Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<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

<ul>
<li>Quantum names in play still with D-Wave now 155% MTD should help Socionext as well as upgrade.</li>
<li>Wolfspeed bankruptcy may be initially negative but ultimately positive for Renesas.</li>
<li>SK Hynix reportedly getting the contract to supply NAND for Nintendo Swicth2.</li>
</ul>


Quantum names in play still with D-Wave now 155% MTD should help Socionext as well as upgrade.
Wolfspeed bankruptcy may be initially negative but ultimately positive for Renesas.
SK Hynix reportedly getting the contract to supply NAND for Nintendo Swicth2.


Japan Morning Connection: Musk Planning an XAI 1-Million GPU AI-Factory May Lift Tech to Start

<ul>
<li>Ai plays generally down, with AMAT after mkt dulling sentiment further, despite looking conservative.</li>
<li>Kioxia numbers look decent, but QoQ guidance is down on FX, with no follow through for Sandisk in the US.</li>
<li>Woeful price action for Kyocera yesterday despite an activist win, with the market still cautious over management bungling.</li>
</ul>


Ai plays generally down, with AMAT after mkt dulling sentiment further, despite looking conservative.
Kioxia numbers look decent, but QoQ guidance is down on FX, with no follow through for Sandisk in the US.
Woeful price action for Kyocera yesterday despite an activist win, with the market still cautious over management bungling.


Japan Morning Connection: Market Rotation Away from Tech as Big Winners Take a Breather

<ul>
<li>Trump whipping up interest in all things AI and data center over his state visit to Saudi.</li>
<li>Pharma giving back yesterdays rebound with risks remaining over Trump's planned pricing cuts.</li>
<li>Kokusai Electric may continue moving higher post-numbers  as a potential NKY225 inclusion candidate.</li>
</ul>


Trump whipping up interest in all things AI and data center over his state visit to Saudi.
Pharma giving back yesterdays rebound with risks remaining over Trump's planned pricing cuts.
Kokusai Electric may continue moving higher post-numbers  as a potential NKY225 inclusion candidate.


Japan Morning Connection: US Opening Doors to Greater UAE/Saudi Chip Sales Driving Tech and Semis

Japan

Kioxia Holdings Corporation manufactures semiconductor memory products. The Company develops, produces, and sells flash memory cards, solid state drives, secure digital memory cards, and other products. Kioxia Holdings also operates group management strategy formulation and management.

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Kioxia Holdings (285A JP)

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

Japan Morning Connection: Musk Planning an XAI 1-Million GPU AI-Factory May Lift Tech to Start

D-Wave's quantum success should benefit Socionext. Could be an opportunity to buy Renesas amidst Wolfspeed bankruptcy. SK Hynix allegedly to...

Andrew Jackson

Japan Morning Connection: Market Rotation Away from Tech as Big Winners Take a Breather

Consumer staples and utilities up as market rotated towards defensive. Despite activist win, the market is still cautious with Kyocera.

Andrew Jackson

Japan Morning Connection: US Opening Doors to Greater UAE/Saudi Chip Sales Driving Tech and Semis

Trump's visit to Saudi Arabia sparks interest in AI and data centers, Pharma stocks drop after rebound, Kokusai Electric may rise further as...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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

Japan Morning Connection: Musk Planning an XAI 1-Million GPU AI-Factory May Lift Tech to Start

​D-Wave's quantum success should benefit Socionext. Could be an opportunity to buy Renesas amidst Wolfspeed bankruptcy. SK Hynix allegedly to...

Andrew Jackson

Japan Morning Connection: Market Rotation Away from Tech as Big Winners Take a Breather

Consumer staples and utilities up as market rotated towards defensive. Despite activist win, the market is still cautious with Kyocera.

Andrew Jackson

Japan Morning Connection: US Opening Doors to Greater UAE/Saudi Chip Sales Driving Tech and Semis

​Trump's visit to Saudi Arabia sparks interest in AI and data centers, Pharma stocks drop after rebound, Kokusai Electric may rise further as...

Andrew Jackson

D-Wave's quantum success should benefit Socionext. Could be an opportunity to buy Renesas amidst Wolfspeed bankruptcy. SK Hynix allegedly to...

Trump's visit to Saudi Arabia sparks interest in AI and data centers, Pharma stocks drop after rebound, Kokusai Electric may rise further as...