bullish

Japan Morning Connection: Mixed Signals from Tech and Semi's but After-Mkt Moves Pointing Higher

255 Views29 Jan 2025 23:44
​ASML's strong print boosts sentiment but weighed by NVDA restriction concerns. Corning off the highs; may see weakness in Fujikura and Furukara. Advantest's numbers may lift Japan SPE sentiment.
What is covered in the Full Insight:
  • ASML and Advantest Positive Impact
  • NVDA and US Restrictions
  • Microsoft AI Investments
  • Meta's AI Prospects
  • Corning's Market Response
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Andrew Jackson
Japanese Equity Specialist
Ortus Advisors
Equity Bottom-UpThematic (Sector/Industry)
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