Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS.  Risk on as US Equities Jump on Debt Ceiling Hopes; China April House px rise;  Solid US Housing starts; Musk Says 2 new Blockbuster Telsa models to come. </li>
<li>JAPAN.  NKY Futs 1.4% vs Cash; Japan Equities poised to make new highs on US rally and weaker yen;  Japan GDP print 1.6%, better than expected;  Chinese Tourist Back </li>
<li>NUGGET. Rapidus aims to rejuvenate Japan's semiconductor industry by developing advanced 2-nanometer logic semiconductors, with plans for a prototype production line by 2025 and mass production by 2027.</li>
</ul>


OVERSEAS.  Risk on as US Equities Jump on Debt Ceiling Hopes; China April House px rise;  Solid US Housing starts; Musk Says 2 new Blockbuster Telsa models to come. 
JAPAN.  NKY Futs 1.4% vs Cash; Japan Equities poised to make new highs on US rally and weaker yen;  Japan GDP print 1.6%, better than expected;  Chinese Tourist Back 
NUGGET. Rapidus aims to rejuvenate Japan's semiconductor industry by developing advanced 2-nanometer logic semiconductors, with plans for a prototype production line by 2025 and mass production by 2027.


Ohayo Japan|Relief Equity Rally, But Still No Deal; NUGGET: Rapidus: Key to Japan's Semi Resurgence

<ul>
<li>OVERSEAS. SPX  up +0.8%WoW but slipped -0.2% Friday as Hawkish Waller came out amid weak US March Retail Sales data;  Musk jump's into Generative AI; Boeing Production Woes</li>
<li>JAPAN.NKY Futs flat vs Cash USDJPY 133.8; Security Concerns ahead of by-elections as PM Kishida smoke Bombed;  Panasonic to build 3rd US batt plant; JT ramps up heated stick products</li>
<li>NUGGET. Elon Musk's aggressive push into Generative AI to rival/beat ChatGPT; A boon for NDVIDIA and by extension, Japan's Advantest(6857)</li>
</ul>


OVERSEAS. SPX  up +0.8%WoW but slipped -0.2% Friday as Hawkish Waller came out amid weak US March Retail Sales data;  Musk jump's into Generative AI; Boeing Production Woes
JAPAN.NKY Futs flat vs Cash USDJPY 133.8; Security Concerns ahead of by-elections as PM Kishida smoke Bombed;  Panasonic to build 3rd US batt plant; JT ramps up heated stick products
NUGGET. Elon Musk's aggressive push into Generative AI to rival/beat ChatGPT; A boon for NDVIDIA and by extension, Japan's Advantest(6857)


Good Morning Japan| Recession Fears Spook Equities;NUGGET- Musk Jumps in AI Race, Boon for Advantest

<ul>
<li>OVERSEAS.  SPX flat on the day as catalysts lacking; Tech down ahead Wed's  CPI as momentum builds for rate hike;  Broad strength in cyclicals - underlying economic strength?</li>
<li>JAPAN. NKY Futs +0.4% vs Cash; USDJPY  133.7;Buffet says he looking to raise Japan equity weighting; MHI awarded big defense contract for missiles: Denso gears up for EV transition </li>
<li>NUGGET.  Toyota gets serious in BEVs - we are excited about the prospects for the supply chain, particularly Denso and Panasonic </li>
</ul>


OVERSEAS.  SPX flat on the day as catalysts lacking; Tech down ahead Wed's  CPI as momentum builds for rate hike;  Broad strength in cyclicals - underlying economic strength?
JAPAN. NKY Futs +0.4% vs Cash; USDJPY  133.7;Buffet says he looking to raise Japan equity weighting; MHI awarded big defense contract for missiles: Denso gears up for EV transition 
NUGGET.  Toyota gets serious in BEVs - we are excited about the prospects for the supply chain, particularly Denso and Panasonic 


Good Morning Japan |No Catalysts-Equities Flat; NUGGET - Toyota Gets Serious, Watch the Supply Chain

<ul>
<li>OVERSEAS. Good Friday holidays. US Economy proving to be pretty resilient. Non-farm payrolls showed hiring continued to be strong in March. NFP was 236k vs Cons 230k. Telsa cuts prices(again)</li>
<li>JAPAN. NKY Futs +0.5% vs Cash as US Equity(Cash) markets closed. USDJPY 132.2. Likely see some beta led reversals of losses seen in the latter half of last week.</li>
<li>NUGGET.  Kuroda bids Farewell after 10 years as BOJ Governor. He created a new playbook on monetary policy that will be studied for years. Net-net, positive outcome.</li>
</ul>


OVERSEAS. Good Friday holidays. US Economy proving to be pretty resilient. Non-farm payrolls showed hiring continued to be strong in March. NFP was 236k vs Cons 230k. Telsa cuts prices(again)
JAPAN. NKY Futs +0.5% vs Cash as US Equity(Cash) markets closed. USDJPY 132.2. Likely see some beta led reversals of losses seen in the latter half of last week.
NUGGET.  Kuroda bids Farewell after 10 years as BOJ Governor. He created a new playbook on monetary policy that will be studied for years. Net-net, positive outcome.


Good Morning Japan |Jobs Galore - Strong NFP; Watch for the Fed Hawks; NUGGET: Kuroda Exits..a Hero?

<ul>
<li>OVERSEAS. SPX -0.2% as Equities continued with Recession trade overnight with Defensive &gt;Cyclicals;  Tech, Discretionary, Industrials stocks hit;  ADP Employment+Services PMI add fuel to Recession narrative; Next up: Non-Farm Payrolls</li>
<li>JAPAN. NKY Futs -0.4% vs Cash; USDJPY 131.4; As US recession narrative strenghtens, expect selling of US exposed Discretionary; China weighs export ban on Rare earths;Rakuen cuts Bank IPO price</li>
<li>NUGGET. Panasonic+Stellantis=Expansion of Battery Profits.  IF Panasonic and Stellantis can agree, it could mean significant share price upside.</li>
</ul>


OVERSEAS. SPX -0.2% as Equities continued with Recession trade overnight with Defensive &gt;Cyclicals;  Tech, Discretionary, Industrials stocks hit;  ADP Employment+Services PMI add fuel to Recession narrative; Next up: Non-Farm Payrolls
JAPAN. NKY Futs -0.4% vs Cash; USDJPY 131.4; As US recession narrative strenghtens, expect selling of US exposed Discretionary; China weighs export ban on Rare earths;Rakuen cuts Bank IPO price
NUGGET. Panasonic+Stellantis=Expansion of Battery Profits.  IF Panasonic and Stellantis can agree, it could mean significant share price upside.


Good Morning Japan |Recession Fears Dominate; NUGGET: Panasonic+Stellantis =Expanded Battery Profits

Japan

Panasonic Corporation manufactures electric and electronic products. The Company produces home appliances, car navigation systems, digital devices, computer peripherals, telecommunications, industrial equipment, and electronic parts. Panasonic has associated companies around the world.

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Panasonic Corp (6752 JP)

Ohayo Japan|Relief Equity Rally, But Still No Deal; NUGGET: Rapidus: Key to Japan's Semi Resurgence

Risk on as US Equities Jump on Debt Ceiling Hopes; China April House px rise; Solid US Housing starts; Japan Equities poised to make new highs...

Mark Chadwick

Good Morning Japan| Recession Fears Spook Equities;NUGGET- Musk Jumps in AI Race, Boon for Advantest

Expect a broadly quiet start in Japan. Panasonic plans to establish its third US battery plant;. JT increasing its focus on heated stick products;...

Mark Chadwick

Good Morning Japan |No Catalysts-Equities Flat; NUGGET - Toyota Gets Serious, Watch the Supply Chain

While the US market looks for direction, in Japan, some positive headlines with help underline our bullish outlook. First, Warren Buffet in an...

Mark Chadwick

Good Morning Japan |Jobs Galore - Strong NFP; Watch for the Fed Hawks; NUGGET: Kuroda Exits..a Hero?

SDJPY 132.2, weaker post US Non Farm Payrolls. We are likely to see some beta-led reversals of losses observed in the latter half of last week....

Mark Chadwick

Good Morning Japan |Recession Fears Dominate; NUGGET: Panasonic+Stellantis =Expanded Battery Profits

As the US recession narrative strengthens, there is an expectation of increased selling pressure on US-exposed discretionary stocks. Watching the...

Mark Chadwick

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