☕️ Daily Market Talk | Mar 27, 2026

Hi guys ☕️ US: Iran ceasefire extended, Trump eyes China visit, Meta doubles down on AI, Apple opens Siri. HK: Meituan swings to loss, SMIC hits record high. SG: Manufacturing soft, S-REITs under pressure. One post covering all 3 markets. Join the discussion & earn Task Coins! 👇

💬 Today's 3 Big Questions

1. Trump delays Iran strikes another 10 days at Tehran's request — Peace deal close or more stalling? Oil volatility ahead. How are you positioned?

2. Meituan swings to 233.5B RMB net loss — Core local commerce in red. Long-term AI bet or fundamental cracks?

3. S-REITs down ~6% this month — Middle East fears + rising bond yields. Buy the dip or stay away?

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⏰ Deadline: 27 Mar 2026, 11:59 PM (SGT)

📊 Quick Market Recap

🇺🇸 US Markets

Trump delays Iran energy strikes for 10 days at Iran's request — original 48-hour ultimatum now pushed to April 6. US claims talks "productive," Iran calls it mere "info exchange" .
Trump potential China visit May 14-15 under discussion — China confirms both sides maintaining communication.
Tesla Q1 deliveries estimated at ~366k units by sell-side consensus — ahead of results next week.
Meta boosts Texas data center investment to $10B (6x increase) — betting big on AI infrastructure.
Apple opens Siri to AI models beyond ChatGPT — iOS 27 will allow Gemini, Claude integration.
Google launches Search Live with Gemini 3.1 Flash Live — real-time camera-based AI search.

🇭🇰 Hong Kong & China Markets

Meituan 2025 adjusted net loss hits 23.35B RMB — core local commerce swung to 6.9B RMB operating loss amid fierce competition. CEO Wang Xing: "focusing on long-term, not short-term wins".
SMIC 2025 revenue up 16% to record high, net profit +39% — monthly capacity exceeds 1M wafers.
Shangri-La HK net profit falls 30.4% to $112.3M — hit by impairment and lower investment property gains.

🇸🇬 Singapore Markets

Feb manufacturing output dips 0.1% — biomedical drag offset by electronics +13.7% (semiconductors +14.6% on AI demand).
S-REIT Index down ~6% this month — Middle East energy concerns + rising bond yields pressure the sector.
Keppel & Simba extend M1 deal deadline to May 21 amid regulatory review.
GuocoLand proposes privatization of Malaysian unit at 17.7% premium.
DBS sees deposit growth from Middle East safe-haven flows — warns of potential downward pressure on SG rates.
Lendlease REIT completes PLQ Mall acquisition — now 100% owner.
Aoxin Q&M signs MOU to acquire Chinese dental group for RMB 150M.

📅 Earnings & Data Today

Company	Sector
$YOFC(06869.HK)	Optical fiber
$BYD ELECTRONIC(00285.HK)	Electronics manufacturing
$PETROCHINA(00857.HK)	Oil & gas

Singapore Feb manufacturing output: -0.1% YoY (biomed drag)
US Weekly Jobless Claims: 8:30pm SGT