Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>TEL, Screen and Kokusai with high China exposure set to underperform with prospect of MATCH act resulting in export curbs.</li>
<li>Tesla adopting Intel's 14A production tech as a cornerstone client a positive read for Lasertec, Ibiden and TEL.</li>
<li>Texas Instruments beat with strong guidance, a great read for Fuji Electric, Rohm and Renesas.</li>
</ul>


TEL, Screen and Kokusai with high China exposure set to underperform with prospect of MATCH act resulting in export curbs.
Tesla adopting Intel's 14A production tech as a cornerstone client a positive read for Lasertec, Ibiden and TEL.
Texas Instruments beat with strong guidance, a great read for Fuji Electric, Rohm and Renesas.


Japan Morning Connection: Memory Names Hit New Highs but MATCH Act Threatens SPE

<ul>
<li>Comments on Intel's growth a positive read for Lasertec, TEL and Screen.</li>
<li>Power semis surge on TXN upgrade with analyst expecting 10% price hikes in China. Fuji Electric, Renesas and Sanken set to follow.</li>
<li>Aehr Test lands another hyperscaler order setting a positive tone for Micronics, Teraprobe and Advantest at the open.</li>
</ul>


Comments on Intel's growth a positive read for Lasertec, TEL and Screen.
Power semis surge on TXN upgrade with analyst expecting 10% price hikes in China. Fuji Electric, Renesas and Sanken set to follow.
Aehr Test lands another hyperscaler order setting a positive tone for Micronics, Teraprobe and Advantest at the open.


Japan Morning Connection: Broad Based Tech Rally Set to Lift Chips, Lasers, Memory and Power Semis

<ul>
<li>Intel's Terafab momentum continues with Ibiden, TEL and Lasertec with more upside likely today.</li>
<li>Meta launches AI model Muse Spark hitting software names. NEC and Fujitsu set to underperform today.</li>
<li>Chiyoda +15.5% after announcing it is already returning to work at Qatar's Ras Laffan LNG plant.</li>
</ul>


Intel's Terafab momentum continues with Ibiden, TEL and Lasertec with more upside likely today.
Meta launches AI model Muse Spark hitting software names. NEC and Fujitsu set to underperform today.
Chiyoda +15.5% after announcing it is already returning to work at Qatar's Ras Laffan LNG plant.


Japan Morning Connection: Risk on as Tech and Memory Names Reach All Time Highs

<ul>
<li>Disco, Kokusai and Softbank among the biggest tech laggards set to scramble higher on ceasefire news.</li>
<li>Intel joining Musk's Terafab and generating interest from Google and Amazon a positive for the main Intel suppliers such as Lasertec and Ibiden.</li>
<li>Defensive outperformers set to lose their recent upside momentum on the risk-on shift.</li>
</ul>


Disco, Kokusai and Softbank among the biggest tech laggards set to scramble higher on ceasefire news.
Intel joining Musk's Terafab and generating interest from Google and Amazon a positive for the main Intel suppliers such as Lasertec and Ibiden.
Defensive outperformers set to lose their recent upside momentum on the risk-on shift.


Japan Morning Connection: Ceasefire Set to Send Tech and AI Laggards Surging Higher

<ul>
<li>Intel buying back its Irish fab stake sets a positive tone for Lasertec and TEL at the open.</li>
<li>Socionext, Kokusai and Softbank all oversold yesterday and looking like buys given improving memory sentiment.</li>
<li>Further upside for the space sector after SpaceX increased IPO valuation to $2trn as well as the news that Amazon is looking to acquire satellite group Globalstar for $9bn.</li>
</ul>


Intel buying back its Irish fab stake sets a positive tone for Lasertec and TEL at the open.
Socionext, Kokusai and Softbank all oversold yesterday and looking like buys given improving memory sentiment.
Further upside for the space sector after SpaceX increased IPO valuation to $2trn as well as the news that Amazon is looking to acquire satellite group Globalstar for $9bn.


Japan Morning Connection: US Recovers After a Shaky Asia Tape and Space Names Continue to Fly

Japan

Tokyo Electron Limited manufactures and sells industrial electronics products, such as semiconductor manufacturing machines, computer system, and electronic components.  The Company products are sold in US, Taiwan, and others as well as in Japan.

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Tokyo Electron (8035 JP)

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