In today’s briefing:
- Japan Strategy Weekly | A Buying Opportunity in the AI Rubble?
- AUCTUS ON FRIDAY – 31/01/2025

Japan Strategy Weekly | A Buying Opportunity in the AI Rubble?
- The recent market tremors sparked by DeepSeek, a Chinese AI firm, have rattled investors, prompting a wave of selling in AI stocks
- The long-term AI narrative remains compelling and the current dip could offer compelling opportunities – we highlight the sell-off in Japanese names
- The Bank of Japan’s long-standing commitment to ultra-loose monetary policy is looking increasingly untenable
AUCTUS ON FRIDAY – 31/01/2025
- AUCTUS PUBLICATIONS ________________________________________ Corcel (CRCL LN)C; Target price of 1.00p per share: Restarting intervention activities at Tobias field -Intervention activities will soon restart at the Tobias-13 and Tobias-14 wells on Block KON-11, aiming to re-establish production at the Tobias field.
- Discovered in 1961, the Tobias field initially had an estimated 94 mmbbl of oil in place.
- Twelve wells were drilled, with eight producers reaching peak production of 17.5 mbbl/d.
