By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Cellnex Extends Vodafone Spain Deal; Aena Reopens Airport Ad Tender
Cellnex has renewed its network infrastructure deal with Vodafone Spain for another decade. Meanwhile, Aena is re-tendering its airport adve
Tokyo Artisan Intelligence Targets 2027 Mass Production for Edge AI Chips
Tokyo Artisan Intelligence is moving its edge AI processor toward production, with sample chips due in 2025 and mass production by 2027. The
New Zealand Stocks Hit Record High as OPEC+ Boosts Oil Supply
New Zealand's benchmark stock index hit a new high, rising 1.07% as OPEC+ agreed to increase oil supply from August. The move helped ease en
EasyJet Backs £6.90 Castlelake Proposal as FTSE 100 Dips on Oil and BoE Bond Debate
EasyJet has backed a £6.90-per-share proposal from Castlelake, while the FTSE 100 fell as markets weighed lower oil prices and a debate over
SK Hynix Targets $28 Billion Nasdaq ADR Listing to Fund AI Chip Expansion
SK Hynix, a leading AI memory-chip maker, plans to list ADRs on Nasdaq in a deal that could raise about $28 billion. The funds will support
Aluminum Prices Rise as LME Stockpiles Drop Below 300,000 Tons for First Time Since 2022
Aluminum prices edged up as LME stockpiles slipped below 300,000 metric tons for the first time since 2022, signaling tighter supply. Three-
India's Car Sales Surge 28.6% as CNG and Hybrids Hit Record 40.4% Share
India's passenger-car retail sales rose 28.6% year-on-year in June, driven by a record 40.4% share for alternative-fuel vehicles. Higher fue
Talga and Mitsubishi Chemical Sign LOI to Advance EV Battery Anode Supply
Talga Group has signed a non-binding letter of intent with Mitsubishi Chemical to potentially supply its Talnode graphite anode material for
Korea's KOSPI Drops 3% as Chip Stocks Face Valuation Doubts Despite SK Hynix's $29B Nasdaq Plan
South Korea's benchmark KOSPI index slid nearly 3% as chip heavyweight SK Hynix fell 5%, despite reports it plans a $29 billion Nasdaq ADR l
Palm Oil Bounces Back as Rival Edible Oils Firm, Ringgit Weakens
Malaysian palm oil futures bounced back over 1% on Monday, helped by a weaker ringgit and rising rival edible oil prices. Traders are watchi
Topix Extends Winning Streak as Oil Drop Lifts Japan's Industrials
Japan's Topix index rose for a sixth straight day as cooling oil prices supported industrials and transportation stocks. The tech-heavy Nikk
Genesis Minerals Tops Regis with A$5.6B Bid for Vault, Creating A$12.6B Gold Giant
Genesis Minerals has made a A$5.6 billion bid for Vault Minerals, topping Regis Resources' earlier offer. The deal could create a A$12.6 bil