Japan Morning Connection: Boeing FCF Back on Track a Good Sign for JP Heavies and CF Makers
Memory names took a back seat, while power and industrial semi's were lifted by upbeat comments at a UBS conference. Intel had another strong move...
192 Views
Japan Morning Connection: Sanken Electric, Nidec, Asahi Intecc
​US tech laggards are now catching up after a rapid rebound, server-related strength boosts Nidec's sentiment, and Coherent's strong numbers...
355 Views
Toyota Cross-Shareholding - To Say a Whole Lot Is Left Would Be a US$26bn Understatement
Toyota, Toyota Industries and Denso are tag teaming to unwind some of their stake in Aisin, in a deal worth over US$1bn. While the timing of the...
1.5k Views
Japan Morning Connection: Crypto Selloff Spooks Risk Assets Although Most Recover in the PM
Some rotation into defensive sectors in response to crypto weakness. AI connectivity name Credo is surging post-mkt, setting a better mood for JP...
167 Views
Merger Arb Mondays (01 Dec) - AUB, Qube, NSR, Dongfeng, ENN, Jinke, ANE, Canon Electronics, Low Keng
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
314 Views