Know What's Happening in Asia Stocks
Know What's Happening in Asia Stocks
Hormuz hopes lift Asia‑Pacific equities as oil prices surge
Asian markets rallied on Friday as a draft protocol between Iran and Oman raised expectations of reopening the Strait of Hormuz. U.S. WTI crude climbed to $112 per barrel and Brent to $141, prompting South Korea’s Kospi to jump 2.7% while Japan’s bond yields hit multi‑decade highs.
Indian equities opened with modest gains but reversed by early afternoon, as the Sensex fell 0.34% to 81,994 and the Nifty slipped 0.25% to 25,421. Profit‑taking, a seven‑month peak in crude‑oil prices, and renewed US‑Iran nuclear tensions pressured sentiment despite strong institutional buying. Technical analyst Nagaraj Shetti highlighted Aurobindo Pharma and NMDC as short‑term buys, citing breakout momentum and bullish RSI readings. Both stocks carry one‑week targets above current levels, offering defined risk‑reward setups.
Emkay Global has turned marginally overweight on the Indian IT sector after an AI‑driven sell‑off made valuations appear attractive. The brokerage cites price‑to‑earnings multiples of 14‑18× and free‑cash‑flow yields of 4‑6% as evidence of value. It projects a potential total...
Hong Kong Exchanges and Clearing reported a second‑year profit record in 2025, with attributable earnings up 36% to US$2.3 billion and total revenue hitting US$3.7 billion. The exchange reclaimed its position as the world’s leading IPO venue, hosting 119 listings that raised...
SBI Life Insurance announced an interim dividend of ₹2.7 per share for FY26, with a record date of March 6 and payout scheduled by March 27. The declaration lifted the stock about 1.5% in early trade, trading near ₹2,094. In Q3 FY26...
Asia stocks rally: Japan & S.Korea hit records as Nvidia lifts chipmakers; China/HK mixed, BOJ inflation data a risk. Trade: buy Korean memory names on pullbacks. 📈 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Chinese stocks may gain another 20% as rising inflation expectations translate into better earnings, according to UBS Securities Asia https://t.co/X14DnpuQpY
HKEX reported record 2025 results, with revenue of HK$29.2bn, a 30% increase year‑on‑year, and profit of HK$17.8bn, up 36%. The exchange reclaimed its position as the world’s top IPO venue, raising HK$286.9bn from 119 listings, and posted record trading volumes...
Seems to me that the biggest improvements have been in firms: - Shamed into increasing their P/B to 1.0x - Targeted by shareholder activists like Oasis - Already had the right mindset, eg Hitachi / Itochu - Illusory improvement from the weak yen https://t.co/KxTgEB3c9O https://t.co/DoX7UvP2gs
Korean stocks are currently on pace to triple from last year's low by early April. 3X! Cray cray https://t.co/zYrHooCxrS
Manila Electric Co. (Meralco) posted a record 2025, with consolidated core net income rising 12% to P50.57 billion, surpassing its P50 billion profit target. The boost came primarily from its power‑generation arm, which grew its share of profit to 33% and contributed...
BLOCK DEAL ALERT Home First Finance Offer Price ₹1246.8 to ₹1185 per share upto ~7.1mn shares; ~6.8% of current TSO #blockdeal #SocialMedia #Stocks #NSE #BSE
Michael Fritzell, a former hedge‑fund analyst with 15 years in investment banking and buy‑side roles, left finance in 2021 to launch Asian Century Stocks, a paid newsletter spotlighting overlooked Chinese and Southeast Asian companies. Leveraging his Mandarin fluency and on‑the‑ground...
CIE Automotive reported Q4 CY25 consolidated revenue of ₹2,390 crore, in line with consensus, while its adjusted EBITDA margin rose to 15.4%, beating the estimate by 60 basis points. India revenue grew 12% YoY to ₹1,540 crore, outpacing the domestic market, whereas...
Mphasis retains a strong near‑ to medium‑term outlook as its legacy modernization pipeline doubles year‑on‑year, despite AI‑driven pricing pressure on renewals. Clients prefer model‑agnostic platforms that integrate with existing systems, limiting the need for full rebuilds. Discount levels on renewals...
Defence stocks in India are showing a split trajectory as public‑sector undertakings (PSUs) like HAL and Bharat Dynamics slide, while private firms such as Data Patterns and Solar Industries post double‑digit gains. The Nifty Defence Index remains positive, up roughly...
The NSE International Exchange (NSE IX) has soft‑launched its Global Access platform, allowing Indian retail investors to trade U.S. equities, debt and ETFs directly. The service uses a fully digital KYC process, supports fractional share purchases, and operates under the RBI’s...
The U.S. announced a preliminary 126% counter‑vailing duty on certain solar imports from India, sending Waaree Energies and Premier Energies shares sharply lower—Waaree down 10% and Premier down 6%. Both companies said they have diversified supply chains and ongoing US...
QIB Applied upto 2:30 PM. Clean Max Enviro IPO QIB : 1493 cr Accord Transformer SME QIB : 275 CR SHREE RAM TWISTEX IPO QIB : 147 cr Mobilise APP SME QIB : 47 cr Kiaasa Retail SME QIB : 1.9 cr #ipo #ipoalert #ipogmp
The Nikkei Stock Average closed at a record 58,583.12 points, up 2.20% as investors cheered the nomination of two new Bank of Japan policymakers viewed as dovish. The yen briefly slipped past the 156‑yen level before retreating, while the broader...
Nestle. Continuing profit revival. •4Q Net Profit RM126m, up 12% QoQ •Total 2025 RM513m, up 23%YoY. •Net profit margin rose to 7.5% (2024: 6.7%) •Div 2025 220sen (2024: 179 sen). Maintains high div payout of 100%. •Perhaps seeing lower cost pressure,...
Public Bank. Highest Annual Net Profit •4Q Net Profit RM1.88b, up 2% •Total 2025 RM7.22bn, highest ever. •ROE ~12%, upper league among banks •Div 12 sen, 2025 total 22.5 sen (2024: 21 sen). Record high div payout ~60%. Annual div yield around...
Taiwan's Taiwan Capitalization Weighted Index (TAIEX) closed at 35,413.07 on February 25, up 712.25 points or 2.05%. The market saw a hefty turnover of NT$981.97 billion (US$31.38 billion), indicating strong buying pressure. Semiconductor leader TSMC broke the NT$2,000 per share mark, lifting...
This chart went up on Indiacharts - a five wave fall can mean a bounce but does that mean the the trend has ended? We will watch the structure of the bounce and tell you but as of now will...
Yicai: "Chinese yuan deposits saw strong year-on-year growth in January, but the pattern of slower household deposit growth alongside faster non-bank deposit growth persisted. Industry insiders said this does not mean that money is leaving the banking system, nor does...
HSBC reported a 7.4% year‑on‑year drop in 2025 profit before tax to US$29.907 billion, landing near the top of its forecast range. Basic earnings per share were US$1.21 and the bank declared a fourth interim dividend of US$0.45, bringing the total...
Exclusive: ByteDance valued at $550 billion in proposed share sale by General Atlantic, sources say With the national emergency finally over.... https://t.co/meRO3PXF22
How China’s 5-year energy plan could change the way it powers its economy Beijing will prioritise energy security through large-scale projects and greater regional self-reliance, as risks mount at home and overseas https://t.co/HwoETxozqe via @scmpnews
The episode reviews recent market moves, highlighting OCBC's 3% profit rise driven by strong non‑interest income and a proposed special dividend, while noting net interest margin compression. Singapore Airlines showed robust revenue growth and higher passenger loads but saw net...
S foods owns 48% of this 7614.T OM2, what the heck is this thing still doing listed. 0.1x EV/EBTIDA. the decimal is not a mistake. https://t.co/vQ1k9VL2Yk
Bloomberg: "Shanghai eased homebuying rules, in the latest attempt by authorities to contain the nation’s prolonged property slump." https://t.co/7gAmMs7Onw
Asian equities rose on Wednesday as the AI‑driven sell‑off in U.S. markets softened, offering a brief reprieve for India’s stock market. The Nifty index flirted with its 200‑day moving average, a key long‑term support level, before closing above it. Asset...
Detailed explanation of this chart only on the indiacharts App - this morning so we can be on top of things as they happen https://t.co/cOz31Go0Bl
1/3 Xinhua: "According to China's value-added tax invoice data, the 2026 Spring Festival holiday saw the average daily sales revenues of consumer-related industries increase by 13.7 percent from last year's Spring Festival holiday." https://t.co/kWT8ZTr29T
MarketSmith India released its top stock picks for 25 February as Indian equities slumped. The Nifty 50 dropped 1.12% to 25,424.65 and the Sensex fell 1.28%, driven by a 4.74% plunge in the IT index. AI‑related disruption fears after Anthropic’s new tools,...
so Japanese markets suffered deflation for decades at the hands of a dovish BoJ... and the markets have had a historic rally on the back of rising rates and yet somehow the market thinks dovish BoJ nominations is bullish... got it
Hong Kong dark pool trading hit 12-month high in January, boosted by event-driven activities https://t.co/GaqVhIyu23
Hong Kong’s Financial Secretary Paul Chan announced a 2026 GDP growth projection of 2.5%‑3.5%, raising expectations beyond the 2%‑3% range slated for 2025. The forecast follows a 3.5% expansion in 2025, the strongest pace since 2021, underscoring a robust post‑pandemic...
Don't like the Yomeishu Seizo takeover at ¥4,050/share? I wrote 4-Jan-26 this wasn't worth owning. It was Murakami-owned (Yuzawa is Murakami (see 2nd pic)) and he would act in his own interest, and therefore ¥4,021 was a floor price. I...
South Korea's KOSPI index surged past the 6,000 mark, closing at a record 6,085 on Wednesday. The rally was powered by a sharp rise in global memory demand, lifting Samsung Electronics 2.5% and SK Hynix 2.1%. The benchmark is now...
Asian equities extended a technology‑driven rally, with the MSCI Asia Pacific Index climbing 1.2% for a third straight session. South Korea, viewed as a proxy for AI investment, surged 2.2% to a record high. A rebound in battered software stocks...
The Bank of Thailand’s Monetary Policy Committee is expected to leave its policy rate unchanged at 1.25% during Wednesday’s meeting, buoyed by a stronger‑than‑expected 2.5% year‑on‑year GDP growth in Q4 2025 and a clearer political environment after the election. Economists...
The Bank of Thailand raised its 2026 GDP growth projection to 1.9%, up from 1.5%, after a stronger‑than‑expected fourth‑quarter performance. Governor Vitai Ratanakorn stressed that tighter coordination between fiscal stimulus and monetary easing is essential to move the economy toward...
If you plan on trading Asia session tonight keep in mind the orange man speaks at 9pm
Central Pattana (CPN) is allocating 7 billion baht to expand its Central Phuket mixed‑use complex, boosting the gross building area from roughly 300,000 to 500,000 sq m and lifting total project value above 26 billion baht. The plan doubles the luxury zone, adds a...
Philex Mining Corp posted a net income of P929.69 million in 2025, a 14.7% rise year‑over‑year, driven by record‑high gold and copper prices and a favorable peso exchange rate. Revenues climbed 8.2% to P8.85 billion, while core net income surged 43.6% to...
The Philippine Securities and Exchange Commission issued Memorandum Circular No. 11, Series of 2026, revising public‑ownership requirements for IPOs. The new tiered framework reduces the minimum float to 33 percent for firms under P500 million and as low as 15 percent for companies above P50 billion, with a...
Indian Stocks Fell again today. What’s the reason? And what to do with them? #stockmarket #itsector #anthropic #artificialintelligence #Nifty50
The Ministry of Railways has launched an offer‑for‑sale (OFS) to off‑load up to 4 % of Indian Railway Finance Corporation (IRFC) equity, equivalent to 26.13 crore shares, with a green‑shoe option for an additional equal tranche. The floor price is fixed at...
Nifty Prediction For Tomorrow 25 February 2026 By Rohit Srivastava | Indiacharts A critical level to watch is the channel's midpoint at 25,510; getting past this could lead to an attempt to break out above the 25,780 level. For a...
Not surprised at all. And let’s not forget that many other leading Chinese EV players—such as Huawei, Li Auto, and Xiaomi—have yet to meaningfully ramp up their overseas expansion. Tesla isn’t just competing with BYD. In the coming years, it will...
