Good Morning Japan |Equities Waver on Hot PPI Print/Higher Rates; Telsa: Good Vs Bad; ARM IPO Risk?
Japan likely to start low post US sell off overnight. The NKY is still up 6.1% YTD, so shedding off 100bps isn't a biggie. PM Kishida still in the...
403 Views
Rakuten Bank IPO Early Look - The Negatives - Is Already Slowing Down
Rakuten Bank, the online banking arm of Rakuten Inc (4755 JP), aims to raise around US$500m in its Japan listing in April 2023. In this note, we...
566 Views
REPT BATTERO Energy Pre-IPO - The Negatives - Is Only Now Aiming for Sustainable Profits
REPT BATTERO Energy (REPT HK) is looking to raise US$1bn in its upcoming Hong Kong IPO. In this note we talk about the not-so-positive aspects of...
402 Views
Good Morning Japan |SPX Holds Key 4100 Level in Choppy Session Post CPI; EVs-Where Are the Japanese?
CPI leaves markets confused, but Beta and cycliclals bid anwyay. Nikkei Futures +0.5% vs Cash; BOJ Governor designate nominated but with weak GDP...
268 Views
Good Morning Japan |Beta BACK-Ahead of CPI; Citizen Watch LEADS=>Massive Buyback; Toyota EV Shift?
JGB at 2% next year ? So says Koll; Citizen Watch shakes things up with Massive Buyback. JGB at 2% next year ? So says Koll; Citizen Watch shakes...
233 Views