Japan Morning Connection: Risk-On Sentiment and Yen Weakness to Drive the NKY Higher
Risk on sentiment ahead of CPI print and yen weakness to drive up NKY, gains during Chinese Golden week bode well for Isetan Mutsukoshi, Cat 5...
265 Views
Japan Morning Connection: HK Futures off the Lows Should Point to Upside for China Related Names
NVDA +4.1% on comments from Hon Hai that demand for Blackwell chips was ‘crazy’, Oil related will follow US lower, HK futures off the lows should...
229 Views
Japan Morning Connection: Oil Through $80 While P&C Take a Hit on Hurricane Milton
Positive sales numbers and new product launches from SMCI could benefit Nidec; P&C weakness expected due to Hurricane Milton; Oil above $80...
202 Views
Hamamatsu Photonics Placement - Peculiar Timing
Toyota Motor (7203 JP) aims to raise around US$190m via selling over a 4% stake in Hamamatsu Photonics Kk (6965 JP). The timing of the selldown...
327 Views
Yamaha Motors (7272 JP) - Secondary Offering as Toyota Sells Down - Easy To Digest
Toyota and Yamaha Corp and MS&AD will sell down 4.6% of Yamaha Motors, which has not bounced as much as peers from the USDJPY and equity selldown....
516 Views