In today’s briefing:
- Japan Weekly | Sankyo the Big Winner; New Activist Stake in Ishihara Chem
- China TMT Update-NTES/HK700/3690.HK/FUTU- NetEase Pipeline In Tokyo Game Show/Golden Week/Futu Japan
Japan Weekly | Sankyo the Big Winner; New Activist Stake in Ishihara Chem
- The broader Japanese equity index ended the week -2.2% lower; business activity is slowing at the same time global interest rates are likely to remain higher for longer.
- Despite the headline negativity, Sankyo put out some bullish 1H guidance, increased divs and executed a large buyback
- Nippon Active Value have gone substantial on Ishihara Chemical with a 5% stake
China TMT Update-NTES/HK700/3690.HK/FUTU- NetEase Pipeline In Tokyo Game Show/Golden Week/Futu Japan
- NTES US/HK 700: NetEase Reveals More Information About Future Game Pipeline at Tokyo Game Show (+)/(-)
- 3690.HK/TCOM: Meituan publishes early consumption data for the upcoming “Golden Week” Holiday (+)
- Futu Holdings : Futu Japan launched U.S. stock trading service
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