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Report Summary
- US stocks fell sharply on geopolitical tensions, surging oil prices (WTI crude up 35% in a week), and weak job data, raising stagflation concerns and affecting major indexes and companies globally.
- Gold trading is disrupted by the US-Iran-Israel conflict, causing Dubai gold discounts, supply chain issues, and volatile prices; spot gold surpassed \$5,000/oz in 2026 but logistics costs surged.
- The Trump administration is planning strict controls on global AI chip exports (Nvidia, AMD), which hit their share prices and could impact global AI development due to new regulatory uncertainty.
- Singapore-listed Choo Chiang Holdings remains a resilient small-cap with strong cash position, property assets, and steady dividends, avoiding high-risk sectors.
- StarHub is restructuring for long-term growth with cost optimisation, strategic investments, and focus on sustainable business practices.
- Mermaid Maritime returned to profit, benefiting from a global shortage of subsea vessels and growing demand for offshore services and decommissioning projects, especially in the Middle East and Asia-Pacific.
- Chinese financial markets showed resilience during the global sell-off, acting as a regional safe haven due to policy support and economic stability signals.
- Singapore renewable energy stocks fell despite oil price surge; long-term climate and infrastructure trends remain positive, but current uncertainty may slow investment.
- Hongkong Land is recycling capital to reduce debt and increase investments in prime Asian property markets, especially Singapore, while restructuring core portfolios.
- Key Malaysian corporate news: Gamuda Berhad posted profit growth, Mr DIY plans major sukuk, and several companies announced leadership changes, project wins, and investments.
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