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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Japan Morning Connection: Tech Rout Deepens, but JP May Be Largely Priced In
Kokusai Electric squeeze looks to continue. Will SMCI +25% finally help lift Nidec? Tesla suffers from Musk's involvement in EU politics.
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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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Japan Morning Connection: Walmart Results Raising Questions over the Overall Economy
Japan's defense may see a boost with Macron's call for increased spending. Kokusai Electric's short interest surges. Kura Sushi limit up yesterday...
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Japan Morning Connection: SPX at the ATH's and Semi-Cap Plays Looking Strong to Start
INTC +16% on potential for breakup should send JP suppliers higher, Micronics may get a further lift, Kokusai Electric short interest ontinues to...
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