In today’s briefing:
- Missed The AI Mania Surge? Here’s A Few Options Still Worth Considering
- Introducing a Data Source for Korean Local Institutions’ Interests
- Japan Weekly | Stocks Take a Break After Rising +17% in Q1
- [Blue Lotus Daily]:LI/ 1211 HK/ XPEV/ NIO
- [Blue Lotus Daily – TMT Update]:NTES/BABA
Missed The AI Mania Surge? Here’s A Few Options Still Worth Considering
- It’s probably not a good idea to chase the AI mania surge by buying the likes of NVIDIA, AMD, Micron etc at their currently highly elevated share prices
- Taiwan has a large ecosystem of semiconductor companies many of which are critical to the AI hardware supply chain
- We present a range of options with exposure to AI hardware for your consideration including foundry, fabless IC design, server BMC & Copper Clad Laminate
Introducing a Data Source for Korean Local Institutions’ Interests
- Recent trends in the most viewed local brokerage research reports by Korean institutions, compiled by FnGuide, offer insights into current investor interests.
- Notable resurgence in local institution interest in the semiconductor sector, especially with the temporal gap until May when the Value-up momentum materializes, notably evident in the AI semiconductor rally companies.
- Local institutions typically follow stocks of their interest with a slight lag. This suggests potential positive flows in the listed semiconductor companies until the Value-up momentum solidifies in May.
Japan Weekly | Stocks Take a Break After Rising +17% in Q1
- The broader Topix index declined by 1.6% on the week, but remains up 17% year-to-date.
- Shares in Koito rose 26% after the company unveiled a new MTP and a substantial ¥50 billion stock buyback program.
- We believe that the med-tech space is worth watching. Nippon Active Value, Asset Value Investors and ValueAct are all now involved in the space.
[Blue Lotus Daily]:LI/ 1211 HK/ XPEV/ NIO
- LI/ 1211 HK/ XPEV/ NIO: In the 12th week of 2024, new energy vehicles continued to maintain steady growth, BYD once again led and Li fell behind again（///////）
- 1211 HK : China to challenge Biden’s electric vehicle plans at the WTO (+)
- NIO US: NIO US revised down C1Q24 delivery target. (+)
[Blue Lotus Daily – TMT Update]:NTES/BABA
- NTES：Source stated that NetEase is developing a 6V6 Marvel IP third-person shooter game.（+）
- BABA US : Analyst Call hosted by Alibaba regarding the withdrawal of the Cainiao IPO？（/）
- BABA US : Alibaba to launch LLM for advertising. (+)
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
