In today’s briefing:
- Singapore Market Roundup (30-Oct-2025): RHB raises STI target to 4,690, names top sector picks.
- Japan Strategy Weekly | A Place in the Sun
- AUCTUS ON FRIDAY – 31/10/2025
- Singapore Market Roundup (31-Oct-2025): Genting Singapore, Sanli, Marco Polo, Suntec REIT, CDL
- Tech Supply Chain Tracker (31-Oct-2025): Nokia to integrate Nvidia GPUs for AI and 6G.
Singapore Market Roundup (30-Oct-2025): RHB raises STI target to 4,690, names top sector picks.
- RHB raises STI year-end target to 4,690 and highlights top sector picks.
- Analysts are optimistic about CICT, stating it’s ‘revving on all engines.’
- UOB Kay Hian’s Loh sets Centurion Accommodation REIT’s target price at $1.23.
Japan Strategy Weekly | A Place in the Sun
- For the week: Nikkei: +6.3% | TPX +1.9% | JPY 154.11 (+1.24¥)
- Sectors: NFM +13%, Elec. Equip. +7%, IT & Comm +4.5% | Paper -5%, Services -3%, Textiles -3%
- Stocks: Ibiden +39%, Advantest +33%, SCSK +32%, Lasertec +31% | DMG -24%, Nidec -24%, SMS -16%
AUCTUS ON FRIDAY – 31/10/2025
- AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of A$0.30 per share: Calendar of upcoming activities – Well testing at Welchau is now expected to start in January.
- The shallow gas drilling programme will start February 2026 while oil appraisal drilling is scheduled for 3Q26.
- Pulsar Helium (PLSR LN)C; Target price of £0.80 per share: High pressure at Jetstream #3 – Jetstream #3 has intersected two gas-bearing intervals at ~523 meters and 621 meters depth, with bottom-hole pressure estimated at ~960 psi at 661 meters.
Singapore Market Roundup (31-Oct-2025): Genting Singapore, Sanli, Marco Polo, Suntec REIT, CDL
- Genting Singapore, Sanli Environmental, Marco Polo Marine, Suntec REIT, CDL news.
- RHB raises STI year-end target to 4,690 and highlights top sector picks.
- CapitaLand India Trust sees 10% growth in total and net property income in 3Q2025.
Tech Supply Chain Tracker (31-Oct-2025): Nokia to integrate Nvidia GPUs for AI and 6G.
- Nokia is set to enhance its base stations by integrating Nvidia GPUs, aiming to advance AI-driven radio access networks and support 6G technology development.
- Arm, AMD, and Nvidia have joined the Open Compute Project board, while AWS’s absence raises questions about its future involvement in open-source hardware initiatives.
- The Semiconductor Industry Association director points to a ‘semiconductor paradox’ that suggests a significant chip boom is on the horizon despite current market challenges.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
