Japan Morning Connection: Tech Dip Buying Likely After Wobble from Takaichi Political Challenge
Softbank may see upside from US Quantum Computing surge. Tesla scaling back production plans for Optimus may cause some pullback in Harmonic Drive....
548 Views
Japan Morning Connection: US Higher Despite Upcoming Govt Shutdown and Potential Delayed Jobs Data
Asics may catch the market's attention again with news of added shareholder perks. China's export restrictions a positive for Harmionic Drive.
296 Views
Japan Morning Connection: Tech Juggernaut Continues with No Signs of a Slowdown
Market expecting Elon Musk to have something up his sleeve after buying 1bl worth of Tesla Stock. New catalysts for AI memory may oush NAND names...
227 Views
The Humanoids Are Coming… But When?
Almost a year ago, I wrote a report titled “Humanoids are coming and this overlooked stock could be their Nvidia”. As the move to mass production...
265 Views
Robotis - Rights Offering of 100 Billion Won
Robotis announced a rights offering of 100 billion won. The expected rights offering price is 74,100 won per share (12.8% lower than current...
449 Views