In today’s briefing:
- Ohayo Japan | Stocks Surge on Cooling Inflation and Strong Bank Earnings
- Tactical Trading – Time to Sell Japan. Again.
- 2025 Korea
- Singapore Market Roundup (15-Jan-2025): RHB predicts strong earnings growth for SGX in 1HFY2025 with 17.5 cents interim DPS.
- Japan Morning Connection: CPI to the Rescue for Risk-On Growth Style Plays
- Monthly Sales Overview of Indian Listed Two-Wheeler Companies (December 2024)
- Another Few Quick Attractive Ideas (PCG, HON)
- US EV Charging Infrastructure Tracker – December 2024
Ohayo Japan | Stocks Surge on Cooling Inflation and Strong Bank Earnings
- U.S. stocks soared Wednesday as core inflation data for December came in below expectations, easing concerns about further Federal Reserve rate hikes
- Hino Motors will pay $1.2 billion to settle US emissions data falsification claims, paving the way for its merger with Mitsubishi Fuso
- Murata Manufacturing will issue approximately 61.3 million secondary shares, or 9.6% of outstanding shares, mainly in European and Asian markets.
Tactical Trading – Time to Sell Japan. Again.
- Asymmetric return opportunity in a short position in Japan – downside vs upside potential is skewed to the downside.
- The weak JPY hasn’t helped the overall market and rising risk of a reversal similar to August 2024
- We look at some sectors and stocks that are good short candidates
2025 Korea
- Politics – where do we go from here and is more uncertainty ahead?
- Changes to corporate governance for the better for minority investors?
- Can the KOSPI perform if Samsung Electronics continues not to?
Singapore Market Roundup (15-Jan-2025): RHB predicts strong earnings growth for SGX in 1HFY2025 with 17.5 cents interim DPS.
- RHB predicts SGX will experience strong earnings growth in 1HFY2025, with a 17.5 cents interim DPS.
- CGSI forecasts DBS’s 4QFY2024 net profit to reach $2.7 bil, expecting dividend to rise to 60 cents.
- UOBKH sees potential in US office S-REITs for investors and projects increased revenue and adjusted patmi for SGX in 1HFY2025.
Japan Morning Connection: CPI to the Rescue for Risk-On Growth Style Plays
- Tech and Semi’s rebounding sharply which should see related names in JP trade better after yesterdays persistent weakness.
- Da Vinci procedures seeing strong growth…will Sysmex’s Hinotori also fly?
- Tourist numbers surging in JP should see YTD losers back in the spotlight.
Monthly Sales Overview of Indian Listed Two-Wheeler Companies (December 2024)
- December is typically a seasonally weak month for two-wheeler companies in the domestic market due to the impact of the upcoming year change and the period following peak festive demand.
- Domestic sales volume declined for Hero and Bajaj, while TVS recorded flat sales. Eicher was an exception, reporting strong growth.
- All the companies witnessed a steady growth in export volumes.
Another Few Quick Attractive Ideas (PCG, HON)
- This year is an incredibly exciting year for markets.
- Whilst this is not a macro prognostication blog, I want to digress a little and state my view that underappreciated sectors over the past year or two will see their renaissance this year, even if due to simple plain old reversion to the mean.
- And I hate to say this, but China for example, the IPO performance of recent listings e.g. Bloks (6000 times oversubscribed) seem to point to renewed ebullience on the Hong Kong stock exchange.
US EV Charging Infrastructure Tracker – December 2024
- Total public EV charging stations (incl. temporary unavailable locations) were 74,986 as of December 31, 2024. Compared to the end of FY23, it is an increase of 16.0%.
- Total EVSE charging ports (including the temporary unavailable ports) were 206,723, up nearly 22.8% compared to the end of 2023 and up 0.9% over November 2024.
- US considerably lags behind China which had 3.39 million public charging stations at the end of October 2024.
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