Renewed AI optimism boosting adjacent segments, while US plans for critical minerals stakes, UBS outlook driving Lithium miners higher (5-Dec)
Tokyo Electron's Taiwan unit indicted by Taiwan prosecutor office on breach of supervisory obligations under Taiwan's National Security Act (¥32780.0000, 0)
StreetAccount Summary - Trading higher/lower: Japan mid-day
Japan October retail sales +1.7% y/y, seasonally-adjusted retail sales +1.6% m/m
Japan earnings guidance revisions were net positive:
Japan September electronics exports ¥1.235T, +6.8% y/y
Japan October machine tool orders ¥143.08B, +16.8% y/y
Tokyo Electron downgraded to B+ from A at Mito Securities (¥33250.0000, 0)
European Wind energy outperforms despite US headwinds; APAC AI names selloff amid valuation concerns (5-Nov)
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