GREATER CHINA Strategy Alpha Picks: May Conviction Call: Adding CR Beer, Crystal, Geely, Haier, Kuaishou, Ningbo Tuopu, Pinduoduo, Shenzhou, and Tencent to our BUY list, closing out SELL calls. INDONESIA Strategy Alpha Picks: Slight Outperformance In A Bear Market: Our picks are BSDE, TLKM, ACES, BBTN, CMRY, SIDO, JSMR and AKRA. MALAYSIA Strategy Alpha Picks: Well-Positioned For 1Q Results Season: Our April picks again beat the KLCI. May 24 picks: GENM, Inari, Mah Sing, MrDIY, MYEG, Press Meta...
GREATER CHINA Strategy Alpha Picks: May Conviction Call Adding CR Beer, Crystal, Geely, Haier, Kuaishou, Ningbo Tuopu, Pinduoduo, Shenzhou, and Tencent to our BUY list, closing out SELL calls. Small-Mid Cap Monthly Reiterate BUY on Crystal International. Sector Automobile Weekly: EV sales pick up; take...
The HSI and MSCI China rose 7.4% and 6.4% mom respectively in April, lifted by news of a stock connect scheme expansion and further easing of restrictions on property purchases in China. With the July Politburo likely to see further supportive policy rollout, we are adding beneficiaries of improving domestic consumption − CR Beer, Crystal, Geely, Haier, Kuaishou, Ningbo Tuopu, Pinduoduo, Shenzhou and Tencent − to our BUY list, and closing out our SELL calls.
RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)-- Lenovo Group (HKSE: 992) (ADR: LNVGY) today announced a comprehensive new suite of purpose-built AI-centric infrastructure systems and solutions to advance Hybrid AI innovation from edge to cloud. Lenovo is delivering GPU-rich and thermal efficient solutions intended for compute intensive workloads across multiple environments and industries. In industries such as financial services and healthcare, customers are managing massive data sets that require extreme I/O bandwidth and Lenovo is providing the IT infrastructure solutions vital to managemen...
Rakuten has seen stronger customer growth recently. In this note, we analyse whether Rakuten is on track to hit its target 8-10m customers and ¥2,500-3,000 ARPU by year end, and what this means for Rakuten’s target EBITDA breakeven by Dec 2024.
KYOTO, Japon--(BUSINESS WIRE)-- Murata Manufacturing Co., Ltd. (TOKYO : 6981) (ISIN : JP3914400001) a le plaisir d’annoncer un matériau catalytique révolutionnaire en céramique conçu pour réduire l’impact des systèmes d’échappement des gaz industriels. Un fabricant chinois (F-Tech), appelé Shanghai FT Technology Co., Ltd, fabrique et vend des catalyseurs céramiques utilisant ce matériau. Contrairement aux catalyseurs traditionnels utilisés dans les systèmes de traitement des gaz d’échappement, cette solution céramique ne contient pas de métaux précieux et réduit considérablement la consommatio...
Recent news of leading foundries raising investments in US fabs, and TSMC’s elevated expansion into CoWoS in 2025 after positive initial reception/analysis of NVIDIA’s new GB200 Superchip, represents the semi industry’s optimism on GenAI-driven demand in both the short and long term. This can also further lift the market’s confidence in the sustainability of AI-related investments in the coming years, which can in turn drive another round of upward revisions in market/earnings forecasts. Maintai...
KYOTO, Japan--(BUSINESS WIRE)-- Murata Manufacturing Co., Ltd. (TOKYO: 6981) (ISIN: JP3914400001) is pleased to announce a revolutionary ceramic catalyst material designed to reduce the impact of industrial gas exhaust systems. A Chinese manufacture (F-Tech), called Shanghai FT Technology Co., Ltd, makes and sells ceramic catalysts using this material. Unlike traditional catalysts in exhaust treatment systems, this ceramic solution does not contain any precious metals, and it significantly reduces both the consumption of the natural gas used for treatment and CO2 emissions. This press release...
GREATER CHINA Strategy Alpha Picks: April Conviction Calls: Adding AIA, Midea, Hansoh Pharmaceutical, Shenzhen Inovance and Trip.com to our BUY list, with SELL calls on BYD, EVE Energy, and Li Auto. INDONESIA Strategy Alpha Picks: Outperformance In Mar 24 and 1Q24: Our picks are ACES, BBTN, CMRY, SIDO, EXCL, MAPI, JSMR, CTRA, and AKRA. MALAYSIA Strategy Alpha Picks: Expanding The Variety Of Events Bets: Our Alpha Picks trounced the KLCI in Mar 24. Apr 24 picks: GENM, Inari, Mah Sing, MrDIY, MY...
OSAKA, Japon--(BUSINESS WIRE)-- Capcom Co., Ltd. (TOKYO:9697) annonce aujourd'hui que les ventes mondiales de Dragon’s Dogma 2 ont dépassé les 2,5 millions d'unités. Ce communiqué de presse contient des éléments multimédias. Voir le communiqué complet ici : Dragon's Dogma 2 is the latest game in Capcom's beloved action RPG series. (Graphic: Business Wire) Lancé douze ans après l'opus original, Dragon’s Dogma 2 est un jeu d’action se déroulant dans un monde ouvert tentaculaire offrant une grande liberté de gameplay. Le jeu permet d'évoluer dans un vaste environnement à la fois fantastique et t...
KYOTO, Japon--(BUSINESS WIRE)-- Murata Manufacturing Co., Ltd. (TOKYO : 6981) (ISIN : JP3914400001) a dévoilé aujourd’hui son module révolutionnaire de type 2GT, un module radio multibande à faible consommation (LoRa®) qui marque une avancée significative dans le développement de dispositifs IoT nécessitant une connectivité sans fil polyvalente. Ce module hautement intégré se distingue en offrant une solution complète qui répond aux exigences complexes des normes de certification mondiales, facilitant ainsi un déploiement transparent dans diverses régions et industries. Ce communiqué de press...
OSAKA, Japan--(BUSINESS WIRE)-- Capcom Co., Ltd. (TOKYO:9697) today announced that worldwide sales of Dragon’s Dogma 2 surpassed 2.5 million units. This press release features multimedia. View the full release here: Dragon's Dogma 2 is the latest game in Capcom's beloved action RPG series. (Graphic: Business Wire) Coming twelve years after the original, Dragon’s Dogma 2 is an action game set in a sprawling open world with a high degree of freedom. The game allows players to enjoy an intricately crafted, all-too-real fantasy setting while providing a taste of adventuring in a group of up to fo...
KYOTO, Japan--(BUSINESS WIRE)-- Murata Manufacturing Co., Ltd. (TOKYO: 6981) (ISIN: JP3914400001) today unveiled its groundbreaking Type 2GT module, a multi-band, low-power radio (LoRa®) module which marks a significant leap forward in the development of IoT devices requiring versatile wireless connectivity. This highly integrated module stands out by offering a comprehensive solution that caters to the complex demands of global certification standards, facilitating seamless deployment in diverse regions and industries. This press release features multimedia. View the full release here: [Mura...
OSAKA, Japon--(BUSINESS WIRE)-- Capcom Co., Ltd. (TOKYO : 9697), distinguée pour la deuxième fois en tant qu’éditeur de jeux vidéo le plus apprécié, se place au premier rang du classement annuel 2023 de l’Annual Game Publisher Rankings de Metacritic. Metacritic est un site web où les critiques de films, jeux vidéo, émissions de télévision ou albums du monde entier se voient attribuer une cote dont la moyenne pondérée est appelée « Metascore », 100 étant le score maximum possible. Chaque année, dans son Annual Game Publisher Rankings, Metacritic classe les éditeurs du monde entier sur la base...
OSAKA, Japan--(BUSINESS WIRE)-- Capcom Co., Ltd. (TOKYO:9697) was recognized as the most highly reviewed video game publisher for the second time, taking the number one spot for 2023 in Metacritic’s Annual Game Publisher Rankings. Metacritic is a website where reviews from critics around the world for movies, video games, TV shows, or albums, are assigned a score, the weighted average of which is called a “Metascore,” with 100 being the maximum score possible. Each year in their Annual Game Publisher Rankings, Metacritic ranks publishers worldwide based upon factors such as the average score...
SAN JOSE, Calif.--(BUSINESS WIRE)-- Today, at , a global AI conference, Lenovo announced new hybrid AI solutions, built in collaboration with NVIDIA, that deliver the power of tailored generative AI applications to every enterprise and cloud, bringing transformational capabilities to every industry. Stemming from the expanded engineering collaboration announced with NVIDIA during , the innovations help enterprises and cloud providers with the critical accelerated computing capabilities needed to succeed in the AI era, taking AI from concept to reality and empowering businesses to efficiently d...
We ran our Asia Telco tour last week. This time we met 12 companies in 3 countries (Korea, Japan, Thailand). Telco share prices in all 3 of these countries have been pretty strong recently as telcos continue to benefit from generally positive themes: growth, return on capital and shareholder remuneration are all typically improving.
ASEAN has long been considered one of the global auto markets with the best growth prospects, but expectations have not been met. With China in trouble and ASEAN auto sales lacklustre, Japanese automakers need to review their positioning in Asia. Analyst Julie Boote provides a short-term outlook for the ASEAN auto market, and discusses Japanese assemblers’ options within this context.
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