Daily Brief Thematic (Sector/Industry): Japan Weekly | Mitsubishi Motors and more

In today’s briefing:

Japan Weekly | Mitsubishi Motors, Mercari, Panasonic, Z Holdings
GEM Weekly (4 Nov 2022): China and Asia PMIs, South Korean Exports; Foxconn, Tencent, China Unicom
China Healthcare Weekly (Nov4)-Opportunity in Culture Medium, European API, Long Logic of Investment

Japan Weekly | Mitsubishi Motors, Mercari, Panasonic, Z Holdings

Japanese equities were slightly higher over the past week, while the yen strengthened to Y146.6 versus the dollar
Quarterly results in Japan determine the week’s stock winners and losers
Japan embraces “Trussonomics” with planned supplementary budget ($200b) paid for by new borrowing

The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.
Macro data points: China, Taiwan, South Korea, Thailand, Indonesia, Malaysia, and Vietnam PMIs; South Korean exports and inflation
Companies mentioned:Hon Hai Precision Industry (2317 TT), Foxconn Technology (2354 TT), NetEase (9999 HK), Tencent (700 HK), China Unicom Hong Kong (762 HK)

The driving force for the big performance growth of domestic culture medium companies mainly come from the logic of import substitution. We think there are investment opportunities in this industry.
Due to soaring costs of electricity prices, raw material prices and transportation costs, European pharmaceutical plants are facing difficulties in sustaining production. Chinese API enterprises could face expansion opportunities.
For industries that have been recognized by investors,the market begins to think in terms of long logic from a broader perspective rather than simply tracking the performance of individual companies.

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