Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Intel's Terafab momentum continues with Ibiden, TEL and Lasertec with more upside likely today.</li>
<li>Meta launches AI model Muse Spark hitting software names. NEC and Fujitsu set to underperform today.</li>
<li>Chiyoda +15.5% after announcing it is already returning to work at Qatar's Ras Laffan LNG plant.</li>
</ul>


Intel's Terafab momentum continues with Ibiden, TEL and Lasertec with more upside likely today.
Meta launches AI model Muse Spark hitting software names. NEC and Fujitsu set to underperform today.
Chiyoda +15.5% after announcing it is already returning to work at Qatar's Ras Laffan LNG plant.


Japan Morning Connection: Risk on as Tech and Memory Names Reach All Time Highs

<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>Intel buying back its Irish fab stake sets a positive tone for Lasertec and TEL at the open.</li>
<li>Socionext, Kokusai and Softbank all oversold yesterday and looking like buys given improving memory sentiment.</li>
<li>Further upside for the space sector after SpaceX increased IPO valuation to $2trn as well as the news that Amazon is looking to acquire satellite group Globalstar for $9bn.</li>
</ul>


Intel buying back its Irish fab stake sets a positive tone for Lasertec and TEL at the open.
Socionext, Kokusai and Softbank all oversold yesterday and looking like buys given improving memory sentiment.
Further upside for the space sector after SpaceX increased IPO valuation to $2trn as well as the news that Amazon is looking to acquire satellite group Globalstar for $9bn.


Japan Morning Connection: US Recovers After a Shaky Asia Tape and Space Names Continue to Fly

<ul>
<li>Intel +8.8% buying back half its Ireland plant reflects confidence from management. A positive read for Intel capex names Lasertec, TEL, Screen as well as Ibiden.</li>
<li>Memory SPE laggards Micronics and Kokusai in focus as sentiment improves.</li>
<li>Japanese heavies set to keep rebounding as EU and US defense names surge on Rheinmetall's Boeing drone partnership.</li>
</ul>


Intel +8.8% buying back half its Ireland plant reflects confidence from management. A positive read for Intel capex names Lasertec, TEL, Screen as well as Ibiden.
Memory SPE laggards Micronics and Kokusai in focus as sentiment improves.
Japanese heavies set to keep rebounding as EU and US defense names surge on Rheinmetall's Boeing drone partnership.


Japan Morning Connection: Space Names Set to Surge as SpaceX Files for IPO and NASA Takes Flight

<ul>
<li>Softbank set to gap and run with ARM +10.5% and OpenAI reaching a $850bn valuation.</li>
<li>Aehr Test +23% on a major new data center customer, a positive read for Advantest, Micronics and Teraprobe after heavy selling last week.</li>
<li>Upside for airlines on the prospect for lower oil and increased travel.</li>
</ul>


Softbank set to gap and run with ARM +10.5% and OpenAI reaching a $850bn valuation.
Aehr Test +23% on a major new data center customer, a positive read for Advantest, Micronics and Teraprobe after heavy selling last week.
Upside for airlines on the prospect for lower oil and increased travel.


Japan Morning Connection: Iran Heads to the Negotiating Table Sending Markets Sharply Higher

Japan

ADVANTEST CORPORATION produces semiconductor testing devices and electronic measuring instruments.  The Company's products include large-scale integration (LSI) test systems, memory test systems, dynamic test handlers, network analyzers, electronic meters, optical testing devices, and signal sources.

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Advantest Corp (6857 JP)

Japan Morning Connection: Risk on as Tech and Memory Names Reach All Time Highs

Japan set for a bullish open. Aehr Test earnings beat sets a positive tone for Japan's testing names. Chiyoda heads back to work in Qatar pointing...

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: US Recovers After a Shaky Asia Tape and Space Names Continue to Fly

Japan's space names gave back gains in yesterday's selloff but set to recover with SpaceX upping its IPO target to $2 trillion.

Andrew Jackson

Japan Morning Connection: Space Names Set to Surge as SpaceX Files for IPO and NASA Takes Flight

TurboQuant fears fading, setting a better tone for memory. SpaceX IPO filing puts Japan's space names in focus. Advantest will take a hit off the...

Andrew Jackson

Japan Morning Connection: Iran Heads to the Negotiating Table Sending Markets Sharply Higher

Japan set for a positive open as Iran deal hopes send oil lower and markets anticipate a return to normal travel and shipping through the Straits.

Andrew Jackson

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