Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS. SPX -0.5% with Tech highflyers bearing the run of the decline; Fed Chair Powell thinking two more hikes this year; Tesla downgraded as rally not backed back fundamentals</li>
<li>JAPAN. NKY Futs -0.1% Disc to Cash;  Expect Japan tech to take the signal from the US; Kishida vow to deliver on wage growth; Panasonic and Mazda do battery deal</li>
<li>NUGGET.  Mitsubishi Motors(7211) - Issues in China fully capture the stuggles for OEMs without a competitive BEV product/strategy. </li>
</ul>


OVERSEAS. SPX -0.5% with Tech highflyers bearing the run of the decline; Fed Chair Powell thinking two more hikes this year; Tesla downgraded as rally not backed back fundamentals
JAPAN. NKY Futs -0.1% Disc to Cash;  Expect Japan tech to take the signal from the US; Kishida vow to deliver on wage growth; Panasonic and Mazda do battery deal
NUGGET.  Mitsubishi Motors(7211) - Issues in China fully capture the stuggles for OEMs without a competitive BEV product/strategy. 


Ohayo Japan| Powell Drives Fear into Equities/Tech; NUGGET: Mit Motors(7211)-Fruitless Uphill Climb

<ul>
<li>OVERSEAS.  SPX -0.5% with most Sector in the Red; Residential Construction STRONG; China Rate Cut disappoints; TESLA +5.3% bags Rivian for Charging Network.</li>
<li>JAPAN. NKY Futs -0.9% vs Cash; Blackrock's Fink say Japan benefitting from China Flight; Labor market loosing as JP workers shying away from liftime employment; Yamato HD exits mail delivery</li>
<li>NUGGET. Nintendo(7974) - Doing a Disney..using its IP…Now Mario out, Rumour are "Legend of Zelda" Movie in the works.. </li>
</ul>


OVERSEAS.  SPX -0.5% with most Sector in the Red; Residential Construction STRONG; China Rate Cut disappoints; TESLA +5.3% bags Rivian for Charging Network.
JAPAN. NKY Futs -0.9% vs Cash; Blackrock's Fink say Japan benefitting from China Flight; Labor market loosing as JP workers shying away from liftime employment; Yamato HD exits mail delivery
NUGGET. Nintendo(7974) - Doing a Disney..using its IP…Now Mario out, Rumour are "Legend of Zelda" Movie in the works.. 


Ohayo Japan| US Back to an Equity Sell Off; NUGGET: Nintendo(7974) - Set to Track Disney's Success ?

<ul>
<li>OVERSEAS. SPX Closed +0.1% on Friday/WoW +0.4% confirming Bull Market; Fed Decision this week - Market See Pause; TESLA +4.1% Seals Deal with GM on its Super Chargers</li>
<li>JAPAN. NKY Futs flat vs Cash;  Japan Continues to focus on AGMs; Record number Proposals submitted to 90 companies; Buybacks to hit record in 2023 say SMBC Nikko</li>
<li>NUGGET. Kyocera: ISS  recommended AGM vote doomed but there is good news...</li>
</ul>


OVERSEAS. SPX Closed +0.1% on Friday/WoW +0.4% confirming Bull Market; Fed Decision this week - Market See Pause; TESLA +4.1% Seals Deal with GM on its Super Chargers
JAPAN. NKY Futs flat vs Cash;  Japan Continues to focus on AGMs; Record number Proposals submitted to 90 companies; Buybacks to hit record in 2023 say SMBC Nikko
NUGGET. Kyocera: ISS  recommended AGM vote doomed but there is good news...


Ohayo Japan|SPX Up Again; Fed Pause/Hike? NUGGET: Kyocera ISS Recommended Vote Doomed, But...

<ul>
<li>OVERSEAS.  Surge in Jobless Claims lifts Bonds,  rejuvinates Tech, and pushes SPX into Bull market territory ; Fed PAUSE seems a done deal; Another win for TESLA-GM joins Ford</li>
<li>JAPAN. NKY Futs +0.6% vs Cash; After yesterdays, stunning Value vs Growth reversal, now look for the reversal of that reversal !   Major SQ today. Remain bullish Japan. </li>
<li>NUGGET. Embrace Activists - Says JPX CEO.  JPX playing their part; Investors doing their part. Corporates, your turn...still a lot to do..</li>
</ul>


OVERSEAS.  Surge in Jobless Claims lifts Bonds,  rejuvinates Tech, and pushes SPX into Bull market territory ; Fed PAUSE seems a done deal; Another win for TESLA-GM joins Ford
JAPAN. NKY Futs +0.6% vs Cash; After yesterdays, stunning Value vs Growth reversal, now look for the reversal of that reversal !   Major SQ today. Remain bullish Japan. 
NUGGET. Embrace Activists - Says JPX CEO.  JPX playing their part; Investors doing their part. Corporates, your turn...still a lot to do..


Ohayo Japan |Jobless Claims Surge Powers SPX to Bull Mkt; NUGGET: Embrace Activists ! Says JPX CEO

<ul>
<li>OVERSEAS. SPX fell -0.4% as UST Yields rose on back of surprise Canada hike; US swaps now pricing 67% Fed June skips vs 77% before;  China Exports Collapse in May</li>
<li>JAPAN. NKY Futs -0.2% Discount to Cash;  Likely Consolidation in Japan today with Tech weakness; Govt Passes Defense Bill to support Industry profits; SBI HD to start Carbon Trading Exchange</li>
<li>NUGGET. M&amp;A Research (9552) -AI Driven Ways of Doing Old things in helping to solve the critical succession problem plaguing Japan's SMEs</li>
</ul>


OVERSEAS. SPX fell -0.4% as UST Yields rose on back of surprise Canada hike; US swaps now pricing 67% Fed June skips vs 77% before;  China Exports Collapse in May
JAPAN. NKY Futs -0.2% Discount to Cash;  Likely Consolidation in Japan today with Tech weakness; Govt Passes Defense Bill to support Industry profits; SBI HD to start Carbon Trading Exchange
NUGGET. M&amp;A Research (9552) -AI Driven Ways of Doing Old things in helping to solve the critical succession problem plaguing Japan's SMEs


Ohayo Japan |Canada Hikes-Impacts US ?! NUGGET:M&A Rsrch(9552), AI-Driven Ways of Doing Old Things

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Panasonic Corp Spon Adr (PCRFY US)

Ohayo Japan| Powell Drives Fear into Equities/Tech; NUGGET: Mit Motors(7211)-Fruitless Uphill Climb

Powell sees 2 more hikes; NKY Futs -0.1% Disc to Cash; Expect Japan tech to take the signal from the US; Kishida vow to deliver on wage growth;...

Mark Chadwick

Ohayo Japan| US Back to an Equity Sell Off; NUGGET: Nintendo(7974) - Set to Track Disney's Success ?

US Back - in the Red despite strong housing; NKY Futs -0.9% vs Cash; Blackrock's Fink say Japan benefitting from China Flight; Yamato HD exits mail...

Mark Chadwick

Ohayo Japan|SPX Up Again; Fed Pause/Hike? NUGGET: Kyocera ISS Recommended Vote Doomed, But...

SPX Bull mkt continues ahed of US CPI and Fed; NKY Futs flat vs Cash; Japan Continues to focus on AGMs; Record number of Proposals to 90 companies

Mark Chadwick

Ohayo Japan |Jobless Claims Surge Powers SPX to Bull Mkt; NUGGET: Embrace Activists ! Says JPX CEO

SPX Bull Market after Surge in Jobless Claims;NKY Futs +0.6% vs Cash; After yesterdays, stunning Value vs Growth reversal; NEXT: reversal of that...

Mark Chadwick

Ohayo Japan |Canada Hikes-Impacts US ?! NUGGET:M&A Rsrch(9552), AI-Driven Ways of Doing Old Things

Canada Surpise Hikes; NKY Futs -0.2% Discount to Cash; Likely Consolidation in Japan; Govt Passes Defense Bill to support Industry profits; SBI HD...

Mark Chadwick

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)