Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<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

<ul>
<li>OVERSEAS.  SPX +0.2% as Investors Buy Financials; Semis regained some of its mojo as SOX rose 1.3%; Fed remains in Focus; Boeing glitches;  All Telsa cars qualify for IRA benefits</li>
<li>JAPAN. NKY Futs +0.4% vs Cash; Relentless bid in JP equities continues - yesterday ignoring US weakness on Monday; JP Govt tgts 3x rise in Domestic Semi Sales by 2030. </li>
<li>NUGGET. Japan revamps its semi strategy - aggressive targets to get to ¥15 trillion in domestic sales by 2030, while being the key in the global semi supply chain.</li>
</ul>


OVERSEAS.  SPX +0.2% as Investors Buy Financials; Semis regained some of its mojo as SOX rose 1.3%; Fed remains in Focus; Boeing glitches;  All Telsa cars qualify for IRA benefits
JAPAN. NKY Futs +0.4% vs Cash; Relentless bid in JP equities continues - yesterday ignoring US weakness on Monday; JP Govt tgts 3x rise in Domestic Semi Sales by 2030. 
NUGGET. Japan revamps its semi strategy - aggressive targets to get to ¥15 trillion in domestic sales by 2030, while being the key in the global semi supply chain.


Ohayo Japan |SPX +0.2%; Fed in Focus; NUGGET: Japan Global Semi Suppy Chain Dominance in Sight ?

<ul>
<li>OVERSEAS. US Rally Pauses as weak(er) Services ISM brings recession risk reminder; MS Big Bearish Call on SPX; Apple unveils Game Changing VR Headset ; Crypto Worries -Binance CEO Charged</li>
<li>JAPAN. NKY Futs -0.3% vs Cash; Expect a pull back today given US pause, overbought markets, and stronger yen;  MS Bullish Call on Japan; Panasonic expands Battery production for TESLA</li>
<li>NUGGET. Data Centers - Demand set to Explode with AI: Next Growth Driver for an Already undervalued Kansai Electric ?</li>
</ul>


OVERSEAS. US Rally Pauses as weak(er) Services ISM brings recession risk reminder; MS Big Bearish Call on SPX; Apple unveils Game Changing VR Headset ; Crypto Worries -Binance CEO Charged
JAPAN. NKY Futs -0.3% vs Cash; Expect a pull back today given US pause, overbought markets, and stronger yen;  MS Bullish Call on Japan; Panasonic expands Battery production for TESLA
NUGGET. Data Centers - Demand set to Explode with AI: Next Growth Driver for an Already undervalued Kansai Electric ?


Ohayo Japan|US Rally Pauses on Services ISM-Recession Fears?; NUGGET: KEPCO, AI, and Data Centers ?

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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Panasonic Corp Spon Adr (PCRFY US)

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

Ohayo Japan |SPX +0.2%; Fed in Focus; NUGGET: Japan Global Semi Suppy Chain Dominance in Sight ?

NKY Futs +0.4% vs Cash; Relentless bid in JP equities continues - yesterday ignoring US weakness on Monday; JP Govt tgts 3x rise in Domestic Semi...

Mark Chadwick

Ohayo Japan|US Rally Pauses on Services ISM-Recession Fears?; NUGGET: KEPCO, AI, and Data Centers ?

NKY Futs -0.3% vs Cash; Expect a pull back today given US pause, overbought markets, and stronger yen; MS Bullish Call on Japan; Panasonic expands...

Mark Chadwick

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