TOPIX Index Upweights: Great Hit Rate; Strong Trade Performance; A Rare Win!
Our LONG Tokyo Metro outperformed the TOPIX Index by 22% from 27th January 2025 to 7th April 2025 and ended up as one of the best performing names...
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Japan Morning Connection: Markets Swing Back to Risk on Potential for Watered Down Tariffs
Potential for tarrif leniency and news on Full Self Driving sent Tesla higher, US homebuilders continue to struggle, Elliott's stake led Sumitomo...
278 Views
JX Advance Metals IPO Trading - Demand Wasn’t Great
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), raised around US$2.5bn via selling more than half of its stake in JXAM. In this...
779 Views
Japan Morning Connection: Tech Shrugging off Megacap Weakness as Quantum Shines
AI is back in focus as NVDA GTC developers conference. Intel's new CEO aims to shake up its AI lineup. Buffet's increased stakes in Trading Houses...
260 Views
Japan Morning Connection: US Respite and UKR News Should Be Enough for JP Upside
Consumer discretionary struggling due to poor guidance from airlines and retailers. NAND price hikes expected to benefit Kioxia and Kokusai Electric.
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