Japan Morning Connection: Sony Eyeing Elden Ring as a PS Exclusive to Counter CoD on Xbox?
​SMCI's strong performance and efforts to avoid delisting set positive tone for Nidec. Sony's potential acquisition of Kadokawa point to downside...
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Japan Morning Connection: Will Shiseido Hit New Multi-Year Lows?
​US semi-capex rebound positive for peers in Japan, but bad tone is set for SiC and MLCC related sectors. Shiseido may see new multi-year lows.
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Japan Morning Connection: Trump Names Rally in the Wake of Re-Election
Trump names rally while renewables sold heavily. Underperformance by semi-capex with high China sales may reflect in Japan SPE. Global defense...
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Japan Morning Connection: Markets Turning Surprisingly Risk-On Despite the Election Uncertainty
​Cummin's earnings a good read for DC-related power plays. Nintendo's miss may present a buying opportunity before new Switch announcement. JMDC...
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Japan Morning Connection: Palantir Sets Positve Tone for All Things AI
​Uncertain trading ahead of US vote likely to carry over to Japan. Palantir's big beat sets positive tone for AI. Can Ibiden rerate as an NVDA name...
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