Ohayo Japan |SPX Futs Gain on Memorial Day-Debt Optimism; NUGGET: Disruption Gets Real for JP Autos
US Memorial Holidays. NKY Futs +0.2% vs Cash; Likely further follow through to the Upside for Japan stocks on weak yen/debt deal prospects;...
342 Views
Ohayo Japan |SPX -1.1% as Equities Start to Heed Debt Risks; NUGGET: JP Autos- Painful EV Transition
US debt impasse continues - SPX fall -1.1% NKY Futs -0.9% vs Cash; Japan likely falls 2nd day ; JP Real Wages Fall most in 8 years; S&P Cuts...
255 Views
Rakuten US$2.4bn Placement - Recent Updates and Comparison to past Deals
Rakuten (4755 JP) aims to raise up to US$2.4bn (JPY323bn) via a global offering. In this note, we talk about the updates since our last note. and...
447 Views
Ohayo Japan |SPX Flat;Crunch Time on the Debt; NUGGET: GX Promotion Law - Decarbonization Boom Ahead
SPX flat. US faces Default by June 1 if no Debt deal; NKY Futs +0.4% premium vs Cash; Japan to tighten rules on Semi exports to China; Kansai...
221 Views
Rakuten US$2.4bn Placement - Larger than Rumored, Some Indications of Finality
Rakuten (4755 JP) aims to raise up to US$2.4bn (JPY323bn) via a global offering. In this note, we talk about the deal structure and the deal dynamics.
467 Views