In today’s briefing: Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for MarchTam Jai (2217…
Smartkarma Daily BriefsFebruary 19, 2025
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Smartkarma Daily Briefs
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In today’s briefing: JX Advanced Metals (5016 JP) IPO: TPX Add in April; Global Idx:…
Smartkarma Daily BriefsFebruary 17, 2025
In today’s briefing: China/HK: Passive Activity Expected Later This MonthAustralia: Last Look at Potential Passive…
Smartkarma Daily BriefsFebruary 16, 2025
In today’s briefing: HSTECH Index Rebalance Preview: One Constituent Change & US$884m TradeTOPIX Index Upweights:…
Smartkarma Daily BriefsFebruary 15, 2025
In today’s briefing: Trend Micro (4704) Up For Sale? Would Be a HUGE Buyout But…
Smartkarma Daily BriefsFebruary 14, 2025
In today’s briefing: JIC Launches Shinko (6967) Deal At ¥5,920/ShareHang Seng Index (HSI) Rebalance Preview:…
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: Japan Eyewear Cancels Offering and TSE Prime Application on Internal Controls Problem…
Smartkarma Daily BriefsFebruary 16, 2025
In today’s briefing: 3D Launches Partial Tender Offer on Hankyu Hanshin REIT (8977)JX Advanced Metals…
Smartkarma Daily BriefsFebruary 15, 2025
In today’s briefing: Kaonavi (4435 JP) - Small HR Software Co Gets 121% Premium LBO…
Smartkarma Daily BriefsFebruary 14, 2025
In today’s briefing: Thoughts On An Ingenia (INA AU) / Lifestyle (LIC AU) MergerChina A50…
Smartkarma Daily BriefsFebruary 13, 2025
In today’s briefing: LG CNS: First Day Trading Strategy Post IPOGuming Holdings IPO - Digestible…
Smartkarma Daily BriefsFebruary 5, 2025
In today’s briefing: LG CNS IPO: Trading DebutLG CNS IPO Trading - Demand Aided by…
Smartkarma Daily BriefsFebruary 4, 2025
In today’s briefing: ECM Weekly (3rd Feb 2025) - Seoul Guarantee, Dr Agarwal's, Ather Energy,…
Smartkarma Daily BriefsFebruary 3, 2025
In today’s briefing: Metsera Inc (MTSR): GLP-1 Boom Comes to the IPO Market with Explosive…
Smartkarma Daily BriefsFebruary 1, 2025
In today’s briefing: Lumino Industries Ltd Pre-IPO TearsheetVeritas Finance Pre-IPO TearsheetTXR Robotics IPO Valuation AnalysisAurion…
Smartkarma Daily BriefsJanuary 31, 2025
In today’s briefing: Infinity Natural Resources (INR): Sector Sentiment Sours, Exercise Caution on IPOMaze Therapeutics…
Smartkarma Daily BriefsJanuary 30, 2025
In today’s briefing: Himax Sees Chinese Automakers Far Ahead in Adopting Touch Displays; CoPackaged Optics…
Smartkarma Daily BriefsFebruary 18, 2025
In today’s briefing: Implication of Deepseek on China Data Centers: Buy GDS and VNET, Not…
Smartkarma Daily BriefsFebruary 17, 2025
In today’s briefing: Nickel Asia: Valuation Low On Cyclical Slump But Limited CatalystsApple, Alibaba Join…
Smartkarma Daily BriefsFebruary 16, 2025
In today’s briefing: Cloudflare Inc.: Can Its Enhanced Utilization in AI and Agents Help Catalyze…
Smartkarma Daily BriefsFebruary 15, 2025
Daily Brief Equity Bottom-Up: Piolax (5988 JP) – Murakami-San Gets BIG Buyback Tender Offer and more
In today’s briefing: Piolax (5988 JP) - Murakami-San Gets BIG Buyback Tender OfferAsian Equities: It's…
Smartkarma Daily BriefsFebruary 14, 2025
In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Spread Back to Extremes; ChipMOS Still HighDBS -…
Smartkarma Daily BriefsFebruary 13, 2025
In today’s briefing: JIC Launches Shinko (6967) Deal At ¥5,920/ShareHang Seng Index (HSI) Rebalance Preview:…
Smartkarma Daily BriefsFebruary 18, 2025
In today’s briefing: Nikkei 225 Index Rebalance: Performance of Potential Adds/Deletes & PositioningFSS Officially Rolls…
Smartkarma Daily BriefsFebruary 17, 2025
In today’s briefing: Samsung's 10T KRW Buyback Phase 2: The Timing of the Drop and…
Smartkarma Daily BriefsFebruary 16, 2025
In today’s briefing: Cloudflare Inc.: Can Its Enhanced Utilization in AI and Agents Help Catalyze…
Smartkarma Daily BriefsFebruary 15, 2025
In today’s briefing: Trend Micro (4704 JP): Rumoured Buyout Interest Starting to Take ShapeKaonavi (4435…
Smartkarma Daily BriefsFebruary 14, 2025
In today’s briefing: China A50 ETFs Rebalance Preview: Three Changes in MarchTaiwan Dual-Listings Monitor: TSMC…
Smartkarma Daily BriefsFebruary 13, 2025
In today’s briefing: Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for MarchSoundwill Holdings (878…
Smartkarma Daily BriefsFebruary 18, 2025
In today’s briefing: Alibaba (9988 HK): Results This Week; Over US$1bn Passive Selling in 3…
Smartkarma Daily BriefsFebruary 17, 2025
In today’s briefing: HK Connect SOUTHBOUND Flows (To 14 Feb 2025); HUGE Jump in Value…
Smartkarma Daily BriefsFebruary 16, 2025
In today’s briefing: Asia Real Estate Tracker (14-Feb-2025): Bain Capital buys worker housing from Blackstone…
Smartkarma Daily BriefsFebruary 15, 2025
In today’s briefing: Asian Equities: It's China's Year - Our "China Twelve" In the Year…
Smartkarma Daily BriefsFebruary 14, 2025
In today’s briefing: China A50 ETFs Rebalance Preview: Three Changes in MarchFXI Rebalance Preview: GTJA,…
Smartkarma Daily BriefsFebruary 13, 2025
In today’s briefing: Japan Eyewear Cancels Offering and TSE Prime Application on Internal Controls Problem…
Smartkarma Daily BriefsFebruary 16, 2025
In today’s briefing: 3D Launches Partial Tender Offer on Hankyu Hanshin REIT (8977)JX Advanced Metals…
Smartkarma Daily BriefsFebruary 15, 2025
In today’s briefing: Kaonavi (4435 JP) - Small HR Software Co Gets 121% Premium LBO…
Smartkarma Daily BriefsFebruary 14, 2025
In today’s briefing: Japan Eyewear (5889) - "Second IPO" Equity Offering Creates TOPIX InclusionShimano (7309)…
Smartkarma Daily BriefsFebruary 13, 2025
In today’s briefing: Furukawa (5715 JP) - Third Capital Policy Change in a Year Means…
Smartkarma Daily BriefsFebruary 12, 2025
In today’s briefing: The Strategy Is More Important than Whether the Mid-Term Business Plan and…
Smartkarma Daily BriefsFebruary 11, 2025
In today’s briefing: Steno Signals #183 – The Pain Trade is a Weaker USD, While…
Smartkarma Daily BriefsFebruary 4, 2025
In today’s briefing: India: A Budget to Revive PCE, Labour-Intensive Exports & Urban GovernanceUS Exceptionalism…
Smartkarma Daily BriefsFebruary 3, 2025
In today’s briefing: Is Trade War or Trade Deal More Likely for US-China Trade RelationOverview…
Smartkarma Daily BriefsFebruary 2, 2025
In today’s briefing: The Best of Hedgeye: Jim Rickards → Why Gold Is Going To…
Smartkarma Daily BriefsFebruary 1, 2025
In today’s briefing: Mexico faces a deficit – and Donald TrumpOur Business Cycle Framework To…
Smartkarma Daily BriefsJanuary 31, 2025
In today’s briefing: Emergency or policy? Unpacking Trump’s take on US energy and metalsThe Drill:…
Smartkarma Daily BriefsJanuary 30, 2025
In today’s briefing: Play-to-Earn Play-to-EarnBy EtherbridgeLast week we dived into crypto gaming as we investigated Enjin,…
Smartkarma Daily BriefsAugust 30, 2022
In today’s briefing: Investment Thesis Post-Ethereum 2.0 MergeThe Metaverse for Augmented Reality Investment Thesis Post-Ethereum…
Smartkarma Daily BriefsAugust 25, 2022
In today’s briefing: SG Exchange Gets Nod from MAS to Offer Crypto ServicesNFT Bear Market…
Smartkarma Daily BriefsAugust 24, 2022
In today’s briefing: Sporting Crypto - August 22nd 2022: What if The Worm NFT was…
Smartkarma Daily BriefsAugust 23, 2022
In today’s briefing: Ethereum Merge and Hard Forks- Pinching Pennies in an Efficient MarketWhy I…
Smartkarma Daily BriefsAugust 18, 2022
In today’s briefing: Sporting Crypto - August 15th 2022: Barnsley FC Terminate Deal with Crypto…
Smartkarma Daily BriefsAugust 16, 2022
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