Primer: Sekisui House (1928 JP) - Sep 2025
Sekisui House is aggressively expanding its international presence, particularly in the U.S. market, through strategic acquisitions like M.D.C....
103 Views
Japan Morning Connection: Power/Industrial Semi Strength Offsets Relative Weakness for Tech Big Guns
Calls for an end of year rally growing, especially for tech. Some excitement for all things robot related. Could be room for Japanese FA laggards...
230 Views
Japan Morning Connection: Kioxia Weakness Unlikely to Last with Bain's 36m Shs Sale a Blip at Best
Big moves up from semi-cap names bodes well for Japan SPE, with Ibiden as a dip buying candidate. Kioxia may find support trading close to its 50...
624 Views
Japan Morning Connection: New Potential Fed Chairman Likely to Add Another Voice for 50 Bps Cut
NVDA and AMD fell lower with competition in AI chips, Bain plans to sell part of Kioxia stake, Socionext seems to have lost connection as a Google...
213 Views
Japan Morning Connection: Tech Skittish Ahead of NVDA but Memory Continues to Run
JP SPE rebound momentum likely to drop out following the shaky lead overnight. JR rails and hotel names may trade down following tensions with...
356 Views