
Next Week's Memo
November 24 (Monday)
Japan holiday market closed
Singapore October CPI year-on-year: forecast up 0.9%; previous value up 0.7%
Taiwan October unemployment rate: previous value 3.35%
Germany November IFO Business Climate Index: previous value 88.4
Germany November IFO Current Assessment Index: previous value 85.3
Germany November IFO Business Expectations Index: previous value 91.6
United States October Chicago Fed National Activity Index
United States November Dallas Fed Manufacturing Activity Index: previous value negative 5
New stock listing: Innovation Industry (02788.HK)
Earnings announcements: Tuya-W (02391.HK), Hong An Real Estate (01243.HK), China Wangwang (00151.HK), Wen Yuan Zhi Xing-W (00800.HK)
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
November 25 (Tuesday)
South Korea November Consumer Confidence Index: previous value 109.8
Taiwan October Industrial Production year-on-year: forecast up 15.5%; previous value up 15.48%
Hong Kong October export year-on-year: previous value up 16.1%
Hong Kong October import year-on-year: previous value up 13.6%
Germany Q3 seasonally adjusted GDP quarter-on-quarter final value: initial value unchanged
Germany Q3 unadjusted GDP year-on-year final value: initial value up 0.3%
Germany Q3 working-day adjusted GDP year-on-year final value: initial value up 0.3%
United States September retail sales month-on-month: previous value up 0.6%
United States September PPI month-on-month: previous value down 0.1%
United States September core PPI month-on-month: previous value down 0.1%
United States September PPI year-on-year: previous value up 2.6%
United States September core PPI year-on-year: previous value up 2.8%
United States August business inventories month-on-month: previous value up 0.2%
United States September FHFA House Price Index month-on-month: previous value up 0.4%
United States November Richmond Fed Manufacturing Index: previous value negative 4
United States November Conference Board Consumer Confidence Index: forecast 93.3; previous value 94.6
United States October existing home sales month-on-month: previous value unchanged
United States October unadjusted existing home sales year-on-year: previous value up 1.5%
Earnings announcements (U.S. stocks): Dell Technologies (DELL.US), HP (HPQ.US), Best Buy (BBY.US), Atour (ATAT.US) Earnings Announcement (Hong Kong Stocks): Alibaba Health (00241.HK), Li Auto (02015.HK), China Dongxiang (03818.HK), China Education Group (00839.HK), Tsui Wah Holdings (01314.HK)
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
November 26 (Wednesday)
The UK government publishes the autumn budget
The Reserve Bank of New Zealand holds a monetary policy meeting, expected to cut the benchmark interest rate by 25 basis points to 2.25%
Australia's annual construction completion rate: Previous value 4.8
Australia's October CPI annual rate: Expected to rise 3.5%; Previous value rose 3.5%
Australia's third quarter construction completion quarterly rate: Expected to rise 0.3%; Previous value rose 3%
Japan's October corporate service price index annual rate: Expected to rise 2.7%; Previous value rose 3%
Japan's September leading index monthly final value: Initial value 108
Japan's September coincident index monthly final value: Initial value 114.6
Japan's October machine tool orders annual final value: Initial value rose 16.8%
Singapore's October industrial output annual rate: Expected to rise 5.9%; Previous value rose 16.1%
Singapore's October industrial output monthly rate: Expected to decline 9.5%; Previous value rose 26.3%
The number of mortgage applications in the US last week: Previous value fell 5.2%
The number of new unemployment claims in the US last week: Previous value 220,000
US September durable goods orders monthly initial value: Previous value rose 2.9%
US September core durable goods orders monthly initial value: Previous value rose 0.3%
US November Chicago PMI: Previous value 43.8
Earnings Announcement: Alibaba Health (00241.HK), Li Auto (02015.HK), China Dongxiang (03818.HK), China Education Group (00839.HK), Tsui Wah Holdings (01314.HK)
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ November 27 (Thursday)
U.S. Thanksgiving holiday market closure
The U.S. Federal Reserve publishes the Economic Beige Book
South Korea's central bank holds a monetary policy meeting, expected to maintain the benchmark interest rate at 2.5%
New Zealand's Q3 inflation-adjusted retail sales quarterly rate: forecast to rise 0.6%; previous value rose 0.5%
New Zealand's November ANZ Business Confidence Index: previous value 58.1
Australia's Q3 private capital expenditure quarterly rate: forecast to rise 0.7%; previous value rose 0.2%
China's October industrial profits of large-scale enterprises year-on-year: previous value rose 21.6%
Germany's December GfK Consumer Confidence Index: previous value -24.1
Germany's October retail sales month-on-month: previous value revised to no change
Germany's October retail sales year-on-year: previous value revised to rise 2.7%
Italy's November Istat Consumer Confidence Index: previous value 97.6
Italy's November Istat Economic Sentiment Index: previous value 94.3
Italy's November Istat Manufacturing Confidence Index: previous value 88.3
Eurozone's October M3 money supply year-on-year: previous value rose 2.8%
Eurozone's November Consumer Confidence Index final value: initial value -14.2
Eurozone's November Economic Sentiment Index: previous value 96.8
Eurozone's November Industrial Sentiment Index: previous value -8.2
Eurozone's November Services Sentiment Index: previous value 4
Italy's September seasonally adjusted industrial sales month-on-month: previous value fell 0.7%
Italy's September adjusted industrial sales year-on-year: previous value fell 0.1%
Canada's Q3 current account: forecast deficit CAD 14.42 billion; previous value deficit CAD 21.16 billion
New stock listing: Quantitative Group (02685.HK)
Earnings announcements: Bosideng (03998.HK), Cafe de Coral (00341.HK), Fairwood (00052.HK), Garmin Group (01271.HK), Luk Fook (00590.HK), Far East Consortium (00035.HK), Capital Strategy Realty (00497.HK), Virginie (02199.HK)
-------------------------------------------------------------------------------------------------------------------------------------------------
November 28 (Friday)
U.S. Thanksgiving holiday half-day market
New Zealand's November ANZ Consumer Confidence Index: previous value 92.4
Australia's October private sector loan month-on-month: forecast to rise 0.6%; previous value rose 0.6%
Australia's October private sector loan year-on-year: previous value rose 7.3% South Korea October industrial output year-on-year: forecast unchanged; previous value up 11.6%
South Korea October industrial output month-on-month: forecast to rise 1.4%; previous value down 1.2%
Japan October unemployment rate: forecast 2.5%; previous value 2.6%
Japan November Tokyo CPI year-on-year: forecast up 2.7%; previous value revised to up 2.7%
Japan November Tokyo core CPI year-on-year: forecast up 2.7%; previous value up 2.8%
Japan October retail sales month-on-month: forecast up 0.9%; previous value revised to unchanged
Japan October retail sales year-on-year: forecast up 0.8%; previous value revised to up 0.2%
Japan October industrial output year-on-year preliminary: forecast to decline 0.4%; previous value up 3.8%
Japan October industrial output month-on-month preliminary: forecast to decline 0.6%; previous value up 2.6%
Japan October new housing starts year-on-year: forecast down 4.9%; previous value down 7.3%
Taiwan Q3 GDP year-on-year preliminary: forecast up 7.6%; previous value up 7.64%
India October industrial production year-on-year: forecast up 2.8%; previous value up 4%
India Q3 GDP year-on-year: forecast up 7.3%; previous value up 7.8%
Switzerland Q3 seasonally adjusted GDP quarter-on-quarter final value: preliminary down 0.5%
France November consumer confidence index: previous value 90
France October household consumption expenditure month-on-month: previous value up 0.3%
France October household consumption expenditure year-on-year: previous value down 0.3%
France November harmonized CPI month-on-month preliminary: previous value up 0.1%
France November harmonized CPI year-on-year preliminary: previous value up 0.8%
France November CPI month-on-month preliminary: previous value up 0.1%
France November CPI year-on-year preliminary: previous value up 0.9%
France Q3 GDP quarter-on-quarter final value: preliminary up 0.5%
France Q3 GDP year-on-year final value: preliminary up 0.9%
France October PPI month-on-month: previous value down 0.2%
France October PPI year-on-year: previous value up 0.1%
Italy Q3 GDP quarter-on-quarter final value: preliminary unchanged
Italy Q3 GDP year-on-year final value: preliminary up 0.4%
Italy Q3 harmonized CPI year-on-year preliminary: previous value up 1.3%
Italy Q3 harmonized CPI month-on-month preliminary: previous value down 0.2%
Italy November CPI year-on-year preliminary: previous value up 1.2%
Italy November CPI month-on-month preliminary: previous value down 0.3%
Germany November seasonally adjusted unemployed persons: previous value decreased by 1,000
Germany November seasonally adjusted unemployment rate: previous value 6.3%
Germany November CPI month-on-month preliminary: previous value up 0.3% Germany's November CPI year-on-year preliminary value: previous value increased by 2.3%
Germany's November harmonized CPI month-on-month preliminary value: previous value increased by 0.3%
Germany's November harmonized CPI year-on-year preliminary value: previous value increased by 2.3%
Canada's Q3 GDP annualized quarterly rate: forecast to increase by 0.5%; previous value decreased by 1.6%
Canada's September GDP month-on-month rate: forecast to increase by 0.2%; previous value decreased by 0.3%
Canada's September GDP year-on-year rate: forecast to increase by 0.6%; previous value increased by 0.7%
New stock listing: Haiwei Co., Ltd. (09609.HK)
Earnings announcements: Meituan-W (03690.HK), China Gas (00384.HK), Emperor International (00163.HK), Yingtong Holdings (06883.HK)
\* Fastest announcement on the same day

