In today’s briefing: Senko Group (9069 JP) Bids for Maruwn (9067 JP) In Deal Which…
Smartkarma Daily BriefsNovember 17, 2025
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Smartkarma Daily Briefs
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In today’s briefing: Kioxia (285A JP): Toshiba Selling Leads to Passive Buying & Removes Overhang…
Smartkarma Daily BriefsNovember 15, 2025
In today’s briefing: Index Consultation on DATCos Means MORE Selling Likely, and Another Index QuestionableFXI…
Smartkarma Daily BriefsNovember 14, 2025
In today’s briefing: FXI Rebalance Preview: New Listings, Potential Inclusions, H/A Premiums Light & Wonder…
Smartkarma Daily BriefsNovember 13, 2025
In today’s briefing: Hang Seng Internet & IT Index (HSIII) Rebalance Preview: Methodology Change Leads…
Smartkarma Daily BriefsNovember 12, 2025
In today’s briefing: SBI Shinsei Bank (8303 JP) IPO: TPX Add in Jan; Global Index:…
Smartkarma Daily BriefsNovember 17, 2025
In today’s briefing: Itochu-Shokuhin (2692 JP): Itochu Likely to Shrug off Sapphireterra’s Privatisation CallLast Week…
Smartkarma Daily BriefsNovember 16, 2025
In today’s briefing: Genting Malaysia (GENM MK). The Offer Is Now Unconditional. The IFA Rejects…
Smartkarma Daily BriefsNovember 15, 2025
In today’s briefing: Senko Group (9069 JP) Bids for Maruwn (9067 JP) In Deal Which…
Smartkarma Daily BriefsNovember 14, 2025
In today’s briefing: Hynix L2 Flag Risk: Why Stuck Below ₩620k? Eyes on Nov 17…
Smartkarma Daily BriefsNovember 13, 2025
In today’s briefing: Light & Wonder (LNW US/AU) US Delisting Event - Updating The Assumptions/EstimatesOn…
Smartkarma Daily BriefsNovember 12, 2025
In today’s briefing: ECM Weekly (17 November 2025) -Softcare, Northsand, Human Made, Lenskart, Pine Labs,…
Smartkarma Daily BriefsNovember 17, 2025
In today’s briefing: China Healthcare Weekly (Nov.16) - Crazy Healthcare IPOs, Don't Bet on BD,…
Smartkarma Daily BriefsNovember 16, 2025
In today’s briefing: Shadowfax Technologies Pre-IPO TearsheetLingong Heavy Machinery Pre-IPO TearsheetSAEL Industries Ltd Pre-IPO TearsheetCapillary…
Smartkarma Daily BriefsNovember 15, 2025
In today’s briefing: Emmvee Photovoltaic Power IPO - Integrated Scale, Bright ProspectsRox Resources Placement: Large…
Smartkarma Daily BriefsNovember 14, 2025
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Smartkarma Daily BriefsNovember 13, 2025
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Smartkarma Daily BriefsNovember 12, 2025
In today’s briefing: Relative Value in Australian Banks: ANZ/Westpac Overbought; Macquarie/Bendigo to Catch UpRelative Value…
Smartkarma Daily BriefsNovember 17, 2025
In today’s briefing: Why Biocon's Merger Is the Cleaner, Cheaper Path to Value Unlock?AMMN IJ…
Smartkarma Daily BriefsNovember 16, 2025
Daily Brief Equity Bottom-Up: Pfizer and Novo Nordisk’s $10bn battle over weight-loss drugs and more
In today’s briefing: Pfizer and Novo Nordisk’s $10bn battle over weight-loss drugsLum Chang Creations Limited:…
Smartkarma Daily BriefsNovember 15, 2025
In today’s briefing: Tencent (700 HK): 3Q25, Continuous Revenue Acceleration & Margin Improvement, 40% UpsideNTT…
Smartkarma Daily BriefsNovember 14, 2025
In today’s briefing: Tencent Music (TME): 3Q25, Offline Rev Up by 50%, Margin Improved for…
Smartkarma Daily BriefsNovember 13, 2025
In today’s briefing: Softbank Group: Performance Powered by OpenAI. Exits NVIDIA, Bets Big on AIThe…
Smartkarma Daily BriefsNovember 12, 2025
In today’s briefing: STAR&CHINEXT 50 Index Rebalance Preview: Potential Changes in DecemberNVIDIA’s $500B Order Book:…
Smartkarma Daily BriefsNovember 17, 2025
In today’s briefing: AppFolio’s Bold Market Strategy: Can AI and Realm-X Make It the Real…
Smartkarma Daily BriefsNovember 16, 2025
In today’s briefing: Appier (4180) | A Record Quarter. So What's the Problem?Direction of Samsung…
Smartkarma Daily BriefsNovember 15, 2025
In today’s briefing: Tencent (700 HK): 3Q25, Continuous Revenue Acceleration & Margin Improvement, 40% UpsideCSI…
Smartkarma Daily BriefsNovember 14, 2025
In today’s briefing: Hynix L2 Flag Risk: Why Stuck Below ₩620k? Eyes on Nov 17…
Smartkarma Daily BriefsNovember 13, 2025
In today’s briefing: Softbank Group: Performance Powered by OpenAI. Exits NVIDIA, Bets Big on AIFXI…
Smartkarma Daily BriefsNovember 12, 2025
In today’s briefing: CSI A500 Index Rebalance Preview: Bunch of Changes to Lead to US$1.6bn…
Smartkarma Daily BriefsNovember 17, 2025
In today’s briefing: China Healthcare Weekly (Nov.16) - Crazy Healthcare IPOs, Don't Bet on BD,…
Smartkarma Daily BriefsNovember 16, 2025
In today’s briefing: Why Is Jinke Smart (9666 HK) Still Suspended?Lingong Heavy Machinery Pre-IPO Tearsheet…
Smartkarma Daily BriefsNovember 15, 2025
In today’s briefing: StubWorld: Zijin Mining (2899 HK) Is Still Out Of WhackTencent (700 HK):…
Smartkarma Daily BriefsNovember 14, 2025
In today’s briefing: CSI Liquor/ Alcoholic Drink Index Rebalance Preview: One Delete & Some Big…
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In today’s briefing: SBI Shinsei Bank (8303 JP) IPO: TPX Add in Jan; Global Index:…
Smartkarma Daily BriefsNovember 17, 2025
In today’s briefing: SBI Shinsei Bank (8303 JP): Fast-Entry ComebackItochu-Shokuhin (2692 JP): Itochu Likely to…
Smartkarma Daily BriefsNovember 16, 2025
In today’s briefing: Appier (4180) | A Record Quarter. So What's the Problem?Universal Entertainment (6425…
Smartkarma Daily BriefsNovember 15, 2025
In today’s briefing: Senko Group (9069 JP) Bids for Maruwn (9067 JP) In Deal Which…
Smartkarma Daily BriefsNovember 14, 2025
In today’s briefing: Paris Miki Is Indeed an MBO Target; Luxottica May Complain But Tough…
Smartkarma Daily BriefsNovember 13, 2025
In today’s briefing: Softbank Group: Performance Powered by OpenAI. Exits NVIDIA, Bets Big on AITOPIX…
Smartkarma Daily BriefsNovember 12, 2025
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Smartkarma Daily BriefsNovember 16, 2025
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Smartkarma Daily BriefsNovember 15, 2025
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Smartkarma Daily BriefsNovember 14, 2025
In today’s briefing: Technically Speaking Breakouts & Breakdowns - HONG KONG (November 10)Oil: Wisdom of…
Smartkarma Daily BriefsNovember 13, 2025
In today’s briefing: UK: Jobless Embolden Bailey’s Cut239: How Private Markets Could Reshape Portfolios and…
Smartkarma Daily BriefsNovember 12, 2025
In today’s briefing: CHINA'S AI COMMODITIZATION: Can Global AI Valuations Survive?NPS Could Raise Allocation of…
Smartkarma Daily BriefsNovember 11, 2025
In today’s briefing: Maple Finance (SYRUP) – Underwritten and Collateralised DeFi Lending on Ethereum. Maple…
Smartkarma Daily BriefsAugust 29, 2025
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Smartkarma Daily BriefsAugust 25, 2025
In today’s briefing: Ether ETFs Finally Wake Up Ether ETFs Finally Wake UpBy Trillions4imprint's order…
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In today’s briefing: 2025 1H Listing Report 2025 1H Listing ReportBy Animoca Brands ResearchThe introduction…
Smartkarma Daily BriefsAugust 15, 2025
In today’s briefing: Stablecoin I: Mainstream Opportunities Stablecoin I: Mainstream OpportunitiesBy Animoca Brands ResearchRecent legislations…
Smartkarma Daily BriefsAugust 7, 2025
In today’s briefing: Zac Townsend: Insurance for the Crypto Era - Zac Townsend: Insurance for…
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