In today’s briefing: Index Consultation on DATCos Means MORE Selling Likely, and Another Index QuestionableHang…
Smartkarma Daily BriefsNovember 11, 2025
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Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: Light & Wonder (LNW AU): Index Implications of NASDAQ Delisting & ASX…
Smartkarma Daily BriefsNovember 9, 2025
In today’s briefing: Light & Wonder (LNW AU): Index Implications of NASDAQ Delisting & ASX…
Smartkarma Daily BriefsNovember 8, 2025
In today’s briefing: Light & Wonder (LNW US/AU) US Delisting / ASX Relisting Index EventPonyAI…
Smartkarma Daily BriefsNovember 7, 2025
In today’s briefing: Genting Malaysia (GENM MK): Genting (GENT MK)'s Curious OfferHSTECH Index Rebalance Preview:…
Smartkarma Daily BriefsNovember 6, 2025
In today’s briefing: On Jardine Matheson's Latest BuybackSquare’s Level 2 Leverage Caps End Tomorrow —…
Smartkarma Daily BriefsNovember 11, 2025
In today’s briefing: Key Schedule for Korea’s Dividend Policy Momentum: This Thursday – Short‑term Target…
Smartkarma Daily BriefsNovember 10, 2025
In today’s briefing: Last Week In Event SPACE: Mandarin Oriental, Light & Wonder, Cathay Pacific,…
Smartkarma Daily BriefsNovember 9, 2025
In today’s briefing: Meilan Airport (357 HK)'s Special Deal And Tardy MGODouzone Bizon Situation: TOB…
Smartkarma Daily BriefsNovember 8, 2025
In today’s briefing: Light & Wonder (LNW US/AU) US Delisting / ASX Relisting Index EventCathay…
Smartkarma Daily BriefsNovember 7, 2025
In today’s briefing: Toyota Industries (6201 JP): Market Movements Support the Case of a Higher…
Smartkarma Daily BriefsNovember 6, 2025
In today’s briefing: CNGR A/H Listing: Healthy A/H Premium and Cheap ValuationCNGR Advanced Material H…
Smartkarma Daily BriefsNovember 11, 2025
In today’s briefing: ECM Weekly (10 November 2025) - Seres, Pony, WeRide, Joyson, DIY, Maynilad,…
Smartkarma Daily BriefsNovember 10, 2025
In today’s briefing: Pinelabs IPO Review - Another Fintech IPO Exactly 4yrs After Paytm -…
Smartkarma Daily BriefsNovember 9, 2025
In today’s briefing: Pine Labs IPO - RHP Updates and Thoughts on Valuation Human Made…
Smartkarma Daily BriefsNovember 8, 2025
In today’s briefing: Maynilad Water Services IPO Trading - Main Peer Has Corrected, Still at…
Smartkarma Daily BriefsNovember 7, 2025
In today’s briefing: Pony.AI Hong Kong Public Offering Valuation AnalysisPonyAI and WeRide Secondary HK Trading…
Smartkarma Daily BriefsNovember 6, 2025
In today’s briefing: LG Corp: NAV Analysis Suggests a 29% Upside, Likely to Catch Up…
Smartkarma Daily BriefsNovember 11, 2025
In today’s briefing: BYD (1211): Time to SellPrimer: Just Dial Ltd (JUST IN) - Nov…
Smartkarma Daily BriefsNovember 10, 2025
In today’s briefing: Primer: Lion Rock Group (1127 HK) - Nov 2025Omada Health (OMDA.US): Robust…
Smartkarma Daily BriefsNovember 9, 2025
In today’s briefing: Margin Call at 2nm: What TSMC's Price Hike Means for the Chip…
Smartkarma Daily BriefsNovember 8, 2025
Daily Brief Equity Bottom-Up: Michael Burry’s Uber Bearish Positions in Palantir and Nvidia and more
In today’s briefing: Michael Burry's Uber Bearish Positions in Palantir and NvidiaCathay Pacific (293 HK):…
Smartkarma Daily BriefsNovember 7, 2025
In today’s briefing: Microsoft's OpenAI ConundrumLong Bluescope (BSL AU) Vs. Short Sims (SGM AU): Statistical…
Smartkarma Daily BriefsNovember 6, 2025
In today’s briefing: KKR and Founder to Take Engineer Staffing Agency Forum Engineering (7088) PrivateQuiddity…
Smartkarma Daily BriefsNovember 11, 2025
In today’s briefing: Hang Seng Internet & IT Index (HSIII) Rebalance Preview: Methodology Change Leads…
Smartkarma Daily BriefsNovember 10, 2025
In today’s briefing: Pinelabs IPO Review - Another Fintech IPO Exactly 4yrs After Paytm -…
Smartkarma Daily BriefsNovember 9, 2025
In today’s briefing: Margin Call at 2nm: What TSMC's Price Hike Means for the Chip…
Smartkarma Daily BriefsNovember 8, 2025
In today’s briefing: Michael Burry's Uber Bearish Positions in Palantir and NvidiaKospi: Rising Volatility and…
Smartkarma Daily BriefsNovember 7, 2025
In today’s briefing: Pony.AI Hong Kong Public Offering Valuation AnalysisPonyAI and WeRide Secondary HK Trading…
Smartkarma Daily BriefsNovember 6, 2025
In today’s briefing: CSI500/1000 Index Rebalance Preview: Adds Outperform Deletes Early On, Then Hit a…
Smartkarma Daily BriefsNovember 11, 2025
In today’s briefing: Hang Seng Internet & IT Index (HSIII) Rebalance Preview: Methodology Change Leads…
Smartkarma Daily BriefsNovember 10, 2025
In today’s briefing: Primer: Lion Rock Group (1127 HK) - Nov 2025China Healthcare Weekly (Nov.9)-Medical…
Smartkarma Daily BriefsNovember 9, 2025
In today’s briefing: Meilan Airport (357 HK)'s Special Deal And Tardy MGOAlebund (礼邦生物) Pre-IPO Quick…
Smartkarma Daily BriefsNovember 8, 2025
In today’s briefing: Cathay (293 HK) Takes Out Qatar Airway's StakeSSE50 Index Rebalance Preview: 4…
Smartkarma Daily BriefsNovember 7, 2025
In today’s briefing: Pony.AI Hong Kong Public Offering Valuation AnalysisPonyAI and WeRide Secondary HK Trading…
Smartkarma Daily BriefsNovember 6, 2025
In today’s briefing: KKR and Founder to Take Engineer Staffing Agency Forum Engineering (7088) PrivateShiseido…
Smartkarma Daily BriefsNovember 11, 2025
In today’s briefing: Saint-Care (2374 JP): An Attractive MBOMerger Arb Mondays (10 Nov) - Soft99,…
Smartkarma Daily BriefsNovember 10, 2025
In today’s briefing: NEC (6701 JP): Tie-Up with Siemens Adds to Growth PotentialMitsui & Co.…
Smartkarma Daily BriefsNovember 9, 2025
In today’s briefing: Human Made IPO a Testament to Japan's Creative MuscleWill Strengthened Disclosure Rules…
Smartkarma Daily BriefsNovember 8, 2025
In today’s briefing: Final Flows for the Major Global Index Rebal in November 2025: US$42bn…
Smartkarma Daily BriefsNovember 7, 2025
In today’s briefing: Toyota Industries (6201 JP): Market Movements Support the Case of a Higher…
Smartkarma Daily BriefsNovember 6, 2025
In today’s briefing: Asian Equities: Earnings Estimate Upgrades Climbing, but Slowly and SelectivelyPeering into 2026:…
Smartkarma Daily BriefsNovember 10, 2025
In today’s briefing: HEW: Caution Echoes Outside the BoEBUY/SELL/HOLD: Hong Kong Market Update (November 5)Big…
Smartkarma Daily BriefsNovember 8, 2025
In today’s briefing: BoE: Bailey Leans Over December FenceVolatility Strategy: Analyzing the WTI Crude Price…
Smartkarma Daily BriefsNovember 7, 2025
In today’s briefing: Rebound To ResilienceActinver Research - GDP 3Q-25Actinver Research - Inflation Forecast (2h-Oct)Actinver…
Smartkarma Daily BriefsNovember 6, 2025
In today’s briefing: The Art of the Trade War: HE SAID, XI SAID..... WHAT WAS…
Smartkarma Daily BriefsNovember 5, 2025
In today’s briefing: HEM: Nov-25 Views & ChallengesMaking Sense of the Gold Price RetreatPrepare for…
Smartkarma Daily BriefsNovember 4, 2025
In today’s briefing: Pudgy Penguins: From Web3 Icon to Social Currency Pudgy Penguins: From Web3…
Smartkarma Daily BriefsJuly 29, 2025
In today’s briefing: ZKsync Prividium – Compliant, Private, Turnkey Blockchain Infra ZKsync Prividium – Compliant,…
Smartkarma Daily BriefsJuly 24, 2025
In today’s briefing: Sidekick: Building the LiveFi Infrastructure for Real-Time Trading Sidekick: Building the LiveFi…
Smartkarma Daily BriefsJuly 23, 2025
In today’s briefing: Singapore Emerges as the Stablecoin Safehouse Singapore Emerges as the Stablecoin SafehouseBy…
Smartkarma Daily BriefsJuly 19, 2025
In today’s briefing: Altcoin Strategic Reserves: Why Are Public Companies Buying Altcoins? Altcoin Strategic Reserves:…
Smartkarma Daily BriefsJuly 18, 2025
In today’s briefing: Euler (EUL) - DeFi Lending Protocol on Ethereum Advancing Aave and Compound…
Smartkarma Daily BriefsJuly 11, 2025
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