Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS.  Stocks Mixed as SPX -0.1% as NYSE Glitches on Open;  MSFT Beats  but Chip Giant Texas Instruments weak; DoJ calls for Google Ad Break up</li>
<li>JAPAN.  NKY Futs -0.4% vs Cash; USDJPY steady at 130.19; Japan Freezes - No Joke; Nikkei Survey shows public sentiment toward Nuclear Power improving; Nidec misses; Elliot tgts DNP </li>
<li>DAILY NUGGET. Is Japan Stuck ? This is the view of outgoing BBC reporter. We disagree - changes are happening. </li>
</ul>


OVERSEAS.  Stocks Mixed as SPX -0.1% as NYSE Glitches on Open;  MSFT Beats  but Chip Giant Texas Instruments weak; DoJ calls for Google Ad Break up
JAPAN.  NKY Futs -0.4% vs Cash; USDJPY steady at 130.19; Japan Freezes - No Joke; Nikkei Survey shows public sentiment toward Nuclear Power improving; Nidec misses; Elliot tgts DNP 
DAILY NUGGET. Is Japan Stuck ? This is the view of outgoing BBC reporter. We disagree - changes are happening. 


Good Morning Japan |NYSE Glitches; Stocks Mixed; While JP Freezes the Public Warms to Nuclear Power

Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Equity Bottom-Up

<ul>
<li>In this insight we discuss reasons why <a href="https://www.smartkarma.com/entities/aisin-corp" target="_blank" data-smartkarma-citation="entities:11809:1" rel="noopener">Aisin (7259 JP)</a>'s Q1FY2027 disappointed.</li>
<li>We discuss why China remained the single biggest drag on Aisin's first-quarter performance.</li>
<li>Finally, we discuss why is it at a compelling value zone and present investment case  which  rests on three pillars for the coming 9M FY2027.</li>
</ul>


In this insight we discuss reasons why Aisin (7259 JP)'s Q1FY2027 disappointed.
We discuss why China remained the single biggest drag on Aisin's first-quarter performance.
Finally, we discuss why is it at a compelling value zone and present investment case  which  rests on three pillars for the coming 9M FY2027.


Aisin (7259 JP) - Valuation Comfort, China Factor , H2 Holds the Key

<ul>
<li>
 Good Morning Japan:  We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in Japan.  FOLLOW US to keep abreast!
</li>
<li>
OVERSEAS: US Thanksgiving holidays;  US out but rally continues: STOXX Europe 600  +0.46%;  US Equity Futs +0.26%;  China Covid #s hit record high ; Rare China covid protest; Twitter Amnesty </li>
<li>
JAPAN: NISA 2x expansion to ¥56trn targeted;  START UPS: Govt tgts 100k start-ups/ ¥10trn investments; EV: Aisin Seiki expanding E-Axle production; NINTENDO: Pokemon hits 10m sales</li>
</ul>



 Good Morning Japan:  We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in Japan.  FOLLOW US to keep abreast!


OVERSEAS: US Thanksgiving holidays;  US out but rally continues: STOXX Europe 600  +0.46%;  US Equity Futs +0.26%;  China Covid #s hit record high ; Rare China covid protest; Twitter Amnesty 

JAPAN: NISA 2x expansion to ¥56trn targeted;  START UPS: Govt tgts 100k start-ups/ ¥10trn investments; EV: Aisin Seiki expanding E-Axle production; NINTENDO: Pokemon hits 10m sales


Good Morning Japan | US Thanksgiving but Rally Continues in Europe

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

S&P BSE SENSEX Index / Technical Analysis

S&P BSE SENSEX Index (SENSEX INDEX EQUITY)

<ul>
<li>We continue to see global equities as being in pullback mode, with the MSCI ACWI index (ACWI-US) already testing important support in the $86-87 range, highlighted last week.</li>
<li>A bounce here would be ideal for the bullish case, but we could easily see a test of the YTD lows near $81.50 if $86 fails to hold.</li>
<li>Japan's TOPIX/Nikkei225/TOPIX Small remain bullish, as does India's SENSEX -- add exposure. Seeing some failed breakouts in Europe, notably the EURO STOXX 50 and STOXX Europe 600; a concerning development.</li>
</ul>


We continue to see global equities as being in pullback mode, with the MSCI ACWI index (ACWI-US) already testing important support in the $86-87 range, highlighted last week.
A bounce here would be ideal for the bullish case, but we could easily see a test of the YTD lows near $81.50 if $86 fails to hold.
Japan's TOPIX/Nikkei225/TOPIX Small remain bullish, as does India's SENSEX -- add exposure. Seeing some failed breakouts in Europe, notably the EURO STOXX 50 and STOXX Europe 600; a concerning development.


Pullback Continues; Japan & India Remain Attractive

<ul>
<li>This is now the third Int'l Compass/third week in a row where we are discussing an increasing number of country indexes experiencing bullish 3.5-9-month downtrend reversals.</li>
<li>Importantly, all of the previously mentioned indexes are holding above their breakout levels (i.e., there has yet to be any failed breakouts).</li>
<li>Now, the U.S. dollar (DXY) is starting to show early signs of topping. We continue to believe that global equities are going through a bottoming process.</li>
</ul>


This is now the third Int'l Compass/third week in a row where we are discussing an increasing number of country indexes experiencing bullish 3.5-9-month downtrend reversals.
Importantly, all of the previously mentioned indexes are holding above their breakout levels (i.e., there has yet to be any failed breakouts).
Now, the U.S. dollar (DXY) is starting to show early signs of topping. We continue to believe that global equities are going through a bottoming process.


U.S. Dollar Topping?; Bullish Reversals Continue; Ideas in Growth/Cyclicals, Financials

Japan

Suzuki Motor Corporation manufactures automobiles, motorcycles, and their related parts. The Company has production facilities in USA, Japan, Taiwan, India, Pakistan, Indonesia, Thailand, and Hungary.

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

Suzuki Motor (7269 JP)

Good Morning Japan |NYSE Glitches; Stocks Mixed; While JP Freezes the Public Warms to Nuclear Power

JAPAN. NKY Futs -0.4% vs Cash; USDJPY steady at 130.19; Japan Freezes - No Joke; Nikkei Survey shows public sentiment toward Nuclear Power...

Mark Chadwick

Aisin (7259 JP) - Valuation Comfort, China Factor , H2 Holds the Key

Insight on why Aisin's Q1FY2027 disappointed due to China, but still presents a compelling investment case for the coming 9M FY2027.

Sreemant Dudhoria

Good Morning Japan | US Thanksgiving but Rally Continues in Europe

Good Morning Japan: We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in...

Mark Chadwick

Pullback Continues; Japan & India Remain Attractive

Stick with Japan & India. $ACWI bounce at $86 would be ideal for the bullish case (i.e., establishing a higher low), but we could easily see a test...

Vermilion Research

U.S. Dollar Topping?; Bullish Reversals Continue; Ideas in Growth/Cyclicals, Financials

This is now the third week in a row where we are discussing an increasing number of country indexes with bullish 3.5-9-month downtrend reversals,...

Vermilion Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Good Morning Japan |NYSE Glitches; Stocks Mixed; While JP Freezes the Public Warms to Nuclear Power

JAPAN. NKY Futs -0.4% vs Cash; USDJPY steady at 130.19; Japan Freezes - No Joke; Nikkei Survey shows public sentiment toward Nuclear Power...

Mark Chadwick

Aisin (7259 JP) - Valuation Comfort, China Factor , H2 Holds the Key

​Insight on why Aisin's Q1FY2027 disappointed due to China, but still presents a compelling investment case for the coming 9M FY2027.

Sreemant Dudhoria

Good Morning Japan | US Thanksgiving but Rally Continues in Europe

Good Morning Japan: We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in...

Mark Chadwick

Pullback Continues; Japan & India Remain Attractive

Stick with Japan & India. $ACWI bounce at $86 would be ideal for the bullish case (i.e., establishing a higher low), but we could easily see a test...

Vermilion Research

U.S. Dollar Topping?; Bullish Reversals Continue; Ideas in Growth/Cyclicals, Financials

This is now the third week in a row where we are discussing an increasing number of country indexes with bullish 3.5-9-month downtrend reversals,...

Vermilion Research

Insight on why Aisin's Q1FY2027 disappointed due to China, but still presents a compelling investment case for the coming 9M FY2027.