In today’s briefing:
- Japan Weekly | Fujikura, Monotaro, Japan Steel Works
- [Blue Lotus Daily]:1810 HK/1211 HK/LI/NIO/XPEV/TSLA US/BEKE US/300750 SZ
- AUCTUS ON FRIDAY – 12/04/2024
- [Blue Lotus Daily – TMT Update]:3888 HK/BIDU/BABA/700HK/002624 CH/BILI/1519HK/SE/JD/NTES /ATVI/MSFT
Japan Weekly | Fujikura, Monotaro, Japan Steel Works
- The Nikkei and Topix indexes advanced 1.36% and 2.11%, respectively, for the week.
- Fujikura (5803): +18% – The Nikkei’s reported $2.9bn Microsoft data center investment in Japan fuels optimism for fiber optic cable companies like Fujikura
- Japan Steel Works (5631): +14% – JSW’s shares continue their upward trend, fueled by optimism surrounding nuclear power and defense spending
[Blue Lotus Daily]:1810 HK/1211 HK/LI/NIO/XPEV/TSLA US/BEKE US/300750 SZ
- 1810 HK/1211 HK/LI/NIO/XPEV :In the 14th week of 2024 , new energy vehicle sales growth is stable, Xiaomi affects Tesla and AITO, LI overtook AITO, and BYD fell back（/）
- XPEV US: Nearly a thousand units of Xpeng G9 shipped to Germany, with total export value exceeding 500 million yuan (/)
- TSLA US: Speculation has it Toyota may cooperate with Huawei globally on autonomous driving（/）
AUCTUS ON FRIDAY – 12/04/2024
- ADX Energy (ADX AU)C; target price of A$1.00 per share: Restarting production at Anshof – The Permanent Production Facility (PPF), with a capacity of 3,000 bbl/d of liquids, has been commissioned and the Anshof-3 well has recommenced production at a rate of 134 bbl/d with no water.
- The operation has been undertaken in line with expectations and within budget.
- The oil production rate at Anshof-3 is 16% above the rate prior to shut-in.
[Blue Lotus Daily – TMT Update]:3888 HK/BIDU/BABA/700HK/002624 CH/BILI/1519HK/SE/JD/NTES /ATVI/MSFT
- 03888 HK/BIDU US/BABA US: Kingsoft WPS has released an upgraded AI version, with the new AI platform integrating “Ernie Bot” and “Qwen”. (+)
- 700 HK/002624 CH/BILI US: The NPPA Has Released the Latest Batch of Import Game Code Approvals. (+/+/-)
- 1519.HK/SE: J&T reports Southeast Asia parcel volume increased 55% yoy in 1Q24 (+)
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