Japan Remains Leadership; Actionable Pullback in Europe; Downgrading China/Hong Kong
#Japan #Nikkei 225 and #TOPIX above base supports at 30,800 and 2120, respectively. We've discussed buying pullbacks to 1950-2000 on TOPIX, but it...
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Higher Prices to Test Japan's Appetite for Wheat
Wheat production from Ukraine and Russia will be severely impact for the remainder of this year. Prices are set to remain higher for longer,...
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Monde Nissin IPO - Might Not Be a High Flyer but Worth the Ride, Quorn Tastes Good
Monde Nissin aims to raise around US$1bn in its Philippines IPO. It has two main businesses: Food and Beverage, which sells instant noodles, and...
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🇯🇵 JAPAN • Results & Revisions 10/28 - Ibiden, Sony, Komatsu, Kao, Toyo Suisan
• BEST & WORST • Our best and worst pair from yesterday's announcements is Ibiden (4062 JP) and Kao (4452 JP). ________________
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Fuji Oil In Itochu's Industry Consolidation Plans?
Last week, the Nihon Keizai Shimbun reported that the US private equity firm Carlyle Group intends to invest over ¥1.0 trillion in Japan over the...
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