Japan Morning Connection: SPE Continues to Be Under Pressure
​Mixed signals for semi's with positive news from ASML while AMAT numbers dissapoint. EV tax credit cuts impact Tesla, Rivian, and power semi's....
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Japan Morning Connection: Market Reflects Concerns over Tomorrow's CPI Print
Profit taking ahead of CPI report, TEL shows WFE growth despite its pivot away from China, Softbank's SVF shows strong unreaslised gains on its...
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Japan Morning Connection: Strong Earnings from Sony's Games and Sensors
​Tesla's move may boost Panasonic sentiment, Lumentum's strong numbers will benefit optical plays, Sony reports good numbers driven by games and...
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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: Recruit's 20% ADV Buyback Should Run Out of Bullets Early Nov
​Intuitive Surgical's success with Da Vinci robot sets good tone for Sysmex; R/E related surge with Blackstone; Recruit's buyback potential may be...
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