Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Memory continues higher with WD announcing price hikes due to extreme demand.</li>
<li>More and more chatter about high-bandwidth-flash as the next-gen memory for AI.</li>
<li>China launching anti-dumping measures against analog IC's keeping power-names down.</li>
</ul>


Memory continues higher with WD announcing price hikes due to extreme demand.
More and more chatter about high-bandwidth-flash as the next-gen memory for AI.
China launching anti-dumping measures against analog IC's keeping power-names down.


Japan Morning Connection: Tech Juggernaut Continues with No Signs of a Slowdown

<ul>
<li>Breakout move higher for Lam Research should add some more zest to TEL which continues to lag.</li>
<li>Sandisk 14% as NAND heats up, but has Kioxia gone too far with huge blocks probably not too far off.</li>
<li>US Eco data cements expectations for a Sep cut sending rates down and home builders up.</li>
</ul>


Breakout move higher for Lam Research should add some more zest to TEL which continues to lag.
Sandisk 14% as NAND heats up, but has Kioxia gone too far with huge blocks probably not too far off.
US Eco data cements expectations for a Sep cut sending rates down and home builders up.


Japan Morning Connection: Tech Strength Continues with a Swing to Semi-Cap, Boding Well for Japan

<ul>
<li>Broadcom up another 10% on potential demand for ASIC, expect Socionext to catch a bid after yesterdays pause.</li>
<li>Market turning more sour on Apple's latest offerings pulling suppliers lower.</li>
<li>EDA names are reeling from China export restrictions with Synopsis -36% pulling Cadence lower also.</li>
</ul>


Broadcom up another 10% on potential demand for ASIC, expect Socionext to catch a bid after yesterdays pause.
Market turning more sour on Apple's latest offerings pulling suppliers lower.
EDA names are reeling from China export restrictions with Synopsis -36% pulling Cadence lower also.


Japan Morning Connection: Oracle +36% Pulls Most AI Related Sharply Higher, Expect Softbank Strength

<ul>
<li>Apple reveal not enough to send the stock higher, although its new IPhone Pro and ear pods with built in heart rate monitoring impress.</li>
<li>Alphabet sends the Mag7 to a record high with its cloud computing order backlog bigger than expected.</li>
<li>Wolfspeed +48% as it gets set to emerge from bankruptcy, although this should be no surprise. Positive Renesas</li>
</ul>


Apple reveal not enough to send the stock higher, although its new IPhone Pro and ear pods with built in heart rate monitoring impress.
Alphabet sends the Mag7 to a record high with its cloud computing order backlog bigger than expected.
Wolfspeed +48% as it gets set to emerge from bankruptcy, although this should be no surprise. Positive Renesas


Japan Morning Connection: Oracle Blows the Doors off as the AI Train Shows No Sign of a Slowdown

<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

Japan

Kokusai Electric Corporation manufactures and distributes semiconductor manufacturing systems. The Company produces batch processing systems, single wafer processing systems, and other systems. Kokusai Electric also operates advanced thermal process technology development, training, and other businesses.

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Kokusai Electric (6525 JP)

Japan Morning Connection: Tech Juggernaut Continues with No Signs of a Slowdown

Market expecting Elon Musk to have something up his sleeve after buying 1bl worth of Tesla Stock. New catalysts for AI memory may oush NAND names...

Andrew Jackson

Japan Morning Connection: Tech Strength Continues with a Swing to Semi-Cap, Boding Well for Japan

EDA names bounce back after yesterdays weakness. TEL flagged as an interesting underperforer. Kioxia may be running out of room to climb higher.

Andrew Jackson

Japan Morning Connection: Oracle Blows the Doors off as the AI Train Shows No Sign of a Slowdown

Apple and its suppliers pulled lower. Laggards in the SPE space should get a lift after Oracle's big jump in late trading. A pullback in...

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Tech Juggernaut Continues with No Signs of a Slowdown

Market expecting Elon Musk to have something up his sleeve after buying 1bl worth of Tesla Stock. New catalysts for AI memory may oush NAND names...

Andrew Jackson

Japan Morning Connection: Tech Strength Continues with a Swing to Semi-Cap, Boding Well for Japan

EDA names bounce back after yesterdays weakness. TEL flagged as an interesting underperforer. Kioxia may be running out of room to climb higher.

Andrew Jackson

Japan Morning Connection: Oracle +36% Pulls Most AI Related Sharply Higher, Expect Softbank Strength

iPhone Air failed to impress, sending Apple lower. Oracle's success read as being negative for other AI hyper scalers. Synopsis down from export...

Andrew Jackson

Japan Morning Connection: Oracle Blows the Doors off as the AI Train Shows No Sign of a Slowdown

Apple and its suppliers pulled lower. Laggards in the SPE space should get a lift after Oracle's big jump in late trading. A pullback in...

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