🧩 US markets saw a slight uptick as investors regained confidence in value stocks. Could Eric Jackson's IREN and CIFR be the next OPEN?
🔍 $YZJ Fin Hldg(YF8.SI)$ / $HongkongLand USD(H78.SI)$ / $China Aviation(G92.SI)$ : Keep an eye on Chinese-themed investments listed in Singapore.
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Le charme discret
| The journey for Chinese brands
How far can Chinese brands go in the Lion City?
In just four months into 2025, $Byd Company Limited(002594)$ 's sales in Singapore have dethroned Toyota, making it the most popular car brand locally. This shift marks a significant turnaround for Chinese brands from being seen as alternatives to being labeled as blockbuster hits.
According to research data from Blackbox Research, in the second quarter of 2025, the consumption of Chinese products in the Singapore market surged by 35% year-on-year, far outpacing the 24% growth of American products. In five major categories, including automobiles, home appliances, and lifestyle services, Chinese brands' preference rates overwhelmingly surpassed those of American brands by 6 to 9 percentage points.
Social media platforms like TikTok and Xiaohongshu have become "sales tools" for Chinese brands in Singapore, allowing them to build "cultural resonance." For instance, $Chagee Holdings Limited(CHA)$ attracted over 100,000 Singapore users on Xiaohongshu, while the sales of $Three Squirrels Inc.(300783)$ on TikTok surged by 40% in just one month, demonstrating the effectiveness of their digital marketing strategies.
However, the journey for Chinese brands in Singapore has not been completely smooth sailing, with language barriers and data privacy issues becoming focal points, and there is still room for improvement in localization. Looking ahead, there is significant potential for Chinese brands across more categories, with a variety of Chinese assets making appearances in high dividend investments on the Singapore Exchange:
🔍 $YZJ Fin Hldg(YF8.SI)$ / $HongkongLand USD(H78.SI)$ / $China Aviation(G92.SI)$ .
| Market recap
On Tuesday, major indices closed higher, with $NASDAQ(.IXIC)$ up 0.37% and $S&P 500(.SPX)$ up 0.27%, both reaching new closing highs.
Big techs faced challenges, with $NVIDIA(NVDA)$ rising 1.5%, $Apple(AAPL)$ down 1.5% following the iPhone 17 launch, and $Alphabet(GOOG)$ increasing nearly 2.5%.
$NASDAQ Golden Dragon China Index(HXC)$ rose by 1.48%, $Kingsoft Cloud Holdings Ltd(KC)$ soared by 15%, and $Alibaba(BABA)$ jumped over 4%, reportedly gearing up to enter the offline dining and hotel booking market (think Google Map+Booking), posing a threat to $MEITUAN-W(03690)$'s market share.
Megacaps - growth v value
$Apple(AAPL)$ - Le charme discret
With the timely release of the iPhone 17 series, are you planning to upgrade your phone this year? However, Apple's fall event was a brief 1 hour and 12 minutes, lacking the usual excitement, “One more thing,” and almost devoid of AI features. The reiterated design cues suggest stagnation, at least not stepping out of their comfort zone.
Objectively, Apple has been navigating a turbulent autumn, with AI and VR developments facing hurdles. Given this context, retaining strength to prepare for major upgrades in foldable screens and AI next year seems prudent. Nonetheless, Apple's cautious approach has attracted increasing external scrutiny, as the next tech wave may arrive sooner and more forcefully than anticipated.
$UnitedHealth(UNH)$ & $Oracle(ORCL)$ : Value stocks to hold, leveraged ETFs to trade
Investors appear to be distancing themselves from growth stocks and returning to value stocks, which is evident in the recent performances of UNH and ORCL. The underlying logic is understandable: on one hand, the CapEx narrative surrounding AI has largely been absorbed, resulting in fewer recent highlights; on the other hand, compared to big tech stocks, value stocks are undervalued and have demonstrated tangible performance, garnering support from loyal fans while attracting new interest.
In this environment, investment via leveraged ETFs can significantly amplify intraday volatility.
$DEFIANCE DAILY TARGET 2X LONG ORCL ETF(ORCX)$ : On September 10, ORCL surged by 29% in pre-market trading, as the company anticipates a 77% increase in cloud infrastructure revenue to $18 billion for the 2026 fiscal year.
$Leverage Shares 2X Long UNH Daily ETF(UNHG)$ : After plummeting in April due to poor performance and guidance, skyrocketing medical costs, regulatory investigations, and management upheaval, this stock began to rebound in August following an increase in Buffett's holdings. Its fundamentals remain strong, still being the largest healthcare insurance giant with nationwide coverage in the U.S. On Tuesday, an upgrade in its Medicare plan rating helped bolster the company’s multi-year margin improvement thesis.
Asian markets - Sentiment strains
$XIAOMI-W(01810)$ dropped 2.22% during today's trading session. Recently, Xiaomi has experienced frequent personnel changes. While the market was excited about the company attracting talent from decent, established car manufacturers (like designer Fabian Schmölz, who has worked for Porsche and Lamborghini), one of its key team members was dismissed for leaking confidential company information, sparking heated discussions. The individual, Wang Teng, previously served as the General Manager of the China market for Xiaomi's sub-brand REDMI. His departure raised many speculations (and gossip) due to the nature of the leaked information related to the company's strategic development.
Top movers
$NEBIUS(NBIS)$ surged by 49%, with a trading volume of $8.15 billion, close to AVGO's $8.55 billion, yet NBIS's market capitalization is only 1% of the latter's $1.6 trillion, driven by nearly $20 billion in AI orders from Microsoft.
$IREN Ltd(IREN)$ increased by 15%, as this Sydney-based company actively transitions from being a Bitcoin mining operation driven by renewable energy to an AI cloud infrastructure platform.
$Cipher Mining Inc.(CIFR)$ rose by 19%, similar to IREN, Cipher capitalizes on the Bitcoin mining boom. ⚠️ IREN, CIFR, and $Opendoor Technologies Inc(OPEN)$ are all holdings of Eric Jackson, founder of EMJ Capital. OPEN's stock recently broke through $7, despite some pullback, it has garnered significant attention.
| Dividend plays: An investing strategy, elevated
Looking ahead, Chinese brands demonstrate immense potential across various sectors, particularly in high-return investments on the Singapore Exchange: 🔍 $YZJ Fin Hldg(YF8.SI)$ / $HongkongLand USD(H78.SI)$ / $China Aviation(G92.SI)$ .
YF8 |
When discussing $YZJ Fin Hldg(YF8.SI)$ , one man must be mentioned: Ren Yuanlin, a legendary figure in China's private shipbuilding industry. In December 2021, Yangzijiang Financial Holdings was spun off from Ren Yuanlin's $YZJ Shipbldg SGD(BS6.SI)$ and listed independently in April 2022. The company primarily engages in investment management, fund management, and maritime investments.
In the first half of 2025, the company reported strong performance; although total revenue decreased by 23% year-on-year, its net profit reached SGD 137.7 million, a 28% increase year-on-year. Notably, interest income from private credit and cash management funds in Singapore surged over threefold to SGD 18.5 million, while maritime fund asset income increased by 82% year-on-year, reaching SGD 40.1 million. The company plans to spin off its maritime investment business and pursue a new round of capital operations and international expansion. The newly formed Yangzijiang Maritime Development aims to list on the main board of the Singapore Exchange, accompanied by a new share placement financing of up to SGD 250 million.
In the long term, Yangzijiang Financial Holdings intends to deepen its presence in Southeast Asia through debt investments in Indonesia, Vietnam, Malaysia, and the Philippines, while also expanding cross-border wealth management services, collaborating with experienced partners for joint investments, and seizing selective equity opportunities to enhance recurring income and diversify the investment portfolio.
H78 |
Established in 1889, $HongkongLand USD(H78.SI)$ is Hong Kong's major property investment, management, and development group, which has been significantly impacting urban planning and development in Hong Kong's Central district. As a member of the Jardine Matheson Group, Land & Holdings has a primary listing on the London Stock Exchange and a secondary listing in Singapore.
The group focuses on developing, owning, or managing premium mixed-use properties in key Asian cities, including grade-A offices, high-end retail, residential, and hotel projects. They hold over 850,000 square meters of total gross floor area, including flagship projects located in Hong Kong, Singapore, and Shanghai. Their properties have received industry-leading green building certifications, attracting internationally renowned companies and luxury brands.
In Central Hong Kong, the group owns approximately 450,000 square meters of premium property. As the luxury retail landmark in the group's Central portfolio, Land Plaza is undergoing a three-year upgrade project with a total investment of $1 billion. Additionally, the group primarily owns 165,000 square meters of premium office properties in Singapore via joint ventures and a range of retail centers in mainland China, including a high-end retail center in Wangfujing, Beijing.
The company's important development landscape lies in the Chinese market, with "Tomorrow's CENTRAL" in Hong Kong and "Westbund Central" in Shanghai as two core projects. Currently, the Hong Kong Land brand operates four luxury shopping centers in mainland China and Macau known as the "Central Series": Wangfujing Central in Beijing, West Central (Phase One), JLC Jinling Central in Nanjing, and One Plaza in Macau; Nanjing JLC will grandly open in September, attracting significant popularity.
G92 |
$China Aviation(G92.SI)$ was established on May 26, 1993, in Singapore, the world's third-largest oil center. On December 6, 2001, the company listed on the main board of the Singapore Exchange, becoming the first Chinese enterprise to fully utilize overseas proprietary assets for listing in international securities markets.
China Aviation Oil Group, its parent company, is Asia’s largest aviation fuel company and has been among the Fortune 500 for 13 times since 2011. The group was originally part of the People's Liberation Army Air Force and was separated from the air force along with civil aviation in 1980.
The company's business include aviation fuel, oil, logistics, as well as international and general aviation, providing fuel support to 258 domestic transport airports and 454 general aviation airports, and serving 585 airline customers worldwide.
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