In today’s briefing:
- Is Shopee on the ‘Amazon’ path in Southeast Asia?
- China Yuchai International Ltd (CYD): How Real Is It?
- iEdge Singapore Next 50 Review: Tech Tilt & Rebalance Highlights
Is Shopee on the ‘Amazon’ path in Southeast Asia?
- In Cube’s recentcommentary on Sea Limited’s Q1’26 earnings,one point that stood out was that Shopee VIP is beginning to look more Amazon Prime-like.
- VIP is no longer just about shopping discounts or shipping perks.
- It is becoming a broader membership layer, with lifestyle and non-shopping benefits increasingly used to deepen buyer engagement.
China Yuchai International Ltd (CYD): How Real Is It?
- The truck and bus engine company China Yuchai (CYD) has seen its share price more than triple in a year.
- Although the share price has shot up, CYD trades at around 7.5x EV/Ebitda, not high for a company whose earnings grew 66% in 2025, suggesting that the market may be skeptical about sustainability.
- We certainly are.
iEdge Singapore Next 50 Review: Tech Tilt & Rebalance Highlights
- The June 2026 review of the iEdge Singapore Next 50 Index added AEM, Top Glove, UI Boustead REIT, and PC Partner.
- AEM’s 2026 ADT increased to S$34.7 million, with revenue guidance raised to S$550-600 million for FY26.
- PC Partner’s 2026 ADT rose to S$4.6 million, driven by strong growth in graphics card sales and premium products.
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