Nyk (9101): Remain a Good Hedge
​Nippon Yusen Kk faces ongoing conflict, wins and lost at the same time. Strong demand from key customers like Apple and Toyota provides stability,...
191 Views
NYK (9101): Iran Conflict Hedge
​Shipping stocks like Nippon Yusen Kk have shown resilience during Iran War, offering a 5% dividend, trading at 10x PER, and outperforming major...
220 Views
Merger Arb Mondays (12 Oct) - Skyworth, Z Fin, OFX, Ingenia/Peet, Cleanaway, Reliance, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
206 Views
Japan Morning Connection: Oil and Gas Infrastructure Names Ripe for a Solid Rebound
Path to a Gulf ceasefire lifts sentiment, with Toyo Engineering and Chiyoda Corp ripe for rebound. Airlines and homebuilders see some relief.
216 Views
Japan Morning Connection: Markets Snap Back Sharply with on Trump's Comments on the War Ending
Markets snap back sharply with Trump commenting the war with Iran is “very complete, pretty much”. It was a mad scramble back into tech and AI...
185 Views