In today’s briefing:
- Ohayo Japan | Mixed Results
- Japan Morning Connection: Tech Set to Rebound as Dell After-Matket Print Sets Positive Tone
- # 52 India Insight: Reliance AGM, Wipro AI Partnership, Adani Ports INR 3,500 Crores Investment
- [Blue Lotus Daily]:LI US/1810 HK/1211 HK/ LI US/XPEV US/NIO US
- [Blue Lotus Daily-TMT Update]:PDD US/SHEIN/SE US/BABA US/JD US/700 HK/NTES US
- The Stocks to Own in Thailand – Vol. 46
Ohayo Japan | Mixed Results
- Wall Street showed mixed results on Thursday as the Dow Jones Industrial Average reached a new record high, closing at 41,335, up 0.59%
- ASICS will discontinue selling baseball equipment like gloves and bats by September 2025
- Toyota Motor Corporation reported a slight year-on-year increase in domestic production for July, reaching 309,118 units.
Japan Morning Connection: Tech Set to Rebound as Dell After-Matket Print Sets Positive Tone
- Tech selloff overnight on NVDA post-earnings weakness was fairly contained, and SPE related in Japan should continue yesterdays rebound off the morning lows.
- Big beat for Dell on the strong outlook for its AI servers outweighing the soft consumer PC market sending it +8% in after-market trading.
- News that Tepco plans to spend $3.2bn to upgrade its electricity infrastructure to 2030 positive for wire/cable names and related names.
# 52 India Insight: Reliance AGM, Wipro AI Partnership, Adani Ports INR 3,500 Crores Investment
- Adani Ports to Invest INR 3,500 Crore in Madhya Pradesh Projects
- Wipro’s Strategic AI Partnerships in US Healthcare: Strong FY25 Forecast
- Dixon Technologies to Partner with China’s HKC for Display Module Manufacturing
[Blue Lotus Daily]:LI US/1810 HK/1211 HK/ LI US/XPEV US/NIO US
- LI US:Li Auto’s second quarter revenue and profit exceeded expectations, and L6’s unit price and gross profit were better than expected. (/)
- 1810 HK/1211 HK/ LI US/XPEV US/NIO US:Week 34 of 2024: New energy vehicles grow healthily,BYD hit a new high, AITO rebounded, Xiaomi continued to fall back.(/////////)
- NIO US/XPEV US/ LI US: AITO M5 caught fire, positive for LI.(/////)
[Blue Lotus Daily-TMT Update]:PDD US/SHEIN/SE US/BABA US/JD US/700 HK/NTES US
- PDD US:PDD valuation cheaper than slower growing e-commerce peers. (/)
- SHEIN: SHEIN launches semi- consignment model in the EU. (/)
- BABA US: Taobao launches “Grass-Planting Plan” to drive off-site traffic to Taobao (+)
The Stocks to Own in Thailand – Vol. 46
- We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology
- Portfolio changes: Seven stocks remain, seven new join the fray
- Ince inception, it has gained 112% versus the SET 100 Index’s return of 24%
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