Bunny Hill
L1 4.0 amendment samdt938-118

samdt938-118

Amendment to: FY2024 National Defense Authorization Act (NDAA, Senate vehicle)

Why China-relevant: SUSPENSION OF NORMAL TRADE RELATIONS WITH PEOPLE'S REPUBLIC OF CHINA

Sponsor: Lankford, James

Timeline

  1. Filed
  2. Passed chamber (vote) [senate]vehicle

Vehicle: FY2024 National Defense Authorization Act (NDAA, Senate vehicle)

  1. Introduced
  2. Passed committee
  3. Passed Senate
  4. Passed House
  5. Sent to President
  6. Became law

done next step still ahead did not advance

Stage: Died in the 118th Congress

Resolved. Model had estimated 66% to become law

  • + Is/rides a must-pass vehicle (NDAA or appropriations)
  • + Sponsor chairs a committee the bill was referred to
  • − No cosponsors
  • − No companion bill in the other chamber
  • − Sponsor's party does not control both chambers

Legislative likelihood — a tracking indicator, not investment advice.

Signals — secondary, directional

PRC retaliation risk high Hawkishness 5

Directional context (see Methodology); the pinned, high-confidence axes are relevance and asset impact.

Shares that might be influenced

Each sector shows a direction (which way its China-related names are pushed) and, for precise mappings, how hard this bill hits the sector — rated marginal → very strong (1–5). Hover any chip for its definition. The headline 0–5 impact is at the top of the card.

China ADRs (Broad) negative very strong (5/5) precise 286 names

Conditional PNTR suspension is a sweeping tariff threat tied to Taiwan aggression.

Top 10 of 286 by market cap Full roster · Premium

Ticker Name (Local) Name (EN) Restriction Lists
9988.HK 阿里巴巴-W Alibaba Group Holding Limited 1260H
9618.HK 京东集团-SW JD.com, Inc.
9961.HK 携程集团-S Trip.com Group Limited
2057.HK 中通快递-W ZTO Express (Cayman) Inc.
PDD 拼多多 PDD Holdings (ADR)
9987.HK 百胜中国 Yum China Holdings, Inc.
1179.HK 华住集团-S H World Group Limited
9901.HK 新东方-S NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC.
2076.HK BOSS直聘-W KANZHUN LIMITED
9896.HK 名创优品 MINISO Group Holding Limited
+276 more
Defense / Taiwan negative strong (4/5) precise 6 names

Economic deterrent is directly linked to Taiwan contingency.

Top 6 of 6 by market cap

Ticker Name (Local) Name (EN) Restriction Lists
2330.TW TSMC
BA Boeing
GD General Dynamics
LMT Lockheed Martin
NOC Northrop Grumman
RTX RTX Corp