In today’s briefing: Bain Bids Bigger, Goes Hard on Fuji Soft (9749); I've Got 🍿🍿🍿Korea…
Smartkarma Daily BriefsOctober 15, 2024
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Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: HSCI Index Rebalance Preview: Midea Group (300 HK) To Be Added in…
Smartkarma Daily BriefsOctober 13, 2024
In today’s briefing: 7&I Results and Plans - The Good, The Bad, The Ugly, The…
Smartkarma Daily BriefsOctober 12, 2024
In today’s briefing: Revised Couche-Tard Bid for 7&I and a Flurry of News Items Ahead…
Smartkarma Daily BriefsOctober 11, 2024
In today’s briefing: Revised Couche-Tard Bid for 7&I and a Flurry of News Items Ahead…
Smartkarma Daily BriefsOctober 10, 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: Korea Zinc: Latest Stockholder Record for Proration RiskChina Healthcare Weekly (Oct.13)-Genor to…
Smartkarma Daily BriefsOctober 13, 2024
In today’s briefing: Another Play to Consider: Spread Trading Korea Zinc Single-Stock FuturesKorea Zinc Raises…
Smartkarma Daily BriefsOctober 12, 2024
In today’s briefing: Guotai Junan (2611 HK)/Haitong (6837 HK)'s Merger: A Win For H-Shareholders7&I Results…
Smartkarma Daily BriefsOctober 11, 2024
In today’s briefing: Revised Couche-Tard Bid for 7&I and a Flurry of News Items Ahead…
Smartkarma Daily BriefsOctober 10, 2024
In today’s briefing: The TOPIX October FFW Trade - BIG NumbersHyundai Motor India: Index Entry…
Smartkarma Daily BriefsOctober 9, 2024
In today’s briefing: Ventive Hospitality Pre-IPO TearsheetK Bank IPO: The Bear Case Ventive Hospitality Pre-IPO…
Smartkarma Daily BriefsSeptember 22, 2024
In today’s briefing: Ather Energy Pre-IPO Tearsheet Ather Energy Pre-IPO TearsheetBy Akshat Shah Ather Energy…
Smartkarma Daily BriefsSeptember 21, 2024
In today’s briefing: Kuaishou Placement - US$480m Secondary Block Deal a Small One to DigestHexaware…
Smartkarma Daily BriefsSeptember 20, 2024
In today’s briefing: K Bank IPO: The Bull CaseBelstar Microfinance Pre-IPO - Accelerating Profitability Growth…
Smartkarma Daily BriefsSeptember 19, 2024
In today’s briefing: Samvardhana Motherson QIP - Well Flagged US$780m QIP in a Decent NameK…
Smartkarma Daily BriefsSeptember 18, 2024
In today’s briefing: Midea Group H Share Listing (300 HK): Trading DebutAuckland Airport Placement -…
Smartkarma Daily BriefsSeptember 17, 2024
In today’s briefing: Rebound in Int'l Demand & Benign Fuel Prices Could Support Recovery in…
Smartkarma Daily BriefsOctober 14, 2024
In today’s briefing: UMC (2303.TT; UMC.US): 4Q24 Outlook Blurred; QCOM Opens up a New Chance;…
Smartkarma Daily BriefsOctober 13, 2024
In today’s briefing: Shift Inc (3697 JP): Full-year FY08/24 flash updateTaiwan Tech Weekly: TSMC Taking…
Smartkarma Daily BriefsOctober 12, 2024
In today’s briefing: TSMC, UMC Monthly Sales: TSMC up Strong but Plateauing, UMC Lackluster, Confirming…
Smartkarma Daily BriefsOctober 11, 2024
In today’s briefing: Mercari, Inc. (4385) - Tuesday, Jul 9, 2024TSMC Q324 Earnings PreviewLGND: Initiating…
Smartkarma Daily BriefsOctober 10, 2024
In today’s briefing: A Message to Rio from an Arcadium ShareholderSAMSUNG: Less About Preliminary Results,…
Smartkarma Daily BriefsOctober 9, 2024
In today’s briefing: UMC (2303.TT; UMC.US): 4Q24 Outlook Blurred; QCOM Opens up a New Chance;…
Smartkarma Daily BriefsOctober 13, 2024
In today’s briefing: Shift Inc (3697 JP): Full-year FY08/24 flash updateTaiwan Tech Weekly: TSMC Taking…
Smartkarma Daily BriefsOctober 12, 2024
In today’s briefing: TSMC, UMC Monthly Sales: TSMC up Strong but Plateauing, UMC Lackluster, Confirming…
Smartkarma Daily BriefsOctober 11, 2024
In today’s briefing: KOSDAQ150 Index Rebalance Preview: 10 Changes in DecemberTSMC Q324 Earnings PreviewTSMC's Q3…
Smartkarma Daily BriefsOctober 10, 2024
In today’s briefing: SAMSUNG: Less About Preliminary Results, More About the Tech Missteps. Samsung Pain…
Smartkarma Daily BriefsOctober 9, 2024
In today’s briefing: Lots More on the Ongoing Mess That Is IntelAll Is Not Well…
Smartkarma Daily BriefsOctober 8, 2024
In today’s briefing: China Healthcare Weekly (Oct.13)-Genor to Acquire Edding, RemeGen's Bleak Outlook, Zai Lab's…
Smartkarma Daily BriefsOctober 13, 2024
In today’s briefing: EQD | The HSI Rally: Go LONG Now or Wait?Weekly Wrap -…
Smartkarma Daily BriefsOctober 12, 2024
In today’s briefing: Guotai Junan (2611 HK)/Haitong (6837 HK)'s Merger: A Win For H-ShareholdersAkeso Placement…
Smartkarma Daily BriefsOctober 11, 2024
In today’s briefing: Haitong Securities (6837 HK)/GTJA (2611 HK) Merger Is a Done DealHSCI Index…
Smartkarma Daily BriefsOctober 10, 2024
In today’s briefing: Boqi Env (2377 HK): MBO; Or Sinopec Offer?China TCM (570.HK) Privatization Update…
Smartkarma Daily BriefsOctober 9, 2024
In today’s briefing: Zhejiang Expressway (576 HK): "Cheap" Access To Zheshang SecuritiesMDL Wholesale Pre-IPO -…
Smartkarma Daily BriefsOctober 8, 2024
Daily Brief Japan: Seven & I Holdings, Rigaku Holdings, Square Enix Holdings, Creek & River and more
In today’s briefing: 7&I Results and Plans - The Good, The Bad, The Ugly, The…
Smartkarma Daily BriefsOctober 11, 2024
In today’s briefing: Revised Couche-Tard Bid for 7&I and a Flurry of News Items Ahead…
Smartkarma Daily BriefsOctober 10, 2024
In today’s briefing: The TOPIX October FFW Trade - BIG NumbersMoney Forward (3994) | Q3…
Smartkarma Daily BriefsOctober 9, 2024
In today’s briefing: USS (4732 JP) - Small Offering on 'Growth Darling' - Buyback Offsets…
Smartkarma Daily BriefsOctober 8, 2024
In today’s briefing: Tokyo Metro IPO: Steady Tracks with Potential for OP Growth Through Fixed…
Smartkarma Daily BriefsOctober 7, 2024
In today’s briefing: Quiddity Mar25 Nikkei 225 Rebal: Likely 2 IN, 2 OUT, Again; Minimal…
Smartkarma Daily BriefsOctober 6, 2024
In today’s briefing: Korea Value Up Index - Surprising Inclusions and ExclusionsIndonesia: Sentiment Weakens as…
Smartkarma Daily BriefsSeptember 25, 2024
In today’s briefing: Global Commodities: All systems go for precious metalsSteno Signals #118 – The…
Smartkarma Daily BriefsSeptember 24, 2024
In today’s briefing: Aggressive Start to Fed Policy Easing Cycle Aimed at Reducing Stress at…
Smartkarma Daily BriefsSeptember 23, 2024
In today’s briefing: UK: CPI and BOE ReviewFX Weekly Strategy: September 23rd-27th UK: CPI and…
Smartkarma Daily BriefsSeptember 22, 2024
In today’s briefing: EM Watch: Time to play the long end of the Chinese yield…
Smartkarma Daily BriefsSeptember 21, 2024
In today’s briefing: Indian Producers Anticipate Higher Prices Till DecemberIn China: THE SKY FALLING? In…
Smartkarma Daily BriefsSeptember 20, 2024
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