In today’s briefing:
- Ohayo Japan | Ninth Innings; Sapporo’s Santa Rally
- [Blue Lotus Daily]: TCOM/HTHT/ATAT/MNSO/9995 HK/XPEV
- [Blue Lotus Daily – TMT Update] 1024 HK/PDD/BABA/Shein/VIPS/3690 HK/JD
- Weekly Sustainable Investing Surveyor – Week Ended December 15, 2023
Ohayo Japan | Ninth Innings; Sapporo’s Santa Rally
- Overseas: SPX +0.6%; Dow +250pts; Energy stocks outperformed on rising oil prices amid Red Sea disruption
- Today: NKY Futs +0.3% v cash. JPY143.9; BoJ maintains policy stance; NTT/TEPCO to build new data centre
- Japan: Amidst the holiday cheer, we wonder if it is time to take away the punchbowl at Sapporo?
[Blue Lotus Daily]: TCOM/HTHT/ATAT/MNSO/9995 HK/XPEV
- TCOM/HTHT/ATAT: China Tourism – OTA platform DAU remain lackluster, weak year end travel demand (-)
- MNSO: Korea’s top dollar store chain Daiso buys out Japanese shareholder (-)
- 9995HK：Harbour BioMed have signed an exclusive licensing agreement with Pfizer of a mesothelin (MSLN) antibody-drug conjugate (ADC) (-)
[Blue Lotus Daily – TMT Update] 1024 HK/PDD/BABA/Shein/VIPS/3690 HK/JD
- 1024HK：Kuaishou will charge merchants for using the “Buy now, Pay later” marketing tool (+)
- PDD/ BABA/ Shein: Extra color on PDD’s Shein lawsuit (+/+/-)
- PDD/ BABA: Nike rumored to launch official outlet store on PDD (+/-)
Weekly Sustainable Investing Surveyor – Week Ended December 15, 2023
- The WTR Sustainable Index was up by 4.6% W/W versus the S&P 500 Index (up 2.5%), the Russell 2000 Index (up 5.5%), and the Nasdaq Index (up 3.3%).
- Energy Technology (14.4% of the index) was up by 13.8%, while Industrial Climate and Ag Technology (50.2% of the index) was up 4.0%, ClimateTech Mining was up 2.4%, and Advanced Transportation Solutions was up 1.5%.
- Top 10 Performers: VIEW, XOS, SUNW, TPIC, INVZ, RUN, MAXN, COMM, LAZR, AEVA
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