Lasertec: FY25 Guidance Isn’t Revised up Despite a Blockbuster 2Q25. The Stock Is Attractive.
​Lasertec sees massive revenue and net income growth in 2Q25, but high volatility persists and FY25 guidance remains unchanged. Stock trading at...
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SPE Part 2: Growth in 2025-26 from AI Segment Only (Logic, HBM, Packaging). Best 2 Stocks: ASML, KLA
architectural advancements in Logic and Memory, but questions remain on growth rates and China's decline. ASML and KLA are top picks in the sector....
534 Views
Japan Morning Connection: NVDA Disappoints
​NVDA disappoints market, setting weak tone for Japanese tech names. Shiseido faces further earnings downside. Market pivots to value and domestic...
490 Views
MUFG Cross-Shareholding - At Least US$20bn of Cross-Shareholding to Sell, Taking It Slow
Following up on our earlier cross-shareholding notes, in this note we look at MUFG (8306 JP)’s cross-shareholding. MUFG had a stake of over US$100m...
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Nikkei 225 Sep 2023 Review - The Mercari Conundrum
Mercari is either a leading candidate for Nikkei 225 inclusion in September 2023. Or it is not. It depends on how you mash the data, interpret the...
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