•Last week, LCU (+1.52% in USD), SQU (+1.63% in USD), and SRT (+3.50% in SGD) gained while $CSOP DIV ETF S$ (SHD.SG)$ (-1.48% in SGD) and $CSOP STAR&CHINEXT50 SGD (SCY.SG)$ (-2.64% in SGD) fell.
• $CSOP LOW CARBON US$ (LCU.SG)$ gains were driven by communication services, healthcare, and financials by sector and Japan, Australia and China by geography. By individual firms, the rise was propelled by Keyence Corp, Seven & I Holdings, and Xiaomi Corp. $Keyence (6861.JP)$ rose afte...

Last week, LCU (+6.81% in USD), SQU (+7.10% in USD), SRT (+1.64% in SGD), and $CSOP DIV ETF S$ (SHD.SG)$ (+0.70% in SGD) gained while $CSOP STAR&CHINEXT50 SGD (SCY.SG)$ (-1.38% in SGD) fell.
$CSOP LOW CARBON US$ (LCU.SG)$ rise was due to IT, financials and consumer discretionary by sector. By geography, the gains were led by Japan, Taiwan and South Korea. By individual firms, the gains were due to Toyota Motor Corp, Samsung Electronics and Hon Hai Precisi...

Last week (as of Aug 8, 2024), LCU (-1.07% in USD), SQU (-3.11% in USD), SRT (-2.66% in SGD), $CSOP DIV ETF S$ (SHD.SG)$ (-0.89% in SGD) and $CSOP STAR&CHINEXT50 SGD (SCY.SG)$ (-1.65% in SGD) fell. This happened alongside the unwinding of JPY-funded carry trades as JPY strengthen following bets that the BOJ will continue hiking rates.
$CSOP LOW CARBON US$ (LCU.SG)$ fall was due to financials, IT and industrials by sector. By geography, the decline was led...

Last week, SQU (+0.39% in USD), SRT (+3.30% in SGD) and $CSOP DIV ETF S$ (SHD.SG)$ (+0.20% in SGD) gained, while LCU (-2.75% in USD) and $CSOP STAR&CHINEXT50 SGD (SCY.SG)$ (-1.04% in SGD) fell.
In $CSOP LOW CARBON US$ (LCU.SG)$, $Toyota Motor (7203.JP)$ fell as its quarterly earnings missed analysts’ forecasts where operating profit was 1.31 trillion yen (vs 1.32 trillion yen est).
$CSOP SEA TECH ETF(USD) (SQU.SG)$ rise was led by Delta Electronics, Astra ...

Last week, LCU (-2.96% in USD), SQU (-1.79% in USD), SRT (-1.36% in SGD), $CSOP DIV ETF S$ (SHD.SG)$ (-2.03% in SGD) and $CSOP STAR&CHINEXT50 SGD (SCY.SG)$ (-3.72% in SGD) all fell, alongside markets globally.
$CSOP LOW CARBON US$ (LCU.SG)$ fall was driven by IT, industrials and financials by sector. By country, the decline was led by Japan, Australia and South Korea. By individual firms, the fall was led by Samsung Electronics, $Hitachi (6501.JP)$ and $TENCENT (00700.HK)$. Samsung ...