Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Hydrocarbon related names traded well with Trump set to remove limits on carbon and mercury emissions...watch MHI, Yokogawa and Chiyoda.</li>
<li>Intel +7.8% may help Ibiden, Micron +2.9% positive for Micronics, while semi-cap and power-semi's continued to move up.</li>
<li>Lock-Up expiry for Kioxia fast approaching could see shorts increase in a Kokusai Elec type situation.</li>
</ul>


Hydrocarbon related names traded well with Trump set to remove limits on carbon and mercury emissions...watch MHI, Yokogawa and Chiyoda.
Intel +7.8% may help Ibiden, Micron +2.9% positive for Micronics, while semi-cap and power-semi's continued to move up.
Lock-Up expiry for Kioxia fast approaching could see shorts increase in a Kokusai Elec type situation.


Japan Morning Connection: Trump Signals End to Biden Greenhouse Gas Emission Restrictions

<ul>
<li>Semi's and cons disc leading way higher, Japan set for strong start.</li>
<li>Apple breaking downtrend on news its releasing a new game center to better compete against consoles.</li>
<li>Nuclear names surging again which sets a continued positive tone for heavies and related.</li>
</ul>


Semi's and cons disc leading way higher, Japan set for strong start.
Apple breaking downtrend on news its releasing a new game center to better compete against consoles.
Nuclear names surging again which sets a continued positive tone for heavies and related.


Japan Morning Connection: Risk-On with Investors Liking Optimistic Tone from EU-US Talks

<ul>
<li>Quantum names in play still with D-Wave now 155% MTD should help Socionext as well as upgrade.</li>
<li>Wolfspeed bankruptcy may be initially negative but ultimately positive for Renesas.</li>
<li>SK Hynix reportedly getting the contract to supply NAND for Nintendo Swicth2.</li>
</ul>


Quantum names in play still with D-Wave now 155% MTD should help Socionext as well as upgrade.
Wolfspeed bankruptcy may be initially negative but ultimately positive for Renesas.
SK Hynix reportedly getting the contract to supply NAND for Nintendo Swicth2.


Japan Morning Connection: Musk Planning an XAI 1-Million GPU AI-Factory May Lift Tech to Start

<ul>
<li>Positive US-China talks and the de-escalation of tariffs signal a major softening by both sides.</li>
<li>Expect momentum favourites to continue climbing as risk-on greenlights CTA factor buying.</li>
<li>US Pharma rebounded with Trump executive order seen as toothless and vague.</li>
</ul>


Positive US-China talks and the de-escalation of tariffs signal a major softening by both sides.
Expect momentum favourites to continue climbing as risk-on greenlights CTA factor buying.
US Pharma rebounded with Trump executive order seen as toothless and vague.


Japan Morning Connection: Japan Tech and SPE to Continue Higher with Nasdaq100 Back in a Bull Mkt

<ul>
<li>Power/Analog semi names were buoyed by Microchip Tech comments for a downcycle inflection.</li>
<li>JP Heavies MHI and KHI both failed to impress on Friday, but MHI may see interest on news for possible jet export.</li>
<li>Trump looking to cut pharma costs by 30-80% will add to the uncertainty for JP pharma with high medicare and medicaid exposure.</li>
</ul>


Power/Analog semi names were buoyed by Microchip Tech comments for a downcycle inflection.
JP Heavies MHI and KHI both failed to impress on Friday, but MHI may see interest on news for possible jet export.
Trump looking to cut pharma costs by 30-80% will add to the uncertainty for JP pharma with high medicare and medicaid exposure.


Japan Morning Connection: US-China Talks End on Positive Note Adding to the Bullish Tone to Start

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: Trump Signals End to Biden Greenhouse Gas Emission Restrictions

Fossil fuel related names lead the way higher as restrictions on toxic gas emissions are rolled back. Hydrocarbon names also benefit.

Andrew Jackson

Japan Morning Connection: Risk-On with Investors Liking Optimistic Tone from EU-US Talks

May be a lift for names in Japan with high EU exposures. EU defence spending increasing sentiment for anything related to nuclear plant...

Andrew Jackson

Japan Morning Connection: Musk Planning an XAI 1-Million GPU AI-Factory May Lift Tech to Start

D-Wave's quantum success should benefit Socionext. Could be an opportunity to buy Renesas amidst Wolfspeed bankruptcy. SK Hynix allegedly to...

Andrew Jackson

Japan Morning Connection: Japan Tech and SPE to Continue Higher with Nasdaq100 Back in a Bull Mkt

US-China trade tensions ease as tariffs are de-escalated, resulting in risk-on buying across sectors. Should see improved sentiment for Japan...

Andrew Jackson

Japan Morning Connection: US-China Talks End on Positive Note Adding to the Bullish Tone to Start

Tech names outperformed the market led by analog/MPU/power semiconductor manufacturer Microchip Technology. Uncertainty for JP Pharma as Trump...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Trump Signals End to Biden Greenhouse Gas Emission Restrictions

Fossil fuel related names lead the way higher as restrictions on toxic gas emissions are rolled back. Hydrocarbon names also benefit.

Andrew Jackson

Japan Morning Connection: Risk-On with Investors Liking Optimistic Tone from EU-US Talks

May be a lift for names in Japan with high EU exposures. EU defence spending increasing sentiment for anything related to nuclear plant...

Andrew Jackson

Japan Morning Connection: Musk Planning an XAI 1-Million GPU AI-Factory May Lift Tech to Start

​D-Wave's quantum success should benefit Socionext. Could be an opportunity to buy Renesas amidst Wolfspeed bankruptcy. SK Hynix allegedly to...

Andrew Jackson

Japan Morning Connection: Japan Tech and SPE to Continue Higher with Nasdaq100 Back in a Bull Mkt

​US-China trade tensions ease as tariffs are de-escalated, resulting in risk-on buying across sectors. Should see improved sentiment for Japan...

Andrew Jackson

Japan Morning Connection: US-China Talks End on Positive Note Adding to the Bullish Tone to Start

Tech names outperformed the market led by analog/MPU/power semiconductor manufacturer Microchip Technology. Uncertainty for JP Pharma as Trump...

Andrew Jackson

D-Wave's quantum success should benefit Socionext. Could be an opportunity to buy Renesas amidst Wolfspeed bankruptcy. SK Hynix allegedly to...

US-China trade tensions ease as tariffs are de-escalated, resulting in risk-on buying across sectors. Should see improved sentiment for Japan...