In today’s briefing: SSE50 Index Rebalance Preview: 4 Potential Changes in DecemberHang Seng Internet &…
Smartkarma Daily BriefsNovember 10, 2025
Resources
Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: Light & Wonder (LNW AU): Index Implications of NASDAQ Delisting & ASX…
Smartkarma Daily BriefsNovember 8, 2025
In today’s briefing: Light & Wonder (LNW US/AU) US Delisting / ASX Relisting Index EventPonyAI…
Smartkarma Daily BriefsNovember 7, 2025
In today’s briefing: Genting Malaysia (GENM MK): Genting (GENT MK)'s Curious OfferHSTECH Index Rebalance Preview:…
Smartkarma Daily BriefsNovember 6, 2025
In today’s briefing: India: Potential Free Float Changes & Passive Flows in NovemberHSCEI Index Rebalance…
Smartkarma Daily BriefsNovember 5, 2025
In today’s briefing: Last Week In Event SPACE: Mandarin Oriental, Light & Wonder, Cathay Pacific,…
Smartkarma Daily BriefsNovember 9, 2025
In today’s briefing: Meilan Airport (357 HK)'s Special Deal And Tardy MGODouzone Bizon Situation: TOB…
Smartkarma Daily BriefsNovember 8, 2025
In today’s briefing: Light & Wonder (LNW US/AU) US Delisting / ASX Relisting Index EventCathay…
Smartkarma Daily BriefsNovember 7, 2025
In today’s briefing: Toyota Industries (6201 JP): Market Movements Support the Case of a Higher…
Smartkarma Daily BriefsNovember 6, 2025
In today’s briefing: Matheson's Motive For Avoiding MAND's Dissentient Shareholders DeNA Attracts Murakami Group -…
Smartkarma Daily BriefsNovember 5, 2025
In today’s briefing: A/H Premium Tracker (Week to 31 Oct 2025): Beautiful Skew Behaving Badly…
Smartkarma Daily BriefsNovember 4, 2025
In today’s briefing: Pine Labs IPO - RHP Updates and Thoughts on Valuation Human Made…
Smartkarma Daily BriefsNovember 8, 2025
In today’s briefing: Maynilad Water Services IPO Trading - Main Peer Has Corrected, Still at…
Smartkarma Daily BriefsNovember 7, 2025
In today’s briefing: Pony.AI Hong Kong Public Offering Valuation AnalysisPonyAI and WeRide Secondary HK Trading…
Smartkarma Daily BriefsNovember 6, 2025
In today’s briefing: Hitachi Construction Machinery Block - US$450m Selldown by HitachiSeres Group H Share…
Smartkarma Daily BriefsNovember 5, 2025
In today’s briefing: CNGR Advanced Material H Share Listing: The Investment CaseNorthsand Pre-IPO: Strong Topline…
Smartkarma Daily BriefsNovember 4, 2025
In today’s briefing: ECM Weekly (3 November 2025)-Sany, Seres, CIG, PonyAI, WeRide, Mininglamp, Lenskart, Groww,…
Smartkarma Daily BriefsNovember 3, 2025
In today’s briefing: Primer: Lion Rock Group (1127 HK) - Nov 2025Omada Health (OMDA.US): Robust…
Smartkarma Daily BriefsNovember 9, 2025
In today’s briefing: Margin Call at 2nm: What TSMC's Price Hike Means for the Chip…
Smartkarma Daily BriefsNovember 8, 2025
Daily Brief Equity Bottom-Up: Michael Burry’s Uber Bearish Positions in Palantir and Nvidia and more
In today’s briefing: Michael Burry's Uber Bearish Positions in Palantir and NvidiaCathay Pacific (293 HK):…
Smartkarma Daily BriefsNovember 7, 2025
In today’s briefing: Microsoft's OpenAI ConundrumLong Bluescope (BSL AU) Vs. Short Sims (SGM AU): Statistical…
Smartkarma Daily BriefsNovember 6, 2025
In today’s briefing: SK Hynix Should Continue to Benefit from Local Flow.Nintendo (7974) | A…
Smartkarma Daily BriefsNovember 5, 2025
In today’s briefing: Elite UK REIT: October 2025 UpdateTotal Net Asset Value of ETFs Based…
Smartkarma Daily BriefsNovember 4, 2025
In today’s briefing: Pinelabs IPO Review - Another Fintech IPO Exactly 4yrs After Paytm -…
Smartkarma Daily BriefsNovember 9, 2025
In today’s briefing: Margin Call at 2nm: What TSMC's Price Hike Means for the Chip…
Smartkarma Daily BriefsNovember 8, 2025
In today’s briefing: Michael Burry's Uber Bearish Positions in Palantir and NvidiaKospi: Rising Volatility and…
Smartkarma Daily BriefsNovember 7, 2025
In today’s briefing: Pony.AI Hong Kong Public Offering Valuation AnalysisPonyAI and WeRide Secondary HK Trading…
Smartkarma Daily BriefsNovember 6, 2025
In today’s briefing: DeNA Attracts Murakami Group - Potentially Squeezable With ReasonSTAR50/STAR100 Index Rebalance Preview:…
Smartkarma Daily BriefsNovember 5, 2025
In today’s briefing: Nintendo (7974) | Early Signals from the Switch 2 CycleHyperscalers’ Cloud Revenue…
Smartkarma Daily BriefsNovember 4, 2025
In today’s briefing: Primer: Lion Rock Group (1127 HK) - Nov 2025China Healthcare Weekly (Nov.9)-Medical…
Smartkarma Daily BriefsNovember 9, 2025
In today’s briefing: Meilan Airport (357 HK)'s Special Deal And Tardy MGOAlebund (礼邦生物) Pre-IPO Quick…
Smartkarma Daily BriefsNovember 8, 2025
In today’s briefing: Cathay (293 HK) Takes Out Qatar Airway's StakeSSE50 Index Rebalance Preview: 4…
Smartkarma Daily BriefsNovember 7, 2025
In today’s briefing: Pony.AI Hong Kong Public Offering Valuation AnalysisPonyAI and WeRide Secondary HK Trading…
Smartkarma Daily BriefsNovember 6, 2025
In today’s briefing: Quiddity Leaderboard CSI 1000 Dec25: Final Expectations; ~US$2.9bn One-WaySTAR50/STAR100 Index Rebalance Preview:…
Smartkarma Daily BriefsNovember 5, 2025
In today’s briefing: HSCEI Index Rebalance Preview: 3 Changes as Adds Go Up, Up &…
Smartkarma Daily BriefsNovember 4, 2025
In today’s briefing: Saint-Care (2374 JP): An Attractive MBOMerger Arb Mondays (10 Nov) - Soft99,…
Smartkarma Daily BriefsNovember 10, 2025
In today’s briefing: NEC (6701 JP): Tie-Up with Siemens Adds to Growth PotentialMitsui & Co.…
Smartkarma Daily BriefsNovember 9, 2025
In today’s briefing: Human Made IPO a Testament to Japan's Creative MuscleWill Strengthened Disclosure Rules…
Smartkarma Daily BriefsNovember 8, 2025
In today’s briefing: Final Flows for the Major Global Index Rebal in November 2025: US$42bn…
Smartkarma Daily BriefsNovember 7, 2025
In today’s briefing: Toyota Industries (6201 JP): Market Movements Support the Case of a Higher…
Smartkarma Daily BriefsNovember 6, 2025
In today’s briefing: Hitachi Construction Machinery Block - US$450m Selldown by Hitachi DeNA Attracts Murakami…
Smartkarma Daily BriefsNovember 5, 2025
In today’s briefing: BoE: Bailey Leans Over December FenceVolatility Strategy: Analyzing the WTI Crude Price…
Smartkarma Daily BriefsNovember 7, 2025
In today’s briefing: Rebound To ResilienceActinver Research - GDP 3Q-25Actinver Research - Inflation Forecast (2h-Oct)Actinver…
Smartkarma Daily BriefsNovember 6, 2025
In today’s briefing: The Art of the Trade War: HE SAID, XI SAID..... WHAT WAS…
Smartkarma Daily BriefsNovember 5, 2025
In today’s briefing: HEM: Nov-25 Views & ChallengesMaking Sense of the Gold Price RetreatPrepare for…
Smartkarma Daily BriefsNovember 4, 2025
In today’s briefing: HONG KONG ALPHA PORTFOLIO: (October 2025)Bean Rallies on Hope Underpinned by Fragile…
Smartkarma Daily BriefsNovember 3, 2025
In today’s briefing: Overview#39 – Uranium’s Surge, Gold’s Lull, and Some Geopolitics in Between Overview#39…
Smartkarma Daily BriefsNovember 2, 2025
In today’s briefing: Sui's Q1 Wrapped: BitcoinFi, MEV, and Scaling Sui's Q1 Wrapped: BitcoinFi, MEV,…
Smartkarma Daily BriefsApril 24, 2025
In today’s briefing: New Research: Unlocking Quantitative Alpha in Cryptocurrency Markets New Research: Unlocking Quantitative…
Smartkarma Daily BriefsApril 23, 2025
In today’s briefing: End of The "dot-crypto" Era End of The "dot-crypto" EraBy EtherbridgeOur short…
Smartkarma Daily BriefsMarch 11, 2025
In today’s briefing: Zenrock: Paving the Path in DMPC Zenrock: Paving the Path in DMPCBy…
Smartkarma Daily BriefsFebruary 15, 2025
In today’s briefing: The More Things Change, The More They Stay The Same The More…
Smartkarma Daily BriefsFebruary 13, 2025
In today’s briefing: Ethereum Deep Dive: L2 Scaling, Competition, and TradFi Integration Ethereum Deep Dive:…
Smartkarma Daily BriefsFebruary 11, 2025
Explore our Solutions
Discover how decision-makers utilise the Smartkarma Platform to surface actionable insight, engage top-analysts and subscribe to premium data add-ons
For Institutional Investors & Financial Services
Asset Managers
Private Markets
Investment and Corporate Banking
For Corporate IR & Strategy
Investor Relations
Corporate Strategy & M&A
Marketing & Thought Leadership
