reports
- Leonard Law
- Trung Nguyen
- Colin Lee
- Ejann Hiew
- Greater China Research Team
- Johnny Yum Chung Man
Greater China Daily: Monday, January 5, 2026
Top Stories Sector Update | IT Hardware With the sales of NVIDIA H200 to China, Chinese AI developers will receive a major boost in compute resources, and China’s AI development will further accelerate in 2026. That said, domestic AI chips shipments will receive minimal impact, with foreign chips acting as a “demand gap filler” while the strengthening of local supply chain remains the highest priority. We maintain our positive view on the domestic AI supply chain with preferences for WFE makers...
- Adrian Loh Tzum Yung
- Singapore Research Team
Singapore Daily: Monday, January 5, 2026
Top Stories Strategy | Bullish Foundations In Place For 2026 We remain bullish on the Singapore market in 2026 given positive earnings growth prospects as well as funds flow momentum. We forecast a 2026 year-end target of 5,000 for the STI, implying an 8% upside from current levels. Key stock picks are CLAR, CLI, CIT, DFI, FR, GENS, KEP, OCBC, SE, ASL, CAREIT, CSE, FEH and VALUE. Market Spotlight • US stocks were mixed on Friday, with Dow Jones and S&P 500 gained while Nasdaq slipped as consume...
- Johnny Yum
Strategy - Alpha Picks: Strong Performance In December
Strategy | Alpha Picks: Strong Performance In December The JCI closed strong at the end of Dec 25 (+1.6% mom, +22.1% yoy). Our portfolio outperformed the JCI by 17.7% mom, driven by ENRG, DEWA, ARCI, JPFA, and ASSA, while MDKA was flat and TLKM and BBCA underperformed. We maintain our portfolio focus on US dollar-linked earnings and resilient bottom-up picks. We drop DEWA as it has reached our target price, and add HRUM and NCKL. Highlights • The JCI closed strong at the end of Dec 25 (+1.6% mo...
JPFA JAPFA COMFEED INDONESIA
BBCA PT BANK CENTRAL ASIA TBK
TLKM PT TELKOM INDONESIA (PERSERO) TBK CLASS B
MDKA MERDEKA COPPER GOLD TBK PT
NCKL PT TRIMEGAH BANGUN PERSADA TBK (HARITA NICKEL)
HRUM HARUM ENERGY TBK PT
ASSA IJ ADI SARANA ARMADA TBK PT (ASSA IJ)
ARCI IJ ARCHI INDONESIA (ARCI IJ)
- Suryaputra Wijaksana
Economics - Indonesia Economy 2026: The Path To Igniting "Animal Spiri...
Economics | Indonesia Economy 2026: The Path To Igniting "Animal Spirits" Our baseline 2026 outlook forecasts a moderate 5.3% GDP growth and a mildly weaker rupiah (~Rp 16,900/USD). However, a credible alternative “animal spirits” scenario exists. This could be triggered by FDI surges into minerals, aggressive reforms, foreign borrowing and a supportive global backdrop of Fed easing, and could spark a positive feedback loop, strengthening the rupiah to Rp15,600-15,800. This optimistic path, whil...
FTI Consulting Adds Forensic Accounting and Investigations Expert Mavi...
FTI Consulting Adds Forensic Accounting and Investigations Expert Mavis Tan in Asia HONG KONG, Jan. 04, 2026 (GLOBE NEWSWIRE) -- FTI Consulting, Inc. (NYSE: FCN) today announced further investment in its Forensic and Litigation Consulting segment in Asia with the appointment of Mavis Tan as a Senior Managing Director. Ms. Tan specialises in forensic accounting, dispute support and investigations. She rejoins FTI Consulting in Hong Kong from Control Risks, where she led the firm’s forensic services practice for Greater China and North Asia. She will work closely with clients to address al...
- Johnny Yum
- Maskun Ramli
- Suryaputra Wijaksana
Indonesia Daily - Monday, January 5, 2026
Economics | Indonesia Economy 2026: The Path To Igniting "Animal Spirits" Our baseline 2026 outlook forecasts a moderate 5.3% GDP growth and a mildly weaker rupiah (~Rp 16,900/USD). However, a credible alternative “animal spirits” scenario exists. This could be triggered by FDI surges into minerals, aggressive reforms, foreign borrowing and a supportive global backdrop of Fed easing, and could spark a positive feedback loop, strengthening the rupiah to Rp15,600-15,800. This optimistic path, whil...
JPFA JAPFA COMFEED INDONESIA
BBCA PT BANK CENTRAL ASIA TBK
TLKM PT TELKOM INDONESIA (PERSERO) TBK CLASS B
MDKA MERDEKA COPPER GOLD TBK PT
NCKL PT TRIMEGAH BANGUN PERSADA TBK (HARITA NICKEL)
HRUM HARUM ENERGY TBK PT
ASSA IJ ADI SARANA ARMADA TBK PT (ASSA IJ)
ARCI IJ ARCHI INDONESIA (ARCI IJ)
- Adrian Loh Tzum Yung
- Chong Lee Len
- Colin Lee
- Desmond Chong Chee Wai
- Ejann Hiew
- Johnny Yum
- Johnny Yum Chung Man
- Malaysia Research Team
- Singapore Research Team
- Suryaputra Wijaksana
- Thanawat Thangchadakorn
- Vincent Khoo Boo Aik
Regional Morning Meeting Notes: Monday, January 05, 2026
Greater China Sector Update | IT Hardware We see an acceleration in China’s AI development progress in 2026, with NVIDIA successfully obtaining the US government’s approval on H200 sales to China, which will provide a major boost to the Chinese the AI application users. We also believe that the shipment volume of domestic AI chips will receive minimal impact, with foreign chips acting as a “demand gap filler” while the establishment of a capable local supply chain remains the highest priorit...
ASM PACIFIC TECHNOLOGY LIMITED
544 CSE GLOBAL LTD.
C09 CITY DEVELOPMENTS LIMITED
BN2 ENERGI MEGA PERSADA
TISCO VALUETRONICS HOLDINGS
JPFA TISCO FINANCIAL GROUP
TMB JAPFA COMFEED INDONESIA
5347 TMB BANK PUBLIC COMPANY LIMITED
BBCA TENAGA NASIONAL BHD
O39 PT BANK CENTRAL ASIA TBK
BN4 OVERSEA-CHINESE BANKING CORPORATION LIMITED
TLKM KEPPEL CORPORATION LIMITED
SE PT TELKOM INDONESIA (PERSERO) TBK CLASS B
D01 SEA ADS
01810 DAIRY FARM INTERNATIONAL HOLDINGS LIMITED
G13 XIAOMI CORP. CLASS B
YNS GENTING SINGAPORE LIMITED
RHBBANK YINSON HOLDINGS BHD
MLK RHB BANK BHD
VSI MALAKOFF CORP BHD
BURSA V.S. INDUSTRY BERHAD
GMB BURSA MALAYSIA BHD
0763 GAS MALAYSIA BHD
FEH ZTE CORPORATION CLASS H
601138 FOOD EMPIRE HOLDINGS LTD
9CI FOXCONN INDUSTRIAL INTERNET CO. LTD. CLASS A
CLAR CAPITALAND INVESTMENT LTD
MDKA CAPITALAND ASCENDAS REIT
NCKL MERDEKA COPPER GOLD TBK PT
IOIPG PT TRIMEGAH BANGUN PERSADA TBK (HARITA NICKEL)
0303 IOI PROPERTIES GROUP BHD
LAGENDA ALPHA IVF GROUP
PEKAT LAGENDA PROPERTIES BHD
HRUM PEKAT GROUP BHD
ZETRIX MK HARUM ENERGY TBK PT
ARCI IJ ZETRIX AI (ZETRIX MK)
002371 CH ARCHI INDONESIA (ARCI IJ)
ASL SP NAURA TECHNOLOGY GROUP CO LTD
CAREIT ASL MARINE (ASL SP)
ENRG CENTURION ACCOMMODATION REIT (CAREIT SP)
ASSA NEW ENERGY METALS CORP
ASSA ABLOY AB
- Adrian Loh Tzum Yung
- Singapore Research Team
Strategy - Equity Strategy: Bullish Foundations In Place For 2026
We remain bullish on the Singapore market in 2026 given positive earnings growth prospects as well as funds flow momentum. We forecast a 2026 year-end target of 5,000 for the STI, implying an 8% upside from current levels. Key stock picks are CLAR, CLI, CIT, DFI, FR, GENS, KEP, OCBC, SE, ASL, CAREIT, CSE, FEH and VALUE.
544 CSE GLOBAL LTD.
C09 CITY DEVELOPMENTS LIMITED
BN2 VALUETRONICS HOLDINGS
O39 OVERSEA-CHINESE BANKING CORPORATION LIMITED
BN4 KEPPEL CORPORATION LIMITED
SE SEA ADS
D01 DAIRY FARM INTERNATIONAL HOLDINGS LIMITED
G13 GENTING SINGAPORE LIMITED
FEH FOOD EMPIRE HOLDINGS LTD
9CI CAPITALAND INVESTMENT LTD
CLAR CAPITALAND ASCENDAS REIT
ASL SP ASL MARINE (ASL SP)
CAREIT CENTURION ACCOMMODATION REIT (CAREIT SP)
HUTCHMED Initiates Phase III Stage of the Ongoing Trial of the Combina...
HUTCHMED Initiates Phase III Stage of the Ongoing Trial of the Combination of Surufatinib and Camrelizumab for Treatment-Naïve Pancreatic Ductal Adenocarcinoma HONG KONG and SHANGHAI and FLORHAM PARK, N.J., Jan. 05, 2026 (GLOBE NEWSWIRE) -- HUTCHMED (China) Limited (“”) (Nasdaq/AIM:HCM; HKEX:13) today announces that it has initiated the Phase III part of the Phase II/III trial to evaluate the efficacy of the combination of surufatinib, camrelizumab, nab-paclitaxel and gemcitabine as a first-line treatment for patients with metastatic pancreatic ductal adenocarcinoma (“PDAC”) in China. T...
Crinetics Pharmaceuticals to Provide PALSONIFY Business Update and Ann...
Crinetics Pharmaceuticals to Provide PALSONIFY Business Update and Announce Topline Results from Fourth Cohort of Phase 2 Trial of Atumelnant in Congenital Adrenal Hyperplasia SAN DIEGO, Jan. 04, 2026 (GLOBE NEWSWIRE) -- (Nasdaq: CRNX), today announced that the company will host a conference call and webcast on Monday, January 5, 2026 at 8:30 a.m. ET to provide an update on PALSONIFY™ (paltusotine) commercialization and disclose topline results from the fourth cohort of the Phase 2 trial of atumelnant in congenital adrenal hyperplasia. Conference Call and Webcast DetailsManagement will ...
- ABGSC Oil & Oil Services Research
- John Olaisen
- ABGSC Energy Research
- John Olaisen
Aktietilbagekøbsprogram
Aktietilbagekøbsprogram Den 23. oktober 2025 igangsatte Fast Ejendom Danmark A/S (”Selskabet”) et aktietilbagekøbsprogram. Aktietilbagekøbet løber i perioden fra og med den 24. oktober 2025 til og med den 23. oktober 2026. I denne periode vil Selskabet købe egne aktier op til en maksimal værdi af 10,0 mio. kr. i et aktietilbagekøbsprogram efter bestemmelserne i EU’s forordning nr. 596/2014 af 16. april 2014 og EU’s forordning 2016/1052 om supplerende regler til forordning nr. 596/2014, den såkaldte ”Safe Harbour” metode, som værner børsnoterede selskaber og deres bestyrelse og direktion im...
- Jonathan Moreland
WHF WHITEHORSE FINANCE INC.
UEPS NET 1 U.E.P.S. TECHNOLOGIES INC.
SPG SIMON PROPERTY GROUP INC.
SAIC SCIENCE APPLICATIONS INTERNATIONAL CORP.
LTC LTC PROPERTIES INC.
HNRG HALLADOR ENERGY CO.
GOGO GOGO INC.
DAKT DAKTRONICS INC.
CUBE CUBESMART
AZO AUTOZONE INC.
ASA ASA
ADC AGREE REALTY CORPORATION
WVE WAVE LIFE SCIENCES
IGR CBRE CLARION GLOBAL REAL ESTAT
EPD ENTERPRISE PRODUCTS PARTNERS L.P.
FSFG FIRST SAVINGS FINANCIAL GROUP INC.
CLPR CLIPPER REALTY
BOMN BOSTON OMAHA
UA UNDER ARMOUR
NKE INC.
ULBI NIKE INC. CLASS B
FGBI ULTRALIFE
KOD FIRST GUARANTY BANCSHARES
EML KODIAK SCIENCES
MIDD THE EASTERN COMPANY
PHR THE MIDDLEBY CORPORATION
DHC PHREESIA
ALT DIVERSIFIED HEALTHCARE TRUST
COO ALTIMMUNE INC
AZYO THE COOPER COMPANIES INC.
DLHC AZIYO BIOLOGICS
IMNM DALEIGH HOLDINGS CORP
WRB IMMUNOME
MAIA W.R. BERKLEY CORPORATION
KVUE MAIA BIOTECHNOLOGY INC
GTE KENVUE INC
NBBK GRAN TIERRA ENERGY INC.
SUNS NB BANCORP INC.
ASST SUNRISE REALTY TRUST
MPTI ASSET ENTITIES INC.
M-TRON INDUSTRIES
INC.
Exor-Ferrari Family Press Release - Shareholders' Agreement
Exor-Ferrari Family Press Release - Shareholders' Agreement Amsterdam, 3 January 2026 EXOR AND THE FERRARI FAMILY EXTEND SHAREHOLDERS’ AGREEMENT ON FERRARI Exor N.V., on the one hand, and Piero Ferrari and Trust Piero Ferrari, on the other hand, have agreed to renew the shareholders’ agreement relating to Ferrari N.V., confirming their respective alignment and commitment to Ferrari. The new agreement enters into force upon expiration of the current shareholders’ agreement and will have a three-year term until 4 January 2029, with an automatic renewal for a further three-year perio...
Altus Group Ltd: 1 director
A director at Altus Group Ltd bought 47,046 shares at 56.846CAD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clear...
Artis Real Estate Investment Trust: 1 director
Two Directors at Artis Real Estate Investment Trust bought 385,600 shares at between 8.156CAD and 8.159CAD. The significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's...
Talon Metals Corp: 1 director
A director at Talon Metals Corp sold 1,471,946 shares at 0.600CAD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cle...
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