In today’s briefing:
- Japan Morning Connection: Kioxia Weakness Unlikely to Last with Bain’s 36m Shs Sale a Blip at Best
- Ohayo Japan | Feel Good Factor Pre-Thanksgiving
- Singapore Market Roundup (26-Nov-2025): RHB initiates ‘buy’ on KIT, forecasts 1.2% FFO CAGR.
- Exencial Industry Tidings 26/11/2025
Japan Morning Connection: Kioxia Weakness Unlikely to Last with Bain’s 36m Shs Sale a Blip at Best
- Dell bouncing in regular trading after initial weakness after-mkt on numbers the day before.
- Semi-Cap names strong led by Teradyne and ASML sets a good tone for Japan SPE overall.
- Homebuilders follow through with more gains on rate outlook, watch Shin Etsu on PVC.
Ohayo Japan | Feel Good Factor Pre-Thanksgiving
- Thanksgiving week seasonality drives strong market performance and renewed risk-on sentiment.
- Dovish Fed chair speculation and December rate cut bets fuel buy-the-dip in oversold tech/AI stocks.
- Absence of Japan/China headlines keeps Japanese equities well-supported in the near term..
Singapore Market Roundup (26-Nov-2025): RHB initiates ‘buy’ on KIT, forecasts 1.2% FFO CAGR.
- RHB starts ‘buy’ on KIT, predicts 1.2% FFO CAGR from FY2024 to FY2027.
- CGS International boosts Wee Hur’s target price to 95 cents on strong orderbook outlook.
- PhillipCapital’s Chew reaffirms ‘buy’ rating for TeleChoice International.
Exencial Industry Tidings 26/11/2025
- Horticulture production increases by 4% to 369 mt in crop year 2024-25
- Cotton & blended yarn industry’s sales stagnate in September 2025 quarter
- Readymade garments industry’s sales grow by 3.9% in September 2025 quarter
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