Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Hydrocarbon related names traded well with Trump set to remove limits on carbon and mercury emissions...watch MHI, Yokogawa and Chiyoda.</li>
<li>Intel +7.8% may help Ibiden, Micron +2.9% positive for Micronics, while semi-cap and power-semi's continued to move up.</li>
<li>Lock-Up expiry for Kioxia fast approaching could see shorts increase in a Kokusai Elec type situation.</li>
</ul>


Hydrocarbon related names traded well with Trump set to remove limits on carbon and mercury emissions...watch MHI, Yokogawa and Chiyoda.
Intel +7.8% may help Ibiden, Micron +2.9% positive for Micronics, while semi-cap and power-semi's continued to move up.
Lock-Up expiry for Kioxia fast approaching could see shorts increase in a Kokusai Elec type situation.


Japan Morning Connection: Trump Signals End to Biden Greenhouse Gas Emission Restrictions

<ul>
<li>NFP beat sends yields higher, sending US homebuilders down, positive JP banks.</li>
<li>Big week for Renesas should also see more upside for Rohm and Fuji Elec with Auto/industrial inflection.</li>
<li>Capcom announced its latest Resident Evil installment at the SGF, but further upside looks limited.</li>
</ul>


NFP beat sends yields higher, sending US homebuilders down, positive JP banks.
Big week for Renesas should also see more upside for Rohm and Fuji Elec with Auto/industrial inflection.
Capcom announced its latest Resident Evil installment at the SGF, but further upside looks limited.


Japan Morning Connection: Meta's $10bn Scale AI Investment to Buoy Sentiment for SPE

<ul>
<li>Comments from STMicro CEO reflect a similar positiveness from Onsemi management for auto and industrial chips.</li>
<li>Memory plays strong but still limited follow through for Japanese HDD component makers.</li>
<li>Plant Labs strong earnings highlights the importance of satellite images...positive IQPS, Synspective and Sky perfect.</li>
</ul>


Comments from STMicro CEO reflect a similar positiveness from Onsemi management for auto and industrial chips.
Memory plays strong but still limited follow through for Japanese HDD component makers.
Plant Labs strong earnings highlights the importance of satellite images...positive IQPS, Synspective and Sky perfect.


Japan Morning Connection: Power/Analog Semi Names Leading Tech Higher once Again

<ul>
<li>New smartphone offering from Micron lifts memory plays which may help EUV also.</li>
<li>Comments from Onsemi management that auto has turned the corner positive for Rohm, Fuji Elec, Renesas.</li>
<li>Kadokawa/Bandai Namco's Nightreign sells 3.5m copies in 4-days, plus a new DLC on the way.</li>
</ul>


New smartphone offering from Micron lifts memory plays which may help EUV also.
Comments from Onsemi management that auto has turned the corner positive for Rohm, Fuji Elec, Renesas.
Kadokawa/Bandai Namco's Nightreign sells 3.5m copies in 4-days, plus a new DLC on the way.


Japan Morning Connection: Coreweave +25% and Numbers from HP Enterprise Sets Positive Semi Tone

<ul>
<li>Applied Digital landing a big data center order from CoreWeave lifting AI related plays setting upbeat tone for SPE.</li>
<li>Big Chinese SiC capacity coming online further adding to the price pressures for Rohm.</li>
<li>Square Enix cancelling its 'Project Gemini' with Polish developer another foreign flop reminiscent of Avengers?</li>
</ul>


Applied Digital landing a big data center order from CoreWeave lifting AI related plays setting upbeat tone for SPE.
Big Chinese SiC capacity coming online further adding to the price pressures for Rohm.
Square Enix cancelling its 'Project Gemini' with Polish developer another foreign flop reminiscent of Avengers?


Japan Morning Connection: Markets Rising from Morning Lows on Expectations for a Trump-Xi Call

Japan

ROHM COMPANY LIMITED manufactures custom linear integrated circuits and semiconductor devices for use primarily in consumer electronics.  The Company has plants and sales offices worldwide.  Rohm's subsidiaries include Wako Electric and Apollo Electronics.

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ROHM Co Ltd (6963 JP)

Japan Morning Connection: Trump Signals End to Biden Greenhouse Gas Emission Restrictions

Fossil fuel related names lead the way higher as restrictions on toxic gas emissions are rolled back. Hydrocarbon names also benefit.

Andrew Jackson

Japan Morning Connection: Meta's $10bn Scale AI Investment to Buoy Sentiment for SPE

Negative for Socionext after Broadcom's numbers failed to impress. Rohm and Fuji Electric look as though they have more upside. Tech and Semi's led...

Andrew Jackson

Japan Morning Connection: Power/Analog Semi Names Leading Tech Higher once Again

Onsemi +6.1% setting a good tone for JP peers. Japaenese satallite names performing well ahead of Japan's MoD announcement.

Andrew Jackson

Japan Morning Connection: Coreweave +25% and Numbers from HP Enterprise Sets Positive Semi Tone

Kadokawa and Bandai Namco attractive as longs, may be increased focus on derivative wire and cable plays as well as Japan's EUV related.

Andrew Jackson

Japan Morning Connection: Markets Rising from Morning Lows on Expectations for a Trump-Xi Call

Applied Digital secures big data center order, setting a good tone for AI and SPE. Chinese SiC capacity increase adds pressure for Rohm. Potential...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Trump Signals End to Biden Greenhouse Gas Emission Restrictions

Fossil fuel related names lead the way higher as restrictions on toxic gas emissions are rolled back. Hydrocarbon names also benefit.

Andrew Jackson

Japan Morning Connection: Meta's $10bn Scale AI Investment to Buoy Sentiment for SPE

Negative for Socionext after Broadcom's numbers failed to impress. Rohm and Fuji Electric look as though they have more upside. Tech and Semi's led...

Andrew Jackson

Japan Morning Connection: Power/Analog Semi Names Leading Tech Higher once Again

Onsemi +6.1% setting a good tone for JP peers. Japaenese satallite names performing well ahead of Japan's MoD announcement.

Andrew Jackson

Japan Morning Connection: Coreweave +25% and Numbers from HP Enterprise Sets Positive Semi Tone

Kadokawa and Bandai Namco attractive as longs, may be increased focus on derivative wire and cable plays as well as Japan's EUV related.

Andrew Jackson

Japan Morning Connection: Markets Rising from Morning Lows on Expectations for a Trump-Xi Call

​Applied Digital secures big data center order, setting a good tone for AI and SPE. Chinese SiC capacity increase adds pressure for Rohm. Potential...

Andrew Jackson

Applied Digital secures big data center order, setting a good tone for AI and SPE. Chinese SiC capacity increase adds pressure for Rohm. Potential...