In today’s briefing:
- Ohayo Japan | Markets Mixed, Rate-Cut Bets Rise, Tech Outperforms
- Japan Morning Connection: Memory Back on and Micron Steps Back from Consumer to Focus on Enterprise
- Asia Real Estate Tracker (04-Dec-2025): Arch Capital exits $500M stake in Taiwan mall.
- Tech Supply Chain Tracker (05-Dec-2025): Samsung unveils Exynos 2600, rivals Apple and
- What’s News in Amsterdam
Ohayo Japan | Markets Mixed, Rate-Cut Bets Rise, Tech Outperforms
- U.S. stocks were mixed as soft labor data and tech gains boosted hopes for Fed easing, despite corporate layoffs and policy uncertainty, with investors awaiting Friday’s key PCE inflation report.
- Tech outperformed as Meta jumped on planned metaverse cutbacks, Nvidia gained over 2%, and Salesforce rose on a stronger outlook.
- Japanese automakers rallied after Trump scrapped Biden’s fuel-efficiency rules, boosting prospects for conventional powertrains and benefiting Subaru’s U.S.-focused lineup.
Japan Morning Connection: Memory Back on and Micron Steps Back from Consumer to Focus on Enterprise
- Sandisk up as NAND prices continue to surge, expect Kioxia to run also with recent Bain sale cleared.
- JP factory automation names surged yesterday, but there are likely more gains yet as the next leg for AI.
- Quantum names all strong on good numbers, but will Socionext catch on this time?
Asia Real Estate Tracker (04-Dec-2025): Arch Capital exits $500M stake in Taiwan mall.
- Arch Capital has sold its stake in a $500 million shopping mall located in Taiwan.
- Singapore has initiated applications for the construction of new data centers totaling 200MW.
- City Developments Limited (CDL) has purchased the Holiday Inn in Central London for $370 million.
Tech Supply Chain Tracker (05-Dec-2025): Samsung unveils Exynos 2600, rivals Apple and
- Samsung’s new Exynos 2600 chip aims to rival offerings from Apple and Qualcomm in the market.
- Chroma has appointed I-Shih Tseng as CEO to enhance governance and operational efficiency.
- Transcend expects memory supply constraints to persist for the next 3-5 months amid market instability.
What’s News in Amsterdam
- Yesterday, Basic-Fit hosted a session to provide an update on the Clever Fit acquisition, that was announced at the end of October and completed two weeks later.
- At its upcoming CMD, to be hosted on 20 April of next year, the company will provide a detailed update on the acquisition.
- At yesterday’s update, Basic-Fit shared some light on the German market and the savings it expects
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