Japan Morning Connection: No Hoots Given as Market Beelines for Hyper Risk-On as Govt. Shuts Down
Expect the squeeze for pharma to continue off the open. Dell's jump up may help the likes of Fujitsu and NEC. Lam Research sets a more positive...
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Intel: Money Only Solves Half the Problem. The 1:1 Domestic-To-Import Ratio Not a Clear Positive
USG, Nvidia, and Softbank invest billions in Intel to address financial fragility, but Intel must still demonstrate solid 14A in next 12 months....
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JPX Margin Trading Weekly (Sep 26th): Sanrio, Advantest, SoftBank, IHI, Kintetsu, Zensho
We analyzed JPX margin trading positions report for the past week and highlighted Sanrio (8136 JP), Advantest (6857 JP), SoftBank (9984 JP), IHI...
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Tekscend Photomask IPO - Thoughts on Valuation
Tekscend Photomask (429A JP) (429A JP), a manufacturer and distributor of semiconductor photomasks, aims to raise around US$830m in its Japan IPO....
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Tekscend Photomask IPO - Peer Comparison
Tekscend Photomask (429A JP), a manufacturer and distributor of semiconductor photomasks, aims to raise around US$830m in its Japan IPO. In this...
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