Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Tension between China and Japan look set to rise further with talks failing to ease frictions.</li>
<li>Travel names remain vulnerable despite Govt. run tour groups having less clout than they used to.</li>
<li>Medtech may do better on defensive bid and Medtronic, but Sysmex continues to slide.</li>
</ul>


Tension between China and Japan look set to rise further with talks failing to ease frictions.
Travel names remain vulnerable despite Govt. run tour groups having less clout than they used to.
Medtech may do better on defensive bid and Medtronic, but Sysmex continues to slide.


Japan Morning Connection: More AI and Tech Pain Ahead of NVDA Tomorrow

<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>Trump names including banks, energy and tech rally hard, while renewables are sold heavily</li>
<li>Underperformance by semi-capex plays with high China sales may be reflected in Japan SPE today</li>
<li>Global defense rallied on the spectre of higher spend requirements for EU countries</li>
</ul>


Trump names including banks, energy and tech rally hard, while renewables are sold heavily
Underperformance by semi-capex plays with high China sales may be reflected in Japan SPE today
Global defense rallied on the spectre of higher spend requirements for EU countries


Japan Morning Connection: Trump Names Rally in the Wake of Re-Election

<ul>
<li>Japan SPE set for a good start with Google's AI spend starting to pay off.</li>
<li>Corning's beat continues to point to more upside for one of Japan's best performing names YTD.</li>
<li>Capcom weakness may be a buy the dip situation, with a clear run into their most popular franchise release.</li>
</ul>


Japan SPE set for a good start with Google's AI spend starting to pay off.
Corning's beat continues to point to more upside for one of Japan's best performing names YTD.
Capcom weakness may be a buy the dip situation, with a clear run into their most popular franchise release.


Japan Morning Connection: Google Sets a Good Tone for Japan SPE

Japan Specialist

Mark Chadwick

<ul>
<li>OVERSEAS: US Stock Cap strong week with positive gains; Payrolls jumped, but so did Unemployment rate=past peak rates ?  China slowdown fueling worries about Contagion. </li>
<li>JAPAN: NKY Futures +0.2% vs Cash; USDJPY 146.2; Japan Govt to Shorten Assessment Period for Off-Shore Wind; Japan-UK to cooperate in next Gen nuclear plants; ARM Pricing ~50 billion USD. </li>
<li>JAPAN X: Daikin and Mitsubishi Electric Poised to Benefit from US Heat Pump Growth. </li>
</ul>


OVERSEAS: US Stock Cap strong week with positive gains; Payrolls jumped, but so did Unemployment rate=past peak rates ?  China slowdown fueling worries about Contagion. 
JAPAN: NKY Futures +0.2% vs Cash; USDJPY 146.2; Japan Govt to Shorten Assessment Period for Off-Shore Wind; Japan-UK to cooperate in next Gen nuclear plants; ARM Pricing ~50 billion USD. 
JAPAN X: Daikin and Mitsubishi Electric Poised to Benefit from US Heat Pump Growth. 


Ohayo Japan|US Stocks Cap Strong Week; JAPAN X: Daikin, Melco to Benefit from US Heat Pump Growth

Japan

ANA Holdings Inc provides a variety of air transportation-related services. The Company offers scheduled & unscheduled air passenger services and air courier services. ANA sells aircraft parts and provides travel arrangement & reservation services as well.

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Ana Holdings (9202 JP)

Japan Morning Connection: More AI and Tech Pain Ahead of NVDA Tomorrow

Some big moves down for SPE and AI related. Diplomatic tensions continue between Japan and China. JP Medtech names may get a lift from Medtronic's...

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: Trump Names Rally in the Wake of Re-Election

Trump names rally while renewables sold heavily. Underperformance by semi-capex with high China sales may reflect in Japan SPE. Global defense...

Andrew Jackson

Japan Morning Connection: Google Sets a Good Tone for Japan SPE

Positive for SPE as Google's AI investment starts to pays off, Corning's success indicates growth potential for Fujikura, and Capcom's dip could be...

Andrew Jackson

Ohayo Japan|US Stocks Cap Strong Week; JAPAN X: Daikin, Melco to Benefit from US Heat Pump Growth

Mixed US Payrolls; US Equities close with gains; NKY Futures +0.2% vs Cash; USDJPY 146.2; Japan Govt to Shorten Assessment Period for Off-Shore...

Mark Chadwick

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