Mizuho Cross-Shareholding - US$11bn of Cross-Shareholding, with at Least US$2bn to Sell over FY24-26
Following up on our earlier cross-shareholding notes, in this note we look at Mizuho Financial Group (8411 JP)'s cross-shareholding.
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Japan Morning Connection: Expect a Big Reversal into Software While Photonics Takes a Hit
Datadog surge to spark a reversal into Software. Smaller photonics names to take a hit from Coherent's miss. Softbank in danger of giving back...
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Primer: Murata Manufacturing (6981 JP) - Sep 2025
Murata Manufacturing is a global leader in the electronic components market, particularly in multilayer ceramic capacitors (MLCCs), with a...
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Japan Morning Connection: IDC Drops a Bombshell Expecting Smartphone Mkt to Contract 12.9% This Year
The unprecedented memory chip shortage will force manufacturers to focus on higher end more profitable phone models. Questions raised about if NVDA...
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Japan Morning Connection: Trump Touts Infra Investment a Win for ‘Coercion Through Tariffs’ Approach
Trump is touting the $550bn worth of Japanese investment that’s set to be deployed as a win for his ‘coercion through tariffs’ approach, with...
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