Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<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

<ul>
<li>Expect a strong follow through from Japan's SPE despite a rare outperformance last week</li>
<li>Laggards such as TEL, Screen and Micronics may be targets.  </li>
<li>Many mainstay EU defence names surged to new highs; expect heavies and JSW upside</li>
</ul>


Expect a strong follow through from Japan's SPE despite a rare outperformance last week
Laggards such as TEL, Screen and Micronics may be targets.  
Many mainstay EU defence names surged to new highs; expect heavies and JSW upside


Japan Morning Connection: Solid Tech Rebound Ahead of the NVDA Developers Conference This Week

<ul>
<li>Risk-On names leading gainers in tech, while consumer disc weak after poor airlines and retailer guidance.</li>
<li>More outlets reporting on NAND hikes are on the way...look for upside for Kioxia and Kokusai Electric.</li>
<li>Puma -10.7% and a weak consumer outlook enough to take the shine off Asics?</li>
</ul>


Risk-On names leading gainers in tech, while consumer disc weak after poor airlines and retailer guidance.
More outlets reporting on NAND hikes are on the way...look for upside for Kioxia and Kokusai Electric.
Puma -10.7% and a weak consumer outlook enough to take the shine off Asics?


Japan Morning Connection: US Respite and UKR News Should Be Enough for JP Upside

<ul>
<li>Japan's SPE rebound yesterday led by Lasertec -10% may be short lived.</li>
<li>However, NVDA's week-long developers conference from Monday may act as dip buying catalyst.</li>
<li>Still room for EU related plays to gain with many related names inherently defensive.</li>
</ul>


Japan's SPE rebound yesterday led by Lasertec -10% may be short lived.
However, NVDA's week-long developers conference from Monday may act as dip buying catalyst.
Still room for EU related plays to gain with many related names inherently defensive.


Japan Morning Connection: Bloodbath for Tech and Continued Pivot from Growth to Value

<ul>
<li>Sandisk +9.7% on reports it will be hiking NAND prices by 10% in April. More to go for Kioxia and Kokusai Electric?</li>
<li>Allegro running out of oomph but I would keep adding Sanken despite the jump.</li>
<li>Nintendo -9.2% Friday on tariff concerns excessive ahead of upcoming Switch2 announcement in April.</li>
</ul>


Sandisk +9.7% on reports it will be hiking NAND prices by 10% in April. More to go for Kioxia and Kokusai Electric?
Allegro running out of oomph but I would keep adding Sanken despite the jump.
Nintendo -9.2% Friday on tariff concerns excessive ahead of upcoming Switch2 announcement in April.


Japan Morning Connection: US Dip Buying for Tech Should See Dip Buying in Japan to Start.

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 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

Japan Morning Connection: Solid Tech Rebound Ahead of the NVDA Developers Conference This Week

Japan's SPE likely to continue strong performance, with potential targets in laggards like TEL, Screen, and Micronics. EU defense stocks have been...

Andrew Jackson

Japan Morning Connection: US Respite and UKR News Should Be Enough for JP Upside

Consumer discretionary struggling due to poor guidance from airlines and retailers. NAND price hikes expected to benefit Kioxia and Kokusai Electric.

Andrew Jackson

Japan Morning Connection: Bloodbath for Tech and Continued Pivot from Growth to Value

Japan's SPE rebound may be short-lived, but NVDA's conference could boost AI related names. EU-related plays still have room to gain with pivot...

Andrew Jackson

Japan Morning Connection: US Dip Buying for Tech Should See Dip Buying in Japan to Start.

Sandisk report on hiked NAND prices may cause peers Kioxia and Kokusai Elec to rally. Nintendo drops on excessive tarrif concerns. Sanken may have...

Andrew Jackson

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52-week Range

Market Cap (USDm)

P/E

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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

Japan Morning Connection: Solid Tech Rebound Ahead of the NVDA Developers Conference This Week

​Japan's SPE likely to continue strong performance, with potential targets in laggards like TEL, Screen, and Micronics. EU defense stocks have been...

Andrew Jackson

Japan Morning Connection: US Respite and UKR News Should Be Enough for JP Upside

Consumer discretionary struggling due to poor guidance from airlines and retailers. NAND price hikes expected to benefit Kioxia and Kokusai Electric.

Andrew Jackson

Japan Morning Connection: Bloodbath for Tech and Continued Pivot from Growth to Value

​Japan's SPE rebound may be short-lived, but NVDA's conference could boost AI related names. EU-related plays still have room to gain with pivot...

Andrew Jackson

Japan Morning Connection: US Dip Buying for Tech Should See Dip Buying in Japan to Start.

​Sandisk report on hiked NAND prices may cause peers Kioxia and Kokusai Elec to rally. Nintendo drops on excessive tarrif concerns. Sanken may have...

Andrew Jackson

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...

Japan's SPE likely to continue strong performance, with potential targets in laggards like TEL, Screen, and Micronics. EU defense stocks have been...

Japan's SPE rebound may be short-lived, but NVDA's conference could boost AI related names. EU-related plays still have room to gain with pivot...

Sandisk report on hiked NAND prices may cause peers Kioxia and Kokusai Elec to rally. Nintendo drops on excessive tarrif concerns. Sanken may have...