Japan Morning Connection: Expect Volatility with Retail and SPE Stocks Under Pressure
Japan's market set to open weak following US semi-related lead, heavy selling expected for retail margin favorites and SPE winners, potential...
468 Views
Japan Morning Connection – 18 July, 2024
Investors shift from growth to value stocks, tech stocks fall on ASML earnings miss and US export restrictions to China, VSF surges after Essilor...
415 Views
Screen Holdings (7735 JP): Positioning & Potential Passive Buying
The increased market cap could lead to Screen Holdings being added to passive portfolios at the end of Feb. Positioning in the stock is larger than...
701 Views
ASMPT (522 HK): PAG Potential Privatisation?
Bloomberg reported that PAG and other parties have expressed interest in taking ASMPT private. Peers and historical multiples imply a fair price...
928 Views
TOWA (6315): Watch the Order Flow for an Entry Point
Management guiding for single-digit sales and profit growth in FY Mar-23, but that looks over-optimistic. Orders have dropped sharply and the Book...
440 Views