Wrap Asia

MSFT cuts Game Pass prices by up to 27% but delays new CoD releases. A reversal from prior hikes.

Apella Capital buys $10.3M in DFGX ETF, up 3.7% YTD, yielding 2.75%. Bond ETF seeks global exposure.

VMI beats EPS/revenue, up 14.6%! Trades at 15.2x OCF, a slight discount.

Biogen's 25.5% gain & 11.3x P/E look fair, but declining ROIC & EPS raise quality concerns.

Gen Z racks up credit card debt; 0% APR offers a temporary fix, but high rates loom.

Goldman sees $12.6K/ton copper, but Hormuz risks & China's acid ban threaten supply.

Retailers like WMT ($10.2B) and TGT ($2.2B) get tariff refunds. Watch for potential customer lawsuits.