In today’s briefing: China Traditional Chinese Medicine (570 HK): Disaster as Offer Lapses, Potential Deal…
Smartkarma Daily BriefsOctober 21, 2024
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Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: China TCM (570.HK) Privatization Update - The Long Stop Date to Extend…
Smartkarma Daily BriefsOctober 19, 2024
In today’s briefing: 7&I Holdings (3382 JP) - Artisan Writes Another Letter - Based on…
Smartkarma Daily BriefsOctober 18, 2024
In today’s briefing: China TCM (570.HK) Privatization Update - The Long Stop Date to Extend…
Smartkarma Daily BriefsOctober 17, 2024
In today’s briefing: MBK's Korea Zinc & Young Poong Precision Tender Results Officially OutCSI300 Index…
Smartkarma Daily BriefsOctober 16, 2024
In today’s briefing: TCM (570 HK): Likely Rush for The Exits As Deal BustsFuji Soft…
Smartkarma Daily BriefsOctober 20, 2024
In today’s briefing: China Traditional Chinese Medicine (570 HK): Disaster as Offer Lapses, Potential Deal…
Smartkarma Daily BriefsOctober 19, 2024
In today’s briefing: Couche-Tard Execs in Tokyo, "Hoping" For Meetings But Really There To Hold…
Smartkarma Daily BriefsOctober 18, 2024
In today’s briefing: Japan: Potential Passive Selling in NovemberChina Traditional Chinese Medicine (570 HK): Theatre…
Smartkarma Daily BriefsOctober 17, 2024
In today’s briefing: Quiddity Leaderboard ChiNext Dec 24: US$400mn Expected Inflow for Jiangsu HoperunBossini (592…
Smartkarma Daily BriefsOctober 16, 2024
In today’s briefing: MBK's Korea Zinc & Young Poong Precision Tender Results Officially OutKorea Value-Up…
Smartkarma Daily BriefsOctober 15, 2024
In today’s briefing: Swiggy IPO: Key Facts and Financials at First GlanceNTPC Green Pre-IPO Tearsheet…
Smartkarma Daily BriefsSeptember 28, 2024
In today’s briefing: MR. D.I.Y. Thailand Pre-IPO - Largest Home Improvement Retailer in ThailandSmartworks Coworking…
Smartkarma Daily BriefsSeptember 27, 2024
In today’s briefing: Tokyo Metro (9023 JP) IPO: The Bear CaseRigaku Holdings IPO: Initial ThoughtsRigaku…
Smartkarma Daily BriefsSeptember 26, 2024
In today’s briefing: New Fast Entry Rule for KOSPI 200 & KOSDAQ 150: Post-IPO Price…
Smartkarma Daily BriefsSeptember 25, 2024
In today’s briefing: Tokyo Metro (9023 JP) IPO: The Bull CaseSino-American Silicon GDR Offering -…
Smartkarma Daily BriefsSeptember 24, 2024
In today’s briefing: ECM Weekly (23rd Sep 2024) - Tokyo Metro, Midea, Intermestic, Sagility, Belstar,…
Smartkarma Daily BriefsSeptember 23, 2024
In today’s briefing: Allegro MicroSystems Inc.: Enhanced Product Portfolio With Focus on Automotive & E-mobility…
Smartkarma Daily BriefsOctober 20, 2024
In today’s briefing: TSMC: Trading as if Valuations Don't MatterTech News This Week. ASML, TSMC,…
Smartkarma Daily BriefsOctober 19, 2024
In today’s briefing: TSMC Q324 Earnings Key TakeawaysTSMC 3Q24: Capex & Margin Guidance Remains Strong;…
Smartkarma Daily BriefsOctober 18, 2024
In today’s briefing: Smartkarma Corporate Webinar | UMP Healthcare: Undervalued Gem in Hong Kong's Healthcare…
Smartkarma Daily BriefsOctober 17, 2024
In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Premium Holding Up; ASE & CHT See Sharp…
Smartkarma Daily BriefsOctober 16, 2024
In today’s briefing: How Big Is the AI Accelerator Market? AMD, Broadcom, Nvidia, SK Hynix,…
Smartkarma Daily BriefsOctober 15, 2024
In today’s briefing: TSMC: Trading as if Valuations Don't MatterTech News This Week. ASML, TSMC,…
Smartkarma Daily BriefsOctober 19, 2024
In today’s briefing: Horizon Robotics (9660 HK) IPO: The Bull CaseTSMC Q324 Earnings Key TakeawaysTSMC…
Smartkarma Daily BriefsOctober 18, 2024
In today’s briefing: ASML Tanks Semis On Tepid 2025 OutlookASML 3Q24: The Huge Reset Is…
Smartkarma Daily BriefsOctober 17, 2024
In today’s briefing: Quiddity Leaderboard ChiNext Dec 24: US$400mn Expected Inflow for Jiangsu HoperunTaiwan Dual-Listings…
Smartkarma Daily BriefsOctober 16, 2024
In today’s briefing: Intouch? Or Perhaps "Out Of" TouchHow Big Is the AI Accelerator Market?…
Smartkarma Daily BriefsOctober 15, 2024
In today’s briefing: Bain Bids Bigger, Goes Hard on Fuji Soft (9749); I've Got 🍿🍿🍿S&P/ASX…
Smartkarma Daily BriefsOctober 14, 2024
In today’s briefing: China Traditional Chinese Medicine (570 HK): Disaster as Offer Lapses, Potential Deal…
Smartkarma Daily BriefsOctober 19, 2024
In today’s briefing: Horizon Robotics (9660 HK) IPO: The Bull CaseBeijing Capital Grand (1329 HK):…
Smartkarma Daily BriefsOctober 18, 2024
In today’s briefing: China Traditional Chinese Medicine (570 HK): Theatre of the AbsurdGJS/Haitong Merger MusingsSmartkarma…
Smartkarma Daily BriefsOctober 17, 2024
In today’s briefing: Quiddity Leaderboard ChiNext Dec 24: US$400mn Expected Inflow for Jiangsu HoperunBossini (592…
Smartkarma Daily BriefsOctober 16, 2024
In today’s briefing: CSI Medical Service Index Rebalance Preview: Four Potential Changes in DecemberChina Resources…
Smartkarma Daily BriefsOctober 15, 2024
In today’s briefing: Merger Arb Mondays (14 Oct) - Haitong/GJTA, GA Pack, Henlius, Canvest, Seven…
Smartkarma Daily BriefsOctober 14, 2024
In today’s briefing: Japan: Potential Passive Selling in November7&I Holdings (3382 JP) - Artisan Writes…
Smartkarma Daily BriefsOctober 17, 2024
In today’s briefing: Japan CorpGovReport Details: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Oct24)Takashimaya…
Smartkarma Daily BriefsOctober 16, 2024
In today’s briefing: Unloved Japan Round-UpNeos Corp (3627 JP): 1H FY02/25 flash update Unloved Japan…
Smartkarma Daily BriefsOctober 15, 2024
In today’s briefing: Bain Bids Bigger, Goes Hard on Fuji Soft (9749); I've Got 🍿🍿🍿Fuji…
Smartkarma Daily BriefsOctober 14, 2024
In today’s briefing: (Mostly) Asia-Pac M&A: Rio/Arcadium, Seven & I, Pacific Smiles, China TCM, Korea…
Smartkarma Daily BriefsOctober 13, 2024
In today’s briefing: Hillhouse To Buy Out Minorities In Samty Holdings (187A) - Small Premium,…
Smartkarma Daily BriefsOctober 12, 2024
In today’s briefing: Portfolio Watch: The outlook is brightening into OctoberGlobal FX and Commodities: Everything…
Smartkarma Daily BriefsOctober 1, 2024
In today’s briefing: China: Record Bearish Positioning Ahead of StimulusThe Winners and Losers From Central…
Smartkarma Daily BriefsSeptember 30, 2024
In today’s briefing: Overview #10 -China Knocks It Out of the ParkU.S. August Personal Income…
Smartkarma Daily BriefsSeptember 29, 2024
In today’s briefing: Positioning Watch – Markets Are Moving Away from the US (in FI)Liquidity…
Smartkarma Daily BriefsSeptember 28, 2024
In today’s briefing: OVER THE HORIZON: HK/CHINA No Longer the Stock Market Pinata!China Watch: Bringing…
Smartkarma Daily BriefsSeptember 27, 2024
In today’s briefing: After the Rally. What Next for the Hong Kong Market?Sweden Policy Rate…
Smartkarma Daily BriefsSeptember 26, 2024
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