Japan Morning Connection: US Semis and Tech Set a Bullish Tone for Japan's SPE Majors
US semiconductors and tech related setting a bullish tone for JP SPE. Steep drop in oil to hit Japex, Index and refiners. Fujitsu may face downside...
607 Views
Japan Morning Connection: HK Futures off the Lows Should Point to Upside for China Related Names
NVDA +4.1% on comments from Hon Hai that demand for Blackwell chips was ‘crazy’, Oil related will follow US lower, HK futures off the lows should...
430 Views
Japan Morning Connection: Expect Rebound After Strong US Job Data
Japan's market is expected to rise following the US jobs report, benefiting exporters and shippers after a recent drop.
449 Views
Merger Arb Mondays (07 Sep) - Skyworth, Z Fin, OFX, Cleanaway, EQT, European Lit, BetMakers, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
199 Views
Merger Arb Mondays (31 Aug) - Dentsu Soken, Kakaku, EQT, Cleanaway, OFX, Reliance, Carnaby, Atlantic
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
172 Views