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Macquarie has identified its top investment picks for 2025, focusing on markets in Korea, Japan, and Hong Kong. Each of these selections is projected to deliver over 50% upside, highlighting significant growth potential in these regions.
Asian stocks are set to open lower on Friday, with Japanese shares down about 0.2% and Australian stocks falling 0.3%. In contrast, Hong Kong futures are slightly higher after a decline in Chinese benchmarks. Treasury cash trading resumes in Asia following the US Thanksgiving holiday.
Chinese auto part manufacturers, especially those with North American plants, are expected to face limited disruptions from potential U.S. tariffs on Mexico. UBS analysts indicate that U.S. manufacturers' reliance on Chinese firms will make it challenging to find alternatives, allowing for shared tariff costs. Companies like Fuyao Glass and Huizhou Desay SV Automotive are well-positioned to mitigate risks, with Fuyao planning to expand its U.S. capacity and Desay having limited exposure to Mexico.
Chinese stocks are expected to face challenges due to ongoing tariff uncertainties and limited domestic stimulus, according to UBS. The firm maintains a "Neutral" stance, highlighting risks from geopolitical volatility while favoring defensive sectors and high-yielding stocks like China Merchants Bank. Despite projected EPS growth of 8.5% for 2025, potential slowdowns in 2026 loom due to macroeconomic uncertainties.
Hong Kong Metropolitan University has agreed to purchase the Cheung Kei Center for over HK$2.6 billion ($334 million). The property, previously owned by tycoon Chen Hongtian, was sought after by China Mobile Hong Kong. The transaction is expected to be finalized by the end of the year.
Chinese courier SF Holding Ltd. is set to debut its shares in Hong Kong on Wednesday following a $749 million IPO, marking the city's second-largest listing this year. In gray-market trading, the stock initially rose by 5.5% from its issue price of HK$34.30 before losing those gains.
Chow Tai Fook Jewellery Group Ltd., Hong Kong's largest jewelry retailer, reported a 20.4% revenue decline to HK$39.4 billion ($5.1 billion) for the half year ending September, marking the steepest drop since 2016. Profit plummeted 44.4% to HK$2.6 billion, primarily due to losses from gold loan contract revaluations amid volatile prices.
CK Infrastructure Holdings Ltd. is exploring various opportunities beneficial to the company and its shareholders, amid speculation regarding an investment in Thames Water, the UK's largest water and sewage operator. While not commenting directly on Thames Water, CKI highlighted its financial strength, reporting cash reserves of HK$9.2 billion ($1.2 billion) and a net debt to net total capital ratio of 9.8% as of the end of June.
China Vanke Co. is seeking approval from lenders to modify the terms of two offshore loans amid deteriorating financial conditions due to an ongoing property crisis. The company is requesting waivers for certain covenants on two five-year loans totaling HK$15.7 billion, which are set to mature in December 2026.
Infineon Technologies AG is a leading semiconductor manufacturer, specializing in power semiconductors, sensors, microcontrollers, and various integrated circuits. The company's net sales are primarily driven by the automotive sector (50.5%), followed by power systems and sensors (23.3%), industrial power control (13.5%), and secure connected systems (12.6%). Geographically, sales are concentrated in China/Hong Kong/Taiwan (32.3%) and Europe, with significant contributions from Germany (12.4%) and the United States (12.1%).
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
Macquarie Identifies Top Investment Picks for 2025 in Asia
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