In today’s briefing:
- Ohayo Japan | Trump and Takaichi Ink $550bn Deal
- Japan Morning Connection: A Sea of Knockout Earnings Set to Send Tech and AI Surging
- Monday Delight: 27/10/25
- Singapore Market Roundup (28-Oct-2025): RHB’s Yeo raises HRnetGroup target price to 85 cents.
Ohayo Japan | Trump and Takaichi Ink $550bn Deal
- U.S. stocks hit record highs led by AI names as Nvidia surged 5%, PayPal partnered with OpenAI, and OpenAI completed recapitalization; S&P 500 +0.2%, Nasdaq +0.8%.
- President Trump announced new projects advancing Japan’s $550 billion U.S. investment, a critical minerals deal, record Japanese energy purchases, and enhanced U.S.-Japan cooperation on industrial and anti-drug initiatives.
- Deal boosts industry, energy, tech, and defense; Japanese corporates including Toyota, Mitsubishi, Toshiba, Panasonic, Hitachi, Murata, SoftBank, TDK, Fujikura, and JERA benefit.
Japan Morning Connection: A Sea of Knockout Earnings Set to Send Tech and AI Surging
- Great numbers from Advantest, Teradyne, Seagate and SK Hynix set to send AI related surging.
- Jensen Huang spreads NVDA’s net wider while dispelling concerns of a bubble.
- Qorvo-Skyworks merger could tighten the competitive market for the likes of Murata.
Monday Delight: 27/10/25
- 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!
Singapore Market Roundup (28-Oct-2025): RHB’s Yeo raises HRnetGroup target price to 85 cents.
- RHB’s Yeo increases HRnetGroup target price to 85 cents.
- JP Morgan upgrades Keppel REIT and MLT due to lower debt costs and strong demand.
- Analysts raise iFast’s TPs after record AUA and net profit in 3QFY2025.
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