Henry Soediarko

Nov 24, 2024 | smartkarma.com | Henry Soediarko |Nicolas Baratte |Ying Pan |Ming Lu

In today’s briefing: Travelsky (696): Sleepy Giant Tech News This Week: Smartphone, Mediatek, Nvidia, Qualcomm, TSMC, Super Micro, SK Hynix, Samsung Takasago Thermal Engineering (1969): Start of Multi-Year Bull [Kuaishou (1024 HK, BUY, TP HK$72) TP Change]: C3Q24 Review: Value Stocks Face Picky Investors China Consumption Weekly (25 Nov 2024): Xiaomi, Haier, Autohome, Xpeng, Full Truck, Tongcheng MT/Meituan (3690 HK) 3Q24 Earnings Preview: Upside Narrowed to 50% Nameson Holdings (1982 HK) H1...

Nov 24, 2024 | smartkarma.com | Arun George |Clarence Chu |Sumeet Singh |Henry Soediarko

In today’s briefing: Merger Arb Mondays (25 Nov) – Seven & I, Fuji Soft, ID&EH, Arcadium, Henlius, Canvest, GAPack Meiji Holdings Placement – Momentum Leading into This Cross-Shareholding Selldown Isn’t the Greatest FineToday Holdings (289A JP) IPO: The Bear Case ECM Weekly (25th Nov 2024) – SF, Kioxia Digico, Pony, Finetoday, Saint Bella, Zinka, Keppel DC Takasago Thermal Engineering (1969): Start of Multi-Year Bull Merger Arb Mondays (25 Nov) – Seven & I, Fuji Soft, ID&EH, Arcadium,...

Nov 24, 2024 | smartkarma.com | Travis Lundy |Henry Soediarko |Leonard Law |Osbert Tang

In today’s briefing: A/H Premium Tracker (To 22 Nov 2024): AH Premia Rise Sharply; Hs Shellacked Vs As In Most Sectors Takasago Thermal Engineering (1969): Start of Multi-Year Bull Morning Views Asia: Adani Ports & Special Economic Zone, Bharti Airtel China State Construction Intl (3311 HK): Steady as It Goes Hutchmed China Ltd (13.HK/​​HCM.US) – The Fundamentals Remain Strong Monthly Chinese Express Tracker | October Volume Firmed | ZTO Disappoints | SF HK IPO This Week A/H Premium Tracker...

Nov 24, 2024 | smartkarma.com | Brian Freitas |Sumeet Singh |Nicolas Baratte |Henry Soediarko

In today’s briefing: Hang Seng Index (HSI) Rebalance: Still Baby Steps to Get to 100 Members ECM Weekly (25th Nov 2024) – SF, Kioxia Digico, Pony, Finetoday, Saint Bella, Zinka, Keppel DC Travelsky (696): Sleepy Giant Tech News This Week: Smartphone, Mediatek, Nvidia, Qualcomm, TSMC, Super Micro, SK Hynix, Samsung [Kuaishou (1024 HK, BUY, TP HK$72) TP Change]: C3Q24 Review: Value Stocks Face Picky Investors China Consumption Weekly (25 Nov 2024): Xiaomi, Haier, Autohome, Xpeng, Full Truck,...