In today’s briefing:
- Good Morning Japan | Directionless Equities; As China Normalizes; Carvana Bankruptcy Imminent
- Mining Monthly: November Edition
Good Morning Japan | Directionless Equities; As China Normalizes; Carvana Bankruptcy Imminent
- Good Morning Japan: We strive to provide the best macro, stock and thematic overnight news that impacts your trading day in Japan. FOLLOW TO KEEP ABREAST.
- OVERSEAS: SPX holding 100D; Trading in tight range at support; Focus on now recession risks; China continues to normalize around COVID; Microsoft tries to appease regulators; Carvana facing bankruptcy
- JAPAN: NKY futs -0.4% vs cash; USDJPY ¥136.5; Quiet ahead of major SQ; ANA hiring again; KEPCO set to restart Genkai; Hitachi canxl treasury shares; Nintendo strikes deal with MSFT
Mining Monthly: November Edition
- Producers, developers, and explorers continue to trade at low multiples.
- These low multiples make for great buying opportunities; there are plenty of standout winners despite the weak performance
- We anticipate the number of bankruptcies to rise as companies struggle to raise funds and treasuries dwindle
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