Good Morning Japan | SPX Breakout but After-Hours Earnings Sap FOMO; Sony Beat; Pana-Still Deciding
NKY Futs indicate +0.5% but are unlikely to be realised as the damper from earnings after hours in the US likely weighs on sentiment. Apple...
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Japan's Retailers, Hotels, Carriers Rejoice: Domestic Tourism Surges and Inbound Traffic Rises
Tourism is back in Japan, both domestic and inbound. We outline some of the key beneficiaries and expectations for a return to 2019 levels by next...
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Good Morning Japan | Directionless Equities; As China Normalizes; Carvana Bankruptcy Imminent
Good Morning Japan: We strive to provide the best macro, stock and thematic overnight news that impacts your trading day in Japan. FOLLOW TO KEEP...
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MS-Japan Index Earning Revision (Jul): Recruit, Japan Exchange, Panasonic, Idemitsu Kosan, Kioxia
We analyzed MS-Japan's consensus for Jul 2026 and highlighted changes of EPS in Recruit, Japan Exchange, Panasonic, Idemitsu Kosan, Mitsubishi UFJ...
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🇯🇵 JAPAN • Results & Revisions Update 02/17 - Showa Denko & Japan Airport Terminal
In our final update for this 'season', two more large-cap 'stragglers' reported yesterday, while two more had irregular downward revisions.
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