Primer: Kansai Electric Power (9503 JP) - Sep 2025
Profitability Surge Driven by Nuclear Restarts: Kansai Electric Power (KEPCO) has seen a dramatic recovery in profitability over the past two...
56 Views
Asia’s Nuclear Revival: Structural Upside Across the Energy Value Chain
AI-driven power demand, decarbonisation, and energy security are boosting nuclear in Asia, with Kazatomprom, Mitsubishi Heavy, and Doosan...
343 Views
Japan Morning Connection: Memory Related in Focus After Knock-Out Numbers for Micron.
Memory back in focus thanks to Micron numbers showing there is plenty of AI runway left, while Fuji Electric and Kansai Electric may see renewed...
335 Views
Toyoda Gosei (7282 JP): The Current Playbook
The offering will likely be priced on 1 December. The average large Japanese placement tends to generate positive returns.
406 Views
Toyoda Gosei (7282 JP): A US$0.8 Billion Secondary Offering
The offering as a percentage of outstanding shares and ADV is large compared to recent large placements. The likely pricing date is 1 December.
403 Views