In today’s briefing:
- Singapore Market Roundup (23-Sep-2026): Loh of OCBC prefers MoneyMax for pawnbroking.
- Ohayo Japan | US Stocks Slip as Yields and Oil Surge
- Energy Roundup : US LNG Plugging Global Supply Gap; Oil Prices Dip on Renewed Middle East Optimism
- Woodline Partners Portfolio: Top Holdings (Q2 2026)
Singapore Market Roundup (23-Sep-2026): Loh of OCBC prefers MoneyMax for pawnbroking.
- Loh of OCBC favors pawnbroking, with MoneyMax as the top choice.
- uSmart issues ‘hold’ rating on Azeus Systems with a target price of $9.45.
- Jefferies begins coverage on Singapore banks, targets DBS at $91.
Ohayo Japan | US Stocks Slip as Yields and Oil Surge
- US stocks closed lower on Wednesday as rising Treasury yields and a rebound in oil prices weighed on sentiment
- Since Japan last traded, Nasdaq has added +1.6%, JPY has weakened to 3-week low, and US 10Y at YTD high
- Japanese stocks likely to open firm as market catches up, but long-bond yields likely to cap upside
Energy Roundup : US LNG Plugging Global Supply Gap; Oil Prices Dip on Renewed Middle East Optimism
- LNG importers look to diversify supply options. We recently wrote on the potential for global oil importers to look to diversify supplies going forward as a result of the Iran war-related massive supply disruption across the Middle East.
- It appears that liquefied natural gas (LNG) importers could also be considering doing the same thing. Bloomberg reported last week that sideline discussions at Gastech—the world’s largest natural gas conference that was held earlier this month in Thailand—focused on the industry’s need to look to supply diversification.
- That line of thinking is being driven by concerns that after more than six months into the US-Iran war, there is still no sign of LNG flowing again through the Strait of Hormuz and industry worries over whether LNG traffic through Hormuz will ever fully return to normal.
Woodline Partners Portfolio: Top Holdings (Q2 2026)
- San Francisco-based Woodline Partners LP was formed in August 2018.
- Its Form ADV lists Matthew Hooker, Karl Kroeker, and Michael Rockefeller as the firm’s principals.
- As of June 30, 2026, the firm reported $32.35 billion across 1,011 disclosed long positions, according to its latest 13F filing.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
