Ohayo Japan | Payroll Drop Drives Fed-Cut Bets as Financials Rally and AI Stocks Lag
Stocks rise on expectations of Fed rate cut after sharp drop in ADP private payrolls; JFE Holdings invests in Bhushan Power & Steel; Fanuc...
301 Views
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...
190 Views
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...
365 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.
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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.
793 Views