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1 week ago | 
smartkarma.com | Brian Freitas |Arun George |Sanghyun Park |Jesus Aguilar |Jesús Aguilar
In today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index Flows Tsuruha (3391 JP)/Welcia (3141 JP): Vote Musings Weekly Deals Digest (25 May) – Toyota Industries, Shibaura, ESR, Soundwill, Mayne Pharma, GMO Merger Arb Mondays (26 May) – Mayne, Seven & I, Shibaura, Welcia/Tsuruha, Nissin, ESR, Dickson Zomato/Eternal: The BIG Passive Selling Starts Clarifying a Few Points of Confusion Surrounding the Samsung Biologics Spin-Off Underwriting...
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1 month ago | 
smartkarma.com | Brian Freitas |Michael Fritzell
💡 Before it’s here, it’s on SmartkarmaSign Up for FreeThe Smartkarma Preview Pass is your entry to the Independent Investment Research Network✓ Unlimited Research Summaries✓ Personalised Alerts✓ Custom Watchlists✓ Company Data and News✓ Events & Webinars
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1 month ago | 
smartkarma.com | Brian Freitas |David Blennerhassett |Travis Lundy |Jesus Aguilar |Jesús Aguilar
In today’s briefing: Chagee Holdings (CHA US) IPO: Global Index Inclusion Timeline After Squaring Away Japfa, The Santosa Family Looks To PT Japfa [Japan Activism] – Strategic Capital Shareholder Proposals to WAKITA (8125) And Their Response StubWorld: Swire Is “Rich” To Cathay; And Cathay “Cheap” To Air China Canvest (1381 HK): 12th May Vote On Grandblue’s Offer Naturgy’s Tender Offer: Exploring Spanish ‘Odd-Lot’ Priority and Potential €500 Upside for Shareholders Liquid Universe of European...
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2 months ago | 
smartkarma.com | Travis Lundy |Brian Freitas |Nicolas Baratte |Jesus Aguilar |Jesús Aguilar
In today’s briefing:Nikkei 225 Sep25 Rebal: One ADD, One DELETE Still Probable Unless Kokusai Elec (6525) Offering/SplitKorea Short Selling: What Happened on Day 1? Intel Vision Conf: New CEO Mr. TAN Does Not Hide that It Will Be Tough to Fix IntelInitiating Coverage Of “New” Vivendi, Latest Portfolio DisposalsAdvanced Energy Industries: The 5 Major Challenges That Can Hinder Growth In 2025! Major DriversCapgemini (CAP FP): Back to BPO?
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2 months ago | 
smartkarma.com | Brian Freitas |William Keating |Nimish Maheshwari |Jesus Aguilar |Jesús Aguilar
In today’s briefing:FnGuide Semiconductor Top10 Index Rebalance Preview: Just One Change LikelyIntel Vision: Lip Bu Tan’s First Keynote As Intel CEOVodafone Idea: Another Lifeline, But Structural Challenges PersistCloud Control: EQT Logs In to FortnoxWeekly Update (ANGI, IAC, HOLN)Notes from Conversation with ANGI IRSigenergy Technology Pre-IPO – Achieved Market Leadership Within Two Years in a Nascent IndustryUMC (2303.TT; UMC.US): Merges with GFS?
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2 months ago | 
smartkarma.com | Arun George |Osbert Tang |Brian Freitas |Jesus Aguilar |Jesús Aguilar
In today’s briefing: ENN Energy (2688 HK): ENN Natural Gas’ Preconditional Cash/Scrip Offer ENN Energy (2688 HK): Our Initial View on the Privatisation – Valuation and Fundamentals ENN Energy (2688 HK) Privatization: Details & Index Implications Xcel Energy – a bright spark to power growth A Power Move: Naturgy Sparks a Strategic Rebalance ENN Energy (2688 HK): ENN Natural Gas’ Preconditional Cash/Scrip Offer ENN Energy (2688 HK) announced a pre-conditional privatisation from ENN Natural Gas...
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2 months ago | 
smartkarma.com | Brian Freitas |Travis Lundy |Sanghyun Park |Jesus Aguilar |Jesús Aguilar
In today’s briefing: Korea: Short Selling Is Back in March; Trade Ideas The Japan March-End Rebal and Dividend Trade SSE50 Index Rebalance Preview: Three Changes; Some Misses Schedule Info for Front-Running Korea Sector ETF Rebalancing Trades Hanwha Aerospace’s Monster Raise: Checking Key Angles Rio Tinto Dual-Listed Company (DLC) Unification Analysis Hanwha Aerospace: Rights Offering of 3.6 Trillion Won (Negative on Entire Korean Defense Sector) Quiddity Leaderboard STAR 50/100 Jun25:...
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Feb 18, 2025 | 
smartkarma.com | Brian Freitas |Sudarshan Bhandari |Jesus Aguilar |Jesús Aguilar
In today’s briefing:Goodman Group (GMG AU): Much Bigger Index Impact of US$2.5bn Equity OfferingEFC India Limited Q3 Update: Driving Growth Through Design and Build VerticalsAsia Real Estate Tracker (18-Feb-2025): ADIA, Hines sell Shanghai Trophy Tower for $1.5BArvind SmartSpaces Limited Q3 Update: Leveraging Market Trends for Future Revenue PotentialUniCredit’s Banco BPM Takeover: A Deal on the Brink? Volta Finance Limited (VTAS): 2024 experience bodes well for 2025Clip Money, Inc.
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Jan 29, 2025 | 
smartkarma.com | Brian Freitas |Arun George |Tina Banerjee
In today’s briefing:Sigma Healthcare (SIG AU): Shareholders Approve Merger; Passives Could Start Buying in Two WeeksDropsuite (DSE AU): NinjaOne’s Binding Offer a Done DealSigma Healthcare (SIG AU): Shareholders Approves CWG MergerSigma Healthcare (SIG AU): Shareholders Approve Merger; Passives Could Start Buying in Two Weeks Sigma Healthcare (SIG AU) and Chemist Warehouse (CWG) shareholders have approved the merger with 99.86% and 100% of the votes cast in favour.
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Jan 28, 2025 | 
smartkarma.com | Travis Lundy |Arun George |Brian Freitas |David Blennerhassett
In today’s briefing:3D Launches Partial Tender Offer on NTT UD REIT (8956)NTT UD REIT (8956 JP): 3D’s Unsolicited Partial Tender OfferSolactive Global Uranium & Nuclear Components Index Rebalance: DeepSeek Led Selloff & 1 DeleteFast Retailing (9983 JP): Double Capping & The Reverse Funding TradeJapfa (JAP SP): The Santosa Family (Finally) Makes A MoveSLB Dev (SLB SP): Ong Family Offer By Way Of A Scheme.
