Monday, 1 September 2014

Asian Stocks Outside Japan Drop as Samsung, Hyundai Fall

Asian stocks outside Japan dropped as South Korean manufacturers dragged the gauge lower. The Topix index rallied in Tokyo as the yen weakened before Prime Minister Shinzo Abe announces a new cabinet tomorrow.
Hyundai Motor Co. (005380) fell 2.4 percent after South Korea’s biggest carmaker reported lower sales for August. Samsung Electronics Co., the world’s largest smartphone maker, headed for a two-year low. China Modern Dairy Holdings Ltd. slipped 2.1 percent in Hong Kong after an investor sold shares in the company. Nintendo Co., a maker of gaming consoles that gets most its sales outside Japan, gained 3.2 percent.
The MSCI Asia Pacific Excluding Japan Index dropped 0.6 percent to 509.78 as of 12:33 p.m. in Hong Kong, set for its lowest close since
Aug. 18. The Topix rose toward a seven-month high as the yen touched the weakest against the greenback since January. A measure of Asian equities that includes Japan traded yesterday at 13.7 times estimated earnings, after touching this year’s peak of 13.8 times last week.
“Shares are no longer dirt cheap but they’re not expensive either,” Shane Oliver, a Sydney-based global strategist at AMP Capital Investors Ltd., which oversees about $131 billion, said on Bloomberg Television. “The broad environment for shares remains favorable. Valuations look OK and monetary conditions are very easy.”
South Korea’s Kospi index slipped 0.8 percent. Taiwan’s Taiex index decreased 1 percent. New Zealand’s NZX 50 Index slid was little changed. Hong Kong’s Hang Seng Index dropped 0.6 percent. China’s Shanghai Composite Index and Singapore’s Straits Times Index gained 0.3 percent.

RBA Decision

Australia’s S&P/ASX 200 Index added 0.3 percent. The nation’s central bank maintained borrowing costs at a record-low to support growth and spur hiring in an economy where unemployment is at a 12-year high. The decision was predicted by all 31 economists surveyed by Bloomberg.
Japan’s Topix jumped 1.2 percent, heading for its highest close since Jan. 22. The yen touched 104.87 per dollar. Shares also gained amid speculation Yasuhisa Shiozaki, a politician in favor of pension reform, will be appointed health minister.
“If Shiozaki becomes the health minister, investors will think his appointment will lead to reforms at GPIF and other public pension funds,” said Masashi Akutsu, a strategist at SMBC Nikko Securities Inc. “It’s favorable for the market.”
Ukraine warned of an escalating conflict in its easternmost regions as a rebel leader said talks this week may include negotiations for a truce. The country’s military will take on Russia’s “full-scale invasion,” Defense Minister Valeriy Geletey said on Facebook yesterday, a shift away from the government’s earlier communication that focused on an offensive against insurgents.
Futures on the Standard & Poor’s 500 Index added 0.1 percent from their last close on Aug. 29. U.S. financial markets were shut yesterday for a holiday.

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