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bullish
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Shift Inc
•
25 Aug 2024 23:18
Shift (3697
Japan's massive shortage of IT professionals and Shift's dominance of the IT labor market should sustain 20% annual sales growth. Profit could grow...
Michael Allen
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36 Views
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bullish
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Thematic (Sector/Industry)
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25 Aug 2024 17:40
Ohayo Japan | Stocks Rally as Powell Signals Rate Cuts
U.S. stocks soar as Fed Chair Powell hints at rate cuts, while Shinjiro Koizumi emerges as top contender for Japan's next Prime Minister.
Mark Chadwick
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87 Views
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bullish
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Yamaha Motor
•
25 Aug 2024 09:54
Yamaha Motors Placement - A Relatively Small Cross-Shareholding Unwind
A group of shareholders aims to raise around US$330m via selling around 3.6% of Yamaha Motor (7272 JP). In this note, we talk about the deal dynamics.
Sumeet Singh
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151 Views
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bearish
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Cross Asset Strategy
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25 Aug 2024 07:00
Overview #8 Plus Ca Change...
A review of recent events/data impacting our investment themes and outlook. Japan the Japanese Yen, China as well as Uranium
Rikki Malik
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173 Views
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bullish
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Seven & I Holdings
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25 Aug 2024 07:00
Last Week in Event SPACE: Seven & I Holdings, Webjet, Hanwha Group, Swire Pac/Props, EOFlow
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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182 Views
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