In today’s briefing:
- [Blue Lotus Daily – TMT Update]:SE/GRAB/GOTO IJ/1519 HK/JD/2618 HK/AMZN/PDD/Shein/BABA/700 HK/772 HK
- Japan Weekly | Advantest, Ibiden, Recruit, Infroneer, Glosel
- [Blue Lotus Daily]：LKNCY/1211 HK/300750 CH/TSLA/9995 HK
[Blue Lotus Daily – TMT Update]:SE/GRAB/GOTO IJ/1519 HK/JD/2618 HK/AMZN/PDD/Shein/BABA/700 HK/772 HK
- AMZN/PDD/Shein: Amazon launches new supply chain solution for China merchants (+/-/-)
- JD/2618 HK: Richard Liu Qiangdong responds to article written by internal employee (+/+)
- 772 HK/700 HK: Yuewen will acquire Tencent Comics business line and related IP for 600 million RMB. (+/+)
Japan Weekly | Advantest, Ibiden, Recruit, Infroneer, Glosel
- Market Watch: Japanese equities made minor gains as US Fed indicated potential rate cuts in 2024. BOJ next week, but no changes anticipated
- Major Movers: Outsourcing leaps on MBO; Advantest +15% as Semicon Japan gets underway; Ibiden beneficiary of improved tech sentiment
- Activist Watch: New positions for Murakami in Glosel; Nippon Active Value watching Fuji Media more closely; fresh interest in Goodspeed, the car dealer
[Blue Lotus Daily]：LKNCY/1211 HK/300750 CH/TSLA/9995 HK
- 9995 HK：Chinese BsAb ADC developer wins US$8.4 billion license out deal from Bristol-Myers Squibb(-)
- LKNCY: Luckin Coffee raised subsidy to franchisees in winter season(-)
- 1211.HK/300750.CH: LGES signs multi-hundred-million dollar contract with Poland electric bus manufacturer(-)
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