Good Morning Japan| Recession Fears Spook Equities;NUGGET- Musk Jumps in AI Race, Boon for Advantest
Expect a broadly quiet start in Japan. Panasonic plans to establish its third US battery plant;. JT increasing its focus on heated stick products;...
413 Views
Good Morning Japan |UBScs - Wedding Vows Sealed; NUGGET: MOL-Diversification Can't Come Fast Enough
CS is no more as UBS steps in with a rescue. Japanese markets are expected to open strong today following the UBS rescue of Credit Suisse + global...
436 Views
Good Morning Japan |Contagion Fears Dominate; NUGGET: Effective Activism - TARGET, TIMING, TACTICS
US stocks hit again on contagion fears as Fed takes control of Silicon Valley Bank; Lots of activity over the weekend to shore up confidence; Ueda...
543 Views
Good Morning Japan |Powell Dishes Bitter Pill - Sparks Cross Market Chaos; NUGGET: CCUS Opportunity
REALITY CHECK FROM POWELL; USDJPY weakens to 137.1 as Powell tesimony digested; H3 failure-blow to JP space hopes; "My Number" Use expanded; ...
516 Views
Merger Arb Mondays (10 Aug) - GJTAI, Con Aero, Get Nice, Cygnus, OOh!Media, Digital Hearts, JPMC
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
159 Views