Good Morning Japan |US PPI Fuels Fed Pivot View = Bullish Equities
Good Morning Japan: We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in...
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Panasonic (6752) | Following the Yellow Brick Road to Battery Profits
The US Inflation Reduction Act will have a massively positive impact on Panasonic’s battery earnings for a decade. We see 25% upside on current...
235 Views
Socionext IPO Trading - Upsized IPO with Strong Demand. Peers Inched Downwards, but Upside Remains
Socionext (6526 JP) raised around US$463m in its Japan IPO. The IPO consisted of 100% secondary shares. In this note we will talk about the trading...
387 Views
Leapmotor IPO - Peers Recent Down Move Won’t Help
Leapmotor (LM) aims to raise around US$1.0bn in its Hong Kong IPO. LM is a smart EV company based in China, founded in 2015. In this note, we run...
342 Views
CALB Pre-IPO - Thoughts on Valuation
CALB aims to raise around US$1.5bn in its Hong Kong IPO. In this note, we talk about our earnings forecast and valuations estimates.
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