Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Oversold tech/SPE/AI surging after Trump delayed reciprocal tariffs on all but China, with the SOX up the most of all time.</li>
<li>Expect similar moves with oversold tech beta likely to open &gt;+10%.</li>
<li>Banks and life insurance  should continue to fare well given the persistently high yields, and names with high export ratios to the US.</li>
</ul>


Oversold tech/SPE/AI surging after Trump delayed reciprocal tariffs on all but China, with the SOX up the most of all time.
Expect similar moves with oversold tech beta likely to open &gt;+10%.
Banks and life insurance  should continue to fare well given the persistently high yields, and names with high export ratios to the US.


Japan Morning Connection: Trump Pulls off One of the Greatest Ruses of All Time

<ul>
<li>The horse trading continues with Israel bowing to the US and bilateral talks with Japan set to commence imminently.</li>
<li>US shippers outperformed given lower oil despite an outlook for lower global trade overall.</li>
<li>Samsung numbers beating this morning on strong demand for the Galaxy S25 smartphones and DRAM.</li>
</ul>


The horse trading continues with Israel bowing to the US and bilateral talks with Japan set to commence imminently.
US shippers outperformed given lower oil despite an outlook for lower global trade overall.
Samsung numbers beating this morning on strong demand for the Galaxy S25 smartphones and DRAM.


Japan Morning Connection: US Relief Rally Sending JP Futures Sharply Higher

<ul>
<li>Big drops for futures and commodity markets to start the week, so expect heavy selling across the board to start.</li>
<li>Vietnam signalling willingness to cut US tariffs sending related footwear/clothing names who manufacture in country sharply higher.</li>
<li>Nintendo cancelling its US Switch2 pre-sales sending ADR's lower only to snap back as market remains bullish on new console.</li>
</ul>


Big drops for futures and commodity markets to start the week, so expect heavy selling across the board to start.
Vietnam signalling willingness to cut US tariffs sending related footwear/clothing names who manufacture in country sharply higher.
Nintendo cancelling its US Switch2 pre-sales sending ADR's lower only to snap back as market remains bullish on new console.


Japan Morning Connection: Trump Panic Tactic Working Hook, Line, and Sinker

<ul>
<li>Tesla surging on the prospect for auto tariffs and semi's up on the potential for leniency.</li>
<li>US homebuilder woes continue with KB homes reporting a miss after market.</li>
<li>Activist Elliott taking a stake in Sumitomo Reality may see holdings under pressure.</li>
</ul>


Tesla surging on the prospect for auto tariffs and semi's up on the potential for leniency.
US homebuilder woes continue with KB homes reporting a miss after market.
Activist Elliott taking a stake in Sumitomo Reality may see holdings under pressure.


Japan Morning Connection: Markets Swing Back to Risk on Potential for Watered Down Tariffs

<ul>
<li>AI back in focus with NVDA's Jensen set to deliver his keynote tomorrow.</li>
<li>Intel jumping with the new CEO looking to shake up its AI lineup and further trim the fat.</li>
<li>Buffet increasing stakes in the Trading Houses extremely well flagged so don't expect much surprise.</li>
</ul>


AI back in focus with NVDA's Jensen set to deliver his keynote tomorrow.
Intel jumping with the new CEO looking to shake up its AI lineup and further trim the fat.
Buffet increasing stakes in the Trading Houses extremely well flagged so don't expect much surprise.


Japan Morning Connection: Tech Shrugging off Megacap Weakness as Quantum Shines

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: Trump Pulls off One of the Greatest Ruses of All Time

Oversold Tech surging after delay on reciprocal tariffs, with SOX hitting record highs. Expect gains in oversold tech beta and strong performance...

Andrew Jackson

Japan Morning Connection: US Relief Rally Sending JP Futures Sharply Higher

Israel bows to US pressure, Japan to begin bilateral trade talks. US shippers despite global trade decline. Samsung numbers beat with Galaxy S25...

Andrew Jackson

Japan Morning Connection: Trump Panic Tactic Working Hook, Line, and Sinker

Futures and commodity markets drop, Vietnam related names up after they showed willingless to cut US tariffs, Nintendo cancels Switch2 pre-sales...

Andrew Jackson

Japan Morning Connection: Markets Swing Back to Risk on Potential for Watered Down Tariffs

Potential for tarrif leniency and news on Full Self Driving sent Tesla higher, US homebuilders continue to struggle, Elliott's stake led Sumitomo...

Andrew Jackson

Japan Morning Connection: Tech Shrugging off Megacap Weakness as Quantum Shines

AI is back in focus as NVDA GTC developers conference. Intel's new CEO aims to shake up its AI lineup. Buffet's increased stakes in Trading Houses...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Trump Pulls off One of the Greatest Ruses of All Time

Oversold ​Tech surging after delay on reciprocal tariffs, with SOX hitting record highs. Expect gains in oversold tech beta and strong performance...

Andrew Jackson

Japan Morning Connection: US Relief Rally Sending JP Futures Sharply Higher

Israel bows to US pressure, Japan to begin bilateral trade talks. US shippers despite global trade decline. Samsung numbers beat with Galaxy S25...

Andrew Jackson

Japan Morning Connection: Trump Panic Tactic Working Hook, Line, and Sinker

​Futures and commodity markets drop, Vietnam related names up after they showed willingless to cut US tariffs, Nintendo cancels Switch2 pre-sales...

Andrew Jackson

Japan Morning Connection: Markets Swing Back to Risk on Potential for Watered Down Tariffs

​Potential for tarrif leniency and news on Full Self Driving sent Tesla higher, US homebuilders continue to struggle, Elliott's stake led Sumitomo...

Andrew Jackson

Japan Morning Connection: Tech Shrugging off Megacap Weakness as Quantum Shines

​AI is back in focus as NVDA GTC developers conference. Intel's new CEO aims to shake up its AI lineup. Buffet's increased stakes in Trading Houses...

Andrew Jackson

Oversold Tech surging after delay on reciprocal tariffs, with SOX hitting record highs. Expect gains in oversold tech beta and strong performance...

Futures and commodity markets drop, Vietnam related names up after they showed willingless to cut US tariffs, Nintendo cancels Switch2 pre-sales...

Potential for tarrif leniency and news on Full Self Driving sent Tesla higher, US homebuilders continue to struggle, Elliott's stake led Sumitomo...

AI is back in focus as NVDA GTC developers conference. Intel's new CEO aims to shake up its AI lineup. Buffet's increased stakes in Trading Houses...