Japan Morning Connection: Risk-On Mood Accelerates on AI and Tech Dip Buying
European Commission's ban on ZTE and Huawei benefits NEC. Law change for investments into nuclear power and electrical grids will be a positive for...
266 Views
Merger Arb Mondays (10 Nov) - Soft99, Digital Holding, Saint-Care, ANE, ENN Energy, Mayne, AUB
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
510 Views
Japan Infrastructure Fund (9287JP): Mizuho Leasing (8425 JP)’s Tender Offer Is Light but Likely Done
The offer is light, as it is below book value and the midpoint of the IFA-adjusted book valuation range. However, a dispersed shareholder register...
453 Views
Japan Morning Conection: Aggressive Dip Buying Sends Many Mainstay AI Names to New Highs
Socionext jumped to recent highs on Friday but tanked after numbers missed. Qualcomm was a beat after hours and should set a positive tone for...
182 Views
Japan Morning Connection: AI Related Earnings from Fri and a Strong Tape Set to Send JP Higher
Any weakness for Screen may be an opportunity to buy. Socionext's poor earnings may lead it to give back its large gains from Friday. SEI expected...
555 Views