In today’s briefing: Swiggy/Eternal: Free Float Increase & Foreign Room Decrease 'Delivering' BIG Passive FlowsIDX30/LQ45/IDX80…
Smartkarma Daily BriefsJuly 29, 2025
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Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: NIFTY NEXT50 Index Rebalance Preview: Potential Changes & Close Names3SBio (1530 HK):…
Smartkarma Daily BriefsJuly 27, 2025
In today’s briefing: HSCI Index Rebalance Preview and Stock Connect (Sep 2025): Plenty of Recent…
Smartkarma Daily BriefsJuly 26, 2025
In today’s briefing: HSCI Index Rebalance Preview and Stock Connect (Sep 2025): Plenty of Recent…
Smartkarma Daily BriefsJuly 25, 2025
In today’s briefing: NIFTY NEXT50 Index Rebalance Preview: Potential Changes & Close NamesProsus Is Elevated…
Smartkarma Daily BriefsJuly 24, 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: Korean Policy Tailwinds: Preferred Shares Rerating PlayMerger Arb Mondays (28 Jul) -…
Smartkarma Daily BriefsJuly 28, 2025
In today’s briefing: Last Week In Event SPACE: Prosus/Tencent, Japan Post Bank, CK Holdings, Seven…
Smartkarma Daily BriefsJuly 27, 2025
In today’s briefing: SKT Foreign Room Heating Up — Time to Front-Run?Pacific Industrial (7250 JP):…
Smartkarma Daily BriefsJuly 26, 2025
In today’s briefing: StubWorld: CKH (1 HK) - Expect Near-Term Weakness If Exclusivity Ends Without…
Smartkarma Daily BriefsJuly 25, 2025
In today’s briefing: Prosus Is Elevated Vs. Tencent As The Accretion Trade UnfoldsStubWorld: Japan Post…
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: DH (Daehan) Shipbuilding IPO Book Building Results AnalysisFigma Inc (FIG): High Profile…
Smartkarma Daily BriefsJuly 22, 2025
In today’s briefing: Pre-IPO 52TOYS Development - The Business Model and the Concerns BehindMMC Ports…
Smartkarma Daily BriefsJuly 21, 2025
In today’s briefing: NSDL Vs CDSL: A Bottom-Up ComparisonChina Healthcare Weekly(July20)-WuXi AppTec 25H1, Sino Biopharm…
Smartkarma Daily BriefsJuly 20, 2025
In today’s briefing: Anthem Biosciences IPO Trading - Robust Insti Coverage Drives Overall DemandShoulder Innovations,…
Smartkarma Daily BriefsJuly 19, 2025
In today’s briefing: Leads Biolabs (维立志生物) IPO: A Duality Repeat?United Lab Placement - Industry Momentum…
Smartkarma Daily BriefsJuly 18, 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: China TCM (570.HK) - About the 25H1 Profit Warning and the OutlookTaiwan…
Smartkarma Daily BriefsJuly 28, 2025
In today’s briefing: Intuitive Surgical: What Are Its Latest Advancements in Robotic-Assisted Surgery Technology &…
Smartkarma Daily BriefsJuly 27, 2025
In today’s briefing: Asian Equities: Our Asian Robust Dividend Yield Basket – Revisiting After Sharp…
Smartkarma Daily BriefsJuly 26, 2025
In today’s briefing: QAF: Regional Consumer Stock with Appealing 5.6% Dividend YieldTesla (TSLA): Go ShortCorpay’s…
Smartkarma Daily BriefsJuly 25, 2025
In today’s briefing: DFI Retail (DFI SP): Up 90% in a Year + Special Dividend.…
Smartkarma Daily BriefsJuly 24, 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: Swiggy/Eternal: Free Float Increase & Foreign Room Decrease 'Delivering' BIG Passive FlowsGDS…
Smartkarma Daily BriefsJuly 28, 2025
In today’s briefing: Last Week In Event SPACE: Prosus/Tencent, Japan Post Bank, CK Holdings, Seven…
Smartkarma Daily BriefsJuly 27, 2025
In today’s briefing: SKT Foreign Room Heating Up — Time to Front-Run?Infosys (INFY) — No…
Smartkarma Daily BriefsJuly 26, 2025
In today’s briefing: Meitu (1357 HK): AI-Driven Global Index InclusionCorpay’s $2.2 Billion Move: Why The…
Smartkarma Daily BriefsJuly 25, 2025
In today’s briefing: KKR–JIC Take-Private of Topcon: Strategic Bet on Digital Eye CareTencent/Netease: Zero Approval…
Smartkarma Daily BriefsJuly 24, 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: A/H Premium Tracker (To 25 July 2025): "Beautiful Skew" Raging OnwardGF Securities…
Smartkarma Daily BriefsJuly 29, 2025
In today’s briefing: GDS Holdings (9698 HK): Global Index Inclusion as Shorts Build UpChina TCM…
Smartkarma Daily BriefsJuly 28, 2025
In today’s briefing: JD.com Splashes Cash on Robotics AI Startups Last Week In Event SPACE:…
Smartkarma Daily BriefsJuly 27, 2025
In today’s briefing: Asian Equities: Our Asian Robust Dividend Yield Basket – Revisiting After Sharp…
Smartkarma Daily BriefsJuly 26, 2025
In today’s briefing: StubWorld: CKH (1 HK) - Expect Near-Term Weakness If Exclusivity Ends Without…
Smartkarma Daily BriefsJuly 25, 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: Asian Dividend Gems: Taiyo KagakuJafco Co Ltd (8595 JP): Q1 FY03/26 flash…
Smartkarma Daily BriefsJuly 26, 2025
In today’s briefing: Toyota (7203 JP) Surges 14% — A Contrarian Option Strategy Nikkei Reports…
Smartkarma Daily BriefsJuly 25, 2025
In today’s briefing: StubWorld: Japan Post Holdings (6178 JP) Is "Cheap"TSI Holdings (3608) - YET…
Smartkarma Daily BriefsJuly 24, 2025
In today’s briefing: Kawasaki Heavy (7012 JP): Recovery Done, Eyes on Hydrogen, Aerospace, and Margin…
Smartkarma Daily BriefsJuly 23, 2025
In today’s briefing: Lifenet Insurance (7157) Super Green TOPIX InclusionKawasaki Heavy (7012 JP): Cheaper than…
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: Overview #30 – the Summer Doldrums-Not! Stage setting for the next phase…
Smartkarma Daily BriefsJuly 20, 2025
In today’s briefing: HEW: Inflation Persists, But Cuts LoomWalker’s Weekly: Dr. Jim's Summary of Key…
Smartkarma Daily BriefsJuly 19, 2025
In today’s briefing: UK Jobs Data And The Muddled MPCWill Gold Stocks Protect You in…
Smartkarma Daily BriefsJuly 18, 2025
In today’s briefing: UK CPI Lifts Hawkish Case in JuneCX Daily: China’s GDP Growth Slows…
Smartkarma Daily BriefsJuly 17, 2025
In today’s briefing: US Inflation Creeps In QuietlyKorean Government's New Task Force for Inclusion in…
Smartkarma Daily BriefsJuly 16, 2025
In today’s briefing: Crypto Moves #25 – Ethereum Restaking: Potential is Not Risk-Free Crypto Moves…
Smartkarma Daily BriefsApril 27, 2024
In today’s briefing: Crypto Bankruptcies and Lessons LearnedCryptocurrencies: Ill-Advised Speculation or an Alternative Asset Class?…
Smartkarma Daily BriefsApril 26, 2024
In today’s briefing: High off the Bitcoin HalvingCrypto Crisp: Up, Not Down High off the…
Smartkarma Daily BriefsApril 23, 2024
In today’s briefing: Crypto Moves #24 – Bitcoin Is A Safe Haven When There’s Nothing…
Smartkarma Daily BriefsApril 19, 2024
In today’s briefing: Crypto Crisp: Hong Kong Rhymes With Bitcoin and Ethereum ETFs Crypto Crisp:…
Smartkarma Daily BriefsApril 16, 2024
In today’s briefing: Crypto Moves #23 – The Bitcoin ETFs Run the World Crypto Moves…
Smartkarma Daily BriefsApril 12, 2024
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