Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Memory names surging after bullish broker upgrades as mkt refuses to sell off into the shutdown.</li>
<li>Boeing taking a break but outlook for CF suppliers such as Toray ahead of the announcement for now Chinese orders looks positive.</li>
<li>Oil takes a sizeable hit with OPEC signalling supply increases on the way.</li>
</ul>


Memory names surging after bullish broker upgrades as mkt refuses to sell off into the shutdown.
Boeing taking a break but outlook for CF suppliers such as Toray ahead of the announcement for now Chinese orders looks positive.
Oil takes a sizeable hit with OPEC signalling supply increases on the way.


Japan Morning Connection: Wolfspeed Out of Chapter 11 as Expected and Stock Rallies 1726%

<ul>
<li>Kioxia, Minebea Misumi and Hoya may face a wobbly open after both Sandisk and WD missed expectations.</li>
<li>Sumco and Shin Etsu could see limited impact or even gains from proposed US polysilicon tariffs, as both source directly from US-based suppliers.</li>
<li>SpaceX dropped -13.6% after earnings AH yesterday, which looked good, but the firm spooked the mkt with its higher AI spend.</li>
</ul>


Kioxia, Minebea Misumi and Hoya may face a wobbly open after both Sandisk and WD missed expectations.
Sumco and Shin Etsu could see limited impact or even gains from proposed US polysilicon tariffs, as both source directly from US-based suppliers.
SpaceX dropped -13.6% after earnings AH yesterday, which looked good, but the firm spooked the mkt with its higher AI spend.


Japan Morning Connection: Memory Names Set for a Tough Session After Sandisk, WD Earnings Disappoint

<ul>
<li>Kokusai Elec and Micronics may see upside as CXMT's blockbuster IPO nears, with its retail tranche reportedly 212x oversubscribed.</li>
<li>TDK, Minebea Misumi and Nitto Denko may face pressure after Qualcomm's price hike points to lower sales of cheaper handsets across Asia.</li>
<li>Ibiden and TEL look unfairly sold on Friday and worth revisiting today.</li>
</ul>


Kokusai Elec and Micronics may see upside as CXMT's blockbuster IPO nears, with its retail tranche reportedly 212x oversubscribed.
TDK, Minebea Misumi and Nitto Denko may face pressure after Qualcomm's price hike points to lower sales of cheaper handsets across Asia.
Ibiden and TEL look unfairly sold on Friday and worth revisiting today.


Japan Morning Connection: Risk-On Mood May Return as Red Sea Tensions Ease

<ul>
<li>Samsung profits surge 8x on AI memory demand, a positive for Kioxia which is not far from its highs as well as Kokusai and Micronics.</li>
<li>Aehr Test systems +60% for the week ahead of earnings tomorrow, setting a positive tone for Advantest which is -25% from its recent highs.</li>
<li>Space related names continue to be in focus with NASA’s Artemis II mission capturing the world’s attention.</li>
</ul>


Samsung profits surge 8x on AI memory demand, a positive for Kioxia which is not far from its highs as well as Kokusai and Micronics.
Aehr Test systems +60% for the week ahead of earnings tomorrow, setting a positive tone for Advantest which is -25% from its recent highs.
Space related names continue to be in focus with NASA’s Artemis II mission capturing the world’s attention.


Japan Morning Connection: Memory Names Lead the Charge Back to Pre-War Highs on Iran Optimism

<ul>
<li>Airliners have started to find a bottom so we may see a bit of a bid for Japan Airlines and Ana Holdings.</li>
<li>Memory names surge with Sandisk now +28% off its Iran war lows; HDD supply chain names may soon catch a bid.</li>
<li>Wafer names stirring with Soitec +41% last week and Sumco looking attractive as a buy the dip.</li>
</ul>


Airliners have started to find a bottom so we may see a bit of a bid for Japan Airlines and Ana Holdings.
Memory names surge with Sandisk now +28% off its Iran war lows; HDD supply chain names may soon catch a bid.
Wafer names stirring with Soitec +41% last week and Sumco looking attractive as a buy the dip.


Japan Morning Connection: Will HDD Supply Chain Laggards Minebea and Hoya Soon Catch a Bid?

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: Wolfspeed Out of Chapter 11 as Expected and Stock Rallies 1726%

Markets largely shake off shutdown concerns with memory exploding higher, watch 285A Kioxia. Toray may get a leg higher when China confirms...

Andrew Jackson

Japan Morning Connection: Memory Names Set for a Tough Session After Sandisk, WD Earnings Disappoint

Kioxia, Minebea Misumi, and Hoya may have a rough open due to missed expectations from Sandisk and WD, while US polysilicon tariffs shouldn't be a...

Andrew Jackson

Japan Morning Connection: Risk-On Mood May Return as Red Sea Tensions Ease

Ibiden and TEL may be worth revisiting after Friday's overreaction, while memory SPE names Kokusai and Micronics could see support from CXMT's...

Andrew Jackson

Japan Morning Connection: Memory Names Lead the Charge Back to Pre-War Highs on Iran Optimism

Samsung profits up 8x burying TurboQuant fears. Disco prelim numbers pointing to a strong open. Aehr Test Systems has the potential to set a very...

Andrew Jackson

Japan Morning Connection: Will HDD Supply Chain Laggards Minebea and Hoya Soon Catch a Bid?

Memory leads the way as markets stay resilient, with wafer names stirring and airlines may finally catch a bid after weeks of pressure.

Andrew Jackson

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