Japan Morning Connection: 7&I Continues Restructuring Plan
​Tech down in the US after conflicting CPI and jobless data, Fast Retailing's strong print beat streat estimates, 7&I announced further plans to...
493 Views
Aequitas: PayPay Lockup Expiry - US$10.5bn Lockup Release
PayPay (PAYP US) (PP), a payments and financial services platform, raised around US$880m in its US IPO in March 2026, the lockup on its...
126 Views
Japan Morning Connection: Market Expected to Recover After Fed Announcement
​Japan expected to recover this morning after Fed announcement. Japanese home builders continue to look attractive. Companies with lower China...
414 Views
Japanese Prices Rise Again; 60% of Consumers Feeling the Pinch and Looking for Better Value
Japanese consumer markets have three big trends: higher prices/squeezed incomes, doubling of single households and more people feeling the pinch....
453 Views
Japan Morning Connection: Expect Volatility with Retail and SPE Stocks Under Pressure
​Japan's market set to open weak following US semi-related lead, heavy selling expected for retail margin favorites and SPE winners, potential...
562 Views