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Daily Briefs

Feb 02
0

Daily Brief Consumer: Fast Retailing, Tesla and more

By | Consumer, Daily Briefs

In today’s briefing:

  • Last Week in Event SPACE: Fast Retailing, Sigma, Takeda Pharmaceutical, WH Group
  • Tesla’s Growth Story Facing Challenges Amidst Optimism for AI and Autonomy?

Last Week in Event SPACE: Fast Retailing, Sigma, Takeda Pharmaceutical, WH Group

By David Blennerhassett

  • It was confirmed on Friday afternoon Fast Retailing (9983 JP) was a single cap move, NOT a double-capping in a single Review. That limits the sell down.
  • Chemist Warehouse’s reverse buyout of pharmacy wholesaler Sigma Healthcare (SIG AU) is now all-but complete.
  • Takeda Pharmaceutical (4502 JP) announced decent results, decently upgraded guidance in both IFRS/GAAP terms and in Core/Adjusted terms (less impressive uplift in Adjusted/Analysed terms). They also announced a ¥100bn buyback.

Tesla’s Growth Story Facing Challenges Amidst Optimism for AI and Autonomy?

By Baptista Research

  • Tesla’s fourth-quarter earnings highlighted a company at the crossroads of transformation and challenge.
  • Despite achieving a record market valuation of $1.5 trillion in December, the company’s core automotive business struggled, with an 8% year-over-year revenue decline.
  • Demand softened, particularly for the Cybertruck, forcing Tesla to rely on aggressive promotional strategies to sustain sales.

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Feb 02
0

Top 10 Highlights from the APAC PE, VC and Startup Ecosystem this Week – 02 Feb 2025

By | Private Markets, Smartkarma Newswire

Top ten highlights from the APAC PE, VC, and startup ecosystem this week:

  1. DeepSeek, a Chinese startup, emerges as a potential rival to OpenAI, shaking up the tech markets with its efficient AI models using fewer resources.
  2. Silicon Valley investors praise DeepSeek’s AI breakthrough, while American tech rivals raise concerns about intellectual property issues.
  3. AI-focused ventures in Asia anticipate the impact of DeepSeek’s innovation on investment needs and market trends.
  4. Startups in Southeast Asia face fundraising challenges, with a historic low of $4.56 billion in equity funding in 2024.
  5. Fintech businesses shine amid the funding downturn, with over a third of total fundraising value coming from the sector.
  6. Indonesian aquatech startup eFishery faces uncertainty following fraud allegations, raising questions about its future.
  7. Vietnam’s Telio closes down despite recent funding, signaling challenges in the startup ecosystem.
  8. Indian expansion plans of eFishery hit obstacles, sparking concerns about governance in the startup landscape.
  9. Indian PE-VC sector prepares for a tough fundraising season amidst market volatility and shifting investment strategies.
  10. Meesho, an Indian e-commerce platform, secures $550 million funding at a reduced valuation, reflecting market pressures and investor sentiment.

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