Daily BriefsThematic (Sector/Industry)

Daily Brief Thematic (Sector/Industry): Ohayo Japan | US Stocks Make Fresh Highs and more

In today’s briefing:

  • Ohayo Japan | US Stocks Make Fresh Highs
  • Japan Morning Connection: Tech Plateauing May See NKY Top Out for Last Day of the QTR
  • AI and Data-Driven Real Estate: PropTech Opportunities for Enhanced Efficiency and Valuation in Asia


Ohayo Japan | US Stocks Make Fresh Highs

By Mark Chadwick

  • U.S. stocks closed at record highs Friday despite volatility sparked by President Trump’s abrupt termination of trade talks with Canada
  • Investors are waiting for Thursday’s June nonfarm payrolls report, which could sway Federal Reserve policy.
  • Independent Franchise Partners (IFP), a British investment firm, increased its stake in Shiseido to 8.3%, up from 7.28%

Japan Morning Connection: Tech Plateauing May See NKY Top Out for Last Day of the QTR

By Andrew Jackson

  • US Homebuilders starting to show signs of life should help sentiment for Sumi Forestry and Sekisui.
  • Boeing move may already be priced in for Heavies but Momo still rules in Japan.
  • Softbank signaling buybacks to take a back seat over investments in ASI.

AI and Data-Driven Real Estate: PropTech Opportunities for Enhanced Efficiency and Valuation in Asia

By Jacob Cheng

  • In this research, we look at the latest landscape regarding application of PropTech in Asia, and evaluate which companies have an edge
  • PropTech is widely adopted in order to 1) enhance valuation process 2) improve efficiency to reduce costs and 3) green and sustainability buildings
  • Among all real estate companies in Asia, we think CapitaLand Investment (CLI) and Sun Hung Kai Properties (16 HK) are leading in the application of PropTech

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