Japan Non-IT Industries:Â Overcoming Deflation Not Enough
Empirical data on the drivers of Japanese productivity are sadly not at the forefront of Abenomics, but they should be. Â Europacifica CEO Naomi...
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Aequitas: Tekscend Photomask IPO Lockup Expiry - US$1.1bn Lockup Release
Tekscend Photomask (429A JP), a manufacturer and distributor of semiconductor photomasks, raised around US$900m in its Japan IPO. In this note, we...
406 Views
MS-Japan Index Earning Revision (Dec): Itochu, Toyota Motor, Sumitomo Mitsui Financial, SoftBank
We analyzed MS-Japan's consensus for Dec 2025 and highlighted changes of EPS in Itochu, Toyota Motor, Sumitomo Mitsui Financial, SoftBank, Rakuten,...
548 Views
M-Japan Index Earning Revision (Nov): Toyota Motor, SoftBank, Rakuten, Kioxia, Sony Financial
We analyzed M-Japan's consensus for Nov 2025 and highlighted changes of EPS in Toyota Motor (7203 JP), SoftBank (9984 JP), Rakuten (4755 JP),...
355 Views
Tekscend Photomask IPO Trading - Priced at the Top, but Still Relatively Cheap
Tekscend Photomask (429A JP), a manufacturer and distributor of semiconductor photomasks, raised around US$900m in its Japan IPO. In this note, we...
1.1k Views