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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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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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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Japan Morning Connection: Tech and AI Set to Drop on New NVDA Export Curbs
Tech and AI weakness after H20 chipset restrictions, discussion of dropping the SLR rule for Treasuries may cause volatility for financials,...
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