Japan Morning Connection: Power/Analog Names Drive SOX Higher, Defence Down
​Analog Devices' positive numbers should help the likes of Rohm and Fuji Electric. SMCI continues to move up. Sanken Electric sees gains following...
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JX Advance Metals Pre-IPO - The Negatives - Isn't There Yet
JX Advance Metal’s (JXAM) parent, ENEOS Holdings (5020 JP), is looking to raise US$2.6bn in its Japan IPO. In this note, we talk about the not-so...
659 Views
JX Advance Metals Pre-IPO - The Positives - Transforming
JX Advance Metal’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn via selling some of its stake in JXAM's Japan IPO. In this...
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Japan Morning Connection: Selective Squeezes May Continue with Japan Back from Holiday
​US semi onshoring boosted by positive comments on US production, SMCI points to big upside for 2026, Shiseido misses numbers but could bright...
224 Views
Japan Morning Connection: Mixed Read from the US but Direction Pointing Higher
Skyworks priced in poor outlook for its Apple business. Market sets a better tone for power/anolog semi related. Any weakness in Tokyo Electron a...
239 Views