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Monthly Archives: May 2026

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Yen Soften on BoJ’s Dovish Bet  

Written on May 29, 2026 at 7:17 am, by

Key Takeaways: *The Japanese Yen continued to weaken against the US Dollar as wide interest rate differentials and cautious BOJ policy supported ongoing capital outflows and carry trades. *Japan’s core CPI slowed to 1.4% YoY in April, below expectations and under the BOJ’s 2% target, reinforcing expectations for a gradual and cautious policy path. *StrongContinue Reading

SpaceX Equity Research: Business Model, Revenue Mix & Valuation Framework

Written on May 29, 2026 at 7:12 am, by

1. Core Investment Thesis SpaceX should not be analyzed solely as a traditional aerospace company. A better framework is: Key Analytical Conclusion SpaceX’s valuation is not primarily justified by rockets. It is justified by the possibility that Starlink becomes a global telecom-like infrastructure platform, supported by SpaceX’s unmatched launch capability. 2. Business Model Map 3.Continue Reading

Upcoming Weekly Adjustment on Index Dividend Notice

Written on May 29, 2026 at 7:04 am, by

Dear Valued Client, Please be advised that the dividends of the following index CFDs will be adjusted by upcoming ex-dividend dates. The comment for trading index CFDs will be in the following format “Div&<Product Name>&<Net Volume>” which show in the balance after the close of the day before the dividend payment date. Please refer toContinue Reading

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