In today’s briefing:
- [Blue Lotus Daily – TMT Update]: PDD/BABA/JD/ZTO/2618.HK/1519.HK/MELI/AMZN/CPNG/700.HK
- Japan Weekly | Stocks up 5% in November
- [Blue Lotus Daily]: XPEV/NIO/BYD/TSLA LI/Geely/ACMR/ MU/NVDA/981.HK/1810.HK/000660.KS
[Blue Lotus Daily – TMT Update]: PDD/BABA/JD/ZTO/2618.HK/1519.HK/MELI/AMZN/CPNG/700.HK
- PDD/BABA/JD/ZTO/2618.HK/1519.HK: Express Delivery Parcel Volume grows +48% YoY last week (+)
- BABA/ MELI/ AMZN/ CPNG: AliExpress to introduce live streaming service abroad(+/-/-/-)
- 700.HK: Tencent’s “Fight of the Golden Spatula” reach high highs with latest season content update (+)
Japan Weekly | Stocks up 5% in November
- Market Watch: Japanese stocks remain in a tight range. Topix ended the week -0.4% lower, capped by a stronger yen. However, Topix finished November +5%
- Major Movers: Taisho Pharma +57% on MBO plans; Shiseido -9% as sell-side cuts numbers
- Activist Watch: No new positions. Strategic Capital builds position in Toa Road; 3D drinks up more Sapporo shares
[Blue Lotus Daily]: XPEV/NIO/BYD/TSLA LI/Geely/ACMR/ MU/NVDA/981.HK/1810.HK/000660.KS
- XPEV/NIO/BYD/TSLA: Luxeed S7 officially launched, price lowered by RMB 8,200 (-)
- NIO: Geely and NIO enter into strategic cooperation agreement for battery swapping (+)
- ACMR/ MU/ NVDA/ 981.HK/ 1810.HK/ 000660.KS: CXMT launches first domestic LPDDR5 RAM (+/+/+/-/-/-)
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