In today’s briefing: STAR50/STAR100 Index Rebalance Preview: Central Huijin's ETF Creations Skew PerformanceMazagon Dock Shipbuilders…
Smartkarma Daily BriefsApril 13, 2025
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Smartkarma Daily Briefs
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In today’s briefing: 7&I (3382) - FY24 Better, FY25 OK, Surprisingly Large BuybackCanvest (1381 HK):…
Smartkarma Daily BriefsApril 11, 2025
In today’s briefing: STAR50/STAR100 Index Rebalance Preview: Central Huijin's ETF Creations Skew PerformanceAussie Arbs: Trump…
Smartkarma Daily BriefsApril 10, 2025
In today’s briefing: HK Merger Arb: Opportunities Amidst the Market SelloffHong Kong Arbs: (Largely) Immune…
Smartkarma Daily BriefsApril 9, 2025
In today’s briefing: HK Merger Arb: Opportunities Amidst the Market SelloffAussie Arbs: Trump Tariffs And…
Smartkarma Daily BriefsApril 8, 2025
In today’s briefing: James Hardie (JHX AU)/Azek (AZEK US) Merger: Risky, Expensive, And Poor GovernanceCapri…
Smartkarma Daily BriefsApril 12, 2025
In today’s briefing: Minebea Mitsumi Overbids Yageo for Shibaura Electronics (6957)Shibaura Electronics (6957 JP): Minebea…
Smartkarma Daily BriefsApril 11, 2025
In today’s briefing: 7&I (3382) - FY24 Better, FY25 OK, Surprisingly Large BuybackCK Hutch (1…
Smartkarma Daily BriefsApril 10, 2025
In today’s briefing: Key Implications of SK Inc's Disposal of SK SiltronAbacus Storage King (ASK…
Smartkarma Daily BriefsApril 9, 2025
In today’s briefing: HK Merger Arb: Opportunities Amidst the Market SelloffAussie Arbs: Trump Tariffs And…
Smartkarma Daily BriefsApril 8, 2025
In today’s briefing: Merger Arb Mondays (07 Apr) - Seven & I, Makino, HKBN, OneConnect,…
Smartkarma Daily BriefsApril 7, 2025
In today’s briefing: CATL A/H Listing - Thoughts on A/H PremiumChagee Holdings (CHA US) IPO:…
Smartkarma Daily BriefsApril 3, 2025
In today’s briefing: Wuxi XDC Placement - Following Biologics Playbook, past Deals Have Been MixedSmartStop…
Smartkarma Daily BriefsApril 2, 2025
In today’s briefing: Chagee Holdings Limited (CHA): Peeking at the IPO Prospectus of China's Premium…
Smartkarma Daily BriefsApril 1, 2025
In today’s briefing: ECM Weekly (31st Mar 2025) - Xiaomi, NIO, FCT, Gigabyte, DN Sol,…
Smartkarma Daily BriefsMarch 31, 2025
In today’s briefing: Bukwang Pharm Announces A Capital Raise of 100 Billion WonCoreWeave Inc (CRWV):…
Smartkarma Daily BriefsMarch 29, 2025
In today’s briefing: NIO HK Placement - Lots of Reasons to Avoid and Only One…
Smartkarma Daily BriefsMarch 28, 2025
In today’s briefing: Paytm 2.0: Growth Triggers Loading…Apple in Crisis Mode? Tariffs, Stock Wipeouts, and…
Smartkarma Daily BriefsApril 12, 2025
In today’s briefing: Fast Retailing (9983) | Japan Delivers as Tariffs Start to ImpactTSMC (2330.TT;…
Smartkarma Daily BriefsApril 11, 2025
In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Spread Near Short Level; ASE & ChipMOS Spreads…
Smartkarma Daily BriefsApril 10, 2025
In today’s briefing: Power Integrations Powers Up with GaN Breakthroughs—Is It Time To BUY Into…
Smartkarma Daily BriefsApril 9, 2025
In today’s briefing: Chagee (霸王茶姬) Pre-IPO: Very Few Exact Competitors - A Viewpoint on the…
Smartkarma Daily BriefsApril 8, 2025
In today’s briefing: TSMC (2330.TT; TSM.US): Brace Yourself for the US Tariffs!Komeri (8218) Rare, Tariff-Proof…
Smartkarma Daily BriefsApril 7, 2025
In today’s briefing: Clearing Up the Confusion: Ex-Rights Trading in Korean Rights OfferingsPaytm 2.0: Growth…
Smartkarma Daily BriefsApril 12, 2025
In today’s briefing: Minebea Mitsumi Overbids Yageo for Shibaura Electronics (6957)Shibaura Electronics (6957 JP): Minebea…
Smartkarma Daily BriefsApril 11, 2025
In today’s briefing: HKBN (1310 HK): China Mobile Agrees to Acquire TPG’s StakeTaiwan Dual-Listings Monitor:…
Smartkarma Daily BriefsApril 10, 2025
In today’s briefing: STAR50/STAR100 Index Rebalance Preview: Central Huijin's ETF Creations Skew PerformanceKey Implications of…
Smartkarma Daily BriefsApril 9, 2025
In today’s briefing: Watch This Friday's TIGER Top 10 Semicon RebalanceNintendo (7974) | Next-Gen Switch…
Smartkarma Daily BriefsApril 8, 2025
In today’s briefing: TSMC (2330.TT; TSM.US): Brace Yourself for the US Tariffs!Weekly Update (HAVAS, ANGI)…
Smartkarma Daily BriefsApril 7, 2025
In today’s briefing: Fengxiang (9977 HK): PAG’s Preconditional Privatisation Offer at HK$2.00HSCEI Index Options Weekly…
Smartkarma Daily BriefsApril 13, 2025
In today’s briefing: Jiaxin International Resources Investment Limited Pre-IPO TearsheetLucror Analytics - Morning Views Asia…
Smartkarma Daily BriefsApril 12, 2025
In today’s briefing: Goldlion Holdings (533 HK): An Attractive Spread Ahead of the Vote on…
Smartkarma Daily BriefsApril 11, 2025
In today’s briefing: CK Hutch (1 HK): Back To Square OneHKBN (1310 HK): China Mobile…
Smartkarma Daily BriefsApril 10, 2025
In today’s briefing: STAR50/STAR100 Index Rebalance Preview: Central Huijin's ETF Creations Skew PerformanceDuality Biotherapeutics (映恩生物)…
Smartkarma Daily BriefsApril 9, 2025
In today’s briefing: HK Merger Arb: Opportunities Amidst the Market SelloffCSI 300 Index Outlook After…
Smartkarma Daily BriefsApril 8, 2025
In today’s briefing: 7&I (3382) - FY24 Better, FY25 OK, Surprisingly Large BuybackUSTR Hearings on…
Smartkarma Daily BriefsApril 10, 2025
In today’s briefing: TOPIX Index Upweights: Great Hit Rate; Strong Trade Performance; A Rare Win!Nikkei…
Smartkarma Daily BriefsApril 9, 2025
In today’s briefing: Suzuki Motor Placement - Not the Best Time for a US$1.15bn Deal.…
Smartkarma Daily BriefsApril 8, 2025
In today’s briefing: Merger Arb Mondays (07 Apr) - Seven & I, Makino, HKBN, OneConnect,…
Smartkarma Daily BriefsApril 7, 2025
In today’s briefing: Last Week in Event SPACE: Makino, ENN Energy, Trump Tariffs, HKBN(Mostly) Asia-Pac…
Smartkarma Daily BriefsApril 6, 2025
In today’s briefing: Nidec Launches on Makino Milling (6135) - Others Presumably Wait In the…
Smartkarma Daily BriefsApril 5, 2025
In today’s briefing: EM Stock Rotation: China & HK Stocks Take Centre StageThe Message From…
Smartkarma Daily BriefsMarch 31, 2025
In today’s briefing: Overview #21 India, Gold and the Slow Death of AI Overview #21…
Smartkarma Daily BriefsMarch 30, 2025
In today’s briefing: HEW: Braced For Reciprocal Tariffs WTI Climbs on Trade Disruptions, Moderate Weather…
Smartkarma Daily BriefsMarch 29, 2025
In today’s briefing: US Tariffs: No Fooling!Global copper markets navigate trade flow shifts and smelting…
Smartkarma Daily BriefsMarch 28, 2025
In today’s briefing: UK: Low CPI As Seasonal Sales ExtendUK Fiscal Smoke Over Treading WaterUK…
Smartkarma Daily BriefsMarch 27, 2025
In today’s briefing: Asian Equities: What if There's a US Recession?Abroad and at Home, Asian…
Smartkarma Daily BriefsMarch 26, 2025
In today’s briefing: The True Meaning of Liquidity The True Meaning of LiquidityBy KaikoLiquidity is…
Smartkarma Daily BriefsJanuary 3, 2023
In today’s briefing: The 10 Defining Market Events of 2022 The 10 Defining Market Events…
Smartkarma Daily BriefsDecember 27, 2022
In today’s briefing: Smartkarma Webinar | Is There Still Hope for Crypto in 2023?Developing Economies:…
Smartkarma Daily BriefsDecember 23, 2022
In today’s briefing: Binance Volume Recovers Despite Mass Outflows Binance Volume Recovers Despite Mass OutflowsBy…
Smartkarma Daily BriefsDecember 20, 2022
In today’s briefing: A Comparison of Aave and Compound A Comparison of Aave and CompoundBy…
Smartkarma Daily BriefsDecember 16, 2022
In today’s briefing: Terra Collapse Returns to the Spotlight Terra Collapse Returns to the SpotlightBy…
Smartkarma Daily BriefsDecember 13, 2022
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