Thursday, July 31st, 2025

πŸ“’ Market Movers: AI, Retail, Hospitality & Logistics Lead the Charge!

πŸ“’ Market Movers: AI, Retail, Hospitality & Logistics Lead the Charge!
#SGX #KLSE #HKEX #NASDAQ #NYSE #Investing #EarningsSeason

πŸ“ˆ SGX:UD1U.SI (IREIT)
IREIT raises $85M via green notes at 6% due 2028β€”funding Berlin Campus revamp. Mixed-use milestone incoming by 2027.

πŸ“‰ SGX:1D0 (KIMLY)
Kimly’s 1H profit dips 15.6% y-o-y despite revenue rise. Retail drag + cost pressure hit bottom line. Interim dividend: 1Β’.

πŸ“Š SGX:OU8.SI (CENTURION)
Revenue up 13% y-o-y to $69M. Strong PBWA in SG/UK offsets MY/AU softness. Student segment also grows.

🚒 KLSE:7255 (NAMCHEONG)
Profit jumps 20% to RM31.1M. Revenue up 5% from fleet expansion & better charter rates. Margin hits 48%.

πŸ›οΈ SGX:O9E.SI (PARKSON)
Parkson’s earnings rise 21% to $14.7M on higher festive sales. Declares 4Β’ dividend.

πŸ’Ό SGX:544 (CSE GLOBAL)
Rev +4% to $205.5M, driven by U.S. automation biz. Order book dips, but oil & gas contract wins offset drop.

πŸͺ¨ SGX:RE4.SI (GEO ENERGY)
Earnings skyrocket 63% to US$14.1M. Sales volume doubles to 3.5M tonnes. US$100M investor injection planned.

πŸ“‰ SGX:V03.SI (VENTURE)
Revenue down 7.5% to $616.6M. EPS down 6.8%. Lifestyle tech softness lingers, but net profit still $55.9M.

🎰 SGX:G13.SI (GENTING SINGAPORE)
Q1 earnings slump 41% to $145M. Renovation & seasonality to blame. CEO Tan Hee Teck exits May 31.

🚌 SGX:C52.SI (COMFORTDELGRO)
Earnings up 19% to $48.3M. Revenue +16.4%. UK ops shine; marks 8th consecutive quarter of improvement.

🏭 MAPLETREE (Private)
Buys 18.11-acre site in Joliet, Illinois. Plans 276K sq ft logistics hub. Strengthens 10.3M sq ft Chicago footprint.

βš“ SGX:5LY.SI (MARCO POLO)
Darren Teo ups stake to 16.46% after buying 1M shares. Firm posted $10.6M in 1H earnings (-3.4% y-o-y).

🏨 SGX:ACV.SI (FHT)
Frasers Property relaunches bid to privatise Frasers Hospitality Trust at 71Β’ per unit. FHT last traded at 66.5Β’.

🏒 SGX:ODBU.SI (UHREIT)
Q1 gross revenue slips 2% to US$18.1M due to divestments. Occupancy: 97.2% (grocery), 93.6% (self-storage).

β˜• SGX:F03.SI (FOOD EMPIRE)
Rev up 16.3% to US$136.6M. Vietnam surges 44.6%, SEA surpasses Russia. Analysts raise TPs across the board.

🏒 SGX:C09.SI (CDL)
CDL to buy back 10% of its preference shares at $0.78. No voting rights, but tighter capital structure ahead.

πŸ“’ Want these weekly in your feed? Follow for more fast, fact-checked market recaps!
#Markets #SGXStocks #MalaysiaStocks #USMarkets #AsiaTech #DividendStocks #AI #RetailNews #Logistics #Earnings

πŸ” Tech Wobbles, Shipping Soars, and IPO Buzz Lights Up Hong Kong Markets!
#HKEX #TechStocks #Shipping #IPO #AI #ChinaMarkets #Investing

πŸ“± HKEX:9618 (JD.com)
🚨 JD Food Delivery glitch again! Repairs still ongoing 😬
πŸ’¬ Citi says “Buy” w/ TP: USD52. UBS less bullishβ€”trims to USD58.
πŸ“ˆ BOCI: JD among top southbound net inflow stocks.

πŸ“¦ HKEX:2618 (JD Logistics)
HTSC slashes earnings outlook πŸ“‰
CLSA trims TP to HKD15.7 but keeps Outperform. Rising costs may bite short term.

🚒 HKEX:316 (OOIL)
OOIL up 4%+ as China-Europe freight index futures surge 15%!
Shipping names cruising on strong momentum πŸŒŠπŸ“¦

πŸ”‹ HKEX:9696 (CATL)
CATL’s Hong Kong IPO priced at HKD263.
πŸ“ˆ Oversubscribed & drawing πŸ”₯ demand. EV battery beast gearing up for takeoff.

πŸ›’ HKEX:9988 (Alibaba Group)
BABA jumps 3%+ on spike in U.S. orders.
πŸ’° Some sellers raked in RMB1M+ via Alibaba.com.
Global e-commerce rebound in motion.

🏦 HKEX:2318, 1339, 2328, 3328, 6066 (PING AN, PICC Group, PICC P&C, BankComm, CZBANK)
πŸ“ˆ Insurance & bank stocks rally hard!
AIA (HKEX:1299) up 3%+
πŸ’Έ HSI midday +329 pts, driven by financials on institutional flows.

🎡 NYSE:TME (Tencent Music)
Q2 adj. profit expected to rise 13%.
🎯 Citi: TP USD17 | CLSA: HKD64.7 | HSBC: USD14.5 | MS: USD16.5
Strong consensus on growth momentum πŸ’Ώ

πŸš— HKEX:1810 (Xiaomi)
CLSA ups EV delivery forecast to 400K units for FY2025.
⚑ 1Q adjusted net profit may rise 54% y-o-y. Smart EV bets paying off.

πŸ€– TYO:9984 (SoftBank Group)
CLSA trims TP slightly to JPY10,749.
πŸ” OpenAI boom reshaping tech narratives.

πŸ‘Ÿ HKEX:1929 (Yue Yuen Industrial)
Daiwa: TP HKD17 | BofA: HKD13.7
Margins remain under pressure but long-term outlook intact.

πŸ₯ HKEX:6618 (JD Health)
HSBC raises TP to HKD45 post strong Q results.
πŸ“Š Healthcare arm of JD flexing resilience and margin power.

πŸ’» HKEX:981 (SMIC)
UBS upgrades to Neutral, TP: HKD43
AI investments breathing new life into China’s top chipmaker πŸ§ πŸ’Ύ

🎢 NYSE:TME | HKEX:1698 (Tencent Music)
Boom! πŸ’₯ TME jumps 11%+ after Q1 net profit doubles. Investors singing a bullish tune 🎡

πŸ“¦ HKEX:9618 | NASDAQ:JD (JD.com)
JD surges 4%+ in HK, 3.3% in US πŸ‡­πŸ‡°πŸ‡ΊπŸ‡Έ
πŸ”₯ Q1 earnings beat lifts sentiment, tech leads HSI +208 pts

🧬 HKEX:688351 (MEDBOT-B)
Ouch! ⬇️ Stock sinks 10% on discounted 13.8% placement. Stake dilution spooks the street.

πŸ”‹ HKEX:300750 (CATL)
πŸ’° 55x oversubscription on IPO? Believe it. Battery giant CATL closing its mega listing tomorrow.

🏦 LSE:HSBA | HKEX:0005 (HSBC Holdings)
Issued EUR3B + USD5.5B in notes πŸ“‰
Repurchased 8.39M shares (HKD759M). Strategic capital play in motion.

πŸ€– HKEX:2318 (PING AN Insurance)
Chairman Ma: AI rollout complete βœ…
From claims to customer serviceβ€”AI is now in full force at Ping An.

πŸš— HKEX:175 (Geely Auto)
Zeekr says: β€œNo decision yet” on Geely’s privatization proposal. Stay tuned πŸ‘€

πŸ’Ό HKEX:0005 (HSBC Holdings)
Job cut rumors swirlingβ€”up to 50% in some depts? HSBC says nothing confirmed. Restructuring watch on πŸ”

πŸ“ˆ Sector Pulse
BOCOM sees tailwinds 🌬️ for HK stocks & beyond.
πŸ” Analysts: Watch 3 key themes in this rally (AI, financials, tech).

🧠 Stay sharp, stay ahead. Follow for real-time #AsiaMarkets updates!
#TencentMusic #JDcom #CATL #Nvidia #PingAn #HSBC #Geely #IPO #AIStocks #SmartMoney #TradingAsia #InvestorUpdate

πŸš€ Malaysia Market Pulse: REITs Rise, Oil & Tech Surge, M&A Buzz Grows Across Bursa!
#KLSE #MalaysiaStocks #EarningsSeason #Tech #REIT #OilAndGas #InvestSmart

🏒 KL:SUNREIT (Sunway REIT)
NPI up 20.4% t RM157.2M in 1QFY2025! Driven by new asset contributions & relaunch of Sunway Pyramid Mall’s Oasis wing. Revenue soared 22.6%. No dividend this quarter (semi-annual payout policy).

πŸ’» KL:VSTECS (VSTECS Bhd)
Net profit jumps 24% y-o-y to RM17.75M. Revenue climbs 12.2% to RM691.7M on strong ICT sales. Despite tariff headwinds, digital transformation demand stays strong.

πŸ›’οΈ KL:HAWK (Steel Hawk Bhd)
Net profit more than doubled to RM8.17M as revenue shot up to RM52.5M! Fresh Petronas contracts powering growth. Optimistic outlook continues.

πŸ’Ό KL:AWANTEC (AwanBiru Tech)
Final RM201.45M settlement received from govtβ€”closing a 7-year dispute over cancelled RM3.5B SKIN project. Case closed, cash in.

🧺 KL:BCMALL (BCM Alliance)
Selling CS Laundry biz to ex-ED Ho Kee Wee for RM18M πŸ’°. Plans 10-for-1 share consolidation. Most proceeds to fund medical equipment expansion.

♻️ KL:MNHLDG (MN Holdings)
Secures RM37.91M contract to build waste-to-energy interconnection facility. Full EPC scope. Client identity undisclosed under NDA.

🌊 KL:KEYFIELD (Keyfield Int’l)
Teaming up with Indonesia’s ETSA (PT Elnusa) to tackle marine O&G service projects. Keyfield provides the ships + crew. 15 vessels strong & counting.

πŸš— KL:MCEHLDG (MCE Holdings)
Partners with China’s Cheling & Wuhu Atech to support Chery Malaysia’s EV push. Supplying parts for Tiggo 8 Pro & Jaecoo J7. Malaysia’s EV scene just got more serious ⚑.

πŸ“Œ Follow for more rapid-fire recaps on #Bursa updates, earnings, and deals that move markets!
#REITs #EVs #TechStocks #OilAndGas #MalaysiaMarkets #StockMarketNews #ASEANInvesting

πŸ“° Markets Climb as Tariff Relief Lifts Mood, Tech Stocks Shine, & M&A Buzz Heats Up
#NASDAQ #NYSE #S&P500 #TechStocks #Tariffs #Mergers #WallStreet

πŸ“Š ^GSPC | ^IXIC | ^DJI
S&P 500 (+0.10%) hits YTD high πŸ”
Nasdaq jumps 0.72% πŸš€
Dow slips 0.21%
πŸ’₯ US-China tariff cuts (30% vs 10%) fuel rally. Short-term bullish sentiment rising.

πŸ€– NASDAQ:NVDA (Nvidia)
Nvidia surges 4%+ after announcing 18,000 AI chips heading to Saudi Arabia. Global AI appetite = πŸ”₯

πŸ” NASDAQ:AMD (AMD)
AMD up 4%+ on news of a $6B buyback πŸ’Έ
Investors loving the confidence boost.

⚠️ NASDAQ:TSLA (Tesla)
🚨 Technical red flags: RSI > 70 & price above Bollinger Band.
S3 warns of a pullback if short interest climbs.

πŸ›οΈ NYSE:FL (Foot Locker) | NYSE:DKS (Dick’s Sporting Goods)
πŸ‘Ÿ FL soars 63% on takeover rumors (~$2.3B deal).
πŸ‹οΈβ€β™‚οΈ DKS dips 4% as market reacts to M&A chatter.

πŸ’» NASDAQ:CSCO (Cisco Systems)
Cisco beats Q3 estimates πŸ’₯
EPS: $0.96 | Rev: $14.15B
Shares +2%. CFO Scott Herren stepping down in July.

🧠 NYSE:CORE (CoreWeave)
Revenue πŸ”Ό +420% YoY, but Q loss of $1.49 sinks shares 6%.
First earnings as a public AI infra player = mixed signals.

πŸ‘’ NYSE:BOOT (Boot Barn)
BOOT jumps 16% πŸ₯Ύ
Guidance tops Street: EPS $1.44–$1.52 | Rev $483M–$491M.
Same-store sales also beat expectations.

πŸ“‰ NYSE:DXC (DXC Technology)
DXC tanks 13% on weak Q1 outlook 😬
EPS guide: $0.55–$0.65 vs est. $0.79.
Exec contract extensions + equity grants add pressure.

πŸ“’ Follow for daily #MarketRecaps & smart money moves!
#Investing #StockMarket #TechNews #Earnings #MergerMonday #TradingInsights #WallStreetToday

Thank you

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