In today’s briefing:
- Ohayo Japan|Nasdaq, SOX Plunge-Did Something Finally Break?; NUGGET: In Demand in Japan – IR Talent
- Is China’s Boycott of Germanium Gallium to the US Meaningful?
- China Property Developers In Distress – Weekly News & Announcements Tracker | 14-20 July 2023
- China TMT Update-BEKE/2150HK/3690HK-Meituan Recruiting 3P Delivery Partners in Lower Tier Markets
Ohayo Japan|Nasdaq, SOX Plunge-Did Something Finally Break?; NUGGET: In Demand in Japan – IR Talent
- OVERSEAS. Nasdaq and SOX Plunged overnight; Nasdaq on Tesla, Neflix; SOX on TSMC Sentiment; Has something broken? US Leading Index saying recession near; China deflationary pressures; Russia escalates war
- JAPAN. NKY Futures -0.5% disc vs Cash; USDJPY 140.1; Eyes on BOJ but indications are no tweak; Nidec turns it around – strong 1Q; Raft of BUY calls from Street.
- NUGGET. Japanese companies are hiring IR professionals as they face greater scrutiny from shareholders, the TSE, and regulators. Positive development that we see as an offshoot of the governance code.
Is China’s Boycott of Germanium Gallium to the US Meaningful?
- China is considering banning gallium and germanium shipments to the US
- Semiconductors consume well under 20% of world gallium production, and an almost immeasurably small amount of germanium
- Very little of the consumption is in the US, indicating that the impact of a boycott should be very small
China Property Developers In Distress – Weekly News & Announcements Tracker | 14-20 July 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/2150HK/3690HK-Meituan Recruiting 3P Delivery Partners in Lower Tier Markets
- KE Holdings: Beijing plans to standardize the registration and supervision process of real estate brokerage agents, and no mention of commission cap
- 2150HK : Nayuki officially announced the opening of franchise business with high requirements, bodes well for margin improvement.（+）
- 3690.HK: Meituan recruiting 3P delivery partners in lower tier markets (+)
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