Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Disco, Lasertec and Advantest all trading below recent highs despite reporting this season but set to close the gap on positive news.</li>
<li>Softbank -4.5% Friday but looks attractive after reducing its margin loan from $10bn to $6bn easing overextension concerns.</li>
<li>QD Laser +23% on Friday, a positive for Samco Inc, Seikoh Giken and Santec Corp also on this theme.</li>
</ul>


Disco, Lasertec and Advantest all trading below recent highs despite reporting this season but set to close the gap on positive news.
Softbank -4.5% Friday but looks attractive after reducing its margin loan from $10bn to $6bn easing overextension concerns.
QD Laser +23% on Friday, a positive for Samco Inc, Seikoh Giken and Santec Corp also on this theme.


Japan Morning Connection: Sumco Surges on AI Wafer Demand and SPE Laggards Set for a Rebound

<ul>
<li>Seagate +11% after numbers beat setting off a broader rally, with Kioxia set to follow.</li>
<li>Intel managed another 12.1% gain, positive for Ibiden, Lasertec, Tokyo Electron as well as the whole SPE ecosystem.</li>
<li>NXP's rally helped pull the power-semi’s higher, a very good read for Fuji Electric, ROHM, and Renesas Electronics.</li>
</ul>


Seagate +11% after numbers beat setting off a broader rally, with Kioxia set to follow.
Intel managed another 12.1% gain, positive for Ibiden, Lasertec, Tokyo Electron as well as the whole SPE ecosystem.
NXP's rally helped pull the power-semi’s higher, a very good read for Fuji Electric, ROHM, and Renesas Electronics.


Japan Morning Connection: Big Tech Blowouts to Overshadow Yesterday's Weakness

<ul>
<li>TEL, Screen and Kokusai with high China exposure set to underperform with prospect of MATCH act resulting in export curbs.</li>
<li>Tesla adopting Intel's 14A production tech as a cornerstone client a positive read for Lasertec, Ibiden and TEL.</li>
<li>Texas Instruments beat with strong guidance, a great read for Fuji Electric, Rohm and Renesas.</li>
</ul>


TEL, Screen and Kokusai with high China exposure set to underperform with prospect of MATCH act resulting in export curbs.
Tesla adopting Intel's 14A production tech as a cornerstone client a positive read for Lasertec, Ibiden and TEL.
Texas Instruments beat with strong guidance, a great read for Fuji Electric, Rohm and Renesas.


Japan Morning Connection: Memory Names Hit New Highs but MATCH Act Threatens SPE

<ul>
<li>Comments on Intel's growth a positive read for Lasertec, TEL and Screen.</li>
<li>Power semis surge on TXN upgrade with analyst expecting 10% price hikes in China. Fuji Electric, Renesas and Sanken set to follow.</li>
<li>Aehr Test lands another hyperscaler order setting a positive tone for Micronics, Teraprobe and Advantest at the open.</li>
</ul>


Comments on Intel's growth a positive read for Lasertec, TEL and Screen.
Power semis surge on TXN upgrade with analyst expecting 10% price hikes in China. Fuji Electric, Renesas and Sanken set to follow.
Aehr Test lands another hyperscaler order setting a positive tone for Micronics, Teraprobe and Advantest at the open.


Japan Morning Connection: Broad Based Tech Rally Set to Lift Chips, Lasers, Memory and Power Semis

<ul>
<li>Watch Fujitsu, NEC and OBIC as software likely catches a defensive bid.</li>
<li>Keep an eye on Japan's laser and photonic mid-caps for a lower entry today as markets correct.</li>
<li>Kioxia rose an eye watering +38% over last week so likely to see profit taking creep in for this.</li>
</ul>


Watch Fujitsu, NEC and OBIC as software likely catches a defensive bid.
Keep an eye on Japan's laser and photonic mid-caps for a lower entry today as markets correct.
Kioxia rose an eye watering +38% over last week so likely to see profit taking creep in for this.


Japan Morning Connection: Last Week's Big Winners Face Profit Taking as Iran Talks Fail

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: Sumco Surges on AI Wafer Demand and SPE Laggards Set for a Rebound

Intel's Apple deal and Micron's structural shift drive gains, a positive for Japan's SPE laggards Disco, Lasertec and Advantest now set to close...

Andrew Jackson

Japan Morning Connection: Big Tech Blowouts to Overshadow Yesterday's Weakness

Big tech blowouts set to wash away yesterday's pain with storage, semiconductor and multi-layer ceramic capacitor names all set for a strong open.

Andrew Jackson

Japan Morning Connection: Memory Names Hit New Highs but MATCH Act Threatens SPE

Kioxia set to follow as memory surges. MATCH act casts a shadow over SPE with high China exposure. Texas Instruments beat points to upside for Fuji...

Andrew Jackson

Japan Morning Connection: Broad Based Tech Rally Set to Lift Chips, Lasers, Memory and Power Semis

Aehr Test lands another hyperscaler order setting a positive tone for testing names. Power semi price hikes point to upside for Fuji Electric and...

Andrew Jackson

Japan Morning Connection: Last Week's Big Winners Face Profit Taking as Iran Talks Fail

Kioxia +38% and Rorze +47% last week with profit taking likely today along with Lasertec and Kokusai after their explosive gains.

Andrew Jackson

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