Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>US Homebuilders starting to show signs of life should help sentiment for Sumi Forestry and Sekisui.</li>
<li>Boeing move may already be priced in for Heavies but Momo still rules in Japan.</li>
<li>Softbank signaling buybacks to take a back seat over investments in ASI.</li>
</ul>


US Homebuilders starting to show signs of life should help sentiment for Sumi Forestry and Sekisui.
Boeing move may already be priced in for Heavies but Momo still rules in Japan.
Softbank signaling buybacks to take a back seat over investments in ASI.


Japan Morning Connection: Tech Plateauing May See NKY Top Out for Last Day of the QTR

<ul>
<li>Apple tariff threat likely just another scare tactic with markets failing to react excessively.</li>
<li>May see further Nuclear follow through after Trumps executive order Friday sends related names soaring.</li>
<li>Live-Action Elden Ring movie another positive angle for Bandai Namco which also has Gundan on the way.</li>
</ul>


Apple tariff threat likely just another scare tactic with markets failing to react excessively.
May see further Nuclear follow through after Trumps executive order Friday sends related names soaring.
Live-Action Elden Ring movie another positive angle for Bandai Namco which also has Gundan on the way.


Japan Morning Connection: US Down on Trump Tariff Threat but Deadline Extention Will Lift Mood

<ul>
<li>Big drops for futures and commodity markets to start the week, so expect heavy selling across the board to start.</li>
<li>Vietnam signalling willingness to cut US tariffs sending related footwear/clothing names who manufacture in country sharply higher.</li>
<li>Nintendo cancelling its US Switch2 pre-sales sending ADR's lower only to snap back as market remains bullish on new console.</li>
</ul>


Big drops for futures and commodity markets to start the week, so expect heavy selling across the board to start.
Vietnam signalling willingness to cut US tariffs sending related footwear/clothing names who manufacture in country sharply higher.
Nintendo cancelling its US Switch2 pre-sales sending ADR's lower only to snap back as market remains bullish on new console.


Japan Morning Connection: Trump Panic Tactic Working Hook, Line, and Sinker

<ul>
<li>Huge losses for tech/AI/banks in the biggest selloff since Covid.</li>
<li>Intel gaining after reports it has agreed to a JV with TSMC for their Fab business.</li>
<li>Sec. of State Rubio pushing EU leaders to shoulder a higher defence burden; European plays higher.</li>
</ul>


Huge losses for tech/AI/banks in the biggest selloff since Covid.
Intel gaining after reports it has agreed to a JV with TSMC for their Fab business.
Sec. of State Rubio pushing EU leaders to shoulder a higher defence burden; European plays higher.


Japan Morning Connection: Rough Start with US Meltdown but Trump Showing Willingness to Negotiate

<ul>
<li>Risk-On names leading gainers in tech, while consumer disc weak after poor airlines and retailer guidance.</li>
<li>More outlets reporting on NAND hikes are on the way...look for upside for Kioxia and Kokusai Electric.</li>
<li>Puma -10.7% and a weak consumer outlook enough to take the shine off Asics?</li>
</ul>


Risk-On names leading gainers in tech, while consumer disc weak after poor airlines and retailer guidance.
More outlets reporting on NAND hikes are on the way...look for upside for Kioxia and Kokusai Electric.
Puma -10.7% and a weak consumer outlook enough to take the shine off Asics?


Japan Morning Connection: US Respite and UKR News Should Be Enough for JP Upside

Japan

ASICS CORPORATION manufactures general sporting goods and equipment.  The Company's products, such as athletic shoes and sportswear, are distributed in the United States, Europe, Australia, and Asia.

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ASICS Corp (7936 JP)

Japan Morning Connection: Tech Plateauing May See NKY Top Out for Last Day of the QTR

Further downside looks limited for US homebuilders, should help Sumitomo Forestry and Sekisui. Positive analyst comments lift Boeing. Softbank to...

Andrew Jackson

Japan Morning Connection: US Down on Trump Tariff Threat but Deadline Extention Will Lift Mood

Markets fail to react excessively to another Trump tarrif threat. Live-Action Elden Ring movie positive for Bandai Namco and Kadokawa. Rally for...

Andrew Jackson

Japan Morning Connection: Trump Panic Tactic Working Hook, Line, and Sinker

Futures and commodity markets drop, Vietnam related names up after they showed willingless to cut US tariffs, Nintendo cancels Switch2 pre-sales...

Andrew Jackson

Japan Morning Connection: Rough Start with US Meltdown but Trump Showing Willingness to Negotiate

Tech/AI/banks suffer big losses in selloff, Intel gains on agreement with TSMC, Secretary of State Rubio urges EU to increase defense spending.

Andrew Jackson

Japan Morning Connection: US Respite and UKR News Should Be Enough for JP Upside

Consumer discretionary struggling due to poor guidance from airlines and retailers. NAND price hikes expected to benefit Kioxia and Kokusai Electric.

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Tech Plateauing May See NKY Top Out for Last Day of the QTR

Further downside looks limited for US homebuilders, should help Sumitomo Forestry and Sekisui. Positive analyst comments lift Boeing. Softbank to...

Andrew Jackson

Japan Morning Connection: US Down on Trump Tariff Threat but Deadline Extention Will Lift Mood

Markets fail to react excessively to another Trump tarrif threat. Live-Action Elden Ring movie positive for Bandai Namco and Kadokawa. Rally for...

Andrew Jackson

Japan Morning Connection: Trump Panic Tactic Working Hook, Line, and Sinker

​Futures and commodity markets drop, Vietnam related names up after they showed willingless to cut US tariffs, Nintendo cancels Switch2 pre-sales...

Andrew Jackson

Japan Morning Connection: Rough Start with US Meltdown but Trump Showing Willingness to Negotiate

​Tech/AI/banks suffer big losses in selloff, Intel gains on agreement with TSMC, Secretary of State Rubio urges EU to increase defense spending.

Andrew Jackson

Japan Morning Connection: US Respite and UKR News Should Be Enough for JP Upside

Consumer discretionary struggling due to poor guidance from airlines and retailers. NAND price hikes expected to benefit Kioxia and Kokusai Electric.

Andrew Jackson

Futures and commodity markets drop, Vietnam related names up after they showed willingless to cut US tariffs, Nintendo cancels Switch2 pre-sales...

Tech/AI/banks suffer big losses in selloff, Intel gains on agreement with TSMC, Secretary of State Rubio urges EU to increase defense spending.