Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<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

<ul>
<li>Jensen in the White House did little to help NVDA on the spectre of further restrictions.</li>
<li>NEC +18% in one of its biggest moves ever on Friday as defense takes a bigger role.</li>
<li>Screen and Lasertec both reported earnings beats but its a mixed bag for both under the hood.</li>
</ul>


Jensen in the White House did little to help NVDA on the spectre of further restrictions.
NEC +18% in one of its biggest moves ever on Friday as defense takes a bigger role.
Screen and Lasertec both reported earnings beats but its a mixed bag for both under the hood.


Japan Morning Connection: Trump Tariffs Set to Roil Markets to Start the Week

<ul>
<li>Lam Research and KLA carrying on from ASML beat earlier in the week: positive for JP SPE.</li>
<li>Intel trading better after hours with earnings not a horrible as feared may help JP suppliers.</li>
<li>IBM beat on its transition to services and AI offerings should help JP IT such as Fujitsu, as well as NEC and NRI who also reported yesterday.</li>
</ul>


Lam Research and KLA carrying on from ASML beat earlier in the week: positive for JP SPE.
Intel trading better after hours with earnings not a horrible as feared may help JP suppliers.
IBM beat on its transition to services and AI offerings should help JP IT such as Fujitsu, as well as NEC and NRI who also reported yesterday.


Japan Morning Connection: Semi Rebound with Good Earnings from Semi-Cap Majors

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.

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Lasertec Corp (6920 JP)

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

Japan Morning Connection: Trump Tariffs Set to Roil Markets to Start the Week

NVDA down as further tariff and export restrictions expected, NEC makes biggest move as defence comes into focus in JP, Screen and Lasertec beat...

Andrew Jackson

Japan Morning Connection: Semi Rebound with Good Earnings from Semi-Cap Majors

Positive earnings reports from Lam Research and KLA bode well for JP SPE. Intel earnings better than feared may help JP suppliers. IBM beat may...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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

Japan Morning Connection: Trump Tariffs Set to Roil Markets to Start the Week

NVDA down as further tariff and export restrictions expected, NEC makes biggest move as defence comes into focus in JP, Screen and Lasertec beat...

Andrew Jackson

Japan Morning Connection: Semi Rebound with Good Earnings from Semi-Cap Majors

​Positive earnings reports from Lam Research and KLA bode well for JP SPE. Intel earnings better than feared may help JP suppliers. IBM beat may...

Andrew Jackson

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...

Positive earnings reports from Lam Research and KLA bode well for JP SPE. Intel earnings better than feared may help JP suppliers. IBM beat may...