Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>Topix added 1.7%, driven by speculation that the Government Pension Investment Fund (GPIF) will increase its investment ratio in Japanese stocks</li>
<li>Retail stocks notable performers this week as the TSE's retail sector hit a year-to-date high, surging 21% since January</li>
<li>Notable performers this week included Fujikura on street upgrades, Ito-en after announcing a new marketing campaign, and Ebara's gaining recognition as a laggard</li>
</ul>


Topix added 1.7%, driven by speculation that the Government Pension Investment Fund (GPIF) will increase its investment ratio in Japanese stocks
Retail stocks notable performers this week as the TSE's retail sector hit a year-to-date high, surging 21% since January
Notable performers this week included Fujikura on street upgrades, Ito-en after announcing a new marketing campaign, and Ebara's gaining recognition as a laggard


Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

<ul>
<li>Tech sell off led my semi-cap names after D/G to sell for AMAT</li>
<li>Ulta beat paints a brighter picture for US consumer spending than expected</li>
<li>Is the relentless buy momo/sell everything else in Japan ready for a reversal?</li>
</ul>


Tech sell off led my semi-cap names after D/G to sell for AMAT
Ulta beat paints a brighter picture for US consumer spending than expected
Is the relentless buy momo/sell everything else in Japan ready for a reversal?


Japan Morning Connection: Markets Clearly Starting to Show EoY Wind Down

<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>Big Tesla move up may help sentiment for Panasonic, although gains are largely Trump related.</li>
<li>Lumentum strong numbers and big move up will continue to help sentiment for optical related plays in Japan.</li>
<li>Good numbers from Sony with solid performance from its mainstay games and imaging segments.</li>
</ul>


Big Tesla move up may help sentiment for Panasonic, although gains are largely Trump related.
Lumentum strong numbers and big move up will continue to help sentiment for optical related plays in Japan.
Good numbers from Sony with solid performance from its mainstay games and imaging segments.


Japan Morning Connection: Strong Earnings from Sony's Games and Sensors

<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

Japan

Fujikura Ltd. manufactures and sells wires and cables such as optical fiber cables and coaxial cables. The Company's products include optical transmission system, electronic materials, and telecommunication cables.

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Fujikura Ltd (5803 JP)

Japan Weekly | Nikkei Surges 2.3%

Speculation of GPIF increasing investment in Japanese stocks boosts Topix by 1.7%, retail sector hits year-to-date high with notable performers...

Mark Chadwick

Japan Morning Connection: Markets Clearly Starting to Show EoY Wind Down

Tech sell off led semi-cap names after D/G to sell for AMAT, Ulta beat signals stronger US consumer spending than expected, has buy momo/sell...

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: Strong Earnings from Sony's Games and Sensors

Tesla's move may boost Panasonic sentiment, Lumentum's strong numbers will benefit optical plays, Sony reports good numbers driven by games and...

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

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Japan Weekly | Nikkei Surges 2.3%

​Speculation of GPIF increasing investment in Japanese stocks boosts Topix by 1.7%, retail sector hits year-to-date high with notable performers...

Mark Chadwick

Japan Morning Connection: Markets Clearly Starting to Show EoY Wind Down

Tech sell off led semi-cap names after D/G to sell for AMAT, Ulta beat signals stronger US consumer spending than expected, has buy momo/sell...

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: Strong Earnings from Sony's Games and Sensors

​Tesla's move may boost Panasonic sentiment, Lumentum's strong numbers will benefit optical plays, Sony reports good numbers driven by games and...

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

Speculation of GPIF increasing investment in Japanese stocks boosts Topix by 1.7%, retail sector hits year-to-date high with notable performers...

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

Tesla's move may boost Panasonic sentiment, Lumentum's strong numbers will benefit optical plays, Sony reports good numbers driven by games and...