Long 6920 Lasertec Corp | Short 6525 Kokusai Electric
Long Lasertech after a good set of numbers, Scorpion Capital concerns debunked; Short 6525 Kokusai Electric over continuing concerns over the US...
250 Views
TOPIX Inclusions: Who Is Ready (Nov 2023)
Celsys, Visional, and Core Concept Technologies are interesting pre-event names for TOPIX Inclusion Events worth tracking over the next few months.
598 Views
Japan Morning Connection: BoJ Anticipation and Koizumi Taking an Early Lead in the Polls
US profit-taking in tech/growth may dampen market, China chip imports at record highs could broaden US export restrictions, Koizumi leading polls...
287 Views
ECM Weekly (29th Oct 2023) - Kokusai, J&T, Midea, Wuxi XDC, Cirrus, Cello World, Honasa, SIA
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
451 Views
Kokusai Electric (6525 JP) IPO - Index Demand On The Follow
I still like this IPO. I liked it when the IPO was "set" with an indicative price at ¥1890 on 21 Sep. Since then, TEL is -2.5%, Advantest is +5%,...
1.4k Views