Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Watch for upside in names involved in HAMR drives such as TDK after positive comments from Seagate.</li>
<li>Rohm finally starting to get bucketed as an AI name could see significant upside after deep correction.</li>
<li>Quantum names continuing to surge with huge moves in IonQ and D-Wave sets positive tone for Socionext still.</li>
</ul>


Watch for upside in names involved in HAMR drives such as TDK after positive comments from Seagate.
Rohm finally starting to get bucketed as an AI name could see significant upside after deep correction.
Quantum names continuing to surge with huge moves in IonQ and D-Wave sets positive tone for Socionext still.


Japan Morning Connection: Power/Analog Names Lower, but Seagate IR Day a Big Success

<ul>
<li>Big gains in the US semi and DC related should translate into continued upside in Japan despite some BIG gains yesterday.</li>
<li>Wire and cable plays are all surging, yet the smaller side of the sector underperforms. Nidec good risk/reward into numbers.</li>
<li>HAMR rollout helping Seagate higher should also help memory/HDD component plays.</li>
</ul>


Big gains in the US semi and DC related should translate into continued upside in Japan despite some BIG gains yesterday.
Wire and cable plays are all surging, yet the smaller side of the sector underperforms. Nidec good risk/reward into numbers.
HAMR rollout helping Seagate higher should also help memory/HDD component plays.


Japan Morning Connection: AI Binge Buying Should Continue in Japan

<ul>
<li>Microchip setting a downbeat tone for power and auto semi related.</li>
<li>Big gains for JP SPE yesterday on China news may be set to continue.</li>
<li>Seagate delaying some HDD production, although HAMR is progressing as planned.</li>
</ul>


Microchip setting a downbeat tone for power and auto semi related.
Big gains for JP SPE yesterday on China news may be set to continue.
Seagate delaying some HDD production, although HAMR is progressing as planned.


Japan Morning Connection: Nuclear News from Meta May Help Kansai After Settlement Day Selloff

<ul>
<li>HP and Dell misses after-mkt yesterday setting off a wave of tech selling.</li>
<li>MSFT under antitrust scrutiny from the FTC raising concerns AI demand is too focused?</li>
<li>Panasonic briefing on AI continues to point to strong growth for its DC related server and power management solutions.</li>
</ul>


HP and Dell misses after-mkt yesterday setting off a wave of tech selling.
MSFT under antitrust scrutiny from the FTC raising concerns AI demand is too focused?
Panasonic briefing on AI continues to point to strong growth for its DC related server and power management solutions.


Japan Morning Connection: Japan Facing an Uphill Battle on Yen Strength and Weak Tape Overnight

<ul>
<li>Markets back to risk-on after big earnings from Tesla, Lam, and UPS.</li>
<li>Strong US new home sales data and good earnings for CBRE sets a positive tone for R/E.</li>
<li>Good Siltronics numbers yesterday a positive read for wafer makers Sumco and Shin-Etsu ahead of numbers today.</li>
</ul>


Markets back to risk-on after big earnings from Tesla, Lam, and UPS.
Strong US new home sales data and good earnings for CBRE sets a positive tone for R/E.
Good Siltronics numbers yesterday a positive read for wafer makers Sumco and Shin-Etsu ahead of numbers today.


Japan Morning Connection: Risk-On to Finish the Week

Japan

TDK CORPORATION manufactures electronics components such as magnetic tapes and ferrite cores.  The Company also sells power supplies, inductors, transformers, ceramic capacitors, magnets, LAN (Local Area Network) components, sensors, and semiconductors.  TDK markets its products worldwide.

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TDK Corp (6762 JP)

Japan Morning Connection: Power/Analog Names Lower, but Seagate IR Day a Big Success

Rebound for Wolfspeed despite no news on avoiding bankruptcy. Quantum names like IonQ and D-Wave surging, setting positive tone for Socionext....

Andrew Jackson

Japan Morning Connection: AI Binge Buying Should Continue in Japan

US gains in semiconductor and DC related should drive continued upside in Japan. Surges in wire and cable plays. HAMR rollout should boost memory...

Andrew Jackson

Japan Morning Connection: Nuclear News from Meta May Help Kansai After Settlement Day Selloff

Microchip setting downbeat tone for power/auto semi related. JP SPE may continue to see gains. Seagate delaying some HDD production but HAMAR...

Andrew Jackson

Japan Morning Connection: Japan Facing an Uphill Battle on Yen Strength and Weak Tape Overnight

HP and Dell missed earnings leading to a sell-off in tech, Microsoft under antitrust scrutiny, Panasonic points to strong growth for its DC...

Andrew Jackson

Japan Morning Connection: Risk-On to Finish the Week

Markets risk on after big earnings from Tesla, Lam and UPS. Positive tone for R/E after strong US home sales data and for wafer makers such as...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Power/Analog Names Lower, but Seagate IR Day a Big Success

Rebound for Wolfspeed despite no news on avoiding bankruptcy. Quantum names like IonQ and D-Wave surging, setting positive tone for Socionext....

Andrew Jackson

Japan Morning Connection: AI Binge Buying Should Continue in Japan

US gains in semiconductor and DC related should drive continued upside in Japan. Surges in wire and cable plays. HAMR rollout should boost memory...

Andrew Jackson

Japan Morning Connection: Nuclear News from Meta May Help Kansai After Settlement Day Selloff

​Microchip setting downbeat tone for power/auto semi related. JP SPE may continue to see gains. Seagate delaying some HDD production but HAMAR...

Andrew Jackson

Japan Morning Connection: Japan Facing an Uphill Battle on Yen Strength and Weak Tape Overnight

HP and Dell missed earnings leading to a sell-off in tech, Microsoft under antitrust scrutiny, Panasonic points to strong growth for its DC...

Andrew Jackson

Japan Morning Connection: Risk-On to Finish the Week

Markets risk on after big earnings from Tesla, Lam and UPS. Positive tone for R/E after strong US home sales data and for wafer makers such as...

Andrew Jackson

Microchip setting downbeat tone for power/auto semi related. JP SPE may continue to see gains. Seagate delaying some HDD production but HAMAR...