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POEMS StocksBNB
22 сент., 00:49
Curated Headlines for 22 September 2026South China Morning PostAsia investors demand AI revenue proof as focus shifts from exposure to earnings: BofA https://www.scmp.com/business/china-business/article/3368216/asia-investors-demand-ai-revenue-proof-focus-shifts-exposure-earnings-bofa?module=top_story&pgtype=sectionDespite stock stress, CATL likely to retain EV battery dominance in China, analysts say https://www.scmp.com/business/china-business/article/3368231/despite-stock-stress-catl-likely-retain-ev-battery-dominance-china-analysts-say?module=top_story&pgtype=sectionChina’s collection of stock stamp duty jumps more than 80% as AI frenzy boosts trading https://www.scmp.com/business/china-business/article/3368185/chinas-collection-stock-stamp-duty-jumps-more-80-ai-frenzy-boosts-trading?module=top_story&pgtype=sectionThe Wall Street JournalThe Magnificent Seven Is RoaringSouth China Morning PostAI investors in Asia seen shifting focus to earnings ahead of Xi-Trump summitInvestments in artificial intelligence increasingly hinge on monetisation, Bank of America survey finds, as ‘fundamentals drive everything’.POEMS StocksBNB
21 сент., 01:17
StocksBNB SG Bonds – Week 39 : SGS yields were mixedMajor central bank decisions dominated the week. The Fed raised the fed funds target range by 25bps to 3.75%–4.00% in a unanimous 12–0 vote, citing solid economic activity and still-elevated inflation. The BoE kept bank rate unchanged at 3.75%, while the BoJ raised its policy rate by 25bp to 1.25%, the highest level in 31 years.SGS yields were relatively resilient despite rising UST yields. 2Y and 5Y up 7bps and 3bps to 1.82% and 2.12%, respectively. The 10Y fell 2bps to 2.43%.Looking ahead, we expect UST yields to remain elevated, with the front end particularly sensitive to further repricing of the Fed path. Markets are pricing in 53% probability of another 25bps hike in October, while the Fed’s September projections point to another increase by year-end. Domestically, headline inflation is expected to edge up to 2.3% YoY inStocksBNBSG Bonds - Week 39 : SGS yields were mixed - StocksBNBMajor central bank decisions dominated the week. The Fed raised the fed funds target range by 25bps to 3.75%–4.00% in a unanimous 12–0 vote, citing solid economic activity and still-elevated inflation. The BoE kept bank rate unchanged at 3.75%, while the…POEMS StocksBNB
21 сент., 01:17
StocksBNB Singapore REITs Monthly – Not all doom and gloom after rate hikeThe S-REITs Index declined 4% in August, reversing the 3% gain in July. NTT DC REIT (NTTDCR SP, non-rated) was the best performer, rising 3.8% (-6.4% YTD), following a positive 1Q26/27 business update, with DI 10.6% above its IPO projection. Daiwa House Logistics Trust (DHLT SP, non-rated) was the worst performer, declining 17.5% (-29.2% YTD), amid concerns over JPY weakness against SGD and vacancy risk. The overseas retail REIT sub-sector was the best-performing sub-sector, declining 0.8%, while overseas commercial REITs were the weakest, declining 6.2%. The Fed turned more hawkish, delivering a 25bps hike to 3.75–4.00%, with the Dot Plot indicating another hike in 2026. For S-REITs, higher-for-longer rates could weigh on valuations by putting upward pressure on dividend yields and keeping refinancing costsStocksBNBSingapore REITs Monthly – Not all doom and gloom after rate hike - StocksBNBThe S-REITs Index declined 4% in August, reversing the 3% gain in July. NTT DC REIT (NTTDCR SP, non-rated) was the best performer, rising 3.8% (-6.4% YTD), following a positive 1Q26/27 business update, with DI 10.6% above its IPO projection. Daiwa House Logistics…POEMS StocksBNB
21 сент., 01:17
StocksBNB SASSEUR REIT- Healthy traffic ahead of anniversary sales• We visited the outlet malls in Chongqing Liangjiang and Chongqing Bishan before SASSR’s Anniversary Sales. Both Chongqing outlets continued to deliver steady sales growth for 2Q26 (Liangjiang +3.7% YoY, Bishan +3.5% YoY). 1H26 Portfolio Sales reached record 1H high since listing (+7.4%YoY).• We observed a diversified tenant mix across domestic fashion, international and sports brands. Key brands included Bosideng, PoloWalk, and Biemlofen in domestic fashion; +39Space, Coach, and Navigare among international brands; and Nike, Adidas, and Fila in sports. The portfolio also appeared relatively diversified at the tenant level, with the top 10 tenants accounting for only 17% of gross revenue and no single tenant contributing more than 5%.• VIP membership base has continued to expand, exceeding 5.2mn members as of 1H26StocksBNBSASSEUR REIT- Healthy traffic ahead of anniversary sales - StocksBNB• We visited the outlet malls in Chongqing Liangjiang and Chongqing Bishan before SASSR’s Anniversary Sales. Both Chongqing outlets continued to deliver steady sales growth for 2Q26 (Liangjiang +3.7% YoY, Bishan +3.5% YoY). 1H26 Portfolio Sales reached…POEMS StocksBNB
21 сент., 00:58
Curated Headlines for 21 September 2026South China Morning PostTesla auditing Chinese suppliers ahead of Optimus roll-out: sources The supplier audits come as Elon Musk’s firm aims to quickly ramp up production of its Optimus humanoid robot after its release later this year https://www.scmp.com/business/companies/article/3368053/tesla-auditing-chinese-suppliers-ahead-optimus-roll-out-sources?module=top_story&pgtype=sectionChina’s crude imports are rising again. What will that mean for oil prices? China’s plunging oil imports prevented a bigger price spike after the Iran war broke out, but its crude purchases are now ticking up again https://www.scmp.com/economy/china-economy/article/3368047/chinas-crude-imports-are-rising-again-what-will-mean-oil-prices?module=top_story&pgtype=sectionThe Business TimesOil rises after Houthi attack on Saudi capital Both oil benchmarks rose onSouth China Morning PostTesla auditing Chinese suppliers ahead of Optimus roll-out: sourcesThe supplier audits come as Elon Musk’s firm aims to quickly ramp up production of its Optimus humanoid robot after its release later this year.POEMS StocksBNB
18 сент., 13:16
StocksBNB Oracle Corp – Revenue inflection as AI monetisation gains traction1Q27 result met our expectation, with revenue and PATMI at 22%/23% of our FY27e forecasts. Revenue rose 30% YoY, led by Cloud infrastructure growth (+121% YoY). We expect earnings to be backloaded into a stronger 2H27e on the data centre ramp-up.Group revenue is expected to accelerate to 34% YoY (FY26: 16%), driven by Cloud Infrastructure revenue surging 109% to US$38bn and accounting for 42% of group revenue. Capacity deployment is accelerating, with 850MW of AI compute capacity added in 1Q27, nearly matching FY26’s full-year 1.2GW. OpenAI-related capacity is already being monetised, with the majority of the US$300bn OCI commitment expected to ramp from 2027, while a potential IPO could strengthen its funding capacity. Meanwhile, Stargate remains on track with the Abilene campus 75% complete andStocksBNBOracle Corp – Revenue inflection as AI monetisation gains traction - StocksBNB1Q27 result met our expectation, with revenue and PATMI at 22%/23% of our FY27e forecasts. Revenue rose 30% YoY, led by Cloud infrastructure growth (+121% YoY). We expect earnings to be backloaded into a stronger 2H27e on the data centre ramp-up. Group revenue…POEMS StocksBNB
18 сент., 01:16
StocksBNB Adobe Inc – No inflection point in sight3Q26 revenue/adj. PATMI met our expectations at 74%/78% of our FY26e forecast. Growth is driven mainly by the Adobe Creative Cloud Pro (CC Pro) deal, with Creative freemium monthly active users (MAU) growing over 70% YoY, surpassing 100mn. Management raised FY26e guidance only marginally, with revenue and adj. EPS guidance increasing by 0.2% and 0.3%, respectively. Despite AI-first ARR exceeding US$650mn, FY26e ending ARR growth guidance was maintained at 10.2% (vs. 11.5% in FY25), reflecting a continued emphasis on user acquisition and engagement over monetisation. Separately, Chakravarthy will succeed Shantanu Narayen as CEO on 1 Dec 2026, ensuring leadership continuity. We maintain our NEUTRAL recommendation and raise our TP to US$261 (prev. US$203). We raise FY26e revenue and adjusted EPS forecasts by <1% https://www.stocksbnb.com/wStocksBNBAdobe Inc – No inflection point in sight - StocksBNB3Q26 revenue/adj. PATMI met our expectations at 74%/78% of our FY26e forecast. Growth is driven mainly by the Adobe Creative Cloud Pro (CC Pro) deal, with Creative freemium monthly active users (MAU) growing over 70% YoY, surpassing 100mn. Management raised…POEMS StocksBNB
18 сент., 00:57
Curated Headlines for 18 September 2026South China Morning PostHuawei quickens AI chip pace, promises next entrant 3 quarters early https://www.scmp.com/tech/big-tech/article/3367832/huawei-quickens-ai-chip-pace-promises-next-entrant-3-quarters-early?module=top_story&pgtype=sectionHong Kong to support rocket, satellite IPOs as SpaceX-led sector takes off https://www.scmp.com/business/banking-finance/article/3367810/hong-kong-support-rocket-satellite-ipos-spacex-led-sector-takes?module=top_story&pgtype=sectionThe Business TimesAnthropic says Claude now leads a quarter of work building its next AI models Claude’s contribution to the technology’s development has risen rapidly https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/anthropic-says-claude-now-leads-quarter-work-building-its-next-ai-modelsBank of Japan set to raise interest rates to 31-year high A hikeSouth China Morning PostHuawei quickens AI chip pace, promises next entrant 3 quarters earlyCompany says ‘performance-doubling’ Ascend 960DT training chip to debut in first quarter, followed by 960PR inference chip in third quarter.POEMS StocksBNB
17 сент., 13:16
StocksBNB ETF Monthly: August 2026 – Oil to outperform in SeptemberReview of asset classes performance in August – Mostly ETFs were in the green, with the top gainer being the ETF tracking Bitcoin (BITO), which surged 24%. On the other hand, the losers were the ETFs tracking US Treasury Bonds and Hang Seng Index, which declined 0.2% and 1.2% respectively.For their current trends, Singapore equities remain in an uptrend. Meanwhile, most asset classes namely the S&P 500, Gold, Oil, Bitcoin and Hang Seng Index are in a range consolidation. Conversely, US Treasury Bonds are in a downtrend.Heading into September, we expect the ETF tracking Oil to extend its gains. Meanwhile, the ETFs tracking the S&P 500 and Hang Seng Index are likely to consolidate sideways. Conversely, the ETFs tracking US Treasury Bonds, Gold, Bitcoin and Singapore Equities are likely to pull back. Summary of AssetStocksBNBETF Monthly: August 2026 - Oil to outperform in September - StocksBNBReview of asset classes performance in August - Mostly ETFs were in the green, with the top gainer being the ETF tracking Bitcoin (BITO), which surged 24%. On the other hand, the losers were the ETFs tracking US Treasury Bonds and Hang Seng Index, which declined…1,340Открыть в TelegramPOEMS StocksBNB
17 сент., 13:15
StocksBNB Phillip Macro Update – Fed tightens as inflation pressures persistKey points to note:1. Rate hike aims to prevent broader inflation pressures. The Fed acknowledged that monetary policy cannot directly lower oil or food prices. Instead, the hike aims to prevent these cost pressure from feeding into broader inflation through second- and third-order effects. 2. Stronger economy gives the Fed more room to focus on inflation. The September SEP points to a more resilient economy. 2026 GDP growth was revised to 2.3% from 2.2%, while unemployment was revised down to 4.1% from 4.3%. 3. Higher Treasury yields have yet to translate into broader economic restraint. Despite the rise in Treasury yields, Warsh said broad financial conditions remain difficult to describe as restrictive. He attributed higher long-end yields partly to stronger economic growth and greater competition forStocksBNBPhillip Macro Update - Fed tightens as inflation pressures persist - StocksBNBKey points to note: Rate hike aims to prevent broader inflation pressures. The Fed acknowledged that monetary policy cannot directly lower oil or food prices. Instead, the hike aims to prevent these cost pressure from feeding into broader inflation through…POEMS StocksBNB
16 сент., 00:55
Curated Headlines for 16 September 2026South China Morning PostChinese firms’ export share to reach 31% by 2035 as global expansion deepens: Goldman Sachs https://www.scmp.com/business/china-business/article/3367561/chinese-firms-export-share-reach-31-2035-global-expansion-deepens-goldman-sachs?module=top_story&pgtype=sectionUnitree’s US$30 billion stock wipe-off spurs regulatory caution on humanoid robot IPOs https://www.scmp.com/business/china-business/article/3367545/unitrees-us30-billion-stock-wipe-spurs-regulatory-caution-humanoid-robot-ipos?module=top_story&pgtype=sectionThe Wall Street JournalIran War’s Price Tag, Pegged at $38 Billion, Is Growing as Much as $3 Billion a Month The nonpartisan Congressional Budget Office also estimates five years needed to replace missile interceptors https://www.wsj.com/politics/national-security/congressional-watchdog-puts-war-costs-at-South China Morning PostChina’s export share to reach 31% by 2035 as global expansion deepens: reportThe report says the biggest opportunities favour ‘latecomers’ in fields such as robotaxis, e-commerce, surgical robots and power equipment.POEMS StocksBNB
15 сент., 06:15
Curated Headlines for 15 September 2026South China Morning PostCosco Shipping arm readies China IPO to capitalise on global shipbuilding wave https://www.scmp.com/economy/article/3367409/cosco-shipping-arm-readies-china-ipo-capitalise-global-shipbuilding-wave?module=top_story&pgtype=sectionForms Syntron draws Hong Kong’s next-gen tycoons in HK$940 million IPO https://www.scmp.com/business/banking-finance/article/3367464/forms-syntron-draws-hong-kongs-next-gen-tycoons-hk940-million-ipo?module=top_story&pgtype=sectionHong Kong faces pressure to speed up trading hours review after South Korea’s move https://www.scmp.com/business/banking-finance/article/3367433/hong-kong-faces-pressure-speed-trading-hours-review-after-south-koreas-move?module=top_story&pgtype=sectionThe Business TimesOil settles higher after Saudi strikes stoke supply worries Both crude benchmarks increased bySouth China Morning PostCosco Shipping arm clears China IPO path amid global shipbuilding boomSupply chain stress and transit detours boost China’s shipbuilding orders, setting stage for Cosco Shipping Heavy Industry’s listing.POEMS StocksBNB
14 сент., 13:15
StocksBNB Apple Inc. – Exciting new foldable, but outlook remains complicatedAAPL hosted its “Surprise and Shine” launch event on 9 September, one of the most significant hardware launches in recent years, headlined by the iPhone Duo, AAPL’s first foldable smartphone. Alongside the Duo, AAPL introduced the iPhone 18 Pro and Pro Max, Apple Watch Series 12 and Ultra 4, and AirPods 5.iPhone Duo starts at US$1,999, establishing an entirely new price tier above the Pro Max, while the iPhone 18 Pro and Pro Max received a US$100 price increase, starting at US$1,199 and US$1,299. This should provide further support to iPhone ASPs. We expect the new lineup to generate strong initial demand, particularly for the iPhone Duo due to its novelty. However, the sustainability of demand at increasingly premium price points remains to be tested. Meanwhile, AI remains the weaker part of AAPL’sStocksBNBApple Inc. - Exciting new foldable, but outlook remains complicated - StocksBNBAAPL hosted its “Surprise and Shine” launch event on 9 September, one of the most significant hardware launches in recent years, headlined by the iPhone Duo, AAPL’s first foldable smartphone. Alongside the Duo, AAPL introduced the iPhone 18 Pro and Pro Max…POEMS StocksBNB
14 сент., 01:14
StocksBNB SG Bonds – Week 38 : SGS yields edged higher WoWafter August CPI rose 0.4% MoM and 3.4% YoY, while core CPI increased 0.3% MoM, reinforcing market expectations of a September Fed hike.SGS yields moved higher in tandem, with the 2Y up 6bps to 1.75%, while the 5Y and 10Y rose 8bps to 2.09% and 2.45%, respectively.Looking ahead, we revise our base case and now expect the Fed to raise rates by 25bp at the September FOMC meeting. The case for a hike rests on the risk that renewed energy pressures prolong inflation persistence. Domestically, with relatively few local catalysts, we expect SGS yields to remain broadly range-bound with a slight upward bias. Key economic releases for the week 15 Sep – MAS 12-Week Bill Auction; MAS 4-Week Bill, MAS 36-Week Bill 16 Sep – US Retail Sales (Aug), US Fed Interest Rate DecisionMarket Recap Global UST yields rose sharply over the week.StocksBNBSG Bonds - Week 38 : SGS yields edged higher WoW - StocksBNBafter August CPI rose 0.4% MoM and 3.4% YoY, while core CPI increased 0.3% MoM, reinforcing market expectations of a September Fed hike. SGS yields moved higher in tandem, with the 2Y up 6bps to 1.75%, while the 5Y and 10Y rose 8bps to 2.09% and 2.45%,…POEMS StocksBNB
14 сент., 01:14
StocksBNB Pacific Radiance Ltd – Ceasing coverage1H26 performance weakened materially, with revenue declining 19% YoY to US$19.8mn. Ship repair revenue fell due to fewer completed jobs and longer completion periods for certain higher-value projects, while ship management revenue was affected by lower chartering and management activities amid the Middle East conflict. Gross profit declined 39% as Middle East operating costs increased. PATMI nearly halved to US$4.7mn as weaker operating profit was further affected by the change from a tax credit in 1H25 to a tax expense in 1H26.The offshore oil and gas market continued to be affected by heightened geopolitical tensions and regional conflicts in the Middle East.Following this report, we will be ceasing coverage of Pacific Radiance due to the reallocation of coverage resources. The post Pacific Radiance Ltd – Ceasing coverage appearedStocksBNBPacific Radiance Ltd – Ceasing coverage - StocksBNB1H26 performance weakened materially, with revenue declining 19% YoY to US$19.8mn. Ship repair revenue fell due to fewer completed jobs and longer completion periods for certain higher-value projects, while ship management revenue was affected by lower chartering…POEMS StocksBNB
14 сент., 01:14
StocksBNB Magnificent 7 Monthly: Aug 26 – Selling AI beats buying AIMag-7 (+3.5%) rose for a second straight month, ahead of the S&P500 (+2.6%) but behind the NASDAQ (+4.2%). The two largest AI spenders, GOOGL (-5.3%) and AMZN (-4.3%), were the only decliners, while NVDA (+9.5%) and MSFT (+9.2%) rallied on AI revenue and capex discipline. TSLA (+18.2%) led the group after Nevada cleared it to run up to 5,000 robotaxis in Clark County.We maintain OVERWEIGHT on the Mag-7. August marked a shift from rewarding AI spending to rewarding AI revenue. NVDA guided FY28e revenue to grow ~70% YoY, constrained by supply and not demand, while GOOGL fell on an AI leadership reshuffle and a US$25bn bond issue to fund data centres, and AMZN on proposed US tariffs on imported chips.The Mag-7 index trades at 23x forward earnings, with earnings growth of 32%/30% for FY26e/27e. It trades below itsStocksBNBMagnificent 7 Monthly: Aug 26 - Selling AI beats buying AI - StocksBNBMag-7 (+3.5%) rose for a second straight month, ahead of the S&P500 (+2.6%) but behind the NASDAQ (+4.2%). The two largest AI spenders, GOOGL (-5.3%) and AMZN (-4.3%), were the only decliners, while NVDA (+9.5%) and MSFT (+9.2%) rallied on AI revenue and…POEMS StocksBNB
14 сент., 00:55
Curated Headlines for 14 September 2026South China Morning PostYuen Kee Food enters final stage of Hong Kong IPO after HKEX approval, sources say https://www.scmp.com/business/banking-finance/article/3367133/yuen-kee-food-enters-final-stage-hong-kong-ipo-after-hkex-approval-sources-say?module=top_story&pgtype=sectionThe Wall Street JournalTesla Is Reclaiming the U.S. EV Market as Legacy Automakers Retreat U.S. EV sales remain depressed, but Tesla’s market share has recovered from its 2025 nadir https://www.wsj.com/business/autos/tesla-is-reclaiming-the-u-s-ev-market-as-legacy-automakers-retreat-71ec2053?mod=hp_lead_pos2Bessent Says the U.S. Can Grow Its Way Out of the Debt Crunch. What Would It Take? Treasury secretary makes the argument that strong economic expansion is the antidote to climbing out of the deep debt hole https://www.wsj.com/economy/federal-debt-growth-solution-South China Morning PostYuen Kee Food clears HKEX listing hearing for up to HK$400 million IPO: sourcesThe dumpling chain is likely to list in October following three funding rounds.POEMS StocksBNB
11 сент., 01:03
Curated Headlines for 11 September 2026South China Morning PostDeepSeek says new Flash AI model beats Kimi K3 on cyber, coding benchmarks https://www.scmp.com/tech/big-tech/article/3367051/deepseek-says-new-flash-ai-model-beats-kimi-k3-cyber-coding-benchmarks?module=top_story&pgtype=sectionSHKP posts 4.6% profit rise amid Hong Kong’s property recovery https://www.scmp.com/business/article/3367088/shkp-posts-46-profit-rise-amid-hong-kongs-property-recovery?module=top_story&pgtype=sectionThe Wall Street JournalThe Unrelenting Bond Selloff Puts the 10-Year Yield on the Cusp of 5% Rising borrowing costs threaten to disrupt the stock market and slow the economy https://www.wsj.com/finance/investing/the-unrelenting-bond-selloff-puts-the-10-year-yield-on-the-cusp-of-5-78bfb4db?mod=hp_lead_pos1The Business TimesOil surges 6%, Brent and US crude both surpass US$100 on more tankerSouth China Morning PostDeepSeek says new Flash AI model beats Kimi K3 on cyber, coding benchmarksDeveloper’s V4.1 Flash launch highlights China’s AI battle, where efficiency and speed drive competition amid chip curbs.1,360Открыть в TelegramPOEMS StocksBNB
10 сент., 01:01
Curated Headlines for 10 September 2026South China Morning PostChinese AI firm DeepSeek taps underwriters including Citic Securities for IPO: sources https://www.scmp.com/tech/tech-trends/article/3366948/chinese-ai-firm-deepseek-taps-underwriters-including-citic-securities-ipo-sources?module=top_story&pgtype=sectionChinese stock recovery faces US Fed and oil pressures in September, says top fund manager https://www.scmp.com/business/china-business/article/3366885/chinese-stock-recovery-faces-us-fed-and-oil-pressures-september-says-top-fund-manager?module=top_story&pgtype=sectionThe Business TimesECB set to hike as Iran war fuels fresh inflation fears It is expected to raise interest rates from 2.25% to 2.5% https://www.businesstimes.com.sg/companies-markets/banking-finance/ecb-set-hike-iran-war-fuels-fresh-inflation-fearsApple joins foldable phone race with US$1,999South China Morning PostChinese AI firm DeepSeek taps underwriters for IPO: sourcesStart-up aims to begin the IPO process this year to list on Shanghai’s Nasdaq-like Star market, sources say.POEMS StocksBNB
9 сент., 00:56
Curated Headlines for 9 September 2026South China Morning PostEager capital prompts IPO plans for more Chinese makers of brain-computer interfaces https://www.scmp.com/business/china-business/article/3366744/eager-capital-prompts-ipo-plans-more-chinese-makers-brain-computer-interfaces?module=top_story&pgtype=sectionRecord US$1.3 trillion pours into Hong Kong investment products https://www.scmp.com/business/banking-finance/article/3366789/investors-pour-record-us13-trillion-hong-kong-investment-products?module=top_story&pgtype=subsectionThe Wall Street JournalWhat to Know About Anthropic’s Planned IPO The artificial-intelligence giant has yet to officially launch its listing https://www.wsj.com/finance/stocks/what-to-know-about-anthropics-planned-ipo-c2f58908The Business TimesOil jumps on new Houthi attacks, reported Kharg Island blasts Brent oil is up more than 60 perSouth China Morning PostMore Chinese developers of brain-computer interfaces move towards IPOsArfysica and Neuracle aim for Star Market listings amid what a Morgan Stanley analyst calls the ‘early stage of a multi-year IPO upcycle’.
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