Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>The Japanese stock market posted a modest gain of 1% for the week, with the Nikkei closing at 39,470 on Friday</li>
<li>Looking ahead, the market remains sensitive to external catalysts such as U.S. monetary policy decisions (FOMC on 17/18th), the BOJ (18/19th), and developments in China’s economic policies.</li>
<li>Topcon's stock skyrocketed 63% this week, fueled by speculation that the eyecare leader may go private.</li>
</ul>


The Japanese stock market posted a modest gain of 1% for the week, with the Nikkei closing at 39,470 on Friday
Looking ahead, the market remains sensitive to external catalysts such as U.S. monetary policy decisions (FOMC on 17/18th), the BOJ (18/19th), and developments in China’s economic policies.
Topcon's stock skyrocketed 63% this week, fueled by speculation that the eyecare leader may go private.


Japan Weekly | Nikkei Edges Up; Topcon, Rakuten, Oji, Bandai

Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

<ul>
<li>US semi-cap names jump as markets delayed pricing in report China restrictions will be tempered.</li>
<li>Shiseido restructuring briefing the numerical targets enough to stem the bleeding?</li>
<li>TGA around the corner should see focus on Japanese game developers, including Nexon which has been heavily sold post earnings.</li>
</ul>


US semi-cap names jump as markets delayed pricing in report China restrictions will be tempered.
Shiseido restructuring briefing the numerical targets enough to stem the bleeding?
TGA around the corner should see focus on Japanese game developers, including Nexon which has been heavily sold post earnings.


Japan Morning Connection: Japan SPE Set for More Upside

<ul>
<li>SMCI +32% as it staves off delisting continues to set a positive tone for Nidec</li>
<li>Sony reportedly looking to fully acquire Kadokawa points to more downside for Bandai Namco</li>
<li>Highlights relative cheapness for Japanese game stocks as take-over targets</li>
</ul>


SMCI +32% as it staves off delisting continues to set a positive tone for Nidec
Sony reportedly looking to fully acquire Kadokawa points to more downside for Bandai Namco
Highlights relative cheapness for Japanese game stocks as take-over targets


Japan Morning Connection: Sony Eyeing Elden Ring as a PS Exclusive to Counter CoD on Xbox?

<ul>
<li>Risk on sentiment takes hold ahead of key CPI print tomorrow; yen weakness will drive the NKY higher.</li>
<li>Big gains for Japanese department store duty-free sales over the Chinese Golden week holiday bodes well for the likes of Isetan Mitsukoshi.</li>
<li>Cat 5 Hurricane Milton making landfall should put further pressure on the JP non-life/P&amp;C plays Sompo, MS&amp;AD and Tokio Marine.</li>
</ul>


Risk on sentiment takes hold ahead of key CPI print tomorrow; yen weakness will drive the NKY higher.
Big gains for Japanese department store duty-free sales over the Chinese Golden week holiday bodes well for the likes of Isetan Mitsukoshi.
Cat 5 Hurricane Milton making landfall should put further pressure on the JP non-life/P&amp;C plays Sompo, MS&amp;AD and Tokio Marine.


Japan Morning Connection: Risk-On Sentiment and Yen Weakness to Drive the NKY Higher

<ul>
<li>NVDA lifts markets on comments from Hon Hai Chairman that demand for Blackwell was 'crazy'.</li>
<li>Oil related names in JP will follow US lower on the drop in oil, despite Hurricane Milton having the potential to disrupt production.</li>
<li>HK futures finding off the lows overnight should point to upside for related China names in Japan to start; Gamers to be sold heavily after PIF sale.</li>
</ul>


NVDA lifts markets on comments from Hon Hai Chairman that demand for Blackwell was 'crazy'.
Oil related names in JP will follow US lower on the drop in oil, despite Hurricane Milton having the potential to disrupt production.
HK futures finding off the lows overnight should point to upside for related China names in Japan to start; Gamers to be sold heavily after PIF sale.


Japan Morning Connection: HK Futures off the Lows Should Point to Upside for China Related Names

Japan

Bandai Namco Holdings Inc is a holding company established through merger of Bandai and Namco.  The Group manufactures toys, stuffed animals, character goods, video games, commercial- and home-use game equipment and software. Namco Bandai also operates video game arcades and theme parks.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Bandai Namco Holdings (7832 JP)

Japan Weekly | Nikkei Edges Up; Topcon, Rakuten, Oji, Bandai

Japanese stock market sees 1% gain, Topcon's stock soars 63%, market remains sensitive to external factors like U.S. monetary policy and China's...

Mark Chadwick

Japan Morning Connection: Japan SPE Set for More Upside

US semi-cap stocks jump as China restrictions will be tempered. Will Shiseido's restructuring targets finally push it from lows? Attention on...

Andrew Jackson

Japan Morning Connection: Sony Eyeing Elden Ring as a PS Exclusive to Counter CoD on Xbox?

SMCI's strong performance and efforts to avoid delisting set positive tone for Nidec. Sony's potential acquisition of Kadokawa point to downside...

Andrew Jackson

Japan Morning Connection: Risk-On Sentiment and Yen Weakness to Drive the NKY Higher

Risk on sentiment ahead of CPI print and yen weakness to drive up NKY, gains during Chinese Golden week bode well for Isetan Mutsukoshi, Cat 5...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Weekly | Nikkei Edges Up; Topcon, Rakuten, Oji, Bandai

​Japanese stock market sees 1% gain, Topcon's stock soars 63%, market remains sensitive to external factors like U.S. monetary policy and China's...

Mark Chadwick

Japan Morning Connection: Japan SPE Set for More Upside

US semi-cap stocks jump as China restrictions will be tempered. Will Shiseido's restructuring targets finally push it from lows? Attention on...

Andrew Jackson

Japan Morning Connection: Sony Eyeing Elden Ring as a PS Exclusive to Counter CoD on Xbox?

​SMCI's strong performance and efforts to avoid delisting set positive tone for Nidec. Sony's potential acquisition of Kadokawa point to downside...

Andrew Jackson

Japan Morning Connection: Risk-On Sentiment and Yen Weakness to Drive the NKY Higher

​Risk on sentiment ahead of CPI print and yen weakness to drive up NKY, gains during Chinese Golden week bode well for Isetan Mutsukoshi, Cat 5...

Andrew Jackson

Japan Morning Connection: HK Futures off the Lows Should Point to Upside for China Related Names

NVDA +4.1% on comments from Hon Hai that demand for Blackwell chips was ‘crazy’, Oil related will follow US lower, HK futures off the lows should...

Andrew Jackson

Japanese stock market sees 1% gain, Topcon's stock soars 63%, market remains sensitive to external factors like U.S. monetary policy and China's...

SMCI's strong performance and efforts to avoid delisting set positive tone for Nidec. Sony's potential acquisition of Kadokawa point to downside...

Risk on sentiment ahead of CPI print and yen weakness to drive up NKY, gains during Chinese Golden week bode well for Isetan Mutsukoshi, Cat 5...