Asia Stocks Social Media and Updates
Asia Stocks Social Media and Updates
Asia Stocks Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Why are we surprised by 👇? I wrote this nearly six years ago, in the context of why the US won’t allow India the same freedom of an undervalued currency that it accorded China: https://t.co/sZ45dDSSRv
What is he on about? KOSPI is like 50% memory chip exposure and earnings estimates have gone up. The people day-trading are local retail investors, but they’re still mostly focused on US tech. https://t.co/ebX1YOmoN2
February was another strong month for the Japanese equity market and for Senjin Capital Fund I. The Fund’s unit price increased 6.7% in AU$ terms, despite a ~3% FX drag from the weakening Yen. The Fund has now returned 48% net of...
My Final Decision for All IPO : Avoid ❌ So, Out of 8 IPO - I personally asked to avoid all 8 IPO 🥲 It was best decision as per market conditions and situation. 🔴 Because, all of these IPO listed -ve @champ_trader
Demand from Alibaba and Other Giants Boosts China’s Homegrown Memory Suppliers Wait, are the controls on memory "working" and did they make sense in the first place? https://t.co/c6dfq2skXK
One market that has shown a recent 5% canary signal with confirmation is Indonesia's Jakarta Stock Exchange. https://t.co/dls4RSmwO4
In a Riskier Era, China Bets on Technology to Resist U.S. Pressure China announced a 7 percent increase in military spending and a five-year plan to try to reduce its military and industry’s reliance on Western technology. https://t.co/c3cRysLtmX via @NYTimes
FPIs bought 22,000 cr in equity in Feb. (And uhem, they sold 17K cr. on Monday + Wednesday) https://t.co/bmXFAXJ1aZ
Reuters: Top Chinese semiconductor executives have called for a coordinated national effort to develop operational lithography systems during the 2026-2030 period, underlining Beijing's push for greater technological self-reliance. @lauriechenwords https://t.co/uab1DaTkwQ
Harbour Centre Development Limited 2025 Final Results: • Group loss attributable to equity shareholders amounted to $234 million (2024: $70 million) • Attributable loss to equity shareholders per share was $0.33 (2024: $0.10) • no dividend for the year ended 31 December 2025 https://www1.hkexnews.hk/search/titlesearch.xhtml?lang=en
Mainland Chinese investors sold the most Hong Kong stocks in a single session on record, underscoring waning appetite for the city’s shares seen as more vulnerable to geopolitical uncertainty. https://t.co/lttZLxoqBw
FT, citing sources: Nvidia has stopped production of chips intended for the Chinese market, betting that regulatory barriers in Washington and Beijing will continue to limit sales to China. @zijing_wu https://t.co/WzcEVP1osx
China’s Traditional Businesses Try to Buy Into AI Boom—For many Chinese companies, investing in chip makers is a survival strategy @QinSherry https://t.co/4pke6IQIur https://t.co/4pke6IQIur
BNM maintains OPR 2.75%. BNM mentioned “conflict in Mid East” risk: “The MPC acknowledges the uncertainties from the ongoing conflict in the Middle East. The impact to the global & Malaysian economy will depend on how these developments evolve....
I’m on Bloomberg TV tomorrow at 1pm HKT with the wonderful @JoumannaTV on China, India, Southeast Asia, South Korea, and what the widening conflict in Iran and the Middle East means for the region. Short story - we are buyers...
Have we discounted the IRAN war risk in markets? Using the India VIX to consider the idea that the worst of our fears may already be in the market https://t.co/LzpXAJuIYv https://t.co/H4WBbxWV2k
On @CNBC in an hour to discuss Asia (China and India). China growth target is soft but same as many expected which is 4.5% to 5%. Defence spending rises officially +7% but many say real spending increase higher. The headlines are really about...
China Signals New Era of Slower Economic Growth—Beijing sets historically low growth target of 4.5% to 5% @hannahmiao_ @TByGraceZhu @ByXiaoXiao https://t.co/o4Z2iYoVdw https://t.co/o4Z2iYoVdw
Didn’t realize how much Korean chip production has fallen in the past few months, as it’s shifting towards high bandwith memory. Source: Robeco https://t.co/I5YOwPS4OL
Korean stocks gap higher at the open. Index up 10% in the early minutes https://t.co/JnBZeO7dnc
“It’s perhaps best to consider this selloff as a painful but healthy cleansing. It de-leverages and chases away momentum-driven speculators. What’s left will be those who care about company earnings and reasonable valuations.” https://t.co/u2x38lgHiL
Alibaba’s tech lead for its Qwen open-source model is standing down, a surprise move that is rattling the global developer community and casting a shadow over the tech giant’s pivot into AI Complex factors here... https://t.co/9lYt5WXB4b
🔴THIS IS INSANE: South Korean equity funds saw $3.7 BILLION in inflows last week, bringing the year-to-date total to a record $21 BILLION. The vast majority of these flows were driven by retail investors. Meanwhile, the Korean KOSPI index has CRATERED -24% from...
South Korea’s KOSPI index dropped the most since the 2008 financial crisis. It’s all starting to fit together My latest at Culpium https://t.co/75TudacVv5
Asian tech stocks reel as US-Iran war threatens infrastructure and supply chains https://t.co/oxpKfheSqI via @scmpnews
Nifty Prediction For Tomorrow 5 March 2026 By Rohit Srivastava | Indiacharts Nifty has gapped down to test a crucial long-term support trendline around the 24,450 level. A short-term relief rally is possible, which could push the index to retest the...
Nervous Consolidation Featured after the Asia Pacific Equity Rout was Extended: The dollar is trading a little softer today, but the tone is one of nervous consolidation. The market is digesting reports that Iran has reached out to negotiate the...
The timing of our China Macro Watch report on February 25 has proven fortuitous. In that note, we laid out why Beijing is unlikely to lift its 45mn-ton aluminum output cap — a policy that has effectively anchored global supply...
Nervous consolidation is the main feature in the capital markets after Asia Pacific equities extended their slide. $USD is mostly softer but in yesterday's ranges. Japan's MOF threatened intervention. See https://t.co/24YmyiETAN https://t.co/XmEx257iS8
Korean stock market -12% today, the bloodbath affected the local game companies like so: Neowiz -13.7% Kakao Games -12.5% Netmarble -11% Com2Us -10.8% Krafton -10.6% Nexon Games -10.3% Devsisters -10.2% PearlAbyss -10% Shift Up -8.8%
Malaysia should not be one of the weakest links here. It exports gas so higher prices is good for Malaysia, offsetting deficit of oil…
In Asia, Thailand and South Korea have the highest GDP exposure to imported oil & so the violence today in Korea and Thai markets reflects fear how that will play out. Note that this is negative for Asia in general but...
Korean stocks may well see the quickest transition from bull to technical bear market on record. Three-day losses nearing 20% now. Elevator up, cliff jump down https://t.co/g8dAOgm798
China PMIs Send Mixed Signals as Markets Watch for Stimulus—Nonmanufacturing PMI, which covers both service and construction activity, edged up to 49.5 in February https://t.co/7qblrUNU7k https://t.co/7qblrUNU7k
Korea’s KOSPI index could enter a bear market after just 3 days.. index is down 18% now from last Thursday’s close 😱 https://t.co/mh7dDzAwFg
Pretty much 100% of my timeline is people freaking out about KOSPI KOSPI is a memory chip story. There’s a great structural reform story, too, and it feels like nobody except @smartkarma and shareholder activists are paying attention
Usdinr crossed 92, a very quick move from the 90s. This plus crude will hit inflation in 6.months if it isn't controlled
KR REGULATORS READY W10TN STOCK MKT STABILIZATION FUND DEPLOYMENT I mean they do still know the market is still up 25% this year right?
US saved its markets for the day but Asia could not However India will not follow Asia - we fell before them we can even recover without them. Watch your own charts which you trade for signals https://t.co/gP7ThLndw2
*CIRCUIT BREAKER TRIGGERED AFTER S. KOREA'S KOSDAQ PLUNGES 8% Where did you think all those crypto flows ended up https://t.co/JzbQThyUAl
Americans think a -2% day is crazy volatile, while the Nikkei is down 10% in the first three days of March https://t.co/997R5MoBjs
Rooting for the immediate v shaped recovery in KOSPI/Nikkei but, in my experience, violent deleveraging events are seldom limited to a single session. Held off on any aggressive dip buying today.
Good recovery in Gift Nifty 24145 to 24400+ 250 point up from day low. #usiran #GIFTNIFTY
Asia is weak, oil is ripping, we're in a fast market right now on The Morning Show https://t.co/jn2RN28AFk
In Today’s ‘Kya Lagta Hai’ sent exclusively to our smallcase and PMS subscribers we discuss: The future course of action in the light of the situation in the Middle East and if the same is discounted in the stock price as...
🔴 "Black Tuesday" in Korea. (maybe a little hyperbolic) Samsung -9.9%. SK Hynix -11.5%. Worst single-day drops since Aug 2024. KOSPI -7.2% — largest single-day drop in 19 months. Program trading halted intraday. Foreign investors dumped 3 trillion won in the morning session...
Toyota Fudosan (6201 JP) “The increase in the tender offer price is something of a win for stewardship as Elliott made a fair bit of money for its clients... But it’s not necessarily a big win for governance.” https://t.co/QEBKuTMAj4
.@abrownepek: “After rolling across Southeast Asia, Europe, and Latin America, the Chinese electric vehicle juggernaut is targeting the US. Its arrival could be a salvation for America and its auto industry.” https://t.co/0pm9u3FDcB
Gift Nifty 400+ Points Down🧐 Kal closing 30 mint action ko dekh kr.. Call buy krne walo ka kya hoga? #USIran
Everyone that traded during 2022 just collectively remembered the relationship between JKM and Japanese/Korean Equities that we all forgot when natural gas prices were calm.
