Japan Morning Connection: Japan Tech to Follow the US Lower, but Defense Should Have Further to Run
Singaporean authorities investigate NVDA, SMCI, and Dell for chip leaks to China. Allegro takeover disscussion leading to Sanken limit-up. JP...
320 Views
JX Advance Metals IPO - Digestable, but Not Really Attractive
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.5bn via selling more than half of its stake in...
675 Views
JX Advance Metals Pre-IPO - Thoughts on Valuation
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn in its Japan IPO. In this note, we talk about...
508 Views
Japan Morning Connection: Tech Rout Deepens, but JP May Be Largely Priced In
Kokusai Electric squeeze looks to continue. Will SMCI +25% finally help lift Nidec? Tesla suffers from Musk's involvement in EU politics.
159 Views
Japan Strategy Weekly | City Index Cashes in on Furukawa
Furukawa's shareholder-friendly measures boost stock, Japanese market faces volatility, Daifuku surges on strong earnings and outlook.
396 Views