Notes from the Silk Road: Small-Mid Cap Screening for Zulu Warriors
The Value/Growth style dynamic: Globally, it seems growth stocks as an investment style have been dominant since Q3-2012, which has not helped...
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A Brief Analysis Of The Current Semiconductor Growth Cycle
The semiconductor sector has grown at a remarkable pace for the past nine months and there’s little sign of it slowing down anytime soon. In June...
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Can Tech Save The Declining Japanese Apparel Industry? Fashion-Tech Series (2/3)
In this second of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at Japanese FashionTech companies...
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Aequitas: Tekscend Photomask IPO Lockup Expiry - US$1.1bn Lockup Release
Tekscend Photomask (429A JP), a manufacturer and distributor of semiconductor photomasks, raised around US$900m in its Japan IPO. In this note, we...
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JPX Margin Trading Weekly (Apr 3rd): Kioxia, Advantest, Furukawa Electric
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), Advantest (6857 JP), Furukawa Electric (5801...
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