In today’s briefing: KEPCO (9503 JP): Index Implications of US$3.5bn Primary + Secondary OfferingSeven &…
Smartkarma Daily BriefsNovember 22, 2024
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Smartkarma Daily Briefs
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In today’s briefing: 7&I (3382) - What If... A Modest ProposalTIP Customized Taiwan Select High…
Smartkarma Daily BriefsNovember 20, 2024
In today’s briefing: 7&I (3382) - What If... A Modest ProposalQuiddity Leaderboard TDIV Dec 24:…
Smartkarma Daily BriefsNovember 19, 2024
In today’s briefing: 2025 High Conviction: PA Gooddoctor (1833 HK) - The Arb Is To…
Smartkarma Daily BriefsNovember 18, 2024
In today’s briefing: KEPCO (9503 JP): Index Implications of US$3.5bn Primary + Secondary OfferingINDIA: Index…
Smartkarma Daily BriefsNovember 17, 2024
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Smartkarma Daily BriefsNovember 21, 2024
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Smartkarma Daily BriefsNovember 20, 2024
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Smartkarma Daily BriefsNovember 18, 2024
In today’s briefing: HK Connect SOUTHBOUND Flows (To 15 Nov 2024); Tech Bought, High-Div SOEs…
Smartkarma Daily BriefsNovember 17, 2024
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Smartkarma Daily BriefsNovember 16, 2024
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Smartkarma Daily BriefsOctober 10, 2024
In today’s briefing: Hyundai Motor India Sets IPO Price RangeHyundai Motor India IPO: Upsized Valuation…
Smartkarma Daily BriefsOctober 9, 2024
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Smartkarma Daily BriefsOctober 8, 2024
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Smartkarma Daily BriefsOctober 7, 2024
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Smartkarma Daily BriefsOctober 6, 2024
In today’s briefing: Schloss Bangalore Pre-IPO Tearsheet Schloss Bangalore Pre-IPO TearsheetBy Akshat Shah Schloss Bangalore…
Smartkarma Daily BriefsOctober 5, 2024
In today’s briefing: : Progress Made, Better Times AheadTesla’s Big Bet: Why Trump’s Autonomous Push…
Smartkarma Daily BriefsNovember 21, 2024
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Smartkarma Daily BriefsNovember 20, 2024
In today’s briefing: A Deeper Look into Mamaearth's Inventory Saga: Unpacking the Red Flags and…
Smartkarma Daily BriefsNovember 19, 2024
In today’s briefing: TSMC Has Increased Its Dividend. Again. It Will Keep Increasing.Taiwan Dual-Listings Monitor:…
Smartkarma Daily BriefsNovember 18, 2024
In today’s briefing: Sea Ltd (SE US) - Firing Profitability On All Segments: C3Q24 Review:…
Smartkarma Daily BriefsNovember 17, 2024
In today’s briefing: Alibaba (BABA US): 2Q25, Weak Quarter, But Waiting for Two Events to…
Smartkarma Daily BriefsNovember 16, 2024
In today’s briefing: HKBN (1310 HK): China Mobile Comes Knocking. Again.S&P/ASX Index Rebalance Preview (Dec…
Smartkarma Daily BriefsNovember 20, 2024
In today’s briefing: My Take on the Three Scenarios that Sammy Buyback Stirred up in…
Smartkarma Daily BriefsNovember 19, 2024
In today’s briefing: Fuji Soft (9749): KKR To Launch at ¥9,451, Fuji Soft REJECTS Bain's…
Smartkarma Daily BriefsNovember 18, 2024
In today’s briefing: Sea Ltd (SE US) - Firing Profitability On All SegmentsFuji Soft (9749…
Smartkarma Daily BriefsNovember 17, 2024
In today’s briefing: Samsung Electronics: A Massive 10 Trillion Won Share Buyback ProgramSammy's Massive Buyback:…
Smartkarma Daily BriefsNovember 16, 2024
In today’s briefing: NEC Network (1973 JP) Tender Offer - The Landscape Has Fully ChangedKorea…
Smartkarma Daily BriefsNovember 15, 2024
In today’s briefing: HKBN (1310 HK): China Mobile Comes Knocking. Again.SF Holdings A/H Listing -…
Smartkarma Daily BriefsNovember 20, 2024
In today’s briefing: WH Group (288 HK)'s US/Mexican Spin-OffSF Holding (6936 HK): No Index Inclusion…
Smartkarma Daily BriefsNovember 19, 2024
In today’s briefing: SF Holding H Share Listing: AH Discount ViewsXingda (1899 HK): A Surprising…
Smartkarma Daily BriefsNovember 18, 2024
In today’s briefing: China Healthcare Weekly (Nov.17) - TCM VBP New Updates, CR Boya Completes…
Smartkarma Daily BriefsNovember 17, 2024
In today’s briefing: 2025 High Conviction: PA Gooddoctor (1833 HK) - The Arb Is To…
Smartkarma Daily BriefsNovember 16, 2024
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In today’s briefing: Fuji Soft (9749): KKR To Launch at ¥9,451, Fuji Soft REJECTS Bain's…
Smartkarma Daily BriefsNovember 18, 2024
In today’s briefing: Weekly Deals Digest (17 Nov) - Seven & I, Fuji Soft, Nishimoto,…
Smartkarma Daily BriefsNovember 17, 2024
In today’s briefing: Side Effects of Matching Numbers to Raise the Percentage of Female Board…
Smartkarma Daily BriefsNovember 16, 2024
In today’s briefing: NEC Network (1973 JP) Tender Offer - The Landscape Has Fully ChangedCVC…
Smartkarma Daily BriefsNovember 15, 2024
In today’s briefing: Seven & I Holdings (3382 JP): The Rumoured MBO Price Underscores the…
Smartkarma Daily BriefsNovember 14, 2024
In today’s briefing: Tokyo Metro (9023 JP): One Miss; A Bigger Index Inclusion Coming?Rigaku Holdings…
Smartkarma Daily BriefsOctober 24, 2024
In today’s briefing: Ministry of Finance Press Conference – First Take Ministry of Finance Press…
Smartkarma Daily BriefsOctober 13, 2024
In today’s briefing: China Economics: Is Beijing Finally Abandoning Policy Inaction?Rubber’s Dual Dilemma – Supply…
Smartkarma Daily BriefsOctober 12, 2024
In today’s briefing: Positioning Watch: Hedge Funds Caught in the China Storm, While Retail Investors…
Smartkarma Daily BriefsOctober 11, 2024
In today’s briefing: HK/CHINA: Market Pullback and Investors' Cognitive DissonanceChina Consolidates On Tires With Domestic,…
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In today’s briefing: Stay Calm and Don’t Panic! Overbought Conditions Meet an Overhyped Meeting.Yield Curve…
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In today’s briefing: HK/China: THE BIG SHORT (SQUEEZE)MacroVoices #448 Luke Gromen: Why the Gold Recycling…
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