Japan Morning Connection: Heat Comes Out of AI While Homebuilders Rebound Sharply
JP defense names trading below their 2025 highs while global names run higher. Uniqlo's strong earnings release in Japan and Greater China bodes...
166 Views
Japan Morning Connection: Xi-Trump Semi-Truce Holds for Now
Trump holding off additional chip tarrifs on China for now. Disco has room to run on anticipation for new packaging and processing techniques.
343 Views
Japan Morning Connection: Strong Month-End for Tech Sets Japan up for a Solid Start to Dec
Sentiment for all things AI back on the rise, boosting glass fiber makers. A rebound for memory and Japanese SPE names. Kioxia may keep rising...
361 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...
881 Views
Japan Morning Connection: Market Meltdown as AI Wobble Turns into Freefall
Japan's outsized AI rally yesterday is expected to reverse sharply with previous big winners Advantest, Ibiden and Disco having a long way to fall....
295 Views