Primer: Socionext (6526 JP) - Aug 2026
Socionext is a key fabless semiconductor company specializing in high-end custom System-on-Chip (SoC) solutions, positioning it to capitalize...
96 Views
Sep24 Nikkei 225 Rebal - Still 1 ADD (Ryohin Keikaku), 1 DELETE, and 1 Very Large Very Dark Horse
The Nikkei 225 Rebal for Sep24 has 3mos before the data cutoff. I still see one ADD and one DELETE. There is a possible dark horse ADD, and Fast...
744 Views
Japan Morning Connection: ASIC Names Surge on Huang's Endorsement as HPE Numbers Fuel AI Infra Plays
ASIC names surge on Huang's trillion dollar Marvell endorsement. HP enterprise up as much as 36% on bumper numbers. A strong focus on all things...
130 Views
Japan Morning Connection: Hopes of Ceasefire Extension to Lift Sentiment
Japan to play catch up after yesterday's pullbacks with ceasefire extension hopes lifting sentiment. Aixtron's blowout numbers put Ulvac and...
193 Views
Japan Morning Connection: Space and Quantum Names Primed for a Surge
Quantum and space themes heat up with dip buying opportunities. Potential for Japan's modular reactor names to catch a bid. Fujitsu's pivot...
164 Views