Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>Overseas: SPX +0.1%, Nasdaq +0.3%; Shein to list in US next year</li>
<li>Today: NKY Futs -0.3% v cash. JPY/$ 147.5; Toyota to sell Denso shares; New Asics MTP</li>
<li>JapanX: Toyota: Selling Denso Stake to Fuel Ambitious EV Expansion</li>
</ul>


Overseas: SPX +0.1%, Nasdaq +0.3%; Shein to list in US next year
Today: NKY Futs -0.3% v cash. JPY/$ 147.5; Toyota to sell Denso shares; New Asics MTP
JapanX: Toyota: Selling Denso Stake to Fuel Ambitious EV Expansion


Ohayo Japan | Wall Street Edges Higher; Toyota to Sell Stake in Denso

<ul>
<li>OVERSEAS: SPX +0.4%;  stocks shrug off moves in the bond market as 10-Years hit 4.54%, highest level since 2007</li>
<li>JAPAN: NKY futs -0.6% v cash, JPY 148/$; PM Kishida unveils new tax breaks for semiconductor production</li>
<li>JAPAN X:  Toyota is making significant strides in revolutionizing its electric vehicle (EV) manufacturing with the adoption of "gigacasting" technology</li>
</ul>


OVERSEAS: SPX +0.4%;  stocks shrug off moves in the bond market as 10-Years hit 4.54%, highest level since 2007
JAPAN: NKY futs -0.6% v cash, JPY 148/$; PM Kishida unveils new tax breaks for semiconductor production
JAPAN X:  Toyota is making significant strides in revolutionizing its electric vehicle (EV) manufacturing with the adoption of "gigacasting" technology


Ohayo Japan: Stocks Higher, 10Y Yields Rise Too; JAPAN X - Toyota Embraces Gigacasting

<ul>
<li>OVERSEAS: The S&amp;P 500 lost 2.9% last week, its worst performance since March;  US Auto Strike expands; US budget talks fail - Govt shutdown risk rises. </li>
<li>JAPAN: Nikkei ends the week down -3.4%; BOJ downplays policy exit; Japan Core Inflation remains at 3.1% </li>
<li>JAPAN X: Phil Spencer, the head of gaming at Microsoft, was found to have expressed keen interest in acquiring Nintendo</li>
</ul>


OVERSEAS: The S&amp;P 500 lost 2.9% last week, its worst performance since March;  US Auto Strike expands; US budget talks fail - Govt shutdown risk rises. 
JAPAN: Nikkei ends the week down -3.4%; BOJ downplays policy exit; Japan Core Inflation remains at 3.1% 
JAPAN X: Phil Spencer, the head of gaming at Microsoft, was found to have expressed keen interest in acquiring Nintendo


Ohayo Japan: SPX -2.9%WoW as UAW Auto Strikes Expand; JapanX - Nintendo Is THE Prime Gaming Asset

<ul>
<li>OVERSEAS: SPX Rallies supported by Bullish ARM (+25%) trading;  Markets ignore implications Producer prices; Retail sales strong;   UAW Strike Looms - GM Sweetens offer; China cuts RRR. </li>
<li>JAPAN: NKY Futs 0.1% vs Cash; USDJPY 147.5; Japan Corp profits not trickling down; No boost for Kishida post reshuffle; More JP firms lifting shareholder returns; Bullish Aisin MTP </li>
<li>JAPAN X: Sparx Group's Billion-Dollar Bet on Japan's Future. CEO Abe goes all in with a view of catching the start of the wave of resurgence of Japanese equities.</li>
</ul>


OVERSEAS: SPX Rallies supported by Bullish ARM (+25%) trading;  Markets ignore implications Producer prices; Retail sales strong;   UAW Strike Looms - GM Sweetens offer; China cuts RRR. 
JAPAN: NKY Futs 0.1% vs Cash; USDJPY 147.5; Japan Corp profits not trickling down; No boost for Kishida post reshuffle; More JP firms lifting shareholder returns; Bullish Aisin MTP 
JAPAN X: Sparx Group's Billion-Dollar Bet on Japan's Future. CEO Abe goes all in with a view of catching the start of the wave of resurgence of Japanese equities.


Ohayo Japan: SPX Rallies on Bullish ARM Debut; JAPAN X: Sparx Founder Retirement Trade - $2bn Fund

<ul>
<li>OVERSEAS: SPX closed Friday +0.1% and Week -1.1%; US economy turning out to be stronger than expected - fueling persistence in high rates; China Autos Sales recovery in August</li>
<li>JAPAN:  NKY Futures -0.3% vs Cash; USDJPY 147.8; Kishida to reshuffle cabinet on Wed; Omron to make JMDC a subsidiary; Broker upgrades to BUY: JMDC, Nissan Chem, Toyo Tanso</li>
<li>JAPAN X: FY23 Sees Keyence's Salaries Hit New Heights . Not accident but result of high productivity.  Want to raise wages - funnel labor into high productivity firms !</li>
</ul>


OVERSEAS: SPX closed Friday +0.1% and Week -1.1%; US economy turning out to be stronger than expected - fueling persistence in high rates; China Autos Sales recovery in August
JAPAN:  NKY Futures -0.3% vs Cash; USDJPY 147.8; Kishida to reshuffle cabinet on Wed; Omron to make JMDC a subsidiary; Broker upgrades to BUY: JMDC, Nissan Chem, Toyo Tanso
JAPAN X: FY23 Sees Keyence's Salaries Hit New Heights . Not accident but result of high productivity.  Want to raise wages - funnel labor into high productivity firms !


Ohayo Japan: Strong US Economy->High Rate Fears; JAPAN X: Keyence: High Productivity = High Salaries

Japan

Toyota Motor Corporation manufactures, sells, leases, and repairs passenger cars, trucks, buses, and their related parts worldwide. The Company also operates financing services through their subsidiaries. Toyota Motor builds homes, produces pleasure boats, and develops intelligent transportation systems including radar cruise control and electronic toll collection systems.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Toyota Motor (7203 JP)

Ohayo Japan | Wall Street Edges Higher; Toyota to Sell Stake in Denso

Toyota plans to sell its stake in Denso to support its ambitious electric vehicle expansion, while Shein is set to list in the US next year.

Mark Chadwick

Ohayo Japan: Stocks Higher, 10Y Yields Rise Too; JAPAN X - Toyota Embraces Gigacasting

Stocks overseas rise despite rising bond yields. Japan introduces tax breaks for semiconductor production. Toyota makes progress in EV...

Mark Chadwick

Ohayo Japan: SPX -2.9%WoW as UAW Auto Strikes Expand; JapanX - Nintendo Is THE Prime Gaming Asset

OVERSEAS: UAW strike continue; US Govt shutdown risk; JAPAN: Nikkei ends the week down -3.4%; BOJ downplays policy exit; Japan Core Inflation...

Mark Chadwick

Ohayo Japan: SPX Rallies on Bullish ARM Debut; JAPAN X: Sparx Founder Retirement Trade - $2bn Fund

US equities rally supported buy bullish ARM debut; NKY Futs 0.1% vs Cash; USDJPY 147.5; Japan Corp profits not trickling down; More JP firms...

Mark Chadwick

Ohayo Japan: Strong US Economy->High Rate Fears; JAPAN X: Keyence: High Productivity = High Salaries

US Equities fall WoW on Strong Economy - fueling fears of persistence in high rates; NKY Futures -0.3% vs Cash; USDJPY 147.8; Kishida to reshuffle...

Mark Chadwick

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Ohayo Japan | Wall Street Edges Higher; Toyota to Sell Stake in Denso

​Toyota plans to sell its stake in Denso to support its ambitious electric vehicle expansion, while Shein is set to list in the US next year.

Mark Chadwick

Ohayo Japan: Stocks Higher, 10Y Yields Rise Too; JAPAN X - Toyota Embraces Gigacasting

​Stocks overseas rise despite rising bond yields. Japan introduces tax breaks for semiconductor production. Toyota makes progress in EV...

Mark Chadwick

Ohayo Japan: SPX -2.9%WoW as UAW Auto Strikes Expand; JapanX - Nintendo Is THE Prime Gaming Asset

OVERSEAS: UAW strike continue; US Govt shutdown risk; JAPAN: Nikkei ends the week down -3.4%; BOJ downplays policy exit; Japan Core Inflation...

Mark Chadwick

Ohayo Japan: SPX Rallies on Bullish ARM Debut; JAPAN X: Sparx Founder Retirement Trade - $2bn Fund

US equities rally supported buy bullish ARM debut; NKY Futs 0.1% vs Cash; USDJPY 147.5; Japan Corp profits not trickling down; More JP firms...

Mark Chadwick

Ohayo Japan: Strong US Economy->High Rate Fears; JAPAN X: Keyence: High Productivity = High Salaries

US Equities fall WoW on Strong Economy - fueling fears of persistence in high rates; NKY Futures -0.3% vs Cash; USDJPY 147.8; Kishida to reshuffle...

Mark Chadwick

Toyota plans to sell its stake in Denso to support its ambitious electric vehicle expansion, while Shein is set to list in the US next year.

Stocks overseas rise despite rising bond yields. Japan introduces tax breaks for semiconductor production. Toyota makes progress in EV...