In today’s briefing:
- Ohayo Japan | Trump Commands Interest Rates to Drop
- Singapore Market Roundup (23-Jan-2025): Food Empire plans to diversify. Hold stock.
- China Property Developers In Distress – Weekly News & Announcements Tracker | Jan 17-23, 2025
- ICR Conference Recap – Tariffs Are Biggest Uncertainly Heading into 2025
Ohayo Japan | Trump Commands Interest Rates to Drop
- Markets were boosted by President Trump’s comments on potential interest rate cuts and oil price reductions.
- The Bank of Japan is expected to raise interest rates by 25bps to 0.5% on Friday – levels not seen since 2008
- Nidec’s Q3 operating profit rose 5% to 54.5 billion yen, driven by strong demand for data centre power generators. However, it missed analyst expectations.
Singapore Market Roundup (23-Jan-2025): Food Empire plans to diversify. Hold stock.
- Food Empire stock should be retained as the company plans to diversify its business, potentially leading to increased profitability.
- HSBC has raised Singtel’s target price in anticipation of a potential merger in the telecom industry, suggesting room for growth.
- Investors should consider holding onto Food Empire stock and possibly increasing investment in Singtel due to positive outlooks for both companies.
China Property Developers In Distress – Weekly News & Announcements Tracker | Jan 17-23, 2025
- This note is a weekly (select weeks on SK) curated selection of Chinese news articles and company announcements focused on developers in distress
- We look for their deals, updates, specific project progress news (‘local signals’), as well as relevant local research commentaries about the market
- We do not verify the underlying data or provide any opinion, we only select and summarize the information; See direct links to the sources
ICR Conference Recap – Tariffs Are Biggest Uncertainly Heading into 2025
- The ICR Conference has become an important event for investors in small- and mid-cap consumer names.
- This year’s conference drew more than 2,600 attendees, including nearly 500 buyside investors and 225 public and private companies.
- Some common themes included: The more global names are concerned about the strength in the dollar adversely affecting dollar-reported results.
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