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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Curator's Cut: Korea's Memory Mania, Nintendo's Next Play & Airline Takeoffs
This ​Curator's Cut reviews the rally in memory stocks, the top gaming franchise's results, and two airline stocks that could be cleared for takeoff.
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Whirlwind Japan EOM October for Stocks, Advantest, Nidec, BoJ, Gold, and the Rest
​Whirlwind October Recap, Japan markets show growth potential for Advantest and Nintendo, Bank of Japan policy impacts JGB curve. Gold offers...
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TOPIX CORE 30 Index Earning Revision (Oct): Recruit, Hitachi, Sony Financial, Toyota Motor, SoftBank
We analyzed TOPIX CORE 30's consensus for Oct 2025 and highlighted changes of EPS in Recruit (6098 JP), Hitachi (6501 JP), Sony Financial (8729...
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Advantest Earnings... TPXC30, and Murata...
​Advantest and Murata switch places on TPXC30 and TPX 70 without much impact. Advantest earnings were impactful this week, initially looking in...
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