In today’s briefing:
- Trump 2.0: Some Unexplored Market Implications of Deregulation, Tariffs, and Tax Reforms
- Thematic Report: Indian Capex Cycle Analysis- A Macro Perspective
- AUCTUS ON FRIDAY – 29/11/2024
- [Blue Lotus Daily]:LI US/1211 HK/1810 HK/XPEV US/NIO US/9863 HK/ZK US/JD US/Macro News
- [Blue Lotus Daily-TMT Update]:NTES US/700 HK/1024 HK/BIDU US/BABA US/KC US
- What’s News in Amsterdam – 28 November
- What’s New(S) In Amsterdam – 29 November
Trump 2.0: Some Unexplored Market Implications of Deregulation, Tariffs, and Tax Reforms
- Deregulation’s Green Energy Boost: Reduced federal oversight could accelerate innovation in renewables as corporations and markets drive sustainability efforts independently of government policies.
- Tariff-Induced Deflation Risks: Disrupted global supply chains and demand destruction from tariffs may lead to deflationary pressures rather than the widely expected inflation.
- Rise of Privatized Services: Tax cuts could act as a gateway to increased privatization of government services, shifting more essential functions like education and law enforcement to corporate control.
Thematic Report: Indian Capex Cycle Analysis- A Macro Perspective
- Listed corporate capex is experiencing a surge, exceeding the previous cycle peak and mirroring the pre-boom phase of 2001-2004.
- Government capex is poised to accelerate, particularly in the second half of FY25, fuelled by election-related spending patterns.
- India’s investment rate is nearing a decadal high, reflecting a strong appetite for capital expenditure across various sectors.
AUCTUS ON FRIDAY – 29/11/2024
- AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of NOK51 per share: Water inflow from a small interval in Welchau deeper formation.
- Continuing well test up hole – Two intervals in the Steinalm formation (1452.5 m-1463.5 m and 1474.5 m-1480 m MD) were tested at a stable rate (natural flow) of 240-290 bbl/d of drilling mud, likely contaminated formation water and some oil traces.
- Gas was initially observed at surface.
[Blue Lotus Daily]:LI US/1211 HK/1810 HK/XPEV US/NIO US/9863 HK/ZK US/JD US/Macro News
- LI US/1211 HK/1810 HK/XPEV US/NIO US/9863 HK/ZK US:In the 47th week of new energy vehicles, LI and BYD were impacted by new new forces. (////////////)
- 1211 HK:BYD Requests Suppliers to Reduce Prices by 10% in 2025.(+)
- 1810 HK/JD US: Jiangsu Province Expands Consumer Subsidy Scope, Adding 27 Product Categories Including Mobile Phones and Laptops.(+/+)
[Blue Lotus Daily-TMT Update]:NTES US/700 HK/1024 HK/BIDU US/BABA US/KC US
- NTES US: NetEase Denies Full Staff Layoff at Shenzhen Game Division, Clarifies It’s a Product-Specific Adjustment (/)
- NTES US: NetEase officially Named Their Urban Open-World RPG <Project Mugen> as <Ananta> (+)
- NTES US: NTES US: NetEase Closes Overseas Studio “Worlds Untold” (/)
What’s News in Amsterdam – 28 November
- Following a review, Just Eat TakeAway.com (“JET”) has decided to delist its shares from the London Stock Exchange (LSE).
- This in order to reduce administrative complexity, costs, and address low liquidity and trading volumes.
- The company has requested the FCA to cancel its LSE listing and the LSE to remove the shares from trading.
What’s New(S) In Amsterdam – 29 November
- InPost | Allegro signs 5 years’ contract with DHL as an Allegro Delivery service partner
- Yesterday, Allegro announced to have signed a contract with DHL Poland extending the cooperation between the two companies that has been in place since 2022.
- The new agreement covers 1. Deliveries via DHL’s out-of-home network of automated parcel machines (“APMs”) and pickup drop-off points (“PUDOs”)
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