Are Semiconductors Finally Recovering?
The chip sector is beginning to recover with rising memory prices and six consecutive months of above-average revenue growth, suggesting the onset...
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Suzhou Novosense A/H Trading - Weakest Demand but Highest Concentration
Suzhou Novosense Microelectron (688052 CH), an analog chips producer, raised around US$285m in its H-share listing. In this note, we talk about the...
255 Views
Japan Morning Connection: Memory Back on and Micron Steps Back from Consumer to Focus on Enterprise
A rotation back towards larger cap names and Memory made a bit of a comeback after a few down days. Quantum computing names are back in favor after...
410 Views
M-Japan Index Earning Revision (Nov): Toyota Motor, SoftBank, Rakuten, Kioxia, Sony Financial
We analyzed M-Japan's consensus for Nov 2025 and highlighted changes of EPS in Toyota Motor (7203 JP), SoftBank (9984 JP), Rakuten (4755 JP),...
240 Views
Suzhou Novosense A/H Listing - Strong Growth but Lacks Margin Stability
Suzhou Novosense Microelectron (688052 CH), an analog chips producer, aims to raise around US$285m in its H-share listing. In this note, we talk...
389 Views