Japan Morning Connection: Big Pivot from Momo into Value Should See a Sharp Factor Rotation Today
​Homebuilders show potential for upside as market rotates; watch big momentum winners for downside. Este Lauder climbs while JP names lag behind.
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Japan Morning Connection: Markets Seeing Iran's Potential Demise as Fuel to Risk-On Fire
Japan SPE underperformers may catch a bid. Estee Lauder's jump up has positive implications for Japan's Shiseido and Kose.
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Mao Geping IPO Lockup - Stock Is up 4x, US$400m Cornerstone Lockup Release
Mao Geping Cosmetics raised around US$345m in its Hong Kong IPO. The lockup on its cornerstone investors is set to expire soon.
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Giant Biogene Placement - Great Track Record but Previous Deal Didn’t Do Well
Giant Biogene (2367 HK) aims to raise up to US$250m via a top-up placement. In this note, we talk about the deal dynamics and run the deal through...
568 Views
Japan Morning Connection: US Markets Well off the Lows Pointing to Better Start for JP
Bullish comments from Arm should have positive for Softbank, Hegseth trip results in no demand for higher defense spending in Japan, Shiseido...
308 Views