π’ Market Movers: AI, Retail, Hospitality & Logistics Lead the Charge!
#SGX #KLSE #HKEX #NASDAQ #NYSE #Investing #EarningsSeason
π SGX:UD1U.SI (IREIT)
IREIT raises $85M via green notes at 6% due 2028βfunding Berlin Campus revamp. Mixed-use milestone incoming by 2027.
π 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’.
π 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.
π’ KLSE:7255 (NAMCHEONG)
Profit jumps 20% to RM31.1M. Revenue up 5% from fleet expansion & better charter rates. Margin hits 48%.
ποΈ SGX:O9E.SI (PARKSON)
Parksonβs earnings rise 21% to $14.7M on higher festive sales. Declares 4Β’ dividend.
πΌ 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.
πͺ¨ SGX:RE4.SI (GEO ENERGY)
Earnings skyrocket 63% to US$14.1M. Sales volume doubles to 3.5M tonnes. US$100M investor injection planned.
π 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.
π° SGX:G13.SI (GENTING SINGAPORE)
Q1 earnings slump 41% to $145M. Renovation & seasonality to blame. CEO Tan Hee Teck exits May 31.
π SGX:C52.SI (COMFORTDELGRO)
Earnings up 19% to $48.3M. Revenue +16.4%. UK ops shine; marks 8th consecutive quarter of improvement.
π MAPLETREE (Private)
Buys 18.11-acre site in Joliet, Illinois. Plans 276K sq ft logistics hub. Strengthens 10.3M sq ft Chicago footprint.
β 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).
π¨ SGX:ACV.SI (FHT)
Frasers Property relaunches bid to privatise Frasers Hospitality Trust at 71Β’ per unit. FHT last traded at 66.5Β’.
π’ 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.
π’ SGX:C09.SI (CDL)
CDL to buy back 10% of its preference shares at $0.78. No voting rights, but tighter capital structure ahead.
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#Markets #SGXStocks #MalaysiaStocks #USMarkets #AsiaTech #DividendStocks #AI #RetailNews #Logistics #Earnings
π Tech Wobbles, Shipping Soars, and IPO Buzz Lights Up Hong Kong Markets!
#HKEX #TechStocks #Shipping #IPO #AI #ChinaMarkets #Investing
π± HKEX:9618 (JD.com)
π¨ JD Food Delivery glitch again! Repairs still ongoing π¬
π¬ Citi says “Buy” w/ TP: USD52. UBS less bullishβtrims to USD58.
π BOCI: JD among top southbound net inflow stocks.
π¦ HKEX:2618 (JD Logistics)
HTSC slashes earnings outlook π
CLSA trims TP to HKD15.7 but keeps Outperform. Rising costs may bite short term.
π’ HKEX:316 (OOIL)
OOIL up 4%+ as China-Europe freight index futures surge 15%!
Shipping names cruising on strong momentum ππ¦
π HKEX:9696 (CATL)
CATLβs Hong Kong IPO priced at HKD263.
π Oversubscribed & drawing π₯ demand. EV battery beast gearing up for takeoff.
π HKEX:9988 (Alibaba Group)
BABA jumps 3%+ on spike in U.S. orders.
π° Some sellers raked in RMB1M+ via Alibaba.com.
Global e-commerce rebound in motion.
π¦ HKEX:2318, 1339, 2328, 3328, 6066 (PING AN, PICC Group, PICC P&C, BankComm, CZBANK)
π Insurance & bank stocks rally hard!
AIA (HKEX:1299) up 3%+
πΈ HSI midday +329 pts, driven by financials on institutional flows.
π΅ NYSE:TME (Tencent Music)
Q2 adj. profit expected to rise 13%.
π― Citi: TP USD17 | CLSA: HKD64.7 | HSBC: USD14.5 | MS: USD16.5
Strong consensus on growth momentum πΏ
π HKEX:1810 (Xiaomi)
CLSA ups EV delivery forecast to 400K units for FY2025.
β‘ 1Q adjusted net profit may rise 54% y-o-y. Smart EV bets paying off.
π€ TYO:9984 (SoftBank Group)
CLSA trims TP slightly to JPY10,749.
π OpenAI boom reshaping tech narratives.
π HKEX:1929 (Yue Yuen Industrial)
Daiwa: TP HKD17 | BofA: HKD13.7
Margins remain under pressure but long-term outlook intact.
π₯ HKEX:6618 (JD Health)
HSBC raises TP to HKD45 post strong Q results.
π Healthcare arm of JD flexing resilience and margin power.
π» HKEX:981 (SMIC)
UBS upgrades to Neutral, TP: HKD43
AI investments breathing new life into Chinaβs top chipmaker π§ πΎ
πΆ NYSE:TME | HKEX:1698 (Tencent Music)
Boom! π₯ TME jumps 11%+ after Q1 net profit doubles. Investors singing a bullish tune π΅
π¦ HKEX:9618 | NASDAQ:JD (JD.com)
JD surges 4%+ in HK, 3.3% in US ππ°πΊπΈ
π₯ Q1 earnings beat lifts sentiment, tech leads HSI +208 pts
𧬠HKEX:688351 (MEDBOT-B)
Ouch! β¬οΈ Stock sinks 10% on discounted 13.8% placement. Stake dilution spooks the street.
π HKEX:300750 (CATL)
π° 55x oversubscription on IPO? Believe it. Battery giant CATL closing its mega listing tomorrow.
π¦ LSE:HSBA | HKEX:0005 (HSBC Holdings)
Issued EUR3B + USD5.5B in notes π
Repurchased 8.39M shares (HKD759M). Strategic capital play in motion.
π€ HKEX:2318 (PING AN Insurance)
Chairman Ma: AI rollout complete β
From claims to customer serviceβAI is now in full force at Ping An.
π HKEX:175 (Geely Auto)
Zeekr says: βNo decision yetβ on Geelyβs privatization proposal. Stay tuned π
πΌ HKEX:0005 (HSBC Holdings)
Job cut rumors swirlingβup to 50% in some depts? HSBC says nothing confirmed. Restructuring watch on π
π Sector Pulse
BOCOM sees tailwinds π¬οΈ for HK stocks & beyond.
π Analysts: Watch 3 key themes in this rally (AI, financials, tech).
π§ Stay sharp, stay ahead. Follow for real-time #AsiaMarkets updates!
#TencentMusic #JDcom #CATL #Nvidia #PingAn #HSBC #Geely #IPO #AIStocks #SmartMoney #TradingAsia #InvestorUpdate
π Malaysia Market Pulse: REITs Rise, Oil & Tech Surge, M&A Buzz Grows Across Bursa!
#KLSE #MalaysiaStocks #EarningsSeason #Tech #REIT #OilAndGas #InvestSmart
π’ KL:SUNREIT (Sunway REIT)
NPI up 20.4% t RM157.2M in 1QFY2025! Driven by new asset contributions & relaunch of Sunway Pyramid Mallβs Oasis wing. Revenue soared 22.6%. No dividend this quarter (semi-annual payout policy).
π» 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.
π’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.
πΌ KL:AWANTEC (AwanBiru Tech)
Final RM201.45M settlement received from govtβclosing a 7-year dispute over cancelled RM3.5B SKIN project. Case closed, cash in.
π§Ί KL:BCMALL (BCM Alliance)
Selling CS Laundry biz to ex-ED Ho Kee Wee for RM18M π°. Plans 10-for-1 share consolidation. Most proceeds to fund medical equipment expansion.
β»οΈ KL:MNHLDG (MN Holdings)
Secures RM37.91M contract to build waste-to-energy interconnection facility. Full EPC scope. Client identity undisclosed under NDA.
π KL:KEYFIELD (Keyfield Intβl)
Teaming up with Indonesiaβs ETSA (PT Elnusa) to tackle marine O&G service projects. Keyfield provides the ships + crew. 15 vessels strong & counting.
π KL:MCEHLDG (MCE Holdings)
Partners with Chinaβs Cheling & Wuhu Atech to support Chery Malaysiaβs EV push. Supplying parts for Tiggo 8 Pro & Jaecoo J7. Malaysiaβs EV scene just got more serious β‘.
π Follow for more rapid-fire recaps on #Bursa updates, earnings, and deals that move markets!
#REITs #EVs #TechStocks #OilAndGas #MalaysiaMarkets #StockMarketNews #ASEANInvesting
π° Markets Climb as Tariff Relief Lifts Mood, Tech Stocks Shine, & M&A Buzz Heats Up
#NASDAQ #NYSE #S&P500 #TechStocks #Tariffs #Mergers #WallStreet
π ^GSPC | ^IXIC | ^DJI
S&P 500 (+0.10%) hits YTD high π
Nasdaq jumps 0.72% π
Dow slips 0.21%
π₯ US-China tariff cuts (30% vs 10%) fuel rally. Short-term bullish sentiment rising.
π€ NASDAQ:NVDA (Nvidia)
Nvidia surges 4%+ after announcing 18,000 AI chips heading to Saudi Arabia. Global AI appetite = π₯
π NASDAQ:AMD (AMD)
AMD up 4%+ on news of a $6B buyback πΈ
Investors loving the confidence boost.
β οΈ NASDAQ:TSLA (Tesla)
π¨ Technical red flags: RSI > 70 & price above Bollinger Band.
S3 warns of a pullback if short interest climbs.
ποΈ NYSE:FL (Foot Locker) | NYSE:DKS (Dickβs Sporting Goods)
π FL soars 63% on takeover rumors (~$2.3B deal).
ποΈββοΈ DKS dips 4% as market reacts to M&A chatter.
π» NASDAQ:CSCO (Cisco Systems)
Cisco beats Q3 estimates π₯
EPS: $0.96 | Rev: $14.15B
Shares +2%. CFO Scott Herren stepping down in July.
π§ NYSE:CORE (CoreWeave)
Revenue πΌ +420% YoY, but Q loss of $1.49 sinks shares 6%.
First earnings as a public AI infra player = mixed signals.
π’ NYSE:BOOT (Boot Barn)
BOOT jumps 16% π₯Ύ
Guidance tops Street: EPS $1.44β$1.52 | Rev $483Mβ$491M.
Same-store sales also beat expectations.
π NYSE:DXC (DXC Technology)
DXC tanks 13% on weak Q1 outlook π¬
EPS guide: $0.55β$0.65 vs est. $0.79.
Exec contract extensions + equity grants add pressure.
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