Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<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. AI Driven Tech Rally Continues; Debt Deal Close(r) as Biden-McCarthy Agree, Vote still to come;More Hikes to Come as Inflation Picks UP; (Another) Massive Boeing order in the works</li>
<li>JAPAN. NKY Futs 1.9% Prem  vs Cash; US Tech(AI) Driven Rally continues;Yen Shorts Accummulate as USDJPY pass 140; Tokyo Inflation Slows;Toyota Loses crown of top selling car to TESLA</li>
<li>NUGGET. Drone Delivery in Japan - within Sight; Japan Post(6178) leading the way aiming for 2023 commercialization. </li>
</ul>


OVERSEAS. AI Driven Tech Rally Continues; Debt Deal Close(r) as Biden-McCarthy Agree, Vote still to come;More Hikes to Come as Inflation Picks UP; (Another) Massive Boeing order in the works
JAPAN. NKY Futs 1.9% Prem  vs Cash; US Tech(AI) Driven Rally continues;Yen Shorts Accummulate as USDJPY pass 140; Tokyo Inflation Slows;Toyota Loses crown of top selling car to TESLA
NUGGET. Drone Delivery in Japan - within Sight; Japan Post(6178) leading the way aiming for 2023 commercialization. 


Ohayo Japan |AI All the Way Tech Continues to Lead Equities UP; NUGGET: JP Drone Delivery-In Sight

<ul>
<li>OVERSEAS. SPX reclaims 4000 level to cose up +1.4%; Nasdaq 100 enters BULL MARKET;  Micron +7% Intel +7.6%  spurs sentiment around Semi recovery. </li>
<li>JAPAN. NKY Futs -0.3% vs Cash; USDJPY ¥132.8;  Dividend x-Date today - expect ~¥1trill of reinvestment BUYING in total; New Toyota CEO vows to get serious about EVs -about time</li>
<li>NUGGET. Incoming CEO Makiko Ono - Set to Further Globalize Suntory Beverage.  If she can execute, stock looks like a bargain. </li>
</ul>


OVERSEAS. SPX reclaims 4000 level to cose up +1.4%; Nasdaq 100 enters BULL MARKET;  Micron +7% Intel +7.6%  spurs sentiment around Semi recovery. 
JAPAN. NKY Futs -0.3% vs Cash; USDJPY ¥132.8;  Dividend x-Date today - expect ~¥1trill of reinvestment BUYING in total; New Toyota CEO vows to get serious about EVs -about time
NUGGET. Incoming CEO Makiko Ono - Set to Further Globalize Suntory Beverage.  If she can execute, stock looks like a bargain. 


Good Morning Japan |NASDAQ BULL MARKET! NUGGET: CEO Makiko Ono-Set to Further Globalize Suntory Bev

<ul>
<li>OVERSEAS.  Choppy Session with SPX closing -0.2%;  Tech down again as reversal continues;  US 2Yr yield back above 4%, Alibaba +14% split to unlock value; Micron after hours-worst over?</li>
<li>JAPAN. NKY Futs -1.0% vs Cash; USDJPY 130.9; US-Japan strikes deal on EV battery materials Under IRA; Japan's FTA fine with MSFT-ATVI, -ve Sony; Alibaba Split +ve Softbank</li>
<li>NUGGET. Panasonic - Potential beneficiary of new IRA related deal with the US. Could see IRA EV tax credit rise from ¥172bn/year to ¥228bn/year.</li>
</ul>


OVERSEAS.  Choppy Session with SPX closing -0.2%;  Tech down again as reversal continues;  US 2Yr yield back above 4%, Alibaba +14% split to unlock value; Micron after hours-worst over?
JAPAN. NKY Futs -1.0% vs Cash; USDJPY 130.9; US-Japan strikes deal on EV battery materials Under IRA; Japan's FTA fine with MSFT-ATVI, -ve Sony; Alibaba Split +ve Softbank
NUGGET. Panasonic - Potential beneficiary of new IRA related deal with the US. Could see IRA EV tax credit rise from ¥172bn/year to ¥228bn/year.


Good Morning Japan |Choppy Equities; Weak Tech; NUGGET: Panasonic-New US Tax Credit Opportunity?

<ul>
<li>OVERSEAS. SPX Rise as Cycicals/Tech bid; Higher Rates; Strong USD, No problem !   Market seems to have concluded that higher rates+strong economy is a workable outcome.</li>
<li>JAPAN. NKY Futs +0.4% vs Cash; USDJPY weakens to 134.1; Weak Yen Narrative to dominate; Do not say to "Mr Yen" who sees 120 ;  BULLISH Inbound but priced in</li>
<li>DAILY NUGGET. BayCurrent Consulting (6532) - Still lot of tailwinds..still BULLISH.</li>
</ul>


OVERSEAS. SPX Rise as Cycicals/Tech bid; Higher Rates; Strong USD, No problem !   Market seems to have concluded that higher rates+strong economy is a workable outcome.
JAPAN. NKY Futs +0.4% vs Cash; USDJPY weakens to 134.1; Weak Yen Narrative to dominate; Do not say to "Mr Yen" who sees 120 ;  BULLISH Inbound but priced in
DAILY NUGGET. BayCurrent Consulting (6532) - Still lot of tailwinds..still BULLISH.


Good Morning Japan |GOLDILOCKS?: Higher Rates, Strong USD=Higher Equities; In JP, Mr Yen Says 120

Japan

SCREEN Holdings Co Ltd.  manufactures and sell semiconductors, FPD devices, commercial printing and printed circuit boards(PCB). The company also provides additional services for its products.

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

SCREEN Holdings (7735 JP)

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 |AI All the Way Tech Continues to Lead Equities UP; NUGGET: JP Drone Delivery-In Sight

Debt Deal Close; NKY Futs 1.9% Prem vs Cash; Yen Shorts rise as USDJPY pass 140; Tokyo Inflation Slows;Toyota Loses crown of top selling car to...

Mark Chadwick

Good Morning Japan |NASDAQ BULL MARKET! NUGGET: CEO Makiko Ono-Set to Further Globalize Suntory Bev

In the US, NASDAQ 100 enters bull market. Broad based US rally. In Japan, Tech to lead; Drivers today: US rally, weaker yen; Underweight investors...

Mark Chadwick

Good Morning Japan |Choppy Equities; Weak Tech; NUGGET: Panasonic-New US Tax Credit Opportunity?

US Markets Choppy; Tech down again; Japan set to approve 114trill budget; US-Japan strikes deal on EV battery materials Under IRA; Japan's FTA fine...

Mark Chadwick

Good Morning Japan |GOLDILOCKS?: Higher Rates, Strong USD=Higher Equities; In JP, Mr Yen Says 120

NKY Futs +0.4% vs Cash; USDJPY weakens to 134.1. Weak yen to dominate today as strong US macro datapoints drive up the USD. A strong US economy...

Mark Chadwick

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)