Investment strategy
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“Plating-type fraud” seen in Alts and Wuhan Jinhuang: Market blind spots exploited by AI sales and fake gold
The Alts (260A) falsified financial statements case and the Wuhan Jinhuang Jewels fake gold case involve different countries, industries, and assets....
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The risk of outsourcing verification seen in the Wuhan Jinhuang fake gold incident in China: the essence of finance and news verification
The Wuhan Jinhuang Jewel fake gold incident is not just a Chinese fraud incident. This is a case in which the important physical confirmation was post...
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Changxin Technology to sell on July 16th, one of the largest IPOs in 2026, driven by demand for AI memory and the US-China semiconductor divide
ChangXin Memory Technologies (CXMT), a major Chinese DRAM company, will disclose a letter of intent to invite and issue an IPO on the Science and Tech...
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Who will profit from the NAND flash market in 2026 and eSSD for AI?
In 2026, the NAND flash market is entering a phase where prices and profit margins will be driven by increases in the capacity of enterprise SSDs for...
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Multifaceted structural analysis of summer fireworks festivals: Light, shadow, and local economy seen in Tokyo Racecourse fireworks
Fireworks displays attract tourists and generate demand for food, transportation, and retail. On the other hand, security, fire prevention, traffic co...
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Analyzing the business model of ETFs: Why management companies and securities companies can earn money even with low trust fees
The reason you can make money with low trust fees is not because all ETFs are profitable. Management companies that collect enough AUM to absorb fixed...
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Jasmine tea supply risks that emerged due to China's Guangxi and Hengzhou floods | Examining the impact on Japanese stocks such as ITO EN (2593)
In July 2026, heavy rains from Typhoon Meishake caused multiple water reservoirs in Hengzhou City, Guangxi Zhuang Autonomous Region, China to be damag...
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Analysis of SHEIN's Hong Kong IPO plan Listing examination, customs duties, and valuation barriers that remain even after CSRC notification confirmation
On July 10, 2026, the China Securities Regulatory Commission (CSRC) confirmed the filing of SHEIN Global Holdings Limited's plan to issue up to 341,61...
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Comparison of business models between SHEIN and Temu Which is stronger after regulation: D2C or marketplace?
Viewing SHEIN as D2C and Temu as a marketplace is not a wrong starting point. However, SHEIN is now accepting third-party sellers, and Temu is also de...
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How to view AI Mechatech (6227) 18 billion yen order received: Advanced package investment will change the way business results are viewed
The large order announced by AI Mechatech on July 9, 2026 is approximately 18 billion yen. The project involved delivering wafer handling systems (bon...