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bullish
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Thematic (Sector/Industry)
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05 Nov 2024 07:31
Japan Morning Connection: Palantir Sets Positve Tone for All Things AI
Uncertain trading ahead of US vote likely to carry over to Japan. Palantir's big beat sets positive tone for AI. Can Ibiden rerate as an NVDA name...
Andrew Jackson
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75 Views
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bullish
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Thematic (Sector/Industry)
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01 Nov 2024 07:33
Japan Morning Connection: Earnings Driven Weakness Overnight Points to a Soft Start
Risk-off tone for Japan with tech and semi month-end weakness. Mag7 down although Intel and Amazon higher AH. Watch Ibiden if their NVDA business...
Andrew Jackson
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153 Views
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bullish
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Thematic (Sector/Industry)
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31 Oct 2024 07:29
Japan Morning Connection: Apple Suppliers in Focus After a Big Miss by Qorvo
Tech sell-off sets weak tone for Japanese SPE after yesterday's gains, however Advantest's strong numbers may provide support. Hitachi's growth...
Andrew Jackson
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138 Views
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bullish
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Thematic (Sector/Industry)
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30 Oct 2024 07:27
Japan Morning Connection: Google Sets a Good Tone for Japan SPE
Positive for SPE as Google's AI investment starts to pays off, Corning's success indicates growth potential for Fujikura, and Capcom's dip could be...
Andrew Jackson
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165 Views
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bullish
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Thematic (Sector/Industry)
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29 Oct 2024 07:31
Japan Morning Connection: Olympus Facing Reputational Damage
Muted in the US ahead of a big week of earnings. Olympus faces reputational damage with CEO resigning on illegal drug allegations. Will the LDP...
Andrew Jackson
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136 Views
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