In today’s briefing: IDX30/LQ45/IDX80 Index Rebalance: Changes Across the IndicesWuXi AppTec (2359 HK) Placement: Strong…
Smartkarma Daily BriefsAugust 3, 2025
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Smartkarma Daily Briefs
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In today’s briefing: YAGEO Extends Shibaura TOB Limbo at FSA/METI/BOJ Request on FEFTAWuXi AppTec (2359…
Smartkarma Daily BriefsAugust 1, 2025
In today’s briefing: S&P/ASX Indices: Proposed Methodology Changes & The BIG September RebalanceGMO Internet (4784)…
Smartkarma Daily BriefsJuly 31, 2025
In today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2025): Potential Adds, Deletes, PAF, Capping…
Smartkarma Daily BriefsJuly 30, 2025
In today’s briefing: Swiggy/Eternal: Free Float Increase & Foreign Room Decrease 'Delivering' BIG Passive FlowsIDX30/LQ45/IDX80…
Smartkarma Daily BriefsJuly 29, 2025
In today’s briefing: HKBN (1310 HK): Pre-Cons Satisfied. Offer To Open ShortlyHKBN (1310 HK): China…
Smartkarma Daily BriefsAugust 3, 2025
In today’s briefing: Joy City (207 HK): Minorities Should Take The CashTax Pivot in Play:…
Smartkarma Daily BriefsAugust 2, 2025
In today’s briefing: Nihon Chouzai (3341 JP) Gets the Deal Done - Nice Process, Nice…
Smartkarma Daily BriefsAugust 1, 2025
In today’s briefing: ADR Arb on Korean Divvy Names: A Side Play Riding the Policy-Driven…
Smartkarma Daily BriefsJuly 31, 2025
In today’s briefing: Hogy Medical (3593) Reportedly Up For Auction - Totally UnsurprisingGMO Internet (4784)…
Smartkarma Daily BriefsJuly 30, 2025
In today’s briefing: A/H Premium Tracker (To 25 July 2025): "Beautiful Skew" Raging Onward -…
Smartkarma Daily BriefsJuly 29, 2025
In today’s briefing: ECM Weekly (28 July 2025) - MMC, Pine Lags, Prestige, Veritas, Daehan,…
Smartkarma Daily BriefsJuly 28, 2025
In today’s briefing: China Healthcare Weekly (Jul.27)-The Turning Point of Tigermed and CRO, Everest Medicines’…
Smartkarma Daily BriefsJuly 27, 2025
In today’s briefing: MegaRobo Technologies IPO Valuation Analysis: Headed For $1B+ Public Market Debut In…
Smartkarma Daily BriefsJuly 26, 2025
In today’s briefing: Everest Medicine Placement - Third Deal in the Year, Previous Ones Didn’t…
Smartkarma Daily BriefsJuly 25, 2025
In today’s briefing: GNI Placement: Easy to Digest but Not Without Small Cap Pharma RisksBullish…
Smartkarma Daily BriefsJuly 24, 2025
In today’s briefing: Innogen (银诺医药) Pre-IPO Update: New Data PointsPrestige Hospitality Ventures Pre-IPO-Marriott-Heavy Portfolio with…
Smartkarma Daily BriefsJuly 23, 2025
In today’s briefing: Inside Samsung’s HBM3E Chicken Game Qualcomm Rides Android Wave, But Apple Exit…
Smartkarma Daily BriefsAugust 3, 2025
In today’s briefing: Plover Bay (1523 HK): Slight Deceleration But Solid H1 FY25 And Optimistic…
Smartkarma Daily BriefsAugust 2, 2025
In today’s briefing: Samsung Earnings Call Signals Samsung-Hanmi HBM4 Talks: Catalyst Brewing for Both StocksSamsung…
Smartkarma Daily BriefsAugust 1, 2025
In today’s briefing: Denso (6902) Buys Large Rohm (6963 JP) Stake - Register Gets SqueezierMagnificent…
Smartkarma Daily BriefsJuly 31, 2025
In today’s briefing: Severfield — Upside risks to margins and profitsTaiwan Tech Weekly: Mediatek Reportedly…
Smartkarma Daily BriefsJuly 30, 2025
In today’s briefing: My Take on Samsung’s Big Foundry Deal with TeslaSamsung Electronics Clinches a…
Smartkarma Daily BriefsJuly 29, 2025
In today’s briefing: HKBN (1310 HK): Pre-Cons Satisfied. Offer To Open ShortlyHKBN (1310 HK): China…
Smartkarma Daily BriefsAugust 3, 2025
In today’s briefing: Plover Bay (1523 HK): Slight Deceleration But Solid H1 FY25 And Optimistic…
Smartkarma Daily BriefsAugust 2, 2025
In today’s briefing: Samsung Earnings Call Signals Samsung-Hanmi HBM4 Talks: Catalyst Brewing for Both StocksRicoh…
Smartkarma Daily BriefsAugust 1, 2025
In today’s briefing: Denso (6902) Buys Large Rohm (6963 JP) Stake - Register Gets SqueezierMagnificent…
Smartkarma Daily BriefsJuly 31, 2025
In today’s briefing: Hana Micron Split Cancellation: Trades Targeting Position Unwinding and Korea Discount CompressionTaiwan…
Smartkarma Daily BriefsJuly 30, 2025
In today’s briefing: - KKR Launches Still-Too-Light Topcon (7732) DealMy Take on Samsung’s Big Foundry…
Smartkarma Daily BriefsJuly 29, 2025
In today’s briefing: Laopu Gold (6181 HK): Potential Inclusion in Both Global IndicesWeekly Deals Digest…
Smartkarma Daily BriefsAugust 4, 2025
In today’s briefing: HKBN (1310 HK): Pre-Cons Satisfied. Offer To Open ShortlyHKBN (1310 HK): China…
Smartkarma Daily BriefsAugust 3, 2025
In today’s briefing: Plover Bay (1523 HK): Slight Deceleration But Solid H1 FY25 And Optimistic…
Smartkarma Daily BriefsAugust 2, 2025
In today’s briefing: Joy City Property (207 HK): Privatisation Through a Low-Ball Share BuybackAlibaba: Sentiment…
Smartkarma Daily BriefsAugust 1, 2025
In today’s briefing: WuXi AppTec (2359 HK) Placement: Strong Momentum & Index FlowsWuxi AppTec Placement…
Smartkarma Daily BriefsJuly 31, 2025
In today’s briefing: CKH (1 HK): Intervention Towards Securing ParticipationChina Citic Financial (2799 HK): Global…
Smartkarma Daily BriefsJuly 30, 2025
In today’s briefing: Buy Hamee CorpTokyo Electron (8035 JP): Q1 FY03/26 flash updateKohsoku Corp (7504…
Smartkarma Daily BriefsAugust 2, 2025
In today’s briefing: Nihon Chouzai (3341 JP) Gets the Deal Done - Nice Process, Nice…
Smartkarma Daily BriefsAugust 1, 2025
In today’s briefing: Denso (6902) Buys Large Rohm (6963 JP) Stake - Register Gets SqueezierFujitec…
Smartkarma Daily BriefsJuly 31, 2025
In today’s briefing: Hogy Medical (3593) Reportedly Up For Auction - Totally UnsurprisingGMO Internet (4784)…
Smartkarma Daily BriefsJuly 30, 2025
In today’s briefing: - KKR Launches Still-Too-Light Topcon (7732) DealGlobal Markets Tactical Outlook: Week of…
Smartkarma Daily BriefsJuly 29, 2025
In today’s briefing: Merger Arb Mondays (28 Jul) - Shibaura, Abacus Storage, Insignia, Mayne, Santos,…
Smartkarma Daily BriefsJuly 28, 2025
In today’s briefing: HEW: Trade Deals & Fiscal SlippageCX Daily: China Intensifies War on Toxic…
Smartkarma Daily BriefsJuly 26, 2025
In today’s briefing: ECB: Watching the Good PlaceChina Economics: Has China Escaped Its Housing-Consumption Slump…
Smartkarma Daily BriefsJuly 25, 2025
In today’s briefing: UK Structurally UnemployedBUY/SELL/HOLD: Hong Kong Market Update (JULY 21)Real Asset Chartbook Week…
Smartkarma Daily BriefsJuly 24, 2025
In today’s briefing: UK Fiscal Slippage RulesShining Silver Set To Go Parabolic Powered by Gold,…
Smartkarma Daily BriefsJuly 23, 2025
In today’s briefing: US Politics: ‘As Ye Sow…’Potential Change in Capital Gains on Stocks &…
Smartkarma Daily BriefsJuly 22, 2025
In today’s briefing: Political Pressure Steadily Mounting on the Fed as New Game of Chicken…
Smartkarma Daily BriefsJuly 21, 2025
In today’s briefing: Crypto Crisp: Your Move, Gary Gensler Crypto Crisp: Your Move, Gary GenslerBy…
Smartkarma Daily BriefsMay 14, 2024
In today’s briefing: Crypto Moves #27 – Rollups Leave Ethereum in the Dust Crypto Moves…
Smartkarma Daily BriefsMay 10, 2024
In today’s briefing: Bitcoin Battles ETF Outflows Bitcoin Battles ETF OutflowsBy Delphi Digital BTC Spot…
Smartkarma Daily BriefsMay 8, 2024
In today’s briefing: Crypto Crisp: Is That All, Hong Kong? Crypto Crisp: Is That All,…
Smartkarma Daily BriefsMay 7, 2024
In today’s briefing: Crypto Moves #26 – What Goes Up Must Come Down Crypto Moves…
Smartkarma Daily BriefsMay 3, 2024
In today’s briefing: Crypto Crisp: Stripe Returns to Crypto Crypto Crisp: Stripe Returns to CryptoBy…
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