Japan Morning Connection: Markets Swing Back to Risk on Potential for Watered Down Tariffs
​Potential for tarrif leniency and news on Full Self Driving sent Tesla higher, US homebuilders continue to struggle, Elliott's stake led Sumitomo...
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JX Advance Metals IPO Trading - Demand Wasn’t Great
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), raised around US$2.5bn via selling more than half of its stake in JXAM. In this...
779 Views
Japan Morning Connection: Tech Shrugging off Megacap Weakness as Quantum Shines
​AI is back in focus as NVDA GTC developers conference. Intel's new CEO aims to shake up its AI lineup. Buffet's increased stakes in Trading Houses...
260 Views
Japan Morning Connection: US Respite and UKR News Should Be Enough for JP Upside
Consumer discretionary struggling due to poor guidance from airlines and retailers. NAND price hikes expected to benefit Kioxia and Kokusai Electric.
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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...
301 Views