In today’s briefing:
- Japan Weekly | A Happy New Year
- Boeing 737 MAX 9 and MAX-8200 Grounded: Implications And Opportunities
Japan Weekly | A Happy New Year
- TOPIX rose by 1.15% over the past 5 trading days, which is an impressive performance given the negative news flow
- Securities companies such as SBI (+7.7%), Daiwa (+7.1%) and Nomura (+6.3%) performed well on expectations that they would do well from the change in NISA regulations.
- We highlight again the outperformance of value versus growth again over the past 5 days.
Boeing 737 MAX 9 and MAX-8200 Grounded: Implications And Opportunities
- Alaska Air Flight 1282 had an in-flight blowout of its mid-aft door and interior sidewall; the aircraft returned and landed safely, and there were no injuries or fatalities
- The U.S. Federal Aviation Administration (FAA) has ordered a temporary grounding of the affected aircraft model, and we think other countries will follow suit soon
- These stocks will likely be under shorts attack on Monday: Boeing (BA US), Alaska Air (ALK US), Ryanair (RYA ID) and United Airlines (UAL US)
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