Japan Morning Connection: Big Print for Corning Will Drive DC and Optical Connectivity Plays
Memory names will be down after Seagate's weakness. Boeing down despite good numbers but general outlook is strong. Corning's beat should send...
260 Views
Merger Arb Mondays (28 Jul) - Shibaura, Abacus Storage, Insignia, Mayne, Santos, ENN, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
922 Views
Japan Morning Connection: Mixed Tape for Semi's with AI up and Power and Industrial Down Further
Big moves lower for power semi peers should see JP names lower, Intel failing to impress may follow through to Ibiden, IBM slumped but analyst...
350 Views
JPX Margin Trading Weekly (Jul 18th): Lasertec, Fujikura, Advantest, Sanrio, Ihi, Fast Retailing
We analyzed JPX margin trading positions report for the past week and highlighted Lasertec (6920 JP), Fujikura (5803 JP), Advantest (6857 JP),...
354 Views
Merger Arb Mondays (21 Jul) - ENN Energy, HEC Pharma, Shibaura, Abacus Storage, Insignia, Zeekr
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
741 Views