Daily Brief Thematic (Sector/Industry): AI Related Plays Out of the Gates Strong for 2025 and more

• Japan SPE names starting to stir day 1 of trading.
• Watch oversold previous winners for renewed interest such as Disco, Screen and TEL now China concerns are priced in.
• A good read for photoresist/semi-chem plays after TOK’s better than expected MTP yesterday.

• DBS predicts Singapore’s STI to reach 3,950 points by 2025 and maintains a ‘neutral’ stance on SG stocks.
• DBS maintains a ‘buy’ rating on GVT and raises its target price to $1.04, citing improved front-end opportunities.
• Maybank considers increasing its holdings in Singtel, downplaying the benefits of consolidation in the telecommunications sector.

• Bloomberg Audio Studios podcast featuring discussions on the US energy system, particularly electricity generation and the nuclear power industry in China
• Odd Lots podcast with hosts Tracy Alloway and Joe Weisenthal discussing the complexities of the US energy system, the growth of EVs and renewable energy in China, and the challenges in replicating China’s nuclear power development model in the US

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

• US stocks mostly rose Monday, driven by gains in tech and chip stocks, as investors awaited December jobs data due Friday
• Fujitsu has approved a ¥256bn ($1.63bn) offer from Paloma Rheem Holdings for its 40% stake in Fujitsu General
• Taiheiyo Cement has purchased a California quarry and concrete plant from Grimes Rock for ¥20+ billion.

• Last year, I called 2024 the year of AI’s adolescence, and that was quite a call. I “predicted” growing pains or a tremendous growth spurt, and the immense growth spurt happened all right.
• This last year was the year of AI through and through.
• There’s a deep irony because anything related to AI had a phenomenal year while everything else languished. Surprisingly, SOXX underperformed the SPY, which seemed unheard of for the year that SOXX’s largest components ripped 100%+.

• Jubilant Foodworks (JUBI IN)  reports a 56.2% YoY revenue growth in Q3 FY25, driven by strong performance in Domino’s India. The company adds 130 new stores and partners with Coca-Cola.
• Tata Motors Ltd (TTMT IN)  surpassed Maruti Suzuki India (MSIL IN)  in 2024 car sales, driven by the success of its compact SUV, the Tata Punch
• Tata Sons has redefined its financing strategy by directing group companies, newer ventures like Tata Digital and Air India, to independently manage debt, relying on equity investments and internal accruals.

• India has become a global leader in pharmaceuticals, supplying 20% of the world’s generic drugs and 60% of global vaccine demand, with industry projections reaching $450 billion by 2047.
• India’s growth as the “Pharmacy of the World” ensures affordable medicine access globally, while driving economic growth, bolstering the biopharma sector, and strengthening global healthcare systems.
• India’s evolving pharmaceutical landscape, supported by strategic investments, policy reforms, and compliance with global standards, positions the country to further enhance its role in healthcare innovation and manufacturing.

• Eric Johnson, senior technology editor at the Journal of Commerce, brings over 20 years of experience covering logistics and technology
• Journal of Commerce is a nearly 200-year-old publication focused on the maritime containerized supply chain industry
• Freight logistics involve moving large volumes of goods from factories to distribution centers or warehouses, with multiple players involved in the process from point A to point B

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.