bullish

AI Related Plays Out of the Gates Strong for 2025

239 Views07 Jan 2025 07:19
​Watch JP SPE oversold previous winners like Disco, Screen, and TEL gaining renewed interest. A good read for photoresist/semi-chem plays after TOK's better than expected MTP.
What is covered in the Full Insight:
  • AI Market Dynamics Overview
  • Performance of Japanese SPE Sector
  • Semiconductor Ecosystem Developments
  • Meta's Strategic Board Changes
  • Medtech M&A Update
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Andrew Jackson
Japanese Equity Specialist
Ortus Advisors
Equity Bottom-UpThematic (Sector/Industry)
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