[뉴스노트] 9월 둘째 주 (9/11-9/15)

9/11/23 Mon

• NY Times: Chinese Government could ban Apple for government employees; China is fifth of Apple’s revenue; Apple manufacturing in China
• Billboard: Round Hill shares spike on acquisition news, Hipgnosis stock benefits too
  • Concord plans to buy Round Hill music royalty fund
  • Discount at 9.7% to Net Asset Value—this is great
  • Round hill & Hipgnosis: Double digit gain
• Finimize: Apple having bitter time at China; Getir (Turkish grocery app) valuation plunge
  • Apple sales can dent; But Apple has millions of workers in China
  • Getir: one of the biggest funding of year

9/12/23 Tues

• NY Times: Lydia flood catastrophe; dam fell;
  • Google Antitrust trial; monopoly; deals with Apple and Samsung to default browser on their products
• Finimize: US autoworkers on strike (GM, Ford, etc.); instacart ipo (9bn valuation post pandemic ; 38bn before)

9/13/23 Wed

• Finimize: Global oil demand about to peak; Oracle measly sales - slowing growth in cloud sales
  • It’s beginning of the end for global oil demand
• Markets Insider: Goldman Sachs report on consumer price- car prices should fall, transportation price increase (surge in jet fuel prices), Shelter inflation will remain roughly at its current pace
• SLB (oilfield services company) - AVOID / BLDR - HOLD

9/15/23 Fri

• Finimize: Chinese EV is growing
• NY Times: Arm (British chip company owned by Softbank) IPO has positive outlook on further IPOs and tech industry in general; biggest IPO in 2023; raised $4.87B for $51 per share