In today’s briefing:
- International Education Stocks: Surging Student Volumes
- Japan Weekly | Citizen Watch, Asahi, Recruit, Mercari, Shimano
International Education Stocks: Surging Student Volumes
- Recovery in face-to-face education stocks will accelerate as Chinese international students return on-campus
- International K-12 schools will perform strongly as hubs like Dubai and Singapore are booming.
- Service providers like IDP Education (IEL AU), Flywire Corp (FLYW US); schools like Taaleem; and tertiary China Education Group (839 HK) , Laureate Education (LAUR US), and Icollege Ltd (ICT AU) will outperform.
Japan Weekly | Citizen Watch, Asahi, Recruit, Mercari, Shimano
- Japanese stocks ended the week down around 60bps. Global risk assets down on stronger US economic data and rate hike fears
- Japan posted its largest trade deficit since 1979. The Japanese yen weaker at 134.5/$
- We highlight the stocks that moved the market over the past week
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