Japan Morning Connection: CPI to the Rescue for Risk-On Growth Style Plays
​Tech and Semi's rebounding should be positive for related JP names. Da Vinci procedures show strong numbers - what of Hinotori? JP tourist numbers...
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Japan Morning Connection: Lukewarm Tech Rebound in the US Enough to Pause JP SPE Meltdown?
Japan SPE sold aggressively, homebuilders should continue to gain after KB Homes' beat, Rohm's outlook cloudy with SiC prices expected to drop with...
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Big Tech Fades on NVDA While Micron, Apple Supplies Gain
​Micron's partnership with NVDA boosts stock, Ibiden gains momentum, Nikon a potential takeover target due to high short interest.
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AI Related Plays Out of the Gates Strong for 2025
​Watch JP SPE oversold previous winners like Disco, Screen, and TEL gaining renewed interest. A good read for photoresist/semi-chem plays after...
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Micronics Japan (6871 JP): Q3 FY12/24 flash update
Cumulative Q3 FY12/24 sales increased 52.7% YoY, with operating profit up 224.6% YoY, driven by memory probe cards. Segment sales reached...
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