In today’s briefing:
- Ohayo Japan | Rally Time; Toyota’s New Plan for Software
- [Blue Lotus Daily]: XPEV/LI/NIO/1211.HK/BGNE
- Five Trends to Watch in 2024
- Weekly Sustainable Investing Surveyor – Week Ended November 10, 2023
Ohayo Japan | Rally Time; Toyota’s New Plan for Software
- Overseas: SPX 1.9%, Nasdaq +2.4%; Core CPI lower than expected, slowest rate in two years; 10Y below 4.5%
- Today: NKY Futs +1.6% v cash. JPY 150.4; M3 to buy Benefit One; Cosmo Energy rejects Murakami’s shareholder return demands
- JapanX: As the automotive industry transforms and the role of software becomes increasingly important, Toyota to consolidate its software development under one roof
[Blue Lotus Daily]: XPEV/LI/NIO/1211.HK/BGNE
- XPEV/LI/NIO: Auto Media company conduct ADS crash test with results favoring Huawei over XPeng
- LI/XPEV/NIO/1211.HKNew energy vehicle sales growth accelerated in October 2023 (+)
- BGNE: Gilead’s purported success in TIGIT in Gastric Cancer means little to BeiGene(/)
Five Trends to Watch in 2024
- Geopolitical tension could continue contributing to instability in global energy markets.
- A regional expansion of the conflict between Israel and Hamas could affect global energy security and put upward pressure on crude oil prices.
- Uncertainty overhangs a generally healthy global supply/demand balance in the oil markets.
Weekly Sustainable Investing Surveyor – Week Ended November 10, 2023
- The WTR Sustainable Index was down by 2.9% W/W versus the S&P 500 Index (up 1.3%), the Russell 2000 Index (down 3.1%), and the Nasdaq Index (up 2.8%).
- Energy Technology (12.2% of the index) was down by 12.1%, while Industrial Climate and Ag Technology (50.4% of the index) was up 0.5%, ClimateTech Mining was down 8.9%, and Advanced Transportation Solutions was down 3.8%.
- Top 10 Performers: PGTK, BLDE, XOS, REE, CECE, LBNK, FL, INVZ, FE, BLNK
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