In today’s briefing:
- Japan Weekly | Golden Week; Fujitsu General, Daiichi Sankyo, M3
- China Property Developers In Distress – Weekly News & Announcements Tracker | Apr 26-May 3, 2024
- GEMWeekly (3 May 2024): China, South Korea Macro; Baidu, Tencent, SK Hynix
Japan Weekly | Golden Week; Fujitsu General, Daiichi Sankyo, M3
- Last week saw a positive trend in the Nikkei average despite a shorter trading week.
- Next week’s outlook remains solid with Japan expecting a wave of earnings announcements from major companies.
- Winners in the market included PeptiDream, Misumi, Fujitsu General, and Daiichi Sankyo, while M3, JTECK, Nihon M&A Center, and Ibiden faced declines
China Property Developers In Distress – Weekly News & Announcements Tracker | Apr 26-May 3, 2024
- This note is a weekly curated selection of Chinese news articles and company announcements focused on developers in distress
- We look for their deals, updates, specific project progress news (‘local signals’), as well as relevant local research commentaries about the market
- We do not verify the underlying data or provide any opinion, we only select and summarize the information; See direct links to sources
GEMWeekly (3 May 2024): China, South Korea Macro; Baidu, Tencent, SK Hynix
- The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.
- Macro data points: China PMI data, South Korean exports, and consumer inflation.
- Companies mentioned:Baidu (9888 HK), Tencent (700 HK), SK Hynix (000660 KS)
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