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Trump and Xi Shake Hands
But holds a knife to each other's back
James Yeo
November 02, 2025
This Week at InvestKaki:
Big Hits [U.S.] 💵
Moving on, here are the news that shocked the world…
Trump-Xi Deal $SPX ( ▲ 0.26% ) : Trump and Xi has finally reached a deal. The U.S. won’t impose 100% tariffs, while Xi will hold back on rare earth export control [Read More] 😄
Senate Tariff: Just when Trump reached a deal, the Senate has effectively nullified all of Trump’s tariffs. [Read More]
Nvidia $NVDA ( ▼ 0.2% ) : Nvidia has reached the promised land. Market cap of the company breached US$5 trillion. [Read More]
Microsoft $MSFT ( ▼ 1.51% ) : Microsoft’s 3Q results disappointed slightly as investors expected cloud growth to be stronger. Nonetheless, it is now a US$4 trillion company [Read More]
Apple $AAPL ( ▼ 0.38% ) : Apple too became a US$4 trillion company. 3Q results beat expectations as iPhone 17 sales was strong. [Read More]
Big Hits [Asia] 📊
Here are the news covering the Asia market…
Cambricon Tech: Cambricon Technologies’ 3Q results exceeded expectations as revenue grew by 13 times compared to last year. However, both revenue and profits decline quarter-on-quarter. [Read More]
SGX RegCo: The Singapore Exchange is relaxing listing requirements that will make it easier to list - lower profit threshold, remove financial watchlist [Read More]
Mapletree Logistics Trust: Mapletree Logistics Trust reported a 11% decline in its DPU as it comes off a high base from divestment of properties previously [Read More]
Jurong Data Centre: The Singapore government is building a massive data centre park on Jurong Island with up to 700 MW of capacity [Read More]
Seatrium: Seatrium just bagged contracts worth SG$170 million to repair and upgrade projects in the cruise and offshore segments [Read More]
Analyst Reports 📝
See below for our handpicked analyst reports:
Stock | Headline | Link |
|---|---|---|
Meta | Strong 3Q results with positive ad performance | |
Starbucks Corp | Better service, while it nears a China deal | |
Xiaomi | Solid earnings growth while sell-off is overdone | |
Frasers Centrepoint Trust | Positive rental reversion and lower cost of debt | |
OUE REIT | Improved underwriting margins |
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Oiltek International makes and designs plants for palm oil companies, and I have the down-low for you.
Stock of the Week
Let’s talk about SK Hynix this week.
Why?
3Q results was so strong that SK Hynix has reportedly sold out all of its 2026 chips.
Revenue grew by 39% to KRW24.4 trillion
Profits doubled to KRW12.6 trillion
SK Hynix makes and sells semiconductors. And not just any semiconductors, it sells to Nvidia - the poster boy of the AI boom.
Like many of the semiconductor companies I have covered over the years, I saw SK Hynix crashed in 2023 when the smartphone technology cycle was over.
Revenue declined by 27% in 2023
The company went into a loss of KRW9.1 trillion also.
But it managed to pivot.
And it pivoted hard.
Catching on to the AI trend, it sold DRAM, NAND, and high-bandwidth memory (HBM) chips to Nvidia and other AI-related companies.
It was raining cash after that.
Revenue doubled to KRW66.2 trillion in 2024.
Its profit margin was only 20% in 2021. Now, it's 51% as of 3Q 2025.
SK Hynix holding on to Nvidia could be a cash cow.
Hope the above is fruitful for you all..
Cheers,
James Yeo