Best Outright and Pair Trades for an Ishiba-Led LDP
How to position in Japanese equities after the surprise win by Shigeru Ishiba over Sanae Takaichi in Friday's LDP election.
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Renova (9519 JP) - To Resume Power After Some Planned Stoppage
Although the 68.4% YoY decline in Q1 FY3/27 OP may appear soft on the surface, this dip was anticipated and primarily driven by the planned...
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Japan Morning Connection: Kose Aims for Global Growth
​Global renewable sector continues to outperform, but Japan is lagging behind. US market is cautious ahead of the Fed meeting. Kose plans for...
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Primer: RENOVA Inc (9519 JP) - Apr 2026
RENOVA is a leading independent power producer in Japan, specializing in the development and operation of a diverse portfolio of renewable...
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Japan Morning Connection: SMCI's Chip Smuggling Scandal Drags Server and Memory Down
SMCI Nvidia chip smuggling charges hit server and memory names. Japan's SPE names likely muted at open after missing Thursday's US rebound during...
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