In today’s briefing: Sep24 Nikkei 225 Rebal - Last Minute Thoughts and Change in PredictionsArtisan…
Smartkarma Daily BriefsSeptember 4, 2024
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Smartkarma Daily Briefs
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In today’s briefing: TCM (570 HK): Profit Warning Is No BiggieZomato: Index Inclusions & Passive…
Smartkarma Daily BriefsSeptember 2, 2024
In today’s briefing: Jardine Matheson (JM SP): Trading "Cheap"NIFTY MIDCAP150 Index Rebalance: 19 Changes a…
Smartkarma Daily BriefsSeptember 1, 2024
In today’s briefing: Terumo (4543 JP) Secondary Offering - Smaller Than It LooksZomato: Index Inclusions…
Smartkarma Daily BriefsAugust 31, 2024
In today’s briefing: Toyota Partial Offer Results - What Next?Terumo (4543 JP) Secondary Offering -…
Smartkarma Daily BriefsAugust 30, 2024
In today’s briefing: Sep24 Nikkei 225 Rebal - Last Minute Thoughts and Change in PredictionsMidea…
Smartkarma Daily BriefsSeptember 3, 2024
In today’s briefing: Artisan Partners Writes a Letter To the 7&I Board (3382) - Meh...Quiddity…
Smartkarma Daily BriefsSeptember 2, 2024
In today’s briefing: (Mostly) Asia-Pac M&A: Seven & I, Silverlake Axis, Shanghai Henlius, CPMC, Shinko…
Smartkarma Daily BriefsSeptember 1, 2024
In today’s briefing: Brookfield Explores Sovereign Funds for Grifols Takeover BidKum Yang: A Major Capital…
Smartkarma Daily BriefsAugust 31, 2024
In today’s briefing: LG Corp Plans to Purchase 200 Billlion Won of LG Electronics and…
Smartkarma Daily BriefsAugust 30, 2024
In today’s briefing: Jardine Matheson (JM SP): Trading "Cheap"Hyundai Motor's Value-Up Disclosure: Trading Implications from…
Smartkarma Daily BriefsAugust 29, 2024
In today’s briefing: Brainbees Solutions (FirstCry) IPO: Key Facts, Financials and ValuationsInitial Thoughts on the…
Smartkarma Daily BriefsAugust 8, 2024
In today’s briefing: Horizon Robotics IPO: High Valuation Is At Risk As NEV Production Forecasts…
Smartkarma Daily BriefsAugust 7, 2024
In today’s briefing: Ola Electric IPO: Forecasts and ValuationAkums Drugs and Pharmaceuticals IPO Trading -…
Smartkarma Daily BriefsAugust 6, 2024
In today’s briefing: Black Sesame IPO - Paying Up-Front for Its Monetization PotentialECM Weekly (5th…
Smartkarma Daily BriefsAugust 5, 2024
In today’s briefing: Weekly Deals Digest (04 Aug) - Ola, Brainbees, A8, Asia Cement, CPMC,…
Smartkarma Daily BriefsAugust 4, 2024
In today’s briefing: Brainbees Solutions (FirstCry) IPO - Not Very Attractive but It Is Relatively…
Smartkarma Daily BriefsAugust 3, 2024
In today’s briefing: The Beat Ideas: EID Parry's Strategic Transformation- Cane to ConsumerPinduoduo (PDD US):…
Smartkarma Daily BriefsSeptember 3, 2024
In today’s briefing: BYD Vs Tesla: 1H 2024 UpdatesSinotrans (598 HK): Attracted by the YieldWeekly…
Smartkarma Daily BriefsSeptember 2, 2024
In today’s briefing: Edelweiss: Scaling Up Well | Value Unlocking Is Catalyzing Re-RatingAspirasi Hidup Indonesia…
Smartkarma Daily BriefsSeptember 1, 2024
In today’s briefing: NVIDIA's >5x YoY "Singapore" Revenue Growth Is A Red FlagTech Supply Chain…
Smartkarma Daily BriefsAugust 31, 2024
In today’s briefing: Narrative and Numbers | Affordable Housing Finance | FY24BYD (1211 HK): Revenue…
Smartkarma Daily BriefsAugust 30, 2024
In today’s briefing: Seven & I (3382) | Strategic Refocus and Acquisition Interest Signal Major…
Smartkarma Daily BriefsAugust 29, 2024
In today’s briefing: Hamamatsu Photonics Placement - Peculiar TimingMorning Views Asia: China Vanke , Shui…
Smartkarma Daily BriefsSeptember 2, 2024
In today’s briefing: IBM Pulls R&D Units Out of China in Latest Withdrawal by U.S.…
Smartkarma Daily BriefsSeptember 1, 2024
In today’s briefing: NVIDIA's >5x YoY "Singapore" Revenue Growth Is A Red FlagHamamatsu Photonics (6965)…
Smartkarma Daily BriefsAugust 31, 2024
In today’s briefing: Sino-American Silicon Early Look - Another Well Flagged GDR Offering in the…
Smartkarma Daily BriefsAugust 30, 2024
In today’s briefing: All Eyes on NvidiaEarnings Preview (Nvidia and Marvell)IOS18 Unveils Major Updates, Delayed…
Smartkarma Daily BriefsAugust 29, 2024
In today’s briefing: Kioxia & Tokyo Metro: Japan's Largest IPOs Since 2018 Expected This OctoberTSMC…
Smartkarma Daily BriefsAugust 28, 2024
In today’s briefing: Quiddity STAR 50/100 Sep 24 Rebalance: 100% Hit Rate; US$1bn+ One-Way FlowsSTAR50/STAR100…
Smartkarma Daily BriefsSeptember 2, 2024
In today’s briefing: SHEIN & Temu Updates: 'De Minimis' Threat | Chinese X-Border Slowdown |…
Smartkarma Daily BriefsSeptember 1, 2024
In today’s briefing: : Expanding Outside of SUV Is Still the US$mn QuestionLiAuto (LI US,…
Smartkarma Daily BriefsAugust 31, 2024
In today’s briefing: CPMC Holdings (906 HK): The Battle Is Heating up as ORG Clears…
Smartkarma Daily BriefsAugust 30, 2024
In today’s briefing: Huafa Props (982 HK): A Quick Word On VotingAlibaba Group (9988-HK): Positive…
Smartkarma Daily BriefsAugust 29, 2024
In today’s briefing: Huafa Prop (982 HK)'s CCASS Movements: Nothing To See HerePDD Holdings (PDD…
Smartkarma Daily BriefsAugust 28, 2024
In today’s briefing: Hamamatsu Photonics (6965) - Toyota Selling Yet Another Cross-HoldingSanyo Industries (TYO 5958)…
Smartkarma Daily BriefsAugust 31, 2024
In today’s briefing: Terumo (4543 JP) Secondary Offering - Smaller Than It LooksTerumo Placement -…
Smartkarma Daily BriefsAugust 30, 2024
In today’s briefing: Seven & I (3382) | Strategic Refocus and Acquisition Interest Signal Major…
Smartkarma Daily BriefsAugust 29, 2024
In today’s briefing: Updates on The Couche-Tard Deal for 7&I (3382 JP)Toyota Partial Offer Results…
Smartkarma Daily BriefsAugust 28, 2024
In today’s briefing: Shinko Electric (6967) Deal Approval Delayed; From Here, Big Gap-, Small Break-,…
Smartkarma Daily BriefsAugust 27, 2024
In today’s briefing: Shift (3697): Profitability Rebound UnderwayYamaha Motors (7272 JP) - Secondary Offering as…
Smartkarma Daily BriefsAugust 26, 2024
In today’s briefing: Modern Monetary Theory (MMT) RevisitedCX Daily: Chinese Shippers’ Diverging Fortunes Indonesia Economics:…
Smartkarma Daily BriefsAugust 15, 2024
In today’s briefing: Can Ukraine drive to Moscow?The Week At A Glance: Soft Inflation, accelerating…
Smartkarma Daily BriefsAugust 14, 2024
In today’s briefing: Portfolio Watch: We Dare to Say the Bottom Is In for Risk…
Smartkarma Daily BriefsAugust 13, 2024
In today’s briefing: Data Dependent Fed Unfazed by Fallout from Unwinding Carry TradesAssessing the Damage:…
Smartkarma Daily BriefsAugust 12, 2024
In today’s briefing: Fed SLOOS on Bank Lending Projects a Less Negative Outlook Fed SLOOS…
Smartkarma Daily BriefsAugust 11, 2024
In today’s briefing: BOJ and Carry Trade: THE BUTTERFLY FLAPPED ITS WINGSTHE NEXT MELTDOWN Oil…
Smartkarma Daily BriefsAugust 10, 2024
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