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: 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...
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Japan Morning Connection: Names with EU Exposure in Focus After Germany Pulls the Stops on Spending
Semi cap stocks rise as Trump's speech to Congress omits export restrictions, while oversold SPE sees potential dip buying and German spending...
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