In today’s briefing: Horizon Robotics (9660 HK): Index Inclusion & Upweights to Drive US$1bn InflowsDian…
Smartkarma Daily BriefsAugust 9, 2025
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Smartkarma Daily Briefs
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In today’s briefing: India: Potential Free Float Changes & Passive Flows in AugustHorizon Robotics (9660…
Smartkarma Daily BriefsAugust 7, 2025
In today’s briefing: Boss Maki Goes Hard on Base (4477) - Interesting Situation Nikkei 225…
Smartkarma Daily BriefsAugust 6, 2025
In today’s briefing: India: Potential Free Float Changes & Passive Flows in AugustLaopu Gold (6181…
Smartkarma Daily BriefsAugust 5, 2025
In today’s briefing: Ricoh (7752 JP): Potential Global Index Deletion in AugustIndia: Potential Free Float…
Smartkarma Daily BriefsAugust 4, 2025
Daily Brief Event-Driven: Iress (IRE AU): Nothing Firm As Blackstone And Thoma Bravo Circle and more
In today’s briefing: Iress (IRE AU): Nothing Firm As Blackstone And Thoma Bravo CirclePointsBet (PBH…
Smartkarma Daily BriefsAugust 9, 2025
In today’s briefing: Furukawa Battery (6937 JP) Take Private - Ugly Then, Ugly Still, But…
Smartkarma Daily BriefsAugust 8, 2025
In today’s briefing: ¥4,870/Sh Blackstone TOB for Technopro (6028 JP) - Watch the Parameters and…
Smartkarma Daily BriefsAugust 7, 2025
In today’s briefing: Korea’s Next Policy Momentum Play: Rapid Unfolding of the National Growth Fund…
Smartkarma Daily BriefsAugust 6, 2025
In today’s briefing: A/H Premium Tracker (To 1 Aug 2025): HUGE SOUTHBOUND Buying Helps Beautiful…
Smartkarma Daily BriefsAugust 5, 2025
In today’s briefing: 60 Stocks Screened by Tax Draft Setup — Short-Term Policy Flow TargetsWeekly…
Smartkarma Daily BriefsAugust 4, 2025
In today’s briefing: China Healthcare Weekly (Aug.3)-Medical Device Valuation Repair,Deal on IBI363,WuXi AppTec Placement China…
Smartkarma Daily BriefsAugust 3, 2025
In today’s briefing: Samyang Comtech IPO Book Building Results AnalysisFigma IPO: Pricing and First Trading-Day,…
Smartkarma Daily BriefsAugust 2, 2025
In today’s briefing: GigaDevice A/H Listing -Strong Long Term Record but Exposed to the Memory…
Smartkarma Daily BriefsAugust 1, 2025
In today’s briefing: Wuxi AppTec Placement - Momentum Is Very Strong, Though It Is a…
Smartkarma Daily BriefsJuly 31, 2025
In today’s briefing: National Securities Depository Limited (NSDL) IPO - Peer Comparison and Thoughts on…
Smartkarma Daily BriefsJuly 30, 2025
In today’s briefing: Dr Agarwal’s Health Care IPO Lockup - US$725m Lockup Release; PE Investors…
Smartkarma Daily BriefsJuly 29, 2025
In today’s briefing: Micro-Mechanics (Holdings) Limited - Next Generation Supplier of the Semicon IndustryYeouido Views…
Smartkarma Daily BriefsAugust 9, 2025
In today’s briefing: How Chip Tariffs Shake up Samsung’s HBM Pricing Play Based on Fresh…
Smartkarma Daily BriefsAugust 8, 2025
In today’s briefing: Tencent (700 HK): 2Q25 Preview, Game Up by 16%Korean Government Confirms Visa-Free…
Smartkarma Daily BriefsAugust 7, 2025
In today’s briefing: AEM Holdings: Another CEO, Another Kitchen Sink?Ecopro BM: Another Major Rechargeable Battery…
Smartkarma Daily BriefsAugust 6, 2025
In today’s briefing: Taiyo Yuden (6976): A Slightly Different Path to Massively Higher MarginsTaiwan Tech…
Smartkarma Daily BriefsAugust 5, 2025
In today’s briefing: Tokyo Electron (8035 JP): Why the Big Downward Revision?Relative Value Opportunities in…
Smartkarma Daily BriefsAugust 4, 2025
In today’s briefing: Iress (IRE AU): Nothing Firm As Blackstone And Thoma Bravo CircleMicro-Mechanics (Holdings)…
Smartkarma Daily BriefsAugust 9, 2025
In today’s briefing: TOPIX Inclusions: Who Is Ready (Aug 2025)JPX Nikkei 400 Index Rebalance: US$6.4bn…
Smartkarma Daily BriefsAugust 8, 2025
In today’s briefing: Korea: 3 Potential Index Deletions in August; Positioning WatchInfomedia (IFM AU): TPG's…
Smartkarma Daily BriefsAugust 7, 2025
In today’s briefing: Horizon Robotics (9660 HK): Index Inclusion & Upweights to Drive US$1bn InflowsKorea’s…
Smartkarma Daily BriefsAugust 6, 2025
In today’s briefing: Softbank Group (9984 JP) Results on 7 Aug: Expected Move and Option InsightsQuiddity…
Smartkarma Daily BriefsAugust 5, 2025
In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Spread Short Setup, ASE ADR at Historically Rare…
Smartkarma Daily BriefsAugust 4, 2025
In today’s briefing: HKBN (1310 HK): Response Doc Out. IFA Says FairChina Healthcare Weekly (Aug.10)-Trump…
Smartkarma Daily BriefsAugust 10, 2025
In today’s briefing: Bullish Momentum BuildsBoAn Biotechnology (6955 HK): Profitable Operation & Pipeline Progress Make the…
Smartkarma Daily BriefsAugust 9, 2025
In today’s briefing: StubWorld: PCCW's Tenacious NAV PremiumTencent (700.HK) Q2 Earnings: Rally Into Earnings on…
Smartkarma Daily BriefsAugust 8, 2025
In today’s briefing: Hisense Home Appliances (921 HK): Global Index Deletion Coming UpTencent (700 HK):…
Smartkarma Daily BriefsAugust 7, 2025
In today’s briefing: Horizon Robotics (9660 HK): Index Inclusion & Upweights to Drive US$1bn InflowsHKBN…
Smartkarma Daily BriefsAugust 6, 2025
In today’s briefing: A/H Premium Tracker (To 1 Aug 2025): HUGE SOUTHBOUND Buying Helps Beautiful…
Smartkarma Daily BriefsAugust 5, 2025
In today’s briefing: TOPIX Inclusions: Who Is Ready (Aug 2025) Furukawa Battery (6937 JP) Take…
Smartkarma Daily BriefsAugust 8, 2025
In today’s briefing: ¥4,870/Sh Blackstone TOB for Technopro (6028 JP) - Watch the Parameters and…
Smartkarma Daily BriefsAugust 7, 2025
In today’s briefing: Nikkei Says Blackstone to Buy TechnoPro Holdings (6028) For "Roughly ¥500bn"Shibaura Electronics…
Smartkarma Daily BriefsAugust 6, 2025
In today’s briefing: Nikkei 225 Sep25 Rebal: Final Liquidity RankingsSoftbank Group (9984 JP) Results on 7…
Smartkarma Daily BriefsAugust 5, 2025
In today’s briefing: Tokyo Electron (8035 JP): Why the Big Downward Revision? Fujitec (6406) PE…
Smartkarma Daily BriefsAugust 4, 2025
In today’s briefing: Krosaki Harima (5352 JP): Nippon Steel’s Preconditional Tender Offer at JPY4,200(Mostly) Asia-Pac…
Smartkarma Daily BriefsAugust 3, 2025
In today’s briefing: EA: Sticky Summer InflationHEW: Atlantic Jobs DivideCX Daily: China’s Politburo Strikes Cautious…
Smartkarma Daily BriefsAugust 2, 2025
In today’s briefing: ECB Job Tightened By JobsThe art of the turnaround: investing in companies…
Smartkarma Daily BriefsAugust 1, 2025
In today’s briefing: Activity’s Tariff Hangover In Q2CX Daily: China’s Surging Auto Sales Mask an…
Smartkarma Daily BriefsJuly 31, 2025
In today’s briefing: UK: Loans Secured Despite Tax Hike WTI Slips Again as Supply Concerns…
Smartkarma Daily BriefsJuly 30, 2025
In today’s briefing: Opec: Twist Or Stick?Possibilities To Play “The Copper Trade”US Economy Remains in…
Smartkarma Daily BriefsJuly 29, 2025
In today’s briefing: The Month Ahead: Key Events in August 2025Fresh Highs = Bullish TapeTariffs:…
Smartkarma Daily BriefsJuly 28, 2025
In today’s briefing: Return of the Flows Return of the FlowsBy Delphi Digital BTC Spot…
Smartkarma Daily BriefsMay 30, 2024
In today’s briefing: Crypto Crisp: “There Is No Second Place” Crypto Crisp: “There Is No…
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In today’s briefing: Blackrock's Bitcoin BelieverCrypto Moves #29 – What to Expect from the Ethereum…
Smartkarma Daily BriefsMay 24, 2024
In today’s briefing: Attention Is All You NeedA Bullish Beat Down For BTC Bears Attention…
Smartkarma Daily BriefsMay 22, 2024
In today’s briefing: Crypto Crisp: Crypto vs. Macro Crypto Crisp: Crypto vs. MacroBy Mads EberhardtIt…
Smartkarma Daily BriefsMay 21, 2024
In today’s briefing: Crypto Moves #28 – U.S. Election Puts Crypto on the Map Crypto…
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