Japan Trade: CHINA SAYS, "YOU MADE YOUR FUTON, NOW LIE IN IT!"
China has responded to Japan's military rhetoric and actions by announcing a ban on all exports deemed dual-use for Japan's military, including...
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Japan Cross-Shareholding - Summary Matrix - Over US$100bn of Selling in 118 Companies
Toyotal has just announced that it will buy back around 290m (around 2% of the stock) of its own shares from MS&AD, Tokio Marine, MUFG and SMFG. In...
1.3k Views
Mizuho Cross-Shareholding - US$11bn of Cross-Shareholding, with at Least US$2bn to Sell over FY24-26
Following up on our earlier cross-shareholding notes, in this note we look at Mizuho Financial Group (8411 JP)'s cross-shareholding.
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TSMC Just Provided Substantial Visibility into Their Long-Term Growth Estimate; ASML Adds Color
If you dig into the details, TSMC provided substantial insight into the company's internal estimates for long-term revenue. For ASML, we discuss...
745 Views
ASML. Sanctions? Moi?
FY'23 growth forecast increased despite push outs in the EUV order book and lower IBB revenues. Semi recovery now a H1'24 scenario with uncertainty...
694 Views