In today’s briefing:
- The Stocks to Own in Thailand – Vol. 41
- Happy Friday & Strong HK Rebound! What to Chase? China Prop (High Beta) And HK Prop (Value Play)
- Japan Weekly | Softbank, Hino Motors, Cosmo Energy, Kumagai Gumi
- China TMT Update June 3 – KE/LI/NIO/XPEV: Xpeng to Begin Presale for G6 on June 9(+)
The Stocks to Own in Thailand – Vol. 41
- We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology
- Portfolio changes: 10 stocks remain, four new join the fray
- Since inception, it has gained 115% versus the SET 100 Index’s return of 31%
Happy Friday & Strong HK Rebound! What to Chase? China Prop (High Beta) And HK Prop (Value Play)
- HK stock market rebounded strongly due to a few reasons, mostly macro and policy-related. Macro factors and policies become primary share price drivers
- Investors can add more beta names (China Property Developers) and value plays (Hong Kong Developers) if they want to add exposure
- Among the listed universe, 688 HK COLI, 17 HK NWD, 101 HK HLP are key names with attractive upside
Japan Weekly | Softbank, Hino Motors, Cosmo Energy, Kumagai Gumi
- Japanese equities had another good week with the TOPIX ending 1.7% higher
- Japanese stocks have outperformed global peers since May on strong domestic earnings, a weak yen, and enthusiasm over artificial intelligence.
- Softbank seems to be one of the AI names. Activist campaigns now in full flow ahead of AGMs
China TMT Update June 3 – KE/LI/NIO/XPEV: Xpeng to Begin Presale for G6 on June 9(+)
- LI/NIO/XPEV: Li Auto, NIO and Xpeng announced May vehicle delivery results (+/-/)
- XPEV: Xpeng to begin presale for G6 on June 9 (+)
- KE Holding: Monthly housing transactions remain resilient in May (+)
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