Primer: Toyo Gosei (4970 JP) - Nov 2025
Toyo Gosei is a critical supplier of photosensitive materials, primarily photoresists, essential for semiconductor and LCD manufacturing. This...
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Japan Morning Connection: Trump Looking to Hike Defense Budget 50% to Outweigh Governance Gripes
Likely to see a weakness in Japan's semiconduction production chemical companies with new competition from China. Homebuilders took a hit from...
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AI Related Plays Out of the Gates Strong for 2025
Watch JP SPE oversold previous winners like Disco, Screen, and TEL gaining renewed interest. A good read for photoresist/semi-chem plays after...
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TOPIX Inclusions: Who Is READY? 4.0
In this insight, we take a look at potential pre-event candidates who could move to the First Section of the Tokyo Stock Exchange in the next few...
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