Last Week In Event SPACE: Sun Corp/Cellebrite, Kioxia, CK Hutchison, Toshiba/ROHM

322 Views19 Apr 2026 06:10

SUMMARY

You'd only want to be long Sun Corp (6736 JP) if you're very bullish Cellebrite (CLBT US)and some of the other businesses inside Sun Corp which aren't making money.
It's never ideal shorting rocket ships on the way up. Best to short on the way down. At some juncture, there will be a magnificent correction in Kioxia (285A JP).
On balance, the optics in CK Hutchison Holdings (1 HK) are looking attractive.

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