Japan Morning Connection: US Dip Buying for Tech Should See Dip Buying in Japan to Start.
Sandisk report on hiked NAND prices may cause peers Kioxia and Kokusai Elec to rally. Nintendo drops on excessive tarrif concerns. Sanken may have...
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Japan Morning Connection: Japan Tech to Follow the US Lower, but Defense Should Have Further to Run
Singaporean authorities investigate NVDA, SMCI, and Dell for chip leaks to China. Allegro takeover disscussion leading to Sanken limit-up. JP...
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JX Advance Metals IPO - Digestable, but Not Really Attractive
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.5bn via selling more than half of its stake in...
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JX Advance Metals Pre-IPO - Thoughts on Valuation
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn in its Japan IPO. In this note, we talk about...
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JX Advance Metals Pre-IPO - Peer Comparison or Lack Thereof
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn via selling some of its stake. In this note,...
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