Daily BriefsThematic (Sector/Industry)

Daily Brief Thematic (Sector/Industry): Ohayo Japan | Worst Day of 2024 and more

In today’s briefing:

  • Ohayo Japan | Worst Day of 2024
  • Silver’s Record-Breaking Rally: Insights and Analysis
  • #3 Business Buzz: NVIDIA, Google Acquiring Hubspot, Wallstreet, Segantii, Thailand


Ohayo Japan | Worst Day of 2024

By Mark Chadwick

  • Nvidia surged 9.3% following strong earnings and a stock split announcement, but failed to buoy the broader market.
  • A study by Japan’s Government Pension Investment Fund (GPIF) reveals that Japanese firms benefit from dialogue with investors, with positive impacts on market capitalization and performance indicators.
  • Teijin (3401) Hong Kong’s Oasis Management disclosed ownership of 2.49% of Teijin’s shares, acquiring about 4.8 million shares, ranking seventh among major shareholders.

Silver’s Record-Breaking Rally: Insights and Analysis

By Sudarshan Bhandari

  • Silver hits 11-year high amidst supply-demand dynamics and geo-political uncertainty.
  • Rising industrial demand, particularly in green tech, and tightening supply forecast a sustained rally.
  • Global deficit remains substantial, forecasted to continue, while mine production declines.

#3 Business Buzz: NVIDIA, Google Acquiring Hubspot, Wallstreet, Segantii, Thailand

By Nimish Maheshwari

  • NVIDIA Corp (NVDA US) announces Record Financial Results for First Quarter Fiscal 2025 with 18% QoQ and 262% YoY rise.
  • Google’s Parent Alphabet (GOOGL US) may potentially  acquire HubSpot as strategic acquisition.
  • Wall Street adapts to Accelerated Trade Settlements within 1 day.

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