Japan Morning Connection: Rescinding of US Chip Restrictions to Send JP Semi Plays Higher
Upside for chips and semi-cap as US eases export curbs, poor outlook for Softbank as ARM drops 10%, Japanese shipbuilding expertise may be used as...
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Japan Funds:Â Extreme Stocks
We screen for Japanese companies at the extreme ends of their positioning or momentum ranges among active Japan equity funds.
682 Views
JPX Margin Trading Weekly (Sep 4th): Kioxia, SoftBank, Advantest, Fujikura, Mitsubishi UFJ Financial
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), SoftBank (9984 JP), Advantest (6857 JP),...
112 Views
Mech-Mind (梅卡曼德) IPO Trading
We analyze Mech-Mind's USD 300m Hong Kong IPO. We look at deal terms and track records of cornerstone investors and sponsors. We would participate...
101 Views
Mech Mind Robotics IPO: Displaying Perfect “Eye-Brain-Hand” Coordination For Investors
Mech Mind launched Hongkong IPO to raise nearly HK$ 2.4B for R&D, product portfolio, global presence and production capacity. Fundamentally worth...
101 Views