Japan’s market surged after Prime Minister Sanae Takaichi’s landslide election win, reigniting a “Takaichi trade” that lifted tech and semiconductor-linked names. One standout was Advantest, the chip-testing equipment giant, which has also been delivering strong fundamentals as AI data-centre spending drives demand for advanced chip testing.

In this episode, Dan Koh and Ryan Huang unpack why the election mattered for markets, what Advantest just reported, the latest guidance upgrades, and why investors are watching capex-driven AI demand so closely right now.

Japan&rsquo;s market surged after Prime Minister Sanae Takaichi&rsquo;s landslide election win, reigniting a &ldquo;Takaichi trade&rdquo; that lifted tech and semiconductor-linked names. One standout was Advantest, the chip-testing equipment giant, which has also been delivering strong fundamentals as AI data-centre spending drives demand for advanced chip testing.
In this episode, Dan Koh and Ryan Huang unpack why the election mattered for markets, what Advantest just reported, the latest guidance upgrades, and why investors are watching capex-driven AI demand so closely right now.

Insightful discussions on the latest market events and the top companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.