Japan Morning Connection: 2-Days of Tech Weakness to Price in Will Be a Rough Start for Japan
Semi-cap lower as MSFT cancels leases for AI DC capacity, Western Digital dropping after business spit concerns, Japan trading houses in focus...
316 Views
Seven & I: Where Is the Growth?
Seven & I is showing worrying signs of low morale in recent quarters. It has lost out in a bid for a major base in Poland to ACT and back home,...
114 Views
Merger Arb Mondays (14 Sep) - Public Financial, Skyworth, Changhong Jiahua, Z Fin, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
167 Views
JAPAN: No Lifeguard on Duty, Swim at Your Own Risk
BOJ sends mixed signals on its pace of tightening as the JPY strengthens. Auto, semi and trading company sectors continue to be under pressure. A...
754 Views
Trump Trades and the JAPAN Market Are Like Oil and Vinegar
We pointed out that Japan's semi industry may be at risk as part of the "Trump Trade" sentiment. It turns out that Biden has already thrown...
1.7k Views