Japan Morning Connection: Market Meltdown as AI Wobble Turns into Freefall
Japan's outsized AI rally yesterday is expected to reverse sharply with previous big winners Advantest, Ibiden and Disco having a long way to fall....
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Toyoda Gosei Placement - Somewhat Expected but Relatively Large with Delayed Buyback
Toyota Motor (7203 JP) and Sumitomo Mitsui Financial Group (8316 JP) plan to raise around US$700m via selling down some of their stake in Toyoda...
332 Views
Toyoda Gosei (7282 JP): A US$0.8 Billion Secondary Offering
The offering as a percentage of outstanding shares and ADV is large compared to recent large placements. The likely pricing date is 1 December.
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SBI Shinsei Bank Pre-IPO - The Negatives - PAT Growth Aided by One-Offs, Margins Under Pressure
SBI Shinsei Bank (8303 JP), a Japanese financial institution, aims to raise around US$2bn in its Japan listing. In this note, we talk about the not...
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Japan Morning Connection: NVDA Beats and Rises as Much as +6% After Hours Pulling Markets Higher
US using Japanese funding to build new nuclear reactors will be a positive for JSW and Hitachi. NVDA management push back on the concept of an AI...
194 Views