Japan Morning Connection: Expect Volatility with Retail and SPE Stocks Under Pressure
Japan's market set to open weak following US semi-related lead, heavy selling expected for retail margin favorites and SPE winners, potential...
559 Views
Japan Morning Connection: Record Defense Budget and Nikkei Rebalance Set to Boost Related Stocks
News Intel may restructure/sell fab business, negative for Japanese SPE suppliers. Japan defense budget increase positive for related names....
476 Views
Aequitas ECM Weekly (31 August 2026)-Alibaba, Shein, Momenta, Longsys, Jio, Wuxi XDC, Wistron
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
146 Views
Lintec (7966 JP): The Current Playbook
The offering will likely be priced on 1 September. Since 2021, the average large Japanese placement has tended to generate positive returns.
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Weekly Deals Digest (30 Aug) - Kakaku, Dentsu Soken, Seed, Carnaby, Peet, Suncorp, OUE, Shein
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
105 Views