Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Huge +18% move for Sandisk will help Japan's memory complex leg higher.</li>
<li>Networking developer Ciena jumped 23% after blow-out numbers while Broadcom beats after-hours.</li>
<li>10-Year yield dropping below its recent supports helps home builders higher while Shin Etsu continues to underwhelm.</li>
</ul>


Huge +18% move for Sandisk will help Japan's memory complex leg higher.
Networking developer Ciena jumped 23% after blow-out numbers while Broadcom beats after-hours.
10-Year yield dropping below its recent supports helps home builders higher while Shin Etsu continues to underwhelm.


Japan Morning Connection: Tech Storms Higher on a Raft of Positive Earnings and Bullish NAND Outlook

<ul>
<li>Memory continues to surge with Western Digital named as a top pick helping lift peers.</li>
<li>Power and industrial semi's lower after a poor reception to Infineon's IR conference comments and Trump's wind power attack.</li>
<li>Da Vinci facing headwinds as funding recedes in another negative for Sysmex who continues to reel after poor numbers.</li>
</ul>


Memory continues to surge with Western Digital named as a top pick helping lift peers.
Power and industrial semi's lower after a poor reception to Infineon's IR conference comments and Trump's wind power attack.
Da Vinci facing headwinds as funding recedes in another negative for Sysmex who continues to reel after poor numbers.


Japan Morning Connection: Alphabet and Apple Prop the Market up as AI Cited as a Competitive Threat

<ul>
<li>Markets not liking the US revoking TSMC's China export waiver sending TSMC suppliers lower.</li>
<li>Memory continues to shine but there looks to be more upside for HDD component suppliers Hoya and Minebea.</li>
<li>New AI glasses from Samsung could reignite interest in Nikon if the technology comes back into focus.</li>
</ul>


Markets not liking the US revoking TSMC's China export waiver sending TSMC suppliers lower.
Memory continues to shine but there looks to be more upside for HDD component suppliers Hoya and Minebea.
New AI glasses from Samsung could reignite interest in Nikon if the technology comes back into focus.


Japan Morning Connection: Google Spared from Anti-Trust Break up Sends Stock up in Late Trading

<ul>
<li>Skyworks and Cirrus both beating should help the likes of Nitto Denko and Alps.</li>
<li>SMCI tanking -16% as investor confidence shaken by a swift U-turn from previous bullish guidance.</li>
<li>Mitsubishi Heavy continues to surge with its earnings lifted by strong growth for its gas turbine business.</li>
</ul>


Skyworks and Cirrus both beating should help the likes of Nitto Denko and Alps.
SMCI tanking -16% as investor confidence shaken by a swift U-turn from previous bullish guidance.
Mitsubishi Heavy continues to surge with its earnings lifted by strong growth for its gas turbine business.


Japan Morning Connection: Apple Suppliers Continue Higher but SMCI and AMD Disappoint After-Hours

<ul>
<li>HDD names taking a hit in later trading after Seagate miss. Watch the likes of Hoya, TDK and Minebea Misumi for weakness.</li>
<li>Boeing down despite numbers good on better FCF, although 787 deliveries read's well for carbon fiber names the Heavies.</li>
<li>NEC beat points to plenty of room for further upside, while Advantest numbers may lead to tough QoQ comps for 2Q.</li>
</ul>


HDD names taking a hit in later trading after Seagate miss. Watch the likes of Hoya, TDK and Minebea Misumi for weakness.
Boeing down despite numbers good on better FCF, although 787 deliveries read's well for carbon fiber names the Heavies.
NEC beat points to plenty of room for further upside, while Advantest numbers may lead to tough QoQ comps for 2Q.


Japan Morning Connection: Big Print for Corning Will Drive DC and Optical Connectivity Plays

Japan

Minebea Mitsumi manufactures and markets miniature and instrument ball bearings.  The Company also makes DC motors, servo motors, stepping motors, spindle motors, pivot assemblies, rod-end and spherical bearings, fasteners, and computer keyboards. Minebea Mitsumi has production facilities in Thailand and Singapore.

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Minebea Mitsumi (6479 JP)

Japan Morning Connection: Tech Storms Higher on a Raft of Positive Earnings and Bullish NAND Outlook

Lynx equity strategies research sent NAND related higher in the US, watch JP memory names today. Drop in 10-year yield will help homebuilders....

Andrew Jackson

Japan Morning Connection: Alphabet and Apple Prop the Market up as AI Cited as a Competitive Threat

Memory names continue to perform well. Intuitive surgical dropped after guidance showed impact from tarrifs. Marvell falls again after lackluster...

Andrew Jackson

Japan Morning Connection: Google Spared from Anti-Trust Break up Sends Stock up in Late Trading

Optical tech related may see sentiment rise with AR/AI glasses market, HDD names have further to grow with storage demand for AI data centres.

Andrew Jackson

Japan Morning Connection: Apple Suppliers Continue Higher but SMCI and AMD Disappoint After-Hours

An upbeat tone set for JP Apple suppliers. SMCI down after cut sales guidance. Mitsubishi Heavy Industries earnings show strong growth.

Andrew Jackson

Japan Morning Connection: Big Print for Corning Will Drive DC and Optical Connectivity Plays

Memory names will be down after Seagate's weakness. Boeing down despite good numbers but general outlook is strong. Corning's beat should send...

Andrew Jackson

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