Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>Japanese equities ended the week firmer, with Topix advancing +1%, lifting YTD gains to +11.5%</li>
<li>Among individual stocks, Sumi Pharma surged +18% and Eisai jumped +13% on strong product news, while Nidec slumped -21% amid continued accounting scandal headlines</li>
<li>Political risks rising: The LDP will decide next week whether to move forward with an early presidential vote.</li>
</ul>


Japanese equities ended the week firmer, with Topix advancing +1%, lifting YTD gains to +11.5%
Among individual stocks, Sumi Pharma surged +18% and Eisai jumped +13% on strong product news, while Nidec slumped -21% amid continued accounting scandal headlines
Political risks rising: The LDP will decide next week whether to move forward with an early presidential vote.


Japan Strategy Weekly | Stocks Climb, But Political Clouds Gather

Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

<ul>
<li>Chip tester Teradyne jumping on reports it has a new FA arm.</li>
<li>Intel admitting its now not even in the top-10 chipmakers anymore.</li>
<li>Estee lauder strength may help Shiseido with better trends in Hainan reported.</li>
</ul>


Chip tester Teradyne jumping on reports it has a new FA arm.
Intel admitting its now not even in the top-10 chipmakers anymore.
Estee lauder strength may help Shiseido with better trends in Hainan reported.


Japan Morning Connection: Airlines Surging After Delta Numbers Helping SPX Close at New Records

<ul>
<li>Wolfspeed formally goes into Chapter 11, but the upside for Renesas makes its recent write off look excessive.</li>
<li>Short interest for some Japanese autos has surged which points to a squeeze once US trade deal reached.</li>
<li>Space names should be back in  focus ahead of next week's 'Space Tide Conference' in Tokyo. Watch iQPS, Synspective and Sky Perfect JSAT for upside.</li>
</ul>


Wolfspeed formally goes into Chapter 11, but the upside for Renesas makes its recent write off look excessive.
Short interest for some Japanese autos has surged which points to a squeeze once US trade deal reached.
Space names should be back in  focus ahead of next week's 'Space Tide Conference' in Tokyo. Watch iQPS, Synspective and Sky Perfect JSAT for upside.


Japan Morning Connection: Japan Set for Wobbly Start on Tariff Threats but Impact Likely Short Lived

<ul>
<li>Trump whipping up interest in all things AI and data center over his state visit to Saudi.</li>
<li>Pharma giving back yesterdays rebound with risks remaining over Trump's planned pricing cuts.</li>
<li>Kokusai Electric may continue moving higher post-numbers  as a potential NKY225 inclusion candidate.</li>
</ul>


Trump whipping up interest in all things AI and data center over his state visit to Saudi.
Pharma giving back yesterdays rebound with risks remaining over Trump's planned pricing cuts.
Kokusai Electric may continue moving higher post-numbers  as a potential NKY225 inclusion candidate.


Japan Morning Connection: US Opening Doors to Greater UAE/Saudi Chip Sales Driving Tech and Semis

<ul>
<li>Japanese markets surged, with the Nikkei rising 3.2% on a weaker yen, strong earnings, and tech sector gains, while BoJ held rates steady amid cautious forecasts.</li>
<li>Japan’s economic data showed mixed trends, including falling industrial output, modest retail growth, and declining consumer confidence, raising concerns about domestic demand and labour market softness.</li>
<li>Top stock performers included Sumi Pharma, Toyota Industries, and Nidec, driven by strong earnings, privatization speculation, and bold profit and restructuring plans that lifted investor sentiment.</li>
</ul>


Japanese markets surged, with the Nikkei rising 3.2% on a weaker yen, strong earnings, and tech sector gains, while BoJ held rates steady amid cautious forecasts.
Japan’s economic data showed mixed trends, including falling industrial output, modest retail growth, and declining consumer confidence, raising concerns about domestic demand and labour market softness.
Top stock performers included Sumi Pharma, Toyota Industries, and Nidec, driven by strong earnings, privatization speculation, and bold profit and restructuring plans that lifted investor sentiment.


Japan Strategy Weekly | Seven-Day Winning Streak

Japan

NIDEC CORPORATION is the world's leading manufacturer of small precision motors mainly used in HDD and optical disk drives. The company has extended its focus to the home appliance and automotive markets. NIDEC is active in M&A and its subsidiaries include the world's leading manufacturers of LCD panel handling robots and camera shutters.

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Nidec Corp (6594 JP)

Japan Strategy Weekly | Stocks Climb, But Political Clouds Gather

Japanese equities rose, led by Sumi Pharma and Eisai, while Nidec fell; political risks loom as LDP considers early presidential vote.

Mark Chadwick

Japan Morning Connection: Airlines Surging After Delta Numbers Helping SPX Close at New Records

Delta's earnings report causes airlines and cruise ships to jump. Tesla's plans for its robotaxi and Ai chatbot may be enough to help the...

Andrew Jackson

Japan Morning Connection: Japan Set for Wobbly Start on Tariff Threats but Impact Likely Short Lived

Wolfspeed files for Chapter 11; Short interest in Japanese autos rises ahead of US trade deal; Potential for space sector to gain attention before...

Andrew Jackson

Japan Morning Connection: US Opening Doors to Greater UAE/Saudi Chip Sales Driving Tech and Semis

Trump's visit to Saudi Arabia sparks interest in AI and data centers, Pharma stocks drop after rebound, Kokusai Electric may rise further as...

Andrew Jackson

Japan Strategy Weekly | Seven-Day Winning Streak

Japanese markets surged on weaker yen, strong earnings, and tech gains, while BoJ held rates steady; mixed economic data raises concerns about...

Mark Chadwick

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Strategy Weekly | Stocks Climb, But Political Clouds Gather

​Japanese equities rose, led by Sumi Pharma and Eisai, while Nidec fell; political risks loom as LDP considers early presidential vote.

Mark Chadwick

Japan Morning Connection: Airlines Surging After Delta Numbers Helping SPX Close at New Records

Delta's earnings report causes airlines and cruise ships to jump. Tesla's plans for its robotaxi and Ai chatbot may be enough to help the...

Andrew Jackson

Japan Morning Connection: Japan Set for Wobbly Start on Tariff Threats but Impact Likely Short Lived

​Wolfspeed files for Chapter 11; Short interest in Japanese autos rises ahead of US trade deal; Potential for space sector to gain attention before...

Andrew Jackson

Japan Morning Connection: US Opening Doors to Greater UAE/Saudi Chip Sales Driving Tech and Semis

​Trump's visit to Saudi Arabia sparks interest in AI and data centers, Pharma stocks drop after rebound, Kokusai Electric may rise further as...

Andrew Jackson

Japan Strategy Weekly | Seven-Day Winning Streak

​Japanese markets surged on weaker yen, strong earnings, and tech gains, while BoJ held rates steady; mixed economic data raises concerns about...

Mark Chadwick

Japanese equities rose, led by Sumi Pharma and Eisai, while Nidec fell; political risks loom as LDP considers early presidential vote.

Wolfspeed files for Chapter 11; Short interest in Japanese autos rises ahead of US trade deal; Potential for space sector to gain attention before...

Trump's visit to Saudi Arabia sparks interest in AI and data centers, Pharma stocks drop after rebound, Kokusai Electric may rise further as...

Japanese markets surged on weaker yen, strong earnings, and tech gains, while BoJ held rates steady; mixed economic data raises concerns about...