Daily Brief Thematic (Sector/Industry): Japan Weekly | Nikkei Edges Up; Topcon and more

• The Japanese stock market posted a modest gain of 1% for the week, with the Nikkei closing at 39,470 on Friday
• Looking ahead, the market remains sensitive to external catalysts such as U.S. monetary policy decisions (FOMC on 17/18th), the BOJ (18/19th), and developments in China’s economic policies.
• Topcon’s stock skyrocketed 63% this week, fueled by speculation that the eyecare leader may go private.

• Energy policy, particularly nuclear, is a hot topic in Australia with the dysfunctional energy market being a major concern.
• The role of renewables and firming power (gas, hydro, batteries) is crucial in addressing energy issues.
• State governments like New South Wales and Victoria are also making significant moves in the energy sector.

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• CGSI has initiated coverage on Pacific Radiance and Marco Polo Marine, identifying them as beneficiaries of O&M industry.
• Brokers’ Digest provides latest updates on Bumitama Agri, Oiltek, ST Engineering, SGX, Suntec REIT, Kimly, SingPost, PropNex, Raffles Medical.
• Panin Bank acquisition might not have significant impact on OCBC and DBS due to uncertainties, according to RHB. XMH Holdings’ 1HFY2025 earnings surge by 94.5% to $12.6 million. Accrelist exec chairman increases stake to 26.48%, while Tuan Sing CEO Liem raises ownership to 54.28%.

• Steve Bogdan shares insights on the defense industry and the need for tangible capital investment in the US
• Discussion on the Chinese naval buildup and its impact on Washington’s strategic thinking
• Exploration of investment opportunities in defense stocks and the macro implications of rising rates due to increased spending and automation trends

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

• America has come under heavy criticism from China’s semiconductor, internet and automotive industries for expanding the chip export restriction to target another 136 Chinese companies.

• The move prompted calls for caution when procuring U.S. chips and warnings that the restrictions could cause significant disruption to global supply chains.

• The U.S. Department of Commerce said on Monday that it was adding 140 companies, including 136 Chinese firms, to its “entity list”, effectively banning them from accessing U.S. advanced chip and AI-related technology.

• Nestled in the Saudi Arabian desert, plants and vegetables grow inside a greenhouse constructed with rows of glass panels.
• These cutting-edge panels transform sunshine into electricity, allowing the remote greenhouse to meet all its energy needs.
• This is the vision presented by Chinese company Gaoming Technology Co.

• ADX Energy (ADX AU)C; Target price of A$0.30 per share: Reflections on Welchau – Three intervals in the Reifling formation (1324 m-1340 m, 1346 m-1351 m and 1358 m-1382 m MD) were perforated but only limited inflow was determined.
• No fluid could reach the surface after the well was shut in.
• Sampling of the well indicated only completion brine (not reservoir fluid) and fine solid particles of unknown origin.