In today’s briefing: Japan - Passive Selling in a Few Weeks & Shorts Build UpFast…
Smartkarma Daily BriefsAugust 5, 2024
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Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: Sep24 Nikkei 225 Rebal Final Predictions - Fastie Capped, Still 1 ADD,…
Smartkarma Daily BriefsAugust 3, 2024
In today’s briefing: Rio Tinto (RIO AU/LN): Thinking About The "Unification"Sep24 Nikkei 225 Rebal Final…
Smartkarma Daily BriefsAugust 2, 2024
In today’s briefing: Sep24 Nikkei 225 Rebal Final Predictions - Fastie Capped, Still 1 ADD,…
Smartkarma Daily BriefsAugust 1, 2024
In today’s briefing: Keisei Elec (9009) AGM Result Not Salutary, Tough To Win On This…
Smartkarma Daily BriefsJuly 31, 2024
In today’s briefing: (Mostly) Asia-Pac M&A:Ansarada, Southern Cross Gold, A8 New Media, CPMC, Mandala Multifinance,…
Smartkarma Daily BriefsAugust 4, 2024
In today’s briefing: StubWorld: PCCW's Premium To NAV Is UnsustainableAlpha Generating Opportunities from the Corporate…
Smartkarma Daily BriefsAugust 3, 2024
In today’s briefing: - Murakami Group Bigger and Bolder on Exedy - STILL Room to…
Smartkarma Daily BriefsAugust 2, 2024
In today’s briefing: Sep24 Nikkei 225 Rebal Final Predictions - Fastie Capped, Still 1 ADD,…
Smartkarma Daily BriefsAugust 1, 2024
In today’s briefing: India: Potential Free Float Changes & Passive Flows in AugustCPMC (906 HK):…
Smartkarma Daily BriefsJuly 31, 2024
In today’s briefing: Fancl (4921) - Extendy-Extendy-Bumpity-BumpityExamining a Proactive Flow Trading Setup Targeting Korean Value-Up…
Smartkarma Daily BriefsJuly 30, 2024
In today’s briefing: Shift Up IPO: Final Allocation Results, Lockup Release Schedule, & Index Float…
Smartkarma Daily BriefsJuly 7, 2024
In today’s briefing: Aisin (7259 JP): The Current PlaybookSHEIN: Teaming up with Reliance Retail to…
Smartkarma Daily BriefsJuly 6, 2024
In today’s briefing: Big ¥500bn Honda (7267) Offering Is SmallHonda (7267 JP): A US$3.3 Billion…
Smartkarma Daily BriefsJuly 5, 2024
In today’s briefing: Timee (215A JP) IPO: The Bull CaseEmcure Pharmaceuticals Pre-IPO - Refiling Updates…
Smartkarma Daily BriefsJuly 4, 2024
In today’s briefing: Chenqi Technology IPO - Smallest in Scale, Sentiment Might Not Be the…
Smartkarma Daily BriefsJuly 3, 2024
In today’s briefing: Shift Up IPO Book Building Results AnalysisToenec (1946 JP) Offering - Nearly…
Smartkarma Daily BriefsJuly 2, 2024
In today’s briefing: Otsuka Holdings (4578 JP): H1 Revenue Rises 17% on Rexulti; Picks Up…
Smartkarma Daily BriefsAugust 4, 2024
In today’s briefing: Nintendo (7974) | Game Over for SwitchIntel Q224 Meltdown. Don't Say We…
Smartkarma Daily BriefsAugust 3, 2024
In today’s briefing: High Conviction 2024 – CyberAgent: Strong Recovery Across All Three Business SegmentsBudweiser…
Smartkarma Daily BriefsAugust 2, 2024
In today’s briefing: Nvidia's China Dominance in AI Accelerator Has Serious DeficienciesJapanese Big-Cap Banks –…
Smartkarma Daily BriefsAugust 1, 2024
In today’s briefing: Asia Ex-Japan: Extreme StocksGEM Funds: Extreme Stocks, July 2024Shimano (7309) | Shifts…
Smartkarma Daily BriefsJuly 31, 2024
In today’s briefing: Potential Big Changes at the Korean Chaebols - The Age Factor of…
Smartkarma Daily BriefsJuly 30, 2024
In today’s briefing: StubWorld: PCCW's Premium To NAV Is UnsustainableNintendo (7974) | Game Over for…
Smartkarma Daily BriefsAugust 3, 2024
In today’s briefing: WeRide Pre-IPO - The Positives - Large Monetisation Opportunity on the HorizonAmazon…
Smartkarma Daily BriefsAugust 2, 2024
In today’s briefing: Nvidia's China Dominance in AI Accelerator Has Serious DeficienciesQuiddity Leaderboard SET50 Dec…
Smartkarma Daily BriefsAugust 1, 2024
In today’s briefing: Asia Ex-Japan: Extreme StocksPC Monitor: MSFT Results Imminent; Look for Copilot Progress;…
Smartkarma Daily BriefsJuly 31, 2024
In today’s briefing: Big (Relatively Speaking) NEG (5214 JP) Buyback - Walking The Walk, FasterA8…
Smartkarma Daily BriefsJuly 30, 2024
In today’s briefing: Ansarada (AND AU)'s Scheme Is Back On TrackA8 Media (800 HK): 23rd…
Smartkarma Daily BriefsJuly 29, 2024
In today’s briefing: StubWorld: PCCW's Premium To NAV Is UnsustainableAGBA - Termination of coverageAgile Group…
Smartkarma Daily BriefsAugust 3, 2024
In today’s briefing: WeRide Pre-IPO - The Positives - Large Monetisation Opportunity on the HorizonBudweiser…
Smartkarma Daily BriefsAugust 2, 2024
In today’s briefing: China Comm Const (1800 HK): Robust Growth Prospects AcceleratingHigh Dividend Yield, Expansion…
Smartkarma Daily BriefsAugust 1, 2024
In today’s briefing: CPMC (906 HK): Champion's Offer Now Open. But All Eyes On ORG's…
Smartkarma Daily BriefsJuly 31, 2024
In today’s briefing: China Resources Beverage (华润饮料) Pre-IPO: A Visit to Convenience StoresSTAR100 Index Rebalance…
Smartkarma Daily BriefsJuly 30, 2024
In today’s briefing: Merger Arb Mondays (29 Jul) - China TCM, Canvest, CPMC, GA Pack,…
Smartkarma Daily BriefsJuly 29, 2024
In today’s briefing: Sep24 Nikkei 225 Rebal Final Predictions - Fastie Capped, Still 1 ADD,…
Smartkarma Daily BriefsAugust 1, 2024
In today’s briefing: Shimano (7309) | Shifts Gears with Upbeat GuidanceCustomers Flocking to Donki for…
Smartkarma Daily BriefsJuly 31, 2024
In today’s briefing: Fancl (4921) - Extendy-Extendy-Bumpity-BumpityStanley Electric (6923) - Salutary Q1 and BIG BuybackHeiwa…
Smartkarma Daily BriefsJuly 30, 2024
In today’s briefing: ENEOS Bumps Tatsuta Elec (5809) Bid - 8.3% Bump Matches 8.7% Rise…
Smartkarma Daily BriefsJuly 29, 2024
In today’s briefing: Tohokushinsha Film (2329 JP): Potential Scenarios as 3D Lobs a Privatisation ProposalNidec…
Smartkarma Daily BriefsJuly 28, 2024
In today’s briefing: Tatsuta Electric (5809 JP): Eneos Returns with a Token Bump to JPY780Japan…
Smartkarma Daily BriefsJuly 27, 2024
In today’s briefing: Real Interest Rate Plays a Key Role in Hong Kong Residential Property…
Smartkarma Daily BriefsJuly 15, 2024
In today’s briefing: Portfolio Watch: Be our guest to jump the great rotation bandwagonChina's Above-Forecast…
Smartkarma Daily BriefsJuly 14, 2024
In today’s briefing: CPI Review: Gung Ho summer! Risk-off fall?Liquidity watch: Two major waves of…
Smartkarma Daily BriefsJuly 13, 2024
In today’s briefing: How Emerging Markets Fare Admidst High US Interest RateEM Watch – No…
Smartkarma Daily BriefsJuly 12, 2024
In today’s briefing: Positioning Watch – No recession betting in markets yetIs this the Death…
Smartkarma Daily BriefsJuly 11, 2024
In today’s briefing: UK Inflation Basket CaseBTC Is Down >10%; Is This a Buy-The-Dip Moment?The…
Smartkarma Daily BriefsJuly 10, 2024
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