Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS.  Surge in Jobless Claims lifts Bonds,  rejuvinates Tech, and pushes SPX into Bull market territory ; Fed PAUSE seems a done deal; Another win for TESLA-GM joins Ford</li>
<li>JAPAN. NKY Futs +0.6% vs Cash; After yesterdays, stunning Value vs Growth reversal, now look for the reversal of that reversal !   Major SQ today. Remain bullish Japan. </li>
<li>NUGGET. Embrace Activists - Says JPX CEO.  JPX playing their part; Investors doing their part. Corporates, your turn...still a lot to do..</li>
</ul>


OVERSEAS.  Surge in Jobless Claims lifts Bonds,  rejuvinates Tech, and pushes SPX into Bull market territory ; Fed PAUSE seems a done deal; Another win for TESLA-GM joins Ford
JAPAN. NKY Futs +0.6% vs Cash; After yesterdays, stunning Value vs Growth reversal, now look for the reversal of that reversal !   Major SQ today. Remain bullish Japan. 
NUGGET. Embrace Activists - Says JPX CEO.  JPX playing their part; Investors doing their part. Corporates, your turn...still a lot to do..


Ohayo Japan |Jobless Claims Surge Powers SPX to Bull Mkt; NUGGET: Embrace Activists ! Says JPX CEO

<ul>
<li>OVERSEAS. Inflation Benign but Fed Minutes point to (mild) recession with Hawkish bent for addl rate hikes;  US  Equities close in the red, giving up early CPI driven gains</li>
<li>JAPAN. NKY Futs -0.6% vs CASH; USDJPY 133.1; Japan Population falls below 125 million in 2022 - increases worries on low birthrate/aging society; Activists gear up ahead of Japan AGM </li>
<li>NUGGET. Japan Post (6178) - this low pbr stock is undergoing transformation in many areas - from balance sheet to operations. If they can execute....</li>
</ul>


OVERSEAS. Inflation Benign but Fed Minutes point to (mild) recession with Hawkish bent for addl rate hikes;  US  Equities close in the red, giving up early CPI driven gains
JAPAN. NKY Futs -0.6% vs CASH; USDJPY 133.1; Japan Population falls below 125 million in 2022 - increases worries on low birthrate/aging society; Activists gear up ahead of Japan AGM 
NUGGET. Japan Post (6178) - this low pbr stock is undergoing transformation in many areas - from balance sheet to operations. If they can execute....


Good Morning Japan |Fed Minutes Sinks Equities; NUGGET:Japan Post－Capital Mgmt, DX, Drones; Low PBR

<ul>
<li>OVERSEAS.  Shares of US regional banks crash; Flight to safe haven assets as US2Yr yield crash; Also, strong Yen bid; Nomura expects Fed to CUT next (now that's original).</li>
<li>JAPAN. NKY Futs -2.2% vs Cash; USDJPY strengthens to 133.21; Masatoshi Ito - founder of Ito-Yokado dies at 98; Nidec -Leadership Transition take shape; Japan Post Bank priced; Komatsu upgrade</li>
<li>NUGGET.  JAL EXCEEDS union demands with wage settlement.  Inflation may act as the slayer of inefficient companies as weaker companies will just not be able to keep up.</li>
</ul>


OVERSEAS.  Shares of US regional banks crash; Flight to safe haven assets as US2Yr yield crash; Also, strong Yen bid; Nomura expects Fed to CUT next (now that's original).
JAPAN. NKY Futs -2.2% vs Cash; USDJPY strengthens to 133.21; Masatoshi Ito - founder of Ito-Yokado dies at 98; Nidec -Leadership Transition take shape; Japan Post Bank priced; Komatsu upgrade
NUGGET.  JAL EXCEEDS union demands with wage settlement.  Inflation may act as the slayer of inefficient companies as weaker companies will just not be able to keep up.


Good Morning Japan |US Bank Turmoil Spur Safe Haven Bid; NUGGET:Japan Wage Hikes - Something Special

<ul>
<li>OVERSEAS.  SPX Gains (barely) after a brutal week; Durable Goods Ex-Transport point to economic resilience;  Beta/Growth&gt; Value as Cyclicals rebound; JPM Quant Sees $50bn Selling if SPX breeches 3940</li>
<li>JAPAN. NKY Futs +0.4% vs Cash; USDJPY 136.2; BOJ Gov Designate Ueda says no change to Easing for now; Japan Post Massive X-Share $9bn sale of Sub shares; Auto Upgrades</li>
<li>NUGGETS NUGGET. Nidec's E-Axle Future may rest with the Europeans, not the Chinese !</li>
</ul>


OVERSEAS.  SPX Gains (barely) after a brutal week; Durable Goods Ex-Transport point to economic resilience;  Beta/Growth&gt; Value as Cyclicals rebound; JPM Quant Sees $50bn Selling if SPX breeches 3940
JAPAN. NKY Futs +0.4% vs Cash; USDJPY 136.2; BOJ Gov Designate Ueda says no change to Easing for now; Japan Post Massive X-Share $9bn sale of Sub shares; Auto Upgrades
NUGGETS NUGGET. Nidec's E-Axle Future may rest with the Europeans, not the Chinese !


Good Morning Japan |SPX Holds After Brutal Week; Solid Durable Goods; Japan Post $9bn X-Share Unwind

<ul>
<li>OVERSEAS.  SPX -2% overnight to close below key 4090 suport;  Bonds sell off, USD Bid as cyclicals hit on sticky inflation view; Walmart, Home Depot downbeat outlook hits Sentiment </li>
<li>JAPAN. NKY Futs -0.8% vs Cash; USDJPY weakens to 135; Inflation here too as JGB 10Y breaches 0.5%;  Toyota EV Move;  Japan Condo px-es hit records; Bullish Machinery Sector Upgrades</li>
<li>DAILY NUGGET. Toyota EV shift has started. Rather than Toyota, watch the supply chain - Denso in particular stands to benefit.</li>
</ul>


OVERSEAS.  SPX -2% overnight to close below key 4090 suport;  Bonds sell off, USD Bid as cyclicals hit on sticky inflation view; Walmart, Home Depot downbeat outlook hits Sentiment 
JAPAN. NKY Futs -0.8% vs Cash; USDJPY weakens to 135; Inflation here too as JGB 10Y breaches 0.5%;  Toyota EV Move;  Japan Condo px-es hit records; Bullish Machinery Sector Upgrades
DAILY NUGGET. Toyota EV shift has started. Rather than Toyota, watch the supply chain - Denso in particular stands to benefit.


Good Morning Japan | SPX Plunges Below Key 4000 on Inflation Fears; Toyota EV Shift Begins NOW

Japan

Japan Post Holdings Co. Ltd. operates post stations, banks, and insurance business. The Company offers letters and goods transportation services, stamp sales, deposits, loans, and insurance products.

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Japan Post Holdings (6178 JP)

Ohayo Japan |Jobless Claims Surge Powers SPX to Bull Mkt; NUGGET: Embrace Activists ! Says JPX CEO

SPX Bull Market after Surge in Jobless Claims;NKY Futs +0.6% vs Cash; After yesterdays, stunning Value vs Growth reversal; NEXT: reversal of that...

Mark Chadwick

Good Morning Japan |Fed Minutes Sinks Equities; NUGGET:Japan Post－Capital Mgmt, DX, Drones; Low PBR

NKY Futs -0.6% vs CASH; USDJPY 133.1; Look for a pull back given slight strengthening of the yen and the pull back in US equities. No drama either...

Mark Chadwick

Good Morning Japan |US Bank Turmoil Spur Safe Haven Bid; NUGGET:Japan Wage Hikes - Something Special

NKY Futures are set for more losses at the open, driven by the safe-haven bid for the yen. Surely, this macro-driven sell-off is a buying opportunity?

Mark Chadwick

Good Morning Japan | SPX Plunges Below Key 4000 on Inflation Fears; Toyota EV Shift Begins NOW

US back with a inflation fear driven equity sell off; USDJPY weakens to 135; JGB 10Y breaches 0.5% as BOJ gets tested; Toyota EV Move; JP Condo...

Mark Chadwick

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52-week Range

Market Cap (USDm)

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Ohayo Japan |Jobless Claims Surge Powers SPX to Bull Mkt; NUGGET: Embrace Activists ! Says JPX CEO

SPX Bull Market after Surge in Jobless Claims;NKY Futs +0.6% vs Cash; After yesterdays, stunning Value vs Growth reversal; NEXT: reversal of that...

Mark Chadwick

Good Morning Japan |Fed Minutes Sinks Equities; NUGGET:Japan Post－Capital Mgmt, DX, Drones; Low PBR

NKY Futs -0.6% vs CASH; USDJPY 133.1; Look for a pull back given slight strengthening of the yen and the pull back in US equities. No drama either...

Mark Chadwick

Good Morning Japan |US Bank Turmoil Spur Safe Haven Bid; NUGGET:Japan Wage Hikes - Something Special

NKY Futures are set for more losses at the open, driven by the safe-haven bid for the yen. Surely, this macro-driven sell-off is a buying opportunity?

Mark Chadwick

Good Morning Japan |SPX Holds After Brutal Week; Solid Durable Goods; Japan Post $9bn X-Share Unwind

US stocks hold on to gains after last week's sell off; In Japan, BOJ Gov Designate Ueda says no change to Easing for now; Japan Post Massive X...

Mark Chadwick

Good Morning Japan | SPX Plunges Below Key 4000 on Inflation Fears; Toyota EV Shift Begins NOW

US back with a inflation fear driven equity sell off; USDJPY weakens to 135; JGB 10Y breaches 0.5% as BOJ gets tested; Toyota EV Move; JP Condo...

Mark Chadwick