Japan Morning Connection: Rescinding of US Chip Restrictions to Send JP Semi Plays Higher
Upside for chips and semi-cap as US eases export curbs, poor outlook for Softbank as ARM drops 10%, Japanese shipbuilding expertise may be used as...
232 Views
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...
670 Views
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...
336 Views
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...
150 Views
Japan Morning Connection: Bloodbath for Tech and Continued Pivot from Growth to Value
Japan's SPE rebound may be short-lived, but NVDA's conference could boost AI related names. EU-related plays still have room to gain with pivot...
280 Views