In today’s briefing:
- Good Morning Japan |Down as Fed Hawks Soar; China Drives Resources; Tesla IR Day; NUGGET: Panasonic
- China TME Update (Mar.2) – ZLAB; 9995HK;1877HK
Good Morning Japan |Down as Fed Hawks Soar; China Drives Resources; Tesla IR Day; NUGGET: Panasonic
- OVERSEAS. US Equities down again as Bostic, Kaskari call for higher rates; US10 Yr touches 4%; China Drives Energy and Materials Bid; Awaiting TESLA IR Day (as we write)
- JAPAN. NKY Futs flat vs Cash; USDJPY 136.2 flat; Japan caught btw US rate hike Narrative vs China Recovery; JP firms to hire more; ARM listing: UK loses to US
- NUGGET. As Tesla’s Investor day in Focus; Time to Refocus on their premier US battery supplier Panasonic, and the MASSIVE impact that IRA will have on earnings
China TME Update (Mar.2) – ZLAB; 9995HK;1877HK
- ZLAB: Merck’s Keytruda received repeated setbacks on treating prostate cancer, but the result cannot benefit ZLAB(/)
- 9995HK: RemeGen preannounced 2022 results, which is slightly better than our estimate
- 1877HK: JUNSHI preannounced 2022 result, which was worse than we expected
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