JX Advance Metals Pre-IPO - Thoughts on Valuation
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn in its Japan IPO. In this note, we talk about...
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Japan Morning Connection: US Semi-Capex Names Higher on TSMC Numbers...more for JP Also?
Gains due to positive outlook from TSMC should continue today, Richemont numbers may see Shiseido and Kose higher, component makers for Nintendo...
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Japan Morning Connection: Lukewarm Tech Rebound in the US Enough to Pause JP SPE Meltdown?
Japan SPE sold aggressively, homebuilders should continue to gain after KB Homes' beat, Rohm's outlook cloudy with SiC prices expected to drop with...
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AI Related Plays Out of the Gates Strong for 2025
Watch JP SPE oversold previous winners like Disco, Screen, and TEL gaining renewed interest. A good read for photoresist/semi-chem plays after...
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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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