Year-End Rally Underway; Many Bullish Reversals/False Breakdowns; Buys: Tech, Cons. Disc., RE, Steel
There is significant evidence that global equities $ACWI have bottomed, and a year-end rally has begun. It all started when we discussed that the...
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Nintendo (7974) | Stock Performance Ahead 'Switch 2' Speculation
Nintendo's Q2 results were okay, but full year guidance still short. The lack of normal share price cyclicality could limit the impact of the...
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Seibu Giken IPO Trading - Still Not Particularly Enticing
Seibu Giken (6223 JP) (SG) raised around US$93m in its Japan IPO after pricing at the top of its downward revised range. In this note we talk about...
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ECM Weekly (1st Oct 2023) - Cainiao, J&T, Kokusai, Seoul Guarantee, Ecopro, Leapmotor, Bajaj Finance
Aequitas Reserach 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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Ohayo Japan|Strong ISM, Rate Fears Sinks Stocks; JAPAN X: Panasonic Tgts 3x PBR with EV Batteries
Strong ISM Print sparks rate/inflation fears - US stocks sinks. NKY Futs -0.2% vs Cash; USDJPY 147.7; JP Govt official raises threat of FX...
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