Giant Biogene Placement - Great Track Record but Previous Deal Didn’t Do Well
Giant Biogene (2367 HK) aims to raise up to US$250m via a top-up placement. In this note, we talk about the deal dynamics and run the deal through...
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Japan Morning Connection: US Markets Well off the Lows Pointing to Better Start for JP
Bullish comments from Arm should have positive for Softbank, Hegseth trip results in no demand for higher defense spending in Japan, Shiseido...
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Japan Morning Connection: Mixed Tape but Gains for Names to Benefit from a US Focused AI Industry
​Softbank faces significant losses but market will focus on Stargate. Kose follows Shiseido's miss. Toray's drop seems excessive given overall...
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Japan Morning Connection: Selective Squeezes May Continue with Japan Back from Holiday
​US semi onshoring boosted by positive comments on US production, SMCI points to big upside for 2026, Shiseido misses numbers but could bright...
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Japan Morning Connection: Big Capex Guidance from Alphabet a Positive for Semicap Related
​Palantir surges on continuing high demand for AI. Estee Lauder sets a bad tone for Shiseido and Kose. Will SMCI business update aid the struggling...
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