{"id":93514,"date":"2026-08-19T08:00:31","date_gmt":"2026-08-19T00:00:31","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=93514"},"modified":"2026-08-19T08:18:32","modified_gmt":"2026-08-19T00:18:32","slug":"weekly-securities-newsletter-19-august-2026","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-19-august-2026\/","title":{"rendered":"Weekly Securities Newsletter: 19 August 2026"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"93514\" class=\"elementor elementor-93514\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-796300cb elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"796300cb\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-2949b35f\" data-id=\"2949b35f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-27cf6c8c elementor-widget elementor-widget-heading\" data-id=\"27cf6c8c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">WEEKLY SECURITIES NEWSLETTER<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-676e5e19 elementor-widget elementor-widget-heading\" data-id=\"676e5e19\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"top\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Weekly Securities Newsletter: 19 August 2026<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-79519aad elementor-widget elementor-widget-text-editor\" data-id=\"79519aad\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p style=\"font-family: Montserrat; font-size: 13px; font-weight: 600; background: #e8f4ff; padding: 12px 18px; margin-top: 16px;\"><span style=\"color: #15a4ff;\"><a href=\"#mr\">MARKET RECAP<\/a><\/span> \u00a0|\u00a0 <span style=\"color: #15a4ff;\"><a href=\"#wt\">WHAT&#8217;S TRENDING<\/a><\/span> \u00a0|\u00a0 <span style=\"color: #15a4ff;\"><a href=\"#if\">IN FOCUS<\/a><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-2470cf3a e-flex e-con-boxed e-con e-parent\" data-id=\"2470cf3a\" data-element_type=\"container\" data-e-type=\"container\" id=\"mr\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-4241bcf4 e-con-full e-flex e-con e-child\" data-id=\"4241bcf4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1d6f5bca elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"1d6f5bca\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Market Recap<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4fab274e e-flex e-con-boxed e-con e-parent\" data-id=\"4fab274e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-2eb35c3d e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"2eb35c3d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInLeft&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-b4cb945 e-con-full e-flex e-con e-child\" data-id=\"b4cb945\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7faf9ce0 elementor-widget elementor-widget-heading\" data-id=\"7faf9ce0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">MARKET RECAP 1<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-123effa9 elementor-widget elementor-widget-heading\" data-id=\"123effa9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Cooling Inflation and Strong Earnings Lift Tech and Healthcare<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4c377fbf elementor-widget elementor-widget-text-editor\" data-id=\"4c377fbf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>U.S. consumer inflation continued to ease, reducing concerns over a September Fed hike. Lower Treasury yields supported valuations, lifting high-valuation tech and growth stocks, including the Philadelphia Semiconductor Index and Nasdaq. In Asia, sustained AI and semiconductor buying drove strong gains in Japan. Geopolitical risks remain: Pakistan\u2019s defense minister said U.S.-Iran talks over the Strait of Hormuz were progressing positively, but Iran said restrictions remain. Only six ships per day on average have passed through the strait since August, highlighting continued uncertainty.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8243a38 e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"8243a38\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInRight&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-0e62ed4 e-con-full e-flex e-con e-child\" data-id=\"0e62ed4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-20d6b52f elementor-widget elementor-widget-heading\" data-id=\"20d6b52f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">MARKET RECAP 2<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5eafb8a4 elementor-widget elementor-widget-heading\" data-id=\"5eafb8a4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Fed Hike Expectations Ease; Geopolitical Risks Lift Oil Prices<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-75aa0526 elementor-widget elementor-widget-text-editor\" data-id=\"75aa0526\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>U.S. CPI continued to cool, pushing back Fed hike expectations and driving Treasury yields lower, with the curve steepening over the past week. Nvidia plans to monetize its computing assets and raise over US$500bn with six major Wall Street asset managers. U.S. IG bond issuance reached about US$51.2bn over the week, briefly widening credit spreads. However, lower rates and improving risk appetite supported an IG bond rebound, alongside gains in HY and EM bonds.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-227fc786 e-flex e-con-boxed e-con e-parent\" data-id=\"227fc786\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-52472515 elementor-widget elementor-widget-heading\" data-id=\"52472515\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\"><a href=\"#top\">^ Back to Top<\/a><\/p>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-22ea739c e-flex e-con-boxed e-con e-parent\" data-id=\"22ea739c\" data-element_type=\"container\" data-e-type=\"container\" id=\"wt\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-e6d6c50 e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"e6d6c50\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInUp&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-394c7515 elementor-widget__width-inherit elementor-widget elementor-widget-heading\" data-id=\"394c7515\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">WHAT'S TRENDING<\/h6>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8b64ac3 e-con-full e-flex e-con e-child\" data-id=\"8b64ac3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fffa3f8 elementor-widget elementor-widget-heading\" data-id=\"fffa3f8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">WHAT'S TRENDING 1<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-55763c4 elementor-widget elementor-widget-heading\" data-id=\"55763c4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Cooling U.S. CPI Pushes Back Fed Hike Expectations<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2632116 elementor-widget elementor-widget-text-editor\" data-id=\"2632116\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Lower energy prices drove July CPI inflation down to 3.4% YoY from 3.5%, while CPI rose just 0.1% MoM, easing expectations for a September Fed hike. Core CPI slowed to 2.5% YoY and 0.2% MoM, signaling moderating inflation. However, healthcare, education and communication services prices remained firm. With U.S.-Iran uncertainty and oil prices rising gradually since August, inflation swaps show limited declines in expectations beyond one year, supporting a hawkish stance among some Fed officials.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d7b4d77 e-con-full e-flex e-con e-child\" data-id=\"d7b4d77\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e35bcac elementor-widget elementor-widget-heading\" data-id=\"e35bcac\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">WHAT'S TRENDING 2<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4a01877 elementor-widget elementor-widget-heading\" data-id=\"4a01877\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Applied Materials Earnings: Shedding Lights on Semiconductor Outlook<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cdb859a elementor-widget elementor-widget-text-editor\" data-id=\"cdb859a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Applied Materials (AMAT) reported strong FY3Q26 results, with net revenue of US$9.12bn, up 25% YoY and above expectations and guidance. Adjusted EPS of US$3.50 also beat consensus of US$3.42. Management attributed strong demand to AI infrastructure, advanced foundry and logic, DRAM, advanced packaging, and services. Customers have also raised capacity plans, with management expecting another strong growth year in 2027.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3b7817f2 e-flex e-con-boxed e-con e-parent\" data-id=\"3b7817f2\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-46e0f942 elementor-widget elementor-widget-heading\" data-id=\"46e0f942\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\"><a href=\"#top\">^ Back to Top<\/a><\/p>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-46eb91e2 e-flex e-con-boxed e-con e-parent\" data-id=\"46eb91e2\" data-element_type=\"container\" data-e-type=\"container\" id=\"if\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-ba10b1 e-con-full e-flex e-con e-child\" data-id=\"ba10b1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-77adc379 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"77adc379\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">In Focus<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-27b31edb e-flex e-con-boxed e-con e-parent\" data-id=\"27b31edb\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-4de98680 e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"4de98680\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInLeft&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-39ab8fa e-con-full e-flex e-con e-child\" data-id=\"39ab8fa\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5eb7fb38 elementor-widget elementor-widget-heading\" data-id=\"5eb7fb38\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">IN FOCUS 1<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5c49876d elementor-widget elementor-widget-heading\" data-id=\"5c49876d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Treasury Issuance Plans Set; Corporate Bond Supply Falls in July<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3520bbe9 elementor-widget elementor-widget-text-editor\" data-id=\"3520bbe9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>The U.S. Treasury\u2019s quarterly refunding plan indicates issuance will remain stable over the coming quarters despite rising funding needs. Although the financing gap is expected to widen from US$525bn in FY2026 to US$775bn in FY2027, the Treasury may increase short-term issuance while keeping 20Y+ supply unchanged. Buybacks also remain concentrated in 10Y+ maturities, helping limit supply-demand imbalances in the Treasury market.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e9a4e26 e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"e9a4e26\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInRight&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-fe2fb06 e-con-full e-flex e-con e-child\" data-id=\"fe2fb06\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-297459c0 elementor-widget elementor-widget-heading\" data-id=\"297459c0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">IN FOCUS 2<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2af91d0c elementor-widget elementor-widget-heading\" data-id=\"2af91d0c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Flows Favor Short- to Medium-Term High-Quality Bonds<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-15f13ca5 elementor-widget elementor-widget-text-editor\" data-id=\"15f13ca5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Bond ETF flows from January to July show two clear trends. First, amid U.S.-Iran tensions, higher oil prices, and Fed hike expectations, investors favored short- to medium-duration bonds to reduce rate risk. Second, despite periodic spread widening, credit spreads remain near historical lows, driving flows toward BBB or higher IG bonds. HY inflows have lagged last year, reflecting continued U.S. policy uncertainty and investor preference for high-quality income and stable cash flow.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-716c4c7f e-flex e-con-boxed e-con e-parent\" data-id=\"716c4c7f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-70922362 elementor-widget elementor-widget-heading\" data-id=\"70922362\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\"><a href=\"#top\">^ Back to Top<\/a><\/p>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-59d1b613 e-flex e-con-boxed e-con e-parent\" data-id=\"59d1b613\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6337b7e8 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"6337b7e8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1e9732d8 e-flex e-con-boxed e-con e-child\" data-id=\"1e9732d8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1edefe98 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"1edefe98\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm elementor-animation-shrink\" href=\"https:\/\/www.kgieworld.sg\/securities\/resources\/ck\/files\/docs\/Weekly%20Securities%20Newsletter\/KGI_Global%20Markets%20Weekly%20Kickstart_17%20Aug_2026_Client.pdf\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">READ FULL REPORT<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2f58e83f elementor-align-center elementor-widget elementor-widget-button\" data-id=\"2f58e83f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm elementor-animation-shrink\" href=\"https:\/\/www.kgieworld.sg\/securities\/contact-us\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">CONTACT US TO FIND OUT MORE<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-636800f9 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"636800f9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Cooling Inflation and Strong Earnings Lift Tech and Healthcare. U.S. consumer inflation continued to ease, reducing concerns over a September Fed hike. Lower Treasury yields supported valuations, lifting high-valuation tech and growth stocks, including the Philadelphia Semiconductor Index and Nasdaq. In Asia, sustained AI and semiconductor buying drove strong gains in Japan. Geopolitical risks remain: Pakistan\u2019s defense minister said U.S.-Iran talks over the Strait of Hormuz were progressing positively, but Iran said restrictions remain. Only six ships per day on average have passed through the strait since August, highlighting continued uncertainty.<\/p>\n","protected":false},"author":17,"featured_media":93515,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"footnotes":""},"categories":[35],"tags":[],"class_list":["post-93514","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-global-markets-weekly-updates"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.0.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"Cooling Inflation and Strong Earnings Lift Tech and Healthcare. U.S. consumer inflation continued to ease, reducing concerns over a September Fed hike. Lower Treasury yields supported valuations, lifting high-valuation tech and growth stocks, including the Philadelphia Semiconductor Index and Nasdaq. In Asia, sustained AI and semiconductor buying drove strong gains in Japan. Geopolitical risks remain: Pakistan\u2019s defense minister said U.S.-Iran talks over the Strait of Hormuz were progressing positively, but Iran said restrictions remain. Only six ships per day on average have passed through the strait since August, highlighting continued uncertainty.\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Enya Tan\"\/>\n\t<meta name=\"keywords\" content=\"global markets weekly updates\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-19-august-2026\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 5.0.0.1\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"KGI Singapore Research \u2022 Singapore&#039;s leading broker offering Futures, FX, Equities and Wealth Management.\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"Weekly Securities Newsletter: 19 August 2026 \u2022 KGI Singapore Research\" \/>\n\t\t<meta property=\"og:description\" content=\"Cooling Inflation and Strong Earnings Lift Tech and Healthcare. U.S. consumer inflation continued to ease, reducing concerns over a September Fed hike. Lower Treasury yields supported valuations, lifting high-valuation tech and growth stocks, including the Philadelphia Semiconductor Index and Nasdaq. In Asia, sustained AI and semiconductor buying drove strong gains in Japan. Geopolitical risks remain: Pakistan\u2019s defense minister said U.S.-Iran talks over the Strait of Hormuz were progressing positively, but Iran said restrictions remain. Only six ships per day on average have passed through the strait since August, highlighting continued uncertainty.\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-19-august-2026\/\" \/>\n\t\t<meta property=\"og:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<meta property=\"og:image:secure_url\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<meta property=\"article:published_time\" content=\"2026-08-19T00:00:31+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2026-08-19T00:18:32+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"Weekly Securities Newsletter: 19 August 2026 \u2022 KGI Singapore Research\" \/>\n\t\t<meta name=\"twitter:description\" content=\"Cooling Inflation and Strong Earnings Lift Tech and Healthcare. U.S. consumer inflation continued to ease, reducing concerns over a September Fed hike. Lower Treasury yields supported valuations, lifting high-valuation tech and growth stocks, including the Philadelphia Semiconductor Index and Nasdaq. In Asia, sustained AI and semiconductor buying drove strong gains in Japan. Geopolitical risks remain: Pakistan\u2019s defense minister said U.S.-Iran talks over the Strait of Hormuz were progressing positively, but Iran said restrictions remain. Only six ships per day on average have passed through the strait since August, highlighting continued uncertainty.\" \/>\n\t\t<meta name=\"twitter:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<script type=\"application\/ld+json\" class=\"aioseo-schema\">\n\t\t\t{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"BlogPosting\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-19-august-2026\\\/#blogposting\",\"name\":\"Weekly Securities Newsletter: 19 August 2026 \\u2022 KGI Singapore Research\",\"headline\":\"Weekly Securities Newsletter: 19 August 2026\",\"author\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/enya-tankgi-com\\\/#author\"},\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2026\\\/08\\\/Screenshot-2026-08-18-at-4.04.46-PM.png?wsr\",\"width\":1156,\"height\":649},\"datePublished\":\"2026-08-19T08:00:31+08:00\",\"dateModified\":\"2026-08-19T08:18:32+08:00\",\"inLanguage\":\"en-US\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-19-august-2026\\\/#webpage\"},\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-19-august-2026\\\/#webpage\"},\"articleSection\":\"Global Markets Weekly Updates\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-19-august-2026\\\/#breadcrumblist\",\"itemListElement\":[{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research#listItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/global-markets-weekly-updates\\\/#listItem\",\"name\":\"Global Markets Weekly Updates\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/global-markets-weekly-updates\\\/#listItem\",\"position\":2,\"name\":\"Global Markets Weekly Updates\",\"item\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/global-markets-weekly-updates\\\/\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-19-august-2026\\\/#listItem\",\"name\":\"Weekly Securities Newsletter: 19 August 2026\"},\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research#listItem\",\"name\":\"Home\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-19-august-2026\\\/#listItem\",\"position\":3,\"name\":\"Weekly Securities Newsletter: 19 August 2026\",\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/global-markets-weekly-updates\\\/#listItem\",\"name\":\"Global Markets Weekly Updates\"}}]},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\",\"name\":\"KGI Research Singapore\",\"description\":\"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/\",\"telephone\":\"+6562021188\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2020\\\/11\\\/cropped-Square-logo-PNG.png?wsr\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-19-august-2026\\\/#organizationLogo\",\"width\":512,\"height\":512},\"image\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-19-august-2026\\\/#organizationLogo\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/enya-tankgi-com\\\/#author\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/enya-tankgi-com\\\/\",\"name\":\"Enya Tan\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-19-august-2026\\\/#authorImage\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/4f09a39c9a5aa4debb9941c1ec24d69ad141e38f63db32b2779cc8567ab1f843?s=96&d=mm&r=g\",\"width\":96,\"height\":96,\"caption\":\"Enya Tan\"}},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-19-august-2026\\\/#webpage\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-19-august-2026\\\/\",\"name\":\"Weekly Securities Newsletter: 19 August 2026 \\u2022 KGI Singapore Research\",\"description\":\"Cooling Inflation and Strong Earnings Lift Tech and Healthcare. U.S. consumer inflation continued to ease, reducing concerns over a September Fed hike. Lower Treasury yields supported valuations, lifting high-valuation tech and growth stocks, including the Philadelphia Semiconductor Index and Nasdaq. In Asia, sustained AI and semiconductor buying drove strong gains in Japan. Geopolitical risks remain: Pakistan\\u2019s defense minister said U.S.-Iran talks over the Strait of Hormuz were progressing positively, but Iran said restrictions remain. Only six ships per day on average have passed through the strait since August, highlighting continued uncertainty.\",\"inLanguage\":\"en-US\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-19-august-2026\\\/#breadcrumblist\"},\"author\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/enya-tankgi-com\\\/#author\"},\"creator\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/enya-tankgi-com\\\/#author\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2026\\\/08\\\/Screenshot-2026-08-18-at-4.04.46-PM.png?wsr\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-19-august-2026\\\/#mainImage\",\"width\":1156,\"height\":649},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/weekly-securities-newsletter-19-august-2026\\\/#mainImage\"},\"datePublished\":\"2026-08-19T08:00:31+08:00\",\"dateModified\":\"2026-08-19T08:18:32+08:00\"},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/\",\"name\":\"KGI Singapore Research\",\"description\":\"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.\",\"inLanguage\":\"en-US\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"}}]}\n\t\t<\/script>\n\t\t<!-- All in One SEO -->\n\n","aioseo_head_json":{"title":"Weekly Securities Newsletter: 19 August 2026 \u2022 KGI Singapore Research","description":"Cooling Inflation and Strong Earnings Lift Tech and Healthcare. U.S. consumer inflation continued to ease, reducing concerns over a September Fed hike. Lower Treasury yields supported valuations, lifting high-valuation tech and growth stocks, including the Philadelphia Semiconductor Index and Nasdaq. In Asia, sustained AI and semiconductor buying drove strong gains in Japan. Geopolitical risks remain: Pakistan\u2019s defense minister said U.S.-Iran talks over the Strait of Hormuz were progressing positively, but Iran said restrictions remain. Only six ships per day on average have passed through the strait since August, highlighting continued uncertainty.","canonical_url":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-19-august-2026\/","robots":"max-image-preview:large","keywords":"global markets weekly updates","webmasterTools":{"miscellaneous":""},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"BlogPosting","@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-19-august-2026\/#blogposting","name":"Weekly Securities Newsletter: 19 August 2026 \u2022 KGI Singapore Research","headline":"Weekly Securities Newsletter: 19 August 2026","author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/enya-tankgi-com\/#author"},"publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-18-at-4.04.46-PM.png?wsr","width":1156,"height":649},"datePublished":"2026-08-19T08:00:31+08:00","dateModified":"2026-08-19T08:18:32+08:00","inLanguage":"en-US","mainEntityOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-19-august-2026\/#webpage"},"isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-19-august-2026\/#webpage"},"articleSection":"Global Markets Weekly Updates"},{"@type":"BreadcrumbList","@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-19-august-2026\/#breadcrumblist","itemListElement":[{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research#listItem","position":1,"name":"Home","item":"https:\/\/www.kgieworld.sg\/research","nextItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/global-markets-weekly-updates\/#listItem","name":"Global Markets Weekly Updates"}},{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/global-markets-weekly-updates\/#listItem","position":2,"name":"Global Markets Weekly Updates","item":"https:\/\/www.kgieworld.sg\/research\/category\/global-markets-weekly-updates\/","nextItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-19-august-2026\/#listItem","name":"Weekly Securities Newsletter: 19 August 2026"},"previousItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research#listItem","name":"Home"}},{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-19-august-2026\/#listItem","position":3,"name":"Weekly Securities Newsletter: 19 August 2026","previousItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/global-markets-weekly-updates\/#listItem","name":"Global Markets Weekly Updates"}}]},{"@type":"Organization","@id":"https:\/\/www.kgieworld.sg\/research\/#organization","name":"KGI Research Singapore","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","url":"https:\/\/www.kgieworld.sg\/research\/","telephone":"+6562021188","logo":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2020\/11\/cropped-Square-logo-PNG.png?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-19-august-2026\/#organizationLogo","width":512,"height":512},"image":{"@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-19-august-2026\/#organizationLogo"}},{"@type":"Person","@id":"https:\/\/www.kgieworld.sg\/research\/author\/enya-tankgi-com\/#author","url":"https:\/\/www.kgieworld.sg\/research\/author\/enya-tankgi-com\/","name":"Enya Tan","image":{"@type":"ImageObject","@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-19-august-2026\/#authorImage","url":"https:\/\/secure.gravatar.com\/avatar\/4f09a39c9a5aa4debb9941c1ec24d69ad141e38f63db32b2779cc8567ab1f843?s=96&d=mm&r=g","width":96,"height":96,"caption":"Enya Tan"}},{"@type":"WebPage","@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-19-august-2026\/#webpage","url":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-19-august-2026\/","name":"Weekly Securities Newsletter: 19 August 2026 \u2022 KGI Singapore Research","description":"Cooling Inflation and Strong Earnings Lift Tech and Healthcare. U.S. consumer inflation continued to ease, reducing concerns over a September Fed hike. Lower Treasury yields supported valuations, lifting high-valuation tech and growth stocks, including the Philadelphia Semiconductor Index and Nasdaq. In Asia, sustained AI and semiconductor buying drove strong gains in Japan. Geopolitical risks remain: Pakistan\u2019s defense minister said U.S.-Iran talks over the Strait of Hormuz were progressing positively, but Iran said restrictions remain. Only six ships per day on average have passed through the strait since August, highlighting continued uncertainty.","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-19-august-2026\/#breadcrumblist"},"author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/enya-tankgi-com\/#author"},"creator":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/enya-tankgi-com\/#author"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-18-at-4.04.46-PM.png?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-19-august-2026\/#mainImage","width":1156,"height":649},"primaryImageOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-19-august-2026\/#mainImage"},"datePublished":"2026-08-19T08:00:31+08:00","dateModified":"2026-08-19T08:18:32+08:00"},{"@type":"WebSite","@id":"https:\/\/www.kgieworld.sg\/research\/#website","url":"https:\/\/www.kgieworld.sg\/research\/","name":"KGI Singapore Research","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","inLanguage":"en-US","publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"}}]},"og:locale":"en_US","og:site_name":"KGI Singapore Research \u2022 Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","og:type":"article","og:title":"Weekly Securities Newsletter: 19 August 2026 \u2022 KGI Singapore Research","og:description":"Cooling Inflation and Strong Earnings Lift Tech and Healthcare. U.S. consumer inflation continued to ease, reducing concerns over a September Fed hike. Lower Treasury yields supported valuations, lifting high-valuation tech and growth stocks, including the Philadelphia Semiconductor Index and Nasdaq. In Asia, sustained AI and semiconductor buying drove strong gains in Japan. Geopolitical risks remain: Pakistan\u2019s defense minister said U.S.-Iran talks over the Strait of Hormuz were progressing positively, but Iran said restrictions remain. Only six ships per day on average have passed through the strait since August, highlighting continued uncertainty.","og:url":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-19-august-2026\/","og:image":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr","og:image:secure_url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr","article:published_time":"2026-08-19T00:00:31+00:00","article:modified_time":"2026-08-19T00:18:32+00:00","twitter:card":"summary","twitter:title":"Weekly Securities Newsletter: 19 August 2026 \u2022 KGI Singapore Research","twitter:description":"Cooling Inflation and Strong Earnings Lift Tech and Healthcare. U.S. consumer inflation continued to ease, reducing concerns over a September Fed hike. Lower Treasury yields supported valuations, lifting high-valuation tech and growth stocks, including the Philadelphia Semiconductor Index and Nasdaq. In Asia, sustained AI and semiconductor buying drove strong gains in Japan. Geopolitical risks remain: Pakistan\u2019s defense minister said U.S.-Iran talks over the Strait of Hormuz were progressing positively, but Iran said restrictions remain. Only six ships per day on average have passed through the strait since August, highlighting continued uncertainty.","twitter:image":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr"},"aioseo_meta_data":{"post_id":"93514","title":"#post_title #separator_sa #site_title","description":"#post_excerpt","keywords":null,"keyphrases":{"focus":[],"additional":[]},"primary_term":null,"canonical_url":null,"og_title":null,"og_description":null,"og_object_type":"default","og_image_type":"default","og_image_url":null,"og_image_width":null,"og_image_height":null,"og_image_custom_url":null,"og_image_custom_fields":null,"og_video":"","og_custom_url":null,"og_article_section":null,"og_article_tags":null,"twitter_use_og":false,"twitter_card":"default","twitter_image_type":"default","twitter_image_url":null,"twitter_image_custom_url":null,"twitter_image_custom_fields":null,"twitter_title":null,"twitter_description":null,"schema":{"blockGraphs":[],"customGraphs":[],"default":{"data":{"Article":[],"Course":[],"Dataset":[],"FAQPage":[],"Movie":[],"Person":[],"Product":[],"ProductReview":[],"Car":[],"Recipe":[],"Service":[],"SoftwareApplication":[],"WebPage":[]},"graphName":"BlogPosting","isEnabled":true},"graphs":[]},"schema_type":"default","schema_type_options":null,"pillar_content":false,"robots_default":true,"robots_noindex":false,"robots_noarchive":false,"robots_nosnippet":false,"robots_nofollow":false,"robots_noimageindex":false,"robots_noodp":false,"robots_notranslate":false,"robots_max_snippet":"-1","robots_max_videopreview":"-1","robots_max_imagepreview":"large","priority":null,"frequency":"default","local_seo":null,"breadcrumb_settings":null,"limit_modified_date":false,"ai":{"faqs":[],"keyPoints":[],"schemas":[],"titles":[],"descriptions":[],"socialPosts":{"email":{"subject":"","preview":"","content":""},"linkedin":[],"twitter":[],"facebook":[],"instagram":[]}},"created":"2026-08-18 08:02:36","updated":"2026-08-19 00:18:32","seo_analyzer_scan_date":null,"focus_keyword":null,"additional_keywords":null,"truseo_locale":null},"_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/93514","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=93514"}],"version-history":[{"count":3,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/93514\/revisions"}],"predecessor-version":[{"id":93518,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/93514\/revisions\/93518"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media\/93515"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=93514"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=93514"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=93514"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}