The Asia Trade 7/17/25
"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney with Paul Allen and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. (Source: Bloomberg)
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3 Promising Asian Penny Stocks With Market Cap Below US$3B
As Asian markets navigate a landscape marked by economic shifts and evolving trade dynamics, investors are increasingly eyeing opportunities within smaller-cap equities. The term 'penny stocks' might feel like a relic of past market eras, but the potential they represent is as real as ever. Typically referring to smaller or relatively new companies, these stocks can provide a mix of affordability and growth potential when paired with strong financials. Top 10 Penny Stocks In Asia Name Share Price Market Cap Financial Health Rating Lever Style (SEHK:1346) HK$1.44 HK$908.57M ★★★★★★ Ever Sunshine Services Group (SEHK:1995) HK$2.18 HK$3.77B ★★★★★☆ TK Group (Holdings) (SEHK:2283) HK$2.45 HK$2.04B ★★★★★★ CNMC Goldmine Holdings (Catalist:5TP) SGD0.475 SGD192.51M ★★★★★☆ Goodbaby International Holdings (SEHK:1086) HK$1.16 HK$1.94B ★★★★★★ T.A.C. Consumer (SET:TACC) THB4.64 THB2.78B ★★★★★★ China Sunsine Chemical Holdings (SGX:QES) SGD0.675 SGD643.53M ★★★★★★ Yangzijiang Shipbuilding (Holdings) (SGX:BS6) SGD2.49 SGD9.8B ★★★★★☆ Ekarat Engineering (SET:AKR) THB0.96 THB1.41B ★★★★★★ BRC Asia (SGX:BEC) SGD3.60 SGD987.66M ★★★★★★ Click here to see the full list of 973 stocks from our Asian Penny Stocks screener. Let's explore several standout options from the results in the screener. Tibet Water Resources Simply Wall St Financial Health Rating: ★★★★★☆ Overview: Tibet Water Resources Ltd. is an investment holding company involved in the production and sale of water and beer products in the People's Republic of China, with a market cap of HK$2.25 billion. Operations: The company's revenue is derived from its beer segment, which generated CN¥137.33 million, and its water segment, contributing CN¥87.52 million. Market Cap: HK$2.25B Tibet Water Resources Ltd. faces challenges as it remains unprofitable, with a negative return on equity of -24.12%. Despite this, the company has managed to reduce its debt-to-equity ratio from 37.2% to 27.5% over the past five years and maintains satisfactory net debt levels at 15.7%. Short-term assets of CN¥1.7 billion comfortably cover both short-term and long-term liabilities, indicating solid liquidity management. Recent board changes saw Mr. Chen Di appointed as chairman, bringing extensive financial industry experience that may influence future strategic directions amidst ongoing volatility in share prices and market valuation below estimated fair value. Dive into the specifics of Tibet Water Resources here with our thorough balance sheet health report. Gain insights into Tibet Water Resources' historical outcomes by reviewing our past performance report. CNNC Hua Yuan Titanium Dioxide Simply Wall St Financial Health Rating: ★★★★☆☆ Overview: CNNC Hua Yuan Titanium Dioxide Co., Ltd, along with its subsidiaries, specializes in the production and sale of rutile titanium dioxide products both domestically and internationally, with a market cap of CN¥15.71 billion. Operations: CNNC Hua Yuan Titanium Dioxide Co., Ltd focuses on producing and selling rutile titanium dioxide products without specific reported revenue segments. Market Cap: CN¥15.71B CNNC Hua Yuan Titanium Dioxide Co., Ltd shows a mixed picture for investors exploring penny stocks. The company has demonstrated robust earnings growth of 27.2% over the past year, outpacing the broader chemicals industry. Despite this, its return on equity remains low at 4.6%, and debt coverage by operating cash flow is inadequate at 13.8%. However, CNNC's short-term assets significantly exceed both short-term and long-term liabilities, reflecting strong liquidity management. Recent strategic moves include a share buyback program worth CN¥193.7 million and amendments to its articles of association to optimize capital allocation strategies further. Unlock comprehensive insights into our analysis of CNNC Hua Yuan Titanium Dioxide stock in this financial health report. Review our historical performance report to gain insights into CNNC Hua Yuan Titanium Dioxide's track record. Nanfang Pump Industry Simply Wall St Financial Health Rating: ★★★★☆☆ Overview: Nanfang Pump Industry Co., Ltd., with a market cap of CN¥7.24 billion, operates in the general equipment manufacturing sector through its subsidiaries. Operations: Nanfang Pump Industry Co., Ltd. does not report specific revenue segments. Market Cap: CN¥7.24B Nanfang Pump Industry Co., Ltd. presents a complex case for penny stock investors. The company has managed to maintain stable weekly volatility at 4% and boasts an experienced management team with an average tenure of 4.3 years, which may appeal to cautious investors. However, its return on equity is low at 7.7%, and the net debt to equity ratio stands high at 55.1%, indicating significant leverage concerns despite operating cash flow covering debt well (26.5%). While short-term assets comfortably cover liabilities, recent earnings have seen a decline of 21.7%, contrasting with positive growth forecasts of 27.24% annually. Click to explore a detailed breakdown of our findings in Nanfang Pump Industry's financial health report. Explore Nanfang Pump Industry's analyst forecasts in our growth report. Summing It All Up Explore the 973 names from our Asian Penny Stocks screener here. Looking For Alternative Opportunities? These 16 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include SEHK:1115 SZSE:002145 and SZSE:300145. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. 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24 minutes ago
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Asian Market's July 2025 Stocks Estimated Below Fair Value
As global markets navigate a complex landscape of inflationary pressures and geopolitical developments, Asian stock markets have shown resilience, with indices in Japan and China posting gains despite external challenges. In this environment, identifying undervalued stocks becomes crucial for investors seeking opportunities that align with favorable economic indicators and market dynamics. Top 10 Undervalued Stocks Based On Cash Flows In Asia Name Current Price Fair Value (Est) Discount (Est) SpiderPlus (TSE:4192) ¥502.00 ¥994.80 49.5% Shin Maint HoldingsLtd (TSE:6086) ¥1180.00 ¥2323.25 49.2% Shenzhen Envicool Technology (SZSE:002837) CN¥31.63 CN¥62.34 49.3% Lucky Harvest (SZSE:002965) CN¥35.24 CN¥69.28 49.1% Livero (TSE:9245) ¥1747.00 ¥3431.97 49.1% Hugel (KOSDAQ:A145020) ₩351500.00 ₩699950.46 49.8% HL Holdings (KOSE:A060980) ₩41300.00 ₩81367.57 49.2% HDC Hyundai Development (KOSE:A294870) ₩23300.00 ₩45966.93 49.3% Dive (TSE:151A) ¥955.00 ¥1867.69 48.9% cottaLTD (TSE:3359) ¥435.00 ¥856.73 49.2% Click here to see the full list of 260 stocks from our Undervalued Asian Stocks Based On Cash Flows screener. Let's explore several standout options from the results in the screener. J&T Global Express Overview: J&T Global Express Limited is an investment holding company providing integrated express delivery services across multiple countries including China, Indonesia, and Brazil, with a market cap of HK$86.12 billion. Operations: The company's revenue segments include Transportation - Air Freight, which generated $10.26 billion. Estimated Discount To Fair Value: 31.9% J&T Global Express appears undervalued based on cash flows, trading at HK$9.68, below its estimated fair value of HK$14.22. Despite a low forecasted return on equity of 18.1% in three years, the company shows robust growth potential with earnings expected to grow significantly at 32.7% annually and revenue outpacing the Hong Kong market at 11.1%. Recent results highlight operational strength with a substantial increase in parcel volume year-on-year. The analysis detailed in our J&T Global Express growth report hints at robust future financial performance. Dive into the specifics of J&T Global Express here with our thorough financial health report. Giant Biogene Holding Overview: Giant Biogene Holding Co., Ltd. is an investment holding company that designs, develops, manufactures, and sells skin treatment products featuring recombinant collagen in China, with a market cap of HK$61.82 billion. Operations: The company's revenue primarily comes from the research, development, manufacture, and sale of bioactive material-based beauty and health products, totaling CN¥5.54 billion. Estimated Discount To Fair Value: 38.7% Giant Biogene Holding is trading at HK$58.4, significantly below its estimated fair value of HK$95.21, suggesting undervaluation based on cash flows. Earnings are projected to grow 16.73% annually, outpacing the Hong Kong market's 10.5%, with revenue growth expected at 18.1%. Despite high non-cash earnings, recent events include a follow-on equity offering of HK$2.33 billion and a special dividend announcement, reflecting strong shareholder returns amidst robust financial forecasts. The growth report we've compiled suggests that Giant Biogene Holding's future prospects could be on the up. Click here to discover the nuances of Giant Biogene Holding with our detailed financial health report. Taiyo Yuden Overview: Taiyo Yuden Co., Ltd. develops, manufactures, and sells electronic components across Japan, China, Hong Kong, and internationally with a market cap of ¥338.03 billion. Operations: The company's revenue is primarily derived from its Electronic Components Business, which generated ¥341.44 billion. Estimated Discount To Fair Value: 45.3% Taiyo Yuden is trading at ¥2710, below its estimated fair value of ¥4956.89, indicating potential undervaluation based on cash flows. Despite a volatile share price and lower profit margins compared to last year, earnings are forecast to grow significantly at 35% annually, outpacing the Japanese market's growth rate. Recent product developments in automotive inductors and increased demand have positively impacted sales forecasts, although foreign exchange losses have tempered profit expectations. Our expertly prepared growth report on Taiyo Yuden implies its future financial outlook may be stronger than recent results. Get an in-depth perspective on Taiyo Yuden's balance sheet by reading our health report here. Make It Happen Unlock more gems! Our Undervalued Asian Stocks Based On Cash Flows screener has unearthed 257 more companies for you to here to unveil our expertly curated list of 260 Undervalued Asian Stocks Based On Cash Flows. Are any of these part of your asset mix? Tap into the analytical power of Simply Wall St's portfolio to get a 360-degree view on how they're shaping up. Simply Wall St is your key to unlocking global market trends, a free user-friendly app for forward-thinking investors. Searching for a Fresh Perspective? Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include SEHK:1519 SEHK:2367 and TSE:6976. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
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24 minutes ago
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South Korea seeks to leverage Trump's focus on shipbuilding in tariff talks
By Ju-min Park and Joyce Lee SEOUL (Reuters) -South Korea and the United States have been discussing a shipbuilding tie-up that could include investments to modernise U.S. shipyards and more help to repair the U.S. naval fleet as Seoul seeks better tariff terms, government and industry sources said. U.S. President Donald Trump, who has made revitalising the ageing U.S. shipbuilding industry a priority to keep up with China, has repeatedly raised the idea of cooperating with South Korea's cutting-edge shipbuilding industry. After investing billions of dollars in shipbuilding capacity, China is the world's biggest shipbuilder. It also has the world's largest maritime fighting force, operating 234 warships to the U.S. Navy's 219, according to the Center for Strategic and International Studies. "South Korea can use shipbuilding as leverage to gain some advantage in tariff negotiations," said Kim Suk Kyoon, a former commissioner of the Korea Coast Guard and an expert on maritime strategy. Pressure on Seoul to reach a deal on import tariffs has increased after Japan struck a trade agreement with the U.S. this week. South Korean officials are in Washington for trade talks, though a high-level meeting due on Friday was postponed over scheduling. South Korea is the world's second-largest shipbuilder and a source with direct knowledge of the talks said any partnership should include South Korean companies investing in the U.S. and helping more in repair and maintenance. South Korea's proposal of a "Korea-U.S. manufacturing renaissance partnership" in areas such as shipbuilding had drawn strong U.S. interest, as Washington called for joint efforts to counter China's shipbuilding growth, Seoul trade officials said, declining to be named as they were not authorised to speak to the media. The U.S. Treasury Department and Trade Representative did not respond to requests for comment on the progress of talks about shipbuilding. South Korea's industry ministry said the U.S. and South Korea were discussing ways to cooperate in manufacturing industries, including shipbuilding, but declined to elaborate. POLITICAL WILL "The most realistic option for South Korea is, I think, to make a deal to fix a certain number of U.S. navy vessels annually or build parts of new ships," said Kim, a visiting researcher at the Korea Institute for Maritime Strategy. Repair of U.S. Navy ships is already happening in South Korea including at Hanwha Ocean's Geoje shipyard, which has the world's largest dock and a 900-ton "Goliath" crane, according to its website. In July, Hanwha Ocean secured its third U.S. Navy maintenance contract and parent Hanwha Group has also been expanding in U.S. shipbuilding. It acquired Pennsylvania-based Philly Shipyard for $100 million last year and said this week the shipyard had received an order for a liquefied natural gas carrier to be built together with Hanwha Ocean's Geoje shipyard. The conglomerate recently said it obtained U.S. approval to increase its stake in Australian shipbuilder Austal that owns a shipyard in Alabama building U.S. Navy ships. Another South Korean shipbuilder, HD Hyundai, formed a partnership this year with U.S. defence-focused shipbuilder Huntington Ingalls, and joined forces with Edison Chouest Offshore to build container ships in the U.S. But, obstacles remain to expanding the relationship. There are difficulties obtaining parts and a lack of local talent at U.S. shipyards, said Woo Jong Hoon, a naval architecture and ocean engineering professor at Seoul National University. Political will would also be needed given the raft of U.S. regulations that protect domestic shipbuilding. A South Korean trade official called for exceptions or changes to the Jones Act, which bars foreign shipyards from building commercial ships to operate in the U.S. The Byrnes-Tollefson Amendment also prohibits the construction of navy vessels in foreign shipyards, but the president retains the authority to waive its provisions for national security. To skirt U.S. regulations, South Korea could look into ideas like building modules to be delivered to U.S. shipyards or designating a South Korean shipyard as a special district so U.S. Navy ships could be built there, Woo said. 'WONDERFUL, WONDERFUL' Trump's introduction to South Korean shipbuilding probably happened nearly three decades ago. The real estate mogul flew in by helicopter to visit the Geoje shipyard in 1998, recounts Lim Moon Kyu, a retired senior executive at the former Daewoo Shipbuilding company who accompanied the VIP guest "with Hollywood looks". Daewoo Shipbuilding was acquired in 2023, becoming Hanwha Ocean. At the top of a 100-metre (328 ft) high crane, Trump was given a birds-eye view of the sprawling shipyard on a southern island. "Clearly, he was impressed, saying 'Wonderful, Wonderful' on top of the crane," said Lim, as he thumbed through photos of the meeting with Trump, who was accompanied by his son Donald Trump Jr. Lim believes the visit left Trump with a lasting positive impression that means he is now open to cooperating with Korean shipbuilders to counter China's growing naval power. "What carrots do we have to give to the U.S.? Nothing but this (shipbuilding) would be immediately possible," said Lim. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
