Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS.  SPX close flat and keeps the 4100 support; CPI inline but Rates higher; USD stronger as Fed Hawks back out; Telsa +7% Bullish Initiation; Boeing Again-massive India order.</li>
<li>JAPAN.  Nikkei Futures +0.5% vs Cash; USDJPY weakens to 133. 15;  BOJ Governor designate nominated but with weak GDP print, don't expect much chg ST; Massive ShareBuyback  from  Idemetsu Kosan</li>
<li>DAILY NUGGET. Global EV Sales in 2022  was $388 billion, +58%YoY. Is this what it will take to get to Japanese OEM to step on the gas ?</li>
</ul>


OVERSEAS.  SPX close flat and keeps the 4100 support; CPI inline but Rates higher; USD stronger as Fed Hawks back out; Telsa +7% Bullish Initiation; Boeing Again-massive India order.
JAPAN.  Nikkei Futures +0.5% vs Cash; USDJPY weakens to 133. 15;  BOJ Governor designate nominated but with weak GDP print, don't expect much chg ST; Massive ShareBuyback  from  Idemetsu Kosan
DAILY NUGGET. Global EV Sales in 2022  was $388 billion, +58%YoY. Is this what it will take to get to Japanese OEM to step on the gas ?


Good Morning Japan |SPX Holds Key 4100 Level in Choppy Session Post CPI; EVs-Where Are the Japanese?

<ul>
<li>OVERSEAS. Beta Roars back as SPX regains 4100 support; All SPX sector positive(ex-Energy); CPI in focus as US 2Yr Yields still at 4.5%; Fed Pause or Acceleration-is the question</li>
<li>JAPAN. NKY Futs +1.0% vs Cash; Yen Weakens to 132.45 vs US;  JGB at 2% next year ? So says Koll; Citizen Watch shakes things up with Massive Buyback</li>
<li>DAILY NUGGET.  Buybacks been been certainly improving in Japan. But this action from Citizen Watch takes it to another level.</li>
</ul>


OVERSEAS. Beta Roars back as SPX regains 4100 support; All SPX sector positive(ex-Energy); CPI in focus as US 2Yr Yields still at 4.5%; Fed Pause or Acceleration-is the question
JAPAN. NKY Futs +1.0% vs Cash; Yen Weakens to 132.45 vs US;  JGB at 2% next year ? So says Koll; Citizen Watch shakes things up with Massive Buyback
DAILY NUGGET.  Buybacks been been certainly improving in Japan. But this action from Citizen Watch takes it to another level.


Good Morning Japan |Beta BACK-Ahead of CPI; Citizen Watch LEADS=>Massive Buyback; Toyota EV Shift?

<ul>
<li>OVERSEAS.  SPX Caps another winning week - now 4/5 for the year;  Blow out Jobs report but Wages slowing - Goldilocks ? Powell speaks this week as DIS, UBER report.</li>
<li>JAPAN.  NKY Futs +0.4% vs Cash; Yen weakens to 132 handle as Amimiya forerunner for BOJ Governor;  Inbound resurgence reflecting in skyrocketing hotel rates;  Earnings this week - Watch Softbank</li>
<li>DAILY NUGGETS. NO ROCKING OF THE BOAT - BOJ Deputy Amamiya is set to take the mantle of leadership at the BOJ.</li>
</ul>


OVERSEAS.  SPX Caps another winning week - now 4/5 for the year;  Blow out Jobs report but Wages slowing - Goldilocks ? Powell speaks this week as DIS, UBER report.
JAPAN.  NKY Futs +0.4% vs Cash; Yen weakens to 132 handle as Amimiya forerunner for BOJ Governor;  Inbound resurgence reflecting in skyrocketing hotel rates;  Earnings this week - Watch Softbank
DAILY NUGGETS. NO ROCKING OF THE BOAT - BOJ Deputy Amamiya is set to take the mantle of leadership at the BOJ.


Good Morning Japan |4 /5 as SPX Weekly Wins Continue;Blow Out NFP Report ! BoJ's Amamiya "THE ONE" ?

<ul>
<li>OVERSEAS. Another strong post Fed Day with SPX breaks 4100 level; Slew of big tech after hours: AMZN; Google, AAPL-Mkt doesn't like; Ford, not to be left out, MISSES</li>
<li>JAPAN. NKY Futs +0.5% vs Cash; USDJPY 128.69;  Mgmt Transitions,  Sony and Z-HD make changes; Earnings:  Sony +ve;  -ve Panasonic (but special case); Murata - last of bad news ?</li>
<li>DAILY NUGGETS. Panasonic – Still deciding. Seems we have to wait a bit longer on the impact of the IRA credits.</li>
</ul>


OVERSEAS. Another strong post Fed Day with SPX breaks 4100 level; Slew of big tech after hours: AMZN; Google, AAPL-Mkt doesn't like; Ford, not to be left out, MISSES
JAPAN. NKY Futs +0.5% vs Cash; USDJPY 128.69;  Mgmt Transitions,  Sony and Z-HD make changes; Earnings:  Sony +ve;  -ve Panasonic (but special case); Murata - last of bad news ?
DAILY NUGGETS. Panasonic – Still deciding. Seems we have to wait a bit longer on the impact of the IRA credits.


Good Morning Japan | SPX Breakout but After-Hours Earnings Sap FOMO; Sony Beat; Pana-Still Deciding

<ul>
<li>OVERSEAS.  Bull vs Bears swings as SPX closes flat; TSLA back on track with beat; ASML comforts Semi bulls; Global Shipping Alliance Crumbles, Negative Containers. </li>
<li>JAPAN.  NKY Futs flat vs Cash; USDJPY 129.57; Japan Bond investors flee US; TSE to end transitional listing; Reg Bank Consol; Pressure for JP Shippers ? Cyberagent - better future?</li>
<li>DAILY NUGGET. We look at the big decarbonization push via carbon capture, and see MHI (7011) as the biggest Japan beneficiary. </li>
</ul>


OVERSEAS.  Bull vs Bears swings as SPX closes flat; TSLA back on track with beat; ASML comforts Semi bulls; Global Shipping Alliance Crumbles, Negative Containers. 
JAPAN.  NKY Futs flat vs Cash; USDJPY 129.57; Japan Bond investors flee US; TSE to end transitional listing; Reg Bank Consol; Pressure for JP Shippers ? Cyberagent - better future?
DAILY NUGGET. We look at the big decarbonization push via carbon capture, and see MHI (7011) as the biggest Japan beneficiary. 


Good Morning Japan |Off the Lows to Flat as ASML, TSLA Beats; Global Shipping Alliance Crumbles

Japan

Panasonic Corporation manufactures electric and electronic products. The Company produces home appliances, car navigation systems, digital devices, computer peripherals, telecommunications, industrial equipment, and electronic parts. Panasonic has associated companies around the world.

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Panasonic Corp (6752 JP)

Good Morning Japan |SPX Holds Key 4100 Level in Choppy Session Post CPI; EVs-Where Are the Japanese?

CPI leaves markets confused, but Beta and cycliclals bid anwyay. Nikkei Futures +0.5% vs Cash; BOJ Governor designate nominated but with weak GDP...

Mark Chadwick

Good Morning Japan |Beta BACK-Ahead of CPI; Citizen Watch LEADS=>Massive Buyback; Toyota EV Shift?

JGB at 2% next year ? So says Koll; Citizen Watch shakes things up with Massive Buyback. JGB at 2% next year ? So says Koll; Citizen Watch shakes...

Mark Chadwick

Good Morning Japan |4 /5 as SPX Weekly Wins Continue;Blow Out NFP Report ! BoJ's Amamiya "THE ONE" ?

NKY Futs +0.4% vs Cash; Yen weakens to 132 handle as Amimiya forerunner for BOJ Governor; Inbound resurgence reflecting in skyrocketing hotel...

Mark Chadwick

Good Morning Japan | SPX Breakout but After-Hours Earnings Sap FOMO; Sony Beat; Pana-Still Deciding

NKY Futs indicate +0.5% but are unlikely to be realised as the damper from earnings after hours in the US likely weighs on sentiment. Apple...

Mark Chadwick

Good Morning Japan |Off the Lows to Flat as ASML, TSLA Beats; Global Shipping Alliance Crumbles

JAPAN. NKY Futs flat vs Cash; USDJPY 129.57; Japan Bond investors flee US; TSE to end transitional listing; Reg Bank Consol; Pressure for JP...

Mark Chadwick

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