MENA Equity Research 14 October 2024 J P M O R G A N MENA Equities Geopolitical risk - impact on stocks and sectors | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------- ...

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Asia Pacific Economic Research 13 October 2024 J P M O R G A N China: CPI and PPI inflation both below expectations Domestic supply and demand imbalances linger on as policy redirection is still largely absent • September CPI moderated to 0.4%oya on a 0.1%m/m sa fall. Food prices inched up 0.2%m/m sa, vehicle fuel prices fell 2.8% m/m nsa, and core CPI inflation moderated to 0.1%oya on a 0.1%m/m decline. • Both service prices and residence costs fell 0.1% m/m sa in September. As summer vacation demand faded ...

Prices may vary in areas outside metABCD ropolitan Washington. ESu V1 V2 V3 V4 Democracy Dies in Darkness friday, october 11, 2024 . Sunny 71/51 • Tomorrow: Mostly sunny 80/57 B6 $3 ELECTION 2024 China uses antisemitic claims to sway races Fake accounts intend to amplify divisions in U.S., intelligence officials say BY JEREMY B. MERRILL, AARON SCHAFFER AND NAOMI NIX China is increasingly targeting downballot elections in America, according to a Washington Post analysis and senior U.s. intelligence officials ...

Financial Data and Key Metrics - The company's profit estimate for the third quarter has come in well below forecasts, indicating a significant underperformance [22] - The blue-chip CSI 300 and Shanghai Composite fell by roughly 7% in a day, marking their biggest daily declines since the start of the pandemic [16] Business Line Data and Key Metrics - Samsung Electronics has fallen behind competitors like Micron and SK Hynix in supplying chips for artificial intelligence, highlighting a competitive disadvantage in a key growth area [22] - Rio Tinto agreed to buy Arcadium Lithium for $6.7bn, making it one of the world's largest producers of lithium, a critical component for electric vehicle manufacturing [17] Market Data and Key Metrics - Chinese stockmarkets experienced a significant drop, with the CSI 300 and Shanghai Composite falling by roughly 7% in a single day, reflecting investor disappointment over the lack of additional stimulus measures [16] - Oil prices surged above $80 a barrel due to geopolitical risks and concerns about hurricanes in America's oil-producing Gulf region, before pulling back [18] Company Strategy and Industry Competition - Samsung Electronics issued a public apology for not meeting performance expectations, signaling a potential shift in strategy to regain market confidence [22] - Rio Tinto's acquisition of Arcadium Lithium positions the company as a major player in the lithium market, aligning with the growing demand for electric vehicles and renewable energy storage solutions [17] Management Commentary on Operating Environment and Future Outlook - Samsung Electronics acknowledged the challenging times, stating that "these are testing times" for the company, indicating a cautious outlook for the near future [22] - The company's management highlighted the need for strategic adjustments to address the competitive pressures in the semiconductor and AI sectors [22] Other Important Information - Chevron sold its assets in Canada's tar sands to Canadian Natural Resources for $6.5bn, reflecting a shift in focus within the energy sector [17] - The US Department of Justice proposed structural remedies for Google, including potential break-up measures, which could significantly impact the tech giant's market dominance [15] Summary of Q&A Session Question: What is the outlook for the lithium market? - Rio Tinto's acquisition of Arcadium Lithium for $6.7bn underscores the company's confidence in the long-term growth of the lithium market, driven by the increasing demand for electric vehicles and renewable energy storage [17] Question: How is Samsung Electronics addressing its competitive challenges? - Samsung Electronics has acknowledged its underperformance and issued a public apology, indicating a potential shift in strategy to regain its competitive edge in the semiconductor and AI sectors [22]

Prices may vary in areas outside metABCDE ropolitan Washington. SU V1 V2 V3 V4 Democracy Dies in Darkness thursday, october 10, 2024 . Sunny 65/47 • Tomorrow: Sunny 71/51 B6 $3 Records reveal few noncitizen votes in Va. Despite lack of evidence, Youngkin fuels fears and touts purge of voter rolls BY GREGORY S. SCHNEIDER AND LAURA VOZZELLA RICHMOND — Virginia Gov. Glenn Youngkin (R) has been warning that illegal immigration poses a threat to democracy as he campaigns this fall for former president Donald Tru ...

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M Update Podcast | Metals & Mining Tracker | Europe October 4, 2024 08:01 AM GMT Before & After China's policy shift became a pivotal moment for M&M equities, that have been trading at a steep discount relative to the market. We calculate a US$12bn EBITDA 'swing' in M2M 2025 EBITDA pre and post the policy announcement, as commodity prices have rallied. Preferred plays: RIO PLC, MT, NHY, KGHM. Play Audio | --- | --- | |------------------------------------------------------------------------------------------ ...

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27 September 2024 | 8:34AM HKT initial phase and more time is needed for it to become a mainstream device. Valuation looks fair, and we could consider a more positive stance if we see stronger-than-expected MR market demand or faster-than-expected market share expansion. GC Tech: Meta MR new launch; read across to supply chain and stock ideas | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------- ...