In today’s briefing:
- Ohayo Japan | 8 Weeks of Wins; Dear Santa
- Key 2023 Trends & Themes in Asian Express, Containers, Tourism | Plus A Peak Into 2024
Ohayo Japan | 8 Weeks of Wins; Dear Santa
- Overseas: SPX +0.2%; PCE 3.2% v 3.3% exp; Nike -12% on job cuts, tough macro
- Today: NKY Futs +0.3% v cash. JPY142; Japan approves fiscal budget; Nexon ADR steadies after China game rout
- Japan: Dalton’s Xmas greetings to management & three shareholder proposals: effective capital allocation, strong alignment of interest, and a board with high independence and diversity
Key 2023 Trends & Themes in Asian Express, Containers, Tourism | Plus A Peak Into 2024
- For segments we cover — express, containers, tourism — 2023 was challenging
- In this note we highlight each segment’s key trends and themes from 2023
- We conclude with a look at 2023 share performance and a peak into 2024
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