In today’s briefing:
- Ohayo Japan | U.S Snaps Two-Week Losing Streak
- Japan Morning Connection: AMAT Pricing in Friday Sets Soft Tone for JP SPE
- Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 1
- Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 2
- DeepSeek Ignites China Healthcare – The Investment Opportunities and Risks Behind
Ohayo Japan | U.S Snaps Two-Week Losing Streak
- US stocks closed mixed, with the Nasdaq 100 hitting a record high, while the S&P 500 and Dow Jones fell
- The Nikkei 225 Index fell 0.9% to 39,149 on Friday, ending a three-day rally as the yen strengthened significantly.
- ASICS expects FY2025 consolidated net profit to rise 22% to ¥78bn, driven by growth in running shoes and luxury brand Onitsuka Tiger
Japan Morning Connection: AMAT Pricing in Friday Sets Soft Tone for JP SPE
- Meta on a 20-day winning steak with humanoid robots into the mix.
- Yakult’s spike on Friday and subsequent drop may point to more upside given big shareholder returns.
- Olympus facing a much harsher reality in China than management were initially suggesting.
Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 1
- While we have been sharing monthly updates on insider buying activity in India,this time,we have taken a detour to publish it mid-month.The reason – steep decline in Indian equity market.
- Given this sharp decline in mid and small-cap stocks, there has been a notable increase in insider buying activity in recent weeks.
- As there are many companies (34 in total), we have divided this update into two parts for ease of reading. This is part 1 of the update.
Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 2
- Given the sharp decline in mid and small-cap stocks, insider buying activity has notably increased in recent weeks.
- This is Part 2 of the update on companies with insider buying in February 2025.
- We expect many more companies to witness insider buying after the earnings season concludes this week.
DeepSeek Ignites China Healthcare – The Investment Opportunities and Risks Behind
- DeepSeek, as a domestically produced open-source model in China, combined with the rapid development of AI technology, is profoundly changing the landscape of pharmaceutical and medical industry.
- AI pharmaceuticals/AI diagnosis/AI R&D would benefit the most from DeepSeek. However, data security is an issue. The US has enacted legislation to restrict cooperation with Chinese companies due to DeepSeek.
- More and more Chinese companies have announced their integration into DeepSeek, involving multiple subsectors. We listed some representative companies and they will become attractive investment targets for investors.
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