Primer: SMC Corp (6273 JP) - Sep 2025
SMC Corp is a global leader in the pneumatic equipment market, holding a significant market share. The company's extensive product portfolio...
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Japan Morning Connection: Memory Back on and Micron Steps Back from Consumer to Focus on Enterprise
A rotation back towards larger cap names and Memory made a bit of a comeback after a few down days. Quantum computing names are back in favor after...
195 Views
Japan Morning Connection: Power/Industrial Semi Strength Offsets Relative Weakness for Tech Big Guns
Calls for an end of year rally growing, especially for tech. Some excitement for all things robot related. Could be room for Japanese FA laggards...
227 Views
Japan Morning Connection: Kioxia Takes the Wind Out of AI's Sails
SMC numbers were a positive, with management likely to engage in big buybacks. With AI related selling off, power/industrial semis and Apple...
495 Views
Japan Morning Connection: LDP and Ishin May Sign a Pact to Pave the Way for Japan's First Female PM
Tech and AI lower in the US including Oracle despite releasing positive long term guidance. May see further upside for Shiseido and Kose if...
461 Views