In today’s briefing:
- Ohayo Japan | Market Reversal?
- [Blue Lotus Daily]:BZ US/ACMR US/LRCX US/8035 JP/7735 JP/LI US/XPEV US/NIO US/1810 HK
- China Property Developers In Distress – Weekly News & Announcements Tracker | May June 14-20, 2024
- #15 India Insight: SBI Fund Raise, 15.4 GW Coal Power, Trade with Europe
- [Blue Lotus Daily – TMT Update]:700 HK/BILI US/TCOM US/3690 HK
Ohayo Japan | Market Reversal?
- The S&P 500 pulled back 0.25% on Thursday, ending at 5,473.17 after briefly surpassing the 5,500 mark for the first time
- Despite significant currency interventions by Japan, the yen continues to weaken against non-U.S. currencies, hitting historic lows against the Swiss franc & British pound
- Chugoku Electric Power Co. joined the “Floating Offshore Wind Technology Research Association” to advance large-scale floating offshore wind farms
[Blue Lotus Daily]:BZ US/ACMR US/LRCX US/8035 JP/7735 JP/LI US/XPEV US/NIO US/1810 HK
- BZ US: Age 16-24 unemployment rate decreased month-on-month for two consecutive periods.(+)
- ACMR US/LRCX US/8035 JP/7735 JP: Congressmen put forward bill to block purchase of certain China made semiconductor equipment by US subsidy recipients (-/+/+/+)
- LI US/XPEV US/NIO US/1810 HK: New energy vehicles LI continues to lead in the 24th week of 2024 (///////)
China Property Developers In Distress – Weekly News & Announcements Tracker | May June 14-20, 2024
- This note is a weekly curated selection of Chinese news articles and company announcements focused on developers in distress
- We look for their deals, updates, specific project progress news (‘local signals’), as well as relevant local research commentaries about the market
- We do not verify the underlying data or provide any opinion, we only select and summarize the information; See direct links to sources
#15 India Insight: SBI Fund Raise, 15.4 GW Coal Power, Trade with Europe
- India will add 15.4 GW of coal power by March 2025
- New deep-water port to boost trade with Europe, completed by 2029
- Funds to strengthen capital base and support growth, raised in FY25
[Blue Lotus Daily – TMT Update]:700 HK/BILI US/TCOM US/3690 HK
- 700 HK: <DnF Mobile> Pulls Game from Certain Chinese Android App Stores Over Revenue Share Dispute(/)
- BILI US: Bilibili’s <Three Kingdoms: MDTX> continues strong performance five days after launch(+)
- TCOM US/3690 HK: Chengdu Issues RMB 30mn in Tourism Consumption Vouchers to Promote Tourism Spending.(+/+)
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