Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Japan heads for its 4th Prime Minister since 2020 with Ishiba failing to turn many of his election pledges into reality.</li>
<li>Broadcom OpenAI order sends tech higher, with NVDA and AMD weakness likely short-lived.</li>
<li>US Jobs print sends yields sharply lower and Homebuilders up.</li>
</ul>


Japan heads for its 4th Prime Minister since 2020 with Ishiba failing to turn many of his election pledges into reality.
Broadcom OpenAI order sends tech higher, with NVDA and AMD weakness likely short-lived.
US Jobs print sends yields sharply lower and Homebuilders up.


Japan Morning Connection: Ishiba Heads for the Door (Finally) And Markets Pointing Higher

<ul>
<li>Huge +18% move for Sandisk will help Japan's memory complex leg higher.</li>
<li>Networking developer Ciena jumped 23% after blow-out numbers while Broadcom beats after-hours.</li>
<li>10-Year yield dropping below its recent supports helps home builders higher while Shin Etsu continues to underwhelm.</li>
</ul>


Huge +18% move for Sandisk will help Japan's memory complex leg higher.
Networking developer Ciena jumped 23% after blow-out numbers while Broadcom beats after-hours.
10-Year yield dropping below its recent supports helps home builders higher while Shin Etsu continues to underwhelm.


Japan Morning Connection: Tech Storms Higher on a Raft of Positive Earnings and Bullish NAND Outlook

<ul>
<li>Memory continues to surge with Western Digital named as a top pick helping lift peers.</li>
<li>Power and industrial semi's lower after a poor reception to Infineon's IR conference comments and Trump's wind power attack.</li>
<li>Da Vinci facing headwinds as funding recedes in another negative for Sysmex who continues to reel after poor numbers.</li>
</ul>


Memory continues to surge with Western Digital named as a top pick helping lift peers.
Power and industrial semi's lower after a poor reception to Infineon's IR conference comments and Trump's wind power attack.
Da Vinci facing headwinds as funding recedes in another negative for Sysmex who continues to reel after poor numbers.


Japan Morning Connection: Alphabet and Apple Prop the Market up as AI Cited as a Competitive Threat

<ul>
<li>Both Marvell and Dell were out after-market Friday so the reaction in Japan to start may be less severe.</li>
<li>Sandisk cutting through the static now up for 7th day in a row as sentiment for NAND rises on potential AI growth.</li>
<li>Kokusai Electric may also see a positive change in tone if the market takes another look at NAND production equipment.</li>
</ul>


Both Marvell and Dell were out after-market Friday so the reaction in Japan to start may be less severe.
Sandisk cutting through the static now up for 7th day in a row as sentiment for NAND rises on potential AI growth.
Kokusai Electric may also see a positive change in tone if the market takes another look at NAND production equipment.


Japan Morning Connection: Tech Battered by Marvell and Dell Misses Ahead of Labor Day Break

<ul>
<li>Pure Storage surging 32% showcasing the growth potential for NAND as a viable and cost effective storage medium for AI/enterprise use. Watch Kioxia.</li>
<li>HP up but its printing business not so good -however this could be a 'bad is good' scenario for Japan's desperately in need of consolidation printer industry.</li>
<li>Marvell getting hit hard after-hours may see ASIC related Socionext trade lower.</li>
</ul>


Pure Storage surging 32% showcasing the growth potential for NAND as a viable and cost effective storage medium for AI/enterprise use. Watch Kioxia.
HP up but its printing business not so good -however this could be a 'bad is good' scenario for Japan's desperately in need of consolidation printer industry.
Marvell getting hit hard after-hours may see ASIC related Socionext trade lower.


Japan Morning Connection: Tech Shakes off Initial Weakness with Talks of Blackwell Sales to China

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: Ishiba Heads for the Door (Finally) And Markets Pointing Higher

Tech still strong on AI demand. Memory names continue even higher with the potential for higher flash memory prices due to export restrictions. US...

Andrew Jackson

Japan Morning Connection: Tech Storms Higher on a Raft of Positive Earnings and Bullish NAND Outlook

Lynx equity strategies research sent NAND related higher in the US, watch JP memory names today. Drop in 10-year yield will help homebuilders....

Andrew Jackson

Japan Morning Connection: Alphabet and Apple Prop the Market up as AI Cited as a Competitive Threat

Memory names continue to perform well. Intuitive surgical dropped after guidance showed impact from tarrifs. Marvell falls again after lackluster...

Andrew Jackson

Japan Morning Connection: Tech Battered by Marvell and Dell Misses Ahead of Labor Day Break

Marvell's poor earnings pulled AI related down while NAND related stayed strong. Kokusai Electric is rebounding off its 200 day after a 20%...

Andrew Jackson

Japan Morning Connection: Tech Shakes off Initial Weakness with Talks of Blackwell Sales to China

Memory plays continue to trade well with strong growth outlook for NAND memory, watch Kioxia as a squeeze candidate. Dell down with numbers showing...

Andrew Jackson

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