Semiconductor WFE. China Retains #1 Spending Slot In Q225, US Mulls Yet Further Sweeping Sanctions
Remedies like China country-wide bans, bans on related components, consumables & deploying "incentives & leverage" on allies so they follow suit....
699 Views
Kokusai Electric Placement - Unexpected Seller but Relatively Small Deal
Applied Materials (AMAT US) is looking to raise approximately US$330m through an accelerated secondary offering for around 4.5% of Kokusai Electric...
923 Views
JPX Margin Trading Weekly (Oct 3rd): IHI, Nippon Steel, Nitori, Ai Robotics
We analyzed JPX margin trading positions report for the past week and highlighted IHI (7013 JP), Nippon Steel (5401 JP), Nitori (9843 JP), Ai...
549 Views
Japan Morning Connection: AMAT Expecting Hit from China Export Restrictions May Take Shine off SPE
AMAT expecting a $710m hit to its revenue from new US export restrictions which may dampen Japan SPE somewhat. Expect another jump higher for...
261 Views
Japan Morning Connection: No Hoots Given as Market Beelines for Hyper Risk-On as Govt. Shuts Down
Expect the squeeze for pharma to continue off the open. Dell's jump up may help the likes of Fujitsu and NEC. Lam Research sets a more positive...
292 Views