Primer: Daikin Industries (6367 JP) - Sep 2025
Global HVAC Leader with Strong Growth Trajectory: Daikin is the world's largest manufacturer of air conditioners, demonstrating consistent...
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Japan Morning Connection: Improved Sentiment in China Puts the Focus on Squeeze Targets
Investors should keep an eye on potential squeeze targets with large short interests, including Shiseido, Daikin, TOTO, Yamaha Corp, and Nabtesco.
335 Views
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...
1.2k Views
MUFG Cross-Shareholding - At Least US$20bn of Cross-Shareholding to Sell, Taking It Slow
Following up on our earlier cross-shareholding notes, in this note we look at MUFG (8306 JP)’s cross-shareholding. MUFG had a stake of over US$100m...
860 Views
EQD | Are Box Spreads Viable in Japan?
Box spreads may be an effective strategy for Japanese investors to lock in margin rates lower than their prime brokerage with minimal risk and...
817 Views