In today’s briefing:
- Brain Science – An Opportunity or a Trap?
- Ohayo Japan | Nvidia Surges
- #16 India Insight: Hyundai IPO, Vedanta Growth, HFCL Exemption
- #20Business Buzz: GamesStop Shares Fell, Nvidia Insider Selling, Berkshire Reduces Stake in BYD
- [Blue Lotus Daily]:981HK/LKNCY US/BGNE US
- US Banks – Buy Now, Default Later?
- [Blue Lotus Daily – TMT Update]:PDD/BABA /JD/3690HK/VIPS/700HK/CPNG/TEMU/13948 KR/TCOM/ATAT/BILI
Brain Science – An Opportunity or a Trap?
- Brain disorders, including various neurological and mental diseases, are the hidden danger with the largest social burden among all diseases.
- With strong government support across the globe and accelerating private financing, we identify four key areas of investment opportunities in brain science, including neurotherapeutics, neurodiagnostics, neurosurgery, and brain-computer interface (BCI).
- Even though the concept of BCI looks promising, its scalability, application, and monetisation potential remain uncertain in the near term and hence the invesmtent risks would be high.
Ohayo Japan | Nvidia Surges
- U.S. stocks edged higher with the S&P 500 and Nasdaq Composite setting new records before the Juneteenth holiday break
- Toyota’s shareholders reelected all board members, including Chairman Akio Toyoda, despite advisory firms’ opposition due to recent test irregularities
- Nintendo announced that “The Super Mario Bros. Movie 2” will premiere in Japan on April 24, 2026, following its US debut on April 3, 2026
#16 India Insight: Hyundai IPO, Vedanta Growth, HFCL Exemption
- Hyundai Motor India files for India’s largest IPO, faces supply chain risks
- Vedanta’s growth initiatives aim to boost EBITDA to $10 billion
- HFCL, India’s only firm exempt from European optical fiber anti-dumping duties
#20Business Buzz: GamesStop Shares Fell, Nvidia Insider Selling, Berkshire Reduces Stake in BYD
- GameStop shares fell 12.1% after a disappointing annual shareholder meeting
- Nvidia insiders sell over $700 million in shares as stock soars 164%
- Blackstone bids $1.74 billion to acquire Japanese digital comic distributor Infocom
[Blue Lotus Daily]:981HK/LKNCY US/BGNE US
- 981HK: Huawei Wuhu Supercomputing Center opens services, which benefits SMIC. (/)
- LKNCY US: Cotti Coffee Changes Product Formulas and Supply Chain, Ramps up Promotion for Fruit Coffee (-)
- BGNE US: AstraZeneca Calquence Phase III results set up competition for BeiGene’s Zanubrutinib
US Banks – Buy Now, Default Later?
- Credit costs, net charge-offs, are rising rapidly for US credit card companies and also for many banks
- The ‘buy now, pay later’ industry is fairly new, Apple’s new announcement to exit this business suddenly, may be testimony to stresses
- The proportion of US credit card delinquencies/total US delinquencies is now higher than past credit cycles
[Blue Lotus Daily – TMT Update]:PDD/BABA /JD/3690HK/VIPS/700HK/CPNG/TEMU/13948 KR/TCOM/ATAT/BILI
- PDD US/BABA US/JD US/3690 HK/VIPS US: NBS publishes data social retail consumption data for May 2024 (+/+/+/+/-)
- 700 HK: <Need for Speed Mobile> to officially launch on July 11, with pre-registration surpassed 26 mn (+)
- CPNG/BABA/TEMU/139480.KR:Coupang told to stop favoring its own products in its algorithm (-/+/+)
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