In today’s briefing:
- Ohayo Japan | AI Optimism Drives Gains
- Japan Morning Connection: AMAT Expecting Hit from China Export Restrictions May Take Shine off SPE
- Singapore Market Roundup (02-Oct-2025): KSH Holdings’ $315M order book to boost FY2026-2027.
- SA Listed Property Review – September 2025
- Tech Supply Chain Tracker (03-Oct-2025): Meta unveils AI video feed, sparking copyright
Ohayo Japan | AI Optimism Drives Gains
- Stocks higher. Nasdaq leads +0.4%. NVDA all-time high fuelled tech rally on AI momentum
- OpenAI valuation surged to $500B via employee share sale, overtaking SpaceX as world’s most valuable startup.
- TSE data shows corporate share buybacks hit record ¥6tn in H1 FY2025, led by Mitsubishi Corp and Shin-Etsu Chemical amid capital efficiency pressures.
Japan Morning Connection: AMAT Expecting Hit from China Export Restrictions May Take Shine off SPE
- Open AI at $500bn sends the whole AI edifice surging once again.
- Siltronic’s jumped 12% in EU and the outlook for the likes of Sumco and Shin Estu remains very positive.
- Market see record deliveries for Tesla more as front-loading than an increase in overall demand, but robots likely to keep turning heads.
Singapore Market Roundup (02-Oct-2025): KSH Holdings’ $315M order book to boost FY2026-2027.
- KSH Holdings’ $315M order book expected to contribute in FY2026-FY2027.
- UOB Kay Hian maintains ‘buy’ rating with a target price of 8.8 cents amid fleet expansion.
- S-REITs are improving, but RHB remains cautious about overseas and hospitality REITs.
SA Listed Property Review – September 2025
- September was a bumper month for economic data and listed property updates. The recent busy results season showed that the sector has weathered the high-rate and low-growth environment well.
- Despite all the good news, the J803 index had its first down month in Q3, delivering a -1.00% drop, but the quarter was still positive at 5.45%.
- Probability of an interest rate cut by the SARB at its next MPC meeting is at around 60%.
Tech Supply Chain Tracker (03-Oct-2025): Meta unveils AI video feed, sparking copyright
- Meta’s introduction of an AI-generated video feed raises significant concerns regarding copyright and misinformation risks.
- Apple has decided to halt updates on its Vision Pro headset to focus on developing AI glasses similar to Meta’s offerings.
- Western Digital is set to invest $1 billion in Japan, leveraging its established partnerships in the region for growth.
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