Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS.  SPX -0.5% with most Sector in the Red; Residential Construction STRONG; China Rate Cut disappoints; TESLA +5.3% bags Rivian for Charging Network.</li>
<li>JAPAN. NKY Futs -0.9% vs Cash; Blackrock's Fink say Japan benefitting from China Flight; Labor market loosing as JP workers shying away from liftime employment; Yamato HD exits mail delivery</li>
<li>NUGGET. Nintendo(7974) - Doing a Disney..using its IP…Now Mario out, Rumour are "Legend of Zelda" Movie in the works.. </li>
</ul>


OVERSEAS.  SPX -0.5% with most Sector in the Red; Residential Construction STRONG; China Rate Cut disappoints; TESLA +5.3% bags Rivian for Charging Network.
JAPAN. NKY Futs -0.9% vs Cash; Blackrock's Fink say Japan benefitting from China Flight; Labor market loosing as JP workers shying away from liftime employment; Yamato HD exits mail delivery
NUGGET. Nintendo(7974) - Doing a Disney..using its IP…Now Mario out, Rumour are "Legend of Zelda" Movie in the works.. 


Ohayo Japan| US Back to an Equity Sell Off; NUGGET: Nintendo(7974) - Set to Track Disney's Success ?

<ul>
<li>OVERSEAS.  SPX sees Red for 2nd week; Short yields rise again last week as hot Macro/Fedspeak drive inflation narrative; GM sets sights on Tesla; MSFT AI gets ..well Emotional !</li>
<li>JAPAN. NKY Futs Flat vs Cash; USDJPY 134.15; Expect little from Japan today with US off for President's Day;  Stealth Immigration as JP loosens up..barely;Deere 2023 outlook Negative Kubota</li>
<li>DAILY NUGGET.  Kubota +15% from the bottom but comments from Deere +7.5% on Small Tractors not supportive.</li>
</ul>


OVERSEAS.  SPX sees Red for 2nd week; Short yields rise again last week as hot Macro/Fedspeak drive inflation narrative; GM sets sights on Tesla; MSFT AI gets ..well Emotional !
JAPAN. NKY Futs Flat vs Cash; USDJPY 134.15; Expect little from Japan today with US off for President's Day;  Stealth Immigration as JP loosens up..barely;Deere 2023 outlook Negative Kubota
DAILY NUGGET.  Kubota +15% from the bottom but comments from Deere +7.5% on Small Tractors not supportive.


Good Morning Japan | Equities See Red as Yields Rise; MSFT AI Goes Wild! Tesla in GM's EV Crosshairs

<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>OVERNIGHT.  Trump is back on Twitter ! Sentiment mixed on Fed Pivot -bulls still in charge - market underweight equities; Things not as bad in TECH; Thanksgiving =consumer stock volatility</li>
<li>JAPAN. NKY to open flat; Yen stable;  PM Kishida in danger of the sack ? Not yet; Inflation approaching BOJ's 2% tgt - still need wages to rise</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!

OVERNIGHT.  Trump is back on Twitter ! Sentiment mixed on Fed Pivot -bulls still in charge - market underweight equities; Things not as bad in TECH; Thanksgiving =consumer stock volatility
JAPAN. NKY to open flat; Yen stable;  PM Kishida in danger of the sack ? Not yet; Inflation approaching BOJ's 2% tgt - still need wages to rise


Good Morning Japan | Shifting Sentiments but Bullish Price Action

<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!

Equity Long-Short Analyst

Pyari Menon

<ul>
<li>Higher ag prices should leave farmers with more cash and a higher propensity to spend. Companies making Tech heavy farm machinery and modified seeds with positive traits should benefit. </li>
<li>
<a href="https://www.smartkarma.com/entities/deere-co" target="_blank" data-smartkarma-citation="entities:12207:1" rel="noopener">Deere &amp; Co (DE US)</a> &amp; <a href="https://www.smartkarma.com/entities/cnh-global-nv" target="_blank" data-smartkarma-citation="entities:28200:1" rel="noopener">CNH Global NV (CNH US)</a> dominate innovations in machinery followed by Agco Corp (AGCO US). Dawn Equipment is a small but interesting private player.</li>
<li>In seeds and tissue genetic engineering Corteva Inc (CTVA US) is best positioned and has been out innovating its only real competitor Bayer AG (BAYN GY) significantly in recent years.</li>
</ul>


Higher ag prices should leave farmers with more cash and a higher propensity to spend. Companies making Tech heavy farm machinery and modified seeds with positive traits should benefit. 

Deere &amp; Co (DE US) &amp; CNH Global NV (CNH US) dominate innovations in machinery followed by Agco Corp (AGCO US). Dawn Equipment is a small but interesting private player.
In seeds and tissue genetic engineering Corteva Inc (CTVA US) is best positioned and has been out innovating its only real competitor Bayer AG (BAYN GY) significantly in recent years.


Rising Agri Prices Might Benefit Machinery and Seed Ecosystem. We Highlight the Dominant Innovators

Japan

KUBOTA CORPORATION manufactures industrial machinery, farm machinery, and fluid piping systems.  The Company's products include ductile iron pipes, engines, tractors, combine harvesters, reaper binders, rice planters, and excavators.  Kubota also produces forged iron products, housing equipment, and environmental control plants.

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Kubota Corp (6326 JP)

Ohayo Japan| US Back to an Equity Sell Off; NUGGET: Nintendo(7974) - Set to Track Disney's Success ?

US Back - in the Red despite strong housing; NKY Futs -0.9% vs Cash; Blackrock's Fink say Japan benefitting from China Flight; Yamato HD exits mail...

Mark Chadwick

Good Morning Japan | Equities See Red as Yields Rise; MSFT AI Goes Wild! Tesla in GM's EV Crosshairs

US Equitie down again as Inflation narrative takes root; MSFT AI goes wild; Expect little from Japan with US President's Day; JP Stealth...

Mark Chadwick

Good Morning Japan | Shifting Sentiments but Bullish Price Action

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

Rising Agri Prices Might Benefit Machinery and Seed Ecosystem. We Highlight the Dominant Innovators

AgTech innovations will be needed to alleviate the pressures in food system. We identify the leaders in Farm Machinery and Seed Genetics Technologies

Pyari Menon

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