In today’s briefing: Tokyo Metro (9023 JP) IPO: TPX Inclusion in November; Global Indices: One…
Smartkarma Daily BriefsOctober 9, 2024
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Smartkarma Daily Briefs
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In today’s briefing: Shin Kong (2888 TT) Deal - Activism, Proxy Advice, Proxy Fight, Voting…
Smartkarma Daily BriefsOctober 7, 2024
In today’s briefing: ASX100/ASX200 Index: Replacement Candidates for Virgin Money (VUK AU)Auckland Airport (AIA NZ)…
Smartkarma Daily BriefsOctober 6, 2024
In today’s briefing: HSCEI Index Rebalance Preview: High & Low Probability ChangesKorea Zinc: Plans to…
Smartkarma Daily BriefsOctober 5, 2024
In today’s briefing: HSTECH Index Rebalance Preview: $800m Round-Trip TradeKorea Zinc’s Buyback Tender Offer at…
Smartkarma Daily BriefsOctober 4, 2024
In today’s briefing: Rio Tinto Taps Arcadium As Lithium Prices SagZhejiang Expressway (576 HK): "Cheap"…
Smartkarma Daily BriefsOctober 8, 2024
In today’s briefing: ESR Group (1821 HK): Inching Closer to a Binding Proposal7&I (3382) -…
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: MBK Raised Korea Zinc's Tender Price to ₩830K and Dropped the Hard…
Smartkarma Daily BriefsOctober 5, 2024
In today’s briefing: Korea Zinc (010130 KS)'s ₩830,000/Share Offer. Mmm ...Legal Chaos Amid Young Poong…
Smartkarma Daily BriefsOctober 4, 2024
In today’s briefing: Korea Zinc’s Buyback Tender Offer at ₩830,000: Market Vibe Still Leans Towards…
Smartkarma Daily BriefsOctober 3, 2024
In today’s briefing: Midea Group: Offer Upsized at Top Tier. Updated Valuation AnalysisPre-IPO Midea Group…
Smartkarma Daily BriefsSeptember 16, 2024
In today’s briefing: SHEIN and Temu: New Rule Could Crush "De Minimis" Imports | New…
Smartkarma Daily BriefsSeptember 15, 2024
In today’s briefing: CR Beverage IPO: The Bear CaseShuangdeng Group Pre-IPO TearsheetDuality Biotherapeutics (映恩生物) Pre-IPO:…
Smartkarma Daily BriefsSeptember 13, 2024
In today’s briefing: DAM Capital Pre-IPO TearsheetThe Born Korea IPO Valuation Vs Recent M&A Valuation…
Smartkarma Daily BriefsSeptember 12, 2024
In today’s briefing: Midea Group HK IPO Valuation AnalysisNEXTDC Placement - Good Track Record but…
Smartkarma Daily BriefsSeptember 11, 2024
In today’s briefing: Midea Group H Share Listing (300 HK): Valuation InsightsMidea A/H Listing -…
Smartkarma Daily BriefsSeptember 10, 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: Zhejiang Expressway (576 HK): Cheap Access to the Roaring Securities SectorTaiwan Dual-Listings…
Smartkarma Daily BriefsOctober 7, 2024
In today’s briefing: Google Q3 2024 Earnings Preview: AI Investments, Antitrust Battles, and Advertising in…
Smartkarma Daily BriefsOctober 6, 2024
In today’s briefing: China Consumer Plays Listed In JapanMajor Chinese EV-Makers Have Record Month for…
Smartkarma Daily BriefsOctober 5, 2024
In today’s briefing: How Netflix is upending HollywoodEntree Resources: +84% YTD on Arbitration Leak? Or…
Smartkarma Daily BriefsOctober 4, 2024
In today’s briefing: Dr Lal PathLabs Ltd (DLPL IN): Poised for Next Level of Growth…
Smartkarma Daily BriefsOctober 3, 2024
In today’s briefing: Cerebras IPO Preview: Does The Size Matter? Top-Tier VC Investors and $1B+…
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: Tech Supply Chain Tracker (05-Oct-2024): APAC offshore wind market at crossroads.Diodes Incorporated:…
Smartkarma Daily BriefsOctober 5, 2024
In today’s briefing: Bharti Hexacom IPO Lockup - US$1.2bn Lockup Expiry, Will Have to Sell…
Smartkarma Daily BriefsOctober 4, 2024
In today’s briefing: ASMPT (522 HK): Don’t Bet on a KKR PrivatisationASMPT (ASM Pacific). 522…
Smartkarma Daily BriefsOctober 3, 2024
In today’s briefing: Apple Supply Chain Monitor: Key IPhone Suppliers Didn't Rally With Apple; Opportunity…
Smartkarma Daily BriefsOctober 2, 2024
In today’s briefing: ESR Group (1821 HK): Inching Closer to a Binding Proposal7&I (3382) -…
Smartkarma Daily BriefsOctober 7, 2024
In today’s briefing: CATL Chairman Sees Recycled Lithium as the Future of EV-Battery Making TCL…
Smartkarma Daily BriefsOctober 6, 2024
In today’s briefing: Major Chinese EV-Makers Have Record Month for Sales Weekly Wrap - 04…
Smartkarma Daily BriefsOctober 5, 2024
In today’s briefing: Samson (531 HK): 21 Oct Shareholder VoteSamson Holding (531 HK): Scheme Vote…
Smartkarma Daily BriefsOctober 4, 2024
In today’s briefing: ASMPT (522 HK): Don’t Bet on a KKR PrivatisationGA Pack (468 HK):…
Smartkarma Daily BriefsOctober 3, 2024
In today’s briefing: HSTECH Index Rebalance Preview: $800m Round-Trip TradeHSCEI Index Rebalance Preview: High &…
Smartkarma Daily BriefsOctober 2, 2024
In today’s briefing: China Consumer Plays Listed In JapanU.S., Europe, and Japan Still Holding Below…
Smartkarma Daily BriefsOctober 5, 2024
In today’s briefing: Kusuri No Aoki (3549) Big Buyback - Accretive, And May Involve Musical…
Smartkarma Daily BriefsOctober 4, 2024
In today’s briefing: Intermestic IPO: Forecasts and ValuationFast Retailing(9983) | Weaving a Global Empire; FY8/25…
Smartkarma Daily BriefsOctober 3, 2024
Daily Brief Japan: Fast Retailing, Tokyo Metro, Aica Kogyo, Rigaku Holdings, Daiseki Co Ltd and more
In today’s briefing: Mar25 Nikkei 225 Rebal: Considering Fast Retailing Capping.... Again...Tokyo Metro (9023 JP)…
Smartkarma Daily BriefsOctober 2, 2024
In today’s briefing: Itochu (8001 JP) Lowball TOB for Descente (8114) Is Here - Trades…
Smartkarma Daily BriefsOctober 1, 2024
In today’s briefing: FujiSoft (9749) - Somewhat Inexplicable Renewed Opinion of Fairness on KKR TenderBest…
Smartkarma Daily BriefsSeptember 30, 2024
In today’s briefing: Announcement of Value-Up Index in Korea on 24 SeptemberFed: 50bps Cut and…
Smartkarma Daily BriefsSeptember 19, 2024
In today’s briefing: China: August Activity DataRate Cut Speculation Fuels WTI Crude Oil, But China…
Smartkarma Daily BriefsSeptember 18, 2024
In today’s briefing: Global FX: Implications from FOMC and other G10 central banksGlobal Commodities: Agricultural…
Smartkarma Daily BriefsSeptember 17, 2024
In today’s briefing: What If the Magnificent Seven Are Done?FX Weekly Strategy: G10, September 16th-20thThe…
Smartkarma Daily BriefsSeptember 16, 2024
In today’s briefing: Central Bank of Russia Hiked Key Rate to 19% as Inflation Continues…
Smartkarma Daily BriefsSeptember 15, 2024
In today’s briefing: EM Watch: The Non-Feasible Return of the EM Carry Case Amidst a…
Smartkarma Daily BriefsSeptember 14, 2024
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