In today’s briefing:
- Japan Weekly | Narrow Leadership Lifts Nikkei, Topix Retreats
- Lithium Oversupply Persists: CATL (300750 CH / 3750 HK) Cushioned, Albemarle (ALB US) Under Pressure
- Asia Real Estate Tracker (29-Aug-2025): ADIA to invest $1.5B in GLP as Mei profits.
- AUCTUS ON FRIDAY – 29/08/2025
Japan Weekly | Narrow Leadership Lifts Nikkei, Topix Retreats
- Nikkei gained +0.2%, buoyed by outsized advances in AI-linked names, while the broader Topix declined -0.8%, trimming year-to-date gains amid rising bond yields and trade uncertainty.
- Tokyo CPI rose +2.5% y/y, above target; labour market tightness and resilient consumer sentiment reinforce BOJ hike speculation, even as Fed signals potential policy easing.
- Nikon surged 16% after EssilorLuxottica proposed lifting its stake to ~20%, fueling speculation over AR/VR synergies.
Lithium Oversupply Persists: CATL (300750 CH / 3750 HK) Cushioned, Albemarle (ALB US) Under Pressure
- Lithium oversupply of ~20% persists despite recent mine headlines, keeping long-term price pressure intact.
- CATL (300750 CH / 3750 HK) remains cushioned, with lower lithium prices enhancing its cost advantage.
- Albemarle (ALB US) and other upstream miners face margin squeeze as oversupply caps near-term upside.
Asia Real Estate Tracker (29-Aug-2025): ADIA to invest $1.5B in GLP as Mei profits.
- ADIA is set to invest as much as $1.5 billion in GLP to enhance its asset portfolio management.
- Weave has entered the Australian market by acquiring a significant $300 million project in Sydney.
- EdgeConneX is expanding its data center capacity in Japan, aiming for 350MW with a new Osaka site.
AUCTUS ON FRIDAY – 29/08/2025
- Arrow Exploration (AXL LN/CN)C; Target price of £0.50 per share: High impact exploration drilling in 2H25 – 2Q25 production averaged 3,768 boe/d, impacted by water handling constraints and steeper-than-anticipated early declines at newly drilled wells.
- Current WI production stands at ~4,200 boe/d, down from the July peak of 4,600–4,800 boe/d, which reflected initial flush output from AB-HZ5 and AB-HZ4.
- While first-month decline rates are steep, Arrow has observed that post-month-one declines are minimal.
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