JX Advance Metals IPO Trading - Demand Wasn’t Great
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), raised around US$2.5bn via selling more than half of its stake in JXAM. In this...
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Japan Morning Connection: Solid Tech Rebound Ahead of the NVDA Developers Conference This Week
​Japan's SPE likely to continue strong performance, with potential targets in laggards like TEL, Screen, and Micronics. EU defense stocks have been...
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Japan Morning Connection: Relief Rally for Tech and High-Beta Laggards After Macro Data
​New Intel CEO a positive for related plays such as Ibiden. Apple struggles with AI delay. NAND plays may still have room to run on price hike...
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Japan Morning Connection: US Respite and UKR News Should Be Enough for JP Upside
Consumer discretionary struggling due to poor guidance from airlines and retailers. NAND price hikes expected to benefit Kioxia and Kokusai Electric.
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Japan Morning Connection: Volatile Session but Pointing Higher on Potential for a Tariff Flip-Flop
​TSMC rises on news of investment in US fab capacity, Continental AG drops after earnings miss sets poor tone for JP tire makers.
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