Japan Morning Connection: AI Takes a Hit Overnight on Renewed Calls that the AI Market Is Overheated
Nintendo guidance looks conservative, with CEO comments that the NSW2 could surpass the Nintendo DS as the best selling console ever. SMCI -10% in...
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Weekly Deals Digest (02 Nov) - Pony AI, Seres, WeRide, ANE, Mayne, Brainpad, SCSK, Sumitomo Riko
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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Whirlwind Japan EOM October for Stocks, Advantest, Nidec, BoJ, Gold, and the Rest
Whirlwind October Recap, Japan markets show growth potential for Advantest and Nintendo, Bank of Japan policy impacts JGB curve. Gold offers...
635 Views
Japan Strategy Weekly | A Place in the Sun
Stocks in the Japanese market saw significant gains this week, with sectors like NFM and Electronics leading the way. Ibiden, Advantest, and SCSK...
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Japan Morning Connection: Big Gains for Semi-Testers and Memory Sets Strong Tone (Again)
Smaller tester names may have room for further upside after Teradyne and Advantest surged. Any excessive weakness for Disco should be an oportunity...
465 Views