Rorze (6323) | Q1 Miss, Buying Opp
Despite Q1 miss versus consensus expectations, we continue to think the stock is well placed to capitalize on the structural demand for...
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Primer: Rorze Corp (6323 JP) - May 2026
Rorze is a global market leader in automation systems for semiconductor and flat panel display (FPD) manufacturing, specializing in wafer and...
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Japan Morning Connection: AI Rally Faces a Correction After SOX Has Biggest Drop in 6 Years
SOX worst day in 6 years leaves Japan's AI names facing a tough open. Expect a sharp rotation back to domestic defensives and the software plays.
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Japan Morning Connection: Last Week's Big Winners Face Profit Taking as Iran Talks Fail
Kioxia +38% and Rorze +47% last week with profit taking likely today along with Lasertec and Kokusai after their explosive gains.
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Japan Morning Connection: The US Expands Its Tech Reach, Looking to Aquire 10% of Lithium Americas
Quantum names continue to do well which may send Socionext even higher. Micron's numbers after hours will add upside to Ibiden. Any pullback in...
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