Quiddity JPX-Nikkei 400 Rebal 2025: End-Oct 2024 Ranks
The HIGH and MED conviction potential ADDs could outperform the HIGH and MED conviction potential DELs over the next few months.
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Japan Morning Connection: NVDA Disappoints
NVDA disappoints market, setting weak tone for Japanese tech names. Shiseido faces further earnings downside. Market pivots to value and domestic...
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JX Advance Metals IPO Trading - Demand Wasn’t Great
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), raised around US$2.5bn via selling more than half of its stake in JXAM. In this...
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Japan Morning Connection: Solid Tech Rebound Ahead of the NVDA Developers Conference This Week
Japan's SPE likely to continue strong performance, with potential targets in laggards like TEL, Screen, and Micronics. EU defense stocks have been...
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Japan Morning Connection: Relief Rally for Tech and High-Beta Laggards After Macro Data
New Intel CEO a positive for related plays such as Ibiden. Apple struggles with AI delay. NAND plays may still have room to run on price hike...
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