In today’s briefing:
- Ohayo Japan | Energy Boost
- [Blue Lotus Daily – TMT Update]:BABA/097950.KS/CPNG/PDD/ByteDance/3690 HK/JD
- [Blue Lotus Daily]：BGNE/LI/XPEV/300750 CH
Ohayo Japan | Energy Boost
- Dow ekes out small gains on stronger energy stocks, but a slump in tech continues to keep Nasdaq in check. Tesla -4% on broker downgrade, Dollar Tree -14%
- Oil prices rose about 2% to a four-month high on a surprise drop in US inventories and supply disruptions in Russia
- Japan’s largest employers have announced record pay increases, marking a departure from the deflationary mindset that characterized the country’s “lost decades”
[Blue Lotus Daily – TMT Update]:BABA/097950.KS/CPNG/PDD/ByteDance/3690 HK/JD
- BABA/PDD/CPNG: South Korean commissions investigating compliance of Chinese ecommerce platforms (-/-/+)
- ByteDance/3690 HK: Douyin life service business had organizational restructure, and set annual sales target at RMB600bn, 100% yoy(-)
- JD: JD provides free AI services for new 3P merchants (+)
[Blue Lotus Daily]：BGNE/LI/XPEV/300750 CH
- BGNE: BeiGene’s Brukinsa received fifth indication from FDA but might be the last driver (+)
- LI/XPEV: Li MEGA delivered 413 units in three days after its launch, in line with our predictions, better than market predictions(/)
- 300750 CH：Samsung SDI announces production of large cylindrical batteries in 2025 and mass production of solid-state batteries in 2027（-）
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