In today’s briefing: Jiangsu Hengrui Pharma (600276 CH): Index Inclusion Post H-Share ListingTencent (700 HK):…
Smartkarma Daily BriefsJanuary 9, 2025
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Smartkarma Daily Briefs
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In today’s briefing: Shinko Electric (6967) - Waiting for a PackageHSTECH Index Rebalance Preview: One…
Smartkarma Daily BriefsJanuary 7, 2025
In today’s briefing: Nidec Goes Hostile On Makino Milling at ¥11,000/ShareMerger Arb Mondays (06 Jan)…
Smartkarma Daily BriefsJanuary 6, 2025
In today’s briefing: Unloved Japan Round Up Jan. 3: Set Up for A Banner Year?How…
Smartkarma Daily BriefsJanuary 5, 2025
In today’s briefing: HSCEI Index Rebalance Preview: Increase in Velocity Could Lead to 3 Changes…
Smartkarma Daily BriefsJanuary 4, 2025
In today’s briefing: Tencent (700 HK): DoD Says Chinese Military Company; Not on NS-CMIC List…
Smartkarma Daily BriefsJanuary 8, 2025
In today’s briefing: Fujitsu General (6755) - Long Sale Process Finally Over. Unexciting but Uncomplicated…
Smartkarma Daily BriefsJanuary 7, 2025
In today’s briefing: Merger Arb Mondays (06 Jan) - Vesync, Canvest, Get Nice, Fosun Tourism,…
Smartkarma Daily BriefsJanuary 6, 2025
In today’s briefing: Quiddity Leaderboard ASX Mar 25: Several Changes Likely; Major Inflows for Sigma…
Smartkarma Daily BriefsJanuary 5, 2025
In today’s briefing: Bossini (592 HK): 10th Feb Scheme VoteGet Nice Financial (1469 HK): EGM…
Smartkarma Daily BriefsJanuary 4, 2025
In today’s briefing: Sun Art Retail (6808 HK): BABA Takes Massive Hit After Inking SPA…
Smartkarma Daily BriefsJanuary 3, 2025
In today’s briefing: Bloks Group IPO Valuation Analysis: Is The Offering Worth Buying?Ventive Hospitality IPO…
Smartkarma Daily BriefsDecember 21, 2024
In today’s briefing: LG CNS Pre-IPO - Thoughts on Valuation - Retail Demand Appears Hot,…
Smartkarma Daily BriefsDecember 20, 2024
In today’s briefing: Mr DIY Indonesia IPO Trading - Recent Indo Listings Trade with Limited…
Smartkarma Daily BriefsDecember 19, 2024
In today’s briefing: Vishal Mega Mart IPO Trading - Strong Demand Despite Not so Strong…
Smartkarma Daily BriefsDecember 18, 2024
In today’s briefing: 2025 ("Year of the Snake") IPOs Pipeline in Asia2025 IPOs Pipeline (USA,…
Smartkarma Daily BriefsDecember 17, 2024
In today’s briefing: LG CNS IPO: The Bull CaseShenzhen Dobot IPO (2432.HK): Global Offering, The…
Smartkarma Daily BriefsDecember 16, 2024
In today’s briefing: Intel @ CES 2025. Doubling Down On The AIPC & Other Fantastical…
Smartkarma Daily BriefsJanuary 8, 2025
In today’s briefing: LG Corp Plans to Buy 250 Billion Won of LG Chem and…
Smartkarma Daily BriefsJanuary 7, 2025
In today’s briefing: Nidec (6594) | Sharpens Its Edge in Global ManufacturingTSMC (2330.TT; TSM.US): 1Q25…
Smartkarma Daily BriefsJanuary 6, 2025
In today’s briefing: China Healthcare Weekly (Jan.5)-TCM VBP Update, Medical Device VBP Result Is Out,…
Smartkarma Daily BriefsJanuary 5, 2025
In today’s briefing: Unloved Japan Round Up Jan. 3: Set Up for A Banner Year?Steep…
Smartkarma Daily BriefsJanuary 4, 2025
In today’s briefing: Gap Trade Opportunities in Korean Prefs Vs Common Share Pairs in 1Q…
Smartkarma Daily BriefsJanuary 3, 2025
In today’s briefing: Tencent (700 HK): DoD Says Chinese Military Company; Not on NS-CMIC List…
Smartkarma Daily BriefsJanuary 8, 2025
In today’s briefing: HSCI Index Rebalance Preview and Stock Connect: Updated Potential Changes in March…
Smartkarma Daily BriefsJanuary 7, 2025
In today’s briefing: HSTECH Index Rebalance Preview: One Constituent Change & US$884m TradeHK Connect SOUTHBOUND…
Smartkarma Daily BriefsJanuary 6, 2025
In today’s briefing: LG CNS: Updated IPO Valuation AnalysisTech Supply Chain Tracker (04-Jan-2025): AI agents:…
Smartkarma Daily BriefsJanuary 4, 2025
In today’s briefing: LG CNS IPO: The Bear CaseTech Supply Chain Tracker (03-Jan-2025): Check AI…
Smartkarma Daily BriefsJanuary 3, 2025
In today’s briefing: Didi Global Q324 Results & Two Key Reasons Company May Consider A…
Smartkarma Daily BriefsJanuary 2, 2025
In today’s briefing: GA Pack (468 HK): Shandong Xinjufeng’s Offer Gets a Boost as Mengniu…
Smartkarma Daily BriefsJanuary 7, 2025
In today’s briefing: Merger Arb Mondays (06 Jan) - Vesync, Canvest, Get Nice, Fosun Tourism,…
Smartkarma Daily BriefsJanuary 6, 2025
In today’s briefing: Get Nice Financial (1469 HK): Attractive Spread Ahead of Get Nice Holdings…
Smartkarma Daily BriefsJanuary 5, 2025
In today’s briefing: Bossini (592 HK): 10th Feb Scheme VoteGet Nice Financial (1469 HK): EGM…
Smartkarma Daily BriefsJanuary 4, 2025
In today’s briefing: Sun Art Retail (6808 HK): BABA Takes Massive Hit After Inking SPA…
Smartkarma Daily BriefsJanuary 3, 2025
In today’s briefing: HSCEI Index Rebalance Preview: Increase in Velocity Could Lead to 3 Changes…
Smartkarma Daily BriefsJanuary 2, 2025
In today’s briefing: Nidec (6594) | Sharpens Its Edge in Global Manufacturing Nidec (6594) |…
Smartkarma Daily BriefsJanuary 6, 2025
In today’s briefing: Japan Market Attractive for PE Investment Despite Low Profit GrowthLast Week in…
Smartkarma Daily BriefsJanuary 5, 2025
In today’s briefing: Unloved Japan Round Up Jan. 3: Set Up for A Banner Year?FSA…
Smartkarma Daily BriefsJanuary 4, 2025
In today’s briefing: Macromill (3978 JP): CVC Bumping Its Offer Is InevitableQuiddity JPX-Nikkei 400 Rebal…
Smartkarma Daily BriefsJanuary 2, 2025
In today’s briefing: Japan CorpGovReports: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Jan25), TSE…
Smartkarma Daily BriefsJanuary 1, 2025
In today’s briefing: Financial Disclosures During Trading Hours Was Disappointing in 2Q, but Will Increase…
Smartkarma Daily BriefsDecember 31, 2024
In today’s briefing: Helixtap China Report: 2025 A Challenging Year For ChinaCX Daily: Why Depression…
Smartkarma Daily BriefsDecember 21, 2024
In today’s briefing: Positioning Watch – Everything you need to know about Fixed Income positioning…
Smartkarma Daily BriefsDecember 20, 2024
In today’s briefing: The Drill – The China Meltdown Is Ruining the Upbeat Trends in…
Smartkarma Daily BriefsDecember 19, 2024
In today’s briefing: Henry Hub Gains as LNG Exports Offset Soft Winter OutlookUK Wages Torch…
Smartkarma Daily BriefsDecember 18, 2024
In today’s briefing: Speadbites: Food for Credit Market Thought as We Head Into the HolidaysSteno…
Smartkarma Daily BriefsDecember 17, 2024
In today’s briefing: 2025 High Conviction Idea: The Case for a Rotation Out of India…
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