Japan Morning Connection: AWS Outage and Calls for Improved Redundancy Infra Drives Tech and AI Up
Confirmation on Takaichi to become the PM sent heavies, nuclear and space related up. Power semi names did well with laggards getting picked up.
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JPX Margin Trading Weekly (Oct 10th): IHI, SoftBank, Fast Retailing, Advantest
We analyzed JPX margin trading positions report for the past week and highlighted IHI (7013 JP), SoftBank (9984 JP), Fast Retailing (9983 JP),...
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Japan Morning Connection: ASML Sets the Tone for More AI Upside to Start in Japan
ASML numbers sent Japanese SPE higher in the afternoon. Memory names continued higher. Defence and utilities traded better as chances look better...
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Tekscend Photomask IPO Trading - Priced at the Top, but Still Relatively Cheap
Tekscend Photomask (429A JP), a manufacturer and distributor of semiconductor photomasks, raised around US$900m in its Japan IPO. In this note, we...
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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....
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