bullish

Japan Morning Connection: Semi Rebound with Good Earnings from Semi-Cap Majors

361 Views30 Jan 2025 23:46
​Positive earnings reports from Lam Research and KLA bode well for JP SPE. Intel earnings better than feared may help JP suppliers. IBM beat may boost JP IT such as Fujitsu.
What is covered in the Full Insight:
  • Overview of Semiconductor Sector Rebound
  • Impact of Earnings on Japanese Suppliers
  • Analysis of Major Tech Companies' Performance
  • Geopolitical and Market Risks
  • Upcoming Strategic Developments
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 3-minute read)
Related Insights
More »
    Loading
Trending Collections
More »
    Loading
Trending Insights
More »
    Loading
Top Unpaywalled Insights
More »
    Loading
Discussions
(Paid Plans Only)
chart-bar
x