Primer: Daiwa Securities Group (8601 JP) - Apr 2026
Leading Position in a Shifting Landscape: As Japan's second-largest securities firm, Daiwa is well-positioned to capitalize on the nation's...
108 Views
Asia Real Estate Tracker (24-Mar-2026): PDG buys 210MW India data center capacity and more.
PDG acquired 210MW of data center capacity in India, while Lendlease REIT's mall funding fell short, Kerry Properties saw profits rise, and Hulic...
201 Views
MS-Japan Index Earning Revision (Apr): Mitsubishi UFJ Financial, Toyota Motor, Ana
We analyzed MS-Japan's consensus for Apr 2026 and highlighted changes of EPS in Mitsubishi UFJ Financial, Toyota Motor, Ana, Toyota Industries,...
116 Views
Japan Morning Connection: Oil Through $80 While P&C Take a Hit on Hurricane Milton
​Positive sales numbers and new product launches from SMCI could benefit Nidec; P&C weakness expected due to Hurricane Milton; Oil above $80...
388 Views
Rotation Continues; Bullish Outlook Intact; Buys in Global Financials, Industrials, Discretionary
Rotation Continues; Bullish Outlook Intact as $ACWI and $EEM hold above $110 and $41-42; Buys in global Financials, Industrials, and Consumer...
640 Views