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Weekly Top Ten Tech Hardware and Semiconductor – May 10, 2026
1. Samsung Q1 2026. The Sleeping Giant Awakens Samsung Electronics reported record Q1 2026 revenues of ₩134 trillion, record operating profit of ₩57.1 trillion, and an operating margin of 43%. Revenue up 43% quarter-on-quarter. Operating profit up 185% QoQ. Net profit of ₩47 trillion, 2.4x the prior quarter.
Weekly Top Ten Equity Capital Markets – May 10, 2026
1. Cerebras Systems IPO Preview + Impact on Samsung Electronics and SK Hynix Cerebras Systems is getting ready to complete its IPO in the U.S. in the coming days. The company is seeking to raise as much as $3.5 billion in this IPO. Cerebras is offering 28 million shares at $115 to $125 per share. Main underwriters of this deal have already received indications of interest above $10 billion in potential orders.
Weekly Top Ten Event-Driven and Index Rebalance – May 10, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Event-Driven and Index Rebalance on Smartkarma. 1. Regis Resources (RRL AU) & Vault Minerals (VAU AU) To Merge: Multiple Index Flows Regis Resources (RRL AU) and Vault Minerals Ltd (VAU AU) are combining in an all-stock merger of equals to create a new senior gold producer. Vault Minerals Ltd (VAU AU) shareholders will receive 0.6947 shares in Regis Resources (RRL AU) for each Vault share held.
Weekly Top Ten Equity Derivatives – May 10, 2026
1. Tencent (700 HK) Tactical Outlook: Is the Selloff Over? Model Signals Reversal Ahead of Earnings Tencent (700 HK) has been in a downtrend since the end of September 2025. The correction repriced the 2024 rally that tripled the stock’s value. A reversal may be underway. Our model signals a potential upcoming short-term trend reversal, the May 13 Q1 2026 earnings announcement could act as a potential near-term catalyst. Could become a major turning point. Consensus: bullish.
Weekly Top Ten Tech Hardware and Semiconductor – May 3, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. AI’s Biggest Winners Aren’t NVDA and TSMC — They’re the Suppliers Over the trailing 12 months and the last month, the suppliers feeding the AI buildout have run multiples of NVDA and TSMC themselves. I pulled fresh price performance across Zero One’s broad coverage universe — 190 AI and semiconductor names tracked daily across Taiwan, Korea, Japan, and the US.
Weekly Top Ten Equity Capital Markets – May 3, 2026
1. Aequitas: CATL H-Share Placement- Will Be Very Well Flagged US$5bn Deal but Last Deal Didn’t Do Well Contemporary Amperex Technology (CATL) (3750 HK) (CATL) is now looking to raise US$5bn via issuing new shares. Two weeks ago we wrote about how CATL could look to raise US$5bn via a primary issuance, since then nearly US$4.5bn worth of secondary deals have taken place. In this note, we run the deal through our ECM framework and talk about the deal dynamics. 2.
Weekly Top Ten Event-Driven and Index Rebalance – May 3, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Event-Driven and Index Rebalance on Smartkarma. 1. Atlas Arteria (ALX AU): IFM Makes Its Move On the 8th June 2022, IFM Global Infrastructure announced a 15% stake Atlas Arteria (ALX AU), a US/Europe toll-road play, and subsequently floated a NBIO, which ultimately came to nought. IFM continued to accumulate shares, and on the 17th November 2025, announced it had added 2.48%, and held 35.03%.
Weekly Top Ten Equity Derivatives – May 3, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Derivatives on Smartkarma. 1. CATL (300750 CH): Tactical Outlook After Discounted Share Placement Announcement CATL (3750 HK) stock dropped nearly 7% on Tuesday, April 28, after announcing a massive (62.4M) share placement at a discount. CATL (300750 CH) fell only 1.66%.
Weekly Top Ten Macro and Cross Asset Strategy – May 3, 2026
1. BoE: No Longer Ready, But Leaning The MPC’s brief unanimity broke with a hawkish dissent, but there wasn’t enough to back overextended expectations, especially as “stand ready” references were pulled. We currently expect Greene and Mann to dissent in June. Policy scenarios show a hike, but don’t reflect the likely path when the MPC treats 2% CPI as a floor.
Entities 35601-35700
Entity Insights Analytics News Discussion Filings Reports
Weekly Top Ten Tech Hardware and Semiconductor – Apr 26, 2026
1. SK Hynix Q126 Earnings Call Transcript SK Hynix reported Q1 2026 revenue of ₩52.58 trillion, operating profit of ₩37.61 trillion, and net profit of ₩40.35 trillion. Revenue cleared ₩50 trillion for the first time. Operating margin hit 72%, an all time record high Shares were already up 88% year-to-date heading into the print, closing at ₩1,224,000 on April 21. The stock has been on a tear all year. Now you know why! 2.
Weekly Top Ten Equity Capital Markets – Apr 26, 2026
1. Aequitas: CATL H-Share Placement – Has Seen Nearly US$5bn Worth of Wrong Deals Sinopec is looking to raise around US$780m via selling most of its stake in Contemporary Amperex Technology (CATL) (3750 HK)’s H-shares. Last week we wrote about how CATL could look to raise US$5bn via a primary issuance, since then nearly US$4.5bn worth of secondary deals have taken place, including this one. In this note, we run the deal through our ECM framework and talk about the deal dynamics. 2.
Weekly Top Ten Event-Driven and Index Rebalance – Apr 26, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Event-Driven and Index Rebalance on Smartkarma. 1. [Japan M&A] Japan Govt Quashes MBK Bid for Makino Milling (6135) – Foreign Buys of Sensitives Toast? When Makino Milling tried to block Nidec’s bid but Nidec ran into approvals risk, and MBK stepped in as an alternate bidder. The fact that Nidec seemed to run into China approval problems but MBK did not perhaps should have been something of a warning.
Weekly Top Ten Macro and Cross Asset Strategy – Apr 26, 2026
1. UK: Refuelling Inflation Excess Surging fuel prices helped push UK inflation back up to 3.3% in March, with the dip in April looking increasingly small, despite no passthrough to energy utility bills until July. The inflationary hump has shrunk with energy futures retracing rises, but our forecast remains relatively high, aided by airfares, and we still see upside risks to our profile.
Weekly Top Ten Equity Derivatives – Apr 26, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Derivatives on Smartkarma. 1. Launch of Samsung Electronics and SK Hynix 2x Single-Stock Leveraged ETFs as Early as 22 May Korea Exchange has approved the launch of Samsung Electronics and SK Hynix 2x single-stock leveraged ETFs as early as 22 May.
Weekly Top Ten Tech Hardware and Semiconductor – Apr 19, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. TSMC 1Q26: 66% Gross Margin Beat — What It Means for ASML, NVIDIA, MediaTek & 7 More Record 66.2% gross margin beat guidance by 120bps; management raised full-year revenue growth to “above 30%” and capex to high end of $52-56B on insatiable AI demand. Supply constraints persist through 2027 as TSMC builds three new N3 fabs globally.
Weekly Top Ten Equity Capital Markets – Apr 19, 2026
1. [Japan Offering] GMO Internet (4784) – A New Offering at a LOT Lower Price On 1-Jan-2025, the new GMO Internet (4784 JP) (formerly GMO Ad Partners) was reborn. It was basically a RTO (of parent GMO’s data centre business) with a new Prime Listing. Float was tiny. Maybe 2%. Then there was a TOPIX inclusion. The stock was squeezed from ¥1,200 to ¥3,100 (was ¥350 when the plan was announced in mid-2024). An offering was announced last year at ¥3,100. Nobody wanted it. The stock fell 80%, rebounded a bit.
Weekly Top Ten Event-Driven and Index Rebalance – Apr 19, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Event-Driven and Index Rebalance on Smartkarma. 1. CATL (3750 HK): Implications of Potential US$5bn Offering CATL (3750 HK) listed in May 2025 by selling 135.579m shares at HK$263/share. The overallotment option of 20.337m shares was also exercised fully. The stock is up 151% since then. Media reports indicate that CATL (3750 HK) could use the recent runup in the stock price to raise up to US$5bn in a share sale.
Weekly Top Ten Equity Derivatives – Apr 19, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Derivatives on Smartkarma. 1. Kingboard Holdings (148 HK) Tactical Outlook: Rally Exhaustion Ahead of 1888 HK Index Inclusion Kingboard Holdings (148 HK) has rallied 24% from its end-of-March trough, closing at HK$40.34 on Tuesday — already above the P75 profit target (HK$37.85) but momentum still intact.
Weekly Top Ten Tech Hardware and Semiconductor – Apr 12, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. Intel Scraps Apollo SCIP With Ireland’s Fab34. Proof Of Intel Resurgence? Not Necessarily. On April 1, Intel and Apollo issued a joint press release announcing the scrapping of the SCIP the companies had signed less than two years ago back in June 2024 Apollo got a 49% stake in Intel’s Fab 34 for $11 billion less than two years ago.
Weekly Top Ten Equity Capital Markets – Apr 12, 2026
1. [Japan Offering] Sumitomo Pharma (4506) Issuing ¥100bn of New Shares for Investments Sumitomo Pharma (4506 JP) is coming out of its earnings funk from 2023-2024. The stock has risen sharply off lows. Now the company has put out its hat. They want to sell 59.0mm shares (against 385mm or so now) which is about 15% of shares out, and a whopping 65+% of (active voting rights) Max Real World Float. There is index impact near-term and further out, and there are shorts to be covered.
Weekly Top Ten Event-Driven and Index Rebalance – Apr 12, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Event-Driven and Index Rebalance on Smartkarma. 1. Samsung Likely to Drop Second Value-Up Disclosure Before June with Pref-First Cancel to Boost ROE The local market wants Samsung to clarify FCF deployment and capital allocation, as the March 19 filing just rehashed the 50 percent payout and 2026 capex and R&D guidance.
Weekly Top Ten Macro and Cross Asset Strategy – Apr 12, 2026
The Oil markets have been in record backwardation – which basically means that Oil traders are pricing oil in 12 months time over $30 below prices one month ahead. Bond markets however are already pricing a Ukraine style inflation impulse – even if things were resolved tomorrow.
Weekly Top Ten Equity Derivatives – Apr 12, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Derivatives on Smartkarma. 1. NIFTY INDEX Tactical Outlook: Counter-Trend Rally Underway — Targets and Risk Scenarios The NIFTY Index this week performed a sharp reversal from the April 3rd trough (22182.6) to the close on Wed April 8th (23997.3). Barring new geopolitical shocks, according to our model the rally could continue for 2-3 weeks and reach well past 25k, possibly 26k.
Weekly Top Ten Tech Hardware and Semiconductor – Apr 5, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. Taiwan Dual-Listings Monitor: TSMC Premium Compresses; ASE and UMC Flip to Discount TSMC ADR premium compressed to +14.5%, nearly 6pts below its 2-year median of +20.4%, signalling a potential trade in the ADR relative to the local.
Weekly Top Ten Equity Capital Markets – Apr 5, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Capital Markets on Smartkarma. 1. [Japan M&A/ECM] ARCHION INCOMING! On April 1, the merger of Hino Motors Ltd (7205 JP) and Mitsubishi Fuso Truck & Bus Co (MFTBC) is effective where MFTBC gets injected into a Surviving Entity ARCHION. Currently, “minorities” own 49.7% of Hino Motors but that includes cross-holders. Active holders and passive holders will own 5.7% and 3.9%, respectively.
Weekly Top Ten Equity Derivatives – Apr 5, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Derivatives on Smartkarma. 1. Dongjin Semichem (005290 KS): Tactical Outlook Ahead of TIGER FnGuide Semis Top10 Index Exclusion On April 10 TIGER will rebalance the index: Sanghyun Park reported they will stick to the rulebook, so the exclusion of Dongjin Semichem (005290 KS) seems effectively locked.
Weekly Top Ten Event-Driven and Index Rebalance – Apr 5, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Event-Driven and Index Rebalance on Smartkarma. 1. [Japan Partial Tender] Toyota’s US$23bn Tender Buyback from TICO Is Potentially a Big Put Option As promised, as part of the Toyota Industries (6201 JP) takeover, Toyota Motor (7203 JP) was going to launch a Tender Offer Buyback for TICO’s stake. Today, it was announced.
Entities 35501-35600
Entity Insights Analytics News Discussion Filings Reports
Weekly Top Ten Tech Hardware and Semiconductor – Mar 29, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. Elon’s TeraFab. Genius Move Or Epic Nonsense?
Weekly Top Ten Equity Capital Markets – Mar 29, 2026
1. SK Hynix To Announce ADR Listing at AGM? (Positives of ADR Listing Vs Negatives of Share Dilution) According to numerous local media sources, SK Hynix is pursuing the issue of ADRs. Listing of ADR could get announced at its AGM on 25 March. The issuance is expected to represent approximately 2.4% of the total outstanding shares which is now worth 16 trillion won (US$10.7 billion).
Weekly Top Ten Event-Driven and Index Rebalance – Mar 29, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Event-Driven and Index Rebalance on Smartkarma. 1. Toyota Industries (6201 JP): Huge Staggered Passive Flows Following the tender offer completion, Toyota Motor (7203 JP) and TAPCO own 88.26% of the outstanding shares in Toyota Industries (6201 JP). Squeeze-out and delisting are coming. Toyota Industries will most likely be deleted from the global indices in one-step.
Weekly Top Ten Macro and Cross Asset Strategy – Mar 29, 2026
1. UK Airfares Fly Further, Later Airfares are energy-intensive, so they will trend higher with oil prices, especially now that domestic flights are almost irrelevant and long-haul’s weight is up 15pp since 2020. Prices are being sampled earlier, postponing much of the impact until the summer holidays and beyond, with larger rises and smaller seasonal falls than otherwise.
Weekly Top Ten Equity Derivatives – Mar 29, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Derivatives on Smartkarma. 1. SK Hynix(000660 KS) Tactical Outlook Ahead of ADR Listing Announcement on Mar 25 As reported by Douglas Kim, SK Hynix (000660 KS) is pursuing the issue of ADRs. Listing could get announced at its AGM on 25 March. Sanghyun Park discussed it further.
Weekly Top Ten Tech Hardware and Semiconductor – Mar 22, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. Micron. Don’t Sweat The Dip, Focus On The Five Year SCA! Micron delivered an exceptional fiscal Q2, with stellar records in revenue, gross margin, EPS and free cash flow. Quarterly revenue nearly tripled versus one year ago.
Weekly Top Ten Equity Capital Markets – Mar 22, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Capital Markets on Smartkarma. 1. Aequitas: Zijin IPO Lockup- Some Cornerstones Could Be Sellers in the US$4bn Lockup Release Zijin Gold (2259 HK) raised US$3.2bn from its Hong Kong IPO in September 2025 via a primary offering of HKD71.59/share in its IPO. The lockup on its cornerstone investors is set to expire soon. In this note, we will talk about the lockup dynamics and possible placement. 2.
Weekly Top Ten Event-Driven and Index Rebalance – Mar 22, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Event-Driven and Index Rebalance on Smartkarma. 1. Voyah Auto (7489 HK): Index & Flow Implications Following Dongfeng Motor (489 HK)‘s distribution, VOYAH Automobile Technology Company (7489 HK) shares start trading on the HKEX (388 HK) on 19 March. Some global trackers will sell VOYAH Automobile shares at the close on listing day. The stock will be sell-only in Stock Connect for the foreseeable future.
Weekly Top Ten Equity Derivatives – Mar 22, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Derivatives on Smartkarma. 1. Tencent (700 HK) Tactical Outlook After Positive Earnings Results On March 18 Tencent (700 HK) reported Q4 2025 revenue of RMB 194.4B (+13 YoY), and non-IFRS net profit of RMB 64.7B (+17 YoY), operating margin up,strong free cash flow. The stock has rebounded from its low at 498.80 2 weeks ago, after a severe downtrend, this is its third week up, reached 550.5 on Wednesday.
Weekly Top Ten Macro and Cross Asset Strategy – Mar 22, 2026
1. UK: Inflation Intensities Re-Weighted The near-term inflation outlook is swinging with the fundamental news about supply disruption in the Middle East, but there is a statistical element to how that hits the CPI. Updated weights for 2026 have derated gas to record lows, conveniently trimming that passthrough, but the CPI’s indirect energy intensity has held steady at 1.65%.
Weekly Top Ten Tech Hardware and Semiconductor – Mar 15, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. SaaSpocalypse Now. Are We Done Already? From its all time high of ~$118 back in September 2025, IGV, the iShares Expanded Tech-Software Sector ETF, is currently down ~26% Despite the Saaspocalypse, SaaS earnings and outlook have rarely looked better.
Weekly Top Ten Equity Capital Markets – Mar 15, 2026
1. PayPay Corporation (PAYP): Japanese Fintech Draws Strong Orders Amidst Global Uncertainties The platform dominates Japan’s mobile payments market with ~70% smartphone user adoption and 40 million monthly transacting users. Revenue reached ¥278B in the first nine months of FY2025 with ~30% EBITDA margins and steadily declining transaction costs. Premium valuation and volatile markets create execution risk despite strong fundamentals and $220M cornerstone demand from global investors. 2.
Weekly Top Ten Event-Driven and Index Rebalance – Mar 15, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Event-Driven and Index Rebalance on Smartkarma. 1. [Japan M&A] Denso (6902) Reportedly Made a ¥1.3trln Takeover Proposal to Rohm (6963). Light & Iffy. The Nikkei reported mid-day that Denso Corp (6902 JP) made a ¥1.3trln takeover proposal to ROHM Co Ltd (6963 JP) in February. That’s big news. Last year Denso bought ~5%. The goal would be to be dominant in power chips and to serve Toyota Group.
Weekly Top Ten Macro and Cross Asset Strategy – Mar 15, 2026
1. UK: No Need To Cap Energy Yet Energy price volatility is translating into the UK inflation forecast, albeit dampened by direct fuel costs only being 40% of household energy utility costs. We are updating our forecasts regularly to accurately capture the impact of higher prices and the rolldown of their priced future unwind into an inflationary hump. An average 10% price rise of gas adds 5bps to CPI, and in electricity adds 6bps.
Weekly Top Ten Equity Derivatives – Mar 15, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Derivatives on Smartkarma. 1. HSI INDEX: Tactical View as Iran War Enters Week 3 Since the of the Iran War the Hang Seng Index (HSI INDEX) has been correcting mildly, for now. Our model signals the index is NOT oversold yet, which means it could go certainly lower, possibly 3 more weeks, extreme support is at 23367.
Weekly Top Ten Tech Hardware and Semiconductor – Mar 8, 2026
1. Claude Is Gunning For COBOL. IBM Strikes Back Announcements from Anthropic during the month of February 2026 roiled multiple segments of an already battered Software industry One of those announcements targeted COBOL, highlighting an opportunity to have Claude “modernize” the “legacy” platform that runs 95% of ATM transactions in the US IBM disagrees.
Weekly Top Ten Equity Capital Markets - Mar 8, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Capital Markets on Smartkarma. 1. Curator’s Cut: Seoul Searching Redux, APAC Placements Apace & More Private Markets Coverage Welcome to Curator’s Cut – a fortnightly roundup of standout themes from the 1,300+ insights published on Smartkarma.
Weekly Top Ten Event-Driven and Index Rebalance – Mar 8, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Event-Driven and Index Rebalance on Smartkarma. 1. [Japan Event] DeNA (2432 JP) – BIG Buyback After Asset Sale, Commits to Better Capital Allocation On Friday, Nintendo (7974 JP) announced 3 banks and DeNA (2432 JP) would sell Nintendo shares in a secondary offering. DeNA simultaneously announced an update to “Action to Implement Management that is Conscious of Cost of Capital and Stock Price” (10Nov25).
Weekly Top Ten Equity Derivatives - Mar 8, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Derivatives on Smartkarma. 1. HSI INDEX Tactical Outlook Ahead of March 6th Index Rebalance As written yesterday by Brian Freitas the constituent changes for the Hang Seng Index (HSI) will be effective after the close of trading on 6 March, using 3 March data.
Weekly Top Ten Macro and Cross Asset Strategy – Mar 8, 2026
1. UK: The Chancellor’s Empty Hat The UK Chancellor resisted pulling any rabbits out of her hat, which offers welcome economic stability, but leaves her looking like she’s got no ideas left to change things. Fiscal projections improved slightly, and earlier announcements only partly spent them, but the Iran war could easily blow up that space, especially if the conflict is sustained. Forecasts and Keir Starmer’s position are like Wile E. Coyote floating over the abyss.
Smartkarma and FnGuide Announce Strategic Partnership to Bring Korean Index Innovation to Singapore
Seoul, Korea and Singapore, 5 March 2026 – Smartkarma, the leading investment intelligence platform is pleased to announce a strategic partnership with FnGuide, Korea’s premier financial data and index provider to distribute FnGuide’s index data to asset managers in Singapore. This collaboration marks a significant milestone in expanding access to Korean index capabilities for asset managers in Singapore interested to establish Exchange Traded Funds (“ETF”) or index-linked products around them.
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