Thursday, September 18th, 2025

🎯πŸ’₯ Markets Are Moving. CEOs Are Buying. Deals Are Flying. Here’s Your Power Recap Across SG | MY | HK | US

πŸ‡ΈπŸ‡¬ SINGAPORE: Big Bank Moves, Billion-$ Wins & a CEO Swipe
πŸ“‰ [SGX: O39] OCBC beat estimates despite a 5% dip in Q1 net profit to S$1.88B. Interest income slid, but trading & insurance picked up the slack. NPL ratio down to 0.9%. Stock dipped 0.7%. 🏦πŸ”₯

πŸš€ [SGX: S63] ST Engineering locked in $4.4B in new contracts (Defense, Aerospace, Satcom)β€”Q1 revenue up 8% to $2.9B. Interim dividend: 4Β’. US tariffs? “No sweat.” πŸ’£βœˆπŸ“‘

πŸ’° [SGX: U11] UOB CEO Wee Ee Cheong just scooped up 100K shares (S$3.45M) after reporting $1.49B Q1 profit. Flat y-o-y, but confidence? Sky high. πŸš€πŸ“ˆ

πŸ”§ [ASX: CVL] Civmec’s net profit sliced in half to A$8M. Revenue fell hard, but it bagged A$285M in new contracts. Order book? Now A$760M+. Eyes on Aussie naval infra boom. βš™πŸ› 

πŸ” [SGX: C52 | SGX: V01] Vicom (of ComfortDelGro) saw vehicle testing boom. PATMI +7.4% to $7.52M; revenue +18.9%. 53K OBUs installed πŸš—πŸ“‘. Trade tensions could sting non-vehicle ops.

πŸ“Š [SGX: O10] Far East Orchard’s Q1 profit doubled to $17.1M, thanks to a one-off gain from Woods Square. But hospitality dragged. PBSA & UK property? Shining. πŸ˜πŸ‡¬πŸ‡§

πŸ‡­πŸ‡° HONG KONG: AI Flex, ETFs Pump, Macau’s Hot
πŸ€– [00700.HK] Tencent +1.7% as its AI unit stuns with new text-to-image tech. Short interest high, but bulls are louder. πŸš€πŸ§ 

🐾 [09888.HK] Baidu debuts AI that translates animals. Not kidding. πŸ•βž‘πŸ“±

πŸ”‹ [300750.SZ] CATL’s β€˜Tianxing’ battery gets national approvalβ€”first of its kind. πŸ”Œβš‘

🧱 [3908.HK] CICC flags tailwinds for Chinese banks with PBOC easing moves. πŸ¦πŸ’Ό

🎰 [0027.HK] Galaxy Ent Chair says no tariff impact in Macau. May Day Golden Week turnover? Double-digit growth. πŸ’ΈπŸ¨

πŸš— [00175.HK] Geely Auto +2% on Zeekr privatization optimism. JPM, CLSA, BOCI all bullish. πŸ”§πŸ”‹

πŸ›  [02333.HK] GWMotor upgraded by HSBC with TP raised to HK$11.9. Q2 rebound expected. πŸ“ˆ

πŸ“¦ [9618.HK | 9988.HK] JD-SW & Alibaba forecasted to post 12% & 32.5% earnings growth. Retail revival in action. πŸ›’πŸ’₯

🎯 [09866.HK] Horizon Robotics to ship 4M+ ADAS chips this year. 🚘🧠

πŸ’Ό [0823.HK | 1972.HK | 0083.HK] Link REIT, Swire, Sino Land picked by JPM as HIBOR falls. Property cheer incoming? 🏒

πŸ₯‡ [2899.HK] Laopu Gold +4.4% after placing shares to raise HK$2.7B. πŸ’°πŸͺ™

πŸ“ˆ [07788.HK] XL2CSOPNVDA ETF rockets +10.8%. Tech bulls partying. πŸŽ‰πŸ“Š

πŸ‡²πŸ‡Ύ MALAYSIA: Dividends Up, CEOs Out, Orders In
πŸ’Έ [KL:PBBANK] Public Bank lifts payout to 60% of net profit for 2025. Says tariff risk β€œmanageable.” πŸ¦πŸ›‘

🎲 [KL:GENM] Genting Malaysia grilled by Bursa over its US$41M buyout of Empire Resorts. 20 questions & counting… πŸ•΅πŸ’Ό

🧾 [KL:GPACKET] Green Packet to slash RM340M in capital to clean up balance sheet. Losses since 2017. πŸ§ΉπŸ“‰

⚠ [KL:HHRG] HHRG sacks CEO for misconduct. Boardroom drama tied to MG Furniture & major shareholder Cfamillie. 😬πŸͺ‘

πŸ— [KL:KERJAYA] Kerjaya Prospek lands RM162M Johor project. YTD wins now RM870M. On track to hit RM1.6B target. 🚧πŸ”₯

πŸ› [KL:PAVREIT] Pavilion REIT NPI up 5% to RM142.75M. Elite Pavilion Mall & Bukit Jalil doing the heavy lifting. πŸ¬πŸ“ˆ

πŸ“‰ [KL:PENTA] Pentamaster Q1 net profit -33% y-o-y to RM13.07M. Revenue down as clients pause orders. βš™πŸ˜“

πŸ₯€ [KL:BJFOOD] Berjaya Food posts 6th straight quarterly loss. Starbucks & KRR struggling. Net loss: RM37.19M. β˜•πŸ’”

πŸ‡ΊπŸ‡Έ US: Tariffs, Tech & Trade Shake Up Wall Street
πŸ“ˆ [INDEXDJX: .DJI] Dow +254pts, [INDEXSP: .INX] S&P +0.58%, [INDEXNASDAQ: .IXIC] Nasdaq +1.07% β€” markets jump on Trump-UK trade deal optimism. 10% baseline tariff stays. πŸŽ―πŸ‡ΊπŸ‡ΈπŸ‡¬πŸ‡§

πŸ” [NASDAQ: GOOGL] Google +2% after shutting down Safari search rumors. Search is alive & clicking. πŸ’»πŸ§ 

πŸ›« [NYSE: BA] Boeing +3% on trade deal buzz. Multi-billion aircraft order incoming? ✈

πŸ’” [NASDAQ: AFRM] Affirm -8% after soft Q4 guidance missed estimates. πŸ’³πŸ“‰

πŸ“Œ [NYSE: PINS] Pinterest +16% after big Q1 beat & strong Q2 outlook. πŸ“πŸ”₯

πŸͺ™ [NASDAQ: COIN] Coinbase -3% post weak Q1 revenue: US$2.03B vs US$2.12B estimate. πŸ’Έ

πŸ₯— [NYSE: SG] Sweetgreen -8% after cutting full-year EBITDA guidance. πŸ₯¬πŸ˜’

🎯 [NASDAQ: TTD] Trade Desk +13% after blowing past Q1 estimates. πŸ’°πŸŽ―

πŸ’Ύ [NASDAQ: MCHP] Microchip Tech +7% on upbeat Q1 guidance. πŸ’»πŸš€

πŸ₯€ [NASDAQ: MNST] Monster Beverage -2% after sales miss. US$1.85B vs US$1.98B expected. πŸ§ƒπŸ“‰

🎬 [NASDAQ: PARA] Paramount beats with US$7.19B revenue, adds 1.5M subs to Paramount+. Sonic 3 a hit. Tariff lawsuit w/ Trump looms. πŸ“ΊπŸ’₯

πŸ›’ [CRUDE] Brent +2.8% to US$62.84, WTI +3.2% to US$59.91. Trade talk hopes pump prices; tariff risk replacesΒ warΒ risk.Β πŸŒπŸ’Έ

Thank you

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