Japan Morning Connection: Japan Set for Wobbly Start on Tariff Threats but Impact Likely Short Lived
​Wolfspeed files for Chapter 11; Short interest in Japanese autos rises ahead of US trade deal; Potential for space sector to gain attention before...
319 Views
Chery Auto Pre-IPO - The Negatives - Small NEV Portfolio
Chery Automobile is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we talk about the not-so-positive aspects of the deal.
550 Views
Chery Auto Pre-IPO - The Positives - Very Strong Earnings Growth
Chery Automobile is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we talk about the positive aspects of the deal.
533 Views
Japan Morning Connection: US Auto Tariffs Shaking Markets but Ex-Date May Lure Buyers Back in Japan
​CoreWeave's announcement drives AI sentiment down further. May see renewed interest in Japanese autos today. Expecting Japan to continue rotation...
225 Views
Japan Morning Connection: Market Reflects Concerns over Tomorrow's CPI Print
Profit taking ahead of CPI report, TEL shows WFE growth despite its pivot away from China, Softbank's SVF shows strong unreaslised gains on its...
341 Views