In today’s briefing:
- Ohayo Japan | A Healthy Correction
- [Blue Lotus Daily – TMT Update]:PDD US/3690 HK/Douyin/1797 HK/2618 HK/NTES US/TCOM US/ATAT US
- [Blue Lotus Daily]:1810 HK/HTHT US/ATAT US/300750 SZ/9995 HK
- Indian Hospitals on Expansion Spree; Sectoral Tailwinds and Financial Stability Provide Impetus
- Episode 63: The Continued March of Custom Silicon, is it Sustainable?
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Ohayo Japan | A Healthy Correction
- The market is experiencing its first bout of volatility this year, with the S&P trading below 50-day moving average
- Toshiba is considering cutting its domestic workforce by 5,000, approximately 7% of its total in Japan, in its latest move to accelerate restructuring
- ASML’s Q1 orders fall short, reflecting chipmakers’ cautious stance on equipment purchases.
[Blue Lotus Daily – TMT Update]:PDD US/3690 HK/Douyin/1797 HK/2618 HK/NTES US/TCOM US/ATAT US
- PDD US: Temu merchants report a new round of forced price reductions (+)
- 3690 HK: Meituan Restructures Delivery Business to Boost Efficiency, Refine Operations Amid Slowing Order Growth(+)
- Douyin/1797 HK/2618 HK/3690 HK: JD Logistics Partners with EastBuy to Launch “Delivery in hours” Service, Directly Competing with Meituan(+/-)
[Blue Lotus Daily]:1810 HK/HTHT US/ATAT US/300750 SZ/9995 HK
- 1810 HK: Xiaomi SU7 confirmed order exceeded 60K, monetization means starting to emerge(/)
- HTHT US/ATAT US: Orange Crystal Hotel will launch a new version with a goal of reach 750 hotels by 2025, intensifying competition with Atour.(-)
- 300750 SZ: GAC announced that its in-house all-solid-state batteries will be put into mass production in 2026(/)
Indian Hospitals on Expansion Spree; Sectoral Tailwinds and Financial Stability Provide Impetus
- With long-term structural factors supporting growth, healthcare services market is expected to have a low double-digit CAGR over the next five years.
- Most of the leading hospitals are operating with high occupancies, which justifies their aggressive plans. Profitable revenue growth and low leverage support their expansion plans.
- With expanding scale, the players are well positioned to report faster revenue growth and better margins in coming years than their respective historical figures.
Episode 63: The Continued March of Custom Silicon, is it Sustainable?
- Google introduces Axion, their new CPU designed for cloud-based workloads
- Facebook unveils second version of RiSC-V based processor for AI workloads
- Marvell announces custom projects with another big hyperscaler, highlighting the trend towards custom silicon solutions for AI workloads
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