JPX Margin Trading Weekly (Mar 19th): Nintendo, Lasertec, Fujikura, JX Advanced Metals, Modec
We analyzed JPX margin trading positions report for the past week and highlighted Nintendo (7974 JP), Lasertec (6920 JP), Fujikura (5803 JP), JX...
288 Views
Last Week In Event SPACE: Toyota Inds., Prosus/Tencent, Dongfeng Motor, WH Group
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
446 Views
MS-Japan Index Earning Revision (Feb): Sony, Sumitomo Metal Mining, Toyota Motor, SoftBank
We analyzed MS-Japan's consensus for Feb 2026 and highlighted changes of EPS in Sony, Sumitomo Metal Mining, Toyota Motor, SoftBank, Nissan Motor,...
366 Views
Merger Arb Mondays (02 Mar) - Dongfeng, ENN, Bluescope, Humm, ClearView, Toho Titanium, Sankei, IJM
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
385 Views
Toho Titanium (5727 JP): JX Advanced (5016 JP)’s Opportunistically Timed Share Exchange
The timing is opportunistic as JX Advanced’s shares have materially outperformed Toho Titanium YTD. However, this is a done deal as JX and...
334 Views