In today’s briefing:
- CHINA: Industrial Manufacturing Companies Up Their Game With Robotics!
- EV and Sustainable Transport
- Japan Strategy Weekly | Tech Surges on Intel News While BOJ Policy Shift Sparks Volatility
- Singapore Market Roundup (19-Sep-2025): OCBC Views Boustead’s REIT Spin-Off as a Positive Step.
- Asia Real Estate Tracker (19-Sep-2025): Mapletree sells Melbourne office at a loss.
- AUCTUS ON FRIDAY – 12/09/2025
CHINA: Industrial Manufacturing Companies Up Their Game With Robotics!
- China is rapidly integrating artificial intelligence (AI) and robotics into its industrial sector to cement its position as a global leader in high-tech manufacturing.
- With technological prowess, a large, established manufacturing base, and government support, Chinese factories will dominate automated manufacturing globally for the foreseeable future.
- We look at a basket of Chinese manufacturers who are benefiting from automation with AI and robotics. All the companies export a substantial portion of their products.
EV and Sustainable Transport
Singapore’s EV charging network is impressive with ~15,300 chargers deployed, and COE quotas structured to accelerate electrification.
But this growth has been driven more by regulation, subsidies, and public mandates than by genuine market demand.
The bulk of adoption has come from corporate fleets (taxis, buses, and logistics operators) where high daily mileage makes electrification viable.
Japan Strategy Weekly | Tech Surges on Intel News While BOJ Policy Shift Sparks Volatility
- Technology stocks led gains with Tokyo Electron (+20%) and Resonac (+19%) driven by Intel investment news and semiconductor demand recovery expectations.
- Bank of Japan surprised markets by announcing ETF sales while maintaining rates, intensifying October rate hike speculation and triggering profit-taking.
- Mixed economic data showed fourth consecutive month of export declines, but core inflation eased to 2.7%, lowest since November 2024.
Singapore Market Roundup (19-Sep-2025): OCBC Views Boustead’s REIT Spin-Off as a Positive Step.
- OCBC: REIT spin-off is a positive move for Boustead.
- CDG’s prequalification for Copenhagen Metro boosts profile; CityCab deal may add EPS.
- DBS increases AEM target price to $2.10, citing Intel-Nvidia collaboration.
Asia Real Estate Tracker (19-Sep-2025): Mapletree sells Melbourne office at a loss.
- Mapletree has sold its Melbourne office for a price that is one-third lower than its 2017 purchase.
- Hongkong Land has sold a unit in Singapore to Sunway for a total of $579 million in the transaction.
- Centurion is initiating a REIT IPO aiming to raise more than $600 million in the Singapore market.
AUCTUS ON FRIDAY – 12/09/2025
- ADX Energy (ADX AU)C; Target price of A$0.30 per share: Deep dive into Italy – ADX has released further details on its C.R 150.AU permit; located in shallow waters offshore western Sicily, ~50 km from a potential onshore tie-in to the TransMed pipeline, which transports Algerian gas to Europe.
- While initial efforts centred on the Nilde oil field, ADX has shifted its strategic focus toward gas, reflecting the evidence of high quality gas from historic oil exploration in the permit, Europe’s growing demand for domestic supply and the recent offshore development of nearby Argo-Cassiopea—the largest greenfield gas project in Italy (~350 bcf).
- Italy’s current regulatory and political environment remains supportive of upstream activity, with continued exploration across the Sicily Channel.
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