Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Big gains for AMD with analysts more upbeat than last weeks reaction to its AI conference suggests.</li>
<li>Advantest 9.6% yesterday on broker comments should see market hunting for laggards such as Kokusai Electric.</li>
<li>Estee lauder seeing an uptick in China may help beleaguered Shiseido and Kose move higher.</li>
</ul>


Big gains for AMD with analysts more upbeat than last weeks reaction to its AI conference suggests.
Advantest 9.6% yesterday on broker comments should see market hunting for laggards such as Kokusai Electric.
Estee lauder seeing an uptick in China may help beleaguered Shiseido and Kose move higher.


Japan Morning Connection: Markets Seeing Iran's Potential Demise as Fuel to Risk-On Fire

<ul>
<li>Intel relief rally didn't last, but Broadcom rebounded after a week of selling despite Apple weakness.</li>
<li>Oracle is 7% in late-trading after posting very bullish cloud and cloud infra guidance.</li>
<li>Record sales for Nintendo's Switch2 console not enough to keep stock moving higher.</li>
</ul>


Intel relief rally didn't last, but Broadcom rebounded after a week of selling despite Apple weakness.
Oracle is 7% in late-trading after posting very bullish cloud and cloud infra guidance.
Record sales for Nintendo's Switch2 console not enough to keep stock moving higher.


Japan Morning Connection: Rumors Micron May Lift DDR4 Prices Lifts Sentiment for All Things Memory

<ul>
<li>Applied Digital landing a big data center order from CoreWeave lifting AI related plays setting upbeat tone for SPE.</li>
<li>Big Chinese SiC capacity coming online further adding to the price pressures for Rohm.</li>
<li>Square Enix cancelling its 'Project Gemini' with Polish developer another foreign flop reminiscent of Avengers?</li>
</ul>


Applied Digital landing a big data center order from CoreWeave lifting AI related plays setting upbeat tone for SPE.
Big Chinese SiC capacity coming online further adding to the price pressures for Rohm.
Square Enix cancelling its 'Project Gemini' with Polish developer another foreign flop reminiscent of Avengers?


Japan Morning Connection: Markets Rising from Morning Lows on Expectations for a Trump-Xi Call

<ul>
<li>Tech and semis sharply lower as investors go risk off, although Coreweave bucks the trend to jump another 19%.</li>
<li>Infineon buoyed sentiment for power semi's somewhat after announcing tie up with NVDA for HVDC data center systems.</li>
<li>Expect a rough ride for Home builders and construction related plays such as Sumitomo Forestry and Shin Etsu.</li>
</ul>


Tech and semis sharply lower as investors go risk off, although Coreweave bucks the trend to jump another 19%.
Infineon buoyed sentiment for power semi's somewhat after announcing tie up with NVDA for HVDC data center systems.
Expect a rough ride for Home builders and construction related plays such as Sumitomo Forestry and Shin Etsu.


Japan Morning Connection: Markets Creaking Under the Weight of Poor Demand for US Bonds

<ul>
<li>Pockets of strength in US Tech Friday with Coreweave, SMCI, Micron up with semi-caps generally lower after ASML nos.</li>
<li>Potential replacements for a NTT Data NKY deletion should continue to find a bid.</li>
<li>JP retailers J-Front and Matsuya squeezed sharply Friday after social media post highlights activist involvement.</li>
</ul>


Pockets of strength in US Tech Friday with Coreweave, SMCI, Micron up with semi-caps generally lower after ASML nos.
Potential replacements for a NTT Data NKY deletion should continue to find a bid.
JP retailers J-Front and Matsuya squeezed sharply Friday after social media post highlights activist involvement.


Japan Morning Connection: Markets Uncertain to Start the Week After Moody's US Downgrade

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: Markets Seeing Iran's Potential Demise as Fuel to Risk-On Fire

Japan SPE underperformers may catch a bid. Estee Lauder's jump up has positive implications for Japan's Shiseido and Kose.

Andrew Jackson

Japan Morning Connection: Rumors Micron May Lift DDR4 Prices Lifts Sentiment for All Things Memory

Broadcom rebounds after earnings driven weakness. Quantum names up after positive comments from Jensen Huang. Nintendo's record sales fail to...

Andrew Jackson

Japan Morning Connection: Markets Rising from Morning Lows on Expectations for a Trump-Xi Call

Applied Digital secures big data center order, setting a good tone for AI and SPE. Chinese SiC capacity increase adds pressure for Rohm. Potential...

Andrew Jackson

Japan Morning Connection: Markets Creaking Under the Weight of Poor Demand for US Bonds

Investors shift to risk-off mode due to concerns over US's fiscal stability. Banks, R/E, consumer disc and home builders fall. Infineon's NVDA...

Andrew Jackson

Japan Morning Connection: Markets Uncertain to Start the Week After Moody's US Downgrade

Quantum computing names up after positive news from QUBT. Short squeeze for JP retailers after social media post about activist involvement. Recent...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Markets Seeing Iran's Potential Demise as Fuel to Risk-On Fire

Japan SPE underperformers may catch a bid. Estee Lauder's jump up has positive implications for Japan's Shiseido and Kose.

Andrew Jackson

Japan Morning Connection: Rumors Micron May Lift DDR4 Prices Lifts Sentiment for All Things Memory

​Broadcom rebounds after earnings driven weakness. Quantum names up after positive comments from Jensen Huang. Nintendo's record sales fail to...

Andrew Jackson

Japan Morning Connection: Markets Rising from Morning Lows on Expectations for a Trump-Xi Call

​Applied Digital secures big data center order, setting a good tone for AI and SPE. Chinese SiC capacity increase adds pressure for Rohm. Potential...

Andrew Jackson

Japan Morning Connection: Markets Creaking Under the Weight of Poor Demand for US Bonds

​Investors shift to risk-off mode due to concerns over US's fiscal stability. Banks, R/E, consumer disc and home builders fall. Infineon's NVDA...

Andrew Jackson

Japan Morning Connection: Markets Uncertain to Start the Week After Moody's US Downgrade

Quantum computing names up after positive news from QUBT. Short squeeze for JP retailers after social media post about activist involvement. Recent...

Andrew Jackson

Broadcom rebounds after earnings driven weakness. Quantum names up after positive comments from Jensen Huang. Nintendo's record sales fail to...

Applied Digital secures big data center order, setting a good tone for AI and SPE. Chinese SiC capacity increase adds pressure for Rohm. Potential...

Investors shift to risk-off mode due to concerns over US's fiscal stability. Banks, R/E, consumer disc and home builders fall. Infineon's NVDA...