In today’s briefing:
- JD.com Splashes Cash on Robotics AI Startups
- Last Week In Event SPACE: Prosus/Tencent, Japan Post Bank, CK Holdings, Seven & I
- HSBC (5 HK) Earnings on 30 July: Price Action and Option Strategies
- Weekly Deals Digest (27 Jul) – CK Hutchison, Pacific Industrial, FHT, Abacus, PointsBet, NSDL
- China Healthcare Weekly (Jul.27)-The Turning Point of Tigermed and CRO, Everest Medicines’ Placement
JD.com Splashes Cash on Robotics AI Startups
- Three robotics startups announced Monday they had completed funding rounds led by JD.com Inc., signaling the Chinese e-commerce giant is accelerating its push into the burgeoning, much-hyped field of embodied artificial intelligence (AI).
- Embodied AI — which refers to intelligent systems with physical forms that interact with the real world, such as robots and self-driving cars — has recently become a battleground for tech firms. As JD.com is a relative latecomer, it’s making an aggressive effort to catch up with rivals like Meituan and Lenovo Group Ltd.
- While supporters of the tech say it’s set to reshape industries from logistics to consumer households, others warn that the technology is a long way off mass adoption and that many firms in the space lack a viable commercial model.
Last Week In Event SPACE: Prosus/Tencent, Japan Post Bank, CK Holdings, Seven & I
- Prosus NV (PRX NA) is elevated vs. Tencent (700 HK) as the accretion trade unfolds.
- As rates go up, investors may opt for direct exposure to Japan Post Bank (7182 JP), as opposed to Japan Post Holdings (6178 JP) indirectly, contributing to short squeezing JPB.
- Expect near-term weakness in CK Hutchison Holdings (1 HK), IF the exclusivity with Blackrock/MSC ends this weekend without resolution.
HSBC (5 HK) Earnings on 30 July: Price Action and Option Strategies
- Context: Index heavyweight HSBC (5 HK) / HSBC (HSBA LN) is set to report Interim Results 2025 on 30 July at 12:00 HKT — during the Hong Kong trading lunch break.
- Expected Move: Historical data reveals HSBC‘s announcement-day moves are significantly larger than average, with options currently pricing in a remarkably aligned ± 2.2% implied move.
- Actionable Strategies: Understand the potential for amplified volatility and explore actionable option strategies leveraging the distinctive term structure around earnings.
Weekly Deals Digest (27 Jul) – CK Hutchison, Pacific Industrial, FHT, Abacus, PointsBet, NSDL
- A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia, Malaysia, Thailand, Korea, India and Chinese ADRs.
- ECM developments: NSDL (NSDL IN) is seeking to raise US$464 million.
- Event-Driven developments: CK Hutchison Holdings (1 HK), Pacific Industrial (7250 JP), Frasers Hospitality Trust (FHT SP), Abacus Storage King (ASK AU), PointsBet Holdings (PBH AU), New World Resources (NWC AU).
China Healthcare Weekly (Jul.27)-The Turning Point of Tigermed and CRO, Everest Medicines’ Placement
- The drug list of 11th national VBP varieties has been released. Innovative drugs will not be included in VBP. Results of this VBP is expected to be implemented by 2025.
- The performance improvement of CRO may not be reflected until 25Q3 or 25Q4 at the earliest, but the market may reflect this expectation in advance. Tigermed’s turning point is coming.
- Everest Medicines’ Placing Price is expensive.The reduction of holdings by major shareholder CBC and Founder Fu Wei indicates that the Company has been overvalued. Valuation should be lower than BeiGene.
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