In today’s briefing:
- Ohayo Japan | Nvidia’s Upbeat Outlook
- Episode 50: The Inflation Problem & How to Fight It (2 Investments For Your Portfolio)
- Singapore Market Roundup (27-Aug-2026): CLSA rates Addvalue ‘outperform,’ with a TP of 27 cents.
- Asia Real Estate Tracker (27-Aug-2026): KKR, Weave Court seek Seoul apartment buyers.
- Exencial Filings Daily – 27-08-2026
- NVDIA Just Pre-Bought US$279bn of Memory: SK Hynix Owns the Order Book
Ohayo Japan | Nvidia’s Upbeat Outlook
- Tech/AI optimism revived after Nvidia’s meeting calmed sustainability worries about the AI investment cycle
- The S&P 500 Information Technology sector rose nearly 3% and was the only major sector in positive territory. An equal-weighted S&P 500 was essentially flat to slightly down
- NKY Futures imply subdued open in Tokyo and likely cautious end to the week. AI beneficiaries & SaaS still most likely to perform
Episode 50: The Inflation Problem & How to Fight It (2 Investments For Your Portfolio)
- A guy named Shagun laid out a plan. The 30-year Treasury yields 5.31%.
- Sell the house. Put the entire $800,000 into Treasuries. Collect $42,480 a year in interest. Use that to pay rent.
- His conclusion: suddenly renting doesn’t sound so stupid. As someone who often struggles with the tradeoff between owning real estate or simply renting, this post peaked my interest.
Singapore Market Roundup (27-Aug-2026): CLSA rates Addvalue ‘outperform,’ with a TP of 27 cents.
- CLSA gives Addvalue a ‘high-conviction outperform’ rating, TP at 27 cents.
- UOBKH raises target price for Pan-United to $1.88, maintaining ‘buy’ rating.
- Citi: Share buybacks are less effective for Singapore stocks against index dips.
Asia Real Estate Tracker (27-Aug-2026): KKR, Weave Court seek Seoul apartment buyers.
- KKR and Weave Court are looking for buyers for apartments located in Seoul, South Korea.
- Korea’s National Pension Service has invested $211 million in Gaw Capital for an office tower.
- Anthropic plans to expand with 5GW of data centers in Australia, reflecting APAC real estate growth.
Exencial Filings Daily – 27-08-2026
- 630+ MW DC energized in Jun–Aug quarter, exceeding the ~17-yearcumulative total (533 MW)
- Restarted paper machine PM3 after rebuild, 26-Aug; upgraded withFormer & Film Press
- Ravel PRO (12 products, 5 categories) in haircare & skincare; AIdiagnosticskincare slated H2 FY27
NVDIA Just Pre-Bought US$279bn of Memory: SK Hynix Owns the Order Book
- NVIDIA beat Q2 FY27 revenue consensus by 4.4% and EPS by 6%; Q3 guide of US$108bn is 3.6% above the street; FY28 growth guided at ~70%, capped by supply.
- Supply commitments jumped to US$279bn from US$119bn, ‘primarily memory’; the CFO called memory pricing ‘extreme’, guided margin down 350bp and the shortage into 2028.
- Long SK Hynix (FV ₩3,500,000), Micron (US$1,400), Samsung (₩400,000) — all three have US fabs that shelter them from the tariff plan reported 27 Aug. Avoid CXMT, Winbond.
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