Japan Morning Connection: Power/Analog Semi Names Leading Tech Higher once Again
Onsemi +6.1% setting a good tone for JP peers. Japaenese satallite names performing well ahead of Japan's MoD announcement.
220 Views
Japan Morning Connection: Coreweave +25% and Numbers from HP Enterprise Sets Positive Semi Tone
Kadokawa and Bandai Namco attractive as longs, may be increased focus on derivative wire and cable plays as well as Japan's EUV related.
212 Views
Japan Morning Connection: Markets Up, but Excitement Fading with More Tariff Uncertainty Ahead
Rohm may benefit from one less competitor as Renesas drops out of SiC. May be an opportunity to buy into the dip for Bandai Namco. Boeing up with...
248 Views
Japan Morning Connection: Musk Planning an XAI 1-Million GPU AI-Factory May Lift Tech to Start
D-Wave's quantum success should benefit Socionext. Could be an opportunity to buy Renesas amidst Wolfspeed bankruptcy. SK Hynix allegedly to...
420 Views
ECM Weekly (19 May 2025) - CATL, Hengrui, Green Tea, SMPP, Unisound, Renesas, Genda, GMO, PayTM
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
381 Views