Good Morning Japan | Smoking Hot Services PMI Sinks Equities; WCup: Japan Out on Penalties
Good Morning Japan: We strive to provide the best macro, stock and thematic overnight news that impacts your trading day in Japan. FOLLOW/LIKE TO...
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Good Morning Japan | US Thanksgiving but Rally Continues in Europe
Good Morning Japan: We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in...
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Daiei Kankyo Pre-IPO - Steady, at Best
Daiei Kankyo (9336 JP) (DK), a waste management company, aims to raise around US$280m in its Japan IPO. In this note, we look at the company's past...
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Good Morning Japan |US PPI Fuels Fed Pivot View = Bullish Equities
Good Morning Japan: We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in...
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Panasonic (6752) | Following the Yellow Brick Road to Battery Profits
The US Inflation Reduction Act will have a massively positive impact on Panasonic’s battery earnings for a decade. We see 25% upside on current...
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