Daily BriefsThematic (Sector/Industry)

Daily Brief Thematic (Sector/Industry): Ohayo Japan | Rate Fears; Phase-Out of F-Gases for Heat Pumps Negative for Daikin and more

In today’s briefing:

  • Ohayo Japan | Rate Fears; Phase-Out of F-Gases for Heat Pumps Negative for Daikin
  • Indonesia Election 2024: The Conundrum
  • China Property Developers In Distress – Weekly News & Announcements Tracker | 13-19 October 2023


Ohayo Japan | Rate Fears; Phase-Out of F-Gases for Heat Pumps Negative for Daikin

By Mark Chadwick

  • Overseas: SPX -0.8% , Nasdaq -0.8%; Fed Chair still concerned about inflation; jobs data shows ongoing econ strength; Tesla -9%
  • Today: NKY Futs -0.5% v cash. JPY 149.8/$; Calbee to test biogas production; Disco expects weakness in demand to continue; Softbank to build data center in Hokkaido
  • JapanX: The accelerated phase-out of F-gases, though aiming to make heat pumps cleaner, may hinder the shift from fossil fuels. Daikin and the industry face challenges and need swift adaptation.

Indonesia Election 2024: The Conundrum

By Henry Soediarko

  • The Indonesian election will take place on February 14, 2024, and registration for president and vice president candidacies has opened starting today.
  • PDIP has nominated Ganjar and Mahfud, while Nasdem has nominated Anies and Muhaimin Iskandar, the deputy speaker of the People’s Representative Council of Indonesia.
  • It now depends on who Prabowo, the current defense minister and two-time presidential candidate, will run with. 

China Property Developers In Distress – Weekly News & Announcements Tracker | 13-19 October 2023

By Robert Ciemniak

  • A weekly curated selection of Chinese news articles and company announcements focused on developers in distress
  • We look for their deals, updates, specific project progress news (‘local signals’), as well as relevant local research commentaries about the market
  • We do not verify the underlying data or provide any opinion, we only select and summarize the information; See direct links to sources

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars