In today’s briefing:
- [Blue Lotus Daily – TMT Update]:700 HK/BABA/BILI
- [Blue Lotus Daily]:XPEV/LI/NIO/ 1211 HK/BZ/9926 HK/9995 HK/1801 HK/1877 HK/BGNE
- GEMWeekly (8 Mar 2024): South Korea, China Macro; Tata Motors, SK Hynix, Indosat
[Blue Lotus Daily – TMT Update]:700 HK/BABA/BILI
- 700 HK: Tencent has announced a new SLG mobile game titled <Civilization Mobile>（+）
- BABA: Alibaba launches new AI tool targeting content creation for merchants (+)
- BILI: Source suggested that Bilibili will establish a new game development department.(/)
[Blue Lotus Daily]:XPEV/LI/NIO/ 1211 HK/BZ/9926 HK/9995 HK/1801 HK/1877 HK/BGNE
- 1211 HK: Tesla’s German factory caught on arson, interrupting production for a week (-)
- BZ: Government’s 2024 new job creation guidance is relatively soft. (-)
- 9926 HK/9995 HK/1801 HK/1877 HK/BGNE: US senator move forward with bill to constrain Wuxi Apptec-（/）
GEMWeekly (8 Mar 2024): South Korea, China Macro; Tata Motors, SK Hynix, Indosat
- The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.
- Macro data points: South Korea industrial production and inflation data, China trade data.
- Companies mentioned:Tata Motors Ltd (TTMT IN), SK Hynix (000660 KS), Indosat Tbk PT (ISAT IJ)
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