Primer: Jeol Ltd (6951 JP) - Aug 2026
JEOL Ltd. is a leading global manufacturer of high-end scientific and metrology instruments, industrial equipment, and medical equipment, with a...
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Japan Strategy Weekly | AI Winners Held Hostage to US Bond Yields
Japanese AI winners are enjoying a powerful capex boom, but their valuations are increasingly hostage to US long-term yields and Treasury policy.
109 Views
Japan Morning Connection: Huge Earnings After Hours All Point to Increased AI Capex Spending
Meta is surging +11% after reporting 1Q sales guidance. Tesla plans to invest $2bn in Musk’s xAI. Expect whole SPE ecosystem in Japan to be sharply...
264 Views
Japan Morning Connection: Power/Analog Semi Names Leading Tech Higher once Again
Onsemi +6.1% setting a good tone for JP peers. Japaenese satallite names performing well ahead of Japan's MoD announcement.
385 Views
Japan Morning Connection: Coreweave +25% and Numbers from HP Enterprise Sets Positive Semi Tone
Kadokawa and Bandai Namco attractive as longs, may be increased focus on derivative wire and cable plays as well as Japan's EUV related.
388 Views