In today’s briefing:
- Ohayo Japan | Bitcoin Briefly Touched $99,000
- Japan Morning Connection: Risk-On for the AI Ecosystem
- How Will Trump’s Renewed Stance on Renewables Impact Indian Energy Companies?
- [Blue Lotus Daily]:1211 HK/TSLA US/1810 HK/NIO US/LI US/XPEV US/ZK US/9863 HK/LKNCY US
- [Blue Lotus Daily-TMT Update]:Gaming Sector Update/NTES US/3690 HK/Douyin/BABA US/PDD US/JD US/700HK
- WTR Small-Cap Spotlight Recap Tech Trends for 2025
Ohayo Japan | Bitcoin Briefly Touched $99,000
- U.S. markets advanced Thursday, with the Dow Jones Industrial Average leading gains, rising 1.1%
- Honda Motor will begin test production of all solid-state EV batteries in January at a new facility in Tochigi prefecture,
- Nissan Motor plans to restructure its Thai operations by fall 2025, affecting around 1,000 employees at its two Bangkok-area plants.
Japan Morning Connection: Risk-On for the AI Ecosystem
- Sentiment for AI related rising with NVDA de-risked and outlook strong, despite the marginal beat.
- Kioxia IPO pricing at $4.84bn supportive for memory ecosystem names.
- Deere numbers and outlook for farming lifting AG machinery names – watch Kubota.
How Will Trump’s Renewed Stance on Renewables Impact Indian Energy Companies?
- Trump’s new policy on renewables could have significant implications for Indian renewable players, particularly those who heavily rely on exports to the US market.
- The potential rollback of the Inflation Reduction Act and the imposition of trade barriers and tariffs could lead to a decrease in demand for Indian solar modules in the US
- Waaree Energies, Adani Enterprises, and Vikram Solar, which have a high concentration of exports in their overall revenue, are likely to be the most affected
[Blue Lotus Daily]:1211 HK/TSLA US/1810 HK/NIO US/LI US/XPEV US/ZK US/9863 HK/LKNCY US
- 1211 HK/TSLA US/1810 HK/NIO US/LI US/XPEV US/ZK US/9863 HK:In the 46th week of 2024, market demand is booming and new brands gain market share.(///////////////)
- XPEV US: Xpeng’s vehicle revenue and gross profit margin exceeded expectations in the third quarter, but service revenue was lower than expected, resulting in lower-than-expected profits.(/)
- LKNCY US: Luckin Signs Memorandum for Brazilian Coffee Bean Purchases.(+)
[Blue Lotus Daily-TMT Update]:Gaming Sector Update/NTES US/3690 HK/Douyin/BABA US/PDD US/JD US/700HK
- Gaming Sector Update/NTES US: NPPA Releases November Domestic and Imported Game Approvals(+)
- 3690 HK/Douyin:Douyin Local Life’s Double 11 Sales Increase by 53% YoY, Indicating Rising Consumer Spending in China, Bodes Well for Meituan.(+)
- BABA US/PDD US/JD US: Taobao/Tmall launches “Go Bargain” feature (+/+/+)
WTR Small-Cap Spotlight Recap Tech Trends for 2025
- AI Continues to Grab Investor Interest as Expectations Have It Affecting Nearly Everything AI is in every company now.
- It has been having a major impact on the tech sector for some time, it accelerated in 2024, and is likely to continue driving tech in 2025.
- Every company is now building neutral networks, and this is driving growth in data centers, hardware, and specifically GFP/AI chips.
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