Japan Morning Connection: Softbank Further Consolidating Its AI Focus
Tech weaknes continues in the US, new numbers from Isetan Mitsukoshi should end recent underperformance and Nintendo weakness offer opportunities...
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Japan Morning Connection: Markets Turning Surprisingly Risk-On Despite the Election Uncertainty
Cummin's earnings a good read for DC-related power plays. Nintendo's miss may present a buying opportunity before new Switch announcement. JMDC...
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JPX Margin Trading Weekly (Sep 4th): Kioxia, SoftBank, Advantest, Fujikura, Mitsubishi UFJ Financial
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), SoftBank (9984 JP), Advantest (6857 JP),...
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Japan Morning Connection: HK Futures off the Lows Should Point to Upside for China Related Names
NVDA +4.1% on comments from Hon Hai that demand for Blackwell chips was ‘crazy’, Oil related will follow US lower, HK futures off the lows should...
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Aequitas: PayPay Lockup Expiry - US$10.5bn Lockup Release
PayPay (PAYP US) (PP), a payments and financial services platform, raised around US$880m in its US IPO in March 2026, the lockup on its...
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