In today’s briefing:
- Ohayo Japan | Inches Higher Ahead of Nvidia Earnings
- Japan Morning Connection: Sony, PPIH, 7&I
- [Blue Lotus Daily-TMT Update]:JD US/1810 HK/BABA US/2618 HK/PDD US/700 HK/NTES US/3690 HK/TCOM US
- [Blue Lotus Daily]:1347HK/ACMR/1810HK/BIDU/175HK/1211HK/NIO/XPEV/TSLA/LI/2150HK/1519HK/ZTO/1810HK
Ohayo Japan | Inches Higher Ahead of Nvidia Earnings
- US Stocks edged higher as the market awaits Nvidia earnings after the close on Wednesday
- Super Micro Computer fell 2.64% after Hindenburg Research released a report alleging accounting issues
- Sony is increasing the price of its PlayStation 5 console in Japan by about 20%
Japan Morning Connection: Sony, PPIH, 7&I
- Sony price hikes in Japan to have a mild positive impact. The stock still looks attractive after positives from recent earnings seem to have been lost in the recent volatility.
- PPIH continues to look attractive as a continued laggard as the market rotates out of the big retail/inbound winners such as Isetan Mitsukoshi.
- 7&I clearly showing how anti-takeover they are effectively asking for Govt protection to ward off Canada’s Alimentation Couche-Tard takeover approach.
[Blue Lotus Daily-TMT Update]:JD US/1810 HK/BABA US/2618 HK/PDD US/700 HK/NTES US/3690 HK/TCOM US
- JD US/1810 HK/BABA US: Government insider says home appliance subsidies to be fully disbursed by end of August (+)
- JD US/2618 HK/PDD US/BABA US: JD adjusts its algorithm to improve traffic of low price and fast shipping products (+/+/-/-)
- BABA US: Alibaba launches demo of LLM support for mathematical reasoning based on sketches (+)
[Blue Lotus Daily]:1347HK/ACMR/1810HK/BIDU/175HK/1211HK/NIO/XPEV/TSLA/LI/2150HK/1519HK/ZTO/1810HK
- 1347 HK/ACMR US: Hua Hong Wuxi Fab Phase II begins tool move-in (+/+)
- 1810 HK/BIDU US/0175 HK: “Xiaomi criticized for selling cars at a loss” goes viral (+/-/-)
- 2150 HK:Nayuki’s First Overseas Flagship Store Opens in Thailand (+)
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
