In today’s briefing:
- Ohayo Japan: Hot Inflaton Print…Ignored! JAPAN X: Kirin’s AI to Revolutionize Production Planning
- SIA: Semiconductors Up for Fourth Consecutive Month
- China TMT Update-JD/AAPL/1810.HK/LI/NIO/Meituan/Ctrip/Atour-New IPhones in China;Thailand Visa-Free
- China TMT Update-700.HK/3690/2352.CH/DADA/APPL/UBI/NTES-“SYNCED”/Douyin Expands Food Delivery
Ohayo Japan: Hot Inflaton Print…Ignored! JAPAN X: Kirin’s AI to Revolutionize Production Planning
- OVERSEAS: SPX +0.1% UST Yields 4.25%(down !) on hot August CPI Print; UAW plans strike strategy as no deal yet with US Big 3 autos; China vs Apple: Confused messaging.
- JAPAN: NKY Futs -0.2% vs Cash; USDJPY 147.5; Kishida focuses on wage hikes after cabinet reshuffle; Softbank wins on ARM – prices at $51; Fanuc to SELL at GS.
- JAPAN X: Kirin (and Sapporo) Embrace AI for Demand Forecasting. We think that this trend in Japan will only increase – with positive implications for margins and profits.
SIA: Semiconductors Up for Fourth Consecutive Month
- Semiconductor revenues have enjoyed month over month growth since April
- This growth is higher than the industry’s long-term average 3.9% growth
- It looks as if the industry is starting another of its typical cycles.
China TMT Update-JD/AAPL/1810.HK/LI/NIO/Meituan/Ctrip/Atour-New IPhones in China;Thailand Visa-Free
- JD/ AAPL/ 1810.HK: Apple launches new iPhones in China (-/-/+)
- LI/NIO:Huawei AITO New M7 was launched today, limiting impact on LI auto(-)
- Meituan/Ctrip.com/Atour: Thailand announced to implement a 5-months visa-free policy for Chinese tourists（+/+/-）
China TMT Update-700.HK/3690/2352.CH/DADA/APPL/UBI/NTES-“SYNCED”/Douyin Expands Food Delivery
- (-) Tencent’s new game “SYNCED” has yielded mediocre results, leaving players disappointed.
- 3690.HK/002352.SH/DADA: Douyin expands food delivery service cities and introduces regional agents (-/+/+)
- APPL/UBI.PA/CCOEY/HK700/NTES: The photorealistic rendering technology of the A17 Pro biochip could potentially usher smartphone gaming into the next generation. (+)
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