Japan Morning Connection: Furukawa, Fujikura May Find Support as US Weighs Ban on Chinese Optics
US considering ban on Chinese optical transceivers could benefit Furukawa and Fujikura. Pressure for telcos as Musk plans to take mobile customers...
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Japan Morning Connection: Risk-On Sentiment Remains as Trump Holds off on More Attacks
Heavily sold AI plays such as Ibiden, Advantest and Kokusai, look likely to continue higher despite the missed US tape given the more constructive...
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Japan Morning Connection: Risk-On Mood May Return as Red Sea Tensions Ease
Ibiden and TEL may be worth revisiting after Friday's overreaction, while memory SPE names Kokusai and Micronics could see support from CXMT's...
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Japan Morning Connection: AI Setup Remains Tepid but Kioxia May Catch a Bid with CXMT Oversubscribed
Kioxia may catch a bid on CXMT's oversubscribed IPO. TEL, Lasertec and Screen worth watching this week ahead of Intel earnings. Optical names may...
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Japan Morning Connection: Pressure Builds for Memory Names as Chinese Capacity Concerns Grow
While recent drops are starting to look excessive, its likely we are in for another frigid start to the days trading ahead of the long w/e for Japan.
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