Aequitas: Infroneer Holding Placement - Positives Baked In, Somewhat Flagged
INFRONEER Holdings (5076 JP) aims to raise around US$800m to fund the acquisition of Swing Corporation. In this note, we talk about the deal dynamics.
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NIKKEI 225 Index Earning Revision (Sep): Advantest, Kioxia, Fujikura, Tokyo Electron, TDK, ARCHION
We analyzed NIKKEI 225's consensus for Sep 2026 and highlighted changes of EPS in Advantest, Kioxia, Fujikura, Tokyo Electron, TDK, ARCHION, Nippon...
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MS-Japan Index Earning Revision (Sep): Toyota Motor, Nippon Yusen Kabushiki Kaisha, Recruit
We analyzed MS-Japan's consensus for Sep 2026 and highlighted changes of EPS in Toyota Motor (7203 JP), Nippon Yusen Kabushiki Kaisha (9101 JP),...
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Japan Morning Connection: Market Holding Breath to See if JP Bond Rout Continues
Markets risk off in the wake of the bond market rout sparked by JBG selling yesterday. Many food and beverage names have shot up since the news broke.
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Japan Morning Connection: Xi-Trump Semi-Truce Holds for Now
Trump holding off additional chip tarrifs on China for now. Disco has room to run on anticipation for new packaging and processing techniques.
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