Japan Morning Connection: Tech Dip Buying Likely After Wobble from Takaichi Political Challenge
Softbank may see upside from US Quantum Computing surge. Tesla scaling back production plans for Optimus may cause some pullback in Harmonic Drive....
548 Views
Japan Morning Connection: US Govt Rumored to Be Looking at Taking Stake in Wolfspeed
Tech and AI bounce back after pullback the day before, flash/NAND related especially strong. WOLF a potential target for the US Government to take...
723 Views
Kokusai Electric Placement - Unexpected Seller but Relatively Small Deal
Applied Materials (AMAT US) is looking to raise approximately US$330m through an accelerated secondary offering for around 4.5% of Kokusai Electric...
921 Views
Japan Morning Connection: Semi's Correct Finally, but Already Seeing Dip Buying off Lows Overnight
Advantest may emerge as an SPE sector relative short. May be a chance to double dip on wafer companies after a US wafer testing firm dropped 17.4%.
475 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,...
188 Views