Japan Strategy Weekly | Thanksgiving Rally
​Japanese equities rebounded strongly this week, led by Toppan Printing's innovative products and Dalton's confidence in Anicom's growth potential.
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Japan Morning Connection: Tech Takes a Breather but Marvell Doubles Down with Announced Buyback
Global defense names did well after Trump's comments of support for Ukraine. Marvell jumped after management announced a $1bn accelerated buyback.
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Japan Weekly | Narrow Leadership Lifts Nikkei, Topix Retreats
​Nikkei rises on AI gains, Tokyo CPI up, Nikon surges on stake proposal. Bond yields and trade uncertainty weigh on Topix. Fed easing vs BOJ hike...
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JPX Margin Trading Weekly (Sep 4th): Kioxia, SoftBank, Advantest, Fujikura, Mitsubishi UFJ Financial
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), SoftBank (9984 JP), Advantest (6857 JP),...
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