Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Equity Capital Markets

Japan Electronic Materials / Equity Capital Markets

<ul>
<li>With the huge boom in AI, the wafer, semiconductor, and SPE space has gone bonkers.Many stocks are up 5x, 10x, even 50x in the last months and years.</li>
<li>
<a href="https://www.smartkarma.com/entities/japan-electronic-materials" target="_blank" data-smartkarma-citation="entities:14516:1" rel="noopener">Japan Electronic Materials (6855 JP)</a> makes probe cards for wafer/IC testing. (between etch and dicing). The stock is up. Comps are up even more (and are expensive).</li>
<li>4 weeks ago, they revised up earnings, divs, and announced a new plant. Shares rose 100% in 3wks. Then a week ago, they announced an equity offering to fund it.</li>
</ul>


With the huge boom in AI, the wafer, semiconductor, and SPE space has gone bonkers.Many stocks are up 5x, 10x, even 50x in the last months and years.

Japan Electronic Materials (6855 JP) makes probe cards for wafer/IC testing. (between etch and dicing). The stock is up. Comps are up even more (and are expensive).
4 weeks ago, they revised up earnings, divs, and announced a new plant. Shares rose 100% in 3wks. Then a week ago, they announced an equity offering to fund it.


[Japan Offering] Japan Electronic Materials (6855 JP) - More Money for More Probe Cards

Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Intel reportedly producing chips for Apple should also help Ibiden.</li>
<li>Kioxia shakes off Bain selling although there looks to be plenty of upside yet after recent correction.</li>
<li>China tensions simmer further over the w/e positive for defense, negative for tourism related.</li>
</ul>


Intel reportedly producing chips for Apple should also help Ibiden.
Kioxia shakes off Bain selling although there looks to be plenty of upside yet after recent correction.
China tensions simmer further over the w/e positive for defense, negative for tourism related.


Japan Morning Connection: Strong Month-End for Tech Sets Japan up for a Solid Start to Dec

Japan

JAPAN ELECTRONIC MATERIALS CORPORATION manufactures and markets probe cards used for semiconductors.  The Company also makes electronic parts and environmental products, which include heaters and electron guns for cathode ray tube (CRT) displays, filaments for electron tubes, ozone generating equipment, and antibacterial gel.

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Japan Electronic Materials (6855 JP)

[Japan Offering] Japan Electronic Materials (6855 JP) - More Money for More Probe Cards

Japan Electronic Materials is a presence in the probe card business. Not as big as FormFactor or Technoprobe, but also not nearly as expensive. Now...

Travis Lundy

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...

Andrew Jackson

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