Ohayo Japan|Equities Bid Ahead of CPI Print; NUGGET:China Semi Derisking - The Winner Is…Yes, Japan!
SPX bid ahead of CPI as soft landing narrarive dominates; NKY Futures +0.4% vs Cash; USDJPY 140.3; Markets start coalesing around BOJ policy shift;...
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Ohayo Japan| Fed Rate Hike End in Sight; NUGGET: More Women on Boards = Higher Valuations?
SPX gains as end of Fed hike cycle in sight; NKY Futs +0.4% vs Cash; USJPY 141.3; "New" NISA eligible funds expand; JP investors buy record...
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Plus Alpha Consulting Placement - Pulling Out All Stops for Deal Success as Insiders Are Selling
Three shareholders of Plus Alpha Consulting (4071 JP) (PAC) aim to raise around US$230m via selling over 26% of the company.
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Ohayo Japan | Weak Payrolls=Lower Rates; Weaker USD; NUGGET:Heat Pumps-The Future of Cooling/Heating
Weaker Payrolls drive rates down - a bit; Weaker USD; NKY Futs flat vs Cash; USDJPY 142.2; JP companies struggle to lift ROE due to expanding...
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Socionext Placement - Valuation More Reasonable but past Secondary Offerings Have a Mixed Record
Three shareholders of Socionext (6526 JP) aim to raise around US$1.4bn via selling all of their shares in Socionext. In this note, we look at the...
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