Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS.  Strong close to Month, Quarter and Half Year as SPX rose +1.2% on Friday; AI Trade Back as NDX100 hit  $5trn Mkt cap; Apple now &gt;$3 trill !</li>
<li>JAPAN. NKY Futs +0.7% vs Cash; USDJPY 144.3; Tokyo Inflation print 3.2% raises questions on national inflation and BOJ's next steps;  Tokyo heats up as Power conservation measures implemented</li>
<li>NUGGET.  We believe Toyota's concerns regarding BEVs are valid. We see them having the technology and manufacturing prowess at scale, strong branding, and global reach to eventually overtake Tesla</li>
</ul>


OVERSEAS.  Strong close to Month, Quarter and Half Year as SPX rose +1.2% on Friday; AI Trade Back as NDX100 hit  $5trn Mkt cap; Apple now &gt;$3 trill !
JAPAN. NKY Futs +0.7% vs Cash; USDJPY 144.3; Tokyo Inflation print 3.2% raises questions on national inflation and BOJ's next steps;  Tokyo heats up as Power conservation measures implemented
NUGGET.  We believe Toyota's concerns regarding BEVs are valid. We see them having the technology and manufacturing prowess at scale, strong branding, and global reach to eventually overtake Tesla


Ohayo Japan | Bull Mkt - Nasdaq 100 Stunning +39%YTD ! NUGGET: Toyota(7203) BEV Strategy - A Defense

<ul>
<li>OVERSEAS. SPX +0.4% AS Banks lead after passing Fed's stress test= PAYOUTS ! 2 Fed hikes more likely says Swaps markets; US 1Q GDP REVISED UP to 2%.</li>
<li>JAPAN. NKY Futs +0.3% vs Cash; USDJPY 144.8; End of Month/Quarter; Flat NKY Today = +18.5% QTD..best Quarter in a Decade !  Big Japan AGM Week -Biz leaders get heat.</li>
<li>NUGGET. Kandenko(1942) set to benefit from the massive drive to decarbonize by  key client TEPCO.  Co is still trading below book, is net cash, with earnings set to grow !</li>
</ul>


OVERSEAS. SPX +0.4% AS Banks lead after passing Fed's stress test= PAYOUTS ! 2 Fed hikes more likely says Swaps markets; US 1Q GDP REVISED UP to 2%.
JAPAN. NKY Futs +0.3% vs Cash; USDJPY 144.8; End of Month/Quarter; Flat NKY Today = +18.5% QTD..best Quarter in a Decade !  Big Japan AGM Week -Biz leaders get heat.
NUGGET. Kandenko(1942) set to benefit from the massive drive to decarbonize by  key client TEPCO.  Co is still trading below book, is net cash, with earnings set to grow !


Ohayo Japan |NUGGET: Tepco ¥9 Trillion on Decarbonization - Boon for KANDENDO

<ul>
<li>OVERSEAS. SPX -0.4% down again; NASDAQ -1.4%  as hope for early rate cuts fade with sticky inflation;   Russian political drama continues spurring geopolitical uncertainty; Raft of Tesla -6% rating downgrades. </li>
<li>JAPAN. NKY futs -0.4% vs Cash;  USDJPY 143.5 steady as Japanese officials start verbal intervention; BOJ official wants review of YCC; Deal effectively done JSR(4185) to be taken private</li>
<li>NUGGET.  Japanese Auto majors are ramping up on software engineer headcount to respond to the critical software requirement of EVs.  Internal retraining is proceeded a pace, but the question remains..</li>
</ul>


OVERSEAS. SPX -0.4% down again; NASDAQ -1.4%  as hope for early rate cuts fade with sticky inflation;   Russian political drama continues spurring geopolitical uncertainty; Raft of Tesla -6% rating downgrades. 
JAPAN. NKY futs -0.4% vs Cash;  USDJPY 143.5 steady as Japanese officials start verbal intervention; BOJ official wants review of YCC; Deal effectively done JSR(4185) to be taken private
NUGGET.  Japanese Auto majors are ramping up on software engineer headcount to respond to the critical software requirement of EVs.  Internal retraining is proceeded a pace, but the question remains..


Ohayo Japan |SPX Down (Again)  As Rates Cut Bets Fade; NUGGET: JP OEMs Race for Software Engineers

<ul>
<li>OVERSEAS. SPX -0.5% with Tech highflyers bearing the run of the decline; Fed Chair Powell thinking two more hikes this year; Tesla downgraded as rally not backed back fundamentals</li>
<li>JAPAN. NKY Futs -0.1% Disc to Cash;  Expect Japan tech to take the signal from the US; Kishida vow to deliver on wage growth; Panasonic and Mazda do battery deal</li>
<li>NUGGET.  Mitsubishi Motors(7211) - Issues in China fully capture the stuggles for OEMs without a competitive BEV product/strategy. </li>
</ul>


OVERSEAS. SPX -0.5% with Tech highflyers bearing the run of the decline; Fed Chair Powell thinking two more hikes this year; Tesla downgraded as rally not backed back fundamentals
JAPAN. NKY Futs -0.1% Disc to Cash;  Expect Japan tech to take the signal from the US; Kishida vow to deliver on wage growth; Panasonic and Mazda do battery deal
NUGGET.  Mitsubishi Motors(7211) - Issues in China fully capture the stuggles for OEMs without a competitive BEV product/strategy. 


Ohayo Japan| Powell Drives Fear into Equities/Tech; NUGGET: Mit Motors(7211)-Fruitless Uphill Climb

<ul>
<li>OVERSEAS.  SPX -0.5% with most Sector in the Red; Residential Construction STRONG; China Rate Cut disappoints; TESLA +5.3% bags Rivian for Charging Network.</li>
<li>JAPAN. NKY Futs -0.9% vs Cash; Blackrock's Fink say Japan benefitting from China Flight; Labor market loosing as JP workers shying away from liftime employment; Yamato HD exits mail delivery</li>
<li>NUGGET. Nintendo(7974) - Doing a Disney..using its IP…Now Mario out, Rumour are "Legend of Zelda" Movie in the works.. </li>
</ul>


OVERSEAS.  SPX -0.5% with most Sector in the Red; Residential Construction STRONG; China Rate Cut disappoints; TESLA +5.3% bags Rivian for Charging Network.
JAPAN. NKY Futs -0.9% vs Cash; Blackrock's Fink say Japan benefitting from China Flight; Labor market loosing as JP workers shying away from liftime employment; Yamato HD exits mail delivery
NUGGET. Nintendo(7974) - Doing a Disney..using its IP…Now Mario out, Rumour are "Legend of Zelda" Movie in the works.. 


Ohayo Japan| US Back to an Equity Sell Off; NUGGET: Nintendo(7974) - Set to Track Disney's Success ?

Japan

Panasonic Corporation manufactures electric and electronic products. The Company produces home appliances, car navigation systems, digital devices, computer peripherals, telecommunications, industrial equipment, and electronic parts. Panasonic has associated companies around the world.

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Panasonic Corp (6752 JP)

Ohayo Japan | Bull Mkt - Nasdaq 100 Stunning +39%YTD ! NUGGET: Toyota(7203) BEV Strategy - A Defense

Strong US Close despite the spectre of inflation/Fed hikes; NKY Futs +0.7% vs Cash; USDJPY 144.3; Tokyo May Inflation print 3.2% - BOJ's next...

Mark Chadwick

Ohayo Japan |NUGGET: Tepco ¥9 Trillion on Decarbonization - Boon for KANDENDO

SPX up lead by Banks; NKY Futs +0.3% vs Cash; USDJPY 144.8; End of Month/Quarter; Flat NKY Today = +18.5% QTD..best Quarter in a Decade ! Big...

Mark Chadwick

Ohayo Japan |SPX Down (Again) As Rates Cut Bets Fade; NUGGET: JP OEMs Race for Software Engineers

NKY futs -0.4% vs Cash; USDJPY 143.5 steady as Japanese officials start verbal intervention; BOJ official wants review of YCC; Deal effectively...

Mark Chadwick

Ohayo Japan| Powell Drives Fear into Equities/Tech; NUGGET: Mit Motors(7211)-Fruitless Uphill Climb

Powell sees 2 more hikes; NKY Futs -0.1% Disc to Cash; Expect Japan tech to take the signal from the US; Kishida vow to deliver on wage growth;...

Mark Chadwick

Ohayo Japan| US Back to an Equity Sell Off; NUGGET: Nintendo(7974) - Set to Track Disney's Success ?

US Back - in the Red despite strong housing; NKY Futs -0.9% vs Cash; Blackrock's Fink say Japan benefitting from China Flight; Yamato HD exits mail...

Mark Chadwick

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