Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS:  US Equities rise for the first week in four; Jackson Hole: Powell leaves open possibility of further hikes/ECB's Largarde strikes hawkish tone for EU;  China's Economic Pain to Continue</li>
<li>JAPAN: NKY Futures +0.7% Premium vs Cash; USDJPY 146.4; BOJ's Ueda at Jackson Hole says Japan inflation below target; Kishida's Approval rating improves; Japan to double EV Charging Stations. </li>
<li>JAPAN X: Japan Post Bank's Trillion Yen Boost set to propel the Japan start up ecosystem to new highs - while creating a new revenue stream for the bank.  </li>
</ul>


OVERSEAS:  US Equities rise for the first week in four; Jackson Hole: Powell leaves open possibility of further hikes/ECB's Largarde strikes hawkish tone for EU;  China's Economic Pain to Continue
JAPAN: NKY Futures +0.7% Premium vs Cash; USDJPY 146.4; BOJ's Ueda at Jackson Hole says Japan inflation below target; Kishida's Approval rating improves; Japan to double EV Charging Stations. 
JAPAN X: Japan Post Bank's Trillion Yen Boost set to propel the Japan start up ecosystem to new highs - while creating a new revenue stream for the bank.  


Ohayo Japan|US Equities Gain Post Powell's Speech; JAPAN X: JP Bank's $7bn Boost for Local Startups

<ul>
<li>A sharp reversal for Japanese stocks on Friday ahead of Jackson Hole, after four straight days of gains</li>
<li>Weak PMIs globally point to a cooling of economic activity, but Powell's speech was fixated on inflation</li>
<li>Advantest was slammed 10% on Friday following a reversal in Nvidia shares, which initially spiked on record quarterly earnings. </li>
</ul>


A sharp reversal for Japanese stocks on Friday ahead of Jackson Hole, after four straight days of gains
Weak PMIs globally point to a cooling of economic activity, but Powell's speech was fixated on inflation
Advantest was slammed 10% on Friday following a reversal in Nvidia shares, which initially spiked on record quarterly earnings. 


Japan Weekly | Advantest, Nihon M&A, Sumi Pharm

<ul>
<li>OVERSEAS.  S&amp;P500 Up again, closing +0.4% ahead of Fed and a slew of earnings; Energy, Fincl lead on higher crude px,  Higher UST ylds; Hopes fade for big China stimulus</li>
<li>JAPAN. NKY Fut +0.1% vs Cash; USDJPY 141.4; Hunt for real yields as JP retail bets on high ylding currencies; BOJ may  lift inflation view; TSE ramps up pressure</li>
<li>NUGGET. Tokyo Steel (5423) - First Japan Beneficiary of the Shift to Low Carbon Steel.</li>
</ul>


OVERSEAS.  S&amp;P500 Up again, closing +0.4% ahead of Fed and a slew of earnings; Energy, Fincl lead on higher crude px,  Higher UST ylds; Hopes fade for big China stimulus
JAPAN. NKY Fut +0.1% vs Cash; USDJPY 141.4; Hunt for real yields as JP retail bets on high ylding currencies; BOJ may  lift inflation view; TSE ramps up pressure
NUGGET. Tokyo Steel (5423) - First Japan Beneficiary of the Shift to Low Carbon Steel.


Ohayo Japan|SPX Up Again...On Peak Rates?; NUGGET: Tokyo Steel(5423) - Green Demand Steel a Reality!

<ul>
<li>OVERSEAS. SPX new 52W highs on Bank earnings, AI (thx to MSFT), and Resilient Retail print; MSFT prices Copilot at high end; US bank CEOs showing optimism. </li>
<li>JAPAN. NKY Futures +0.8% vs Cash; USDJPY 138.8; Look for continued follow through in Japan equity bid; Bank bid thematic gaining more traction on BOJ tweak view;   Kishida cabinet reshuffle?</li>
<li>NUGGET. Isuzu(7202) - Big EV Spending but Still looks Cheap at 1x PBR. A 15% FY3/26 ROE as per mid term plan makes this look interesting for LT investors here.</li>
</ul>


OVERSEAS. SPX new 52W highs on Bank earnings, AI (thx to MSFT), and Resilient Retail print; MSFT prices Copilot at high end; US bank CEOs showing optimism. 
JAPAN. NKY Futures +0.8% vs Cash; USDJPY 138.8; Look for continued follow through in Japan equity bid; Bank bid thematic gaining more traction on BOJ tweak view;   Kishida cabinet reshuffle?
NUGGET. Isuzu(7202) - Big EV Spending but Still looks Cheap at 1x PBR. A 15% FY3/26 ROE as per mid term plan makes this look interesting for LT investors here.


Ohayo Japan | Bullish Banks, Ai , US Consumer; NUGGET: Isuzu(7202) - EV Outlook Better for Trucks

<ul>
<li>OVERSEAS.  SPX hit 52W highs as Yellen sees no US Recession;  Rates fall on "inflation behind us" narrative; Global HF unwind bearish US positions; EV WARS as Ford Slashes prices.  </li>
<li>JAPAN.  NKY Futures -0.2% vs Cash; USDJPY 138.7%; Japan Back after Marine Day Holidays to lower US rates, stronger yen, Weaker China, and Tech bid; Blackrock lifts Japan stock outlook </li>
<li>NUGGET.  JAL(9201) Double Winner(Margins+Emmissions) with Fleet Upgrade. Share price has run, but strong tailwinds on demand and operational efficiency. Watch for pullback to pick up.</li>
</ul>


OVERSEAS.  SPX hit 52W highs as Yellen sees no US Recession;  Rates fall on "inflation behind us" narrative; Global HF unwind bearish US positions; EV WARS as Ford Slashes prices.  
JAPAN.  NKY Futures -0.2% vs Cash; USDJPY 138.7%; Japan Back after Marine Day Holidays to lower US rates, stronger yen, Weaker China, and Tech bid; Blackrock lifts Japan stock outlook 
NUGGET.  JAL(9201) Double Winner(Margins+Emmissions) with Fleet Upgrade. Share price has run, but strong tailwinds on demand and operational efficiency. Watch for pullback to pick up.


Ohayo Japan|Equities Cruise on No Recession Narrative; NUGGET: JAL(9201) A Double Winner

Japan

DAIKIN INDUSTRIES, LTD. manufactures air conditioning equipment for household and commercial use.  The Company also produces fluorine chemical products such as fluorinated hydrocarbon gas and shells and warheads for defense industry.

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Daikin Industries (6367 JP)

Ohayo Japan|US Equities Gain Post Powell's Speech; JAPAN X: JP Bank's $7bn Boost for Local Startups

US Market post first gain in 4 weeks; Fed/ECB heads strike hawkish tone at Jackson Hole; NKY Futures +0.7% Premium vs Cash; USDJPY 146.4; BOJ's...

Mark Chadwick

Japan Weekly | Advantest, Nihon M&A, Sumi Pharm

Japan this week: Topix +1.3% at 2,266. Nikkei +0.2% at 31,624, USD/JPY +0.8% at 146.4. The notable loser this week was Advantest, following...

Mark Chadwick

Ohayo Japan|SPX Up Again...On Peak Rates?; NUGGET: Tokyo Steel(5423) - Green Demand Steel a Reality!

SPX up again head of Fed; Earnings. NKY Fut +0.1% vs Cash; USDJPY 141.4; Hunt for real yields as JP retail bets on high ylding currencies; BOJ may ...

Mark Chadwick

Ohayo Japan | Bullish Banks, Ai , US Consumer; NUGGET: Isuzu(7202) - EV Outlook Better for Trucks

US equities hit new highs on bank and AI optimism; NKY Futures +0.8% vs Cash; USDJPY 138.8; Bank bid thematic gaining more traction on BOJ tweak...

Mark Chadwick

Ohayo Japan|Equities Cruise on No Recession Narrative; NUGGET: JAL(9201) A Double Winner

SPX hit 52W highs as no recession/inflation behind us narrative dominates; NKY Futures -0.2% vs Cash; USDJPY 138.7%; Japan to lower US rates,...

Mark Chadwick

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