Primer: Sumitomo Electric Industries (5802 JP) - Sep 2025
Dominant Market Position in Core Segments: Sumitomo Electric holds a leading global market share in essential automotive components like...
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Japan Morning Connection: Boeing FCF Back on Track a Good Sign for JP Heavies and CF Makers
Memory names took a back seat, while power and industrial semi's were lifted by upbeat comments at a UBS conference. Intel had another strong move...
191 Views
Japan Morning Connection: Sanken Electric, Nidec, Asahi Intecc
​US tech laggards are now catching up after a rapid rebound, server-related strength boosts Nidec's sentiment, and Coherent's strong numbers...
355 Views
Toyota Cross-Shareholding - To Say a Whole Lot Is Left Would Be a US$26bn Understatement
Toyota, Toyota Industries and Denso are tag teaming to unwind some of their stake in Aisin, in a deal worth over US$1bn. While the timing of the...
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Japan Morning Connection: Crypto Selloff Spooks Risk Assets Although Most Recover in the PM
Some rotation into defensive sectors in response to crypto weakness. AI connectivity name Credo is surging post-mkt, setting a better mood for JP...
167 Views