Critical Mass - Japan's Nuclear Renaissance and the Supply Chain Stocks to Play It.
Many nuclear supply chain stocks limit up yesterday based on Kyodo news report that the 3rd tranche of the $550bn Japan–US investment package is...
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Japan Set to Follow on from Yesterday's Bullish Start to 2026
​Semi-Caps and defense stocks rise ahead of key events, while impact of China arrivals slowdown on Japan's economy may be limited.
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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: Cable and Optical Laggards in Focus as AI Strength Returns
Cable laggards SEI and Furukawa worth watching as AI strength returns. Softbank looks set to rebound on ARM's surge. Chiyoda looks well placed as...
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Japan Morning Connection: Defense in Focus as MoD Is Set to Name China as Most Serious Concern
Markets remain gun-shy ahead of SpaceX IPO this week. Defense heavies worth watching as MoD prepares to flag China as most serious concern in...
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