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...
224 Views
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.
250 Views
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...
282 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...
596 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...
435 Views