bullish

Japan Morning Connection - 6857 JP, 6871 JP, 6525 JP

189 Views01 Aug 2024 07:53
Meta and MSFT's AI gains boost capex and JP SPE names. Advantest's strong outlook aids Micronics. Japan lifts China export ban, but US likely to impose tech restrictions.
What is covered in the Full Insight:
  • Introduction
  • AI Investments and Capex
  • Earnings Reports and Market Outlooks
  • Japan-China Semiconductor Export Developments
  • US Market Movements and Sector Impacts
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Andrew Jackson
Japanese Equity Specialist
Ortus Advisors
Equity Bottom-UpThematic (Sector/Industry)
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