Japan Morning Connection: Japan Set to Rebound Led by Tech and Defence
Potential for increased EU defense spending post Trump/Zelensky spat, ON Semi eyeing Allegro for acquisition, expect sharp rebound for JP SPE.
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JX Advanced Metals IPO Preview
JX Advanced Metals (5016 JP) is seeking to raise about ¥460 billion in the upcoming IPO on the Tokyo Stock Exchange. The indicative IPO price is...
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Overview #17 – Buckle Up, We’re Not in Kansas Anymore!
A review of recent events/data impacting our investment themes and outlook. We examine some implications of a peaking in the AI narrative-driven...
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Japan Morning Connection: NVDA Results Enough to Quell Concerns over AI Slowdown
Tech rebound into NVDA print slightly ahead of estimates may spark dip buying for Japan SPE. Hoya has bottomed in the last 2 days but looks primed...
361 Views
Taiwan Tech Weekly: Trump's New China Chip Restrictions; Foxconn & Honda Alliance?; TSMC & Intel
Trump Admin preparing to further limit China's chip access; Foxconn and Honda potentially teaming up for EVs; TSMC considering Intel foundry...
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