Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>TSMC higher on news from the day before it is investing heavily in US fab capacity.</li>
<li>Continental AG -11.6% after earnings miss sets a poor tone for JP tire makers Bridgestone, Toyo, Yokohama and Sumitomo.</li>
<li>All eyes on Trumps speech to congress this morning, although markets should be firm off the open.</li>
</ul>


TSMC higher on news from the day before it is investing heavily in US fab capacity.
Continental AG -11.6% after earnings miss sets a poor tone for JP tire makers Bridgestone, Toyo, Yokohama and Sumitomo.
All eyes on Trumps speech to congress this morning, although markets should be firm off the open.


Japan Morning Connection: Volatile Session but Pointing Higher on Potential for a Tariff Flip-Flop

<ul>
<li>Tech rebound into NVDA print, which came in slightly ahead of estimates. Server related up on SMCI gains.</li>
<li>Expect this to be enough to spark dip buying for Japan SPE plays such as TEL, Disco, as well as likes of Fujikura and MHI.</li>
<li>Hoya has bottomed in the last 2-days and looks primed for more upside after excessive weakness.</li>
</ul>


Tech rebound into NVDA print, which came in slightly ahead of estimates. Server related up on SMCI gains.
Expect this to be enough to spark dip buying for Japan SPE plays such as TEL, Disco, as well as likes of Fujikura and MHI.
Hoya has bottomed in the last 2-days and looks primed for more upside after excessive weakness.


Japan Morning Connection: NVDA Results Enough to Quell Concerns over AI Slowdown

<ul>
<li>Wild ride for Kokusai Electric yesterday on US/China announcement, although the squeeze should continue.</li>
<li>SMCI +25% in after market trading enough to finally get Nidec up?</li>
<li>Yields down, Homebuilders up, but Tesla hammered after Musk's clumsy foray into EU/UK politics.</li>
</ul>


Wild ride for Kokusai Electric yesterday on US/China announcement, although the squeeze should continue.
SMCI +25% in after market trading enough to finally get Nidec up?
Yields down, Homebuilders up, but Tesla hammered after Musk's clumsy foray into EU/UK politics.


Japan Morning Connection: Tech Rout Deepens, but JP May Be Largely Priced In

<ul>
<li>Japan defence may be buoyed by comments from Frances Macron that spending needs to rise.</li>
<li>Wild ride for Kokusai Electric continues as outstanding short interest jumps 46% over the last week.</li>
<li>Kura Sushi bringing back free meals - limit up yesterday, but with a big SI will there be more today?</li>
</ul>


Japan defence may be buoyed by comments from Frances Macron that spending needs to rise.
Wild ride for Kokusai Electric continues as outstanding short interest jumps 46% over the last week.
Kura Sushi bringing back free meals - limit up yesterday, but with a big SI will there be more today?


Japan Morning Connection: Walmart Results Raising Questions over the Overall Economy

<ul>
<li>INTC +16% on the potential for a breakup should see TEL, Lasertec and Ibiden higher.</li>
<li>Micron's new SSD' offering helping memory plays up, possibly lifting Micronics even more.</li>
<li>Kokusai Electric's short interest continues to grow despite the on going squeeze...now &gt;10 dtc.</li>
</ul>


INTC +16% on the potential for a breakup should see TEL, Lasertec and Ibiden higher.
Micron's new SSD' offering helping memory plays up, possibly lifting Micronics even more.
Kokusai Electric's short interest continues to grow despite the on going squeeze...now &gt;10 dtc.


Japan Morning Connection: SPX at the ATH's and Semi-Cap Plays Looking Strong 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: Volatile Session but Pointing Higher on Potential for a Tariff Flip-Flop

TSMC rises on news of investment in US fab capacity, Continental AG drops after earnings miss sets poor tone for JP tire makers.

Andrew Jackson

Japan Morning Connection: NVDA Results Enough to Quell Concerns over AI Slowdown

Tech rebound into NVDA print slightly ahead of estimates may spark dip buying for Japan SPE. Hoya has bottomed in the last 2 days but looks primed...

Andrew Jackson

Japan Morning Connection: Tech Rout Deepens, but JP May Be Largely Priced In

Kokusai Electric squeeze looks to continue. Will SMCI +25% finally help lift Nidec? Tesla suffers from Musk's involvement in EU politics.

Andrew Jackson

Japan Morning Connection: Walmart Results Raising Questions over the Overall Economy

Japan's defense may see a boost with Macron's call for increased spending. Kokusai Electric's short interest surges. Kura Sushi limit up yesterday...

Andrew Jackson

Japan Morning Connection: SPX at the ATH's and Semi-Cap Plays Looking Strong to Start

INTC +16% on potential for breakup should send JP suppliers higher, Micronics may get a further lift, Kokusai Electric short interest ontinues to...

Andrew Jackson

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Volatile Session but Pointing Higher on Potential for a Tariff Flip-Flop

​TSMC rises on news of investment in US fab capacity, Continental AG drops after earnings miss sets poor tone for JP tire makers.

Andrew Jackson

Japan Morning Connection: NVDA Results Enough to Quell Concerns over AI Slowdown

​Tech rebound into NVDA print slightly ahead of estimates may spark dip buying for Japan SPE. Hoya has bottomed in the last 2 days but looks primed...

Andrew Jackson

Japan Morning Connection: Tech Rout Deepens, but JP May Be Largely Priced In

Kokusai Electric squeeze looks to continue. Will SMCI +25% finally help lift Nidec? Tesla suffers from Musk's involvement in EU politics.

Andrew Jackson

Japan Morning Connection: Walmart Results Raising Questions over the Overall Economy

​Japan's defense may see a boost with Macron's call for increased spending. Kokusai Electric's short interest surges. Kura Sushi limit up yesterday...

Andrew Jackson

Japan Morning Connection: SPX at the ATH's and Semi-Cap Plays Looking Strong to Start

INTC +16% on potential for breakup should send JP suppliers higher, Micronics may get a further lift, Kokusai Electric short interest ontinues to...

Andrew Jackson

TSMC rises on news of investment in US fab capacity, Continental AG drops after earnings miss sets poor tone for JP tire makers.

Tech rebound into NVDA print slightly ahead of estimates may spark dip buying for Japan SPE. Hoya has bottomed in the last 2 days but looks primed...

Japan's defense may see a boost with Macron's call for increased spending. Kokusai Electric's short interest surges. Kura Sushi limit up yesterday...