Daily Brief Thematic (Sector/Industry): Ohayo Japan | Bull Mkt - Nasdaq 100 Stunning +39%YTD ! NUGGET: Toyota(7203) BEV Strategy - A Defense and more

In today’s briefing:

Ohayo Japan | Bull Mkt – Nasdaq 100 Stunning +39%YTD ! NUGGET: Toyota(7203) BEV Strategy – A Defense
China TMT Update July 3-ZLAB/LKNCY/002202CH/601615CH: Laekna Therapeutics IPO’ed in HK
Weekly Stock Bullfinder – Week of 7/3

Ohayo Japan | Bull Mkt – Nasdaq 100 Stunning +39%YTD ! NUGGET: Toyota(7203) BEV Strategy – A Defense

OVERSEAS. Strong close to Month, Quarter and Half Year as SPX rose +1.2% on Friday; AI Trade Back as NDX100 hit $5trn Mkt cap; Apple now >$3 trill !
JAPAN. NKY Futs +0.7% vs Cash; USDJPY 144.3; Tokyo Inflation print 3.2% raises questions on national inflation and BOJ’s next steps; Tokyo heats up as Power conservation measures implemented
NUGGET. We believe Toyota’s concerns regarding BEVs are valid. We see them having the technology and manufacturing prowess at scale, strong branding, and global reach to eventually overtake Tesla

ZLAB: Laekna Therapeutics IPO’ed in HK with two AKT inhibitors. We believe it will complement PARP inhibitor (+)
LKNCY: COTTI Coffee opened its No.4k store，but may lack sustainability(/)
002202CH/601615CH：Siemens Gamesa’s wind turbine suffers quality recall, may benefit Chinese vendors (-)

In any portfolio, it’s always good to have a listing of up and coming companies on hand which you may be interested in which may have recently IPO’d, did a significant acquisition, or has introduced a new and exciting product or service.
These companies may also have parabolic forward Wall St. estimates for both revenue and or profits.
I generally refer to this listing as my “wild broncos” listing and they generally can have wild price and volume swings (based upon earnings releases, press releases, investor day presentations, or analyst upgrades) and sometimes can often come under attack by short seller reports.

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