Primer: Sumitomo Forestry (1911 JP) - Aug 2026
Vertically Integrated Leader with Global Reach: Sumitomo Forestry leverages its unique "WOOD CYCLE"value chain, spanning from forest management...
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Japan Morning Connection: Advantest, Shin Etsu Upgraded to Buy Amid Negative AI Sentiment
Japan AI related had a big fall yesterday but may stabilise soon with many stocks back down around their 200-day levels with intact growth outlooks...
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Japan Morning Connection: Defense in Focus as MoD Is Set to Name China as Most Serious Concern
Markets remain gun-shy ahead of SpaceX IPO this week. Defense heavies worth watching as MoD prepares to flag China as most serious concern in...
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Japan Morning Connection: Kioxia's Blowout Numbers A Bright Spot Amidst Tech Pullback
Worth watching Olympus for a rotation into good stories outside of AI. Sumitomo Forestry's recent mega-acquisition of Tri-Pointe homes look...
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Japan Morning Connection: Iran Heads to the Negotiating Table Sending Markets Sharply Higher
Japan set for a positive open as Iran deal hopes send oil lower and markets anticipate a return to normal travel and shipping through the Straits.
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