Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>AI is an exciting area of technology that has the potential to change how industries operate and consumers live their lives</li>
<li>There is a huge TAM, but it can be difficult for equity investors to gain meaningful exposure</li>
<li>We identify 22 Japanese stocks that are engaged in AI. We have two top picks </li>
</ul>


AI is an exciting area of technology that has the potential to change how industries operate and consumers live their lives
There is a huge TAM, but it can be difficult for equity investors to gain meaningful exposure
We identify 22 Japanese stocks that are engaged in AI. We have two top picks 


Artificial Intelligence | How to Play the Thematic in Japan

<ul>
<li>OVERSEAS: SPX +1.3% SOX +1.3%; Optimism on soft inflation print drives stocks; Consumer+Tech lead; Apple to introduce touch screens for Mac; Off-Shore Wind Giant Vesta leads in Europe</li>
<li>JAPAN: NKY Futs +0.3% vs Cash; USDJPY steady at ¥132.45; Biz lobby urgest firms to lift wages above inflatio;  Buy U/G in Lastertec, TEL,  Nexon and D/G to Nintendo </li>
<li>DAILY NUGGETS:  Fast Retailing has raised the bar for corporate Japan with with their wage hikes. </li>
</ul>


OVERSEAS: SPX +1.3% SOX +1.3%; Optimism on soft inflation print drives stocks; Consumer+Tech lead; Apple to introduce touch screens for Mac; Off-Shore Wind Giant Vesta leads in Europe
JAPAN: NKY Futs +0.3% vs Cash; USDJPY steady at ¥132.45; Biz lobby urgest firms to lift wages above inflatio;  Buy U/G in Lastertec, TEL,  Nexon and D/G to Nintendo 
DAILY NUGGETS:  Fast Retailing has raised the bar for corporate Japan with with their wage hikes. 


Good Morning Japan |Beta Rally Continues as Optimism Reigns Ahead of CPI Print

<ul>
<li>We highlight five stocks that we have talked about in the past year</li>
<li>We continue to like small cap GROWTH and we think that decarbonization will remain a key thematic</li>
<li>NEC is a standout value name where we see a potential catalyst over the coming year in Open RAN</li>
</ul>


We highlight five stocks that we have talked about in the past year
We continue to like small cap GROWTH and we think that decarbonization will remain a key thematic
NEC is a standout value name where we see a potential catalyst over the coming year in Open RAN


<ul>
<li>
Good Morning Japan:  We strive to provide the best macro, stock and thematic overnight news that impacts your trading day in Japan. FOLLOW US TO KEEP ABREAST. 
</li>
<li>
OVERSEAS: To Dog Powell confirms 50bps at the next Fed meeting;  Equities rip as it as a "no stock left behind day"; China COVID sentiment continues to improve.  </li>
<li>
JAPAN: NKY to add 1-2% today; Yen at 130/USD; Eisai says the 2 deaths not due to their drug-positive; Shippers continue to diversify-MOL goes into Real Estate. 
</li>
</ul>



Good Morning Japan:  We strive to provide the best macro, stock and thematic overnight news that impacts your trading day in Japan. FOLLOW US TO KEEP ABREAST.  


OVERSEAS: To Dog Powell confirms 50bps at the next Fed meeting;  Equities rip as it as a "no stock left behind day"; China COVID sentiment continues to improve.  

JAPAN: NKY to add 1-2% today; Yen at 130/USD; Eisai says the 2 deaths not due to their drug-positive; Shippers continue to diversify-MOL goes into Real Estate.  



Good Morning Japan | Powell: "Pace of Hikes to Moderate in Dec; Landing Plausible"; Equities Rip

Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>Quiddity's "Who is Ready" series of insights aims to objectively identify names listed on the Tokyo Stock Exchange that are potential additions to the TOPIX Index in future.</li>
<li>
<a href="https://www.smartkarma.com/entities/japan-eyewear-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:40217:1" rel="noopener">Japan Eyewear Holdings (5889 JP)</a> continues to be our top pre-event pick for TOPIX Inclusion.</li>
<li>
<a href="https://www.smartkarma.com/entities/core-concept-technologies-inc" target="_blank" data-smartkarma-citation="entities:34323:1" rel="noopener">Core Concept Technologies Inc (4371 JP)</a> is another potential TOPIX Inclusion candidate but it is quite far away from being satisfy the main Section Transfer requirements.</li>
</ul>


Quiddity's "Who is Ready" series of insights aims to objectively identify names listed on the Tokyo Stock Exchange that are potential additions to the TOPIX Index in future.

Japan Eyewear Holdings (5889 JP) continues to be our top pre-event pick for TOPIX Inclusion.

Core Concept Technologies Inc (4371 JP) is another potential TOPIX Inclusion candidate but it is quite far away from being satisfy the main Section Transfer requirements.


TOPIX Inclusions: Who Is Ready (Jan 2025)

Japan

Appier Group, Inc. provides artificial intelligence software as a service (AISaaS) services based on data-driven decisions. The Company offers data analysis for potential users predicting and acquiring, relationships building and maintaining, purchasing and action motivation, audience intelligence, and more. Appier Group serves clients across Asian.

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Appier Group (4180 JP)

Artificial Intelligence | How to Play the Thematic in Japan

AI is an exciting area of technology that has the potential to change how industries operate and consumers live their lives. We identify 22...

Mark Chadwick

Good Morning Japan |Beta Rally Continues as Optimism Reigns Ahead of CPI Print

OVERSEAS. Optimism on soft inflation drives stocks. JAPAN: Biz lobby urgest firms to lift wages above inflation; Buy U/G in Lastertec, TEL, Nexon....

Mark Chadwick

Five Japanese Stocks to Watch in 2023

We highlight 5 Japanese companies that investors should watch in 2023. We continue to see investment opportunities under the theme of decarbonization

Mark Chadwick

Good Morning Japan | Powell: "Pace of Hikes to Moderate in Dec; Landing Plausible"; Equities Rip

Good Morning Japan: We strive to provide the best macro, stock and thematic overnight news that impacts your trading day in Japan. FOLLOW US TO...

Mark Chadwick

TOPIX Inclusions: Who Is Ready (Jan 2025)

There are currently 83 names that satisfy all 5 key Segment Transfer requirements based on current data. Another 90 names can satisfy 4 out of 5...

Janaghan Jeyakumar, CFA

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52-week Range

Market Cap (USDm)

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