Japan Morning Connection: Tech and AI Set to Drop on New NVDA Export Curbs
Tech and AI weakness after H20 chipset restrictions, discussion of dropping the SLR rule for Treasuries may cause volatility for financials,...
364 Views
Japan Morning Connection: 2-Days of Gains for the US Markets, but New Curbs Loom
​Tech stocks declined due to concerns about additional tariffs, Suzuki Motor's secondary deal priced 5% lower than last, and Onsemi's decision to...
245 Views
Japan Morning Connection: Markets Tumble on China/US Standoff and Outlook for Capital Spending
​Investors fleeing US assets and Trump's bill adding to fiscal imbalance causing yields to rise further. New lows unlikely for big tech/AI, today's...
477 Views
Suzuki Motor Placement Updates - Relative Correction Has Been Decent so Far. But Lacks Buyback
Tokio Marine Holdings (8766 JP) and Sompo Holdings (8630 JP) aim to raise around US1.15bn via selling 5% of Suzuki Motor (7269 JP). We compare it...
536 Views
Suzuki Motor Placement - Not the Best Time for a US$1.15bn Deal. It Will Be a Long Week.
Tokio Marine Holdings (8766 JP) and Sompo Holdings (8630 JP) aim to raise around US1.15bn (including over-allotment) via selling around 5% of...
618 Views