Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Tech faded over the day on the potential for further tariffs.</li>
<li>Suzuki Motor's secondary deal was priced 5% below the last.</li>
<li>Onsemi pulls the plug on its plans for ALGM, expect weakness for Sanken.</li>
</ul>


Tech faded over the day on the potential for further tariffs.
Suzuki Motor's secondary deal was priced 5% below the last.
Onsemi pulls the plug on its plans for ALGM, expect weakness for Sanken.


Japan Morning Connection: 2-Days of Gains for the US Markets, but New Curbs Loom

<ul>
<li>Micron higher on brighter industry guidance for DRAM, with NAND hikes also due this month.</li>
<li>Sanken +10.75% yesterday with MS now on board for ON semi's pursuit of Allegro Microsystems.</li>
<li>Bullish broker initiation for space defence laggard play -83% below 2024 highs.</li>
</ul>


Micron higher on brighter industry guidance for DRAM, with NAND hikes also due this month.
Sanken +10.75% yesterday with MS now on board for ON semi's pursuit of Allegro Microsystems.
Bullish broker initiation for space defence laggard play -83% below 2024 highs.


Japan Morning Connection: Pre-Tariff Relief Rally Will Start Japan Higher to Start

<ul>
<li>Japan's SPE rebound yesterday led by Lasertec -10% may be short lived.</li>
<li>However, NVDA's week-long developers conference from Monday may act as dip buying catalyst.</li>
<li>Still room for EU related plays to gain with many related names inherently defensive.</li>
</ul>


Japan's SPE rebound yesterday led by Lasertec -10% may be short lived.
However, NVDA's week-long developers conference from Monday may act as dip buying catalyst.
Still room for EU related plays to gain with many related names inherently defensive.


Japan Morning Connection: Bloodbath for Tech and Continued Pivot from Growth to Value

<ul>
<li>Huge gains for JP names with EU exposure yesterday looks set to continue as markets rotate out of AI plays.</li>
<li>Sanken Electric went limit up on the news of ON Semi's bid for Allegro, although ALGM trading very wide overnight.</li>
<li>EU mania should be enough to reboot Daikin's heat pump catalyst off stone sold levels.</li>
</ul>


Huge gains for JP names with EU exposure yesterday looks set to continue as markets rotate out of AI plays.
Sanken Electric went limit up on the news of ON Semi's bid for Allegro, although ALGM trading very wide overnight.
EU mania should be enough to reboot Daikin's heat pump catalyst off stone sold levels.


Japan Morning Connection: Tech Out, All Things EU In

<ul>
<li>Semi cap names higher with Trump not mentioning export restrictions on his speech to Congress.</li>
<li>Disco -7% yesterday despite no news could see dip buying as oversold SPE gets bought.</li>
<li>Names such as Daikin and Shimano may also catch a bid on the German spending news.</li>
</ul>


Semi cap names higher with Trump not mentioning export restrictions on his speech to Congress.
Disco -7% yesterday despite no news could see dip buying as oversold SPE gets bought.
Names such as Daikin and Shimano may also catch a bid on the German spending news.


Japan Morning Connection: Names with EU Exposure in Focus After Germany Pulls the Stops on Spending

Japan

Sanken Electric Co., Ltd. manufactures and sells discrete semiconductors such as diodes and transistors, and analog integrated circuits.  The Company also manufactures various kinds of adapters and surge/transient protectors.

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Sanken Electric (6707 JP)

Japan Morning Connection: 2-Days of Gains for the US Markets, but New Curbs Loom

Tech stocks declined due to concerns about additional tariffs, Suzuki Motor's secondary deal priced 5% lower than last, and Onsemi's decision to...

Andrew Jackson

Japan Morning Connection: Pre-Tariff Relief Rally Will Start Japan Higher to Start

Micron higher on better industry guidance for DRAM and NAND hikes, Sanken up with MS involved in Allegro Microsystems takeover, Bullish stance for...

Andrew Jackson

Japan Morning Connection: Bloodbath for Tech and Continued Pivot from Growth to Value

Japan's SPE rebound may be short-lived, but NVDA's conference could boost AI related names. EU-related plays still have room to gain with pivot...

Andrew Jackson

Japan Morning Connection: Tech Out, All Things EU In

Gains for JP names with EU exposure as markets shift away from AI plays. Sanken Electric limit up on ON Semi's bid for Allegro. Daikin's heat pump...

Andrew Jackson

Japan Morning Connection: Names with EU Exposure in Focus After Germany Pulls the Stops on Spending

Semi cap stocks rise as Trump's speech to Congress omits export restrictions, while oversold SPE sees potential dip buying and German spending...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: 2-Days of Gains for the US Markets, but New Curbs Loom

​Tech stocks declined due to concerns about additional tariffs, Suzuki Motor's secondary deal priced 5% lower than last, and Onsemi's decision to...

Andrew Jackson

Japan Morning Connection: Pre-Tariff Relief Rally Will Start Japan Higher to Start

Micron higher on better industry guidance for DRAM and NAND hikes, Sanken up with MS involved in Allegro Microsystems takeover, Bullish stance for...

Andrew Jackson

Japan Morning Connection: Bloodbath for Tech and Continued Pivot from Growth to Value

​Japan's SPE rebound may be short-lived, but NVDA's conference could boost AI related names. EU-related plays still have room to gain with pivot...

Andrew Jackson

Japan Morning Connection: Tech Out, All Things EU In

Gains for JP names with EU exposure as markets shift away from AI plays. Sanken Electric limit up on ON Semi's bid for Allegro. Daikin's heat pump...

Andrew Jackson

Japan Morning Connection: Names with EU Exposure in Focus After Germany Pulls the Stops on Spending

​Semi cap stocks rise as Trump's speech to Congress omits export restrictions, while oversold SPE sees potential dip buying and German spending...

Andrew Jackson

Tech stocks declined due to concerns about additional tariffs, Suzuki Motor's secondary deal priced 5% lower than last, and Onsemi's decision to...

Japan's SPE rebound may be short-lived, but NVDA's conference could boost AI related names. EU-related plays still have room to gain with pivot...

Semi cap stocks rise as Trump's speech to Congress omits export restrictions, while oversold SPE sees potential dip buying and German spending...