Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Intel jumping on plans to cut its bloated workforce and streamline management.</li>
<li>EV plays should pick up after Tesla held after mkt gains from yesterday.</li>
<li>Boeing numbers will help the heavies with better FCF and production outlooks.</li>
</ul>


Intel jumping on plans to cut its bloated workforce and streamline management.
EV plays should pick up after Tesla held after mkt gains from yesterday.
Boeing numbers will help the heavies with better FCF and production outlooks.


Japan Morning Connction: Tech Surging with Trump Signalling Zero China Tariffs on a Trade Deal

<ul>
<li>Tech and AI sell off sparked by further chip restrictions to China and poor print from ASML.</li>
<li>Details of trade talks are set to have big implications for autos, energy, defense and agriculture.</li>
<li>US officials order the suspension of Biden era wind project already under constriction, adding more pressure to renewables.</li>
</ul>


Tech and AI sell off sparked by further chip restrictions to China and poor print from ASML.
Details of trade talks are set to have big implications for autos, energy, defense and agriculture.
US officials order the suspension of Biden era wind project already under constriction, adding more pressure to renewables.


Japan Morning Connection: Trump Lauding 'great Progress' with Japan Trade Talks.

<ul>
<li>US falters over the day after a strong start with renewed tariff concerns depressing sentiment.</li>
<li>Banks and insurance rallied with Treasury yields over the day rising despite the pullback from equities.</li>
<li>US / Japan bilateral talks may push the BoJ into action.</li>
</ul>


US falters over the day after a strong start with renewed tariff concerns depressing sentiment.
Banks and insurance rallied with Treasury yields over the day rising despite the pullback from equities.
US / Japan bilateral talks may push the BoJ into action.


Japan Morning Connection: Reciprocal Tariff Deadline Looms but Japan Is Front of the Line in Talks

<ul>
<li>Tech and AI down again ahead of Trump's tariff 'liberation day' on April 2.</li>
<li>Wolfspeed -51% puts Renesas's $2bn advance payment for SiC under jeopardy.</li>
<li>Dead rat, anyone? Should be positive for Yoshinoya as Sukiya shutters most stores.</li>
</ul>


Tech and AI down again ahead of Trump's tariff 'liberation day' on April 2.
Wolfspeed -51% puts Renesas's $2bn advance payment for SiC under jeopardy.
Dead rat, anyone? Should be positive for Yoshinoya as Sukiya shutters most stores.


Japan Morning Connection: US Defense Secretary Hegseth Reconfirming Commitment to Japan

<ul>
<li>EU defence names higher again, expect more upside for JP heavies after yesterdays lull.</li>
<li>Intel managed to eek out gains with the market still positive on streamlining.</li>
<li>BYD rapid charging adding to Tesla woes, downside pressure to build for Panasonic as restructuring allure fades.</li>
</ul>


EU defence names higher again, expect more upside for JP heavies after yesterdays lull.
Intel managed to eek out gains with the market still positive on streamlining.
BYD rapid charging adding to Tesla woes, downside pressure to build for Panasonic as restructuring allure fades.


Japan Morning Connection: Huang's AI Keynote Fails to Excite Investors

Japan

IHI Corporation manufactures heavy machinery. The Company produces aircraft jet engines, rocket propulsion systems, and ships for military and commercial use. Ishikawajima-Harima also constructs petroleum refineries and nuclear power plants.

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IHI Corp (7013 JP)

Japan Morning Connction: Tech Surging with Trump Signalling Zero China Tariffs on a Trade Deal

Intel plans to cut workforce and streamline management, EV plays may continue to rise after Tesla's gains, Boeing's improved numbers to benefit...

Andrew Jackson

Japan Morning Connection: Trump Lauding 'great Progress' with Japan Trade Talks.

Earnings miss from ASML and further chip restrictions to China sparked Tech and AI sell off. JP renewables likely to be impacted by Equinor’s...

Andrew Jackson

Japan Morning Connection: Reciprocal Tariff Deadline Looms but Japan Is Front of the Line in Talks

US markets struggle as renewed tariff concerns dampen sentiment. Banks and insurance rally as Treasury yields rose. US/Japan talks could prompt...

Andrew Jackson

Japan Morning Connection: US Defense Secretary Hegseth Reconfirming Commitment to Japan

Tech and AI still down as Trump's liberation day approaches; Wolfspeed -51% puts Renesas in poor position, Yoshinoya should benefit from Sukiya...

Andrew Jackson

Japan Morning Connection: Huang's AI Keynote Fails to Excite Investors

EU defence stocks continue higher, potential for more gains for JP heavyweights.BYD's rapid charging poses more challenges for Tesla. Panasonic...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connction: Tech Surging with Trump Signalling Zero China Tariffs on a Trade Deal

​Intel plans to cut workforce and streamline management, EV plays may continue to rise after Tesla's gains, Boeing's improved numbers to benefit...

Andrew Jackson

Japan Morning Connection: Trump Lauding 'great Progress' with Japan Trade Talks.

Earnings miss from ASML and further chip restrictions to China sparked Tech and AI sell off. JP renewables likely to be impacted by Equinor’s...

Andrew Jackson

Japan Morning Connection: Reciprocal Tariff Deadline Looms but Japan Is Front of the Line in Talks

​US markets struggle as renewed tariff concerns dampen sentiment. Banks and insurance rally as Treasury yields rose. US/Japan talks could prompt...

Andrew Jackson

Japan Morning Connection: US Defense Secretary Hegseth Reconfirming Commitment to Japan

Tech and AI still down as Trump's liberation day approaches; Wolfspeed -51% puts Renesas in poor position, Yoshinoya should benefit from Sukiya...

Andrew Jackson

Japan Morning Connection: Huang's AI Keynote Fails to Excite Investors

​EU defence stocks continue higher, potential for more gains for JP heavyweights.BYD's rapid charging poses more challenges for Tesla. Panasonic...

Andrew Jackson

Intel plans to cut workforce and streamline management, EV plays may continue to rise after Tesla's gains, Boeing's improved numbers to benefit...

US markets struggle as renewed tariff concerns dampen sentiment. Banks and insurance rally as Treasury yields rose. US/Japan talks could prompt...

EU defence stocks continue higher, potential for more gains for JP heavyweights.BYD's rapid charging poses more challenges for Tesla. Panasonic...