In today’s briefing:
- Junior Copper Miners: Time for Lift-Off?
- [Blue Lotus Daily]:9926 HK/1801HK/ BGNE/9995HK/ZLAB/NIO/LI/1211HK/BEKE/1810HK/3888HK/981HK/MSFT/INTC
- [Blue Lotus Daily – TMT Update]:JD US/DADA US/3690 HK/700 HK/ZTO US/1519 HK/PDD US/BABA US/Douyin
- Weekly Sustainable Investing Surveyor – Week Ended May 10, 2024
Junior Copper Miners: Time for Lift-Off?
- Copper is trading above 5.05 USD/lbs and has rallied over 29% YTD. Jeff Currie was quoted as saying “Copper is the New Oil”
- Sprott launches physical Copper Trust, copying the uranium playbook. Removing physical copper from the market.
- Uranium in 2023 and Cacao in 1H24 show what commodity prices can do if investors panic. Is copper making a parabolic move next?
[Blue Lotus Daily]:9926 HK/1801HK/ BGNE/9995HK/ZLAB/NIO/LI/1211HK/BEKE/1810HK/3888HK/981HK/MSFT/INTC
- 9926 HK/1801 HK/ BGNE US/9995 HK: US Biosecure Act extended Chinese CXO collaboration until 2032 (+/+/+/+)
- BGNE US :BeiGene’s performance in the first quarter of 2024 exceeded expectations, especially benefiting from overseas BRUKINSA(/)
- ZLAB US:Zai Lab’s revenue and profit in the first quarter of 2024 exceeded expectations, mainly due to Efgartigimod.(/)
[Blue Lotus Daily – TMT Update]:JD US/DADA US/3690 HK/700 HK/ZTO US/1519 HK/PDD US/BABA US/Douyin
- JD US/DADA US/3690 HK:JD.com Upgrades “Hour Delivery” to “Instant Delivery”, reflecting strong growth potential in the on-demand retail sector.(+)
- 700 HK: <Honors of Fighters> will be released on May 24th.(+)
- ZTO US/1519 HK/PDD US/BABA US/Douyin: PDD launches new product price competitiveness rules (+/+/-/-/-)
Weekly Sustainable Investing Surveyor – Week Ended May 10, 2024
- The WTR Sustainable Index was up 1.6% W/W versus the S&P 500 Index (flat), the Russell 2000 Index (up 1.2%), and the Nasdaq Index (up 1.5%).
- Energy Technology (12.3% of the index) was down by 2.4%, while Industrial Climate and Ag Technology (59.3% of the index) was up by 4.4%, ClimateTech Mining was down 1.1%, and Advanced Transportation Solutions (22.3% of index) was down 3.3%
- Top 10 Performers: LIDR, PNPN, PSIX, GCEI, EGT, MULN, IBAT, SLI, BLBD, ZEV
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