In today’s briefing:
- Japan Morning Connection: AI Edge Computing Is Failing to Drive PC Demand
- Ohayo Japan | US Stocks Climb to New Highs Despite Trade and Inflation Concerns
- [Blue Lotus Daily-TMT Update]:3690 HK/BABA US/PDD US/JD US/TCOM US/NTES US/700 HK/1024 HK
- [Blue Lotus Daily]:TSLA US/LKNCY US/NIO US/ZTO US
- Quick Commerce 2024: Reshaping India’s Grocery Landscape
- Biopharma Week in Review – November 25, 2024
- Furniture/Furnishings Weekly – November 25, 2024
Japan Morning Connection: AI Edge Computing Is Failing to Drive PC Demand
- Lacklustre numbers for both Dell and HP show tapering demand for PC’s.
- Keisei Electric Rail snubbing Murakami with another 1% Oriental Land sale?
- Nikon analysts meeting does little to clarify the intentions of EssilorLuxottic’s 8.45% stake.
Ohayo Japan | US Stocks Climb to New Highs Despite Trade and Inflation Concerns
- U.S. stocks surged on Tuesday, undeterred by President-elect Donald Trump’s tariff warnings aimed at China, Canada, and Mexico. The S&P 500 increased by 0.6% – a record close
- Japanese firms on the TSE are set to distribute around $53 billion in dividends to shareholders by December, which could potentially elevate stock prices as these funds are reinvested.
- Japanese PM Shigeru Ishiba urges companies to propose significant wage hikes during labor talks to address rising costs and increasing welfare expenditure pressures.
[Blue Lotus Daily-TMT Update]:3690 HK/BABA US/PDD US/JD US/TCOM US/NTES US/700 HK/1024 HK
- 3690 HK: China Cyberspace Administration Launches Initiative to Address Algorithm Issues(/)
- BABA US/PDD US/JD US: Alibaba integrates its domestic and international e-commerce business under Jiang Fan (+/-/-)
- TCOM US: China Implements Visa-Free Entry for Citizens from Japan and 8 Other Countries, Extends Stay Duration to 30 Days (+)
[Blue Lotus Daily]:TSLA US/LKNCY US/NIO US/ZTO US
- TSLA US: Model Y Price Reduced by RMB 10,000 In December (-)
- LKNCY US : Starbucks Considers Selling Its China Business. (+)
- ZTO US: Parcel volume delivery grew 33.6% yoy in the prior week (+)
Quick Commerce 2024: Reshaping India’s Grocery Landscape
- India’s quick commerce sector is rapidly growing, with a 2024 market value of $3.34 billion
- The report deep dives into How quick commerce is shaping grocery landscape in India
- This will also take you through how its impacting FMCG companies.
Biopharma Week in Review – November 25, 2024
- We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&A.
- Last week, the CDC and CMS picks aligned with President- elect Donald Trump’s agenda, while the FDA choice felt like a compromise.
- NTLA had competitive biomarker data in ATTR-CM but was still behind ALNY and BBIO (approved late Friday).
Furniture/Furnishings Weekly – November 25, 2024
- As earnings season drew to a close, it was the Home Goods Retailers, led by WSM, that grabbed investors’ attention.
- The Water Tower Research Commercial/Contract Furniture Index was up 2.2%, the Residential Manufacturers & Suppliers Index was up 0.7%, the Home Goods Retailers Index was up 16.5%, and the Mass Retailers Index was down 0.1% for the week.
- The S&P 500 and DJ30 were both up 1.3%, while the R2K was up 4.3%.
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