In today’s briefing:
- Japan Morning Connection: Big Gains for Semi-Testers and Memory Sets Strong Tone (Again)
- Singapore Market Roundup (29-Oct-2025): Analysts are optimistic on CICT, citing strong
Japan Morning Connection: Big Gains for Semi-Testers and Memory Sets Strong Tone (Again)
- Mega caps announcing bigger capex sends Microsoft and Meta down AH, but is another positive for semi-cap plays.
- Disco numbers miss, but memory related shipment miss may be a matter of timing and expect management to say as much on call today
- Blackwell for China will mean more upside for Ibiden, not that it needs any help after +25% in 2-days thanks to Nidec (and Nagamori’s) demise.
Singapore Market Roundup (29-Oct-2025): Analysts are optimistic on CICT, citing strong
- Analysts remain optimistic on CICT, stating it’s ‘revving on all engines.’
- UOB Kay Hian starts coverage on Centurion REIT, target price $1.23.
- DBS rates CAO a ‘buy,’ citing capital inefficiency and potential dividend increases.
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