In today’s briefing:
- Ohayo Japan | Takaichi Set for Premiership
- Japan Morning Connection: LDP and Ishin May Sign a Pact to Pave the Way for Japan’s First Female PM
Ohayo Japan | Takaichi Set for Premiership
- Japan’s LDP and Nippon Ishin agreed to form a coalition, paving the way for Sanae Takaichi to become Japan’s first female prime minister.
- ASKUL (2678 JP) suffered a major ransomware attack disrupting operations at both corporate and consumer platforms, with investigations ongoing and no recovery timeline announced.
- Nintendo (7974 JP) requested suppliers produce up to 25 million Switch 2 units by March 2026, signalling confidence ahead of the next console cycle.
Japan Morning Connection: LDP and Ishin May Sign a Pact to Pave the Way for Japan’s First Female PM
- Reports that Apple is set to release a touchscreen MacBook should help Nitto Denko.
- China AI play Cambricon sees revs and OP surge, pointing to more upside for JP FA plays with Sino-semi exposure.
- Luxury back in the spotlight may help Shiseido and Kose rebound off multi-month lows.
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