Primer: Nippon Electric Glass (5214 JP) - Aug 2026
Financial Turnaround and Strategic Realignment: The company has demonstrated a significant financial recovery, swinging from a net loss in FY23...
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Japan Morning Connection: Broadening AI Rally Should Increase Photonics and Glass Substrate Focus
Japanese SPEs continue to benefit from Korean tailwinds while photonics and glass substrate names should be increasingly back on the menu as...
131 Views
Japan Morning Connection: Room to Run with SPEs Still Below Recent Highs
Japanese SPEs have room to run as AI rally yet to be fully priced in, with relative s/t laggards including Lasertec, TEL and Resonac.
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Japan Morning Connection: Nippon Electric Glass Set to Rise on Foldable IPhone Supplier Report
Nippon Electric Glass is going to have a big move with almost nothing priced in on the news from the Nikkei that it may be the supplier for Apples...
137 Views
Japan Morning Connection: ASIC Names Surge on Huang's Endorsement as HPE Numbers Fuel AI Infra Plays
ASIC names surge on Huang's trillion dollar Marvell endorsement. HP enterprise up as much as 36% on bumper numbers. A strong focus on all things...
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