wuxi Biologics Placement - Lesser Discount than Recent Deals but Still Looks…
Smartkarma Daily BriefsJanuary 17, 2023
In today’s briefing: Fast Retailing: Inflated Earnings Expectations & Stretched Multiples, A Cause for ConcernHigh…
Smartkarma Daily BriefsApril 13, 2023
In today’s briefing: Binjiang 3316 HK: >30% Profit Growth, Dividend Yield~6.5%, Cash Now 37% of…
Smartkarma Daily BriefsApril 12, 2023
In today’s briefing: Pinduoduo (PDD) Short Review: Third-Party Retailers “Bombarded” Direct SalesChina Internet Weekly (10Apr2023):…
Smartkarma Daily BriefsApril 11, 2023
In today’s briefing: Popmart (9992 HK): Long Term Constraints Cloud Near Term RecoveryTaiwan Tech Weekly:…
Smartkarma Daily BriefsApril 10, 2023
In today’s briefing: Otsuka Holdings (4578 JP): Strong 2022 Result; 2023 Revenue to Hit Record-High…
Smartkarma Daily BriefsApril 9, 2023
In today’s briefing: Empire Energy Group (ASX:EEG) - Gas Bells Are Ringing: Strong Offline Traffic…
Smartkarma Daily BriefsApril 8, 2023
In today’s briefing: An Exposed Target for Flow Trading on KQ150 Ad-Hoc Change by BH's…
Smartkarma Daily BriefsApril 20, 2023
In today’s briefing: HKBN (1310 HK): China Mobile Is the Latest to Show InterestTSMC: Crowded…
Smartkarma Daily BriefsApril 19, 2023
In today’s briefing: Hang Seng CEI (HSCEI) - Pending Confirmation of Bullish Breakout and Textbook…
Smartkarma Daily BriefsApril 18, 2023
In today’s briefing: TRACKING TRAFFIC/Lalatech IPO: Attractive Segment | 'Unbelievable' Cost Control | Hidden CompetitionMemory…
Smartkarma Daily BriefsApril 17, 2023
In today’s briefing: Last Week in Event SPACE: Tencent, Ecopro, Japan’s Governance, Jardines, CitizenMoney Forward…
Smartkarma Daily BriefsApril 16, 2023
In today’s briefing: Citizen Watch (7762) : Super-Aggressive Buyback Likely Ending Soon - Beware of…
Smartkarma Daily BriefsApril 15, 2023
In today’s briefing: Shanghai Longcheer: Leading ODM Vendor Leveraging Its Expertise for AR/VR: Better Recovery…
Smartkarma Daily BriefsApril 15, 2023
In today’s briefing: JD.com Inc (9618 HK) - Prominent ST Momentum Failures – Target Tactical…
Smartkarma Daily BriefsApril 14, 2023
In today’s briefing: Tencent (700 HK) - This Is Not the Selldown You Are Looking…
Smartkarma Daily BriefsApril 13, 2023
In today’s briefing: Binjiang 3316 HK: >30% Profit Growth, Dividend Yield~6.5%, Cash Now 37% of…
Smartkarma Daily BriefsApril 12, 2023
In today’s briefing: Pinduoduo (PDD) Short Review: Third-Party Retailers “Bombarded” Direct SalesChina Internet Weekly (10Apr2023):…
Smartkarma Daily BriefsApril 11, 2023
In today’s briefing: Last Week in Event SPACE: ANZ/Suncorp, JCNC, Adani, Khan Bank/HS Holdings, Hong…
Smartkarma Daily BriefsApril 10, 2023
In today’s briefing: Citizen Watch (7762) : Super-Aggressive Buyback Likely Ending Soon - Beware of…
Smartkarma Daily BriefsApril 15, 2023
In today’s briefing: Rakuten Bank (5838 JP) – A Keenly Priced Quality Addition to the…
Smartkarma Daily BriefsApril 14, 2023
In today’s briefing: Fast Retailing: Inflated Earnings Expectations & Stretched Multiples, A Cause for ConcernHigh…
Smartkarma Daily BriefsApril 13, 2023
In today’s briefing: Japan's Governance Changes I - The PBR 1.0 TargetTOPIX Inclusions: Who Is…
Smartkarma Daily BriefsApril 12, 2023
In today’s briefing: TOPIX Big April Basket 23: 100% Hit Rate for High Conviction Basket;…
Smartkarma Daily BriefsApril 11, 2023
In today’s briefing: ROE up Modestly, but ROE Plus DOE Is Expected to Reach a…
Smartkarma Daily BriefsApril 10, 2023
In today’s briefing: CX Daily: China’s Charity Law Revision Aims to Make It Easier for…
Smartkarma Daily BriefsFebruary 16, 2023
In today’s briefing: Valuation Watch – Are Equities Worth the Risk? a Look at Risk…
Smartkarma Daily BriefsFebruary 15, 2023
In today’s briefing: Asia Ex-Japan's Rising StarsUS: Recession Imminent, as M2 Needs to Contract Further…
Smartkarma Daily BriefsFebruary 14, 2023
In today’s briefing: Why You Should Fade the NASDAQ SurgeMacro Strategy– Has Global Liquidity (And…
Smartkarma Daily BriefsFebruary 13, 2023
In today’s briefing: What Did Biden’s State of the Union Signal About Upcoming Debt Ceiling…
Smartkarma Daily BriefsFebruary 12, 2023
In today’s briefing: Ukraine Has Lost the Initiative – 3 Key Predictions on What’s Next5…
Smartkarma Daily BriefsFebruary 11, 2023
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