Sign In
News Digest /
Lukas Schmidt
Author: Lukas Schmidt
08:30am, Wednesday, Sep 03, 2025
CADE probes Anglo American's (AAL) sale of Brazilian nickel to MMG after a CoreX complaint. Up to $500M deal faces regulatory risk; market muted - timing, potential remedies and outcome remain uncertain.
03:49am, Wednesday, Sep 03, 2025
Suntory Holdings (TSE:2587) chief Takeshi Niinami resigned after reports of a Fukuoka police probe into THC-containing supplements sent to his home. He denies any legal breach; succession and reputational risk may pressure the stock.
03:44am, Wednesday, Sep 03, 2025
China's 80th Victory Day parade - Xi beside Putin and Kim - unveiled ICBMs, hypersonics, AI drones, giant unmanned subs and info‑war units. Markets: defense primes (LMT, NOC, RTX), semiconductors (TSM, ASML) and shipbuilders watched.
08:11am, Tuesday, Sep 02, 2025
AMZN fell ~1.2% premarket after Prime added 5.4M U.S. members over the 3‑week lead-in + July 8-11 sale-about 2% below last year and internal targets. Four‑day flash beat goals; pre-event sign‑ups lagged.
06:41am, Tuesday, Sep 02, 2025
Macquarie Group (MQG) AirFinance added 30 Boeing 737-8s, raising its 737 MAX commitments to 70 with deliveries through 2032-boosting fleet renewal and fuel efficiency while concentrating lease-rate and residual-value exposure; watch Boeing (BA).
06:30am, Tuesday, Sep 02, 2025
Tesla (TSLA) China deliveries fell 4% YoY in Aug, but Shanghai production/shipments jumped 22.6% MoM to 83,192. Model Y refresh and price cuts boost exports; BYD slowdown and Xiaomi launches heat competition; Europe sales plunged ~40%.
06:27am, Tuesday, Sep 02, 2025
Suntory Beverage & Food (TSE:2587) CEO Takeshi Niinami resigned Sept 1 after a Fukuoka police probe into a supplement he purchased that may contain cannabis-derived substances. No illegal use confirmed; succession and PR risks could unsettle the stock.
06:24am, Tuesday, Sep 02, 2025
Evergrande liquidators ask HK court to appoint receivers to trace founder Hui Ka Yan's undisclosed assets, aiming to claw back about $6B. Offshore freezes target Hui and ex‑wife; court to rule Dec. 2.
06:21am, Tuesday, Sep 02, 2025
Nestle (SIX:NESN) sacks CEO Laurent Freixe over a rule-breaching relationship; Philipp Navratil named successor. Stock down ~1.9% premarket amid governance concerns, weak volumes, vitamins unit review and ~30% 5‑yr slide.
05:50am, Tuesday, Sep 02, 2025
Deutsche Bank upgraded Ferrari (RACE) to Buy, raising its target to €520 (from €430), citing >30% EBIT margins, a €3B buyback (~4% market cap) and F80-driven earnings upside that could lift 2026 forecasts ~5%; stock +1.6%.
05:46am, Tuesday, Sep 02, 2025
Oil jumps as Brent hits $69.27 and WTI $65.78 after Ukrainian strikes wiped ~1.1M bpd of Russian refining capacity. Traders now watch OPEC+ Sept. 7 meeting and U.S. jobs data for demand cues and Fed policy implications.
10:11am, Monday, Sep 01, 2025
Audi, part of Volkswagen, is targeting ~2 million annual cars long-term (≈20% above 2024), aims 1.7-1.8M in 2025, and plans U.S. expansion to double U.S. sales amid steep 27.5% import tariffs.
09:18am, Monday, Sep 01, 2025
Afghanistan earthquake: Magnitude-6 quake kills at least 800, injures ~2,800, flattening mudbrick villages. Aid funding down to $767M (vs $3.8B in 2022). Limited direct market impact; possible short-term safe-haven bids and later reconstruction demand.
08:29am, Monday, Sep 01, 2025
Ciudad Juárez maquiladoras shed 64,000 jobs in two years as Chihuahua manufacturing FDI plummets 56%
Ciudad Juárez maquiladoras lost 64,000+ jobs (Jun 2023-Jun 2025) as manufacturing FDI plunged. Firms cite U.S. tariffs, wage hikes and policy risk; suppliers like Lear are relocating lines, pressuring margins and supply chains.
