Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS. AI Driven Tech Rally Continues; Debt Deal Close(r) as Biden-McCarthy Agree, Vote still to come;More Hikes to Come as Inflation Picks UP; (Another) Massive Boeing order in the works</li>
<li>JAPAN. NKY Futs 1.9% Prem  vs Cash; US Tech(AI) Driven Rally continues;Yen Shorts Accummulate as USDJPY pass 140; Tokyo Inflation Slows;Toyota Loses crown of top selling car to TESLA</li>
<li>NUGGET. Drone Delivery in Japan - within Sight; Japan Post(6178) leading the way aiming for 2023 commercialization. </li>
</ul>


OVERSEAS. AI Driven Tech Rally Continues; Debt Deal Close(r) as Biden-McCarthy Agree, Vote still to come;More Hikes to Come as Inflation Picks UP; (Another) Massive Boeing order in the works
JAPAN. NKY Futs 1.9% Prem  vs Cash; US Tech(AI) Driven Rally continues;Yen Shorts Accummulate as USDJPY pass 140; Tokyo Inflation Slows;Toyota Loses crown of top selling car to TESLA
NUGGET. Drone Delivery in Japan - within Sight; Japan Post(6178) leading the way aiming for 2023 commercialization. 


Ohayo Japan |AI All the Way Tech Continues to Lead Equities UP; NUGGET: JP Drone Delivery-In Sight

<ul>
<li>It was a relatively quiet week for the broader index. However, there was a big sector shift towards tech and AI winners.</li>
<li>Japanese Heavy Equipment makers have technologies that will be in demand for decades. KHI trades below book. </li>
<li>As we head into AGM season, we take a look at interesting activist campaigns. </li>
</ul>


It was a relatively quiet week for the broader index. However, there was a big sector shift towards tech and AI winners.
Japanese Heavy Equipment makers have technologies that will be in demand for decades. KHI trades below book. 
As we head into AGM season, we take a look at interesting activist campaigns. 


Japan Weekly | Advantest, Ibiden, Kawasaki Heavy, SK Kaken, NCHD

<ul>
<li>OVERSEAS. NDIVIA scores leading Tech to drive SPX +0.9% into the green; Closer to a Debt Limit Deal;  Marvell Tech reports - Bullish On AI</li>
<li>JAPAN.  NKY Futs 0.9% vs Cash; USDJPY weakens to 140 on dovish Ueda comments; NVIDIA drives Japan AI supply chain gains; Foreigners continue to pour into Japan for 8th week.</li>
<li>NUGGET. Calbee, worth a 2nd look after the recent share price sell-off given their very credible medium term business plan.</li>
</ul>


OVERSEAS. NDIVIA scores leading Tech to drive SPX +0.9% into the green; Closer to a Debt Limit Deal;  Marvell Tech reports - Bullish On AI
JAPAN.  NKY Futs 0.9% vs Cash; USDJPY weakens to 140 on dovish Ueda comments; NVIDIA drives Japan AI supply chain gains; Foreigners continue to pour into Japan for 8th week.
NUGGET. Calbee, worth a 2nd look after the recent share price sell-off given their very credible medium term business plan.


Ohayo Japan |Tech..no, NVIDIA All the Way; NUGGET: Calbee - Time for a 2nd Look ?

<ul>
<li>OVERSEAS. SPX -0.7%, down again on inability to get a debt deal; Yellen's warnings keep coming; Fed Minutes - Officials mixed on hikes/pause; NVIDIA-BLOW OUT AI DRIVEN GUIDANCE</li>
<li>JAPAN. NKY Futs -0.3% Discount to Cash; US debt limit weighs on Japans;  Fujitsu MTP - to return ¥600bn to shareholders over 3 yrs; Watch Advantest today on NVIDIA's guidance</li>
<li>NUGGET. Next Gen drinks development takes off as Sapporo Holdings(2501 JP) seeks competitive edge in drinks development by using AI</li>
</ul>


OVERSEAS. SPX -0.7%, down again on inability to get a debt deal; Yellen's warnings keep coming; Fed Minutes - Officials mixed on hikes/pause; NVIDIA-BLOW OUT AI DRIVEN GUIDANCE
JAPAN. NKY Futs -0.3% Discount to Cash; US debt limit weighs on Japans;  Fujitsu MTP - to return ¥600bn to shareholders over 3 yrs; Watch Advantest today on NVIDIA's guidance
NUGGET. Next Gen drinks development takes off as Sapporo Holdings(2501 JP) seeks competitive edge in drinks development by using AI


Ohayo Japan | US Stocks/Bond Sell Off (Again) On Debt Impass;NUGGET: Sapporo HD-Using AI to Get Edge

<ul>
<li>OVERSEAS.  SPX -0.1% fails to make it 3 in a row; Talks paused, now resumed but deal distant; Powell set to pause hikes in June; More worries in US Regionals</li>
<li>JAPAN. NKY Futs flat vs Cash; Kishida hosts a successful G7 summit; April Core Inflation hits 4.1% - Gov Ueda says no early exit; More Japanese are job hopping=&gt;+ve Wages</li>
<li>NUGGET. Panasonic - Found Battery Religion (Finally!) - A more aggressive stance</li>
</ul>


OVERSEAS.  SPX -0.1% fails to make it 3 in a row; Talks paused, now resumed but deal distant; Powell set to pause hikes in June; More worries in US Regionals
JAPAN. NKY Futs flat vs Cash; Kishida hosts a successful G7 summit; April Core Inflation hits 4.1% - Gov Ueda says no early exit; More Japanese are job hopping=&gt;+ve Wages
NUGGET. Panasonic - Found Battery Religion (Finally!) - A more aggressive stance


Ohayo Japan |Stall in Debt Talks = Stall in SPX; NUGGET: Panasonic - Found Religion (Finally !)

Japan

ADVANTEST CORPORATION produces semiconductor testing devices and electronic measuring instruments.  The Company's products include large-scale integration (LSI) test systems, memory test systems, dynamic test handlers, network analyzers, electronic meters, optical testing devices, and signal sources.

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Advantest Corp (6857 JP)

Ohayo Japan |AI All the Way Tech Continues to Lead Equities UP; NUGGET: JP Drone Delivery-In Sight

Debt Deal Close; NKY Futs 1.9% Prem vs Cash; Yen Shorts rise as USDJPY pass 140; Tokyo Inflation Slows;Toyota Loses crown of top selling car to...

Mark Chadwick

Japan Weekly | Advantest, Ibiden, Kawasaki Heavy, SK Kaken, NCHD

Foreign investors continue to flood into the Japanese market. There are plenty of AI beneficiaries and plenty of old economy companies that have in...

Mark Chadwick

Ohayo Japan |Tech..no, NVIDIA All the Way; NUGGET: Calbee - Time for a 2nd Look ?

NVIDIA +24%. This says in All; NKY Futs 0.9% vs Cash; USDJPY weakens to 140 on dovish Ueda comments; NVIDIA drives Japan AI supply chain gains;...

Mark Chadwick

Ohayo Japan | US Stocks/Bond Sell Off (Again) On Debt Impass;NUGGET: Sapporo HD-Using AI to Get Edge

Stocks and Bonds sell off in the US on ongoing debt limit impass; NKY Futs -0.3% Discount to Cash; Aggressive shareholder returns in Fujitsu's...

Mark Chadwick

Ohayo Japan |Stall in Debt Talks = Stall in SPX; NUGGET: Panasonic - Found Religion (Finally !)

Republican walkout stall SPX -0.1%. NKY Futs flat vs Cash; Kishida hosts a successful G7 summit; April Core Inflation hits 4.1% - Gov Ueda says no...

Mark Chadwick

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