In today’s briefing:
- Ohayo Japan | Nissan and Honda in Merger Talks
- Green Tech in Singapore: Emerging as a Frontrunner in Green Technology
- Can Indian PSU Banks Sustain Its Momentum?
- Chartered Insights : Why It’s Time to Look Beyond the Magnificent 7 in 2025
- Singapore Market Roundup (17-Dec-2024): By 2025, Singapore Hotels Moderate
- [Blue Lotus Daily-TMT Update]:BABA US/PDD US/VIPS US/JD US/3690 HK/600177 CH/1519 HK/NTES US
- [Blue Lotus Daily]:BEKE US/300274 CH/ACMR US/NIO US/XPEV US/ Li US/1810HK/ZTO US/Macro News/Consumer
Ohayo Japan | Nissan and Honda in Merger Talks
- The Dow Jones Industrial Average extended its historic losing streak to nine sessions on Tuesday, falling 267 points (-0.61%) to 43,449, marking its longest skid since 1978
- Nissan Motor (7201 JP) and Honda Motor (7267 JP) are reportedly in talks for a merger. NIssan ADR up 11% overnight.
- Oasis has emerged as a significant shareholder of Macromill, Inc (3978 JP) . The company is currently subject to a TOB from CVC Capital Partners.
Green Tech in Singapore: Emerging as a Frontrunner in Green Technology
- Green Technologies (Green Tech) includes advanced environmental solutions and technologies that are used to protect and conserve natural resources and the atmosphere while mitigating negative impacts from human actions on the atmosphere and surrounding, all aimed towards achieving sustainable development.
- In recent times, Singapore as a whole has been focused on introducing eco-friendly policies that safeguard the environment, enhance food production, reduce plastic waste and lower carbon emissions.
- In addition, the Green Tech sector is further strengthened through various international collaborations and strategic investments.
Can Indian PSU Banks Sustain Its Momentum?
- PSU banks in India are witnessing a resurgence, driven by government-led reforms, improved asset quality, and a strategic shift towards retail lending.
- This transformation has led to a surge in profits, a significant decline in non-performing assets, and a bullish market outlook, reflected in the strong performance of PSU bank stocks.
- While the recovery is promising, the rapid growth in unsecured retail lending presents a potential risk that requires careful monitoring and prudent risk management practices.
Chartered Insights : Why It’s Time to Look Beyond the Magnificent 7 in 2025
- Mega-Cap Dominance: Only 15% of global companies outperformed the Magnificent 7 (Meta, Amazon, Apple, Microsoft, Alphabet, Tesla, NVIDIA), highlighting the concentrated risk of over-reliance on a small group of giants.
- During the recent rate hike cycle, companies with strong balance sheets, particularly the top 10 performers in major indices like the S&P 500, significantly outperformed the broader market.
- Investor Strategy: To mitigate concentration risk, investors should broaden their portfolios by diversifying across sectors, regions, and market caps, particularly as easing interest rates may lead to wider participation.
Singapore Market Roundup (17-Dec-2024): By 2025, Singapore Hotels Moderate
- DBS chooses CapitaLand Ascott Trust as top choice for 2025, no property market bubble, no need for cooling measures.
- Medical tourism drives growth in Asean hospitals, RHB suggests looking beyond index for strong performance.
- DBS maintains ‘buy’ rating on CapitaLand Investment, OCBC predicts support for DBS shares, tips retail REITs for 2025.
[Blue Lotus Daily-TMT Update]:BABA US/PDD US/VIPS US/JD US/3690 HK/600177 CH/1519 HK/NTES US
- BABA US/PDD US/VIPS US/JD US/3690 HK: NBS retail consumption data for November 2024 shows impact of early Double 11 (-/-/-/-/+)
- BABA US/600177 CH: Alibaba rumored to sell Intime to Youngor (+//)
- PDD US/1519 HK: Temu launches semi-consignment model in Mexico (-/+)
[Blue Lotus Daily]:BEKE US/300274 CH/ACMR US/NIO US/XPEV US/ Li US/1810HK/ZTO US/Macro News/Consumer
- BEKE US: NBS November residential new home turn positive YoY, and home price stabilized（+）
- 300274 CH: Renewable Energy News: U.S. Raises Tariffs on Chinese Photovoltaic Products to 50%（-）
- ACMR US: ACMR sees minimal impact on ability to manufacture and sell tools due to U.S. entity list inclusion (+)
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