bullish

Japan Morning Connection – 30 July 2024

211 Views30 Jul 2024 07:47
​Positive CEO comments on SiC could benefit Rohm, Tesla's rise supports Panasonic, and Fanuc's strong Q1 results may boost Factory Automation names with China exposure.
What is covered in the Full Insight:
  • Sector Performances
  • ON Semi and Rohm Analysis
  • Tesla and Panasonic Update
  • Factory Automation Sector Insights
  • Broader Market Movements
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Andrew Jackson
Japanese Equity Specialist
Ortus Advisors
Equity Bottom-UpThematic (Sector/Industry)
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