Japan Morning Connection: Shutdown Concerns Brushed Aside as Govt Set to Close This Morning
A move higher for pharma after Pfizer made a deal with Trump, expect squeezy moves for heavily shorted JP names. A positive for memory plays, with...
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JPX Margin Trading Weekly (Sep 26th): Sanrio, Advantest, SoftBank, IHI, Kintetsu, Zensho
We analyzed JPX margin trading positions report for the past week and highlighted Sanrio (8136 JP), Advantest (6857 JP), SoftBank (9984 JP), IHI...
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Tekscend Photomask IPO - Thoughts on Valuation
Tekscend Photomask (429A JP)Â Â (429A JP), a manufacturer and distributor of semiconductor photomasks, aims to raise around US$830m in its Japan IPO....
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Tekscend Photomask IPO - Peer Comparison
Tekscend Photomask (429A JP), a manufacturer and distributor of semiconductor photomasks, aims to raise around US$830m in its Japan IPO. In this...
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Japan Morning Connection: AI and Tech Strength Cooling Ahead of Potential Govt Shutdown and EoQ
Memory names took a leg lower, setting a poor tone for JP peers. Medtech names took a hit with potential tarriffs and price capping pressures.
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