Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Apple to ATH's with its China iPhone17 sales tracking 14% better than the same period for the iPhone16.</li>
<li>With an LDP - Ishin pact signed, Takaichi is set to reign as PM. Space names and JSW look to have more upside as do Heavies.</li>
<li>Will a China trade deal include a big Boeing order after a 5-year hiatus? Comments from the US Ambassador and Trumps play book point to YES.</li>
</ul>


Apple to ATH's with its China iPhone17 sales tracking 14% better than the same period for the iPhone16.
With an LDP - Ishin pact signed, Takaichi is set to reign as PM. Space names and JSW look to have more upside as do Heavies.
Will a China trade deal include a big Boeing order after a 5-year hiatus? Comments from the US Ambassador and Trumps play book point to YES.


Japan Morning Connection: AWS Outage and Calls for Improved Redundancy Infra Drives Tech and AI Up

<ul>
<li>ASML guiding for growth despite a big cut in China sales a positive roadmap for JP SPE also.</li>
<li>Memory prices continue to soar as makers stop issuing spot prices due to lack of inventory.</li>
<li>A LDP-JIP alliance makes a Takaichi PM-ship more likely. Watch as the satellites continue to fly.</li>
</ul>


ASML guiding for growth despite a big cut in China sales a positive roadmap for JP SPE also.
Memory prices continue to soar as makers stop issuing spot prices due to lack of inventory.
A LDP-JIP alliance makes a Takaichi PM-ship more likely. Watch as the satellites continue to fly.


Japan Morning Connection: ASML Sets the Tone for More AI Upside to Start in Japan

<ul>
<li>Opposition coalition forming against Takaichi, but unlikely to succeed given vast policy differences</li>
<li>Samsung big beat this morning shows the memory super cycle may be a real thing</li>
<li>Softbank to surge with ARM architecture used in latest Broadcom/NVDA multi-year deal for ASIC</li>
</ul>


Opposition coalition forming against Takaichi, but unlikely to succeed given vast policy differences
Samsung big beat this morning shows the memory super cycle may be a real thing
Softbank to surge with ARM architecture used in latest Broadcom/NVDA multi-year deal for ASIC


Japan Morning Connection: Tech Dip Buying Likely After Wobble from Takaichi Political Challenge

<ul>
<li>Memory and specifically DRAM and NAND surges as memory makers delay enterprise pricing guidance as supply/demand imbalance grows.</li>
<li>As AMD-Samsung vs NVDA-SK Hynix alliances form, Micronics should be the big winner.</li>
<li>Factory automatic and robotics stocks the next AI winners? Masa thinks so.</li>
</ul>


Memory and specifically DRAM and NAND surges as memory makers delay enterprise pricing guidance as supply/demand imbalance grows.
As AMD-Samsung vs NVDA-SK Hynix alliances form, Micronics should be the big winner.
Factory automatic and robotics stocks the next AI winners? Masa thinks so.


Japan Morning Connection: US Govt Rumored to Be Looking at Taking Stake in Wolfspeed

<ul>
<li>Lawmakers accuse semi-caps for helping make China make chips. What else would their equipment do?</li>
<li>HDD names swoon yet pure play Sandisk stays firm. Wafers down after small-cap Aehr somehow rattles markets.</li>
<li>Mixed tape for Homebuilders with James Hardie surging on numbers while rest of sector sags on a downgrade.</li>
</ul>


Lawmakers accuse semi-caps for helping make China make chips. What else would their equipment do?
HDD names swoon yet pure play Sandisk stays firm. Wafers down after small-cap Aehr somehow rattles markets.
Mixed tape for Homebuilders with James Hardie surging on numbers while rest of sector sags on a downgrade.


Japan Morning Connection: Semi's Correct Finally, but Already Seeing Dip Buying off Lows Overnight

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: AWS Outage and Calls for Improved Redundancy Infra Drives Tech and AI Up

Confirmation on Takaichi to become the PM sent heavies, nuclear and space related up. Power semi names did well with laggards getting picked up.

Andrew Jackson

Japan Morning Connection: ASML Sets the Tone for More AI Upside to Start in Japan

ASML numbers sent Japanese SPE higher in the afternoon. Memory names continued higher. Defence and utilities traded better as chances look better...

Andrew Jackson

Japan Morning Connection: Tech Dip Buying Likely After Wobble from Takaichi Political Challenge

Softbank may see upside from US Quantum Computing surge. Tesla scaling back production plans for Optimus may cause some pullback in Harmonic Drive....

Andrew Jackson

Japan Morning Connection: US Govt Rumored to Be Looking at Taking Stake in Wolfspeed

Tech and AI bounce back after pullback the day before, flash/NAND related especially strong. WOLF a potential target for the US Government to take...

Andrew Jackson

Japan Morning Connection: Semi's Correct Finally, but Already Seeing Dip Buying off Lows Overnight

Advantest may emerge as an SPE sector relative short. May be a chance to double dip on wafer companies after a US wafer testing firm dropped 17.4%.

Andrew Jackson

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