Japan Morning Connection: Airlines Surging After Delta Numbers Helping SPX Close at New Records
Delta's earnings report causes airlines and cruise ships to jump. Tesla's plans for its robotaxi and Ai chatbot may be enough to help the...
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Japan Activist Watch | Shiseido, Ricoh, Orico, Anicom
​Shiseido is either a turnaround or takeover target. Ricoh's slow move to digital services attracts interest, while Orico is targeted for reform by...
698 Views
Japan Morning Connection: Big Pivot from Momo into Value Should See a Sharp Factor Rotation Today
​Homebuilders show potential for upside as market rotates; watch big momentum winners for downside. Este Lauder climbs while JP names lag behind.
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Japan Morning Connection: Markets Seeing Iran's Potential Demise as Fuel to Risk-On Fire
Japan SPE underperformers may catch a bid. Estee Lauder's jump up has positive implications for Japan's Shiseido and Kose.
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Mao Geping IPO Lockup - Stock Is up 4x, US$400m Cornerstone Lockup Release
Mao Geping Cosmetics raised around US$345m in its Hong Kong IPO. The lockup on its cornerstone investors is set to expire soon.
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