Japan Morning Connection: Tech Rebound Although Onsemi Drops -16% on Numbers
Strong numbers from Rohm may lead to a short squeeze, Broadcom's new chip should help with energy accessibility for AI farms, US homebuilders...
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JX Advance Metals IPO Trading - Demand Wasn’t Great
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), raised around US$2.5bn via selling more than half of its stake in JXAM. In this...
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JX Advance Metals IPO - Digestable, but Not Really Attractive
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.5bn via selling more than half of its stake in...
675 Views
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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JX Advance Metals Pre-IPO - Thoughts on Valuation
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn in its Japan IPO. In this note, we talk about...
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