Aequitas: Kokusai Electric Placement - Past Deals Have Been Mixed but Its a US$1bn Cleanup
KKR is looking to raise around US$960m through an accelerated secondary offering for around 10% of Kokusai Electric (6525 JP)’s (KE) stock. In this...
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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: Tech Plateauing May See NKY Top Out for Last Day of the QTR
Further downside looks limited for US homebuilders, should help Sumitomo Forestry and Sekisui. Positive analyst comments lift Boeing. Softbank to...
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Japan Morning Connection: US Down on Trump Tariff Threat but Deadline Extention Will Lift Mood
Markets fail to react excessively to another Trump tarrif threat. Live-Action Elden Ring movie positive for Bandai Namco and Kadokawa. Rally for...
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Japan Morning Connection: Trump Panic Tactic Working Hook, Line, and Sinker
Futures and commodity markets drop, Vietnam related names up after they showed willingless to cut US tariffs, Nintendo cancels Switch2 pre-sales...
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