Japan Activism Briefs | Musashi Seimitsu, Amiya, Cyber Security
GMO takes a 5.1% stake in Musashi Seimitsu Industry, targeting undervaluation and long-term upside from its supercapacitor business despite near...
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Primer: Musashi Seimitsu Industry Co (7220 JP) - Dec 2025
Musashi Seimitsu is a key Tier-1 automotive supplier specializing in high-precision powertrain and suspension components, with a strong...
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Japan Morning Connection: Space Names to Fly High on SpaceX IPO Success
Synspective, QPS, Astroscale and Axelspace all set to recover after heavy recent selling with SpaceX IPO priced at $135 and $100bn of retail demand.
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Japan Morning Connection: AI Derate Continues and Recent Intel Winners Face Capitulation
Another risk-off day for tech and AI as the market grapples with the deteriorating situation in Iran as well as uncertainty over what the SpaceX...
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Japan Morning Connection: AI Rally Faces a Correction After SOX Has Biggest Drop in 6 Years
SOX worst day in 6 years leaves Japan's AI names facing a tough open. Expect a sharp rotation back to domestic defensives and the software plays.
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