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.
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Japan Strategy Weekly | The Entertainment Boom
​Japanese equities fell this week, but Japan's entertainment stocks continue to surge amid a heating economy and rising bond yields.
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Why I think Japanese SaaS is undervalued
It’s been no secret that Japan has not been the most technologically forward society in the world…As a consumer, it was only a few years ago you’d...
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Shift Up IPO Lockup - US$1.2bn Lockup Release of Strategic, Employees and IPO Investors
Shift Up (462870 KS) raised around US$320m in its South Korean IPO, after pricing at the top. Around US$1.2bn worth of shares will be released from...
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Japan Morning Connection: Can JP Semi-Cap Names Continue to Buck the US Tech Weakness?
Rotation from momentum winners into oversold quality such as SPE, EU defense name strength may be positive for JP heavies, US power semi weakness...
307 Views