The latest Market Talks covering Equities. Published exclusively on Dow Jones Newswires throughout the day.

0348 GMT - Current tech selloff could be a healthy reset within an ongoing bull market, says Saxo Markets chief investment strategist Charu Chanana. Saxo doesn't see a full combination of recession stress, disorderly yields and a broad earnings collapse, which are classic ingredients of a deeper bear-market signal. However, "the next leg higher will need more than keynote excitement," she says, referring to a flurry of announcements made by Nvidia at the annual Computex event. Markets need proof that AI demand is broadening beyond the chip industry and customers are willing to pay, and margins can survive the huge investment cycle, she says.(sherry.qin@wsj.com)

0334 GMT - The selloff in Indonesian assets extends into the start of the week, with the rupiah falling to a record low and the Jakarta Composite Index continuing to slide. The dollar rises 0.8% to 18,155 rupiah, while the Jakarta Composite Index falls 3.3% to 5412.47. Investor sentiment toward Indonesian assets has already been fragile following MSCI's warning over the investability of the country's equity market, MUFG analyst Lloyd Chan says. Sentiment has worsened further amid renewed strikes in the Gulf region and the lack of any clear path toward a resolution of the U.S.-Iran conflict, he says. While authorities have pledged measures to improve yields of Indonesian assets, those efforts may be insufficient to reverse negative market sentiment in the near term, he adds. (yingxian.wong@wsj.com)

0314 GMT - AIA's share-price drop could be a buying opportunity, says DBS Group Research's Ken Shih in a note. The insurer's stock has fallen on worries new account-opening rules could hurt new-business growth in AIA's mainland Chinese visitor segment, he says. However, checks suggest that most of the segment's new business and renewals are paid directly from Hong Kong accounts, while source-of-funds declarations are already a standard know-your-client practice, the analyst says. This implies the segment should remain resilient. The drag from stricter rules is likely short-lived, Shih adds, citing previous instances of AIA's stock recovering strongly after falling on rule changes. DBS reiterates its buy rating and HK$74.00 target price. Shares fall 1.8% to HK$72.70. (megan.cheah@wsj.com)

0310 GMT - Philippines' headline inflation likely peaked, after easing in May, Nomura economists say in a note. Prices rose 6.8% on year last month, cooling from April's 7.2%, due to lower retail fuel prices and food inflation. Nomura cuts its 2026 headline inflation forecast to 5.5% from 6.1%, while still assuming that Brent crude oil prices average $98.4 per barrel. The economists note that adjustments to retail fuel prices will now be more managed, given government regulation enforcing minimum amounts of rollbacks in fuel prices across all oil companies. (amanda.lee@wsj.com)

0304 GMT - Amata Corp. stands to benefit from some tailwinds, Ttb wealth securities' Rata Limsuthiwanpoom says in a report. With a still-large presales backlog of 20 billion baht, the Thai industrial estate developer's robust land transfer momentum should continue, the analyst says. More land sales mean a higher base of recurring utility and service income, Ttb says. The brokerage expects Amata's recurring income to grow 9% annually over 2025-2030. Also, ongoing strong flow of Thailand's Board of Investment applications indicates a continued relocation megatrend. The brokerage raises its target price on the stock to 31.00 baht from 25.00 baht, with an unchanged buy rating. Shares last closed at 26.00 baht. (ronnie.harui@wsj.com)

0244 GMT - UMS Integration's expanding its manufacturing footprint in Vietnam could strengthen its supply-chain resilience, says DBS Group Research's Lee Keng Ling in a note. The Singapore precision-engineering company is planning to acquire three Vietnamese semiconductor-related businesses, which would diversify its production bases and complement its core precision machinery and semiconductor-equipment business, the analyst says. Vietnam is also a potentially lower-cost manufacturing location, compared with Singapore and Malaysia, which could improve UMS's cost competitiveness and margins, the analyst adds. DBS maintains its buy rating on the stock and its target price of 3.17 Singapore dollars. Shares are down 2.8% at S$2.46. (megan.cheah@wsj.com)

0227 GMT - Iron ore prices are lower, weighed by weak demand. The prices remain under pressure as the supply-demand balance weakens, Baocheng Futures analysts write in a note. Downstream steel consumption is easing from elevated levels, while shrinking mill margins continue to weigh on demand, they say. Inventories have resumed building, while stronger coking coal and coke prices are reshaping profit distribution across the steelmaking chain, adding further pressure on iron ore, they say. The most actively traded September iron ore contract on the Dalian Commodity Exchange is 0.6% lower at 760.5 yuan a ton.(jiahui.huang@wsj.com; @ivy_jiahuihuang)

0213 GMT - Amman Mineral Internasional is likely entering a new peak earnings cycle, driven by smelter ramp-up, higher ore grades and stronger commodity prices, says UOB Kay Hian's Benyamin Mikael in a research report. It'll probably deliver record earnings in 2026, partly supported by a production recovery, says the brokerage, which forecasts the company's copper-in-concentrate production to climb 124% and gold output to surge 565% from year earlier. Drivers are higher mill throughput and transition of the Indonesian copper and gold producer's Batu Hijau mine to Phase 8. The brokerage initiates its coverage of the stock with a buy rating and a target price of 7,000 rupiah. Shares last closed at 3,290 rupiah.(ronnie.harui@wsj.com)

0136 GMT - Malaysia's technology sector could remain on a positive trajectory in 2H, although volatility might increase as investors shift their focus to earnings delivery from valuation gains, Hong Leong IB analysts Toh Woo Kim and Sam Jun Kit say in a note. The sector is moving into an earnings-upgrade cycle that has yet to be fully reflected in consensus forecasts from a re-rating phase. The global backdrop remains supportive, thanks to sustained artificial-intelligence infrastructure spending by U.S. hyperscalers and continued fundraising across the broader AI ecosystem, they say. However, any resurgence in U.S. inflation or a more hawkish Federal Reserve could weigh on risk appetite and technology valuations, they add. Hong Leong maintains an overweight rating on Malaysian tech, pegging Itmax System, UWC, Frontken and Unisem (M) as its top picks. (yingxian.wong@wsj.com)

0101 GMT - Malaysia's consumer-product sector could remain a defensive haven for investors, supported by resilient domestic consumption and earnings visibility despite market volatility, RHB IB analyst Soong Wei Siang says in a note. He expects steady consumer spending, backed by healthy economic growth and a firm labor market, while fiscal support measures and a government tourism campaign could help cushion downside risks. Although a prolonged Middle East conflict may weigh on sentiment and raise cost pressures, companies should be relatively insulated by diversified supply chains and adequate inventories, he adds. RHB maintains an overweight rating on the sector, pegging Nestle (Malaysia), Farm Fresh, Mr. D.I.Y. Group (M) and Eco-Shop Marketing as top picks. (yingxian.wong@wsj.com)

0047 GMT - South Korean stocks tumble in early Monday trading, prompting the market operator to temporarily halt trading on both Kospi and Kosdaq markets to reduce volatility. The benchmark Kospi fell as much as 8.4% to 7477.46 earlier, before the declines eased to around 6%. Semiconductor stocks were among the top decliners, with Samsung Electronics last down more than 8% and SK Hynix falling around 6%. Shares in the large-cap chip makers retreat partly on profit-taking after recent sharp gains. Korea Exchange says the sharp drop in futures earlier triggered the trading curb for 20 minutes for Kospi and five minutes for Kosdaq. (kwanwoo.jun@wsj.com)

0018 GMT - Japanese stocks decline after strong U.S. jobs data raised expectations for potential rate increases by the Fed and hit U.S. technology stocks hard on Friday. Uncertainty over the Middle East is also weighing on the market after Iran fired waves of missiles toward Israel on Sunday. Electronics and metals stocks lead declines. Tokyo Electron Ltd. is 5.1% lower and JX Advanced Metals is down 5.8%. The dollar is at 160.30 yen, compared with Y159.94 as of Friday's Tokyo stock market close. Investors are closely watching developments in the Middle East. The Nikkei Stock Average falls 3.7% at 64110.41. (kosaku.narioka@wsj.com; @kosakunarioka)

(END) Dow Jones Newswires

June 07, 2026 23:48 ET (03:48 GMT)

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