PRE-MARKET TAIWAN AND SINGAPORE STOCKS NEWS: Tech stocks in focus amid a global rout, while TSMC is set to announce earnings later

Newsquawk StaffPublished
Newsquawk headlinesUTC

Every headline is on the live feed 20 minutes before this site.

PRE-MARKET TAIWAN AND SINGAPORE STOCKS NEWS: Tech stocks in focus amid a global rout, while TSMC is set to announce earnings later

ECB's Dolenc says don't see second-round effects yet and the labour market isn't so tight anymore, adds must be vigilant on inflation data

Australian Part Time Employment Chg (Sep) -73.7K (Prev. 45.8K)

On the Newsquawk feed at , 20 minutes before this page.

Use the PlatformFree. No signup, no card.

TAIWAN

Delta Electronics (2308 TT) - Co. expects to ship 100 solid-state transformer (SST) units by year-end, with shipments forecast to increase significantly in 2028 amid strong demand from US and Chinese data centre operators and cloud service providers. (Taipei Times)

TSMC (2330 TT) - Co. is to announce its Q3 earnings results today.

Tech

Nasdaq underperformed amid a tech rout, while the sell-off has rolled over into Asia with heavy losses in chip and memory-related stocks.

SINGAPORE

AIMS APAC REIT (AAREIT SP) - Co. Q2 DPU rose 5.4% Y/Y to SGD 0.02571, H1 DPU rose 4% Y/Y to SGD 0.04908, rev. rose 8.5% Y/Y to SGD 101.6mln, net property income rose 11.1% Y/Y to SGD 75.9mln. (Business Times)

ComfortDelGro (CD SP) - Co. appointed Chew Hock Yong and Ang Fung Fung as independent non-executive directors effective November 1, while deputy chairman Choi Shing Kwok will retire on December 31. (Business Times)

Hotel Properties Limited (HPL SP) - Co. said no decision has been made on the sale or redevelopment of its properties following reports that Hongkong Land is in talks to acquire majority stakes in Forum The Shopping Mall, HPL House and voco Orchard Singapore, adding that no transaction is certain. (Business Times)

Zico Holdings (ZICO SP) - Co. said Singapore's High Court ordered Advanced Systems Automation (ASA SP) to provide SGD 42k in security for costs within 14 days in its legal action against subsidiary Zico Capital, with non-compliance resulting in dismissal of the action. (Business Times)

Context

The dominant item is TSMC reporting into a session where the Nasdaq has already led a global tech pullback and the selling has rolled into Asian chip and memory names. That sequencing matters: TSMC results and guidance have historically acted as the regional read-through for the AI and foundry complex, and a print landing mid-rout tends to either arrest the move or validate it, with peers, suppliers and memory names following its capex and demand commentary rather than the headline numbers alone. The distinction to draw is between order softness, which the market is already trading, and margin or capacity commentary, which is what has typically moved the supply chain. The Delta Electronics solid-state transformer shipment guidance slots into the same data-centre power buildout theme and reads as corroborating evidence for that demand channel. The Singapore items, REIT DPU growth, board changes, and a denial of any decision on asset sales, are idiosyncratic and carry little cross-asset weight. The immediate follow-ons are the TSMC release itself, the guidance language, and whether the Asian chip complex stabilises or extends once the number is out.

Related headlines

The feed had this first.

Use the Platform