Daily Brief Thematic (Sector/Industry): Singapore Market Roundup (19-Aug-2025): Chew rates HRnetGroup ‘accumulate’ and more

• PhillipCapital’s Chew maintains ‘accumulate’ rating for HRnetGroup, target 78 cents.
• RHB maintains DBS as its top banking choice in challenging 2QFY2025.
• DBS raises Yanlord’s target price, noting improved debt repayment progress.

• Discussion about the licenses and revenue share/tax imposed on AMD and Nvidia for selling to China
• Concerns raised about the constitutionality of the measure and potential precedent it sets
• Previous experiences in China contrasted with current moves towards a planned economy in America

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• Tech weakness dragged U.S. equities lower Tuesday, with the S&P 500 down 0.6%
• Nvidia fell 3.5%, AMD 5.4% and Palantir 9%, as investors paused after the Nasdaq’s 40% rally since April.
• Attention now turns to Jackson Hole, where Fed Chair Powell may hint at September rate cuts, with futures pricing an 85% probability.

• A pullback in tech with momentum factor significantly underperforming value. 
• Intel rallies as high as 12% as it prices in Son’s $2bn investment and Lutnick confirms Chips funds for Equity.
• Japan’s MoD budget may not meet investors lofty expectations given the backdrop of 5% targets in EU.

• 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!

• Last week, the WTR Sustainable Index was up 3.4% W/W versus the S&P 500 Index (up 0.9%), the Russell 2000 Index (up 3.1%), and the Nasdaq Index (up 0.4%).
• Energy Technology (41% of the index) was up 3.1%, while Transportation Solutions (33% of the index) was up 3.9%, Climate Tech and Clean Tech (19% of the index) was up 2.7%, and Climate Tech Mining and Processing (7% of the index) was up 3.3%.
• Top 10 Performers: AMYZF, XPON, GRNWF, GEVO, RIDE, SUUN, BNRG, ARRY, FSI, PPSI