Daily Brief Thematic (Sector/Industry): Ohayo Japan | Trade Talks Boost Sentiment and more

• The S&P 500 gained 0.5% to close above 6,600 for the first time, while the Nasdaq rose 0.9% to notch its sixth straight record.
• Oracle shares rose over 3% after US and China agreed on a preliminary TikTok deal during Madrid trade talks, with Oracle seen as a leading contender to acquire the app.
• US Energy Secretary Chris Wright urged boosting America’s strategic uranium reserve to reduce reliance on Russian supplies and support nuclear power growth, sending uranium mining stocks sharply higher.

• Memory continues higher with WD announcing price hikes due to extreme demand.
• More and more chatter about high-bandwidth-flash as the next-gen memory for AI.
• China launching anti-dumping measures against analog IC’s keeping power-names down.

• India’s online home services penetration is <1% in a ₹5,000 billion market (CY24), but is projected to grow at a blistering 20–22% CAGR till CY29.
• Unlike e-commerce or mobility, this sector remains untouched by scale platforms despite demand density in urban centers and structural enablers now in place.  
• With digital tailwinds, gig supply, and urban affluence rising, online home services are poised for a breakout akin to 2016-era food delivery.

• India’s wealth management sector is at an inflection point, with listed firms showing robust growth driven by rising affluence and a cultural shift to financial savings.
• With favorable demographics and increasing financialization, the sector is poised for a multi-decade growth trajectory, making it a compelling long-term story for investment.
• Here we are comparing 4 wealth management giants in different parameters and what there management is saying about future growth.

• UOBKH’s Loh raises Hong Leong Asia target price to $2.82 due to BRC Asia stake.
• RHB’s Jaiswal raises SGX target price to $17.80 amid growing IPO momentum.
• PhillipCapital starts coverage on SIA Engineering amid MRO upcycle.

• Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.
• Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.
• If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!

• According to a survey by Deloitte, 23% of Dutch consumers (sometimes) order online, primarily through Albert Heijn (58%), Picnic (44%), and Jumbo (29%).
• 19% of respondents order groceries from bol.com.
• Prices and product selection determine the choice of online supermarket.

• Tripura govt to convert 21 agricultural markets into e-markets under e-NAM initiative
• Low-Income households to drive branded sugar demand growth in India: ISMA
• Govt plans to issue 121,000 opium cultivation licenses for crop year 2025-26

• Bureau of Labor Statistics slashed nearly 1 million jobs from prior reported employment gains, leading to concerns about cooling labor market and inflation data before FOMC meeting
• Oracle gains $100 billion in stock price rise, signing a 300 billion dollar deal with OpenAI for cloud services and winning contracts with Nvidia and ByteDance’s TikTok
• Semiconductor stocks rally, inflation data mixed as PPI cools while CPI surprises to the upside, with applications for US Unemployment benefits spiking to highest level in nearly four years, signaling possible acceleration in layoff activity as labor market cools

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