In today’s briefing: If Rakuten (4755) Combines Financial Units... Who Wins and How? Well... It's…
Smartkarma Daily BriefsJuly 30, 2024
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Smartkarma Daily Briefs
Key Insights From The Network, Summarised Daily
In today’s briefing: Sep24 S&P500 Index Rebal - Two Changes Expected; $6bn One-Way Flow and…
Smartkarma Daily BriefsJuly 28, 2024
In today’s briefing: Overall Assessment of the Value-Up Policy-Related Aspects of the Tax Reform Plan…
Smartkarma Daily BriefsJuly 27, 2024
In today’s briefing: Canon Marketing (8060) - Finally Using Its Cash, But It Is Walking…
Smartkarma Daily BriefsJuly 26, 2024
In today’s briefing: HSTECH Index Rebalance Preview: ASM Pacific (522) Could Replace Ping An Health…
Smartkarma Daily BriefsJuly 25, 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: Tohokushinsha Film (2329 JP): Potential Scenarios as 3D Lobs a Privatisation ProposalMandala…
Smartkarma Daily BriefsJuly 28, 2024
In today’s briefing: StubWorld's: Amorepacific's NAV Discount Plumbs New Multi-Year LowZhihu (2390 HK/ZH US)'s Cheeky…
Smartkarma Daily BriefsJuly 27, 2024
In today’s briefing: Overall Assessment of the Value-Up Policy-Related Aspects of the Tax Reform Plan…
Smartkarma Daily BriefsJuly 26, 2024
In today’s briefing: Sep24 S&P500 Index Rebal - Two Changes Expected; $6bn One-Way Flow and…
Smartkarma Daily BriefsJuly 25, 2024
In today’s briefing: Furukawa Battery (6937) - Ugly Process in Virtual Take-Under Take-PrivateFurukawa Battery (6937…
Smartkarma Daily BriefsJuly 24, 2024
In today’s briefing: Timee Pre-IPO - Peer Comparison - Stronger Growth Has Allowed It to…
Smartkarma Daily BriefsJuly 1, 2024
In today’s briefing: Sanil Electric IPO: The Bull CaseSF Holding Pre-IPO: Dominance in Domestic Time-Definite…
Smartkarma Daily BriefsJune 30, 2024
In today’s briefing: Emcure Pharmaceuticals Pre-IPO: IPO Price Band Set; Steep Valuation Offers Limited Upside…
Smartkarma Daily BriefsJune 29, 2024
In today’s briefing: Big Aisin (7259) Offering Sets Stage for First Toyota Group Full UnwindAisin…
Smartkarma Daily BriefsJune 28, 2024
In today’s briefing: Timee Pre-IPO - The Positives - Exponential Growth Since InceptionSanil Electric IPO…
Smartkarma Daily BriefsJune 27, 2024
In today’s briefing: Sanil Electric IPO Valuation AnalysisHyundai Motor India Pre-IPO - The Negatives -…
Smartkarma Daily BriefsJune 26, 2024
In today’s briefing: Taiwan Tech Weekly: Hit Hard By AI/Tech Pullback; Watch UMC, Mediatek, Realtek,…
Smartkarma Daily BriefsJuly 29, 2024
In today’s briefing: Nidec (6594 JP): Buy into Current DeclineTaiwan Dual-Listings Monitor: TSMC and ASE…
Smartkarma Daily BriefsJuly 28, 2024
In today’s briefing: Tencent/Netease: Zero for Major Names; Industry Revenue Growth Flattish in First HalfThe…
Smartkarma Daily BriefsJuly 27, 2024
In today’s briefing: Alphabet 2Q'24 UpdateSaizeriya (7581 JP): Improvement In Profitability In Japan Materialized in…
Smartkarma Daily BriefsJuly 26, 2024
In today’s briefing: Weak Refining Margins and Gas Prices Dampen Chevron’s Q2 Earnings OutlookGES: Snapping…
Smartkarma Daily BriefsJuly 25, 2024
In today’s briefing: Toyota's BIG Buyback Via Tender Offer from Banks & InsurersThe Beat Ideas:…
Smartkarma Daily BriefsJuly 24, 2024
In today’s briefing: HK Connect SOUTHBOUND Flows (To 26 Jul 2024); ETFs Get Bought, Banks…
Smartkarma Daily BriefsJuly 28, 2024
In today’s briefing: Zhihu (2390 HK/ZH US)'s Cheeky BuybackTencent/Netease: Zero for Major Names; Industry Revenue…
Smartkarma Daily BriefsJuly 27, 2024
In today’s briefing: Alphabet 2Q'24 UpdateArgo Graphics (7595) - Thursday, Apr 25, 2024Alphabet Surges Past…
Smartkarma Daily BriefsJuly 26, 2024
In today’s briefing: Meta's Ad Revenues Expected to Surge, But Rising Spend Remains a ConcernTech…
Smartkarma Daily BriefsJuly 25, 2024
In today’s briefing: Kakao Group Founder Kim Beom-Su Gets Arrested - What's Next?FXI Rebalance Preview:…
Smartkarma Daily BriefsJuly 24, 2024
In today’s briefing: Microsoft Flying High on Tailwinds from Azure Surge, AI Leap & Gaming…
Smartkarma Daily BriefsJuly 23, 2024
In today’s briefing: HK Connect SOUTHBOUND Flows (To 26 Jul 2024); ETFs Get Bought, Banks…
Smartkarma Daily BriefsJuly 28, 2024
In today’s briefing: Zhihu (2390 HK/ZH US)'s Cheeky BuybackTencent/Netease: Zero for Major Names; Industry Revenue…
Smartkarma Daily BriefsJuly 27, 2024
In today’s briefing: StubWorld: Legend (LEGN US) Offer Or Not, Genscript (1548 HK) Is AttractiveCanvest…
Smartkarma Daily BriefsJuly 26, 2024
In today’s briefing: CPMC Holdings (906 HK): Decisions, Decisions as Changping Industrial’s Offer Set to…
Smartkarma Daily BriefsJuly 25, 2024
In today’s briefing: EQD | The HSI Is Ripe For A Rally In August (IF…
Smartkarma Daily BriefsJuly 24, 2024
In today’s briefing: Canvest Environmental (1381 HK): Grandblue’s Pre-Condition Privatisation at HK$4.90BUY/SELL/HOLD: Hong Kong Stock…
Smartkarma Daily BriefsJuly 23, 2024
In today’s briefing: Saizeriya (7581 JP): Improvement In Profitability In Japan Materialized in 3Q24Argo Graphics…
Smartkarma Daily BriefsJuly 26, 2024
In today’s briefing: Tohokushinsha (2329 JP) - 3D Investment Partners Proposes Take-PrivateTimee IPO Trading -…
Smartkarma Daily BriefsJuly 25, 2024
In today’s briefing: Furukawa Battery (6937) - Ugly Process in Virtual Take-Under Take-PrivateToyota's BIG Buyback…
Smartkarma Daily BriefsJuly 24, 2024
In today’s briefing: ASICS (7936 JP): The Current PlaybookFancl (4921 JP): Evaluating the Potential of…
Smartkarma Daily BriefsJuly 23, 2024
In today’s briefing: Kokusai Electric (6525 JP): Placement Price Could Be Determined Today; Index Impact…
Smartkarma Daily BriefsJuly 22, 2024
In today’s briefing: (Mostly) Asia-Pac M&A: AIS/Thaicom, Capitol Health, Alumina, Ansarada, TCM, CPMC, Fancl, Hollysys…
Smartkarma Daily BriefsJuly 21, 2024
In today’s briefing: Steno Signals #107 – The 3 indicators you NEED to watch on…
Smartkarma Daily BriefsJuly 9, 2024
In today’s briefing: Fed Sees Economy Cooling as Leading Indicators Also Suggest Softer Looming TrendTops…
Smartkarma Daily BriefsJuly 8, 2024
In today’s briefing: Hong Kong Services PMI: True Recovery or One-Off Improvement? Hong Kong Services…
Smartkarma Daily BriefsJuly 7, 2024
In today’s briefing: Hong Kong: How Much GDP Is Deduced from the Northern Spending of…
Smartkarma Daily BriefsJuly 6, 2024
In today’s briefing: Three Risk-Off Signals Offset by One Risk-On Signal?Is Underlying Inflation Edging Higher,…
Smartkarma Daily BriefsJuly 5, 2024
In today’s briefing: Korean Government Announces Corporate and Dividend Tax Incentives Under Corporate Value Up…
Smartkarma Daily BriefsJuly 4, 2024
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