Daily BriefsThematic (Sector/Industry)

Daily Brief Thematic (Sector/Industry): Japan Strategy Weekly | A Buying Opportunity in the AI Rubble? and more

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?

By Mark Chadwick

  • 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

By Auctus Advisors

  • 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.

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