In today’s briefing: Warren Buffett and the Japanese Trading Houses I7&I (3382) - Bain Gets…
Smartkarma Daily BriefsFebruary 25, 2025
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Smartkarma Daily Briefs
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In today’s briefing: Nikkei 225 Index Rebalance: Performance of Potential Adds/Deletes & PositioningAlibaba (9988 HK):…
Smartkarma Daily BriefsFebruary 23, 2025
In today’s briefing: Shin Kong (2888 TT) / Taishin (2887 TT) - Waiting on the…
Smartkarma Daily BriefsFebruary 22, 2025
In today’s briefing: Goodman Group (GMG AU): Much Bigger Index Impact of US$2.5bn Equity OfferingIndia:…
Smartkarma Daily BriefsFebruary 21, 2025
In today’s briefing: Goodman Group (GMG AU): Much Bigger Index Impact of US$2.5bn Equity OfferingHang…
Smartkarma Daily BriefsFebruary 20, 2025
In today’s briefing: 7&I (3382) - Bain Gets York Holdings with a Surprising Price, And…
Smartkarma Daily BriefsFebruary 24, 2025
In today’s briefing: Nifty IT Index Rebalance: Oracle Financial Services Takes a Beating but Replaces…
Smartkarma Daily BriefsFebruary 23, 2025
In today’s briefing: StubWorld: REA Group Dives As CoStar Muscles Into TurfStrategic Reshuffle, Shareholder Adjustments,…
Smartkarma Daily BriefsFebruary 22, 2025
In today’s briefing: Proto Corp (4298) - Large Active Holders Going Activish-YCNBM (3323 HK): Whitewash…
Smartkarma Daily BriefsFebruary 21, 2025
In today’s briefing: MV Australia Equal Weight Index Rebalance Preview: Potential Changes in March; Multiple…
Smartkarma Daily BriefsFebruary 20, 2025
In today’s briefing: Goodman Group (GMG AU): Much Bigger Index Impact of US$2.5bn Equity OfferingPEC…
Smartkarma Daily BriefsFebruary 19, 2025
In today’s briefing: Pre-IPO Hanx Biopharmaceuticals - The Risk of Pipeline Development Failure Is HighMIXUE…
Smartkarma Daily BriefsFebruary 11, 2025
In today’s briefing: Hexaware Technologies IPO: The Bear CaseECM Weekly (10th Feb 2025) - Haitian,…
Smartkarma Daily BriefsFebruary 10, 2025
In today’s briefing: Guming Holding IPO Valuation AnalysisSionna Therapeutics Inc. (SION): RA Capital Backed Biotech…
Smartkarma Daily BriefsFebruary 9, 2025
In today’s briefing: Hexaware Technologies IPO: The Bull CaseBreton Technology Pre-IPO: Growing but Continues to…
Smartkarma Daily BriefsFebruary 8, 2025
In today’s briefing: Whirlpool of India OFS Early Look - Another Large Selldown by ParentHMH…
Smartkarma Daily BriefsFebruary 7, 2025
In today’s briefing: Guming Holdings (1364 HK) IPO: Valuation InsightsPegBio 派格生物 IPO: A (Supposedly) Straightforward…
Smartkarma Daily BriefsFebruary 6, 2025
In today’s briefing: Warren Buffett and the Japanese Trading Houses IGrab Holdings (GRAB US) -…
Smartkarma Daily BriefsFebruary 24, 2025
In today’s briefing: TSMC (2330.TT; TSM.US): Will TSMC Work on Intel Foundry Services? There Are…
Smartkarma Daily BriefsFebruary 23, 2025
In today’s briefing: Religare's New Dawn: The Burman Family Takes Control: AI Monetization by How…
Smartkarma Daily BriefsFebruary 22, 2025
In today’s briefing: Alibaba (BABA): 3Q25, Main Business Growth Close to Double DigitsTaiwan Dual-Listings Monitor:…
Smartkarma Daily BriefsFebruary 21, 2025
In today’s briefing: Did BHP Blow $10B Buying Oz?Intel. What's Really Going On?Tam Jai International…
Smartkarma Daily BriefsFebruary 20, 2025
In today’s briefing: Taiwan Tech Weekly: TSMC & Broadcom Exploring Intel Acquisition -- ImplicationsResumption of…
Smartkarma Daily BriefsFebruary 19, 2025
In today’s briefing: Xiaomi (1810 HK) - Riding the Wave. How Option Traders Navigate. Top…
Smartkarma Daily BriefsFebruary 24, 2025
In today’s briefing: Nifty IT Index Rebalance: Oracle Financial Services Takes a Beating but Replaces…
Smartkarma Daily BriefsFebruary 23, 2025
In today’s briefing: : AI Monetization by How Much & At What Cost?Tech Supply Chain…
Smartkarma Daily BriefsFebruary 22, 2025
In today’s briefing: Hang Seng Indexes: Announcement Today; Updated Flows (Some Big Ones)The story behind…
Smartkarma Daily BriefsFebruary 21, 2025
In today’s briefing: Intel. What's Really Going On?Shortlist Of High Conviction Ideas: Income, Value, and…
Smartkarma Daily BriefsFebruary 20, 2025
In today’s briefing: Xtapli Placement - Questionable Timing. An AI Momentum Play, at BestTaiwan Tech…
Smartkarma Daily BriefsFebruary 19, 2025
In today’s briefing: A/H Premium Tracker (To 21 Feb 2025): AH Premia Continue to Fall;…
Smartkarma Daily BriefsFebruary 24, 2025
In today’s briefing: Alibaba – How to Position Post Earnings Amid Sticky VolatilityHang Seng Internet…
Smartkarma Daily BriefsFebruary 23, 2025
In today’s briefing: MIXUE IPO - Decent Cornerstone, past Sentiment OverhangMIXUE Group (2097 HK) IPO:…
Smartkarma Daily BriefsFebruary 22, 2025
In today’s briefing: Hang Seng Indexes: Announcement Today; Updated Flows (Some Big Ones)CNBM (3323 HK):…
Smartkarma Daily BriefsFebruary 21, 2025
In today’s briefing: Canvest (1381 HK): Regulatory Precondition SatisfiedMIXUE Pre-IPO - Updated Peer Comparison -…
Smartkarma Daily BriefsFebruary 20, 2025
In today’s briefing: Xtapli Placement - Questionable Timing. An AI Momentum Play, at BestQuiddity Leaderboard…
Smartkarma Daily BriefsFebruary 19, 2025
In today’s briefing: Not Promptly Retiring Treasury Stock Has Increased the Market Cap of Japanese-Style…
Smartkarma Daily BriefsFebruary 22, 2025
In today’s briefing: Proto Corp (4298) - Large Active Holders Going Activish-YProto Corp (4298 JP):…
Smartkarma Daily BriefsFebruary 21, 2025
In today’s briefing: JX Advanced Metals (5016 JP) IPO: The Bear CaseTerumo Corp (4543 JP):…
Smartkarma Daily BriefsFebruary 20, 2025
In today’s briefing: JX Advanced Metals (5016 JP) IPO: The Bull CaseJapan Eyewear Holdings: A…
Smartkarma Daily BriefsFebruary 19, 2025
In today’s briefing: JIC Launches Shinko (6967) Deal At ¥5,920/ShareSony To Sell Down SRE Holdings…
Smartkarma Daily BriefsFebruary 18, 2025
In today’s briefing: Nikkei 225 Index Rebalance: Performance of Potential Adds/Deletes & PositioningMUFG Partial Offer…
Smartkarma Daily BriefsFebruary 17, 2025
In today’s briefing: Steno Signals #184 – Here is the roadmap for the business cycle…
Smartkarma Daily BriefsFebruary 11, 2025
In today’s briefing: The Art of the Trade War: US/CHINA Opening MovesNo Change: Still a…
Smartkarma Daily BriefsFebruary 10, 2025
In today’s briefing: WTI Pressured by Macroeconomic Uncertainty; Henry Hub Rebounds on Colder ForecastsHow to…
Smartkarma Daily BriefsFebruary 8, 2025
In today’s briefing: Why Big Oil is resisting Trump’s call to ‘drill, baby, drill'India Energy…
Smartkarma Daily BriefsFebruary 7, 2025
In today’s briefing: The Tariff Announcement That Shocked Financial MarketsRegional Economics: Trump’s America First Policies…
Smartkarma Daily BriefsFebruary 6, 2025
In today’s briefing: Marko Kolanovic Is Back With a Warning for StocksCan Tech Growth Cushion…
Smartkarma Daily BriefsFebruary 5, 2025
In today’s briefing: #35 Who cares about The Merge? #35 Who cares about The Merge?By…
Smartkarma Daily BriefsSeptember 7, 2022
In today’s briefing: ETH Open Interest Retraces From All Time Highs ETH Open Interest Retraces…
Smartkarma Daily BriefsSeptember 6, 2022
In today’s briefing: Capturing Opportunities in the Emerging PoS Staking Industry Capturing Opportunities in the…
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In today’s briefing: Sell MKR Token- DAO Governance Wars and Centralization Means MKR Token Will…
Smartkarma Daily BriefsSeptember 3, 2022
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Smartkarma Daily BriefsSeptember 2, 2022
In today’s briefing: The Crypto VC List - 2022 The Crypto VC List - 2022By…
Smartkarma Daily BriefsSeptember 1, 2022
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