In today’s briefing: Kioxia (285A JP): Toshiba Selling Leads to Passive Buying & Removes OverhangGold…
Smartkarma Daily BriefsOctober 25, 2025
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Smartkarma Daily Briefs
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In today’s briefing: Gold Miners ETF (GDX US) Dec Rebalance: Zijin Gold Is a Miss;…
Smartkarma Daily BriefsOctober 23, 2025
In today’s briefing: Softbank Group (9984 JP): Breaks Through the 10% Nikkei225 Cap MV Global…
Smartkarma Daily BriefsOctober 22, 2025
In today’s briefing: Kioxia (285A JP): Toshiba Selling Leads to Passive Buying & Removes OverhangBarito…
Smartkarma Daily BriefsOctober 21, 2025
In today’s briefing: Ganfeng Lithium (1772 HK): Global Index Inclusion, Outperformance & The A/H TradeMandarin…
Smartkarma Daily BriefsOctober 20, 2025
In today’s briefing: Fresh Policy Momentum Hitting Korea Tape: Trade Is Lining up Around 13…
Smartkarma Daily BriefsOctober 25, 2025
In today’s briefing: - Activism Wins as MBO Bidder Pays 42.4% More for Pacific Industrial…
Smartkarma Daily BriefsOctober 24, 2025
In today’s briefing: Palliser Capital Goes Activist on LG ChemKorea’s Next Policy Play: NAV Discount…
Smartkarma Daily BriefsOctober 23, 2025
In today’s briefing: The U.S./Aussie Bilateral Framework On Critical MineralsApiam Animal Health (AHX AU): Adamantem's…
Smartkarma Daily BriefsOctober 22, 2025
In today’s briefing: Digital HD (2389 JP) Gets a Counter + 20% - Tough But…
Smartkarma Daily BriefsOctober 21, 2025
In today’s briefing: Mandarin Oriental (MAND SP): Matheson's Full OfferMerger Arb Mondays (20 Oct) -…
Smartkarma Daily BriefsOctober 20, 2025
In today’s briefing: WeRide Secondary HK Offering - Is Relatively Cheaper but Lacks MomentumCIG Shanghai…
Smartkarma Daily BriefsOctober 23, 2025
In today’s briefing: Pony AI Secondary HK Offering - Stock Has Been Volatile, a Look…
Smartkarma Daily BriefsOctober 22, 2025
In today’s briefing: Sany Heavy Industries A/H IPO Pricing - Thoughts on ValuationsSany Heavy Industry…
Smartkarma Daily BriefsOctober 21, 2025
In today’s briefing: ECM Weekly (20 October 2025)- Sany, Seres, JST, Fibocom, Tekscend, FineToday, LG…
Smartkarma Daily BriefsOctober 20, 2025
In today’s briefing: BillionToOne, Inc (BLLN): Peeking at the IPO Prospectus of a Precision Diagnostics…
Smartkarma Daily BriefsOctober 19, 2025
In today’s briefing: Deepexi Technology Pre-IPO: Decent Topline Growth But Still UnprofitableCanara HSBC Life Insurance…
Smartkarma Daily BriefsOctober 18, 2025
In today’s briefing: Intel Q325. Solid Quarter But Still No Coherent AI Strategy & 18A…
Smartkarma Daily BriefsOctober 25, 2025
In today’s briefing: Zijin Gold International – World-Class Portfolio, Execution-Driven UpsideTencent/Netease: Zero for Big Names…
Smartkarma Daily BriefsOctober 24, 2025
In today’s briefing: SoftBank Soared. And This Hidden AI Power Play Could Be NextPodcast: An…
Smartkarma Daily BriefsOctober 23, 2025
In today’s briefing: Briefing. TSMC Dismissed Bubble Fears, Why a 2% Target?, Warehouse Market Turns,…
Smartkarma Daily BriefsOctober 22, 2025
In today’s briefing: Levi Strauss & Co.: Product Innovation & ExpansionGitLab Rockets On M&A Chatter:…
Smartkarma Daily BriefsOctober 21, 2025
In today’s briefing: Zijin Mining – Structural Re-Rate Underway; Q3 Results Validate Copper–Gold Flywheel +…
Smartkarma Daily BriefsOctober 20, 2025
In today’s briefing: Intel Q325. Solid Quarter But Still No Coherent AI Strategy & 18A…
Smartkarma Daily BriefsOctober 25, 2025
In today’s briefing: Quiddity Leaderboard TDIV Dec25: ~US$3bn One-Way; Some Changes to Expectations; New IdeasTencent/Netease:…
Smartkarma Daily BriefsOctober 24, 2025
In today’s briefing: CIG Shanghai A/H Listing: Smaller A/H Premium than Larger Peers, ExpensivePony AI…
Smartkarma Daily BriefsOctober 23, 2025
In today’s briefing: Pony AI Secondary HK Offering - Stock Has Been Volatile, a Look…
Smartkarma Daily BriefsOctober 22, 2025
In today’s briefing: Softbank Group (9984 JP): Breaks Through the 10% Nikkei225 CapGitLab Rockets On…
Smartkarma Daily BriefsOctober 21, 2025
In today’s briefing: Kioxia (285A JP): Toshiba Selling Leads to Passive Buying & Removes OverhangSemiFive…
Smartkarma Daily BriefsOctober 20, 2025
In today’s briefing: Joy City (207 HK): 17th November Vote On COFCO's OfferJoy City Property…
Smartkarma Daily BriefsOctober 25, 2025
In today’s briefing: IDT (167 HK): Expect Long-Dated MGO As Major Shareholder Placed In ReceivershipZijin…
Smartkarma Daily BriefsOctober 24, 2025
In today’s briefing: WeRide Secondary HK Offering - Is Relatively Cheaper but Lacks MomentumCIG Shanghai…
Smartkarma Daily BriefsOctober 23, 2025
In today’s briefing: Pony AI Secondary HK Offering - Stock Has Been Volatile, a Look…
Smartkarma Daily BriefsOctober 22, 2025
In today’s briefing: Sany Heavy Industries A/H IPO Pricing - Thoughts on ValuationsRemegen (9995 HK):…
Smartkarma Daily BriefsOctober 21, 2025
In today’s briefing: Zijin Mining – Structural Re-Rate Underway; Q3 Results Validate Copper–Gold Flywheel +…
Smartkarma Daily BriefsOctober 20, 2025
In today’s briefing: Otsuka, Hirose Electric, Screen, Advantest: The Value Seeker Portfolio and NK OptionsTo…
Smartkarma Daily BriefsOctober 25, 2025
In today’s briefing: - Activism Wins as MBO Bidder Pays 42.4% More for Pacific Industrial…
Smartkarma Daily BriefsOctober 24, 2025
In today’s briefing: Yakult Honsha (2267 JP): Underperformance & Global Index Deletion in NovSoftBank Soared.…
Smartkarma Daily BriefsOctober 23, 2025
In today’s briefing: Toyota Motor (7203 JP) Tactical Outlook: Awaiting Imminent PullbackPrimer: BeNext-Yumeshin Group (2154…
Smartkarma Daily BriefsOctober 22, 2025
In today’s briefing: Digital HD (2389 JP) Gets a Counter + 20% - Tough But…
Smartkarma Daily BriefsOctober 21, 2025
In today’s briefing: Kioxia (285A JP): Toshiba Selling Leads to Passive Buying & Removes OverhangECM…
Smartkarma Daily BriefsOctober 20, 2025
In today’s briefing: UK CPI Trips Into The FallEMERGING THEMES: China's Next 5 Year PlanOil…
Smartkarma Daily BriefsOctober 23, 2025
In today’s briefing: The Heat Is On: News Flow and Sentiment in CHINA / HONG…
Smartkarma Daily BriefsOctober 22, 2025
In today’s briefing: Technically Speaking Breakouts & Breakdowns - HONG KONG (October 18)Credit Cockroaches IncubatingDid…
Smartkarma Daily BriefsOctober 21, 2025
In today’s briefing: Brent Crude at a New Near-Term Equilibrium?A Fragile BullEM Active Funds: What’s…
Smartkarma Daily BriefsOctober 20, 2025
In today’s briefing: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 17…
Smartkarma Daily BriefsOctober 18, 2025
In today’s briefing: UK: Unseasonably Resilient In Q3Asia Cross Asset Podcast: Japan - The New…
Smartkarma Daily BriefsOctober 17, 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
In today’s briefing: ZKsync & The Elastic Network Endgame ZKsync & The Elastic Network EndgameBy…
Smartkarma Daily BriefsFebruary 1, 2025
In today’s briefing: ZkVerify: Optimizing Zero Knowledge Proof Verification at Scale ZkVerify: Optimizing Zero Knowledge…
Smartkarma Daily BriefsJanuary 28, 2025
In today’s briefing: The Impact of Token Unlock Events on Cryptocurrency Prices: An Empirical AnalysisLayerZero…
Smartkarma Daily BriefsJanuary 9, 2025
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