Weekly Deals Digest (20 Sep) - Kakaku, Leopalace21, Kadoya, JPMC, Skyworth, Reliance, FleetPartners
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
115 Views
JPX Margin Trading Weekly (Sep 11th): Kioxia, SoftBank, Advantest, Mitsubishi UFJ Financial, Lintec
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), SoftBank (9984 JP), Advantest (6857 JP),...
135 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...
323 Views
Warren Buffett's Increased Stakes in Japanese Trading Houses - Impact on Korean Trading Companies
In this insight, we discuss how Buffett's increased stakes in Japanese trading companies could positively impact Korean trading companies.
859 Views
Japan Morning Connection: 2-Days of Tech Weakness to Price in Will Be a Rough Start for Japan
Semi-cap lower as MSFT cancels leases for AI DC capacity, Western Digital dropping after business spit concerns, Japan trading houses in focus...
316 Views