Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>EU defence names higher again, expect more upside for JP heavies after yesterdays lull.</li>
<li>Intel managed to eek out gains with the market still positive on streamlining.</li>
<li>BYD rapid charging adding to Tesla woes, downside pressure to build for Panasonic as restructuring allure fades.</li>
</ul>


EU defence names higher again, expect more upside for JP heavies after yesterdays lull.
Intel managed to eek out gains with the market still positive on streamlining.
BYD rapid charging adding to Tesla woes, downside pressure to build for Panasonic as restructuring allure fades.


Japan Morning Connection: Huang's AI Keynote Fails to Excite Investors

<ul>
<li>AI back in focus with NVDA's Jensen set to deliver his keynote tomorrow.</li>
<li>Intel jumping with the new CEO looking to shake up its AI lineup and further trim the fat.</li>
<li>Buffet increasing stakes in the Trading Houses extremely well flagged so don't expect much surprise.</li>
</ul>


AI back in focus with NVDA's Jensen set to deliver his keynote tomorrow.
Intel jumping with the new CEO looking to shake up its AI lineup and further trim the fat.
Buffet increasing stakes in the Trading Houses extremely well flagged so don't expect much surprise.


Japan Morning Connection: Tech Shrugging off Megacap Weakness as Quantum Shines

<ul>
<li>Huge gains for JP names with EU exposure yesterday looks set to continue as markets rotate out of AI plays.</li>
<li>Sanken Electric went limit up on the news of ON Semi's bid for Allegro, although ALGM trading very wide overnight.</li>
<li>EU mania should be enough to reboot Daikin's heat pump catalyst off stone sold levels.</li>
</ul>


Huge gains for JP names with EU exposure yesterday looks set to continue as markets rotate out of AI plays.
Sanken Electric went limit up on the news of ON Semi's bid for Allegro, although ALGM trading very wide overnight.
EU mania should be enough to reboot Daikin's heat pump catalyst off stone sold levels.


Japan Morning Connection: Tech Out, All Things EU In

<ul>
<li>TSMC higher on news from the day before it is investing heavily in US fab capacity.</li>
<li>Continental AG -11.6% after earnings miss sets a poor tone for JP tire makers Bridgestone, Toyo, Yokohama and Sumitomo.</li>
<li>All eyes on Trumps speech to congress this morning, although markets should be firm off the open.</li>
</ul>


TSMC higher on news from the day before it is investing heavily in US fab capacity.
Continental AG -11.6% after earnings miss sets a poor tone for JP tire makers Bridgestone, Toyo, Yokohama and Sumitomo.
All eyes on Trumps speech to congress this morning, although markets should be firm off the open.


Japan Morning Connection: Volatile Session but Pointing Higher on Potential for a Tariff Flip-Flop

<ul>
<li>NVDA, SMCI and Dell investigated by Singaporean authorities over chip leaks into China.</li>
<li>Allegro +15% in the US following on from Sanken limit-up yesterday as ON circles.</li>
<li>IHI, MHI, KHI, NEC all higher yesterday but should follow EU defense peers much higher.</li>
</ul>


NVDA, SMCI and Dell investigated by Singaporean authorities over chip leaks into China.
Allegro +15% in the US following on from Sanken limit-up yesterday as ON circles.
IHI, MHI, KHI, NEC all higher yesterday but should follow EU defense peers much higher.


Japan Morning Connection: Japan Tech to Follow the US Lower, but Defense Should Have Further to Run

Japan

Mitsubishi Heavy Industries, Ltd. is a comprehensive heavy machinery maker. The Company manufactures machinery, ships, turbines and engines, prime movers, aircrafts, and machine parts for military and commercial use.  Mitsubishi Heavy Industries also researches and develops nuclear power plants.

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Mitsubishi Heavy Industries (7011 JP)

Japan Morning Connection: Huang's AI Keynote Fails to Excite Investors

EU defence stocks continue higher, potential for more gains for JP heavyweights.BYD's rapid charging poses more challenges for Tesla. Panasonic...

Andrew Jackson

Japan Morning Connection: Tech Shrugging off Megacap Weakness as Quantum Shines

AI is back in focus as NVDA GTC developers conference. Intel's new CEO aims to shake up its AI lineup. Buffet's increased stakes in Trading Houses...

Andrew Jackson

Japan Morning Connection: Tech Out, All Things EU In

Gains for JP names with EU exposure as markets shift away from AI plays. Sanken Electric limit up on ON Semi's bid for Allegro. Daikin's heat pump...

Andrew Jackson

Japan Morning Connection: Volatile Session but Pointing Higher on Potential for a Tariff Flip-Flop

TSMC rises on news of investment in US fab capacity, Continental AG drops after earnings miss sets poor tone for JP tire makers.

Andrew Jackson

Japan Morning Connection: Japan Tech to Follow the US Lower, but Defense Should Have Further to Run

Singaporean authorities investigate NVDA, SMCI, and Dell for chip leaks to China. Allegro takeover disscussion leading to Sanken limit-up. JP...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Huang's AI Keynote Fails to Excite Investors

​EU defence stocks continue higher, potential for more gains for JP heavyweights.BYD's rapid charging poses more challenges for Tesla. Panasonic...

Andrew Jackson

Japan Morning Connection: Tech Shrugging off Megacap Weakness as Quantum Shines

​AI is back in focus as NVDA GTC developers conference. Intel's new CEO aims to shake up its AI lineup. Buffet's increased stakes in Trading Houses...

Andrew Jackson

Japan Morning Connection: Tech Out, All Things EU In

Gains for JP names with EU exposure as markets shift away from AI plays. Sanken Electric limit up on ON Semi's bid for Allegro. Daikin's heat pump...

Andrew Jackson

Japan Morning Connection: Volatile Session but Pointing Higher on Potential for a Tariff Flip-Flop

​TSMC rises on news of investment in US fab capacity, Continental AG drops after earnings miss sets poor tone for JP tire makers.

Andrew Jackson

Japan Morning Connection: Japan Tech to Follow the US Lower, but Defense Should Have Further to Run

​Singaporean authorities investigate NVDA, SMCI, and Dell for chip leaks to China. Allegro takeover disscussion leading to Sanken limit-up. JP...

Andrew Jackson

EU defence stocks continue higher, potential for more gains for JP heavyweights.BYD's rapid charging poses more challenges for Tesla. Panasonic...

AI is back in focus as NVDA GTC developers conference. Intel's new CEO aims to shake up its AI lineup. Buffet's increased stakes in Trading Houses...

TSMC rises on news of investment in US fab capacity, Continental AG drops after earnings miss sets poor tone for JP tire makers.

Singaporean authorities investigate NVDA, SMCI, and Dell for chip leaks to China. Allegro takeover disscussion leading to Sanken limit-up. JP...