In today’s briefing:
- Ohayo Japan | Constructive US-China Trade Talks
- Japan Morning Connection: Big Print for Corning Will Drive DC and Optical Connectivity Plays
- Who Is Paying Dividends? Singaporean Companies with Upcoming Dividend Ex-Dates Next Week
- What’s New(S) In Amsterdam – 29 July (Heineken | Philips | JET | E-Com | Housing Market)
Ohayo Japan | Constructive US-China Trade Talks
- US stocks declined Tuesday as investors digested mixed corporate earnings and economic data ahead of the Federal Reserve’s rate decision.
- US and Chinese trade negotiators concluded two days of talks in Stockholm Tuesday without announcing an immediate tariff delay, though officials indicated progress was made
- Advantest raised its fiscal 2026 net profit forecast by 43 billion yen to 222 billion yen, a 37% year-on-year increase and second consecutive record high
Japan Morning Connection: Big Print for Corning Will Drive DC and Optical Connectivity Plays
- HDD names taking a hit in later trading after Seagate miss. Watch the likes of Hoya, TDK and Minebea Misumi for weakness.
- Boeing down despite numbers good on better FCF, although 787 deliveries read’s well for carbon fiber names the Heavies.
- NEC beat points to plenty of room for further upside, while Advantest numbers may lead to tough QoQ comps for 2Q.
Who Is Paying Dividends? Singaporean Companies with Upcoming Dividend Ex-Dates Next Week
- Several Singapore-listed companies are scheduled to pay dividends this week, offering income opportunities for investors.
- Duty Free International (DFIL SP) will go ex-dividend on July 23, 2025, with a declared payout of SGD 0.00165 per share, payable on August 6.
- This will be followed by SIA Engineering (SIE SP), which will go ex-dividend on July 28 for a SGD 0.07 dividend. SATS Ltd (SATS SP) will offer SGD 0.035, with an ex-date on July 30 and payout scheduled for August 15.
What’s New(S) In Amsterdam – 29 July (Heineken | Philips | JET | E-Com | Housing Market)
- Heineken | no real triggers for the near term; October may bring more clarity
- The key-question that remains after yesterday’s earnings call is whether Heineken’s decision to hold on to its earlier FY25 guidance is an attempt to under promise and overdeliver or rather a signal that the current market environment is still rather challenging.
- In case of the latter, management would have an additional buffer to avoid new disappointments.
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