Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS.  US stocks rally on Fed paus(ing); Duration gets extended spurring +5% SOX move; AMD results provide comfort for Semis; Meta Beats !  Off to the races!</li>
<li>JAPAN.  NKY Futs +0.2% vs Cash; Yen Stronger at USDJPY 129.02 post Fed;  BOJ shows commitment buying  $180 bn JGBs in Jan;   Earnings: Positive Keyence; Negative Kyocera; Disaster Sumi Chemicals. </li>
<li>DAILY NUGGETS. Race for Talent. Japan retail major lifts wages, as (wage) hike momentum gathers. Issue for Japan is lack of workers !</li>
</ul>


OVERSEAS.  US stocks rally on Fed paus(ing); Duration gets extended spurring +5% SOX move; AMD results provide comfort for Semis; Meta Beats !  Off to the races!
JAPAN.  NKY Futs +0.2% vs Cash; Yen Stronger at USDJPY 129.02 post Fed;  BOJ shows commitment buying  $180 bn JGBs in Jan;   Earnings: Positive Keyence; Negative Kyocera; Disaster Sumi Chemicals. 
DAILY NUGGETS. Race for Talent. Japan retail major lifts wages, as (wage) hike momentum gathers. Issue for Japan is lack of workers !


Good Morning Japan | Blast off ! "Disinflation Process Has Started";AMD Spurs Tech Rally; Meta Beats

<ul>
<li>OVERSEAS.  SPX +1.9% to close on highs; Beta-driven rally as Tech rebounds;  Dovish talk from 2 Fed Members;  Google joins the fray slashing 12,000 staff; US Banks not far behind.</li>
<li>JAPAN.  NKY Futs +1.3% vs Cash; USDJPY 129.6;  CORE Inflation hits 4%;  Kishida: too early to discuss BOJ 2% policy exit;  Japan courts global elite grads; Population declines in 2022</li>
<li>DAILY NUGGET.  Change of Direction with new BOJ Leadership? Ha, policy direction has already been decided, and whoever the Govt selects will just continue where Kuroda left off. </li>
</ul>


OVERSEAS.  SPX +1.9% to close on highs; Beta-driven rally as Tech rebounds;  Dovish talk from 2 Fed Members;  Google joins the fray slashing 12,000 staff; US Banks not far behind.
JAPAN.  NKY Futs +1.3% vs Cash; USDJPY 129.6;  CORE Inflation hits 4%;  Kishida: too early to discuss BOJ 2% policy exit;  Japan courts global elite grads; Population declines in 2022
DAILY NUGGET.  Change of Direction with new BOJ Leadership? Ha, policy direction has already been decided, and whoever the Govt selects will just continue where Kuroda left off. 


Good Morning Japan | The Doves Strike Back; Google Joins Layoff Parade; "Too Early for BOJ Exit"

<ul>
<li>
 Good Morning Japan:  We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in Japan. FOLLOW US to keep abreast
</li>
<li>OVERSEAS.  Equity markets consoldiate - with strong Technical support ahead of holidays; Mometum over Beta/Growth; Defensives lead;  Oil market confusion; Disney mgmt coup</li>
<li>JAPAN. Quiet Start; Yen weaker at ¥142/USD;  Ahead of holiday's tomorrow(and US Thanksgiving), expect low volumes and little px movement;  Buffet bullish Japanese Traders; Broker initiations on Kajima(BUY); Shimizu(SELL)</li>
</ul>



 Good Morning Japan:  We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in Japan. FOLLOW US to keep abreast

OVERSEAS.  Equity markets consoldiate - with strong Technical support ahead of holidays; Mometum over Beta/Growth; Defensives lead;  Oil market confusion; Disney mgmt coup
JAPAN. Quiet Start; Yen weaker at ¥142/USD;  Ahead of holiday's tomorrow(and US Thanksgiving), expect low volumes and little px movement;  Buffet bullish Japanese Traders; Broker initiations on Kajima(BUY); Shimizu(SELL)


Good Morning Japan | Holiday Blues - More of the Same

<ul>
<li>
 Good Morning Japan:  We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in Japan. FOLLOW US to keep abreast!
</li>
<li>
OVERSEAS: Strong US retail numbers cast doubt on Fed pivot;  Micron's cuts on memory wafers drag down Semis;   Crypto crisis spreads; Trump declares 2024 Presidential run - Dems doing cartwheels?</li>
<li>
JAPAN: Toyota 5th Gen Prius - looks like a...TESLA, very cool!; Rohm joins PIF's Toshiba bid with ¥300bn; Rakuten taps junk bond market for $500mn-things are really serious..</li>
</ul>



 Good Morning Japan:  We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in Japan. FOLLOW US to keep abreast!


OVERSEAS: Strong US retail numbers cast doubt on Fed pivot;  Micron's cuts on memory wafers drag down Semis;   Crypto crisis spreads; Trump declares 2024 Presidential run - Dems doing cartwheels?

JAPAN: Toyota 5th Gen Prius - looks like a...TESLA, very cool!; Rohm joins PIF's Toshiba bid with ¥300bn; Rakuten taps junk bond market for $500mn-things are really serious..


Good Morning Japan | Schizophrenic Markets!

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Today <a href="https://www.smartkarma.com/entities/inpex-corp" target="_blank" data-smartkarma-citation="entities:20665:1" rel="noopener">Inpex Corp (1605 JP)</a> announced Q2 earnings (<a href="https://www.inpex.co.jp/english/ir/library/pdf/result/e-result20220808.pdf" target="_blank" rel="noopener">results</a>, <a href="https://www.inpex.co.jp/english/ir/pdf/e20220808_c.pdf" target="_blank" rel="noopener">presentation</a>), a revised <a href="https://www.inpex.co.jp/english/news/assets/pdf/20220808.pdf" target="_blank" rel="noopener">full-year forecast</a> due to higher crude and lower yen, an 11%-above-guidance dividend, and a big buyback.</li>
<li>The buyback is for up to 120mm shares spending up to ¥120bn, to run through year-end. Practically speaking, it is limited to 80mm shares or so at current price. </li>
<li>This should be a non-negligible portion of Real World Float, and I expect the buyback to have impact over the next five months.</li>
</ul>


Today Inpex Corp (1605 JP) announced Q2 earnings (results, presentation), a revised full-year forecast due to higher crude and lower yen, an 11%-above-guidance dividend, and a big buyback.
The buyback is for up to 120mm shares spending up to ¥120bn, to run through year-end. Practically speaking, it is limited to 80mm shares or so at current price. 
This should be a non-negligible portion of Real World Float, and I expect the buyback to have impact over the next five months.


Inpex (1605 JP) - Earnings, Forecasts and a BIGLY Buyback

Japan

INPEX CORPORATION is a holding company established through the reorganization of INPEX Corp and Teikoku Oil.  The Company manages subsidiaries that explores, produces, and sells oil and natural gas.

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Inpex Corp (1605 JP)

Good Morning Japan | Blast off ! "Disinflation Process Has Started";AMD Spurs Tech Rally; Meta Beats

NKY Futs +0.2% vs Cash;USDJPY 129.02 post-Fed. Watch our homegrown SPE names today to follow the lead of the SOX. Today, Sony is on tap. Watching...

Mark Chadwick

Good Morning Japan | The Doves Strike Back; Google Joins Layoff Parade; "Too Early for BOJ Exit"

SPX +1.9% to close on highs; Beta-driven rally. NKY Futs +1.3% vs Cash; JP CORE Inflation hits 4%; Kishida: too early to discuss BOJ 2% policy...

Mark Chadwick

Good Morning Japan | Holiday Blues - More of the Same

Good Morning Japan: We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in...

Mark Chadwick

Good Morning Japan | Schizophrenic Markets!

Good Morning Japan: We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in...

Mark Chadwick

Inpex (1605 JP) - Earnings, Forecasts and a BIGLY Buyback

inpex (1605) has announced earnings (as expected), revised guidance (still light), a div hike (nice) and a big buyback. Language suggests it will...

Travis Lundy

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