MUFG Cross-Shareholding - At Least US$20bn of Cross-Shareholding to Sell, Taking It Slow
Following up on our earlier cross-shareholding notes, in this note we look at MUFG (8306 JP)’s cross-shareholding. MUFG had a stake of over US$100m...
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KWEB Attractive, Toyota and JD.com Best in Breed
Chinese softness feels like a rear view mirror story. Leaders in Japan likely to continue to flourish. Invest accordingly.
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First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid
First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid; Weaknesses to be seen in industrial, general non-AI server semi,...
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Denso Corp Placement - Possible Placement by Toyota to Raise US$4.7bn
As per Reuters, Toyota Motor (7203 JP) could look to sell up to 10% of Denso Corp (6902 JP) to raise around US$4.7bn before the end of the year.
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Socionext Placement - A US$1.8bn Cleanup, Will Have to Give up Some of Its 6x Listing Gains
Three shareholders of Socionext (6526 JP) aim to raise around US$1.8bn via selling shares in Socionext. In this note we talk about the deal...
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