Japan Morning Connection: AI Binge Buying Should Continue in Japan
US gains in semiconductor and DC related should drive continued upside in Japan. Surges in wire and cable plays. HAMR rollout should boost memory...
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Japan Morning Connection: Tech Set to Rebound as Dell After-Market Print Sets Positive Tone
Tech selloff contained, Dell beats with strong outlook for AI servers, Tepco's $3.2bn upgrade plan positive for wire/cable names.
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Nippon Rietec's (1938) Gangbusters TOPIX Inclusion
On 19 February, we published an insight on the just-announced news of small cap Nippon Rietec (1938 JP)'s ascension to the TSE's First Section....
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Smartkarma Originals
A Potential Asian LBO Screening System
With a relatively full slate of large value takeovers in Developed Asia in the past year - often by parents but also by buyout funds - and the...
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Could Trump Add to Consolidation Pressure on Japan's Auto Industry
On the 4th of February the Nikkei reported that Toyota Motor Corp (7203 JP) and Suzuki Motor Corp (7269 JP) were in discussions regarding an...
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