Japan Strategy Weekly | Stocks Strong on Trade Optimism and Weaker Yen
​Nikkei 225 climbs on easing trade tensions and weaker yen, Tokyo core CPI at 3.4% driven by reduced subsidies and food prices, export-dependent...
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Japan Morning Connection: Japan Set to Melt up with Smaller Cap SPE and Power/Analog Names in Focus
​Positive signs for semiconductors as Texas Instruments and STM report good numbers. May see some recovery from Kioxia after the SK Hynix numbers.
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DN Solutions IPO - Tariffs, Peer Correction Don’t Help
DN Solutions (298440 KS) aims to raise around US$1.1bn in its Korea IPO via selling a mix of primary and secondary shares. In this note, we talk...
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Japan Morning Connction: Tech Surging with Trump Signalling Zero China Tariffs on a Trade Deal
​Intel plans to cut workforce and streamline management, EV plays may continue to rise after Tesla's gains, Boeing's improved numbers to benefit...
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Merger Arb Mondays (21 Apr) - ENN Energy, Canvest, OneConnect, Makino, Shibaura, Welcia, Topcon
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
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