China Life - one of the beneficiaries of a hawkish rate environment
💫While most stocks and indices have traded lower on the back of rising inflation and interest rate fears being the dominant theme in markets currently, some stocks such as China Life Insurance are beating the sell-off ➕Rising rates are generally positive for China Life, as they reduce the present value of the insurance contract liabilities that total RMB 6.9 trillion for the company as of 30 Jun 2026 (based on its semi-annual report) The lower present value of the liabilities in turn lower insurance service expensive and boosts reported profits Higher rates also allow the company to reinvest maturing assets and new premiums at better yield - which in turn lifts net investment income According to China Life's last annual report, a +50 basis point move in market interest rates will increase
Binni Ong: Yangzijiang reinforces bullish structure following fresh all-time high on strong volume
📶Yesterday, $YZJ Shipbldg SGD(BS6.SI)$ shares pushed to a fresh all-time high, with trading volume in the early afternoon already exceeding the 10-day average volume. This brings the stock’s rally since its 1H26 results on 6 August to 31%. Consequently, Macquarie’s Yangzijiang call warrants have rallied as much as 257% from 6 August to 8 September (note: there are no put warrants available) 👩🏫Market Technican Binni Ong believes that the combination of a new high on above-average volume points to strong underlying momentum, especially given that the stock has broken out of the upward sloping channel that has guided the stock higher since March 2026. Binni shares the stock levels to watch out for from here, as well as when the bullish structure w
Top mover alert - PetroChina surges in PM session on Saudi energy sites attack; call warrant jumps 31%
⚠ $PETROCHINA(00857)$ shares are currently trading 3.8% higher on the day to HKD 10.34 as of 322PM as crude oil prices inch closer toward the USD100 mark following an attack on Saudi Arabia's energy facilities 🔝Consequently, trending PetroChina call warrant $PetroCH MBeCW270105(PLMW.SI)$ (https://warrants.com.sg/tools/livematrix/PLMW) is amongst today's top warrant gainers with a 30.7% gain to SGD 0.017 🛢Crude oil prices have rallied 13% over the past six days, driven by a sharp escalation in Middle East risk Lending strength to crude oil's prices is the release of China's crude oil imports which rose 6.2% in Aug from the previous month
Strong yen and oil prices to test the Nikkei225's resolve
💹This morning, the $Japanese Yen - Sep 2026(JPY2609)$ strengthened as much as 0.5% to 153.53 after rallying 1.2% overnight, taking its monthly gains to almost 4% and to its strongest level in 6 months The current level of the yen has surpassed the peak of 157.17 on 3 Aug after US and Japan jointly intervened in late July to support the yen The $Nikkei 225 Index(N225.JP)$ September futures are currently trading 0.2% higher to 66,550 as of 1015AM, adding to its 2.1% jump yesterday (also the index's best day in a month) 📈The index is now up 3.6% over four days The stronger yen - which will put pressure on Japanese exporters - alongside rising oil prices which have risen another 1% today to USD 92.34,
Top mover alert: Xiaomi's product launch day turns into a sell-off; SATs rise most in 2 months on cargo demand surge
▶Xiaomi shares $XIAOMI-W(01810)$ are trading down 3.9% to HKD 27.30 as of 1120AM, surrendering all 3.6% gains from last Friday and more Consequently, Macquarie's trending Xiaomi call warrant $XIAOMI MBeCW270105(MCEW.SI)$ (https://warrants.com.sg/tools/livematrix/MCEW) is down 19.4% to SGD 0.029 🏁Today is Xiaomi's major product launch event, featuring the Skynomad N70 Pro/Max and N90 Max SUVs, the Xiaomi 18 Fold smartphone, and the new Xring O3 AI chip Prior to today's event, its share price had been lifted after news that Xiaomi had signed MoUs with eight German dealership groups at IFA Berlin and announced plans to launch EVs in Europe in 2027 The company also announced battery supply partnerships wi
Rate hike, or not? This week's US PPI an important guide
On Friday night, markets got back to worrying about a rate hike possibility after US non-farm payroll figures increased by 162,000, significantly above expectations of around 55,000 U3 unemployment (% of the civilian labor force that is jobless, available to work, and has actively searched for a job within the past four weeks) remained unchanged (4.1%), while U6 underemployment (includes the U3 unemployment number, plus marginally attached works and involuntary part-time workers) dropped to 7.7%, from the recent high of 8.2% Meanwhile, wages are tracking at a relatively unchanged 3.1%, below inflation Some analysts believe that the U3 unemployment and wages have become the more important indicator of labour market tightness, and believe that the Fed will be paying attention to this rather
Top movers alert: HSI call warrants gain between 41% to 100% as Hong Kong leads Asian rebound
🔝As the Hang Seng September futures jump 2.5% to 25,760 as of 1007AM to lead the Asian rebound this morning, the top warrant gainers tabled is peppered with HSI call warrants which have rallied as much as 100% The top warrant losers on the other hand, is populated by HSI put warrants with losses up to 67%. Amongst them, HSI put warrants JTDW (https://warrants.com.sg/tools/livematrix/JTDW) and NPJW (https://warrants.com.sg/tools/livematrix/NPJW) is seeing strong demand by investors who believe that the index futures will pull back from current levels Today's top warrant gainers Today's top warrant losers The optimism is fuelled by Fed Governor Christopher Waller's comments that he would support keeping rates steady if inflation continued moving toward the Fed’s 2% target, leading the market
Catch the replay on today’s One Good Trade 1030AM Live Show “YZJ up 24%… Is DBS the next big move?”
📽️ Did you miss out on what renowned trainer and remisier Joey Choy had to say about Amova STI ETF, Yangzijiang and DBS? 📺 Watch the replay here: https://www.youtube.com/live/a9rKl0qfOD4 ⚙The warrants mentioned on the show were: Amova STI call $Amova STI MB eCW261229(OUKW.SI)$ : https://warrants.com.sg/tools/HistoricalPerformance/OUKW Yangzijiang call V3DW: https://warrants.com.sg/tools/HistoricalPerformance/V3DW Yangzijiang call $YangzijiMBeCW270222(JVVW.SI)$ : https://warrants.com.sg/tools/exposuresimulator/JVVW DBS call $DBS MB eCW270225(RQCW.SI)$ : https://warrants.com.sg/tools/exposuresimulator/RQCW DBS call