MS-Japan Index Earning Revision (Jul): Recruit, Japan Exchange, Panasonic, Idemitsu Kosan, Kioxia
We analyzed MS-Japan's consensus for Jul 2026 and highlighted changes of EPS in Recruit, Japan Exchange, Panasonic, Idemitsu Kosan, Mitsubishi UFJ...
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Japan Weekly: Nikkei Hits a Two Month High
Japanese stocks rose to a two year high on the back of stronger economic data and weakness in the JPY. We highlight nuclear restarts and share...
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Japan E-Commerce Wars Intensify Among the Big 3 Online Platforms
The intensity of competition between the big 3 in e-commerce (Amazon, Rakuten, Z Holdings) means that all are investing heavily. Amazon leads but...
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Japan Financials: Bottoming Out?
Japan Financials have suffered a long-term decline in exposure among active Global fund managers. However, there are signs that ownership levels...
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Aequitas: Archion Placement - Past Large Deals Performance and Thoughts on Valuations
Toyota Motor (7203 JP) and Daimler Truck Holding (DTG GR) are looking to raise up to US$1.7bn via selling some of their stake in Archion (543A JP)....
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