Japan Morning Connection: NVDA Numbers Ahead of Consensus but Not Enough to Push the Stock Higher
Expect slight weakness for JP SPE after NVDA dip, guidance cut from Mitsubishi Motors looks like it was expected, Nikon limit up on news of EL...
177 Views
Nissan Motor Placement - Discount Is Enticing but Track Record and Momentum Aren’t Great
Mercedes-Benz Pension Trust aims to raise around US$330m via selling its 3.8% stake in Nissan Motor (7201 JP). In this note, we run the deal...
531 Views
Japan Morning Connection: US Liking JP and Expected EU Trade Deals, Expect Flows Back in Tech
With reversal from momentum and Ishiba's resignation, defense names may drop further. Autos may have plenty more upside despite big moves yesterday.
395 Views
Chery Auto Pre-IPO - The Negatives - Small NEV Portfolio
Chery Automobile is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we talk about the not-so-positive aspects of the deal.
550 Views
Chery Auto Pre-IPO - The Positives - Very Strong Earnings Growth
Chery Automobile is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we talk about the positive aspects of the deal.
533 Views