Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Huge losses for tech/AI/banks in the biggest selloff since Covid.</li>
<li>Intel gaining after reports it has agreed to a JV with TSMC for their Fab business.</li>
<li>Sec. of State Rubio pushing EU leaders to shoulder a higher defence burden; European plays higher.</li>
</ul>


Huge losses for tech/AI/banks in the biggest selloff since Covid.
Intel gaining after reports it has agreed to a JV with TSMC for their Fab business.
Sec. of State Rubio pushing EU leaders to shoulder a higher defence burden; European plays higher.


Japan Morning Connection: Rough Start with US Meltdown but Trump Showing Willingness to Negotiate

<ul>
<li>Yesterday's tech gains failing to hold setting a muted tone to start for JP peers.</li>
<li>Softbank's $7bn data center buildout with Open AI may need 100,000 GPU's.</li>
<li>Kose upgrade + Ulta Beauty better than expected after market numbers points to upside off lows.</li>
</ul>


Yesterday's tech gains failing to hold setting a muted tone to start for JP peers.
Softbank's $7bn data center buildout with Open AI may need 100,000 GPU's.
Kose upgrade + Ulta Beauty better than expected after market numbers points to upside off lows.


Japan Morning Connection: Tariff War Escalation Zaps Yesterdays Growth Rebound

<ul>
<li>New CEO positive for Intel plays such as Ibiden. SPE favourites to rally off lows.</li>
<li>Apple and related suppliers failing to catch a bid with analysts bearish over AI delay.</li>
<li>Sandisk down but Micron up...still room for NAND plays to run on price hike expectations?</li>
</ul>


New CEO positive for Intel plays such as Ibiden. SPE favourites to rally off lows.
Apple and related suppliers failing to catch a bid with analysts bearish over AI delay.
Sandisk down but Micron up...still room for NAND plays to run on price hike expectations?


Japan Morning Connection: Relief Rally for Tech and High-Beta Laggards After Macro Data

<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>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

Lasertec Corporation develops, designs, manufactures and markets photomask inspection systems to make semiconductor devices, confocal scanning laser microscopes and liquid crystal display (LCD) inspection systems.

Price Gauge
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Lasertec Corp (6920 JP)

Japan Morning Connection: Rough Start with US Meltdown but Trump Showing Willingness to Negotiate

Tech/AI/banks suffer big losses in selloff, Intel gains on agreement with TSMC, Secretary of State Rubio urges EU to increase defense spending.

Andrew Jackson

Japan Morning Connection: Tariff War Escalation Zaps Yesterdays Growth Rebound

Tech gains falter, Softbank may see a lift on news of data center project with Open AI, Ulta Beauty exceed expectations, setting a positive tone...

Andrew Jackson

Japan Morning Connection: Relief Rally for Tech and High-Beta Laggards After Macro Data

New Intel CEO a positive for related plays such as Ibiden. Apple struggles with AI delay. NAND plays may still have room to run on price hike...

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: 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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Rough Start with US Meltdown but Trump Showing Willingness to Negotiate

​Tech/AI/banks suffer big losses in selloff, Intel gains on agreement with TSMC, Secretary of State Rubio urges EU to increase defense spending.

Andrew Jackson

Japan Morning Connection: Tariff War Escalation Zaps Yesterdays Growth Rebound

​Tech gains falter, Softbank may see a lift on news of data center project with Open AI, Ulta Beauty exceed expectations, setting a positive tone...

Andrew Jackson

Japan Morning Connection: Relief Rally for Tech and High-Beta Laggards After Macro Data

​New Intel CEO a positive for related plays such as Ibiden. Apple struggles with AI delay. NAND plays may still have room to run on price hike...

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: 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

Tech/AI/banks suffer big losses in selloff, Intel gains on agreement with TSMC, Secretary of State Rubio urges EU to increase defense spending.

Tech gains falter, Softbank may see a lift on news of data center project with Open AI, Ulta Beauty exceed expectations, setting a positive tone...

New Intel CEO a positive for related plays such as Ibiden. Apple struggles with AI delay. NAND plays may still have room to run on price hike...

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...