Japan Morning Connection: Coreweave +25% and Numbers from HP Enterprise Sets Positive Semi Tone
Kadokawa and Bandai Namco attractive as longs, may be increased focus on derivative wire and cable plays as well as Japan's EUV related.
309 Views
Merger Arb Mondays (02 June) - Seven & I, SBI Sumishin, Shibaura, Mayne, ENN Energy, HKBN, Zeekr
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
546 Views
Japan Morning Connection: Risk-On with Investors Liking Optimistic Tone from EU-US Talks
May be a lift for names in Japan with high EU exposures. EU defence spending increasing sentiment for anything related to nuclear plant...
271 Views
JPX Margin Trading Weekly (May 23rd): Mitsubishi Heavy Industries, Kusuri No Aoki, Toyota Industries
We analyzed JPX margin trading positions report for the past week and highlighted Mitsubishi Heavy Industries (7011 JP), Kusuri No Aoki (3549 JP),...
403 Views
Merger Arb Mondays (26 May) - Mayne, Seven & I, Shibaura, Welcia/Tsuruha, Nissin, ESR, Dickson
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
569 Views