Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>The Space space continues heating up with the news that Amazon plans to acquisition satellite company, Globalstar. A dip buying opportunity for QPS after yesterday's earnings miss.</li>
<li>Socionext has totally missed the recent chip rally but the surge in interest for quantum related may finally be the catalyst to send it higher.</li>
<li>Fujitsu Ltd is starting to look increasingly interesting on the long side as it pivots away from software.</li>
</ul>


The Space space continues heating up with the news that Amazon plans to acquisition satellite company, Globalstar. A dip buying opportunity for QPS after yesterday's earnings miss.
Socionext has totally missed the recent chip rally but the surge in interest for quantum related may finally be the catalyst to send it higher.
Fujitsu Ltd is starting to look increasingly interesting on the long side as it pivots away from software.


Japan Morning Connection: Space and Quantum Names Primed for a Surge

<ul>
<li>QD Laser +12.4% after being highlighted as a way to play hyperscaler qualification cycles.</li>
<li>Likely we see more interest in rapidly scalable modular solutions which includes small modular nuclear reactors. Watch Japan Steel Works and Kimura Chemical Plants Co.</li>
<li>Sandisk +11.8% on news its joining the Nasdaq 100 and a broker upgrade, taking its 5-day gains to 31%. </li>
</ul>


QD Laser +12.4% after being highlighted as a way to play hyperscaler qualification cycles.
Likely we see more interest in rapidly scalable modular solutions which includes small modular nuclear reactors. Watch Japan Steel Works and Kimura Chemical Plants Co.
Sandisk +11.8% on news its joining the Nasdaq 100 and a broker upgrade, taking its 5-day gains to 31%. 


Japan Morning Connection: Tech and AI Push Higher Despite the Ongoing Iran Standoff

<ul>
<li>Intel's Terafab momentum continues with Ibiden, TEL and Lasertec with more upside likely today.</li>
<li>Meta launches AI model Muse Spark hitting software names. NEC and Fujitsu set to underperform today.</li>
<li>Chiyoda +15.5% after announcing it is already returning to work at Qatar's Ras Laffan LNG plant.</li>
</ul>


Intel's Terafab momentum continues with Ibiden, TEL and Lasertec with more upside likely today.
Meta launches AI model Muse Spark hitting software names. NEC and Fujitsu set to underperform today.
Chiyoda +15.5% after announcing it is already returning to work at Qatar's Ras Laffan LNG plant.


Japan Morning Connection: Risk on as Tech and Memory Names Reach All Time Highs

<ul>
<li>Kioxia looks vulnerable as not far from its ATH's and +720% off its September lows with almost no short interest.</li>
<li>Sony and Nintendo may catch a bid if supply-demand imbalance shows signs of abating.</li>
<li>Fujitsu and NEC likely to do better as the market goes risk-off.</li>
</ul>


Kioxia looks vulnerable as not far from its ATH's and +720% off its September lows with almost no short interest.
Sony and Nintendo may catch a bid if supply-demand imbalance shows signs of abating.
Fujitsu and NEC likely to do better as the market goes risk-off.


Japan Morning Connection: Heavy Selling Expected for SPE as Uncertainty Builds

<ul>
<li>QD Laser (6613 JP) was +7.15% yesterday but may continue to get a lift with US optical/phonetic related names outperforming.</li>
<li>A dour tone for Fujitsu Ltd (6702 JP) and NEC Corp (6701 JP) etc, especially with a switch to a more risk-on footing in the wings.</li>
<li>Oil and gas infra names did better overnight, so may get a follow through for Chiyoda Corp (6366 JP) and Jgc Corp (1963 JP).</li>
</ul>


QD Laser (6613 JP) was +7.15% yesterday but may continue to get a lift with US optical/phonetic related names outperforming.
A dour tone for Fujitsu Ltd (6702 JP) and NEC Corp (6701 JP) etc, especially with a switch to a more risk-on footing in the wings.
Oil and gas infra names did better overnight, so may get a follow through for Chiyoda Corp (6366 JP) and Jgc Corp (1963 JP).


Japan Morning Connection: Fading Oil Sets a Positive Tone for Risk-On Tech, Airlines and Shippers

Japan

Fujitsu Ltd manufactures semiconductor, computer, and communication equipment. The Company provides comprehensive information technology, network and telecommunication solutions, and Internet services.

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Fujitsu Ltd (6702 JP)

Japan Morning Connection: Space and Quantum Names Primed for a Surge

Quantum and space themes heat up with dip buying opportunities. Potential for Japan's modular reactor names to catch a bid. Fujitsu's pivot...

Andrew Jackson

Japan Morning Connection: Tech and AI Push Higher Despite the Ongoing Iran Standoff

Tech and AI remain bulletproof as markets look past the Iran standoff. Credo's pivot to photonics accelerates the laser theme while Oracle's fuel...

Andrew Jackson

Japan Morning Connection: Risk on as Tech and Memory Names Reach All Time Highs

Japan set for a bullish open. Aehr Test earnings beat sets a positive tone for Japan's testing names. Chiyoda heads back to work in Qatar pointing...

Andrew Jackson

Japan Morning Connection: Heavy Selling Expected for SPE as Uncertainty Builds

SPE and optical names face a brutal open as tech melts down overnight. Sony and Nintendo may be the bright spots on easing NAND cost pressures.

Andrew Jackson

Japan Morning Connection: Fading Oil Sets a Positive Tone for Risk-On Tech, Airlines and Shippers

Oil fading at the open sets a positive tone for risk on tech, airlines and shippers, while optical names continue to surge on data center order...

Andrew Jackson

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