Daily BriefsThematic (Sector/Industry)

Daily Brief Thematic (Sector/Industry): Japan Weekly | Kusuri No Aoki and more

In today’s briefing:

  • Japan Weekly | Kusuri No Aoki, Inpex, Mit Motors, Rinnai
  • China TMT Update(Oct.8)-TSLA/JD/ATAT/TCOM/3690.HK-JD.com Launches “Enjoy Now, Pay Later” Service


Japan Weekly | Kusuri No Aoki, Inpex, Mit Motors, Rinnai

By Mark Chadwick

  • Market: The broader Topix Index ended the week 59 points, or -2.6%,
  • Movers: Kusuri No Aoki Holdings shares rose sharply this week after the Japanese drugstore operator’s first-quarter profit climbed (+49% yoy)
  • Activist Watch: Dalton have also taken significant positions in Rinnai and Nitta

China TMT Update(Oct.8)-TSLA/JD/ATAT/TCOM/3690.HK-JD.com Launches “Enjoy Now, Pay Later” Service

By Shawn Yang

  • TSLA/JD:JD.com will launch Tesla car ordering service ( + )
  • JD:JD.com launches “Enjoy now, pay later” service, with high barriers and limited impact (/)
  • ATAT/TCOM: Highway traffic during national holiday will reach historicalhigh( +)

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