Asian Session Summary: Tuesday, July 22, 2025
Japan – Nikkei 225 -0.30%
The Nikkei dipped post-election as Prime Minister Ishiba's party lost its majority in the upper house, injecting political uncertainty. However, Ishiba staying in office and gains for the Topix (+0.9%) highlight market resilience. The yen stabilized after a strong rebound, while trade talks with the US remain on track despite the political climate.
China – Shanghai Composite +0.37%
Chinese shares advanced thanks to reassuring urban employment data (6.95M jobs created in H1). Conflux Network’s launch of an offshore yuan-backed stablecoin boosts CNH internationalization momentum. Nevertheless, Shenzhen slipped (-0.3%) after three sessions of gains, illustrating profit taking.
Hong Kong – Hang Seng +0.24%
The Hang Seng extended its uptrend, flirting with 3.5-year highs before moderate profit taking. Inflation remains contained at 1.4% despite weaker subsidies, and stable core inflation (1.0%) supports investor confidence.
India – Sensex -0.01%
An indecisive session in India, with the Sensex easing slightly while the Nifty 50 continues to climb. The market is eyeing a potential return to sugar exports powered by a promising cane crop—boosting agribusiness and export expectations.
Session Overview
Asia showed measured resilience despite Japan’s political tension and lingering trade frictions. Chinese macro signals keep confidence high, while Hong Kong and Indian markets hit a technical pause. The positive momentum of global markets remains intact.
US After Market Recap
Medpace Holdings ($MEDP) +45.0% → Explosive Q2 results with raised 2025 guidance. Revenue and EPS beat estimates, strong commercial momentum ($620M in contracts signed), and major share buybacks ($518M in Q2).
Tesla ($TSLA) +2.9% → Anticipation of better-than-expected results on Wednesday, buoyed by record Q2 China deliveries.
Snap ($SNAP) -5.1% → Disappointing preliminary revenue, with signs of ad revenue slowdown.
Safety Shot ($SHOT) -11.11% → Sharply lower after announcing a $10.6M fundraising.
Sarepta Therapeutics ($SRPT) -8.47% → Suspension of Elevidys gene therapy shipments in the US.
reAlpha Tech ($AIRE) -49.95% → Shares collapsed after a direct $5M fund raise with warrants.
Farmer Brothers Coffee ($FARM) +28.68% → Soared following announcement of strategic options review.
Calix ($CALX) +3.57% → Results beat on both earnings and revenue.
Roblox ($RBLX) -0.15% → End of a six-session winning streak.
EQT Corp ($EQT) -0.86% → Natural gas stocks fell, pressured by declining gas futures.
US Futures Pre-Market
Dow Futures: +0.02%
S&P 500 Futures: -0.05%
Nasdaq 100 Futures: -0.10%
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Wishing everyone a good session
Sylvain Mouilhaud: Equity Coach