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
Korea market is still up 37 pct this yr ( this calendar year). So hopefully India does not fall in sympathy when it did not rise in elation. https://t.co/bshlp2GLRM
“Can China act as a buffer? China has been loading up on cheap, sanctioned oil, putting some of it away in storage. In a report, analysts at Morgan Stanley said China could slow down on its purchases if oil prices...
Kospi down 7 pct. Quick, need a hedge for this hedge i took a few days ago. Wait, I have one - India.
Bank stocks annual div yield (as at 2 March) post-4Q2025 earnings. All except Alliance, AM will pay interim div in March 2026. Top 3 highest (2026 estimates): •Bank Islam: 6.22% •*CIMB: 5.92% •RHB: 5.91% =Average Sector DY: 5.10% (10 banks) [*incl Special Div 7sen]
.@Aligarciaherrer: “They cut prices aggressively, not because they’re getting leaner…but because everyone else is doing it and they fear losing customers…Unproductive companies are hurting the productive ones, which is…not good for the Chinese economy.” https://t.co/ZakESJy4Fc
The price of memory chips continues to rise and is being passed on to downstream industries. National Development and Reform Commission https://t.co/Jjf9lb8DTz
Chinese Shanghai stock market... monthly chart... another up month, though still below December highs... https://t.co/1tVC6QTIDO
Nifty may form an island reversal - What is that, you ask? When prices gap up and then gap down, leaving a zone with no trading, it is called an island gap. The price action left behind above the gap...
🚨Has the South Korean market gone TOO FAR? Foreign investors dumped a record 6.8 trillion won ($4.7 billion) of South Korean stocks on Friday, the largest single-day selloff EVER.👇 https://globalmarketsinvestor.beehiiv.com/p/us-stocks-dropped-amid-rising-ai-and-geopolitical-uncertainty-weekly-market-recap-trading-week-09-20
China’s ‘Two Sessions’ to Shed Light on What Lies Ahead for Economy—Beijing’s target-setting takes place against a high-stakes backdrop https://t.co/sxAHsLFpcV https://t.co/sxAHsLFpcV
Toyota Asset Preparatory Co announced it had lifted the TOB Price for Toyota Industries to from ¥18,800 to a best and final ¥20,600. Elliott agreed to tender. They made big money, but this is still a really disappointing outcome for...
Logically, if the war is not over, Indians with leveraged stock futures positions and MTF positions will not hold onto them into a Holi Holiday tomorrow - expect a lot of squaring up in the second half of the day....
A rare post about an Australian stock: L1 Group (L1G-ASX) which reverse-acquired my former employer last year, looks interesting. The stock is not optically cheap, but when you look at... 1. The run-rate cost savings (guiding to $30-$35m, ~75% of...
Markets aren't too bad this far. Just 1% down on an event like this almost seems like a positive :)
“At a time when Tokyo and Beijing appear to be drifting further apart politically, Japanese capital is moving in the opposite direction…Japanese foreign direct investment into China surged by 55.5% year-on-year in the first three quarters of 2025.” https://t.co/osyTCAOqOp
Early market signals Monday in Asia: risk aversion & flight to safe havens, stocks set to open down. Oil and gold come online in 20 minutes, both will see substantial upside. Update then https://t.co/IwRjfptbHJ
Friday's closing correction was also on the basis of war. So, what do you think? How much will fall tomorrow? Or has the war's impact already been discounted in the Indian stock market?
Problems in Dubai are not just for people staying there - it spills over to India - we get $45 bn of remittances from the Middle East each year.
Re-upping this. Monday is the last day of the current tender offer. Maybe I'll put out an English version, but it's in my Cui Bono piece on Smartkarma last week.
“The Chinese economy in 2025…is like a giant machine where large parts are beginning to cool down, while a considerable part remains at high temperature. But the temperature of this part is difficult to conduct to the cooling parts.” @ChinaFile https://t.co/oC1Pwzm8je
The portfolio's value rose by +6.8% in February 2026, driven by a skyrocketing Korean stock market. Opportunities in Japan SaaS and luxury wristwatches. https://t.co/dYm3oOEyPD
China Daily: “Around 5% seen as likely GDP target—Consumption, innovation expected to emerge as key economic engines in 2026” https://t.co/mvmKY53AFy
2 years, 198 IPOs, just 35 winners: The brutal math of India’s IPO boom https://t.co/Q7NlR0Lbzw Download Economic Times App to stay updated with Business News - https://t.co/3wu61tGNFD
This chart is a classic, but let’s move that "We Are Here" pin 📍 Where would you say we are in the cycle right now? The Early-Cycle easy gains are over, I think. It's time to focus on GARP (Growth at a...
The Nifty does a -0.6% in Feb, maintaining the tradition of bad Jan+Feb in four of the last five years. https://t.co/V0aQo9OYRS
The Bull Market has ended - Do not buy the Dip - HDFC Bank vs SBI - Gold... https://t.co/bamrgqUR9n via @YouTube The Nifty broke key levels this week, further confirming the bearish case. We will go level by level and...
“Tencent is betting that AI spreads best when it rides on social habits, rather than treated as yet another ‘productivity’ app…Yuanbao is less a chatbot tab than an extra voice in the group chat: the friend you can @ to...
As the final data for the month flows in, FIIs ended up being sellers in FEB [nse data]. So much for all the talk of FIIs returning. This is now the 8th month of outflows. Do not read too much...
This is an example of a key player in the semiconductor industry being put in a difficult position by ill-conceived export controls that put the burden on TSMC to determine performance parameters. A thread. 🧵
The PPI is not falling, it has become sticky. It means rates stay higher. That will slow things down. Thus bond yields are falling. Makes sense? God knows https://t.co/XxE0jqRJ3L
China Central Bank Moves to Tame Yuan Rally—China’s central bank on Friday moved to combat a rally in the yuan by making it cheaper for importers to buy dollars and sell the Chinese currency. @RebeccaYFeng https://t.co/uVx5NuUmDE
"how China became the leader of the global south" will be a macro theme receiving tons of ink in coming years. Incidentally, this was always Mao's dream
Nifty goes below 25200 . Sudden fall in last 30 minutes. Friday Closing Same Action. #usirantensions #stockmarket
New World Development Interim Half Year Report ending Dec 31st, 2025: • revenues recorded a year-on-year decrease of approximately 50% to HK$8,391 million • profit recorded a year-on-year decrease of 25% to HK$5,038 million • loss attributable to shareholders amounted to...
South Korea single-stock ETFs will likely be approved by the summer, just before Interactive Brokers starts offering access https://t.co/WpRK4ten0F.
So you are telling me I should say the most sacred bank in India, HDFC Bank, and buy PSU banks with an excellent track record? - What am I not drinking that I do not get it? Investors are...
Even until yesterday, you could hear the media talking about FII flows being positive for FEB and supporting the market. I give zero credit to daily flows to decide which way the market will head. But just an update after...
Reuters: The U.S. International Trade Commission said on Thursday it would investigate the economic impact of revoking China’s permanent normal trade status over a six-year period, a move that would likely increase tariffs on Chinese imports. https://t.co/T0xSqrLDgN
It seems like Korea goes through these speculative bubbles every five years or so https://t.co/jCSmYlbkaj
China Moves to Tame Yuan Rally by Slashing Shorting Costs—Chinese banks won’t be required to set aside a 20% risk reserve on forward currency trades https://t.co/myGXkMjp6X https://t.co/myGXkMjp6X
With its index business now >50% of revenues, FnGuide is becoming a KOSPI market proxy on steroids. But I think the index AUM rising from KRW 14 trillion to 50 at 40%+ incremental margins is still underrated. I'm getting to...
Japan government to hold 10% voting rights in Rapidus but with veto power https://t.co/pU84OOzRCg via @NikkeiAsia
Nvidia said it secured a license to ship a small number of its less advanced H200 chips to customers in China, inching forward in its bid to return to the world’s largest semiconductor market Small number? https://t.co/qcOey50mOL
Chinese stocks may gain another 20% as rising inflation expectations translate into better earnings, according to UBS Securities Asia https://t.co/X14DnpuQpY
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
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
Korean stocks are currently on pace to triple from last year's low by early April. 3X! Cray cray https://t.co/zYrHooCxrS
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
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
