Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Nidec may be back in focus on a lifeline for SMCI and heating issues for NVDA.</li>
<li>Tesla and power-semis are both up on the self-driving U-turn.</li>
<li>No bid for JP SPE's recently, although Lasertec may still have further to fall.</li>
</ul>


Nidec may be back in focus on a lifeline for SMCI and heating issues for NVDA.
Tesla and power-semis are both up on the self-driving U-turn.
No bid for JP SPE's recently, although Lasertec may still have further to fall.


Japan Morning Connection: JP Set for a More Upbeat Start After Tech Rebound

<ul>
<li>AMAT numbers sends US SPE lower on Friday which should spill over into Japan.</li>
<li>Trump's Energy Secretary nomination may be a short term positive for oil and gas related, longer-term questionable.</li>
<li>Both Ibiden and Renesas have potential to be rerated on their NVDA exposure, but market indifferent so far.</li>
</ul>


AMAT numbers sends US SPE lower on Friday which should spill over into Japan.
Trump's Energy Secretary nomination may be a short term positive for oil and gas related, longer-term questionable.
Both Ibiden and Renesas have potential to be rerated on their NVDA exposure, but market indifferent so far.


Japan Morning Connection: Potential for Ibiden and Renesas to Be Seen as NVDA Plays

<ul>
<li>Further tech weakness in the US as markets brace for a more inflationary outlook.</li>
<li>Isetan Mitsukoshi numbers and new MTP should end recent underperformance.</li>
<li>Excessive Nintendo weakness on PIF cutting holdings a chance to buy ahead of new NSW announcement.</li>
</ul>


Further tech weakness in the US as markets brace for a more inflationary outlook.
Isetan Mitsukoshi numbers and new MTP should end recent underperformance.
Excessive Nintendo weakness on PIF cutting holdings a chance to buy ahead of new NSW announcement.


Japan Morning Connection: Softbank Further Consolidating Its AI Focus

<ul>
<li>US markets continue to pivot away from recent tech winners with a continued focus on Trump names.</li>
<li>Monolithic Power sold heavily on concerns it will lose NVDA mkt share to Renesas.</li>
<li>Will good numbers be enough for Recruit to break higher without more buybacks?</li>
</ul>


US markets continue to pivot away from recent tech winners with a continued focus on Trump names.
Monolithic Power sold heavily on concerns it will lose NVDA mkt share to Renesas.
Will good numbers be enough for Recruit to break higher without more buybacks?


Japan Morning Connection: Expect Japan to Reflect the US Pivot from Growth to Value

<ul>
<li>Uncertain trading ahead of the vote tomorrow likely to be carried over to Japan.</li>
<li>Palantir big beat after hours sets a positive tone for all things AI.</li>
<li>Can Ibiden rerate as an NVDA name after being a play on INTC for so long?</li>
</ul>


Uncertain trading ahead of the vote tomorrow likely to be carried over to Japan.
Palantir big beat after hours sets a positive tone for all things AI.
Can Ibiden rerate as an NVDA name after being a play on INTC for so long?


Japan Morning Connection: Palantir Sets Positve Tone for All Things AI

Japan

Renesas Electronics Corporation researches, develops, designs and manufactures electronic components such as semiconductors and integrated devices.

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Renesas Electronics (6723 JP)

Japan Morning Connection: JP Set for a More Upbeat Start After Tech Rebound

Nidec may be in focus on a lifeline for SMCI and NVDA's heating issues, Tesla and power-semis up on self-driving support, no bid for JP SPE's and...

Andrew Jackson

Japan Morning Connection: Potential for Ibiden and Renesas to Be Seen as NVDA Plays

AMAT numbers impact US SPE which should effect in Japan, Trump's Energy Secretary nomination may benefit oil/gas short term, Ibiden and Renesas...

Andrew Jackson

Japan Morning Connection: Softbank Further Consolidating Its AI Focus

Tech weaknes continues in the US, new numbers from Isetan Mitsukoshi should end recent underperformance and Nintendo weakness offer opportunities...

Andrew Jackson

Japan Morning Connection: Expect Japan to Reflect the US Pivot from Growth to Value

US markets continue to shift focus from tech winners to Trump names, Monolithic Power sold on NVDA market share concerns, can Recruit break higher...

Andrew Jackson

Japan Morning Connection: Palantir Sets Positve Tone for All Things AI

Uncertain trading ahead of US vote likely to carry over to Japan. Palantir's big beat sets positive tone for AI. Can Ibiden rerate as an NVDA name...

Andrew Jackson

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: JP Set for a More Upbeat Start After Tech Rebound

​Nidec may be in focus on a lifeline for SMCI and NVDA's heating issues, Tesla and power-semis up on self-driving support, no bid for JP SPE's and...

Andrew Jackson

Japan Morning Connection: Potential for Ibiden and Renesas to Be Seen as NVDA Plays

​AMAT numbers impact US SPE which should effect in Japan, Trump's Energy Secretary nomination may benefit oil/gas short term, Ibiden and Renesas...

Andrew Jackson

Japan Morning Connection: Softbank Further Consolidating Its AI Focus

Tech weaknes continues in the US, new numbers from Isetan Mitsukoshi should end recent underperformance and Nintendo weakness offer opportunities...

Andrew Jackson

Japan Morning Connection: Expect Japan to Reflect the US Pivot from Growth to Value

​US markets continue to shift focus from tech winners to Trump names, Monolithic Power sold on NVDA market share concerns, can Recruit break higher...

Andrew Jackson

Japan Morning Connection: Palantir Sets Positve Tone for All Things AI

​Uncertain trading ahead of US vote likely to carry over to Japan. Palantir's big beat sets positive tone for AI. Can Ibiden rerate as an NVDA name...

Andrew Jackson

Nidec may be in focus on a lifeline for SMCI and NVDA's heating issues, Tesla and power-semis up on self-driving support, no bid for JP SPE's and...

AMAT numbers impact US SPE which should effect in Japan, Trump's Energy Secretary nomination may benefit oil/gas short term, Ibiden and Renesas...

US markets continue to shift focus from tech winners to Trump names, Monolithic Power sold on NVDA market share concerns, can Recruit break higher...

Uncertain trading ahead of US vote likely to carry over to Japan. Palantir's big beat sets positive tone for AI. Can Ibiden rerate as an NVDA name...