In today’s briefing:
- Japan Weekly | Shippers, Shiseido, Nexon, Sapporo, Glosel
- [Blue Lotus Daily]: NIO/1211 HK/LI/XPEV/300274 CH/300750 CH/601012 CH/JKS/ LKNCY
- [Blue Lotus Daily – TMT Update]:NTES/700 HK/Temu/PDD/Shein/AMZN/3690 HK/BABA/JD
Japan Weekly | Shippers, Shiseido, Nexon, Sapporo, Glosel
- Market Wrap: Japanese equities edged higher. Easing inflation, BoJ’s dovish stance and Wall Street optimism influenced the market. Industrials and basic materials best sectors.
- Major Movers: Shipping disruptions benefit container plays; Shiseido plans reforms to cut ¥40 billion; China’s gaming crackdown hits Tencent, NetEase, triggering concerns for Nexon.
- Activist Watch: No new activist holdings to report. However, several funds continue to build stakes in existing holdings. 3D Investment Partners drinks up some more Sapporo shares
[Blue Lotus Daily]: NIO/1211 HK/LI/XPEV/300274 CH/300750 CH/601012 CH/JKS/ LKNCY
- NIO/1211 HK：Germany ended EV subsidy, impacting Chinese makers little for now (-)
- LI/NIO/XPEV/300274 CH/300750 CH/601012 CH/JKS: China customs export data for November (-)
- LKNCY : “ Thailand Luckin ” countersues Luckin Coffee (/)
[Blue Lotus Daily – TMT Update]:NTES/700 HK/Temu/PDD/Shein/AMZN/3690 HK/BABA/JD
- 700 HK/NTES: Tencent’s <Dream Star> achieved excellent results upon its launch.(+/-)
- Temu/Shein/AMZN: Government newspaper reports that Temu merchants are developing their own brands (+/-/-)
- 3690 HK: It is rumored that Douyin will acquire Eleme with an offer price of US$7bn(-)
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