In today’s briefing: Alibaba (9988 HK/BABA) Dual Primary Listing: Are We There Yet?HSCEI/HSTECH/HSIII Index Rebalance…
Smartkarma Daily BriefsAugust 17, 2024
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Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: HSCEI/HSTECH/HSIII Index Rebalance Preview: Potential Changes, Flow & PositioningTo Tender Or Not…
Smartkarma Daily BriefsAugust 15, 2024
In today’s briefing: CPMC (906 HK) Responds To Champion's OfferTo Tender Or Not - Gauging…
Smartkarma Daily BriefsAugust 14, 2024
In today’s briefing: Kokusai Electric (6525 JP): Placement Price Could Be Determined Today; Index Impact…
Smartkarma Daily BriefsAugust 13, 2024
In today’s briefing: Last Week in Event SPACE: Toyota, Swire, Fancl, Barito Complex, DescenteTrend Micro…
Smartkarma Daily BriefsAugust 12, 2024
In today’s briefing: China Traditional Chinese Medicine (570 HK): Relief as Update Favours the BullsExamining…
Smartkarma Daily BriefsAugust 16, 2024
In today’s briefing: Tax-Loss Selling In Australia 2024: Trade Reversed Is Tale of Two Hedges,…
Smartkarma Daily BriefsAugust 15, 2024
In today’s briefing: To Tender Or Not - Gauging The Future of Sun Corp (6736)HSCEI/HSTECH/HSIII…
Smartkarma Daily BriefsAugust 14, 2024
In today’s briefing: Select Sector Indices - HUGE Impact of Proposed Constituent Weighting ChangesMacquarie Korea…
Smartkarma Daily BriefsAugust 13, 2024
In today’s briefing: Merger Arb Mondays (12 Aug) - China TCM, Canvest, GA Pack, Fuji…
Smartkarma Daily BriefsAugust 12, 2024
In today’s briefing: Trend Micro (4704 JP): Evaluating the Privatisation RumoursLast Week in Event SPACE:…
Smartkarma Daily BriefsAugust 11, 2024
In today’s briefing: Big Honda (7267) Offering - Flow Timing MattersInvincible Investment Corp Placement -…
Smartkarma Daily BriefsJuly 19, 2024
In today’s briefing: Hyundai Motor India Pre-IPO - Peer Comparison - Doesn’t Stand OutSanil Electric…
Smartkarma Daily BriefsJuly 18, 2024
In today’s briefing: The Honda (7267) Offering - Much Easier Than It LooksHonda (7267 JP):…
Smartkarma Daily BriefsJuly 17, 2024
In today’s briefing: Honda Motor Placement - Past Large Deals Analysis - Could Do with…
Smartkarma Daily BriefsJuly 16, 2024
In today’s briefing: ASICS Placement - Needs to Correct, but Watch Out for the Revision…
Smartkarma Daily BriefsJuly 15, 2024
In today’s briefing: Hyundai Motor India IPO: The Bull CaseWeekly Deals Digest (14 Jul) -…
Smartkarma Daily BriefsJuly 14, 2024
In today’s briefing: Long 7747 Asahi Intec | Short 7733 OlympusAlibaba (9988 HK/BABA): 1Q25, Growth…
Smartkarma Daily BriefsAugust 16, 2024
In today’s briefing: The Beat Ideas- Authum 2.0: A New Era in Financial Services!Tencent (700…
Smartkarma Daily BriefsAugust 15, 2024
In today’s briefing: Softbank (9984 JP): The NAV Discount High Offers an Investment OpportunitySK Square:…
Smartkarma Daily BriefsAugust 14, 2024
In today’s briefing: TSMC's July Revenue Hits Record NT$256.95 Billion, Boosted by AI Servers and…
Smartkarma Daily BriefsAugust 13, 2024
In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Strong Spread Rebound Into Short Zone; ASE Remains…
Smartkarma Daily BriefsAugust 12, 2024
In today’s briefing: GHCL Textile Q1 FY25 UpdateKorea Small Cap Gem #30: KiswireAsustek & Acer…
Smartkarma Daily BriefsAugust 11, 2024
In today’s briefing: J Tower (4485) - Once Ambitious, Still High Growth, Sells Itself Low/Cheapish.JTOWER…
Smartkarma Daily BriefsAugust 15, 2024
In today’s briefing: HSCEI/HSTECH/HSIII Index Rebalance Preview: Potential Changes, Flow & PositioningSoftbank (9984 JP): The…
Smartkarma Daily BriefsAugust 14, 2024
In today’s briefing: TSMC's July Revenue Hits Record NT$256.95 Billion, Boosted by AI Servers and…
Smartkarma Daily BriefsAugust 13, 2024
In today’s briefing: Taiwan Dual-Listings Monitor: TSMC Strong Spread Rebound Into Short Zone; ASE Remains…
Smartkarma Daily BriefsAugust 12, 2024
In today’s briefing: Trend Micro (4704 JP): Evaluating the Privatisation RumoursAsustek & Acer Key Takeaways:…
Smartkarma Daily BriefsAugust 11, 2024
In today’s briefing: Trend Micro (4704) Up For Sale? Would Be a HUGE Buyout But…
Smartkarma Daily BriefsAugust 10, 2024
In today’s briefing: Tencent (700 HK): 2Q24, Gross Margins of All Business Lines Improved SignificantlyTencent…
Smartkarma Daily BriefsAugust 15, 2024
In today’s briefing: HSCEI/HSTECH/HSIII Index Rebalance Preview: Potential Changes, Flow & PositioningCPMC Holdings (906 HK):…
Smartkarma Daily BriefsAugust 14, 2024
In today’s briefing: Tencent (700 HK): 2Q24 Preview, Both Growth and Margin to ImproveThe Heat…
Smartkarma Daily BriefsAugust 13, 2024
In today’s briefing: Merger Arb Mondays (12 Aug) - China TCM, Canvest, GA Pack, Fuji…
Smartkarma Daily BriefsAugust 12, 2024
In today’s briefing: O2O Playing a More Prominent Role in China Street DrinksWeekly Deals Digest…
Smartkarma Daily BriefsAugust 11, 2024
In today’s briefing: Thoughts On Swire Properties (1972 HK)'s BuybackYum China (9987 HK): The Best…
Smartkarma Daily BriefsAugust 10, 2024
In today’s briefing: Recruit: Labour Markets Continue to Trend Down, but Recruit’s Efforts Pay Off…
Smartkarma Daily BriefsAugust 13, 2024
In today’s briefing: To Be Selected by Global Investors as an Investment Target, Increasing Cash…
Smartkarma Daily BriefsAugust 12, 2024
In today’s briefing: Trend Micro (4704 JP): Evaluating the Privatisation RumoursLast Week in Event SPACE:…
Smartkarma Daily BriefsAugust 11, 2024
In today’s briefing: Trend Micro (4704) Up For Sale? Would Be a HUGE Buyout But…
Smartkarma Daily BriefsAugust 10, 2024
In today’s briefing: StubWorld: Barito Renewables Rolling Over - More To Come. Also Kyocera/KDDIKKR ¥8,800…
Smartkarma Daily BriefsAugust 9, 2024
In today’s briefing: JPX Nikkei 400 Index Rebalance: A Bunch of Chunky Adds & US$6bn…
Smartkarma Daily BriefsAugust 8, 2024
In today’s briefing: PBOC's Surprise Rate Cuts on 22 July 2024New Changes in the IPO…
Smartkarma Daily BriefsJuly 28, 2024
In today’s briefing: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 26…
Smartkarma Daily BriefsJuly 27, 2024
In today’s briefing: South Korea Plans To Lower Inheritance TaxesEM Watch: Knock-outing the EM darlings,…
Smartkarma Daily BriefsJuly 26, 2024
In today’s briefing: Business Cycle Watch: Why Sweden’s Resurging Momentum is a Must WatchCX Daily:…
Smartkarma Daily BriefsJuly 25, 2024
In today’s briefing: India: Mild Near-Term Negative for Stocks; Solidly Positive for Medium Term GrowthGreat…
Smartkarma Daily BriefsJuly 24, 2024
In today’s briefing: Will the Hong Kong Stock Market Ever Return to Previous Height?Trading Trump…
Smartkarma Daily BriefsJuly 23, 2024
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