In today’s briefing:
- Ohayo Japan | Stocks up on Jobs Data
- Japan Morning Connection: Meta’s $10bn Scale AI Investment to Buoy Sentiment for SPE
Ohayo Japan | Stocks up on Jobs Data
- US stocks rallied Friday after stronger-than-expected nonfarm payrolls data eased slowdown fears
- Fifty Japanese companies received activist proposals at June shareholder meetings, the highest number on record,
- Takeda Pharmaceutical faces opposition from Institutional Shareholder Services (ISS) against reappointing CEO
Japan Morning Connection: Meta’s $10bn Scale AI Investment to Buoy Sentiment for SPE
- NFP beat sends yields higher, sending US homebuilders down, positive JP banks.
- Big week for Renesas should also see more upside for Rohm and Fuji Elec with Auto/industrial inflection.
- Capcom announced its latest Resident Evil installment at the SGF, but further upside looks limited.
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