Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>KKR to sell a further 12.9% stake of Kokusai Elec, which sets the stage for big upside once dust settles.</li>
<li>Home builders surging with mortgage applications at the highest levels since early 2023.</li>
<li>Renewables up with AES and Bloom Energy posting big gains and JP names recently outperforming.</li>
</ul>


KKR to sell a further 12.9% stake of Kokusai Elec, which sets the stage for big upside once dust settles.
Home builders surging with mortgage applications at the highest levels since early 2023.
Renewables up with AES and Bloom Energy posting big gains and JP names recently outperforming.


Japan Morning Connection: Japan Set to Start Higher as Markets Look past Tariff Confusions

<ul>
<li>Watch for upside in names involved in HAMR drives such as TDK after positive comments from Seagate.</li>
<li>Rohm finally starting to get bucketed as an AI name could see significant upside after deep correction.</li>
<li>Quantum names continuing to surge with huge moves in IonQ and D-Wave sets positive tone for Socionext still.</li>
</ul>


Watch for upside in names involved in HAMR drives such as TDK after positive comments from Seagate.
Rohm finally starting to get bucketed as an AI name could see significant upside after deep correction.
Quantum names continuing to surge with huge moves in IonQ and D-Wave sets positive tone for Socionext still.


Japan Morning Connection: Power/Analog Names Lower, but Seagate IR Day a Big Success

<ul>
<li>Tech and AI sell off sparked by further chip restrictions to China and poor print from ASML.</li>
<li>Details of trade talks are set to have big implications for autos, energy, defense and agriculture.</li>
<li>US officials order the suspension of Biden era wind project already under constriction, adding more pressure to renewables.</li>
</ul>


Tech and AI sell off sparked by further chip restrictions to China and poor print from ASML.
Details of trade talks are set to have big implications for autos, energy, defense and agriculture.
US officials order the suspension of Biden era wind project already under constriction, adding more pressure to renewables.


Japan Morning Connection: Trump Lauding 'great Progress' with Japan Trade Talks.

<ul>
<li>US semis and tech related setting a bullish tone for JP SPE with NVDA closing at record highs.</li>
<li>Steep drop for oil to hit Japex, Index and refiners while US P&amp;C strength should also be reflected in JP peers.</li>
<li>Possible downside for Fujitsu with NTT Docomo announcing a pivot away from their base station equipment.</li>
</ul>


US semis and tech related setting a bullish tone for JP SPE with NVDA closing at record highs.
Steep drop for oil to hit Japex, Index and refiners while US P&amp;C strength should also be reflected in JP peers.
Possible downside for Fujitsu with NTT Docomo announcing a pivot away from their base station equipment.


Japan Morning Connection: US Semis and Tech Set a Bullish Tone for Japan's SPE Majors

<ul>
<li>Big move higher for oil set to spike the JP oil major Inpex although the refiners have large outstanding short interests and may squeeze</li>
<li>The higher oil price is negative for Japan’s utilities which have yet to restart reactors and are dependent on oil/gas imports to fuel their thermal generation</li>
<li>Details are limited on a potential Seven Bank stake sale by 7&amp;I, but there should be room for upside as shorts continue to cover</li>
</ul>


Big move higher for oil set to spike the JP oil major Inpex although the refiners have large outstanding short interests and may squeeze
The higher oil price is negative for Japan’s utilities which have yet to restart reactors and are dependent on oil/gas imports to fuel their thermal generation
Details are limited on a potential Seven Bank stake sale by 7&amp;I, but there should be room for upside as shorts continue to cover


Japan Morning Connection: Spike in Oil Positive for Inpex and Refiners

Japan

RENOVA, Inc. is mainly engaged in operating and managing solar power, biomass power, wind power (onshore and offshore), and geothermal power generations.

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RENOVA Inc (9519 JP)

Japan Morning Connection: Japan Set to Start Higher as Markets Look past Tariff Confusions

US homebuilders surging after positive data last week on home mortgage applications. Watch the JP renewables after the better than expected outcome...

Andrew Jackson

Japan Morning Connection: Power/Analog Names Lower, but Seagate IR Day a Big Success

Rebound for Wolfspeed despite no news on avoiding bankruptcy. Quantum names like IonQ and D-Wave surging, setting positive tone for Socionext....

Andrew Jackson

Japan Morning Connection: Trump Lauding 'great Progress' with Japan Trade Talks.

Earnings miss from ASML and further chip restrictions to China sparked Tech and AI sell off. JP renewables likely to be impacted by Equinor’s...

Andrew Jackson

Japan Morning Connection: US Semis and Tech Set a Bullish Tone for Japan's SPE Majors

US semiconductors and tech related setting a bullish tone for JP SPE. Steep drop in oil to hit Japex, Index and refiners. Fujitsu may face downside...

Andrew Jackson

Japan Morning Connection: Spike in Oil Positive for Inpex and Refiners

Surge in oil may squeeze refiners with short interests. Negative for Japanese utilities yet to restart reactors. Potential upside for Seven Bank as...

Andrew Jackson

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