In today’s briefing:
- Singapore Market Roundup (21-Nov-2025): UOBKH raises China Sunsine’s TP to 95 cents after
- Asia Real Estate Tracker (21-Nov-2025): Brookfield unveils $100B AI infrastructure plan.
- Auctus on Friday – 21/11/2025
- Thematic Report: Decoding India’s Solar PV Sector- Strong Growth, Big Valuation Divergence
Singapore Market Roundup (21-Nov-2025): UOBKH raises China Sunsine’s TP to 95 cents after
- China Sunsine’s dividend policy prompts re-rating; UOBKH raises TP to 95 cents.
- Challenges of a CLI-Mapletree meeting
- DBS is RHB’s preferred choice among Singapore banks.
Asia Real Estate Tracker (21-Nov-2025): Brookfield unveils $100B AI infrastructure plan.
- Brookfield is launching a $100 billion AI infrastructure initiative with Nvidia and KIA to boost tech capabilities.
- Link REIT is pursuing acquisitions of Australian malls while facing a 3.4% income decline from Greater China.
- Hongkong Land experienced a 13% profit drop in Q3, primarily due to lower contributions from its central operations.
Auctus on Friday – 21/11/2025
- Condor Energies (CDR CN)C; Target price of C$5.90 per share: Imminent flow rate results for first horizontal well. LNG facility construction 90% complete.
- – 3Q25 production averaged 9,978 mboe/d, broadly in line with expectations. In Uzbekistan, drilling of a 1,000‑meter lateral section at the first horizontal well is underway, with numerous mud gas shows recorded.
- The lateral may be extended, and the well is expected to be brought onstream in December, potentially adding more than 10 mmcf/d of production.
Thematic Report: Decoding India’s Solar PV Sector- Strong Growth, Big Valuation Divergence
- India is rapidly scaling solar PV manufacturing, supported by strong policies, rising demand, and a surge of new companies entering the sector.
- Despite fast growth, the sector shows wide valuation gaps and cost-driven dynamics, highlighting the importance of technology, efficiency, and operational strength.
- India’s solar PV push is impactful and accelerating, but long-term sustainability depends on fundamentals like capacity, costs, and technology readiness.
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