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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Japan Morning Connection: Riskier Momentum Trades Back in Play Post SpaceX IPO Nerves
With Iran deal signed and SpaceX IPO complete, riskier momentum trades are in focus with optical and space names offering entry points after heavy...
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Japan Morning Connection: Space Names to Fly High on SpaceX IPO Success
Synspective, QPS, Astroscale and Axelspace all set to recover after heavy recent selling with SpaceX IPO priced at $135 and $100bn of retail demand.
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Japan Morning Connection: AI Derate Continues and Recent Intel Winners Face Capitulation
Another risk-off day for tech and AI as the market grapples with the deteriorating situation in Iran as well as uncertainty over what the SpaceX...
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