Daily BriefsThematic (Sector/Industry)

Daily Brief Thematic (Sector/Industry): Ohayo Japan | US Stocks +6% in Nov; +26% YTD and more

In today’s briefing:

  • Ohayo Japan | US Stocks +6% in Nov; +26% YTD
  • Japan Morning Connection: Japan SPE Set for More Upside


Ohayo Japan | US Stocks +6% in Nov; +26% YTD

By Mark Chadwick

  • US stocks soared to record highs on Friday, capping off their best month in a year.
  • Chubu Electric Power Company’s Chairman urged the Japanese government to maximize nuclear power utilization in its upcoming Strategic Energy Plan
  • Denso and Fuji Electric will jointly invest $1.4bn in producing energy-efficient silicon carbide power semiconductor devices for EVs in Japan

Japan Morning Connection: Japan SPE Set for More Upside

By Andrew Jackson

  • US semi-cap names jump as markets delayed pricing in report China restrictions will be tempered.
  • Shiseido restructuring briefing the numerical targets enough to stem the bleeding?
  • TGA around the corner should see focus on Japanese game developers, including Nexon which has been heavily sold post earnings.

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