Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Meta on a 20-day winning steak with humanoid robots into the mix.</li>
<li>Yakult's spike on Friday and subsequent drop may point to more upside given big shareholder returns.</li>
<li>Olympus facing a much harsher reality in China than management were initially suggesting.</li>
</ul>


Meta on a 20-day winning steak with humanoid robots into the mix.
Yakult's spike on Friday and subsequent drop may point to more upside given big shareholder returns.
Olympus facing a much harsher reality in China than management were initially suggesting.


Japan Morning Connection: AMAT Pricing in Friday Sets Soft Tone for JP SPE

<ul>
<li>SMCI and server cooling names higher on Blackwell rack announcement.</li>
<li>Pple suppliers Cirrus and Broadcom up in regular trading but Skyworks -23% and Qualcomm -4% after hours.</li>
<li>Signs that Minebea Mitsumi may be finally reaching a bottom? </li>
</ul>


SMCI and server cooling names higher on Blackwell rack announcement.
Pple suppliers Cirrus and Broadcom up in regular trading but Skyworks -23% and Qualcomm -4% after hours.
Signs that Minebea Mitsumi may be finally reaching a bottom? 


Japan Morning Connection: Tech Rebound Shine May Be Tarnished by Apple Suppliers After Market

<ul>
<li>Big gains in the US semi and DC related should translate into continued upside in Japan despite some BIG gains yesterday.</li>
<li>Wire and cable plays are all surging, yet the smaller side of the sector underperforms. Nidec good risk/reward into numbers.</li>
<li>HAMR rollout helping Seagate higher should also help memory/HDD component plays.</li>
</ul>


Big gains in the US semi and DC related should translate into continued upside in Japan despite some BIG gains yesterday.
Wire and cable plays are all surging, yet the smaller side of the sector underperforms. Nidec good risk/reward into numbers.
HAMR rollout helping Seagate higher should also help memory/HDD component plays.


Japan Morning Connection: AI Binge Buying Should Continue in Japan

<ul>
<li>Japan saw big gains for SPE in the last 15 mins of trading on the TSMC capex outlook which should continue today.</li>
<li>Luxury names got a shot in the arm from Richemont numbers overnight so likes of Shiseido and Kose  may see a knee jerk higher.</li>
<li>Nintendo looks to have largely priced in the Switch 2, but upside remains for component makers.</li>
</ul>


Japan saw big gains for SPE in the last 15 mins of trading on the TSMC capex outlook which should continue today.
Luxury names got a shot in the arm from Richemont numbers overnight so likes of Shiseido and Kose  may see a knee jerk higher.
Nintendo looks to have largely priced in the Switch 2, but upside remains for component makers.


Japan Morning Connection: US Semi-Capex Names Higher on TSMC Numbers...more for JP Also?

<ul>
<li>Microchip setting a downbeat tone for power and auto semi related.</li>
<li>Big gains for JP SPE yesterday on China news may be set to continue.</li>
<li>Seagate delaying some HDD production, although HAMR is progressing as planned.</li>
</ul>


Microchip setting a downbeat tone for power and auto semi related.
Big gains for JP SPE yesterday on China news may be set to continue.
Seagate delaying some HDD production, although HAMR is progressing as planned.


Japan Morning Connection: Nuclear News from Meta May Help Kansai After Settlement Day Selloff

Japan

Minebea Mitsumi manufactures and markets miniature and instrument ball bearings.  The Company also makes DC motors, servo motors, stepping motors, spindle motors, pivot assemblies, rod-end and spherical bearings, fasteners, and computer keyboards. Minebea Mitsumi has production facilities in Thailand and Singapore.

Price Gauge
52-week Range	0.00 - 0.00
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Minebea Mitsumi (6479 JP)

Japan Morning Connection: AMAT Pricing in Friday Sets Soft Tone for JP SPE

Meta continues winning streak with announcment of AI humanoid robots, Yakult's might have room for upside, and Olympus faces a harsher reality in...

Andrew Jackson

Japan Morning Connection: Tech Rebound Shine May Be Tarnished by Apple Suppliers After Market

Blackwell's rack announcement boosts SMCI and server cooling names, Apple suppliers Cirrus and Broadcom up but Skyworks and Qualcomm drop after...

Andrew Jackson

Japan Morning Connection: AI Binge Buying Should Continue in Japan

US gains in semiconductor and DC related should drive continued upside in Japan. Surges in wire and cable plays. HAMR rollout should boost memory...

Andrew Jackson

Japan Morning Connection: US Semi-Capex Names Higher on TSMC Numbers...more for JP Also?

Gains due to positive outlook from TSMC should continue today, Richemont numbers may see Shiseido and Kose higher, component makers for Nintendo...

Andrew Jackson

Japan Morning Connection: Nuclear News from Meta May Help Kansai After Settlement Day Selloff

Microchip setting downbeat tone for power/auto semi related. JP SPE may continue to see gains. Seagate delaying some HDD production but HAMAR...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: AMAT Pricing in Friday Sets Soft Tone for JP SPE

​Meta continues winning streak with announcment of AI humanoid robots, Yakult's might have room for upside, and Olympus faces a harsher reality in...

Andrew Jackson

Japan Morning Connection: Tech Rebound Shine May Be Tarnished by Apple Suppliers After Market

​Blackwell's rack announcement boosts SMCI and server cooling names, Apple suppliers Cirrus and Broadcom up but Skyworks and Qualcomm drop after...

Andrew Jackson

Japan Morning Connection: AI Binge Buying Should Continue in Japan

US gains in semiconductor and DC related should drive continued upside in Japan. Surges in wire and cable plays. HAMR rollout should boost memory...

Andrew Jackson

Japan Morning Connection: US Semi-Capex Names Higher on TSMC Numbers...more for JP Also?

Gains due to positive outlook from TSMC should continue today, Richemont numbers may see Shiseido and Kose higher, component makers for Nintendo...

Andrew Jackson

Japan Morning Connection: Nuclear News from Meta May Help Kansai After Settlement Day Selloff

​Microchip setting downbeat tone for power/auto semi related. JP SPE may continue to see gains. Seagate delaying some HDD production but HAMAR...

Andrew Jackson

Meta continues winning streak with announcment of AI humanoid robots, Yakult's might have room for upside, and Olympus faces a harsher reality in...

Blackwell's rack announcement boosts SMCI and server cooling names, Apple suppliers Cirrus and Broadcom up but Skyworks and Qualcomm drop after...

Microchip setting downbeat tone for power/auto semi related. JP SPE may continue to see gains. Seagate delaying some HDD production but HAMAR...