Japan Morning Connection: Markets Clearly Starting to Show EoY Wind Down
Tech sell off led semi-cap names after D/G to sell for AMAT, Ulta beat signals stronger US consumer spending than expected, has buy momo/sell...
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Japan Morning Connection: Buy Momentum at All Costs in Japan Set to Continue?
Tech and semi's continue to favour AI over power/analog, some rotation into lesser known JP SPE, US Homebuilders weak over Trump's deportation plans.
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Japan Morning Connection: Nuclear News from Meta May Help Kansai After Settlement Day Selloff
Microchip setting downbeat tone for power/auto semi related. JP SPE may continue to see gains. Seagate delaying some HDD production but HAMAR...
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Japan Morning Connection: Brief Respite for SPE Before Trump Likely Ratchets Higher from Jan
US semi-cap names continue to jump on looser restrictions. Uncertainty up with Gelsinger out, but minimal impact expected on JP suppliers. See...
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Japan Morning Connection: Japan SPE Set for More Upside
US semi-cap stocks jump as China restrictions will be tempered. Will Shiseido's restructuring targets finally push it from lows? Attention on...
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