Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>The Nikkei 225 Rebal for The Next Rebal is, by the nature of its algorithm, basically 93.3% decided for the DELETEs when the previous rebal is announced. </li>
<li>The decision on the ADDs is somewhere between 60-80% complete at that time, dependent on future frothy volume of "young" stocks.  </li>
<li>The parameters of the new Info &amp; Comms classification labels have been applied to a number of Nikkei indices. Still 3 IN, 3 OUT for March 2027.</li>
</ul>


The Nikkei 225 Rebal for The Next Rebal is, by the nature of its algorithm, basically 93.3% decided for the DELETEs when the previous rebal is announced. 
The decision on the ADDs is somewhere between 60-80% complete at that time, dependent on future frothy volume of "young" stocks.  
The parameters of the new Info &amp; Comms classification labels have been applied to a number of Nikkei indices. Still 3 IN, 3 OUT for March 2027.


[Quiddity Index] Nikkei 225 Mar27 Rebal; 3 Tech DELETEs, 2 Info & Comms ADDs, One Consumer Goods

Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>NAND supplier Sandisk taking its gains to 100% MTD as eSSD memory demand for AI applications grows exponentially.</li>
<li>Apple breakout as weekend sales for the iPhone17 Pro likely to come ahead of estimates.</li>
<li>Quantum computing names taking a big leg higher with the Trump Administration aiming to expand their quantum strategy.</li>
</ul>


NAND supplier Sandisk taking its gains to 100% MTD as eSSD memory demand for AI applications grows exponentially.
Apple breakout as weekend sales for the iPhone17 Pro likely to come ahead of estimates.
Quantum computing names taking a big leg higher with the Trump Administration aiming to expand their quantum strategy.


Japan Morning Connection: Ibiden Boosting IC Substrate Production to Meet Surging Demand

<ul>
<li>Skyworks and Cirrus both beating should help the likes of Nitto Denko and Alps.</li>
<li>SMCI tanking -16% as investor confidence shaken by a swift U-turn from previous bullish guidance.</li>
<li>Mitsubishi Heavy continues to surge with its earnings lifted by strong growth for its gas turbine business.</li>
</ul>


Skyworks and Cirrus both beating should help the likes of Nitto Denko and Alps.
SMCI tanking -16% as investor confidence shaken by a swift U-turn from previous bullish guidance.
Mitsubishi Heavy continues to surge with its earnings lifted by strong growth for its gas turbine business.


Japan Morning Connection: Apple Suppliers Continue Higher but SMCI and AMD Disappoint After-Hours

<ul>
<li>Chip tester Teradyne jumping on reports it has a new FA arm.</li>
<li>Intel admitting its now not even in the top-10 chipmakers anymore.</li>
<li>Estee lauder strength may help Shiseido with better trends in Hainan reported.</li>
</ul>


Chip tester Teradyne jumping on reports it has a new FA arm.
Intel admitting its now not even in the top-10 chipmakers anymore.
Estee lauder strength may help Shiseido with better trends in Hainan reported.


Japan Morning Connection: Airlines Surging After Delta Numbers Helping SPX Close at New Records

<ul>
<li>SMCI and server cooling names higher on Blackwell rack announcement.</li>
<li>Pple suppliers Cirrus and Broadcom up in regular trading but Skyworks -23% and Qualcomm -4% after hours.</li>
<li>Signs that Minebea Mitsumi may be finally reaching a bottom? </li>
</ul>


SMCI and server cooling names higher on Blackwell rack announcement.
Pple suppliers Cirrus and Broadcom up in regular trading but Skyworks -23% and Qualcomm -4% after hours.
Signs that Minebea Mitsumi may be finally reaching a bottom? 


Japan Morning Connection: Tech Rebound Shine May Be Tarnished by Apple Suppliers After Market

Japan

Alps Alpine Co., Ltd. manufactures and markets electronic parts used for car electronics, computer peripheral equipment, and communications and broadcasting related equipment. The Company's products include printers, switches, ceramic trimmer capacitors, sensors, transceiver units for cellular phones, drives, and magnetic heads. Alps Alpine also operates logistics businesses.

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Alps Alpine (6770 JP)

[Quiddity Index] Nikkei 225 Mar27 Rebal; 3 Tech DELETEs, 2 Info & Comms ADDs, One Consumer Goods

After the updates to the Nikkei 225, Nikkei 500, and JPX Nikkei 400 classifications, we have a better idea of what is "Info & Comms" and what...

Travis Lundy

Japan Morning Connection: Ibiden Boosting IC Substrate Production to Meet Surging Demand

Big gains for Intel suppliers on Friday after news that NVDA would invest in INTC. Quantum computing related higher as Trump administration looks...

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An upbeat tone set for JP Apple suppliers. SMCI down after cut sales guidance. Mitsubishi Heavy Industries earnings show strong growth.

Andrew Jackson

Japan Morning Connection: Airlines Surging After Delta Numbers Helping SPX Close at New Records

Delta's earnings report causes airlines and cruise ships to jump. Tesla's plans for its robotaxi and Ai chatbot may be enough to help the...

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Japan Morning Connection: Tech Rebound Shine May Be Tarnished by Apple Suppliers After Market

Blackwell's rack announcement boosts SMCI and server cooling names, Apple suppliers Cirrus and Broadcom up but Skyworks and Qualcomm drop after...

Andrew Jackson

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Quiddity Index] Nikkei 225 Mar27 Rebal; 3 Tech DELETEs, 2 Info & Comms ADDs, One Consumer Goods

After the updates to the Nikkei 225, Nikkei 500, and JPX Nikkei 400 classifications, we have a better idea of what is "Info & Comms" and what...

Travis Lundy

Japan Morning Connection: Ibiden Boosting IC Substrate Production to Meet Surging Demand

Big gains for Intel suppliers on Friday after news that NVDA would invest in INTC. Quantum computing related higher as Trump administration looks...

Andrew Jackson

Japan Morning Connection: Apple Suppliers Continue Higher but SMCI and AMD Disappoint After-Hours

An upbeat tone set for JP Apple suppliers. SMCI down after cut sales guidance. Mitsubishi Heavy Industries earnings show strong growth.

Andrew Jackson

Japan Morning Connection: Airlines Surging After Delta Numbers Helping SPX Close at New Records

Delta's earnings report causes airlines and cruise ships to jump. Tesla's plans for its robotaxi and Ai chatbot may be enough to help the...

Andrew Jackson

Japan Morning Connection: Tech Rebound Shine May Be Tarnished by Apple Suppliers After Market

​Blackwell's rack announcement boosts SMCI and server cooling names, Apple suppliers Cirrus and Broadcom up but Skyworks and Qualcomm drop after...

Andrew Jackson

Blackwell's rack announcement boosts SMCI and server cooling names, Apple suppliers Cirrus and Broadcom up but Skyworks and Qualcomm drop after...