Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>UK deal and anticipation of a positive outcome to China talks lifting positioning into risk assets.</li>
<li>Quantum computing names flying after D-wave numbers may lift Socionext.</li>
<li>Nintendo numbers obviously conservative, while Ibiden points to a bigger NVDA product mix + index upside.</li>
</ul>


UK deal and anticipation of a positive outcome to China talks lifting positioning into risk assets.
Quantum computing names flying after D-wave numbers may lift Socionext.
Nintendo numbers obviously conservative, while Ibiden points to a bigger NVDA product mix + index upside.


Japan Morning Connection: Market Risk on with Trump Telling Punters to Buy Ahead of W/E

<ul>
<li>Texas Instruments and STM numbers pointing to a bottom for industrial and automotive semi's.</li>
<li>Memory catching a bid on SK Hynix numbers yesterday, may see signs of live for Kioxia.</li>
<li>Renesas may run after better-than-feared numbers yesterday and a more positive read for the sector overall.</li>
</ul>


Texas Instruments and STM numbers pointing to a bottom for industrial and automotive semi's.
Memory catching a bid on SK Hynix numbers yesterday, may see signs of live for Kioxia.
Renesas may run after better-than-feared numbers yesterday and a more positive read for the sector overall.


Japan Morning Connection: Japan Set to Melt up with Smaller Cap SPE and Power/Analog Names in Focus

<ul>
<li>Disco guidance possibly showing front loading ahead of a potentially far bleaker 2Q.</li>
<li>US homebuilders strong after DR Horton reported strong GPM despite cutting guidance.</li>
<li>Trump re-raising the possibility of fees for Chinese vessels at US ports may be positive for non-Chinese ship builders.</li>
</ul>


Disco guidance possibly showing front loading ahead of a potentially far bleaker 2Q.
US homebuilders strong after DR Horton reported strong GPM despite cutting guidance.
Trump re-raising the possibility of fees for Chinese vessels at US ports may be positive for non-Chinese ship builders.


Japan Morning Connection: TSMC Fails to Hold Early Gains While Semi-Cap Plays Also Sag

<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

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.

Price Gauge
52-week Range	0.00 - 0.00
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Sanken Electric (6707 JP)

Japan Morning Connection: Market Risk on with Trump Telling Punters to Buy Ahead of W/E

Positioning into risk assets with UK deal and China talks, Socionext may benefit from D-wave numbers; may be opportunity to buy into the dip for...

Andrew Jackson

Japan Morning Connection: Japan Set to Melt up with Smaller Cap SPE and Power/Analog Names in Focus

Positive signs for semiconductors as Texas Instruments and STM report good numbers. May see some recovery from Kioxia after the SK Hynix numbers.

Andrew Jackson

Japan Morning Connection: TSMC Fails to Hold Early Gains While Semi-Cap Plays Also Sag

Disco may suffer from tough 2Q with AI spending nearing its peak, US homebuilders up after strong beat from DR Horton, Trump's fees on Chinese...

Andrew Jackson

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Market Risk on with Trump Telling Punters to Buy Ahead of W/E

Positioning into risk assets with ​UK deal and China talks, Socionext may benefit from D-wave numbers; may be opportunity to buy into the dip for...

Andrew Jackson

Japan Morning Connection: Japan Set to Melt up with Smaller Cap SPE and Power/Analog Names in Focus

​Positive signs for semiconductors as Texas Instruments and STM report good numbers. May see some recovery from Kioxia after the SK Hynix numbers.

Andrew Jackson

Japan Morning Connection: TSMC Fails to Hold Early Gains While Semi-Cap Plays Also Sag

​Disco may suffer from tough 2Q with AI spending nearing its peak, US homebuilders up after strong beat from DR Horton, Trump's fees on Chinese...

Andrew Jackson

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

Positioning into risk assets with UK deal and China talks, Socionext may benefit from D-wave numbers; may be opportunity to buy into the dip for...

Positive signs for semiconductors as Texas Instruments and STM report good numbers. May see some recovery from Kioxia after the SK Hynix numbers.

Disco may suffer from tough 2Q with AI spending nearing its peak, US homebuilders up after strong beat from DR Horton, Trump's fees on Chinese...

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