Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Intel jumping on plans to cut its bloated workforce and streamline management.</li>
<li>EV plays should pick up after Tesla held after mkt gains from yesterday.</li>
<li>Boeing numbers will help the heavies with better FCF and production outlooks.</li>
</ul>


Intel jumping on plans to cut its bloated workforce and streamline management.
EV plays should pick up after Tesla held after mkt gains from yesterday.
Boeing numbers will help the heavies with better FCF and production outlooks.


Japan Morning Connction: Tech Surging with Trump Signalling Zero China Tariffs on a Trade Deal

<ul>
<li>Banks higher after Bessent comments show room for a softer stance on tariffs and desire to de-escalate.</li>
<li>US Homebuilders strong after Pultegroup followed up with solid numbers after DHI beat last week.</li>
<li>Market looking through poor Tesla numbers as Musk pledges to pullback on DOGE and refocus.</li>
</ul>


Banks higher after Bessent comments show room for a softer stance on tariffs and desire to de-escalate.
US Homebuilders strong after Pultegroup followed up with solid numbers after DHI beat last week.
Market looking through poor Tesla numbers as Musk pledges to pullback on DOGE and refocus.


Japan Morning Connection: Trump Cooling His Heels on Powell Brings Reprise to Markets

<ul>
<li>Tech and AI down again ahead of Trump's tariff 'liberation day' on April 2.</li>
<li>Wolfspeed -51% puts Renesas's $2bn advance payment for SiC under jeopardy.</li>
<li>Dead rat, anyone? Should be positive for Yoshinoya as Sukiya shutters most stores.</li>
</ul>


Tech and AI down again ahead of Trump's tariff 'liberation day' on April 2.
Wolfspeed -51% puts Renesas's $2bn advance payment for SiC under jeopardy.
Dead rat, anyone? Should be positive for Yoshinoya as Sukiya shutters most stores.


Japan Morning Connection: US Defense Secretary Hegseth Reconfirming Commitment to Japan

<ul>
<li>Toyota further signalling a U-turn in its EV strategy by delaying long-range battery plant.</li>
<li>Nexon very squeezy, but does something this well flagged really deserve legs?</li>
<li>Activist Murakami up to his old tricks a la Pacific Metals with Ferrotec or just a tactic to shake retail?</li>
</ul>


Toyota further signalling a U-turn in its EV strategy by delaying long-range battery plant.
Nexon very squeezy, but does something this well flagged really deserve legs?
Activist Murakami up to his old tricks a la Pacific Metals with Ferrotec or just a tactic to shake retail?


Japan Morning Connection: Rudderless Tape in the US Points to Uninspired JP Trading to Start

<ul>
<li>Good numbers from Analog Devices pointing to a bottom should help likes of Rohm and Fuji Electric.</li>
<li>SMCI tear continues, will Nidec keep moving up after yesterdays gains?</li>
<li>Sanken Electric +10.45% yesterday finally starting to catch a bid on ALGM gains.</li>
</ul>


Good numbers from Analog Devices pointing to a bottom should help likes of Rohm and Fuji Electric.
SMCI tear continues, will Nidec keep moving up after yesterdays gains?
Sanken Electric +10.45% yesterday finally starting to catch a bid on ALGM gains.


Japan Morning Connection: Power/Analog Names Drive SOX Higher, Defence Down

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

ROHM Co Ltd (6963 JP)

Japan Morning Connction: Tech Surging with Trump Signalling Zero China Tariffs on a Trade Deal

Intel plans to cut workforce and streamline management, EV plays may continue to rise after Tesla's gains, Boeing's improved numbers to benefit...

Andrew Jackson

Japan Morning Connection: Trump Cooling His Heels on Powell Brings Reprise to Markets

Banks higher on Bessent comments suggesting softer stance on tariffs, while market shrugs off Tesla's poor numbers as Musk pledges to refocus.

Andrew Jackson

Japan Morning Connection: US Defense Secretary Hegseth Reconfirming Commitment to Japan

Tech and AI still down as Trump's liberation day approaches; Wolfspeed -51% puts Renesas in poor position, Yoshinoya should benefit from Sukiya...

Andrew Jackson

Japan Morning Connection: Rudderless Tape in the US Points to Uninspired JP Trading to Start

Toyota delays long-range battery plant, pulling back from EV expansion. Nexon's recent move looks squeezy. Murakami's tactics with Ferrotec...

Andrew Jackson

Japan Morning Connection: Power/Analog Names Drive SOX Higher, Defence Down

Analog Devices' positive numbers should help the likes of Rohm and Fuji Electric. SMCI continues to move up. Sanken Electric sees gains following...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connction: Tech Surging with Trump Signalling Zero China Tariffs on a Trade Deal

​Intel plans to cut workforce and streamline management, EV plays may continue to rise after Tesla's gains, Boeing's improved numbers to benefit...

Andrew Jackson

Japan Morning Connection: Trump Cooling His Heels on Powell Brings Reprise to Markets

​Banks higher on Bessent comments suggesting softer stance on tariffs, while market shrugs off Tesla's poor numbers as Musk pledges to refocus.

Andrew Jackson

Japan Morning Connection: US Defense Secretary Hegseth Reconfirming Commitment to Japan

Tech and AI still down as Trump's liberation day approaches; Wolfspeed -51% puts Renesas in poor position, Yoshinoya should benefit from Sukiya...

Andrew Jackson

Japan Morning Connection: Rudderless Tape in the US Points to Uninspired JP Trading to Start

​Toyota delays long-range battery plant, pulling back from EV expansion. Nexon's recent move looks squeezy. Murakami's tactics with Ferrotec...

Andrew Jackson

Japan Morning Connection: Power/Analog Names Drive SOX Higher, Defence Down

​Analog Devices' positive numbers should help the likes of Rohm and Fuji Electric. SMCI continues to move up. Sanken Electric sees gains following...

Andrew Jackson

Intel plans to cut workforce and streamline management, EV plays may continue to rise after Tesla's gains, Boeing's improved numbers to benefit...

Banks higher on Bessent comments suggesting softer stance on tariffs, while market shrugs off Tesla's poor numbers as Musk pledges to refocus.

Toyota delays long-range battery plant, pulling back from EV expansion. Nexon's recent move looks squeezy. Murakami's tactics with Ferrotec...

Analog Devices' positive numbers should help the likes of Rohm and Fuji Electric. SMCI continues to move up. Sanken Electric sees gains following...