In today’s briefing: Canvest (1381 HK): Evaluating A PrivatisationITC Hotels: Index Implications of Demerger from…
Smartkarma Daily BriefsJanuary 3, 2025
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Smartkarma Daily Briefs
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In today’s briefing: SET50 Index Rebalance: Four Changes; Cal Comp🚀PCOMP Index Rebalance Preview: Two Changes…
Smartkarma Daily BriefsJanuary 1, 2025
In today’s briefing: SET50 Index Rebalance: Four Changes; Cal Comp🚀Korea: Potential Relegations from K League…
Smartkarma Daily BriefsDecember 31, 2024
In today’s briefing: Korea: Potential Relegations from K League 1Nidec Goes Hostile On Makino Milling…
Smartkarma Daily BriefsDecember 30, 2024
In today’s briefing: How Has the Index Rebalance Strategy Performed in 2024?HSCI Index Rebalance Preview…
Smartkarma Daily BriefsDecember 29, 2024
In today’s briefing: ITC Hotels: Index Implications of Demerger from ITC Ltd (ITC IN)Australia: Six…
Smartkarma Daily BriefsJanuary 2, 2025
In today’s briefing: EQD | FXI – Buy January StraddleJapan CorpGovReports: TSE "Mgmt Conscious of…
Smartkarma Daily BriefsJanuary 1, 2025
In today’s briefing: GAPack (468 HK): Hong Kong's Takeovers Code Needs A PUSU RuleAVJennings (AVJ…
Smartkarma Daily BriefsDecember 31, 2024
In today’s briefing: Tsuruha (3391) And Welcia (3141) To Move UP Merger to End-2025; Makes…
Smartkarma Daily BriefsDecember 30, 2024
In today’s briefing: Vesync (2148 HK): The Yang Family’s Scheme Offer Is Light but Likely…
Smartkarma Daily BriefsDecember 29, 2024
In today’s briefing: Nidec Goes Hostile On Makino Milling at ¥11,000/ShareWhat We’ve Got on Samsung…
Smartkarma Daily BriefsDecember 28, 2024
In today’s briefing: ServiceTitan IPO: Pricing and First Trading-Day, The Stock Jumped ~42% As A…
Smartkarma Daily BriefsDecember 14, 2024
In today’s briefing: IGI (India) IPO - Unique Exposure but Questionable Acquisition, and 4x Returns…
Smartkarma Daily BriefsDecember 13, 2024
In today’s briefing: 2025 ("Year of the Snake") Major IPOs Pipeline in KoreaSai Life Sciences…
Smartkarma Daily BriefsDecember 12, 2024
In today’s briefing: LG CNS IPO Valuation AnalysisEAAA India Alternatives Limited Pre-IPO TearsheetSAI Life Sciences…
Smartkarma Daily BriefsDecember 11, 2024
In today’s briefing: Mao Geping Cosmetics IPO Trading - Highest Demand for This YearVishal Mega…
Smartkarma Daily BriefsDecember 10, 2024
In today’s briefing: Sanrio (8136 JP): The Current PlaybookParadigm Biopharmaceuticals (PAR AU): Fund Raising Amidst…
Smartkarma Daily BriefsDecember 9, 2024
In today’s briefing: Korean Holdcos Vs Opcos Gap Trading Opportunities in 1Q 2025Alpha Generation Through…
Smartkarma Daily BriefsJanuary 2, 2025
In today’s briefing: Tech Supply Chain Tracker (01-Jan-2025): Trump could bring back Huawei sanctions 2.0Life…
Smartkarma Daily BriefsJanuary 1, 2025
In today’s briefing: Smartkarma Corporate Webinar Recap: 17Live’s CEO on the Live Streaming Company's OutlookScams…
Smartkarma Daily BriefsDecember 31, 2024
In today’s briefing: TSMC (2330.TT; TSM.US): If Intel Was Split Up, What Impact Will It…
Smartkarma Daily BriefsDecember 30, 2024
In today’s briefing: Grab Holdings (GRAB US) - Harvest TimeGoTo Gojek Tokopedia (GOTO IJ) -…
Smartkarma Daily BriefsDecember 29, 2024
In today’s briefing: The Beat Ideas- Adani Energy Solution: Riding the Electricity WaveThe Beat Ideas:…
Smartkarma Daily BriefsDecember 28, 2024
In today’s briefing: Tech Supply Chain Tracker (01-Jan-2025): Trump could bring back Huawei sanctions 2.0KPay…
Smartkarma Daily BriefsJanuary 1, 2025
In today’s briefing: Smartkarma Corporate Webinar Recap: 17Live’s CEO on the Live Streaming Company's OutlookThe…
Smartkarma Daily BriefsDecember 31, 2024
In today’s briefing: InnoScience (2577 HK): Prices at Low End & Lists Today; Index Inclusion…
Smartkarma Daily BriefsDecember 30, 2024
In today’s briefing: Grab Holdings (GRAB US) - Harvest Time(Mostly) Asia-Pac M&A: Makino, Henlius, GAPack,…
Smartkarma Daily BriefsDecember 29, 2024
In today’s briefing: What We’ve Got on Samsung Electronics' Value-Up DisclosureThe US-China Trade War Is…
Smartkarma Daily BriefsDecember 28, 2024
In today’s briefing: Tencent/Netease: Game Approval Trending up but Only One Approval for NeteaseThematic Building…
Smartkarma Daily BriefsDecember 27, 2024
In today’s briefing: EQD | FXI – Buy January StraddleEQD | HSI – Buy January…
Smartkarma Daily BriefsJanuary 1, 2025
In today’s briefing: GAPack (468 HK): Hong Kong's Takeovers Code Needs A PUSU RuleScams of…
Smartkarma Daily BriefsDecember 31, 2024
In today’s briefing: Shandong Hi-Speed New Energy (1250 HK): SPA Completed, Next Unconditional MGOVesync (2148…
Smartkarma Daily BriefsDecember 30, 2024
In today’s briefing: Vesync (2148 HK): The Yang Family’s Scheme Offer Is Light but Likely…
Smartkarma Daily BriefsDecember 29, 2024
In today’s briefing: China Logistics (Part 2): All JD Logistic Roads Lead Back to S.F.…
Smartkarma Daily BriefsDecember 28, 2024
In today’s briefing: CPMC Holdings (906 HK): On the Cusp of Being Declared UnconditionalTencent/Netease: Game…
Smartkarma Daily BriefsDecember 27, 2024
In today’s briefing: Tsuruha (3391) And Welcia (3141) To Move UP Merger to End-2025; Makes…
Smartkarma Daily BriefsDecember 30, 2024
In today’s briefing: There Are Still Very Many Companies with High Cash on Hand Relative…
Smartkarma Daily BriefsDecember 29, 2024
In today’s briefing: Nidec Goes Hostile On Makino Milling at ¥11,000/ShareMakino Milling Machine (6135 JP):…
Smartkarma Daily BriefsDecember 28, 2024
In today’s briefing: Macromill (3978 JP) - Five Major Investors Have 50+%; CVC Extends and…
Smartkarma Daily BriefsDecember 27, 2024
In today’s briefing: Takashimaya (8233 JP): Q3 FY02/25 flash updateZuiko Corp (6279 JP): Q3 FY02/25…
Smartkarma Daily BriefsDecember 26, 2024
In today’s briefing: Matsuya Targets ¥20 Billion Online Matsuya Targets ¥20 Billion OnlineBy Michael Causton…
Smartkarma Daily BriefsDecember 25, 2024
In today’s briefing: The LLM Quant Revolution: From ChatGPT to Wall StreetSouth Korean President Yoon…
Smartkarma Daily BriefsDecember 15, 2024
In today’s briefing: Positioning Watch – Is the Santa Rally at risk of being canceled?…
Smartkarma Daily BriefsDecember 14, 2024
In today’s briefing: The US Dollar and the Only Chart that Matters!Geopolitical Flash Update: See…
Smartkarma Daily BriefsDecember 13, 2024
In today’s briefing: The Drill – Will Chinese stimulus be a home run for commodities?Strategic…
Smartkarma Daily BriefsDecember 12, 2024
In today’s briefing: Global Commodities: 2025 Outlook: bullish on gold for third year; supply-constrained base…
Smartkarma Daily BriefsDecember 11, 2024
In today’s briefing: Here is what we told Hedge Funds this week – and how…
Smartkarma Daily BriefsDecember 10, 2024
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