In today’s briefing:
- Singapore Market Roundup (10-Oct-2025): Ong raises BRC Asia target price to $5.30 due to demand.
- Canara Robeco AMC IPO: The Oldest Name in Mutual Funds Seeks a New Beginning
- Japan Strategy Weekly: Takaichi Trade Ignites Record Rally
- Tech Talk: Crypto Happenings What’s the Latest? Where to Get Updates
- AUCTUS ON FRIDAY – 10/10/2025
- Xiaomi Ups the Stakes in Premium Market With iPhone-Style 17 Series
- Exencial Industry Tidings 10/10/2025
- FinTech and Digital Banks
- What’s News in Amsterdam
Singapore Market Roundup (10-Oct-2025): Ong raises BRC Asia target price to $5.30 due to demand.
- CGS International’s Ong raises BRC Asia target price to $5.30 amid high demand.
- RHB raises DBS target price to $57.10 after stock reaches a new high.
- UOB Kay Hian maintains Keppel REIT at ‘buy’ with a $1.20 target after Sydney mall buy.
Canara Robeco AMC IPO: The Oldest Name in Mutual Funds Seeks a New Beginning
- India’s mutual fund AUM tripled from INR 24.5 trillion in FY19 to INR 67.4 trillion in FY25, driven by strong retail inflows and digital adoption.
- Canara Robeco AMC, India’s second-oldest fund house, manages INR 1.11 lakh crore in AUM with a 55% profit CAGR between FY23 and FY25.
- With 87% of AUM from retail investors, Canara Robeco AMC has the highest retail concentration among India’s top 10 mutual fund companies.
Japan Strategy Weekly: Takaichi Trade Ignites Record Rally
- Equity Surge: Japanese stocks rallied as investors priced in Abenomics-style stimulus under PM-elect Takaichi, with Nikkei +5%, Topix +2%.
- Infrastructure and tech led gains: SoftBank, Yaskawa, Fujikura, Mani, and Fast Retailing surged on earnings beats, robotics expansion, and growth in data center components.
- Risks: Political fragility, inflation-wage pressures, and US reaction to yen depreciation pose potential hurdles to market optimism.
Tech Talk: Crypto Happenings What’s the Latest? Where to Get Updates
- There is a lot going on in crypto, almost too much to track.
- In this edition of Tech Talk, we have pulled together some of the interesting happenings and latest news, as well as some of the best sources going forward.
- The cryptocurrency market has recently shown significant volatility but is currently on an upward trend, with Bitcoin surging to a two-month high above $120,000 and Ethereum reclaiming the $4,500 mark.
AUCTUS ON FRIDAY – 10/10/2025
- erica Energy (SQZ LN)C; Target price of £3.05 per share: Another operational setback at Triton; value and distribution profile intact – Operational issues with the flare system at the Triton FPSO have resulted in a temporary suspension of production.
- Production is likely to restart shortly at very low rates until the root cause is identified and resolved.
- In the absence of further clarity, we conservatively assume that Triton production will be constrained until the scheduled Bittern pipeline shutdown in November.
Xiaomi Ups the Stakes in Premium Market With iPhone-Style 17 Series
- Xiaomi Corp. has launched its latest flagship smartphone lineup, the Xiaomi 17, in a direct challenge to Apple Inc., adopting a naming strategy and design that closely mirrors the U.S. tech giant’s latest iPhone.
- At a launch event held Sept. 25, the Chinese electronics maker introduced the Xiaomi 17, 17 Pro and 17 Pro Max, skipping 16 in its series to align with Apple’s recently released iPhone 17 lineup. The new models feature a rear camera layout, screen dimensions and back panel aesthetics that bear a strong resemblance to Apple’s newest devices.
- Xiaomi also introduced a magnetic power bank compatible with all iPhone 17 models. “We do what the iPhone doesn’t,” founder and CEO Lei Jun said at the launch event.
Exencial Industry Tidings 10/10/2025
- India likely to have surplus sugar production in sugar season 2025-26
- Chickpea imports from Australia likely to decline by more than 50% in 2025- 26
- Soybean production likely to fall to 10.5 mt in current kharif season
FinTech and Digital Banks
- Private capital raising has become harder compared to 2021.
- IPOs are off the table until at least 2026, and most exits now happen via secondaries or distressed M&A.
- Investors demand profitability, not growth stories.
What’s News in Amsterdam
- Ahold Delhaize | clear market leader in online in the Netherlands Yesterday, Twinkle – an online platform on e-commerce – published its annual list of the 10 largest online sellers in the Netherlands.
- Like last year, Ahold Delhaize’s bol and Albert Heijn ranked #1 and #2 on this list and even managed to extend their lead over the companies occupying the next three ranks.
- Most remarkable is the almost 17% drop in Amazon’s revenues.
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