Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Seagate AH beats but stock slightly lower after its 500% gains since April.</li>
<li>Corning tie-up with Meta sends its 15.6% highs and sets a strong tone for JP wire and cable plays.</li>
<li>TXN +10% AH after earnings showed demand for industrial equipment and vehicles is beginning to rebound.</li>
</ul>


Seagate AH beats but stock slightly lower after its 500% gains since April.
Corning tie-up with Meta sends its 15.6% highs and sets a strong tone for JP wire and cable plays.
TXN +10% AH after earnings showed demand for industrial equipment and vehicles is beginning to rebound.


Japan Morning Connection: Micron Expanding NAND Capacity Does Little to Dent Sentiment for Peers

<ul>
<li>Trump Intel meetings sends INTC higher in late trading...better for fab suppliers than tape suggests.</li>
<li>Trump touting Govt buying $200bn worth of MBS as panacea for housing.</li>
<li>Defense higher again, while Fast Retailing and Disco post good numbers.</li>
</ul>


Trump Intel meetings sends INTC higher in late trading...better for fab suppliers than tape suggests.
Trump touting Govt buying $200bn worth of MBS as panacea for housing.
Defense higher again, while Fast Retailing and Disco post good numbers.


Japan Morning Connection: Heat Comes Out of AI While Homebuilders Rebound Sharply

<ul>
<li>Credo gains read well for connectivity plays but Astera Labs ran out of steam after early pop.</li>
<li>Intel higher still after Apple reportedly signs NDA to explore 18A for the M-series.</li>
<li>Power and industrial semi names led higher by NXP after upbeat comments at UBS conference.</li>
</ul>


Credo gains read well for connectivity plays but Astera Labs ran out of steam after early pop.
Intel higher still after Apple reportedly signs NDA to explore 18A for the M-series.
Power and industrial semi names led higher by NXP after upbeat comments at UBS conference.


Japan Morning Connection: Boeing FCF Back on Track a Good Sign for JP Heavies and CF Makers

<ul>
<li>Apple to ATH's with its China iPhone17 sales tracking 14% better than the same period for the iPhone16.</li>
<li>With an LDP - Ishin pact signed, Takaichi is set to reign as PM. Space names and JSW look to have more upside as do Heavies.</li>
<li>Will a China trade deal include a big Boeing order after a 5-year hiatus? Comments from the US Ambassador and Trumps play book point to YES.</li>
</ul>


Apple to ATH's with its China iPhone17 sales tracking 14% better than the same period for the iPhone16.
With an LDP - Ishin pact signed, Takaichi is set to reign as PM. Space names and JSW look to have more upside as do Heavies.
Will a China trade deal include a big Boeing order after a 5-year hiatus? Comments from the US Ambassador and Trumps play book point to YES.


Japan Morning Connection: AWS Outage and Calls for Improved Redundancy Infra Drives Tech and AI Up

<ul>
<li>US eyeing rules for tech companies to buy 1:1 domestic made chips vs imported. Globalfoundries and Intel both strong.</li>
<li>Boeing strong after Turkey order, although the big catalyst will be China orders after a 5-year hiatus.</li>
<li>Musk comments that tesla was busy scaling the Optimus may help Harmonic Drive catch big after woeful perf last week.</li>
</ul>


US eyeing rules for tech companies to buy 1:1 domestic made chips vs imported. Globalfoundries and Intel both strong.
Boeing strong after Turkey order, although the big catalyst will be China orders after a 5-year hiatus.
Musk comments that tesla was busy scaling the Optimus may help Harmonic Drive catch big after woeful perf last week.


Japan Morning Connection: US Higher Despite Upcoming Govt Shutdown and Potential Delayed Jobs Data

Japan

TORAY INDUSTRIES, INC. manufactures yarns, synthetic fibers, and man-made leather used as apparel and industrial materials.  The Company also makes chemical products such as polyester films, engineering plastics, and resin materials.  Toray develops information equipment such as electronic circuit and liquid crystal color filter.

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Toray Industries (3402 JP)

Japan Morning Connection: Micron Expanding NAND Capacity Does Little to Dent Sentiment for Peers

Upbeat tone for Japan power and semi makers set by US peers. Market will be expecting Fanuc to be a major 'physical AI' play.

Andrew Jackson

Japan Morning Connection: Heat Comes Out of AI While Homebuilders Rebound Sharply

JP defense names trading below their 2025 highs while global names run higher. Uniqlo's strong earnings release in Japan and Greater China bodes...

Andrew Jackson

Japan Morning Connection: Boeing FCF Back on Track a Good Sign for JP Heavies and CF Makers

Memory names took a back seat, while power and industrial semi's were lifted by upbeat comments at a UBS conference. Intel had another strong move...

Andrew Jackson

Japan Morning Connection: AWS Outage and Calls for Improved Redundancy Infra Drives Tech and AI Up

Confirmation on Takaichi to become the PM sent heavies, nuclear and space related up. Power semi names did well with laggards getting picked up.

Andrew Jackson

Japan Morning Connection: US Higher Despite Upcoming Govt Shutdown and Potential Delayed Jobs Data

Asics may catch the market's attention again with news of added shareholder perks. China's export restrictions a positive for Harmionic Drive.

Andrew Jackson

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