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Idemitsu Kosan (5019 JP)
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Analysis
Energy
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Japan
Idemitsu Kosan Co., Ltd. explores, imports, refines, and distributes petroleum and its related products. The Company also manufactures and sells petrochemical products.
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bullish
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HCL Technologies
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09 Sep 2023 00:48
Remain Overweight Japan and India; Key Supports Holding; Buys in Energy, Tech/Services (India)
We remain bullish on global equities as long as major $93 support on $ACWI continues to hold (1+ year base support and the 10.5-month uptrend)....
Vermilion Research
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446 Views
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bearish
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US Treasury (10 Yr Generic)
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01 Sep 2023 23:57
Further Declines in DXY, Sovereign Yields May Provide More Fuel for a Rally in Global Equities
We continue to believe $93 on $ACWI is likely the low for this pullback as long as the 10-year Treasury yield $TNX and $DXY can stay below their...
Vermilion Research
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499 Views
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bullish
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Thematic (Sector/Industry)
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29 Aug 2023 06:46
Ohayo Japan| Equities Start on a Positive Note; JAPAN X: Idemitsu Ramps Up for Solid State Batteries
US Equities start on postiive note; NKY Futures +0.4% vs Cash; USDJPY 146.5; NKY records strongest day in Aug; JP Retail turn net buyers; JP...
Mark Chadwick
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392 Views
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bullish
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Thematic (Sector/Industry)
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20 Jun 2023 06:19
Ohayo Japan| Europe Sells Off; NUGGET: Mrs Watanabe-Now Momentum FX; Watch for Retail Equity Shift
Europe DOWN; US out; NKY Futs -0.2% vs Cash; Japan likely starts on backfoot US out and European Sell off; Interest in investing in Japan...
Mark Chadwick
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324 Views
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bullish
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Cosmo Energy Holdings
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27 Mar 2023 19:55
Cosmo Energy (5021) - It's Even More On
Cosmo Energy has released a new Medium-Term Management Plan, upping the minimum dividend (from ¥150/share to ¥200/share) and the target Shareholder...
Travis Lundy
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328 Views
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