In today’s briefing:
- Ohayo Japan: SPX Rallies on Bullish ARM Debut; JAPAN X: Sparx Founder Retirement Trade – $2bn Fund
- [Blue Lotus Entertainment Sector Update]: Game Cannot Break the Tie of Hardware but AI Can
- China Property Developers In Distress – Weekly News & Announcements Tracker | 8-14 September 2023
- China TMT Update-BEKE/NIO/300750CH/2150HK-Zhengzhou Cancel Restrictions;Nio Cylindrical Battery
- Commodity Analysis – Cotton Futures
Ohayo Japan: SPX Rallies on Bullish ARM Debut; JAPAN X: Sparx Founder Retirement Trade – $2bn Fund
- OVERSEAS: SPX Rallies supported by Bullish ARM (+25%) trading; Markets ignore implications Producer prices; Retail sales strong; UAW Strike Looms – GM Sweetens offer; China cuts RRR.
- JAPAN: NKY Futs 0.1% vs Cash; USDJPY 147.5; Japan Corp profits not trickling down; No boost for Kishida post reshuffle; More JP firms lifting shareholder returns; Bullish Aisin MTP
- JAPAN X: Sparx Group’s Billion-Dollar Bet on Japan’s Future. CEO Abe goes all in with a view of catching the start of the wave of resurgence of Japanese equities.
[Blue Lotus Entertainment Sector Update]: Game Cannot Break the Tie of Hardware but AI Can
- A key feature of iPhone 15 is 3nm Bionic chipset with enhanced game supports.
- This, however, will not break the tie of Apple vs. Huawei;
- We see game engine benefiting from upcoming competition between Apple, Qualcomm, MTK and Huawei, more so though AI.
China Property Developers In Distress – Weekly News & Announcements Tracker | 8-14 September 2023
- 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
China TMT Update-BEKE/NIO/300750CH/2150HK-Zhengzhou Cancel Restrictions;Nio Cylindrical Battery
- Real Estate Industry Update: Zhengzhou fully cancel the home purchase and selling restrictions, an d lower the residential properties’ downpayment ratios（+）
- NIO/ 300750CH: Nio Plans to Develop Cylindrical Battery with SVOLT (-)
- 2150HK: Nayuki co-brand woth Mint App’s new product, tea and coffee houses are becoming new marketing channels（+）
Commodity Analysis – Cotton Futures
- According to Graph 1, during the period May 26, 2023 – August 25, 2023, an overall bullish trend was reflected in the prices of Cotton, despite some notable fluctuations.
- During the period under consideration, there was a significant price correction from June 8th until the end of the same month.
- In contrast, from 10th until 26th of July an upward trend was observed.
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