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.
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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...
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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...
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Japan Morning Connection: AI Names Increasingly Volatile with SOX Reversal and Quarter-End Pressure
Japanese AI and semi names face a rocky quarter end with power/industrial stocks, memory names and Softbank all under pressure, while A/C names may...
131 Views
Japan Morning Connection: Cable and Optical Laggards in Focus as AI Strength Returns
Cable laggards SEI and Furukawa worth watching as AI strength returns. Softbank looks set to rebound on ARM's surge. Chiyoda looks well placed as...
128 Views