Primer: Towa Corp (6315 JP) - Nov 2025
Towa holds a dominant global market share in semiconductor molding equipment, a critical step in the chip manufacturing process. Its...
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Towa (6315): Buy for Orders Rebound
Sales and profits should rebound in 2H of FY Mar-26. Rising demand for high-bandwidth memory and GPU packaging equipment should bring the projected...
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JPX Margin Trading Weekly (Sep 26th): Sanrio, Advantest, SoftBank, IHI, Kintetsu, Zensho
We analyzed JPX margin trading positions report for the past week and highlighted Sanrio (8136 JP), Advantest (6857 JP), SoftBank (9984 JP), IHI...
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Japan Morning Connection: The US Expands Its Tech Reach, Looking to Aquire 10% of Lithium Americas
Quantum names continue to do well which may send Socionext even higher. Micron's numbers after hours will add upside to Ibiden. Any pullback in...
318 Views
Japan Morning Connection: Couche-Tard Sounds the Retreat on Its Advances for 7&I
ASML guidance sets dour tone but market may have seen through the cautiousness, JNJ beats sending pharma higher giving some JP names a potential...
300 Views