Japan Morning Connection: AMAT Expecting Hit from China Export Restrictions May Take Shine off SPE
AMAT expecting a $710m hit to its revenue from new US export restrictions which may dampen Japan SPE somewhat. Expect another jump higher for...
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Japan Morning Connection: No Hoots Given as Market Beelines for Hyper Risk-On as Govt. Shuts Down
Expect the squeeze for pharma to continue off the open. Dell's jump up may help the likes of Fujitsu and NEC. Lam Research sets a more positive...
292 Views
Japan Morning Connection: Shutdown Concerns Brushed Aside as Govt Set to Close This Morning
A move higher for pharma after Pfizer made a deal with Trump, expect squeezy moves for heavily shorted JP names. A positive for memory plays, with...
282 Views
JPX Margin Trading Weekly (Sep 26th): Sanrio, Advantest, SoftBank, IHI, Kintetsu, Zensho
We analyzed JPX margin trading positions report for the past week and highlighted Sanrio (8136 JP), Advantest (6857 JP), SoftBank (9984 JP), IHI...
338 Views
Tekscend Photomask IPO - Thoughts on Valuation
Tekscend Photomask (429A JP) (429A JP), a manufacturer and distributor of semiconductor photomasks, aims to raise around US$830m in its Japan IPO....
794 Views