In today’s briefing:
- Japan Strategy Weekly | The Nikkei Is Back in Fashion
- AUCTUS ON FRIDAY – 20/06/2025
- [Blue Lotus Daily-TMT Update]:3690 HK/JD US/1439927D CH/4689 JP/4755 JP/4385 JP/700 HK/NTESUS/BABAUS
Japan Strategy Weekly | The Nikkei Is Back in Fashion
- A 1.5% gain last week lifted the benchmark to 38,403, its highest in four months; Semiconductor stocks surged
- Japan’s 10-year government bond yield dipped to 1.39%, while the yen fell 1.1% to ¥145.32 against the dollar – its weakest in three weeks.
- Sega Sammy surged 18% this week following a well-received management meeting that emphasized clear strategic direction and strong shareholder engagement.
AUCTUS ON FRIDAY – 20/06/2025
- AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of A$0.30 per share: Focus on the shallow gas prospects – ADX has initiated the farm-out process for the GOLD cluster of shallow gas prospects in ADX-AT-II.
- This cluster includes the GOLD (A&C), GOLD (B), GRAB, and ZAUN prospects, with a combined P50 prospective resource estimate of 12.1 bcf (13.3 bcf on a mean basis).
- GOLD accounts for 7.5 bcf, while ZAUN and GRAB hold 2.7 bcf and 1.9 bcf, respectively.
[Blue Lotus Daily-TMT Update]:3690 HK/JD US/1439927D CH/4689 JP/4755 JP/4385 JP/700 HK/NTESUS/BABAUS
- 3690 HK: Meituan Food Delivery Daily Orders Reach 90 Million (+)
- JD US: JD Officially Launches OTA Hotel and Travel Business with Three-Year Zero Commission Policy(+/-/-)
- 1439927D CH/4689 JP/4755 JP/4385 JP: TikTok Announces Launch of Japan E-commerce Business as Early as This Month (+/-/-/-)
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