Japan Morning Connection: Kioxia Set for a Big Open as Memory Surges to New Records
Memory sentiment bullish after UBS comment, setting up a big open for Kioxia after a brief -4.6% correction yesterday. Semi names offer buying...
114 Views
Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
657 Views
Unloved Japan Round Up Jan. 3: Set Up for A Banner Year?
An uptick in TOBs, MBOs, and mergers​ creating the best environment for deep value turnarounds in a long time. Dozens of discounted stocks started...
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Toyota Group Cross-Holding Structure Primer - Holdings, Unwind Progress, Buyback Policies, Etc
8mos past the first large Toyota Group selldown in Denso (i.e. past lockup). Others have followed since. Toyota Inds and Toyota R.E. have ÂĄ600bn to...
1.7k Views
Japan Morning Connection: MLCC Names Seem Stretched While Server Sentiment to Lift NEC and Fujitsu
​MLCC names have been surging but are vulnerable to non-AI trends. Space names and power/automotive semiconductors are poised for gains.
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