Japan Morning Connection: Trump Threatens 100% Chip Tariffs While Tim Cook Kisses the Ring
Trump threatenes 100% tarriffs on all chip imports, Apple announces it will invest further on US manufacturing for tariff exemptions, Japan SPE may...
237 Views
JPX Margin Trading Weekly (Aug 1st): Tokyo Electron, Advantest, Hitachi, SoftBank, Fujikura
We analyzed JPX margin trading positions report for the past week and highlighted Tokyo Electron (8035 JP), Advantest (6857 JP), Hitachi (6501 JP),...
291 Views
Japan Morning Connection: TEL Numbers Miss Weighs on US Semi-Caps Despite MSFT and META Capex Plans
Pharma industry faces pressure to cut costs as Trump demands, Applied Digital jumped after numbers beat and announcement on increased AI computing...
293 Views
Japan Morning Connection: EU Trade Deal Should Help JP Names with High European Exposure Gain
Screen's numbers were a miss which might open a buy the dip opportunity. Reaction to Shin Etsu guidance may have been excessive. Names with high EU...
303 Views
Kokusai Electric Placement - Well Flagged but past Deal Didn’t Do Well
KKR is looking to raise approximately US$620m through an accelerated secondary offering for around 13% of Kokusai Electric (6525 JP)'s (KE) stock.
546 Views