Japanese optics news going relatively unnoticed

Week of 1 Dec roundup: Lumentum Japan, Seikoh Giken, Bloom Energy, Wasion, CQME

By reading this, you acknowledge and agree to our disclaimer. Also, we are getting some great assets out of Nano Banana:

Dear subscribers,

Only two more weeks till the effective end of year. My week is summarised here.

We have now spoken with a number of Asian family offices and funds and their takes (to the extent they have consented) are also summarised below.

• Lumentum, Mitsubishi Electric and Seikoh Giken.

• Bloom Energy.

• Wasion Holdings.

• CQME.

First, I want to acknowledge that for some reason Leopold thinks it is worth his time to read my tweets. Might have something to do with the BE chatter this week.

Lumentum, Mitsubishi Electric, Seikoh Giken

This is huge for Seikoh Giken, yet we were given another opportunity to add this week a touch over 13k yen.