Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS.  Fed Minutes Rekindle Propsects for Futher Rate Hikes;  Equities continue fall as UST Yield continue to rise;  Investors Flee China; EU: Holland in recession; TESLA cuts px in China</li>
<li>JAPAN. NKY Futures -0.4% vs Cash; USDJPY 146.4; USDJPY hits 9 month low - MoF intervention watch on;  Japan Inbound recovers to ~80% vs Pre-COVID;  Japan Corp Profits Rise Again</li>
<li>NUGGET.  Toyota has kept its hydrogen fuel-cell vechicle push alive, despite the fact the world has moved en-mass to battery electric vehicles. We think this side bet is worth keeping.</li>
</ul>


OVERSEAS.  Fed Minutes Rekindle Propsects for Futher Rate Hikes;  Equities continue fall as UST Yield continue to rise;  Investors Flee China; EU: Holland in recession; TESLA cuts px in China
JAPAN. NKY Futures -0.4% vs Cash; USDJPY 146.4; USDJPY hits 9 month low - MoF intervention watch on;  Japan Inbound recovers to ~80% vs Pre-COVID;  Japan Corp Profits Rise Again
NUGGET.  Toyota has kept its hydrogen fuel-cell vechicle push alive, despite the fact the world has moved en-mass to battery electric vehicles. We think this side bet is worth keeping.


Ohayo Japan|Fed Minutes Rekindle Fears of More Hikes; NUGGET: Toyota & FCVs - A Side Bet to Keep ?

<ul>
<li>OVERSEAS.  US Equities close July a winning note as markets continue to price in the Goldilocks economy; Rally has broadened out beyond a few select tech stocks</li>
<li>JAPAN. NKY Futures +0.3% vs Cash; USDJPY 142.3; NKY powers above 33k level despite prospect of higher rates;  Earnings in full swing - generally supportive; Nintendo-next Gen Console Coming ?</li>
<li>NUGGET. Nintendo(7974)- rumour of a Next Gen Console in 2024 is gaining traction. If true, would completely reboot the company's earnings and share price outlook </li>
</ul>


OVERSEAS.  US Equities close July a winning note as markets continue to price in the Goldilocks economy; Rally has broadened out beyond a few select tech stocks
JAPAN. NKY Futures +0.3% vs Cash; USDJPY 142.3; NKY powers above 33k level despite prospect of higher rates;  Earnings in full swing - generally supportive; Nintendo-next Gen Console Coming ?
NUGGET. Nintendo(7974)- rumour of a Next Gen Console in 2024 is gaining traction. If true, would completely reboot the company's earnings and share price outlook 


Ohayo Japan| Goldilocks in Play Everywhere; NUGGET: New Console? Can't Keep a Super Mario Down!

<ul>
<li>OVERSEAS. US Stocks continue relentless run; Consumer Confidence hits 2 year high; New Resolve from China to help the economy; Alphabet reports strong earnings; MSFT AI biz growing </li>
<li>JAPAN. NKY Futures -0.3% Discount to Cash; USDJPY 140.9; Earnings in full swing:  Otsuka HD beats; Shimano Misses;   Broker Changes: Nintendo cut to Sell at UBS</li>
<li>NUGGET. Globally competitive wages - An National Security Issue. More evidence emerges: Now out of Vietnam </li>
</ul>


OVERSEAS. US Stocks continue relentless run; Consumer Confidence hits 2 year high; New Resolve from China to help the economy; Alphabet reports strong earnings; MSFT AI biz growing 
JAPAN. NKY Futures -0.3% Discount to Cash; USDJPY 140.9; Earnings in full swing:  Otsuka HD beats; Shimano Misses;   Broker Changes: Nintendo cut to Sell at UBS
NUGGET. Globally competitive wages - An National Security Issue. More evidence emerges: Now out of Vietnam 


Ohayo Japan| US Consumer Confidence; China Resolve Fuels Stocks; NUGGET:IT Talent Issue - A Priority

<ul>
<li>OVERSEAS.  S&amp;P500 Up again, closing +0.4% ahead of Fed and a slew of earnings; Energy, Fincl lead on higher crude px,  Higher UST ylds; Hopes fade for big China stimulus</li>
<li>JAPAN. NKY Fut +0.1% vs Cash; USDJPY 141.4; Hunt for real yields as JP retail bets on high ylding currencies; BOJ may  lift inflation view; TSE ramps up pressure</li>
<li>NUGGET. Tokyo Steel (5423) - First Japan Beneficiary of the Shift to Low Carbon Steel.</li>
</ul>


OVERSEAS.  S&amp;P500 Up again, closing +0.4% ahead of Fed and a slew of earnings; Energy, Fincl lead on higher crude px,  Higher UST ylds; Hopes fade for big China stimulus
JAPAN. NKY Fut +0.1% vs Cash; USDJPY 141.4; Hunt for real yields as JP retail bets on high ylding currencies; BOJ may  lift inflation view; TSE ramps up pressure
NUGGET. Tokyo Steel (5423) - First Japan Beneficiary of the Shift to Low Carbon Steel.


Ohayo Japan|SPX Up Again...On Peak Rates?; NUGGET: Tokyo Steel(5423) - Green Demand Steel a Reality!

<ul>
<li>OVERSEAS. Nasdaq and SOX Plunged overnight; Nasdaq on Tesla, Neflix; SOX on TSMC Sentiment;   Has something broken?  US Leading Index saying recession near; China deflationary pressures; Russia escalates war</li>
<li>JAPAN. NKY Futures -0.5% disc vs Cash; USDJPY 140.1;  Eyes on BOJ  but indications are no tweak;  Nidec turns it around - strong 1Q; Raft of BUY calls from Street. </li>
<li>NUGGET. Japanese companies are hiring IR professionals as they face greater scrutiny from shareholders, the TSE, and regulators. Positive development that we see as an offshoot of the governance code.</li>
</ul>


OVERSEAS. Nasdaq and SOX Plunged overnight; Nasdaq on Tesla, Neflix; SOX on TSMC Sentiment;   Has something broken?  US Leading Index saying recession near; China deflationary pressures; Russia escalates war
JAPAN. NKY Futures -0.5% disc vs Cash; USDJPY 140.1;  Eyes on BOJ  but indications are no tweak;  Nidec turns it around - strong 1Q; Raft of BUY calls from Street. 
NUGGET. Japanese companies are hiring IR professionals as they face greater scrutiny from shareholders, the TSE, and regulators. Positive development that we see as an offshoot of the governance code.


Ohayo Japan|Nasdaq, SOX Plunge-Did Something Finally Break?; NUGGET: In Demand in Japan - IR Talent

Japan

Panasonic Corporation manufactures electric and electronic products. The Company produces home appliances, audio & video, computer peripherals, telecommunications, industrial equipment, and electronic parts. Panasonic has associatedcompanies around the world.

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Ohayo Japan|Fed Minutes Rekindle Fears of More Hikes; NUGGET: Toyota & FCVs - A Side Bet to Keep ?

Fed Minutes rekindle spectre of further hikes; NKY Futures -0.4% vs Cash; USDJPY 146.4; USDJPY hits 9 month low - MoF intervention watch on; Japan...

Mark Chadwick

Ohayo Japan| Goldilocks in Play Everywhere; NUGGET: New Console? Can't Keep a Super Mario Down!

SPX Up(agaiin); NKY Futures +0.3% vs Cash; USDJPY 142.3; NKY powers above 33k level despite prospect of higher rates; Earnings in full swing -...

Mark Chadwick

Ohayo Japan| US Consumer Confidence; China Resolve Fuels Stocks; NUGGET:IT Talent Issue - A Priority

Strong consumer confidence; Chinese govt resolve to support economy fuels stocks; NKY Futures -0.3% Discount to Cash; Earnings: Otsuka HD beats;...

Mark Chadwick

Ohayo Japan|SPX Up Again...On Peak Rates?; NUGGET: Tokyo Steel(5423) - Green Demand Steel a Reality!

SPX up again head of Fed; Earnings. NKY Fut +0.1% vs Cash; USDJPY 141.4; Hunt for real yields as JP retail bets on high ylding currencies; BOJ may ...

Mark Chadwick

Ohayo Japan|Nasdaq, SOX Plunge-Did Something Finally Break?; NUGGET: In Demand in Japan - IR Talent

US tech sell off; Has something broken ? NKY Futures -0.5% disc vs Cash; USDJPY 140.1; Eyes on BOJ but indications are no tweak; Nidec turns it...

Mark Chadwick

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