East Asia
【SQQ/SQU $CSOP SEA TECH ETF S$ (SQQ.SG)$ 】YTD Return: +30.60%
• Sea Ltd's stock outperformed in 2H, rising 59% from mid-year to 29 Nov due to strong 3Q revenue and earnings, easing concerns over margin pressure from increased competition in Southeast Asia.
• Amid potentially higher US tariffs on Chinese goods, this may benefit e-commerce in Southeast Asia.
• JPM notes that since 2019, ASEAN's TMT sectors have ...

$CSOP SEA TECH ETF S$ (SQQ.SG)$ $Invesco QQQ Trust (QQQ.US)$
Not sure if anyone noticed- southeast asia tech has performed as well as QQQ this year. and seems to be less volatile as well

Performance King
With a 31% price return, $CSOP SEA TECH ETF S$ (SQQ.SG)$/ $CSOP SEA TECH ETF(USD) (SQU.SG)$ becomes the best ETF performer in 2024 YTD(NOV) at SGX [1]. SQQ/SQU has also garnered significant attention from investors. As of December 4th, the total NAV of CSOP iEdge Southeast Asia + Technology Index ETF reached 240 million USD.[2]
CSOP iEdge Southeast Asia + Technology Index ETF is the first ETF in Singapore to prov...

East Asia
【 $CSOP SEA TECH ETF S$ (SQQ.SG)$ 】YTD Return: +27.82%
• Morgan Stanley predicts $Sea (SE.US)$ 's profitability to continue till 2025, driven by Shopee's ASEAN ecommerce dominance and potential for ~30% EBITDA CAGR over five years.
• In a monthly update, Goldman Sachs has added $DELTA ELECTRONICS (DLEGF.US)$ to its APAC conviction list.
【 $CSOP LOW CARBON US$ (LCU.SG)$ 】YTD Return: +16.04%
• Asian semico...

East Asia
【 $CSOP LOW CARBON US$ (LCU.SG)$】YTD Return: +11.89%
• $Samsung Electronics Co., Ltd. (SSNLF.US)$ ' shares rose up to 3% on 2024/11/25, reaching a high since Nov. 8, after Nvidia's CEO confirmed that they are fast-tracking the certification of Samsung's AI memory chips.
• The impending additional 10% tariffs on Chinese goods by the US could impact Chinese equities.
【 $CSOP SEA TECH ETF S$ (SQQ.SG)$】YTD Retur...

Southeast Asian tech giants $Grab Holdings (GRAB.US)$ and $Sea (SE.US)$ recently announced results that exceeded expectations and achieved the goal of turning losses into profits year-on-year. Grab and Sea's stock prices both rose by more than 10% after announcing exciting third-quarter results.
Grab, known as the "Didi" of Southeast Asia, saw its revenue in the third quarter increase by 17% year-on-y...

• Last week,   $CSOP LOW CARBON US$ (LCU.SG)$ (+0.35% in USD), $CSOP SEA TECH ETF(USD) (SQU.SG)$ (+1.89% in USD), $CSOP S-REITs INDEX ETF (SRT.SG)$ (+0.75% in SGD),   $CSOP DIV ETF S$ (SHD.SG)$ (+1.30% in SGD) and   $CSOP STAR&CHINEXT50 SGD (SCY.SG)$ (+5.62% in SGD) gained.
• LCU’s rise was due to financials, real estate and utilities by sector, and Australia, Taiwan and Indonesia by country. By individual firms, gains were predominantly led by Commonwealth Ba...