In today’s briefing:
- Ohayo Japan | Out Shopping
- Thematic Report: The Semiconductor Race~ A Battle for Technological Supremacy
- Corporate Value Up Korea; Will It Start Working Now and into 2025?
- Thanksgiving musings: What’s done extremely well over the last year???
- What’s News in Amsterdam – 27 November (ABN Amro | Heineken | Unilever | PostNL / retail sector)
Ohayo Japan | Out Shopping
- United States stock markets will be closing early on Friday, Nov. 29 after being closed altogether on Thursday, Nov. 28, in observance of the Thanksgiving holiday
- Online sales in the U.S. during the first half of the Thanksgiving holiday increased by approximately 4%, surpassing last year’s 2% growth, as consumers take advantage of significant discounts.
- Toyota Motor reported global sales of 903,103 units in October, a 1% year-on-year increase and a monthly record.
Thematic Report: The Semiconductor Race~ A Battle for Technological Supremacy
- Semiconductors are the unsung heroes of the modern world. These tiny chips power everything from smartphones and laptops to cars, data centers, and even advanced artificial intelligence systems.
- While the US has historically led in semiconductor innovation, China is rapidly trying to catch up. This competition has led to global push for self-sufficiency in semiconductor production.
- Countries worldwide are investing heavily in semiconductor production to reduce their dependence on foreign suppliers and gain a strategic advantage.
Corporate Value Up Korea; Will It Start Working Now and into 2025?
- Forget government pressure, will peer pressure help fast forward Korea Corp Value Up program?
- Japanese shame game versus Korean pride of the chaebols ?
- Heading into 2025 we are seeing major Korean companies come out with longer term shareholder return plans
Thanksgiving musings: What’s done extremely well over the last year???
- If anyone remembers, in the spring of last year, we had a banking crisis – multiple bank-runs that led to the some of the largest bank failures in US history.
- Sparked by the bankruptcy of FTX, Silvergate was first hit by a bank run before the subsequent panic-induced domino-closure of three highly reputable banks – Silicon Valley Bank (SVB), NY based Signature Bank and lastly, First Republic Bank.
- I still vividly remember the day, Peter Thiel “commanded his cronies” to pull their money out of SVB, ASAP; the stock gapped down bigly at opening and the rest is history.
What’s News in Amsterdam – 27 November (ABN Amro | Heineken | Unilever | PostNL / retail sector)
- Following a review of its asset-based financing (“ABF”) activities, ~ABN Amro has taken the decision to materially reduce the international footprint of its ABF division.
- This will be accompanied by an orderly wind down of non-strategic client portfolios, especially in the UK, and a reorganisation in Germany.
- This strategic alignment aims to strengthen the position of the bank and ensure long-term profitability.
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