In today’s briefing:
- Ohayo Japan | Japan Set for Lower Open; Activist Proposals Reach Record High
- Semiconductor Events Deserving Your Attention @6/12/23
Ohayo Japan | Japan Set for Lower Open; Activist Proposals Reach Record High
- Overseas: Stocks failed to hold onto early advances in a choppy session as the job market clearly slowing. Nonfarm payrolls the focus on Friday
- Today: Japanese stocks are set for a decline if they follow the weakness overnight and Futures. Toyota continues to sell non-core assets, while Rakuten raising money from Bank sale.
- JapanX: The White & Case Review of 2023 Shareholders’ Meetings – Activist Proposals in Japan Reach Record High
Semiconductor Events Deserving Your Attention @6/12/23
- Global semi sales for October 2023 amounted to $46.6 billion, an increase of 3.9% MoM but still down 0.7% compared to the year-ago period
- Global semiconductor equipment billings amounted to $25.6 billion in Q323, down 11% YoY and down 1% QoQ
- China is on track to maintain the global #1 semi WFE spender slot for the fourth year in a row and by the widest margin ever.
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