Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Solid earnings print from Rohm likely to see this squeeze today given the elevated short interest.</li>
<li>Broadcom's new networking chip may fuel wire and cable demand.</li>
<li>Homebuilders up again making Shin Etsu look increasingly attractive on the long side after weakness in PVC biz.</li>
</ul>


Solid earnings print from Rohm likely to see this squeeze today given the elevated short interest.
Broadcom's new networking chip may fuel wire and cable demand.
Homebuilders up again making Shin Etsu look increasingly attractive on the long side after weakness in PVC biz.


Japan Morning Connection: Tech Rebound Although Onsemi Drops -16% on Numbers

<ul>
<li>HDD names taking a hit in later trading after Seagate miss. Watch the likes of Hoya, TDK and Minebea Misumi for weakness.</li>
<li>Boeing down despite numbers good on better FCF, although 787 deliveries read's well for carbon fiber names the Heavies.</li>
<li>NEC beat points to plenty of room for further upside, while Advantest numbers may lead to tough QoQ comps for 2Q.</li>
</ul>


HDD names taking a hit in later trading after Seagate miss. Watch the likes of Hoya, TDK and Minebea Misumi for weakness.
Boeing down despite numbers good on better FCF, although 787 deliveries read's well for carbon fiber names the Heavies.
NEC beat points to plenty of room for further upside, while Advantest numbers may lead to tough QoQ comps for 2Q.


Japan Morning Connection: Big Print for Corning Will Drive DC and Optical Connectivity Plays

<ul>
<li>STM adds to the gloom for power semis after surprise loss and -16% drop. Fuji Elec and Renesas report today in Japan.</li>
<li>Dow -18% after tariff uncertainty hist exports sending peers lower. Watch Shin Etsu despite its more PVC focus.</li>
<li>Intel's new CEO struggling to turn the ship around with a competitive AI offering still a ways off.</li>
</ul>


STM adds to the gloom for power semis after surprise loss and -16% drop. Fuji Elec and Renesas report today in Japan.
Dow -18% after tariff uncertainty hist exports sending peers lower. Watch Shin Etsu despite its more PVC focus.
Intel's new CEO struggling to turn the ship around with a competitive AI offering still a ways off.


Japan Morning Connection: Mixed Tape for Semi's with AI up and Power and Industrial Down Further

<ul>
<li>New smartphone offering from Micron lifts memory plays which may help EUV also.</li>
<li>Comments from Onsemi management that auto has turned the corner positive for Rohm, Fuji Elec, Renesas.</li>
<li>Kadokawa/Bandai Namco's Nightreign sells 3.5m copies in 4-days, plus a new DLC on the way.</li>
</ul>


New smartphone offering from Micron lifts memory plays which may help EUV also.
Comments from Onsemi management that auto has turned the corner positive for Rohm, Fuji Elec, Renesas.
Kadokawa/Bandai Namco's Nightreign sells 3.5m copies in 4-days, plus a new DLC on the way.


Japan Morning Connection: Coreweave +25% and Numbers from HP Enterprise Sets Positive Semi Tone

<ul>
<li>Semi's and cons disc leading way higher, Japan set for strong start.</li>
<li>Apple breaking downtrend on news its releasing a new game center to better compete against consoles.</li>
<li>Nuclear names surging again which sets a continued positive tone for heavies and related.</li>
</ul>


Semi's and cons disc leading way higher, Japan set for strong start.
Apple breaking downtrend on news its releasing a new game center to better compete against consoles.
Nuclear names surging again which sets a continued positive tone for heavies and related.


Japan Morning Connection: Risk-On with Investors Liking Optimistic Tone from EU-US Talks

Japan

Furukawa Electric Co., Ltd. manufactures wires, cables, and metal products. The Company holds patents in optical fiber coating technology and produces optical fiber cables in the United States.  Furukawa Electric's metal products include aluminum cans, air conditioner parts, and shape memory alloys.

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Furukawa Electric (5801 JP)

Japan Morning Connection: Tech Rebound Although Onsemi Drops -16% on Numbers

Strong numbers from Rohm may lead to a short squeeze, Broadcom's new chip should help with energy accessibility for AI farms, US homebuilders...

Andrew Jackson

Japan Morning Connection: Big Print for Corning Will Drive DC and Optical Connectivity Plays

Memory names will be down after Seagate's weakness. Boeing down despite good numbers but general outlook is strong. Corning's beat should send...

Andrew Jackson

Japan Morning Connection: Mixed Tape for Semi's with AI up and Power and Industrial Down Further

Big moves lower for power semi peers should see JP names lower, Intel failing to impress may follow through to Ibiden, IBM slumped but analyst...

Andrew Jackson

Japan Morning Connection: Coreweave +25% and Numbers from HP Enterprise Sets Positive Semi Tone

Kadokawa and Bandai Namco attractive as longs, may be increased focus on derivative wire and cable plays as well as Japan's EUV related.

Andrew Jackson

Japan Morning Connection: Risk-On with Investors Liking Optimistic Tone from EU-US Talks

May be a lift for names in Japan with high EU exposures. EU defence spending increasing sentiment for anything related to nuclear plant...

Andrew Jackson

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