In today’s briefing:
- Nuclear Zeitgeist Part 1: A Reactor Primer
- Japan Morning Connection: HK Futures off the Lows Should Point to Upside for China Related Names
- Ohayo Japan | Stocks Rally as Oil Declines
- [Blue Lotus Daily-TMT Update]:TCOMUS/PDDUS/BABA/JD/002352CH/700HK/NTES/BILI/002624CH/3888HK/3690HK
- [Blue Lotus Daily]:300750 CH/1211 HK/1519 HK/ZTO US/1810 HK/600690 CH/000333 CH/000651 CH
- SA Listed Property Review – September 2024
Nuclear Zeitgeist Part 1: A Reactor Primer
- Last month, the DOE published a paper about the commercial liftoff of Advanced Nuclear.
- Larry Ellison mentioned that SMRs (Small modular reactors) will power data centers in the future, and Microsoft will unshutter 3 Mile Island for one last puff of a half-smoked cigarette. Just a few years ago, it was closed for economic reasons.
- This is going to be the first in a series about Nuclear Power. Today, I’ll talk about Nuclear Reactors and the basics.
Japan Morning Connection: HK Futures off the Lows Should Point to Upside for China Related Names
- NVDA lifts markets on comments from Hon Hai Chairman that demand for Blackwell was ‘crazy’.
- Oil related names in JP will follow US lower on the drop in oil, despite Hurricane Milton having the potential to disrupt production.
- HK futures finding off the lows overnight should point to upside for related China names in Japan to start; Gamers to be sold heavily after PIF sale.
Ohayo Japan | Stocks Rally as Oil Declines
- U.S. stocks rebounded Tuesday as oil prices retreated, easing Middle East tensions concerns
- Tech stocks led gains, with Nvidia and Broadcom up 4% and 3% respectively
- The Tokyo Stock Exchange’s CEO emphasizes the growing importance of shareholder dialogue in Japan’s corporate governance reform.
[Blue Lotus Daily-TMT Update]:TCOMUS/PDDUS/BABA/JD/002352CH/700HK/NTES/BILI/002624CH/3888HK/3690HK
- TCOM US: Overseas Travel for National Holiday Grow Faster than Domestic Travel, Potentially Signaling the End of Consumption Downgrading (+)
- PDD US: PDD announces another support plan for “quality merchants” (/)
- BABA US/JD US/002352 CH: E-commerce players intensify logistics competition in Hong Kong (////-)
[Blue Lotus Daily]:300750 CH/1211 HK/1519 HK/ZTO US/1810 HK/600690 CH/000333 CH/000651 CH
- 300750 CH/1211 HK:A fire broke out at CATL’s Fujian factory, negatively affecting its safety image (-)
- 1211 HK:BYD recalls close to 100,000 vehicles, mainly produced in 2022-23 (/)
- 1519 HK/ZTO US: Parcel volume collection +40% yoy in prior week (+)
SA Listed Property Review – September 2024
- The South African All Property Index (J803) continued its strong 2024 run in September, rising by 5.16% for the month, taking the index’s 2024 Total Return to 29.73%.
- The third quarter saw a 19.14% total return, and all three months delivered positive returns. On a rolling one-year basis, the J803’s Total Return has been very robust at 46.98%.
- The sector shrugged off concerns that it may start to run out of steam, and as several companies posted better than expected annual results and pre-close updates during the month.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
