Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>SEI looks like a laggard target, up only 25% from its lows versus Furukawa and Fujikura's 60% rebound.</li>
<li>Kioxia looks like it could have plenty of room to rebound on a return to momentum chasing with it still -45% from the recent highs.</li>
<li>QPS and Astroscale worth watching with SpaceX's 4.4% gain overnight, lifting sentiment for smaller space names.</li>
</ul>


SEI looks like a laggard target, up only 25% from its lows versus Furukawa and Fujikura's 60% rebound.
Kioxia looks like it could have plenty of room to rebound on a return to momentum chasing with it still -45% from the recent highs.
QPS and Astroscale worth watching with SpaceX's 4.4% gain overnight, lifting sentiment for smaller space names.


Japan Morning Connection: SEI Could Emerge as a Laggard Target as Optical/Cable Sector Heats Up

<ul>
<li>Furukawa and Fujikura could see support after reports the US is weighing a ban on Chinese optical transceivers.</li>
<li>Softbank looks well placed for gains on strong earnings and ARM's rally.</li>
<li>Softbank Corp, NTT and KDDI may face pressure after Musk signaled plans to take "quite a few" mobile customers from major carriers via Starlink's direct-to-mobile service.</li>
</ul>


Furukawa and Fujikura could see support after reports the US is weighing a ban on Chinese optical transceivers.
Softbank looks well placed for gains on strong earnings and ARM's rally.
Softbank Corp, NTT and KDDI may face pressure after Musk signaled plans to take "quite a few" mobile customers from major carriers via Starlink's direct-to-mobile service.


Japan Morning Connection: Furukawa, Fujikura May Find Support as US Weighs Ban on Chinese Optics

<ul>
<li>SEI, Furukawa and Fujikura, all reporting this week, may see gains with a stronger optical connectivity tape overnight and recent selloff leaving the risk/reward tilted higher into this week's earnings.</li>
<li>QPS, Astroscale and Synspective may see gains tracking Sidus, Redwire and Rocket Lab overnight, though SpaceX's earnings and lockup expiry this week warrant caution.</li>
<li>Fuji Elec and Rohm may see support from Onsemi's beat and raised AI data center sales guidance.</li>
</ul>


SEI, Furukawa and Fujikura, all reporting this week, may see gains with a stronger optical connectivity tape overnight and recent selloff leaving the risk/reward tilted higher into this week's earnings.
QPS, Astroscale and Synspective may see gains tracking Sidus, Redwire and Rocket Lab overnight, though SpaceX's earnings and lockup expiry this week warrant caution.
Fuji Elec and Rohm may see support from Onsemi's beat and raised AI data center sales guidance.


Japan Morning Connection: SEI, Furukawa, Fujikura May See Support as Optical Names Rally Overnight

<ul>
<li>SEI and other optical/cable makers set to recover from recent underperformance on Meta news.</li>
<li>Memory plays and SPE laggards should get a lift on the news that Micron is planning to increase its US capex to $250bn (from $200bn).</li>
<li>SUMCO Corp and Shin Etsu Chemical likely to get a boost after Siltronic upgraded to outperform by BNP.</li>
</ul>


SEI and other optical/cable makers set to recover from recent underperformance on Meta news.
Memory plays and SPE laggards should get a lift on the news that Micron is planning to increase its US capex to $250bn (from $200bn).
SUMCO Corp and Shin Etsu Chemical likely to get a boost after Siltronic upgraded to outperform by BNP.


Japan Morning Connection: SEI Well Placed as META Names It a Direct Supplier for Iris AI Chips

<ul>
<li>The market should like the news that Tokyo Electron can now deliver chip gear manufacturing equipment to customers in half the time.</li>
<li>Ibiden as well as SPE majors should get a lift from NVDA's +3.7% move.</li>
<li>Kioxia may catch a bid now that Bain Capital has fully exited their stake. </li>
</ul>


The market should like the news that Tokyo Electron can now deliver chip gear manufacturing equipment to customers in half the time.
Ibiden as well as SPE majors should get a lift from NVDA's +3.7% move.
Kioxia may catch a bid now that Bain Capital has fully exited their stake. 


Japan Morning Connection: Softbank in Focus Ahead of OpenAI's GPT-5.6 Release Tomorrow

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 Morning Connection: SEI Could Emerge as a Laggard Target as Optical/Cable Sector Heats Up

Optical and cable names look increasingly attractive after their recent collapse as they rebound off the lows and start to re-bucket themselves as...

Andrew Jackson

Japan Morning Connection: Furukawa, Fujikura May Find Support as US Weighs Ban on Chinese Optics

US considering ban on Chinese optical transceivers could benefit Furukawa and Fujikura. Pressure for telcos as Musk plans to take mobile customers...

Andrew Jackson

Japan Morning Connection: SEI, Furukawa, Fujikura May See Support as Optical Names Rally Overnight

SEI, Furukawa, Fujikura may see gains with strong optical connectivity tape and recent selloff. Fuji Elec, Rohm may see support from Onsemi's beat...

Andrew Jackson

Japan Morning Connection: SEI Well Placed as META Names It a Direct Supplier for Iris AI Chips

Optical/cable makers set to recover on Meta news, Micron's increased capex to benefit memory plays, Sumco and Shin Etsu set to follow European...

Andrew Jackson

Japan Morning Connection: Softbank in Focus Ahead of OpenAI's GPT-5.6 Release Tomorrow

Softbank Group may see interest today ahead of the news that OpenAI is set to release its latest version of GPT-5.6 tomorrow while news of faster...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: SEI Could Emerge as a Laggard Target as Optical/Cable Sector Heats Up

Optical and cable names look increasingly attractive after their recent collapse as they rebound off the lows and start to re-bucket themselves as...

Andrew Jackson

Japan Morning Connection: Furukawa, Fujikura May Find Support as US Weighs Ban on Chinese Optics

​US considering ban on Chinese optical transceivers could benefit Furukawa and Fujikura. Pressure for telcos as Musk plans to take mobile customers...

Andrew Jackson

Japan Morning Connection: SEI, Furukawa, Fujikura May See Support as Optical Names Rally Overnight

​SEI, Furukawa, Fujikura may see gains with strong optical connectivity tape and recent selloff. Fuji Elec, Rohm may see support from Onsemi's beat...

Andrew Jackson

Japan Morning Connection: SEI Well Placed as META Names It a Direct Supplier for Iris AI Chips

​Optical/cable makers set to recover on Meta news, Micron's increased capex to benefit memory plays, Sumco and Shin Etsu set to follow European...

Andrew Jackson

Japan Morning Connection: Softbank in Focus Ahead of OpenAI's GPT-5.6 Release Tomorrow

Softbank Group may see interest today ahead of the news that OpenAI is set to release its latest version of GPT-5.6 tomorrow while news of faster...

Andrew Jackson

US considering ban on Chinese optical transceivers could benefit Furukawa and Fujikura. Pressure for telcos as Musk plans to take mobile customers...

SEI, Furukawa, Fujikura may see gains with strong optical connectivity tape and recent selloff. Fuji Elec, Rohm may see support from Onsemi's beat...

Optical/cable makers set to recover on Meta news, Micron's increased capex to benefit memory plays, Sumco and Shin Etsu set to follow European...