In today’s briefing:
- Last Week in Event SPACE: Hokuhoku, Origin Energy, KDDI, BoJ
Last Week in Event SPACE: Hokuhoku, Origin Energy, KDDI, BoJ
- If you are still long the Financial Group (8377 JP) from before, stay long.If you sold Hokuhoku from before, be long again, and buy on weakness
- Disaster for arb players as AusSuper rewrites the record books as an investor class and shoots down Brookfield’s sweetened Offer for Origin Energy (ORG AU).
- Kyocera (6971 JP) announced Q2 results and lowered its full-year forecast. Then the CEO said it was “reconsidering” what to do with KDDI (9433 JP) shares (after an AGM disaster).
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