Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Great numbers from Advantest, Teradyne, Seagate and SK Hynix set to send AI related surging.</li>
<li>Jensen Huang spreads NVDA's net wider while dispelling concerns of a bubble.</li>
<li>Qorvo-Skyworks merger could tighten the competitive market for the likes of Murata.</li>
</ul>


Great numbers from Advantest, Teradyne, Seagate and SK Hynix set to send AI related surging.
Jensen Huang spreads NVDA's net wider while dispelling concerns of a bubble.
Qorvo-Skyworks merger could tighten the competitive market for the likes of Murata.


Japan Morning Connection: A Sea of Knockout Earnings Set to Send Tech and AI Surging

<ul>
<li>Lam Research beat, but with 43% of revs still coming from China the market reaction is muted.</li>
<li>Japan's newly minted PM calls for defence spending 2-years ahead of schedule.</li>
<li>Samsung and S&amp;S Tech filing patents for EUV mask blanks the end for Hoya?</li>
</ul>


Lam Research beat, but with 43% of revs still coming from China the market reaction is muted.
Japan's newly minted PM calls for defence spending 2-years ahead of schedule.
Samsung and S&amp;S Tech filing patents for EUV mask blanks the end for Hoya?


Japan Morning Connection: Tesla Front Loading and IBM's Red Hat Failing to Impress Markets

<ul>
<li>Opposition coalition forming against Takaichi, but unlikely to succeed given vast policy differences</li>
<li>Samsung big beat this morning shows the memory super cycle may be a real thing</li>
<li>Softbank to surge with ARM architecture used in latest Broadcom/NVDA multi-year deal for ASIC</li>
</ul>


Opposition coalition forming against Takaichi, but unlikely to succeed given vast policy differences
Samsung big beat this morning shows the memory super cycle may be a real thing
Softbank to surge with ARM architecture used in latest Broadcom/NVDA multi-year deal for ASIC


Japan Morning Connection: Tech Dip Buying Likely After Wobble from Takaichi Political Challenge

<ul>
<li>Memory and specifically DRAM and NAND surges as memory makers delay enterprise pricing guidance as supply/demand imbalance grows.</li>
<li>As AMD-Samsung vs NVDA-SK Hynix alliances form, Micronics should be the big winner.</li>
<li>Factory automatic and robotics stocks the next AI winners? Masa thinks so.</li>
</ul>


Memory and specifically DRAM and NAND surges as memory makers delay enterprise pricing guidance as supply/demand imbalance grows.
As AMD-Samsung vs NVDA-SK Hynix alliances form, Micronics should be the big winner.
Factory automatic and robotics stocks the next AI winners? Masa thinks so.


Japan Morning Connection: US Govt Rumored to Be Looking at Taking Stake in Wolfspeed

<ul>
<li>Open AI at $500bn sends the whole AI edifice surging once again.</li>
<li>Siltronic's jumped 12% in EU and the outlook for the likes of Sumco and Shin Estu remains very positive.</li>
<li>Market see record deliveries for Tesla more as front-loading than an increase in overall demand, but robots likely to keep turning heads.</li>
</ul>


Open AI at $500bn sends the whole AI edifice surging once again.
Siltronic's jumped 12% in EU and the outlook for the likes of Sumco and Shin Estu remains very positive.
Market see record deliveries for Tesla more as front-loading than an increase in overall demand, but robots likely to keep turning heads.


Japan Morning Connection: AMAT Expecting Hit from China Export Restrictions May Take Shine off SPE

Japan

MICRONICS JAPAN CO., LTD. designs, manufactures, and markets probe cards, which are used to inspect semiconductors and integrated circuits (ICs).  The Company also makes wafer probers, probe card testers, IC handlers, and inspection devices used for liquid crystal display (LCD) manufacturing.

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Micronics Japan (6871 JP)

Japan Morning Connection: A Sea of Knockout Earnings Set to Send Tech and AI Surging

Teradyne's 3Q numbers set a strong tone for the testing market. Skyworks and Qorvo merging may be a negative for Murata which will have to compete...

Andrew Jackson

Japan Morning Connection: Tesla Front Loading and IBM's Red Hat Failing to Impress Markets

Foreign Minister Moteigi's comments may lift drone companies. IBM falling after earnings may dent sentiment for the likes of Fujitsu and NEC.

Andrew Jackson

Japan Morning Connection: Tech Dip Buying Likely After Wobble from Takaichi Political Challenge

Softbank may see upside from US Quantum Computing surge. Tesla scaling back production plans for Optimus may cause some pullback in Harmonic Drive....

Andrew Jackson

Japan Morning Connection: US Govt Rumored to Be Looking at Taking Stake in Wolfspeed

Tech and AI bounce back after pullback the day before, flash/NAND related especially strong. WOLF a potential target for the US Government to take...

Andrew Jackson

Japan Morning Connection: AMAT Expecting Hit from China Export Restrictions May Take Shine off SPE

AMAT expecting a $710m hit to its revenue from new US export restrictions which may dampen Japan SPE somewhat. Expect another jump higher for...

Andrew Jackson

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