Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>NVDA projects $1 trillion in sales through 2027 but fades after popping on the news.</li>
<li>QD Laser now +80% MTD after NVDA's laser technology investments in Lumentum and Coherent sparking a surge.</li>
<li>Softbank trading at August support lows looks like a laggard worth watching.</li>
</ul>


NVDA projects $1 trillion in sales through 2027 but fades after popping on the news.
QD Laser now +80% MTD after NVDA's laser technology investments in Lumentum and Coherent sparking a surge.
Softbank trading at August support lows looks like a laggard worth watching.


Japan Morning Connection: Tech and AI Lead the Charge as Ships Start to Move in the Middle East

<ul>
<li>Brent surged after Khamenei vowed to open new fronts and keep the Straits closed, with numerous vessels hit.</li>
<li>Memory takes a breather after three days of gains with Kioxia likely finally in for a down day.</li>
<li>Astroscale likely a buy on the open after signing a launch agreement with German space company Isari .</li>
</ul>


Brent surged after Khamenei vowed to open new fronts and keep the Straits closed, with numerous vessels hit.
Memory takes a breather after three days of gains with Kioxia likely finally in for a down day.
Astroscale likely a buy on the open after signing a launch agreement with German space company Isari .


Japan Morning Connection: Trump's 'Very Complete' War Rages On as Khamenei Vows to Open New Fronts

<ul>
<li>Global defense names continued to trade well which bodes well for the Japanese heavies and shipbuilders.</li>
<li>Airlines failed to catch a bid although global shippers were mixed which points to further uncertainty amid oil volatility.</li>
<li>Broadcom numbers look good with the firm eyeing $100bn in AI chip revenues by next year.</li>
</ul>


Global defense names continued to trade well which bodes well for the Japanese heavies and shipbuilders.
Airlines failed to catch a bid although global shippers were mixed which points to further uncertainty amid oil volatility.
Broadcom numbers look good with the firm eyeing $100bn in AI chip revenues by next year.


Japan Morning Connection: Markets Stage a Cautious Rebound in the US

<ul>
<li>Massive capex numbers from TSMC set to propel JP SPE to new highs today.</li>
<li>Softbank is likely to continue to lag as ARM fails to catch a bid despite being -42% from recent highs.</li>
<li>The hottest momo names in JP last year have cooled, but there should be more upside yet.</li>
</ul>


Massive capex numbers from TSMC set to propel JP SPE to new highs today.
Softbank is likely to continue to lag as ARM fails to catch a bid despite being -42% from recent highs.
The hottest momo names in JP last year have cooled, but there should be more upside yet.


Japan Morning Connection: SOX Closes at New Highs After TSMC Numbers and Capex Beat Ests

<ul>
<li>Sandisk doubling its 3D NAND for enterprise SSD's yet to be priced in for Kioxia.</li>
<li>Sentiment for the space theme in JP set to improve with Planet Labs inking Swedish deal.</li>
<li>Yaskawa numbers miss mainly on one-offs, but order outlook improvement a positive.</li>
</ul>


Sandisk doubling its 3D NAND for enterprise SSD's yet to be priced in for Kioxia.
Sentiment for the space theme in JP set to improve with Planet Labs inking Swedish deal.
Yaskawa numbers miss mainly on one-offs, but order outlook improvement a positive.


Japan Morning Connection: Japan Set for a Decent Uptick as It Prices in Big US Gains from Friday

Japan

Astroscale, the satellite servicing and debris removal company

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Astroscale (186A JP)

Japan Morning Connection: Tech and AI Lead the Charge as Ships Start to Move in the Middle East

Mkts liking the move lower in oil and the news that ships were starting to move in the Middle East saw tech and AI lead the way higher. SPE...

Andrew Jackson

Japan Morning Connection: Trump's 'Very Complete' War Rages On as Khamenei Vows to Open New Fronts

Markets closed at session lows as tech and AI were sold off, with rising oil prices adding to the pressure heading into Japan's open.

Andrew Jackson

Japan Morning Connection: Markets Stage a Cautious Rebound in the US

Markets stage a cautious rebound in the US, but there are plenty of opportunities in Japan after the weak price action so far this week.

Andrew Jackson

Japan Morning Connection: SOX Closes at New Highs After TSMC Numbers and Capex Beat Ests

Likely for Kioxia to hit new highs today with memory names trading well. Strong tone for JP SPE after US tarrifs on Taiwan were lowered.

Andrew Jackson

Japan Morning Connection: Japan Set for a Decent Uptick as It Prices in Big US Gains from Friday

Space names may get a lift with defence names in focus. Expect strong gains for Japan SPE after US semi-cap names traded well.

Andrew Jackson

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