Japan Morning Connection: Market Reflects Concerns over Tomorrow's CPI Print
Profit taking ahead of CPI report, TEL shows WFE growth despite its pivot away from China, Softbank's SVF shows strong unreaslised gains on its...
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Swiggy IPO Trading - Decent Anchor but Tepid Overall Demand
Swiggy Limited raised around US$1.35bn in its India IPO, although the demand wasn't great with only instis having some interest in the listing.
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ECM Weekly (11th Nov 2024)-SF Holdings, Swiggy, ACME, NivaBupa, Sagility, Eternal Beauty, Shuangdeng
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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Japan Morning Connection: Will Shiseido Hit New Multi-Year Lows?
​US semi-capex rebound positive for peers in Japan, but bad tone is set for SiC and MLCC related sectors. Shiseido may see new multi-year lows.
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Japan Morning Connection: Trump Names Rally in the Wake of Re-Election
Trump names rally while renewables sold heavily. Underperformance by semi-capex with high China sales may reflect in Japan SPE. Global defense...
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