Japan Bullishly Inflecting; Constructive Outlook Intact; Global Pullback Likely Over
The MSCI $ACWI briefly fell below our $90.50 support but quickly reclaimed, suggesting a false breakdown and the likely end to this pullback in...
440 Views
Skylark Holdings: A Big Upgrade to Guidance Could Be on The Horizon
Skylark's annual operating profit could reach ¥20bn if revenues return to pre-COVID levels, which is significantly higher than consensus of ¥5.2bn...
353 Views
Japan's Governance: Equity Finance Update: Skylark (3197)
I would like to see the effects of the equity finance on whether same-store sales will recover successfully and whether the profit structure...
177 Views
Skylark Holdings: Japan Reopening Story Is Starting to Take Shape
The pent-up demand for leisure in Japan is even higher than it was in the US during March-July 2021. With foot traffic returning, we think Skylark...
237 Views
Asia Shorts: CGS, CTF, ASM Pac, PCCW, KyushuRail, Marui, HMM, Doosan, LG Chem, HMC, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
216 Views