Primer: DISCO Corp (6146 JP) - Aug 2026
DISCO Corporation is a dominant player in the niche market of precision dicing, grinding, and polishing equipment, critical for the...
98 Views
DISCO Corporation (6146 JP): The Company That Refuses to Guide — Initiating BULLISH, FV ¥89,000
DISCO guides one half-year at a time, so the Street built numbers the company's own math never supported — and got it wrong today. We derived the...
148 Views
Japan Morning Connection: NVDA Disappoints
NVDA disappoints market, setting weak tone for Japanese tech names. Shiseido faces further earnings downside. Market pivots to value and domestic...
604 Views
Sep24 Nikkei 225 Rebal - Still 1 ADD (Ryohin Keikaku), 1 DELETE, and 1 Very Large Very Dark Horse
The Nikkei 225 Rebal for Sep24 has 3mos before the data cutoff. I still see one ADD and one DELETE. There is a possible dark horse ADD, and Fast...
744 Views
JGB Panic over for Now - Long SPE Short Banks Will Be Back in Focus Post Davos
Tech and AI stocks rise on optimism for future deals, Intel sees suspicious jump in stock price, Disco beats 3Q numbers with strong sales guidance...
205 Views