Japan Morning Connection: More AI and Tech Pain Ahead of NVDA Tomorrow
Some big moves down for SPE and AI related. Diplomatic tensions continue between Japan and China. JP Medtech names may get a lift from Medtronic's...
239 Views
Japan Morning Connection: So Far Takaichi as PM Is Turning Out to Be a Sell the Fact Moment
Power and analog semi's may take a hit after Texas Instruments fell after hours. May be a buy the dip opportunity for Rohm, Fuji Elec and Renesas....
465 Views
Japan Morning Connection: Alphabet and Apple Prop the Market up as AI Cited as a Competitive Threat
Memory names continue to perform well. Intuitive surgical dropped after guidance showed impact from tarrifs. Marvell falls again after lackluster...
290 Views
APAC Healthcare Weekly (Aug 3)– Celltrion, Alteogen, Wuxi Bio, CSPC, Jiangsu Hengrui, Eisai, Kissei
Celltrion is acquiring a biopharmaceutical production plant in US. Wuxi Bio starts construction of new facility. CSPC and Jiangsu Hengrui stuck...
481 Views
[Japan M&A] - KKR Launches Still-Too-Light Topcon (7732) Deal
The KKR/JIC/ValueAct deal for Topcon launches tomorrow as the timeline would have expected. There is no deal for Oasis shares that I can see....
633 Views