Best Outright and Pair Trades for an Ishiba-Led LDP
How to position in Japanese equities after the surprise win by Shigeru Ishiba over Sanae Takaichi in Friday's LDP election.
753 Views
Primer: West Japan Railway Co (9021 JP) - Aug 2026
West Japan Railway (JR West) is a core passenger railway operator in western Japan, with its primary earnings drivers being the Sanyo Shinkansen...
112 Views
Japan Morning Connection: More AI and Tech Pain Ahead of NVDA Tomorrow
Some big moves down for SPE and AI related. Diplomatic tensions continue between Japan and China. JP Medtech names may get a lift from Medtronic's...
333 Views
Japanese Railway Companies – Back on Track
Domestic sector in Japan outperforming the broad market amid continued turbulence. Supported by the strengthening of the JPY against USD.
444 Views
Lintec (7966 JP): The Current Playbook
The offering will likely be priced on 1 September. Since 2021, the average large Japanese placement has tended to generate positive returns.
137 Views