Good Morning Japan |Stocks (Finally) Catch a Break; Cyclicals Rebound; And..we Resume in 2023 !
JAPAN: Futs flat vs Cash. USDJPY supported at ÂĄ132;Â INBOUND tourists return;Â Decarb spend to accelerate - we see this as the BIG THEME FOR 2023...
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China ADRs Delisting - Friday Could Be Judgment Day for over US$800bn Mcap of Stocks
PCAOB officials concluded their Hong Kong visit last month and PCAOB is due to announce its annual judgment on whether it had adequate access to US...
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Daiei Kankyo IPO Trading - Peers Have Been Correcting
Daiei Kankyo (9336 JP) , a waste management company, raised around US$314m in its Japan IPO. In this note we talk about the trading dynamics.
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ECM Weekly (11th Dec 2022) - ITail, Sunshine, Weilong, VinFast, Skymark, Tian Tu, Cntry Gard, Nippon
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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2023 High Conviction: NTT (Buy) - Surging DoCoMo Underappreciated as Markets Step Back from Value
NTT shares have fallen 10% from recent highs but improving results for mobile and fintech and a second FY22 buyback program should reassure...
716 Views