Asia Stocks Social Media and Updates
Asia Stocks Social Media and Updates
Asia Stocks Pulse
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EMAIL DIGESTS
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Every morning
Weekly
Tuesday recap
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
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
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...
Bloomberg: "Shanghai eased homebuying rules, in the latest attempt by authorities to contain the nation’s prolonged property slump." https://t.co/7gAmMs7Onw
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...
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
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...
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
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
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...
If you plan on trading Asia session tonight keep in mind the orange man speaks at 9pm
Indian Stocks Fell again today. What’s the reason? And what to do with them? #stockmarket #itsector #anthropic #artificialintelligence #Nifty50
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...
It is a Big Trap - Avoid the Rotation trade The rotation trade is making the rounds on social media, but this trend is based on what worked in 2025 and might not work in 2026. Dow theory suggests it...
“I recently spoke with experts at the International Monetary Fund, who put the problem bluntly: China is simply too big to keep exporting its way out of its own internal malaise.” @Lingling_Wei https://t.co/nsBIj0UbEq
Last week, we published a report titled “How Is China Rewiring Its Trillion-Dollar Surplus?” in response to media reports that Chinese authorities have urged banks to curb their exposure to the US Treasury market. This regulatory signal is highly investment-relevant,...
Huawei’s revenues surge to US$127 billion as it continues to defy US sanctions Wait, thought controls were "working"?... https://t.co/fueavLdQgI
The Court of First Instance of Hong Kong has granted the Securities and Futures Commission a worldwide interim injunction order in legal proceedings against Mr Chan Ching Wa, a former staff of the Hong Kong Exchange and Clearing Limited (HKEX),...
China Hits Japanese Firms With Export Bans—Move marks another escalation in economic campaign against Japan over prime minister’s Taiwan comment @wsj_douglasj https://t.co/KP8DkI7RD5 https://t.co/KP8DkI7RD5
SCMP: "Consumer spending during China’s Lunar New Year rose modestly this year, according to early official data, as authorities extended the holiday and stepped up stimulus measures to support domestic demand." https://t.co/d5LzFaVd4V via @scmpnews
.@dunne_insights: “China controls roughly 70 percent of rare earth mining and over 90 percent of processing capacity. Without a thriving domestic EV industry creating sustained demand, America lacks the economic incentive to build the…supply chains.” https://t.co/hU5loovdzh
1/7 Reuters: "China's biggest solar firms shed nearly one-third of their workforces last year, company filings show, as one of the industries hand-picked by Beijing to drive economic growth grapples with falling prices and steep losses." https://t.co/BDS9UWJaXO
I've been a bit quiet on here for a while. I'm still busy over at @smartkarma. Over the weekend I published two pieces on TICO (Toyota Industries Co (6201 JP)) which is currently undergoing a Tender Offer by Toyota Asset...
POS Malaysia “Survival Before Recovery”. •Another Net loss RM209m FY25 •9 tahun berturut rugi. It’s a structural earnings problem, reflecting business model under sustained pressure. •Accum losses driven reserves to deeply negative ~RM1 bil •Net Asset per share only 11sen. Balance sheet now thinly...
🚨 2 Biggest Accident of the day 🚨 Hit Lower circuit in 2 stocks 🔻 1) IDFC first bank Ltd. (-16%) Down 2) UPL Ltd. (-14%) Down - IDFC first bank stock hit lower circuit due to fraud case of ₹590 Cr. -...
1/ The market is convinced that AI will kill SaaS. That seems overly simplistic. There's been carnage in Japan's SaaS sector, with babies clearly thrown out of the bathwater. That could signal opportunity. https://t.co/cmwPpqWG59
Kyle Chan: "China’s strength across multiple overlapping industries creates a compounding effect for its industrial policy efforts." https://t.co/1Z2o8dcRWq
Where are the best opportunities in Japanese equities? I sat down recently with Isabella Foley of @ForagerFunds to discuss this and other topics. Bella covers global equities for Forager Funds Management's global fund, focusing on small & mid caps, with...
The Gift Nifty fools think India will get some special deal You try to dishonor a deal with the US and see what happens. That will surely get you the lower circuit in Gift futures overnight. The stupidity of markets. I am not saying...
Minggu ini investors will be swamped with Q4 2025 earnings syarikat Bursa. Sehingga ini hanya 8 syarikat besar (>RM10b mkt cap) yg umum, due to CNY. •CDB - Below Estimate. Stock Down •Maxis - Above. Up •99 SM - Within....
New post just published: on Singapore-listed watch retailer The Hour Glass (HG SP). Swiss watch exports to Switzerland are now growing again, and second-hand market Rolex prices are rising in an almost upwards line. It trades at 9.4x P/E on...
We should stop asking for stock markets to be open for every economic announcement so that traders can hedge their risks. Imagine if our market was open when these new tariffs were announced and old ones scapped- 12 hours later people...
China’s economy has held up remarkably well against shocks like U.S. tariffs but continued resilience will need consumption to drive growth, rather than external demand, according to a report by the International Monetary Fund. @Tracyyyqu https://t.co/7pUUCZaEr2
When Trade Deal Announced. Nifty jumped 1100-1200 points📈 and within few minutes 500-600 points gone. And within 1 week almost down to the previous level.. So, don't be so excited after this US Supreme Court Decision. 📊 Gift Nifty only...
Trump Tariffs (most of them, not all) struck down by SCOTUS. Immediate reaction on stocks: •US higher (Mag7 up led by GOOGL +4%). •Europe higher: London, Paris, Amsterdam at ATH. •Asia likely positive, but on the contrary the front loadings...
Very good Rhodium piece on the cost advantage of Chinese EVs: “In practice, countries seeking to protect domestic industries have two broad options. One is to impose very high tariffs that account not only for subsidies but also for structural...
It's almost March and Korean stocks have barely had any down days all year, lol. Crazy https://t.co/5E1xp4S5XL
VIX at 14.4, up 7%. Not panic… but volatility is waking up. Now it’s simple. >> If Nifty pushes into the liquidity zone and sustains, while VIX stays firm or rises… that’s real fuel. Calls can expand properly. >> But if price goes...
*TAKAICHI:THERE IS A DEARTH OF DOMESTIC INVESTMENT IN JAPAN Takaichi dropping truth bombs. Starts of with the biggest
Chinese memory firms GigaDevice Semiconductor and Montage Technology have emerged as new heavyweights in the domestic semiconductor industry, as these companies founded by US-returned Chinese engineers capitalise on the global memory supercycle. https://t.co/Vn4nQD1BYc
Exchange levies 15% add-on exposure margin on 18 high concentration F&O names from Feb 25 (announced yesterday) Stocks that might see some pressure due to increased margins - ABCAP, ARBP, BANDHAN, CCRI, CROMPTON, GNP, IDEA, JSW, LICHF, NBCC, NMDC, PATANJALI, RBL...
Best performing stock markets in the world (local currency) year-to-date. 1. S Korea +34.7% 2. Turkey +24.1% 3. Thailand +18.6% In Asia only Indonesia, India negative. Malaysia is up only 4.3%.
Top 2 sectors and top 10 stocks in those 2 sectors #stockmarket #Nifty50 #ai #bess #energy
Now that there is a consensus on what has caused the imbalances and why they are so damaging to China and to the global economy, we have to begin to understand just why it will be so difficult for China...
FT: “The IMF estimated that China spends about 4 per cent of its GDP subsidising companies in critical sectors, and said it should reduce that by 2 percentage points in the medium term.” This is a start, of course, but just...
FPIs have finally started some buying, it looks like - in equity, they've added about 14,000 cr. in Feb this far: https://t.co/6Ag6kWbKnh
Nikkei +0.71%; real estate, banks, textiles led; VIX-Nikkei 27.89. Leaders: Yokohama Rubber, Omron. Risks: FX (USD/JPY 155.11), commodity shocks. Trade: buy Nikkei ETF. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
