Aequitas: Rigaku Placement - Cleanup Sale by Carlyle; Jap Leader in Niche Xrays for Semis Inspection
Carlyle is looking to sell up to ~29m shares in a secondary offering of Rigaku. In this note, we will talk about the placement and run the deal...
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Primer: Rigaku Holdings (268A JP) - May 2026
Rigaku Holdings is a leading specialized manufacturer of X-ray analytical and measurement instruments, holding a strong global market position,...
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Japan Morning Connection: SPE Set to Give Back Yesterday's Gains with Memory Selloff Overnight
SPE names may give back yesterday's gains as ASML's numbers fail to lift US peers. TSMC will report today, so expect to see semi-cap fluctuations...
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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...
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Japan Morning Connection: Memory-Exposed SPEs Primed to Rally on South Korean Semi Investment
Japanese SPEs with memory exposure set for a quarter-end rally. Furukawa and SEI in focus after Corning's breakout. Telcos face headwinds from new...
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