Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Graduates / Cover Story: China’s record class of college graduates face final test in shrinking job market</li><li>Jobless /Chart of the Day: China’s urban youth unemployment hits record for second month</li><li>China-Japan /: Japanese firms offer to move staff out of China after deadly stabbing</li></ul>

Graduates / Cover Story: China’s record class of college graduates face final test in shrinking job marketJobless /Chart of the Day: China’s urban youth unemployment hits record for second monthChina-Japan /: Japanese firms offer to move staff out of China after deadly stabbing

CX Daily: China’s Record Class of College Graduates Faces Final Test in Shrinking Job Market 

Global TMT Analyst, Ex-PM, 30 years experience

Neil Campling

Thematic (Sector/Industry)

<ul>
<li>Apple iPhone 16 pre-orders weak and Questions on Apple Intelligence remain</li>
<li>Big software investor days. Expect AI to feature big on hype, but what to expect from TAM to ARR to products?</li>
<li>Semis: Samsung challenges, Intel relief but pressures remain, TSM momentum, this time with ByteDance </li>
</ul>


Apple iPhone 16 pre-orders weak and Questions on Apple Intelligence remain
Big software investor days. Expect AI to feature big on hype, but what to expect from TAM to ARR to products?
Semis: Samsung challenges, Intel relief but pressures remain, TSM momentum, this time with ByteDance 


TMT Daily:Apple, TikTok, PINS, Semis (TSM, Samsung, Intel), Software (EA, CRM, CRWD, WDAY, HUBS),EVs

Rubber News Specialist, Helixtap

Vinod Nedumudy

Rubber News Specialist

Global Commodities Alternative Data and Insights

Helixtap

Helixtap collects, processes and distributes proprietary data, analyses and forecasts for the rubber, latex and automotive markets

Commodities

<ul><li>UK Trade Remedies Authority recommends raising lorry and bus tire duties  </li><li>ETRMA notes steep spike in low-cost tire imports from China to Europe  </li><li>Volkswagen mulling closing two plants in Germany under China impact</li></ul>

UK Trade Remedies Authority recommends raising lorry and bus tire duties  ETRMA notes steep spike in low-cost tire imports from China to Europe  Volkswagen mulling closing two plants in Germany under China impact

UK, EU Squirm As Chinese Tire Exports To The Continent Go Up

European Event-Driven Analyst

Jesus Rodriguez Aguilar

Index Rebalance

<ul>
<li>Engie remains our preferred implementation trade: confirmed inclusion, 19.3x ADV of estimated buying and 5.3% relative underperformance into the review cut-off.</li>
<li>Nokia faces 9.6x ADV of estimated buying, but its 10.5% relative outperformance into the cut-off leaves less room for an implementation trade.</li>
<li>WKL and VOW3 each face 6.0x ADV of estimated selling, but we would not chase either after their sharp post-announcement declines.</li>
</ul>


Engie remains our preferred implementation trade: confirmed inclusion, 19.3x ADV of estimated buying and 5.3% relative underperformance into the review cut-off.
Nokia faces 9.6x ADV of estimated buying, but its 10.5% relative outperformance into the cut-off leaves less room for an implementation trade.
WKL and VOW3 each face 6.0x ADV of estimated selling, but we would not chase either after their sharp post-announcement declines.


EURO STOXX 50: Engie Stands Out Into Implementation

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

<ul>
<li>Under pressure from US, Mexico appears to shut out Chinese BEV makers</li>
<li>Biden administration seems intent on keeping low-priced Chinese BEVs out</li>
<li>Next: monitor new BEV investments in MX, and policies of new prez Sheinbaum</li>
</ul>


Under pressure from US, Mexico appears to shut out Chinese BEV makers
Biden administration seems intent on keeping low-priced Chinese BEVs out
Next: monitor new BEV investments in MX, and policies of new prez Sheinbaum


For Chinese BEV Makers, A Potential 'Backdoor' to the US BEV Market May Be Shut by Mexico

Germany

Volkswagen AG manufactures and sells vehicles. The Company offers economy and luxury automobiles, sports cars, trucks, and commercial vehicles. Volkswagen serves customers worldwide.

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Volkswagen (VOW GR)

CX Daily: China’s Record Class of College Graduates Faces Final Test in Shrinking Job Market

Graduates / Cover Story: China’s record class of college graduates face final test in shrinking job market China’s record class of 2024 college...

Caixin Global

TMT Daily:Apple, TikTok, PINS, Semis (TSM, Samsung, Intel), Software (EA, CRM, CRWD, WDAY, HUBS),EVs

Apple iPhone 16 pre-orders disappointing. Big software investor days AI hype and product expectations. Challenges for Samsung, Intel relief short...

Neil Campling

UK, EU Squirm As Chinese Tire Exports To The Continent Go Up

Europe is writhing under the impact of Chinese exports to the continent, with UK Trade Remedies Authorities recommending to the UK Government...

Helixtap

EURO STOXX 50: Engie Stands Out Into Implementation

The EURO STOXX 50 changes are confirmed. Price action around the review has left a strikingly uneven setup ahead of the 18 September implementation.

Jesus Rodriguez Aguilar

For Chinese BEV Makers, A Potential 'Backdoor' to the US BEV Market May Be Shut by Mexico

Chinese BEV makers appear increasingly eager to gain a foothold in Mexico, probably with the ultimate goal of exporting to the US market.

Tracking Traffic

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52-week Range

Market Cap (USDm)

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CX Daily: China’s Record Class of College Graduates Faces Final Test in Shrinking Job Market

Graduates / Cover Story: China’s record class of college graduates face final test in shrinking job market China’s record class of 2024 college...

Caixin Global

TMT Daily:Apple, TikTok, PINS, Semis (TSM, Samsung, Intel), Software (EA, CRM, CRWD, WDAY, HUBS),EVs

​Apple iPhone 16 pre-orders disappointing. Big software investor days AI hype and product expectations. Challenges for Samsung, Intel relief short...

Neil Campling

UK, EU Squirm As Chinese Tire Exports To The Continent Go Up

Europe is writhing under the impact of Chinese exports to the continent, with UK Trade Remedies Authorities recommending to the UK Government...

Helixtap

EURO STOXX 50: Engie Stands Out Into Implementation

The EURO STOXX 50 changes are confirmed. Price action around the review has left a strikingly uneven setup ahead of the 18 September implementation.

Jesus Rodriguez Aguilar

For Chinese BEV Makers, A Potential 'Backdoor' to the US BEV Market May Be Shut by Mexico

Chinese BEV makers appear increasingly eager to gain a foothold in Mexico, probably with the ultimate goal of exporting to the US market.

Tracking Traffic

Apple iPhone 16 pre-orders disappointing. Big software investor days AI hype and product expectations. Challenges for Samsung, Intel relief short...