Japan Strategy Weekly | Stocks Climb, But Political Clouds Gather
Japanese equities rose, led by Sumi Pharma and Eisai, while Nidec fell; political risks loom as LDP considers early presidential vote.
399 Views
Japan Morning Connection: Airlines Surging After Delta Numbers Helping SPX Close at New Records
Delta's earnings report causes airlines and cruise ships to jump. Tesla's plans for its robotaxi and Ai chatbot may be enough to help the...
338 Views
Fortior Tech A/H Trading - Sluggish Demand
Fortior Technology (Shenzhen) (688279 CH), a BLDC motor IC design company, raised around US$330m in its H-share listing. In this note, we talk...
372 Views
Fortior Tech A/H Listing - Fast but Volatile Growth and Margins
Fortior Technology (Shenzhen) (688279 CH), a BLDC motor IC design company, aims to raise around US$250m in its H-share listing. In this note, we...
476 Views
Japan Morning Connection: Japan Set for Wobbly Start on Tariff Threats but Impact Likely Short Lived
Wolfspeed files for Chapter 11; Short interest in Japanese autos rises ahead of US trade deal; Potential for space sector to gain attention before...
319 Views