Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS. Strong close to SPX on Friday +1.4% on the Day; 3.5%WoW; +7.0%QTD; Light Macro calender this week with Job report Key; OPEC+ surprise cut; Tesla Misses 1Q</li>
<li>JAPAN.  NKY Fut +0.7% vs Cash; USDJPY 132.9; At the start of the new fiscal year, strong tailwinds ahead for Japan: BOJ normalization; Shareholder AGMs; Shareholder returns improvements; Bullish !</li>
<li>NUGGET. Labor Mobility Needed for Sustainable Wage Growth in Japan. This is essential to extend the gains made this year, or we risk reverting to the status quo. </li>
</ul>


OVERSEAS. Strong close to SPX on Friday +1.4% on the Day; 3.5%WoW; +7.0%QTD; Light Macro calender this week with Job report Key; OPEC+ surprise cut; Tesla Misses 1Q
JAPAN.  NKY Fut +0.7% vs Cash; USDJPY 132.9; At the start of the new fiscal year, strong tailwinds ahead for Japan: BOJ normalization; Shareholder AGMs; Shareholder returns improvements; Bullish !
NUGGET. Labor Mobility Needed for Sustainable Wage Growth in Japan. This is essential to extend the gains made this year, or we risk reverting to the status quo. 


Good Morning Japan |SPX-Sizzling 1Q Close; NUGGET: Labor Mobility Needed for Sustainable Wage Growth

<ul>
<li>OVERSEAS. SPX carve out gains on relief Bank rally; Energy leads on Oil supply distruptions; Tech lags on profit taking; Crypto in spotlight as US cracks down on Binance/CEO CZ</li>
<li>JAPAN. Nikkei Futs -0.5% vs Cash; USDJPY 131.6;  Diplomatic Row btw Japan-China brewing on arrest of Japanese national for spying; SMFG expands in Vietnam; Bullish Toray MTP</li>
<li>NUGGET. Softbank just cannot catch a break. Son-san ARM IPO to be wildly successful. $70bn IPO Valuation seem a tall ask. Can Son-san pull this one off ?</li>
</ul>


OVERSEAS. SPX carve out gains on relief Bank rally; Energy leads on Oil supply distruptions; Tech lags on profit taking; Crypto in spotlight as US cracks down on Binance/CEO CZ
JAPAN. Nikkei Futs -0.5% vs Cash; USDJPY 131.6;  Diplomatic Row btw Japan-China brewing on arrest of Japanese national for spying; SMFG expands in Vietnam; Bullish Toray MTP
NUGGET. Softbank just cannot catch a break. Son-san ARM IPO to be wildly successful. $70bn IPO Valuation seem a tall ask. Can Son-san pull this one off ?


Good Morning Japan |More Bank Relief as SPX Gains 0.2%; NUGGET: Softbank- Just Can't Catch a Break

<ul>
<li>OVERSEAS. Softer tone from Powell; US equities find support; BUT, Rates extend sell off; Yield Curve -1.08%..screams recession; Shocker from EU as Germany blocks legislation banning ICE sales from 2035. </li>
<li>JAPAN. NKY +0.6% vs Cash; USDJPY 137.4;  Japan set to extend rally for 5th day on weaker yen; Asahi Kasei books ¥185bn impairment loss; Another BUY call on Fanuc</li>
<li>NUGGET. Rakuten stock has been in the doldrums thanks deep losses in domestic mobile ops. Losses likely peaked. Now, Rakuten Symphony is clearly gaining traction. Time to revisit?</li>
</ul>


OVERSEAS. Softer tone from Powell; US equities find support; BUT, Rates extend sell off; Yield Curve -1.08%..screams recession; Shocker from EU as Germany blocks legislation banning ICE sales from 2035. 
JAPAN. NKY +0.6% vs Cash; USDJPY 137.4;  Japan set to extend rally for 5th day on weaker yen; Asahi Kasei books ¥185bn impairment loss; Another BUY call on Fanuc
NUGGET. Rakuten stock has been in the doldrums thanks deep losses in domestic mobile ops. Losses likely peaked. Now, Rakuten Symphony is clearly gaining traction. Time to revisit?


Good Morning Japan | Softer Tone from Powell; EU EV Shocker; NUGGET: Rakuten Symphony - Wins Coming!

<ul>
<li>OVERSEAS. US Equities down again as Bostic, Kaskari call for higher rates; US10 Yr touches 4%; China Drives Energy and Materials Bid; Awaiting TESLA IR Day (as we write)</li>
<li>JAPAN. NKY Futs flat vs Cash; USDJPY 136.2 flat; Japan caught btw US rate hike Narrative vs China Recovery;  JP firms to hire more; ARM listing: UK loses to US</li>
<li>NUGGET.  As Tesla's Investor day in Focus;  Time to Refocus on their premier US battery supplier Panasonic, and the MASSIVE impact that IRA will have on earnings</li>
</ul>


OVERSEAS. US Equities down again as Bostic, Kaskari call for higher rates; US10 Yr touches 4%; China Drives Energy and Materials Bid; Awaiting TESLA IR Day (as we write)
JAPAN. NKY Futs flat vs Cash; USDJPY 136.2 flat; Japan caught btw US rate hike Narrative vs China Recovery;  JP firms to hire more; ARM listing: UK loses to US
NUGGET.  As Tesla's Investor day in Focus;  Time to Refocus on their premier US battery supplier Panasonic, and the MASSIVE impact that IRA will have on earnings


Good Morning Japan |Down as Fed Hawks Soar; China Drives Resources; Tesla IR Day; NUGGET: Panasonic

<ul>
<li>OVERSEAS.  SPX Futs -0.3% as US OFF ON FOR PRESIDENT'S DAY as Biden makes the trip to Ukraine;  Markets still focused inflation/rate hikes; Europe Resource Stocks bid on China Recovery</li>
<li>JAPAN. NKY Futs -0.2% vs Cash; USDJPY 134.29; North Korea launches  2 more missiles as Japan cries foul;  Defense stocks in focus today? BOJ March Surprise?  </li>
<li>DAILY NUGGET. Toto(5332) - Bottoming here?  Pricing in all of the US near term downside and ignoring the upside to a China recovery ? </li>
</ul>


OVERSEAS.  SPX Futs -0.3% as US OFF ON FOR PRESIDENT'S DAY as Biden makes the trip to Ukraine;  Markets still focused inflation/rate hikes; Europe Resource Stocks bid on China Recovery
JAPAN. NKY Futs -0.2% vs Cash; USDJPY 134.29; North Korea launches  2 more missiles as Japan cries foul;  Defense stocks in focus today? BOJ March Surprise?  
DAILY NUGGET. Toto(5332) - Bottoming here?  Pricing in all of the US near term downside and ignoring the upside to a China recovery ? 


Good Morning Japan | US Out; Rates Worry Europe Stocks;NKorea Fires 2 More Missiles;Toto -Bottom In?

Japan

INPEX CORPORATION is a holding company established through the reorganization of INPEX Corp and Teikoku Oil.  The Company manages subsidiaries that explores, produces, and sells oil and natural gas.

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Inpex Corp (1605 JP)

Good Morning Japan |SPX-Sizzling 1Q Close; NUGGET: Labor Mobility Needed for Sustainable Wage Growth

US equities close out a solid quarter. For Japan, at the start of the new fiscal year, strong tailwinds ahead: BOJ normalization; Shareholder AGMs;...

Mark Chadwick

Good Morning Japan |More Bank Relief as SPX Gains 0.2%; NUGGET: Softbank- Just Can't Catch a Break

SPX carve out gains on relief Bank rally; Tech lags on profit taking; Crypto in spotlight as US cracks down on Binance/CEO CZ. Japan to follow. ...

Mark Chadwick

Good Morning Japan | Softer Tone from Powell; EU EV Shocker; NUGGET: Rakuten Symphony - Wins Coming!

NKY +0.6% vs Cash; USDJPY 137.4; Japan set to extend rally for 5th day on weaker yen; Asahi Kasei books ¥185bn impairment loss; Another BUY call...

Mark Chadwick

Good Morning Japan |Down as Fed Hawks Soar; China Drives Resources; Tesla IR Day; NUGGET: Panasonic

US down again as US10 Yield touch 4%; Japan caught btw US rate hike Narrative vs China Recovery; JP firms to hire more; ARM listing: UK loses to...

Mark Chadwick

Good Morning Japan | US Out; Rates Worry Europe Stocks;NKorea Fires 2 More Missiles;Toto -Bottom In?

North Korea launches 2 more missiles as Japan cries foul; Defense stocks in focus today? BOJ March Surprise? . STOCK FOCUS TODAY: Toto the...

Mark Chadwick

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