Category

Thematic (Sector/Industry)

Daily Brief Thematic (Sector/Industry): Ohayo Japan | Central Bank Watch and more

By | Daily Briefs, Thematic (Sector/Industry)

In today’s briefing:

  • Ohayo Japan | Central Bank Watch


Ohayo Japan | Central Bank Watch

By Mark Chadwick

  • US stocks ended Friday’s session relatively flat, with the S&P 500 closing unchanged and the Nasdaq Composite gaining 0.1%
  • Markets are bracing for a pivotal week with central banks in focus. The Federal Reserve will announce its final policy decision of the year on Wednesday
  • The Bank of Japan and Bank of England follow with decisions on Thursday.

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Daily Brief Thematic (Sector/Industry): APAC Healthcare Weekly (Dec 15)-Daiichi Sankyo and more

By | Daily Briefs, Thematic (Sector/Industry)

In today’s briefing:

  • APAC Healthcare Weekly (Dec 15)-Daiichi Sankyo, Eisai, Celltrion, Metropolis Healthcare, CSPC Pharma


APAC Healthcare Weekly (Dec 15)-Daiichi Sankyo, Eisai, Celltrion, Metropolis Healthcare, CSPC Pharma

By Tina Banerjee

  • Daiichi Sankyo is investing $152M for building a new ADC manufacturing facility in Shanghai. Eisai has received approval for Urece in China as a treatment for gout patients with hyperuricemia.
  • Celltrion has announced its largest-ever dividend of KRW750 per share and 1:20 bonus shares. The record date for dividend payment and bonus share is December 31.
  • Metropolis Healthcare is acquiring Core Diagnostics, a prominent player in India’s specialized diagnostics sector for INR2.5B. CSPC Pharmaceutical has granted an exclusive license to Beigene for a clinical-stage drug candidate.

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Daily Brief Thematic (Sector/Industry): Japan Weekly | Nikkei Edges Up; Topcon and more

By | Daily Briefs, Thematic (Sector/Industry)

In today’s briefing:

  • Japan Weekly | Nikkei Edges Up; Topcon, Rakuten, Oji, Bandai
  • An unfiltered conversation with Jennifer Hewett
  • Singapore Market Roundup (13-Dec-2024): CGSI Covers Pacific Radiance & Marco Polo Marine
  • BACK TO THE FUTURE
  • Backlash From Key Chinese Industries as U.S. Expands Chip Export Restrictions
  • Saudi Arabia Presents Promising Market for Chinese Green Tech
  • AUCTUS ON FRIDAY – 13/12/2024


Japan Weekly | Nikkei Edges Up; Topcon, Rakuten, Oji, Bandai

By Mark Chadwick

  • The Japanese stock market posted a modest gain of 1% for the week, with the Nikkei closing at 39,470 on Friday
  • Looking ahead, the market remains sensitive to external catalysts such as U.S. monetary policy decisions (FOMC on 17/18th), the BOJ (18/19th), and developments in China’s economic policies.
  • Topcon’s stock skyrocketed 63% this week, fueled by speculation that the eyecare leader may go private.

An unfiltered conversation with Jennifer Hewett

By Money of Mine

  • Energy policy, particularly nuclear, is a hot topic in Australia with the dysfunctional energy market being a major concern.
  • The role of renewables and firming power (gas, hydro, batteries) is crucial in addressing energy issues.
  • State governments like New South Wales and Victoria are also making significant moves in the energy sector.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Singapore Market Roundup (13-Dec-2024): CGSI Covers Pacific Radiance & Marco Polo Marine

By Singapore Market Roundup

  • CGSI has initiated coverage on Pacific Radiance and Marco Polo Marine, identifying them as beneficiaries of O&M industry.
  • Brokers’ Digest provides latest updates on Bumitama Agri, Oiltek, ST Engineering, SGX, Suntec REIT, Kimly, SingPost, PropNex, Raffles Medical.
  • Panin Bank acquisition might not have significant impact on OCBC and DBS due to uncertainties, according to RHB. XMH Holdings’ 1HFY2025 earnings surge by 94.5% to $12.6 million. Accrelist exec chairman increases stake to 26.48%, while Tuan Sing CEO Liem raises ownership to 54.28%.

BACK TO THE FUTURE

By Grant’s Current Yield Podcast

  • Steve Bogdan shares insights on the defense industry and the need for tangible capital investment in the US
  • Discussion on the Chinese naval buildup and its impact on Washington’s strategic thinking
  • Exploration of investment opportunities in defense stocks and the macro implications of rising rates due to increased spending and automation trends

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Backlash From Key Chinese Industries as U.S. Expands Chip Export Restrictions

By Caixin Global

  • America has come under heavy criticism from China’s semiconductor, internet and automotive industries for expanding the chip export restriction to target another 136 Chinese companies.

  • The move prompted calls for caution when procuring U.S. chips and warnings that the restrictions could cause significant disruption to global supply chains.

  • The U.S. Department of Commerce said on Monday that it was adding 140 companies, including 136 Chinese firms, to its “entity list”, effectively banning them from accessing U.S. advanced chip and AI-related technology.


Saudi Arabia Presents Promising Market for Chinese Green Tech

By Caixin Global

  • Nestled in the Saudi Arabian desert, plants and vegetables grow inside a greenhouse constructed with rows of glass panels.
  • These cutting-edge panels transform sunshine into electricity, allowing the remote greenhouse to meet all its energy needs.
  • This is the vision presented by Chinese company Gaoming Technology Co.

AUCTUS ON FRIDAY – 13/12/2024

By Auctus Advisors

  • ADX Energy (ADX AU)C; Target price of A$0.30 per share: Reflections on Welchau – Three intervals in the Reifling formation (1324 m-1340 m, 1346 m-1351 m and 1358 m-1382 m MD) were perforated but only limited inflow was determined.
  • No fluid could reach the surface after the well was shut in.
  • Sampling of the well indicated only completion brine (not reservoir fluid) and fine solid particles of unknown origin.

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Daily Brief Thematic (Sector/Industry): Ohayo Japan | Inflation Jitters Drag Down Tech Stocks and more

By | Daily Briefs, Thematic (Sector/Industry)

In today’s briefing:

  • Ohayo Japan | Inflation Jitters Drag Down Tech Stocks
  • What Trump’s presidency means for banking
  • Singapore Market Roundup (12-Dec-2024): Morningstar Boosts SGX’s Value
  • [Blue Lotus Daily]:LI US/TSLA US/XPEV US/NIO US/1211 HK/300750 CH/BEKE US/1810 HK/LKNCY US
  • Furniture/Furnishings Weekly Black Friday; Furniture Demand Still Weak
  • Biopharma Week in Review – December 9, 2024


Ohayo Japan | Inflation Jitters Drag Down Tech Stocks

By Mark Chadwick

  • U.S. stocks declined, dragged down by a hotter-than-expected producer price index report that increased wholesale prices by 0.4%
  • Marubeni plans to accelerate asset sales, targeting at least ¥160 billion annually from FY2026, a 30% increase from the previous three-year average
  • Oji Holdings will undertake a share buyback program, purchasing up to 100 million shares (10.1% of total issued shares) for as much as ¥50 billion

What Trump’s presidency means for banking

By Behind the Money

  • Uncertainty around Trump administration’s policies, including deregulation and potential impacts on banking and the economy, may create challenges and opportunities for the banking sector in the next four years
  • The US banking sector is expected to remain strong and dominant, with potential growth for top banks like JP Morgan and Wells Fargo.
  • The future of banking may see a divide between larger, stronger banks and fewer smaller institutions, with potential changes in the private credit sector.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Singapore Market Roundup (12-Dec-2024): Morningstar Boosts SGX’s Value

By Singapore Market Roundup

  • Morningstar’s positive assessment of SGX boosts the company’s value, attracting optimism from major financial institutions like Citi, Morgan Stanley, and RHB.
  • Maybank’s decision to maintain a ‘buy’ rating on Sembcorp and raise its target price follows the company’s deal to import renewable energy from Malaysia, indicating confidence in its future prospects.
  • DBS sells off 54,600 CLINT units for $61,152, suggesting the bank may be reallocating its investment portfolio or adjusting its positions in certain assets.

[Blue Lotus Daily]:LI US/TSLA US/XPEV US/NIO US/1211 HK/300750 CH/BEKE US/1810 HK/LKNCY US

By Eric Wen

  • LI US/TSLA US/XPEV US/NIO US/1211 HK:In the 49th week of 2024, LI and Tesla hedged against the slowdown in industry sales by increasing subsidies (/////////)
  • 300750 CH: CATL announces a battery Factory plan in Spain, marking its third overseas plant (+)
  • BEKE US: Second week of December sees abnormal surge in existing home sales, while new home sales maintain steady growth (+)

Furniture/Furnishings Weekly Black Friday; Furniture Demand Still Weak

By Water Tower Research

  • The market was of two minds the past week, with big caps outperforming small caps and furniture and furnishings retailers outperforming manufacturers.
  • The WTR Commercial/Contract Furniture Index was down 2.6% and the Residential Manufacturers & Suppliers Index was down 0.2%, while the Home Goods Retailers Index was up 2.9% and the Mass Retailers Index was up 5.4%.
  • The S&P 500 and DJ30 were both up 0.7%, while the R2K fell 1.2%.

Biopharma Week in Review – December 9, 2024

By Water Tower Research

  • We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&A.
  • Last week, BIOA discontinued its lead obesity study, while JANX had impressive prostate cancer data, which also lifted VIR.
  • MRUS gained from earlier HNSCC abstract data but may give it back after its weekend presentation. 

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Daily Brief Thematic (Sector/Industry): Yoon’s Impeachment a Lock and more

By | Daily Briefs, Thematic (Sector/Industry)

In today’s briefing:

  • Yoon’s Impeachment a Lock, Regime Change Trade Set for May
  • Ohayo Japan | Nasdaq Tops 20,000
  • Indian Textile Sector: Is It the End of Global Inventory Destocking?
  • $1.5B for a 4th Quartile Mine?
  • What’s News in Amsterdam – 11 December


Yoon’s Impeachment a Lock, Regime Change Trade Set for May

By Sanghyun Park

  • Korea’s impeachment drama hit a tipping point, with the second motion against Yoon set for a vote on the 14th, and the market pricing in a 100% chance of approval.
  • The market’s all-in on a Democratic Party win in May, as public sentiment against the president makes the ruling party’s chances virtually non-existent.
  • Target stocks impacted by corporate law changes, then focus on sector-specific plays, particularly the energy policy shift and growing support for virtual assets.

Ohayo Japan | Nasdaq Tops 20,000

By Mark Chadwick

  • The Nasdaq Composite surpassed 20,000 points for the first time, gaining 1.77% to 20,034
  • Japan’s government plans to propose corporate tax hikes starting April 2026 to fund increased defense spending, aiming to double its defense budget to 2% of GDP by 2027
  • Coincheck Group, a subsidiary of Monex Group, has completed its listing on the Nasdaq Global Market under the ticker symbol “CNCK”

Indian Textile Sector: Is It the End of Global Inventory Destocking?

By Sudarshan Bhandari

  • The Indian textile industry is poised for robust growth due to  confluence of factors, including the “China+1” strategy, instability in competing markets like Bangladesh and Vietnam, and supportive government initiatives.
  • This has led to India gaining market share in key export destinations, particularly in apparel exports to the US and the UK.
  • Furthermore, Indian textile companies anticipate improved demand and margins, driven by factors like the end of the global inventory destocking cycle and the stabilization of cotton and yarn prices.

$1.5B for a 4th Quartile Mine?

By Money of Mine

  • China announces bolder stimulus for 2025, signaling more rate cuts and commodity prices surge
  • Lundin Mining sells assets to focus on Vicuna project, raising questions on copper and zinc market dynamics
  • Boliden acquires assets from Lundin, strengthening their position in the copper and zinc markets

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


What’s News in Amsterdam – 11 December

By The IDEA!

  • A federal judge has blocked the largest supermarket merger in U.S. history, Kroger’s USD 24.6bn acquisition of Albertsons.
  • U.S. District Judge Adrienne Nelson in Oregon issued a preliminary injunction, citing concerns the merger would reduce competition and harm consumers and workers.
  • This decision refers the case to the Federal Trade Commission (FTC) for further review, significantly diminishing the deal’s chances of completion.

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Daily Brief Thematic (Sector/Industry): Ohayo Japan | Google’s Quantum Lea and more

By | Daily Briefs, Thematic (Sector/Industry)

In today’s briefing:

  • Ohayo Japan | Google’s Quantum Lea
  • Delphi’s Gaming Year Ahead 2025
  • # 72 India Insight: VI Preferential Issue, JSW Production Growth, Metropolis Acquisition of Core
  • [Blue Lotus Daily-TMT Update]:UBER US/WRD US/BIDU US/9660HK/XPEV US/NTES/BABA/PDD/3690HK/TCOM /700HK
  • [Blue Lotus Daily]:981 HK/1347 HK/NXPI US/TXN US/ADI US/ON US/ACMR US/ZTO US/1810 HK/AAPL US
  • China Property Developers In Distress – Weekly News & Announcements Tracker | Nov 29-Dec 5, 2024


Ohayo Japan | Google’s Quantum Lea

By Mark Chadwick

  • The S&P 500 and Nasdaq Composite also fell around 0.3%. Alphabet shares surged over 5% following breakthroughs in quantum computing
  • Nippon Life Insurance announced plans to acquire Resolution Life Group Holdings for $8.2 billion
  • Oasis Management have increased their stake in Kao to over 5%. Previously they have engaged with the company: “A Better Kao”

Delphi’s Gaming Year Ahead 2025

By The Delphi Podcast

  • The gaming industry is evolving with a focus on AI integration and innovative game loops.
  • Mobile gaming is expected to lead the way in terms of success and adoption in the coming years.
  • Ecosystems like Ronin and exchanges are playing a significant role in shaping the gaming landscape, with a focus on UGC and innovative token distribution mechanics.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


# 72 India Insight: VI Preferential Issue, JSW Production Growth, Metropolis Acquisition of Core

By Sudarshan Bhandari

  • JSW Steel Reports 5% YoY Production Growth Amid Financial Pressure.
  • Vodafone Idea to Raise INR 1,980 Crore via Preferential Shares.
  • Metropolis Healthcare to Acquire Core Diagnostics for INR 247 Crore

[Blue Lotus Daily-TMT Update]:UBER US/WRD US/BIDU US/9660HK/XPEV US/NTES/BABA/PDD/3690HK/TCOM /700HK

By Ying Pan

  • UBER US/WRD US/BIDU US/9660 HK/XPEV US:Uber cooperates with WeRide in the United Arab Emirates. It previously cooperated with BYD for 100,000 EV’s. Is it using China to counter Tesla?.(/////////)
  • NTES US: NetEase’s New Game <Marvel Rival> Reaches Over 10 Million Players Within 72 Hours of Launch (+)
  • BABA US/PDD US: Taobao launches new treasure hunting mechanism for upcoming 12/12 sale to attract a younger cohort (+/-)

[Blue Lotus Daily]:981 HK/1347 HK/NXPI US/TXN US/ADI US/ON US/ACMR US/ZTO US/1810 HK/AAPL US

By Eric Wen

  • 981 HK/1347 HK/NXPI US/TXN US/ADI US/ON US: China industry associations send warning over sourcing US chips (+/+/-/-/-/-)
  • ACMR US: Limited impact from the addition of its subsidiaries to entity-list (/)
  • ZTO US: Parcel volume delivery grew 32% yoy in the prior week (+)

China Property Developers In Distress – Weekly News & Announcements Tracker | Nov 29-Dec 5, 2024

By Robert Ciemniak

  • This note is a weekly (select weeks on SK) curated selection of Chinese news articles and company announcements focused on developers in distress
  • We look for their deals, updates, specific project progress news (‘local signals’), as well as relevant local research commentaries about the market
  • We do not verify the underlying data or provide any opinion, we only select and summarize the information; See direct links to the sources

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Daily Brief Thematic (Sector/Industry): Ohayo Japan | Nasdaq Retreats and more

By | Daily Briefs, Thematic (Sector/Industry)

In today’s briefing:

  • Ohayo Japan | Nasdaq Retreats


Ohayo Japan | Nasdaq Retreats

By Mark Chadwick

  • US stocks retreated on Monday as Nvidia shares slid more than 2% following news of a Chinese antitrust probe
  • Meanwhile, Chinese stocks listed in the US surged as Beijing’s move toward monetary policy easing boosted optimism.
  • Japan’s economy expanded at an annualized rate of 1.2% in the third quarter, surpassing initial estimates and forecasts, driven by revised upward capital investment and export growth.

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Daily Brief Thematic (Sector/Industry): Ohayo Japan | Key Inflation Data the Focus and more

By | Daily Briefs, Thematic (Sector/Industry)

In today’s briefing:

  • Ohayo Japan | Key Inflation Data the Focus


Ohayo Japan | Key Inflation Data the Focus

By Mark Chadwick

  • US stocks mostly rose Friday as investors assessed November’s jobs report, which showed 227,000 jobs added and unemployment rising to 4.2%.
  • This week’s market focus shifts to key inflation data, with the Consumer Price Index (CPI) releasing Wednesday and Producer Price Index (PPI) Thursday
  • Earnings season continues with quarterly reports from notable companies: Broadcom (AVGO), Costco (COST), and GameStop (GME). 

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Daily Brief Thematic (Sector/Industry): APAC Healthcare Weekly (Dec 8)- Eoflow and more

By | Daily Briefs, Thematic (Sector/Industry)

In today’s briefing:

  • APAC Healthcare Weekly (Dec 8)- Eoflow, Celltrion, Takeda, Medipal, SanBio, Aurobindo Pharma
  • Southeast Asia Shines as Chinese Clean-Energy Firms’ Traditional Markets Dim
  • Structural Shift in China’s Energy Mix (Part 1, EVs)
  • Structural Shift in China’s Energy Mix (Part 2, LNG Trucks)


APAC Healthcare Weekly (Dec 8)- Eoflow, Celltrion, Takeda, Medipal, SanBio, Aurobindo Pharma

By Tina Banerjee

  • Eoflow Has been ordered by the U.S. Court to pay $452M as damages. Celltrion has submitted clinical trial application for CT-P44 (Darzalex biosimilar) to the FDA.
  • Takeda Pharmaceutical entered into an exclusive licensing agreement to develop and commercialize a late-stage oncology drug candidate. Medipal and JCR Pharmaceuticals initiated the Phase I/II trial of JR-446 in Japan.
  • SanBio has completed second production run for Akuugo suspension for intracranial implantation. Aurobindo Pharma’s U.S. arm Eugia has received final approval from the FDA to manufacture and market Pazopanib Tablets.

Southeast Asia Shines as Chinese Clean-Energy Firms’ Traditional Markets Dim

By Caixin Global

  • Chinese clean-energy companies should increasingly look to Southeast Asia for its abundant resources and growing electric-vehicle (EV) market, experts said, as their prospects in Europe dim amid tighter regulations.
  • Chinese companies’ overseas expansion was a key focus at the 2024 ESG and Sustainable Business Ecosystem Conference in Beijing on Friday, where entrepreneurs, investors, scholars and industry experts also explored how artificial intelligence (AI) could help China meet its dual-carbon goals, among other issues.
  • “Southeast Asia … has both demographic dividends and rich natural resources,” said Zheng Wendan of Singapore advisory firm Alliance For Good, at the environmental, social and governance (ESG) event, organized by Beijing-based tech firm For Good and the China Business Journal.

Structural Shift in China’s Energy Mix (Part 1, EVs)

By Amrutha Raj

  • China’s EV sales surpassed ICE car sales for five straight months. From January to November 2024, EV wholesales totalled 11.2 million.  
  • China’s EV sales reached a record 1.467 million units in November, marking 53% YoY growth and surpassing one million units for the fourth consecutive month. 
  • China’s EV sales are projected to hit 12 million units in 2024, 48.1% YoY increase from 8.1 million in 2023. In 2020, only 1.1 million units were sold in China. 

Structural Shift in China’s Energy Mix (Part 2, LNG Trucks)

By Amrutha Raj

  • From January to August 2024, LNG trucks captured 42% of China’s heavy-duty truck market, up from 9% in 2022. This is expected to displace 8% of diesel demand this year. 
  • China’s diesel demand dropped 11% YoY in H1 2024 and is expected to fall 2%-7% in H2, while LNG consumption is projected to rise 7.7% YoY in 2024.
  • In 2023, LNG truck sales surged 307% YoY to 152,000 units, with sales up another 104% in H1 2024, driving an 8.7% increase in natural gas consumption. 

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Daily Brief Thematic (Sector/Industry): Japan Weekly | Nikkei Surges 2.3% and more

By | Daily Briefs, Thematic (Sector/Industry)

In today’s briefing:

  • Japan Weekly | Nikkei Surges 2.3%
  • Chinese Chip Firms Play Down Impact of New U.S. Export Curbs
  • The Ides of March in December
  • AUCTUS ON FRIDAY – 06/12/2024
  • WTR Small-Cap Spotlight Recap – Biopharma Trends for 2025


Japan Weekly | Nikkei Surges 2.3%

By Mark Chadwick

  • Topix added 1.7%, driven by speculation that the Government Pension Investment Fund (GPIF) will increase its investment ratio in Japanese stocks
  • Retail stocks notable performers this week as the TSE’s retail sector hit a year-to-date high, surging 21% since January
  • Notable performers this week included Fujikura on street upgrades, Ito-en after announcing a new marketing campaign, and Ebara’s gaining recognition as a laggard

Chinese Chip Firms Play Down Impact of New U.S. Export Curbs

By Caixin Global

  • Several companies in China’s semiconductor supply chain said new U.S. export restrictions aimed at crippling the country’s ability to produce advanced chips would have limited impact on their operations.
  • The U.S. Department of Commerce on Monday added 140 companies, including 136 Chinese firms, to its Entity List, effectively banning them from accessing U.S. advanced chip and AI-related technology.
  • The new rules also restrict exports of high-bandwidth memory, a core component for AI development.

The Ides of March in December

By Ken S. Kim

  • Why the 6 hour martial law in Korea was called by President Yoon
  • The negative impact of the President’s decision is one of many reasons for Korea to underperform into 1h25
  • Corp Value Up plays are still attractive; for those looking to short, you might have to wait longer

AUCTUS ON FRIDAY – 06/12/2024

By Auctus Advisors

  • AUCTUS PUBLICATIONS ________________________________________ Chariot (CHAR LN)C; Target price of £0.08 per share: US$100 mm guarantees highlight the value of the South Africa energy trading business – British International Investment (BII) and GuarantCo have announced a US$100 mm guarantee finance facility for Etana Energy, the South African electricity trading platform which is owned and was co-founded by Chariot (49%) and H1 Holdings (51%).
  • Etana is one of the few companies holding an electricity trading licence in South Africa that can buy and sell electricity through the grid.
  • Etana is therefore a required counterparty to power producers.

WTR Small-Cap Spotlight Recap – Biopharma Trends for 2025

By Water Tower Research

  • Political and regulatory uncertainty to start 2025. The pending health leadership in government will likely be the overarching theme for at least the first half of 2025.
  • We have seen controversial Trump picks for the HHS, CMS, CDC, and NIH, bringing investor concerns over regulatory disruption and vaccine skepticism.
  • The FDA pick was closer to a more traditional choice and could maintain current regulatory standards.

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