Japan Morning Connection: 9984 JP, 8035 JP, 6525 JP
​ARM stock surges after broker upgrade, Softbank Group rebounds, tech rally in US boosts Japan market, leisure and powersports names rally in US...
278 Views
Japan Morning Connection - 6857 JP, 6871 JP, 6525 JP
Meta and MSFT's AI gains boost capex and JP SPE names. Advantest's strong outlook aids Micronics. Japan lifts China export ban, but US likely to...
366 Views
Remain Overweight Japan, Europe, & India; Buys in Discretionary and Defensives W/ Japan/Europe Focus
We continue to recommend a tactical overweight to defensives as $ACWI tests the top-end of our anticipated 2023 trading range at $93. Remain...
638 Views
I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
2.1k Views
Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
864 Views