Japan Morning Connection: Crypto Selloff Spooks Risk Assets Although Most Recover in the PM
Some rotation into defensive sectors in response to crypto weakness. AI connectivity name Credo is surging post-mkt, setting a better mood for JP...
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Japan Morning Connection: Tech Skittish Ahead of NVDA but Memory Continues to Run
JP SPE rebound momentum likely to drop out following the shaky lead overnight. JR rails and hotel names may trade down following tensions with...
355 Views
Sany Heavy Industries A/H Trading - Strong Insti, Weak Retail. Pricing Still Tight
Sany Heavy Industry (600031 CH), raised around US$2.0bn in its H-share listing. In this note, we talk about the trading dynamics.
547 Views
Sany Heavy Industries A/H IPO Pricing - Thoughts on Valuations
Sany Heavy Industry (600031 CH) aims to raise around US$1.6bn in its H-share listing. In this note, we talk about the IPO pricing.
780 Views
Japan Morning Connection: LDP and Ishin May Sign a Pact to Pave the Way for Japan's First Female PM
Tech and AI lower in the US including Oracle despite releasing positive long term guidance. May see further upside for Shiseido and Kose if...
461 Views