In today’s briefing:
- Are Semiconductors Finally Recovering?
- Ohayo Japan | US Consumer Prices Surprise Again; Toyota’s Lunar Cruiser Showcases Innovation
- China Property Developers In Distress – Weekly News & Announcements Tracker | 6-12 October 2023
- China TMT Update-Oct.13-KE/FUTU/BABA- Beike Acquires “iKongjian”/Futu Japan MAU/Lazada Waived Fees
Are Semiconductors Finally Recovering?
- There are signs of a recovery in the chip sector
- Memory spot prices are up, and revenues have risen for six consecutive months
- Growth is higher than average, indicating the start of another super-cycle
Ohayo Japan | US Consumer Prices Surprise Again; Toyota’s Lunar Cruiser Showcases Innovation
- Overseas: SPX -0.6% , Nasdaq -0.4%; Concerns again as bond yields rise on higher than expected consumer inflation
- Today: NKY Futs v cash -0.7%, JPY149.8/$; Surprisingly strong outlook at Uniqlo; Toyota to work with Idemitsu on Solid State Batteries
- JapanX: Toyota’s partnership with JAXA holds potential benefits for terrestrial challenges.
China Property Developers In Distress – Weekly News & Announcements Tracker | 6-12 October 2023
- A weekly 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 sources
China TMT Update-Oct.13-KE/FUTU/BABA- Beike Acquires “iKongjian”/Futu Japan MAU/Lazada Waived Fees
- KE Holdings Inc: Beike is going to acquire the home renovation company “iKongjian” on RMB1.55bn
- Futu Holdings: Futu Japan app’s MAU increase rapidly, then monetization pace is the key
- BABA： Alibaba’s Lazada waived seller fees to take back merchants from TikTok Shop（+）
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