Japan Morning Connection: Tech Set to Rebound as Dell After-Market Print Sets Positive Tone
Tech selloff contained, Dell beats with strong outlook for AI servers, Tepco's $3.2bn upgrade plan positive for wire/cable names.
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Japan Breaking Out; EM Remains Leadership
Major global indexes continue to trend higher and are devoid of bearish inflections. As a result, we remain bullish and we continue to recommend...
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🇯🇵 JAPAN • Four Quadrants - Ex-Growth Sells
EX-GROWTH SELLS - In the DETAIL section below, we shall review the current Ex-Growth Sells. The is the last Insight in this four-part mini-series.
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Nippon Rietec's (1938) Gangbusters TOPIX Inclusion
On 19 February, we published an insight on the just-announced news of small cap Nippon Rietec (1938 JP)'s ascension to the TSE's First Section....
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Smartkarma Originals
A Potential Asian LBO Screening System
With a relatively full slate of large value takeovers in Developed Asia in the past year - often by parents but also by buyout funds - and the...
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