Japan Morning Connection: Brief Respite for SPE Before Trump Likely Ratchets Higher from Jan
​US semi-cap names continue to jump on looser restrictions. Uncertainty up with Gelsinger out, but minimal impact expected on JP suppliers. See...
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Japan Morning Connection: Time to Revisit the Most Bungled Conglomerate Left Standing?
​Tech strong despite market shift away from NVDA,. Home builders surge on Bessent's nomination, Kyocera ripe for activist involvement.
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Japan Morning Connection: Bessent's Nomination for Treasury Secretary Seen as Stabilizing Markets
​SMCI stock continues to climb higher, boosting server-related. Kirin's sale of Kyowa Hakko Bio may not be met with enthusiasm. Concerns about...
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Japan Morning Connection: Risk-On for the AI Ecosystem
​AI sentiment rising with NVDA de-risked, Kioxia IPO positive for memory ecosystem names, Deere's positive outlook lifts AG machinery names like...
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Japan Morning Connection: Sony Eyeing Elden Ring as a PS Exclusive to Counter CoD on Xbox?
​SMCI's strong performance and efforts to avoid delisting set positive tone for Nidec. Sony's potential acquisition of Kadokawa point to downside...
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