In today’s briefing: Nikkei 225 Index Rebalance Sep25: Performance of Potential Adds/Deletes & Positioning Yutaka…
Smartkarma Daily BriefsSeptember 1, 2025
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Smartkarma Daily Briefs
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In today’s briefing: Mayne Disagrees With Cosette On MACHenlius (2696)'s Fail Sets (Another) Bad Precedent…
Smartkarma Daily BriefsAugust 30, 2025
In today’s briefing: Zijin Mining (2899 HK): Fully Valued Ahead Of (Expected) Gold Unit Spin-Off…
Smartkarma Daily BriefsAugust 29, 2025
In today’s briefing: Nikkei 225 Index Rebalance Sep25: Performance of Potential Adds/Deletes & PositioningFast Retailing…
Smartkarma Daily BriefsAugust 28, 2025
In today’s briefing: Nikkei 225 Index Rebalance Sep25: Performance of Potential Adds/Deletes & PositioningDongfeng (489…
Smartkarma Daily BriefsAugust 27, 2025
In today’s briefing: Yutaka Giken (7229 JP) TOB - Possibly the Most Offensively Low TOB…
Smartkarma Daily BriefsSeptember 1, 2025
In today’s briefing: (Mostly) Asia-Pac M&A: Santos, Mayne Pharma, Shengjing Bank, Carenet, Austindo Nusantara, AshimoriLast…
Smartkarma Daily BriefsAugust 31, 2025
In today’s briefing: RPMGlobal (RUL AU) In Caterpillar's CrosshairsSpectris – KKR Clears Shareholder Hurdle; Arb…
Smartkarma Daily BriefsAugust 30, 2025
In today’s briefing: CareNet (2150 JP) - Opaque LBO/MBO Garners New Attention from Existing ShareholderCareNet…
Smartkarma Daily BriefsAugust 29, 2025
In today’s briefing: Shibaura Electronics (6957 JP): Yageo Poised to Secure FEFTA Approval YAGEO Says…
Smartkarma Daily BriefsAugust 28, 2025
In today’s briefing: LHN's Co-Living Spin-Off And HK DelistingShengjing Bank (2066 HK): A Light Conditional…
Smartkarma Daily BriefsAugust 27, 2025
In today’s briefing: Robotis - Rights Offering of 100 Billion WonXtalpi Placement: Opportunistic Raise but…
Smartkarma Daily BriefsAugust 29, 2025
In today’s briefing: Akeso Inc Placement - Another Opportunistic Raise, Mixed past Deal but Is…
Smartkarma Daily BriefsAugust 28, 2025
In today’s briefing: Montage Technology A/H Listing - Fast Growth but Doesn’t Need the Cash,…
Smartkarma Daily BriefsAugust 27, 2025
In today’s briefing: Nissan Motor Placement - Discount Is Enticing but Track Record and Momentum…
Smartkarma Daily BriefsAugust 26, 2025
In today’s briefing: ECM Weekly (25 August 2025)- Hansoh, Daiichi, IFAST, Guzman, Vikram, Shuandeng, Jiaxin,…
Smartkarma Daily BriefsAugust 25, 2025
In today’s briefing: China Healthcare Weekly (Aug.24)-JD Health 25H1 Results, Hansoh Placement, Ascletis Pharma Placement…
Smartkarma Daily BriefsAugust 24, 2025
In today’s briefing: Alibaba (BABA, 9988HK): June Quarter, Actually 2-Digit Growth, To Win Price WarAlibaba…
Smartkarma Daily BriefsSeptember 1, 2025
In today’s briefing: JFrog’s Artifactory Vision: Could It Become the World’s AI Model Registry?Exxon’s Secret…
Smartkarma Daily BriefsAugust 31, 2025
In today’s briefing: Long Macquarie (MQG AU) Vs. Short NAB (NAB AU): A Quant-Driven Pair…
Smartkarma Daily BriefsAugust 30, 2025
In today’s briefing: Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety -…
Smartkarma Daily BriefsAugust 29, 2025
In today’s briefing: Metaplanet Offering: 555m New Shares to Accelerate BTC Treasury GrowthComfortdelgro (CD): Growth…
Smartkarma Daily BriefsAugust 28, 2025
In today’s briefing: PC Partner: 1H25 Results Show Progress, To Delist from HK by End…
Smartkarma Daily BriefsAugust 27, 2025
In today’s briefing: Samsung’s Intel Gambit: A Signal of TSMC’s Widening LeadALPHABET INC. CLASS A…
Smartkarma Daily BriefsSeptember 1, 2025
In today’s briefing: JFrog’s Artifactory Vision: Could It Become the World’s AI Model Registry?Tencent's Uzbekistan…
Smartkarma Daily BriefsAugust 31, 2025
In today’s briefing: Spectris – KKR Clears Shareholder Hurdle; Arb Returns Now Timing-DependentNetworking Powers Nvidia's…
Smartkarma Daily BriefsAugust 30, 2025
In today’s briefing: What Was It in SK Inc that Got the Local Pension Funds…
Smartkarma Daily BriefsAugust 29, 2025
In today’s briefing: YAGEO Says It Expects FDI Clearance on Shibaura - Minebea Likely To…
Smartkarma Daily BriefsAugust 28, 2025
In today’s briefing: SKT Foreign Room Play Heating up — Entry Could Come Sooner than…
Smartkarma Daily BriefsAugust 27, 2025
In today’s briefing: Shandong Gold Mining Placement - H-Share Running Ahead of A-SharesSimcere Pharma Placement…
Smartkarma Daily BriefsSeptember 2, 2025
In today’s briefing: Alibaba (BABA, 9988HK): June Quarter, Actually 2-Digit Growth, To Win Price WarCurator's…
Smartkarma Daily BriefsSeptember 1, 2025
In today’s briefing: Tencent's Uzbekistan Bet: The Beginning Of "Digital Silk Road"?STAR50/STAR100 Index Rebalance: Changes…
Smartkarma Daily BriefsAugust 31, 2025
In today’s briefing: : The Old China Braces for Turbulence & ChangeSichuan Yingfa Ruineng Technology…
Smartkarma Daily BriefsAugust 30, 2025
In today’s briefing: Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety -…
Smartkarma Daily BriefsAugust 29, 2025
In today’s briefing: Akeso Inc Placement - Another Opportunistic Raise, Mixed past Deal but Is…
Smartkarma Daily BriefsAugust 28, 2025
In today’s briefing: Yutaka Giken (7229 JP) TOB - Possibly the Most Offensively Low TOB…
Smartkarma Daily BriefsSeptember 1, 2025
In today’s briefing: Mitsui Mining & Smelting (5706 JP): Navigating Cyclical Metals While Riding AI…
Smartkarma Daily BriefsAugust 30, 2025
In today’s briefing: CareNet (2150 JP) - Opaque LBO/MBO Garners New Attention from Existing ShareholderCareNet…
Smartkarma Daily BriefsAugust 29, 2025
In today’s briefing: Shibaura Electronics (6957 JP): Yageo Poised to Secure FEFTA Approval YAGEO Says…
Smartkarma Daily BriefsAugust 28, 2025
In today’s briefing: Fast Retailing (9983 JP) Tactical Outlook: Turning OVERSOLD, Potential BUY Ahead of…
Smartkarma Daily BriefsAugust 27, 2025
In today’s briefing: Nissan Motor Placement - Discount Is Enticing but Track Record and Momentum…
Smartkarma Daily BriefsAugust 26, 2025
In today’s briefing: CX Daily: Controversial Li Auto Video Levels Spotlight on ‘Customized’ Crash Testing…
Smartkarma Daily BriefsAugust 28, 2025
In today’s briefing: Russia/Ukraine: What Now?A Monetary View on US InflationU.S. LNG Surge: Growth on…
Smartkarma Daily BriefsAugust 27, 2025
In today’s briefing: Weather Signals Point To Mixed Rainfall Across Rubber BeltLate 1990s Bubble Comparison…
Smartkarma Daily BriefsAugust 26, 2025
In today’s briefing: Rate Cut To Spur Copper Performance In The Short-Term to Over 10K…
Smartkarma Daily BriefsAugust 25, 2025
In today’s briefing: HEW: Dovish Bias DominatesEuropean Rates: Euro and UK inflation markets summer updateCX…
Smartkarma Daily BriefsAugust 23, 2025
In today’s briefing: Iron Ore Braces for Bullish Shift After Six-Day SlideHow To Bet Against…
Smartkarma Daily BriefsAugust 22, 2025
In today’s briefing: Crypto Moves #37 – Three Factors to Rule the Remainder of 2024Ether…
Smartkarma Daily BriefsAugust 3, 2024
In today’s briefing: Crypto Portfolio: Trading U.S. Ethereum ETFs Crypto Portfolio: Trading U.S. Ethereum ETFsBy…
Smartkarma Daily BriefsAugust 1, 2024
In today’s briefing: Crypto Crisp: Short-term PatienceWill History Rhyme? Crypto Crisp: Short-term PatienceBy Mads EberhardtIn…
Smartkarma Daily BriefsJuly 31, 2024
In today’s briefing: Dog Days of Summer Dog Days of SummerBy Delphi Digital Market consolidation…
Smartkarma Daily BriefsJuly 27, 2024
In today’s briefing: Crypto Moves #36 – Give the Ethereum ETFs a Week, Then It…
Smartkarma Daily BriefsJuly 26, 2024
In today’s briefing: Crypto Crisp: We Roll Crypto Crisp: We RollBy Mads EberhardtFirst, the crypto…
Smartkarma Daily BriefsJuly 24, 2024
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