#Markets #Stocks #TradeTalks #Tariffs #InvestSmart
📰 $DJI $SPX $IXIC
📉 Dow slips 119 pts ahead of key U.S.-China talks.
📊 S&P 500 dips 0.07%, Nasdaq flat.
👉 Trump hints at 80% China tariff (vs. 145% now).
📍 Market watching Bessent-Lifeng meeting in Switzerland closely.
📈 $AFRM
Affirm Holdings pops on upgrade.
Susquehanna lifts rating to “positive” after strong Q3.
📌 Affirm Card volume up 115%!
💸 Price target: $65 — ~20% upside potential.
📉 $F $DAL $SNAP $MAT $WFC
Wells Fargo says: earnings pullback? Not yet.
Only 13 companies pulled guidance this season.
Optimism rising despite tariff clouds. 🌥
📦 $TPR
Morgan Stanley upgrades Tapestry (Coach, Kate Spade) to Overweight.
TP raised to $90. Mgmt shrugs off tariff worries.
📈 Stock up 19% YTD.
⚡ $MNST
Monster Beverage hits ATH… then fizzes.
🥤 Up 2% intraday — a 392,000% return since 1995 (!).
📉 Closed nearly -2% after missing revenue forecasts.
🏥 $GEHC
Bank of America backs GE Healthcare as top medtech winner from China trade deal.
📉 Stock down 12% QTD on tariff fears.
A cut from 145% → 80% could revive sentiment.
🛢 $EQT $XPD $APA $BKR $XLE
Energy stocks 🔥 on oil price spike.
📈 EQT & Expand Energy rise 2%+, APA +1.8%, BKR +1.6%.
🛢 WTI tops $60. Brent ends week +4%.
💳 $BAC
Consumer spending soft in April per Bank of America.
Flat MoM, just +1% YoY.
Weakness in airlines, clothing, home improvement.
📦 Online electronics rose — maybe tariff-fueled?
📊 $PINS $COIN $SG $TTD $MCHP
Earnings Blitz! Winners & Losers:
✅ Pinterest ($PINS) +15% on strong Q2 guide
❌ Coinbase ($COIN) -3% on weak Q1
❌ Sweetgreen ($SG) -8% after lowering EBITDA outlook
✅ Trade Desk ($TTD) +13% after solid beat
✅ Microchip Tech ($MCHP) +7% on upbeat forecast
🔵 $00023.HK
Bank of East Asia insiders buy stake from SMBC.
David Li, Penny Poon & Arthur Li scoop ~53M shares.
💰 Deal worth $500M+.
🚗 $02238.HK
GAC Group reports April sales down 12.66% YoY.
📉 Production also down 25.74%. Weak demand bites.
Tariff talk heats up.
Trump floats 80% rate on Chinese goods (vs. 145%).
Treasury Sec. Bessent & China’s He Lifeng to meet in Geneva.
Rare earth export ban on table.
🏭 $00981.HK $1347.HK $0012.HK $0016.HK
HSI closes +91 pts. Winners & losers:
❌ SMIC -4.8% on Q1 miss
❌ HUA HONG SEMI dips
✅ HENDERSON LAND +6%
✅ SHK PPT rallies
📈 $03068.HK $03046.HK $83046.HK $03009.HK $03179.HK
ETH ETFs skyrocket:
🟢 FA CSOP ETH +23.5%
🟢 CAM ETH +23.3%
🟢 BOS HSK ETH +22.9%
#CryptoETF #ETH
📉 $42R.SI – Jumbo Group
Earnings down 10.6% to $7.9M in 1HFY2025.
Revenue up slightly but dragged by weak China, SG performance.
Declared 0.5 cent dividend. Margins squeezed.
🚀 $S59.SI – SIA Engineering
Full-year earnings soared 43.8% to $139.6M.
Revenue +13.8% to $1.245B on MRO demand.
Final dividend: 7 cents. Expanding ops in Asia.
🤝 $C09.SI – CDL
Failed to hit 90% in MCK takeover.
Raised stake to 83.9% after NZ$23.8M offer.
No new bid for 9 months.
💊 $1J5.SI – Hyphens Pharma
Now owns 82% of Ardence Pharma after 2nd tranche ($3.35M).
FY2024 revenue jumped 14.6% to $195.4M. Ardence contributed $7.2M.
⚙️ $558.SI – UMS Holdings
Flat earnings at $9.8M.
Revenue +7% to $57.65M, Malaysia sales up 287%!
Declared 1 cent dividend. IS sales fell 8%.
🚌 $S61.SI – SBS Transit
1QFY2025 earnings down 6.2% to $15.94M.
Revenue -4.7% due to loss of Jurong West bus package.
Rail ridership up. Bid submitted for PT220 Tampines.
📡 $CC3.SI – StarHub
Q1 net profit dropped 18.4% to $31.8M.
Managed services & broadband helped offset declines.
EBITDA -5.2% at $100.2M. Scaling up enterprise & M&A.
🏦 $O39.SI – OCBC
Paid out 41c dividend + 16c capital return.
NII fell 4%, but non-interest income rose 15%.
Set aside $118M provisions. Guidance unchanged.
✈️ $C6L.SI – SIA
Bought 3,000 tonnes of SAF from Neste & World Energy.
Offset 9,500+ tonnes of CO₂.
Still targeting 5% SAF by 2030, net-zero by 2050.
🚢 $5LY.SI – Marco Polo Marine
1HFY2025 earnings slipped 3.4% to $10.6M.
Shipyard rev down, but chartering boosted margins.
New Wind Archer vessel expected to lift H2.
🥛 $F99.SI – Fraser & Neave (F&N)
1HFY2025 earnings hit $84.1M (+0.3% YoY).
Revenue +13% to $1.21B, strong dairy & beer sales.
1.5 cent interim dividend. AgriValley expansion underway.
🏗️ $TQ5.SI – Frasers Property
Earnings up 147.6% to $142.2M.
Rev up 2.7% to $1.59B.
Pivoting to recurring income. Debt-to-equity now 88.5%.
🍻 $Y92.SI – ThaiBev
1HFY2025 earnings down 3.2% to THB14.71B.
Revenue flat at THB177.6B.
Spirits business soft, but beer rev strong. Dividend: THB 0.15.
📡 $S63.SI
ST Engineering hits 52-wk high!
Q1 rev +8% to S$2.9B
🛡 Defence up 18%
📦 Order book: S$29.8B
📈 Interim div: 4 cents/share
#Aerospace #Defence #SingaporeStocks
🛢 Oil Market
Brent +1.7%, WTI +1.9%
Hopes rise on U.S.-UK deal and U.S.-China talks.
🛢 Outlook still cloudy with Iran/Russia sanctions & OPEC+ supply increases.
Thank you
