In today’s briefing:
- Ohayo Japan |Tech..no, NVIDIA All the Way; NUGGET: Calbee – Time for a 2nd Look ?
- Monthly Chinese Tourism Tracker | Recovery Continues | But Seats Stay Empty | (May 2023)
Ohayo Japan |Tech..no, NVIDIA All the Way; NUGGET: Calbee – Time for a 2nd Look ?
- OVERSEAS. NDIVIA scores leading Tech to drive SPX +0.9% into the green; Closer to a Debt Limit Deal; Marvell Tech reports – Bullish On AI
- JAPAN. NKY Futs 0.9% vs Cash; USDJPY weakens to 140 on dovish Ueda comments; NVIDIA drives Japan AI supply chain gains; Foreigners continue to pour into Japan for 8th week.
- NUGGET. Calbee, worth a 2nd look after the recent share price sell-off given their very credible medium term business plan.
Monthly Chinese Tourism Tracker | Recovery Continues | But Seats Stay Empty | (May 2023)
- Domestic and outbound Chinese air traffic continued to recover in April, but aircraft deployed on international routes continued to operate far below capacity
- Headline numbers from the recent Labor Day holiday period show an increase in domestic travel activity to above 2019 levels, but spending per trip remains depressed
- Tourism activity has increased dramatically compared to 2022, but five months after most Covid-19 restrictions were lifted there are few signs of stong demand for leisure travel
💡 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
