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 ...

•Last week, LCU (-2.74% in USD), SQU (-0.64% in USD), SRT (-1.30% in SGD) and $CSOP DIV ETF S$ (SHD.SG)$ (-1.43% in SGD) fell, while $CSOP STAR&CHINEXT50 SGD (SCY.SG)$ (+3.25% in SGD) rose.
• $CSOP LOW CARBON US$ (LCU.SG)$ fall was driven by IT, consumer discretionary and communication services by sector. By country, the decline was led by China, Taiwan and Japan. By individual firms, the fall was led by $Taiwan Semiconductor (TSM.US)$, $TENCENT (00700.HK)$ ...

•Last week, LCU (+2.01% in USD), SQU (+3.15% in USD), SRT (+7.10% in SGD) and $CSOP STAR&CHINEXT50 SGD (SCY.SG)$ (+1.96% in SGD) gained, while $CSOP DIV ETF S$ (SHD.SG)$ (-1.32% in SGD) fell.
• $CSOP LOW CARBON US$ (LCU.SG)$ gains can be attributable to IT, consumer discretionary and financials by sectors. By geography, gains were led by Japan, Taiwan and China. In terms of individual firms, gains were mainly driven by TSMC, Sony Group and Tokyo Electron. $Taiwan Semiconductor (TSM.US)$ gained as...