Japan Morning Connection: Tesla Front Loading and IBM's Red Hat Failing to Impress Markets
Foreign Minister Moteigi's comments may lift drone companies. IBM falling after earnings may dent sentiment for the likes of Fujitsu and NEC.
678 Views
Japan Morning Connection: So Far Takaichi as PM Is Turning Out to Be a Sell the Fact Moment
Power and analog semi's may take a hit after Texas Instruments fell after hours. May be a buy the dip opportunity for Rohm, Fuji Elec and Renesas....
557 Views
Japan Morning Connection: ASML Sets the Tone for More AI Upside to Start in Japan
ASML numbers sent Japanese SPE higher in the afternoon. Memory names continued higher. Defence and utilities traded better as chances look better...
569 Views
Japan Morning Connection: Sakae Takaichi Win Pulls Japan to the Right
Takaichi's right wing political views support a more aggressive millitary, making the heavies likely early buys. Expect utilities to do well,...
264 Views
Japan Morning Connection: Tech Takes a Breather but Marvell Doubles Down with Announced Buyback
Global defense names did well after Trump's comments of support for Ukraine. Marvell jumped after management announced a $1bn accelerated buyback.
282 Views