Category: Finance

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Australia and Singapore Stock Markets Information Links オーストラリア/シンガポール株式投資情報入手

Japanese investors have few opportunities to get information apart from Japan and U.S. I will show the links related to Australia and Singapore Stock Markets. I think these links are very useful to compare with Japan and China

Australia

MarketIndex Australia is the best link to analyse the companies listed in ASX.

Monex Securities Australia

Monex Securities Australia provide Australian with best platform, which is much better than Monex Japan. Unfortunately, they do not allow Japan residents to open account.

Use information they provide is Insight

NabTrade

NabTrade, subsidy of National Bank of Australia, is probably the largest broker in Australia. They provide useful information in Insights including podcast.

Singapore

PhillipCapital

PhillipCapital is the largest broker in ASEAN. They provide the following useful informations.

StocksBnB: good research information in ASEAN

PhillipCapital Youtube: Updated weekly information

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Aerospace stocks

I’m also monitoring Aerospace stocks, especially devices and ground services. The following companies are not judged by stock valuations, but by my thought whether these companies will be potential around 2025 or 2030.

Spacecraft Monitoring & control services and ground station devices.

Kratos https://www.kratosdefense.com/

Kratos is the most potential company, providing ground station devices both to AWS ground station and Microsoft Azure. Kratos is also providing EPOCH, spacecraft monitoring and control software to commercial satellites. Unfortunately, PER will be over 300 times with the rumor that Lockeed Martin might purchase Kratos.

Spacecraft operations services

THALES https://www.thalesgroup.com/en

LEONARDO https://www.leonardocompany.com/en/home

These companies have strength in European. Thales Alenia and Telespazio are part of these companies. These companies will be valuable compared with US stocks.

Onboard devices

Spacecrafts are embedded systems in order to control in limited capacity. Therefore, FPGA and ASIC(Application Specific Integrated Circuit) are key products.

Xilinx

Intel

Lattice

Microchip Technology

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Hydrogen and NGV(Natural Gas Vehicle) stocks

I’m monitoring the listed companies for Hydrogen and NGV(natural gas vehicle). Hydrogen is potential energy to produce electricity, which will be next generation as FCV (Fuel Cell Vehicle) after EV(Electricity vehicle). Many governments, including California, promote FCV or EV to eliminate CO2 production. Electricity battery is not only applied into automobile but also into airplane, ship, even spacecrafts, meaning that hydrogen energy must be key issue for MaaS(Mobility as a Service).

Related Hydrogen stocks are as follow:

Plug Power

Ballard Power

NEL Hydrogen

Mcphy

I estimate that NGV(natural gas vehicle) will be much more attracted between 2025 and 2030 than EV and FCV. Half of energy is coming from natural gas to produce electricity or hydrogen which works for EV or FCV. Using natural gas directly is much more efficient than using electricity or hydrogen which is transferred from the gas. Experts with technology background notice that NGV is much better than EV or FCV, while investors focus on middle-term profit.

Related NGV stocks are as follow:

Cummins Natural Gas Engine