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A place for the Singapore investment community to share information, research and updates.
Sustainable aviation fuel volumes growing, but ‘disappointingly slowly’: IATA
Read: https://link.theedgesingapore.com/ztFz2MxSjaoss9PD9
Follow us on: @theedgesg
Explainer-How likely is a Bank of Japan rate hike next week?
https://www.channelnewsasia.com/business/explainer-how-likely-bank-japan-rate-hike-next-week-4799976
OpenAI CFO thinks business users will pay thousands monthly for AI tools
Read: https://link.theedgesingapore.com/DF9bdeAzC5cytQog9
Follow us on: @theedgesg
Nippon Steel slams 'inappropriate' politics in US deal
https://www.channelnewsasia.com/business/nippon-steel-slams-inappropriate-influence-politics-takeover-deal-united-states-japan-4799926
Maybank downgrades rating on Malaysia property to ‘neutral’ on JS-SEZ delay, lack of new drivers
https://www.businesstimes.com.sg/companies-markets/maybank-downgrades-rating-malaysia-property-neutral-js-sez-delay-lack-new-drivers
Myanmar's economy to shrink as floods compound crisis, says World Bank
https://www.channelnewsasia.com/business/myanmars-economy-shrink-floods-compound-crisis-says-world-bank-4799916
Australia picks BP, Neoen projects in biggest renewables tender
Read: https://link.theedgesingapore.com/iLh4k3a7A1yuZMEq5
Follow us on: @theedgesg
Singapore REITs Monthly Update (November 10th, 2024)
https://mystocksinvesting.com/singapore-reits/singapore-reits-monthly-update-november-10th-2024/
OpenAI CFO sees Trump as AI president, trusts Musk to prioritise national interest
https://www.channelnewsasia.com/business/openai-donald-trump-president-artificial-intelligence-elon-musk-4799651
Emerging Asia could be the 'next growth area': SGX
https://www.cnbc.com/video/2024/12/11/emerging-asia-could-be-the-next-growth-area-sgx.html
Google’s top lobbyist departs during continued regulatory scrutiny
Read: https://link.theedgesingapore.com/g4oeuPuUt1Am8Ssi7
Follow us on: @theedgesg
Club Med owner shares jump 83% after HK take-private offer
https://www.straitstimes.com/business/companies-markets/club-med-owner-shares-jump-83-after-hk-take-private-offer
US Steel shares drop as Biden plans to block sale to Nippon Steel
Read: https://link.theedgesingapore.com/p5GL2nQteMgoD6RcA
Follow us on: @theedgesg
Club Med owner shares jump 83% after Hong Kong take-private offer
Read: https://link.theedgesingapore.com/sSetbctwGKSWK5fg9
Follow us on: @theedgesg
[PREMIUM CONTENT] Excitement about Willow, quantum computing sends Alphabet’s shares higher: Morningstar
Read: https://link.theedgesingapore.com/UdGBRMRh7VF2DqKQ7
Download our app: edgesg.link/appdl
Charge+ acquires 140 EV chargers from 3 companies ceasing commercial charging services in Singapore
https://www.businesstimes.com.sg/singapore/charge-acquires-140-ev-chargers-3-companies-ceasing-commercial-charging-services-singapore
Morningstar raises SGX’s fair value, following Citi, Morgan Stanley, RHB
Read: https://link.theedgesingapore.com/XT9TExuJyF7r7GFdA
Follow us on: @theedgesg
Maybank downgrades rating on Malaysia property to ‘neutral’ on JS-SEZ delay, lack of new drivers
https://www.businesstimes.com.sg/international/asean/maybank-downgrades-rating-malaysia-property-neutral-js-sez-delay-lack-new-drivers
Suntec REIT cash offer of S$1.16. What should unitholders do?
https://growbeansprout.com/suntec-reit-cash-offer-2024
Economists raise Singapore’s 2025 growth forecast to 2.6%: MAS survey
https://www.straitstimes.com/business/economists-raise-singapores-2025-growth-forecast-to-2-6-mas-survey
🇺🇸 Trump’s inauguration to open opportunities?
Our discussions with UK and Europe-based clients last week focused on near-term opportunities and medium-term risks. Investors are underweight Asia now, but are ready to deploy capital in early 2025. Presently, investors are all-in with “Trump trades”. That includes long USD, long gold, long cryptos, long US stocks, and short US rates duration💲
A series of tactical trading opportunities could open up after Trump’s inauguration. Where do we see risks and potential gains?
CPF Special, MediSave and Retirement Accounts’ interest rate falls to 4% for Q1 2025
https://www.businesstimes.com.sg/companies-markets/cpf-special-medisave-and-retirement-accounts-interest-rate-falls-4-q1-2025
TikTok files legal challenge against Canada unit shutdown order
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/tiktok-files-legal-challenge-against-canada-unit-shutdown-order
Analysis:Rival LNG supplies, Sakhalin's depleting fields give Japan an exit from Russian gas
https://www.channelnewsasia.com/business/analysisrival-lng-supplies-sakhalins-depleting-fields-give-japan-exit-russian-gas-4799891
Markets counting on Fed to do 'the right thing': Strategist
https://www.cnbc.com/video/2024/12/11/markets-counting-on-fed-to-do-the-right-thing-strategist.html
Club Med owner shares jump 83% after Hong Kong take-private offer
https://www.businesstimes.com.sg/companies-markets/club-med-owner-shares-jump-83-after-hong-kong-take-private-offer
REIT Posts of the Week @ 7 December 2024
https://www.reit-tirement.com/2024/12/reit-posts-of-week-7-december-2024.html
🏙️ Singapore REITs Outlook: What's ahead for 2025
Date/Time: 8 Jan 2025 (Wed), 7:00pm
Venue: SGX Auditorium
Are you wondering how REITs would perform in the year ahead? Join us for an exclusive seminar to delve into the effects of recent interest rate cuts on REITs, borrowing costs, yields, and valuations. Gain valuable insights on navigating these changes and optimizing your REIT investments, and discover strategies to leverage opportunities and enhance your investments in an evolving interest-rate environment.
➡️ Secure your seat to stay ahead in the dynamic world of REITs here: bit.ly/49qRaUt
[PREMIUM CONTENT] Maybank keeps Sembcorp at ‘buy’ with higher TP following agreement to import renewable energy from Malaysia
Read: https://link.theedgesingapore.com/M4PpsC77pgsqQYMe8
Download our app: edgesg.link/appdl
Morning update ⏰
🛍️ Global Retail Stocks: Potential beneficiaries amid uneven holiday sales
The US holiday season is coming in strong, with higher-than-expected shopper traffic and higher average spending. However, the effect on retailers appears to be uneven as consumers remain selective due to ongoing inflationary pressures. Which retail players do we favour for market share gains and stronger value-for-money positioning?
https://go.dbs.com/3Zpe61E
😓 AUD/USD pressured by RBA-Fed divergence
AUD/USD depreciated 1% to 0.6377, its lowest closing level this year. At this year’s final meeting, the Reserve Bank of Australia kept the cash rate target unchanged at 4.35%. However, it left the door open for a rate cut when it returns in February. AUD/USD was also weighed down by a potential Fed pause at its first meeting in January 2025. What are we expecting at next week's FOMC meeting?
https://go.dbs.com/41u2Vrk