Japan Morning Connection: Semi-Cap Jumps Higher While Software Takes a Hit (Again) Over AI Concerns
Sumco likely to see a sharp drop to start. Power semi's doing well yesterday a positive for related JP names today. Wealth management and R/E...
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Japan Morning Connection: Takaichi Blows the Doors off and Secures a Super-Majority for the LDP
With risk sentiment shifted up, look to play the bounce with Lasertec which was -17% after earnings miss and Kioxia which was -11% last week.
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Japan Morning Connection: Gold and Silver + Soggy Semi-Caps Sets Dour Tone
Asics may get a lift from Deckers Outdoor showing strong growth for brands outside the usual Nike/Adidas space. Lasertec's outlook guidance may...
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Aequitas: Infroneer Holding Placement - Positives Baked In, Somewhat Flagged
INFRONEER Holdings (5076 JP) aims to raise around US$800m to fund the acquisition of Swing Corporation. In this note, we talk about the deal dynamics.
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NIKKEI 225 Index Earning Revision (Sep): Advantest, Kioxia, Fujikura, Tokyo Electron, TDK, ARCHION
We analyzed NIKKEI 225's consensus for Sep 2026 and highlighted changes of EPS in Advantest, Kioxia, Fujikura, Tokyo Electron, TDK, ARCHION, Nippon...
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