Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Homebuilders starting to stir, watch Sumitomo Forestry for upside squeeze potential.</li>
<li>Este Lauder continues to climb but JP names still languish as slow to react to changing trends.</li>
<li>Trump's brinkmanship continues as the 9th July tariff deadline looms.</li>
</ul>


Homebuilders starting to stir, watch Sumitomo Forestry for upside squeeze potential.
Este Lauder continues to climb but JP names still languish as slow to react to changing trends.
Trump's brinkmanship continues as the 9th July tariff deadline looms.


Japan Morning Connection: Big Pivot from Momo into Value Should See a Sharp Factor Rotation Today

Weekly podcast series by SemiWiki.com, SemiWiki.com

SemiWiki.com

Weekly podcast series by SemiWiki.com

Semiconductor Insiders: A weekly podcast series by SemiWiki.com, the open forum for semiconductor professionals.

<ul><li>New CEO of RISC V International focusing on continuity with previous CEO's roadmap</li><li>Prioritizing commercialization of RISC V in key industries like HPC, Data center, AI, Automotive, and Space</li><li>Key takeaways from RISC V Summit Europe include engagement from global attendees, important panels with industry leaders, and upgrades in software ecosystem membership.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

New CEO of RISC V International focusing on continuity with previous CEO's roadmapPrioritizing commercialization of RISC V in key industries like HPC, Data center, AI, Automotive, and SpaceKey takeaways from RISC V Summit Europe include engagement from global attendees, important panels with industry leaders, and upgrades in software ecosystem membership.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast EP294: An Overview of the Momentum and Breadth of the RISC-V Movement with Andrea Gallo

Japan Specialist

Mark Chadwick

<ul>
<li>Nikkei +4.6%, Topix +2.5% – strongest weekly performance since February and new YTD highs, driven by semiconductors and broad-based tech momentum.</li>
<li>Risk sentiment normalized after initial geopolitical shock from U.S. strikes on Iranian nuclear facilities; focus rotated back to U.S. macro and policy dovishness.</li>
<li>Sector divergence – semiconductors and telcos sharply outperform; Oil &amp; Gas lags amid energy volatility.</li>
</ul>


Nikkei +4.6%, Topix +2.5% – strongest weekly performance since February and new YTD highs, driven by semiconductors and broad-based tech momentum.
Risk sentiment normalized after initial geopolitical shock from U.S. strikes on Iranian nuclear facilities; focus rotated back to U.S. macro and policy dovishness.
Sector divergence – semiconductors and telcos sharply outperform; Oil &amp; Gas lags amid energy volatility.


Japan Weekly | Tech Soars as Geopolitics Risks Ease

Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria,CFA

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Equity Bottom-Up

<ul>
<li>
Undergoing a multi-year transformation:After a very challenging FY2024, <a href="https://www.smartkarma.com/entities/rohm-co-ltd" target="_blank" data-smartkarma-citation="entities:2953:1" rel="noopener">ROHM Co Ltd (6963 JP)</a> is reassessing its capital strategy, production footprint, and depreciation methodologies, forming the core of the structural reforms.</li>
<li>ROHM targets a return to operating profitability in FY26, supported by cost optimization, analog IC growth, and a disciplined capital expenditure strategy.</li>
<li>It is available at significantly cheaper valuation versus peers of just 0.8x price to book. Also, it has been added to the Nikkei 225 Index recently</li>
</ul>



Undergoing a multi-year transformation:After a very challenging FY2024, ROHM Co Ltd (6963 JP) is reassessing its capital strategy, production footprint, and depreciation methodologies, forming the core of the structural reforms.
ROHM targets a return to operating profitability in FY26, supported by cost optimization, analog IC growth, and a disciplined capital expenditure strategy.
It is available at significantly cheaper valuation versus peers of just 0.8x price to book. Also, it has been added to the Nikkei 225 Index recently


Rohm Co Ltd(6963 JP): Wake-Up Call After a Difficult Year, Reforms to Improve Profitability Ahead

<ul>
<li>Masayoshi Son is floating a $1trn AI factory in Arizona in exchange for tax breaks.</li>
<li>NTT Data out, Rohm in. Downside for Ibiden, but also small buying for Fasty, Terumo, Konami and others.</li>
<li>Renesas announces details of its Wolfspeed restructuring deal which includes kitchen sinking the losses this year.</li>
</ul>


Masayoshi Son is floating a $1trn AI factory in Arizona in exchange for tax breaks.
NTT Data out, Rohm in. Downside for Ibiden, but also small buying for Fasty, Terumo, Konami and others.
Renesas announces details of its Wolfspeed restructuring deal which includes kitchen sinking the losses this year.


Japan Morning Connection: US Directly Attacks Iran and Requests Japan to Spend 5% of GDP on Defense

Japan

Renesas Electronics Corporation researches, develops, designs and manufactures electronic components such as semiconductors and integrated devices.

Price Gauge
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Renesas Electronics (6723 JP)

Japan Morning Connection: Big Pivot from Momo into Value Should See a Sharp Factor Rotation Today

Homebuilders show potential for upside as market rotates; watch big momentum winners for downside. Este Lauder climbs while JP names lag behind.

Andrew Jackson

Podcast EP294: An Overview of the Momentum and Breadth of the RISC-V Movement with Andrea Gallo

The new CEO of RISC-V continues the roadmap set by the previous CEO, focusing on commercialization in various industries and prioritizing...

SemiWiki.com

Japan Weekly | Tech Soars as Geopolitics Risks Ease

Japanese stock market saw strong gains this week, led by semiconductors and tech, as risk sentiment normalized post-geopolitical tensions.

Mark Chadwick

Rohm Co Ltd(6963 JP): Wake-Up Call After a Difficult Year, Reforms to Improve Profitability Ahead

ROHM Co Ltd is undergoing a multi-year transformation to improve profitability, focusing on cost optimization and disciplined capital expenditure...

Sreemant Dudhoria,CFA

Japan Morning Connection: US Directly Attacks Iran and Requests Japan to Spend 5% of GDP on Defense

Defense related should be supported by reports on GDP defense spending along with Trump's move to directly bomb Iranian nuclear sites. Masayoshi...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Big Pivot from Momo into Value Should See a Sharp Factor Rotation Today

​Homebuilders show potential for upside as market rotates; watch big momentum winners for downside. Este Lauder climbs while JP names lag behind.

Andrew Jackson

Podcast EP294: An Overview of the Momentum and Breadth of the RISC-V Movement with Andrea Gallo

The new CEO of RISC-V continues the roadmap set by the previous CEO, focusing on commercialization in various industries and prioritizing...

SemiWiki.com

Japan Weekly | Tech Soars as Geopolitics Risks Ease

​Japanese stock market saw strong gains this week, led by semiconductors and tech, as risk sentiment normalized post-geopolitical tensions.

Mark Chadwick

Rohm Co Ltd(6963 JP): Wake-Up Call After a Difficult Year, Reforms to Improve Profitability Ahead

​ROHM Co Ltd is undergoing a multi-year transformation to improve profitability, focusing on cost optimization and disciplined capital expenditure...

Sreemant Dudhoria,CFA

Japan Morning Connection: US Directly Attacks Iran and Requests Japan to Spend 5% of GDP on Defense

Defense related should be supported by reports on GDP defense spending along with Trump's move to directly bomb Iranian nuclear sites. Masayoshi...

Andrew Jackson

Homebuilders show potential for upside as market rotates; watch big momentum winners for downside. Este Lauder climbs while JP names lag behind.

Japanese stock market saw strong gains this week, led by semiconductors and tech, as risk sentiment normalized post-geopolitical tensions.

ROHM Co Ltd is undergoing a multi-year transformation to improve profitability, focusing on cost optimization and disciplined capital expenditure...