The Point for Japan

This report covers corporate updates for Japanese companies including GS Yuasa, Daikin, and Suntory, alongside commentary on Japan's monetary policy and interest rate outlook.

Key Takeaways

• 1.GS Yuasa announced 20% or higher price hikes for replacement lead-acid batteries, expected to boost operating profit by over ¥5bn.
• 2.Suntory Beverage & Food announced price revisions for major products, aligning pricing with other beverage makers from November.
• 3.BoJ terminal rate outlook maintained at 1.50% with next hike expected in December; fiscal concerns weigh on duration.

Table of Contents

• Company
• Fixed Income

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