Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>MLCC names Taiyo Yuden +22.6% and Murata +17.6% to new highs on bullish comments from Alethia.</li>
<li>Smaller photonic/optical names remain incredibly interesting with QD Laser and Hamamatsu Photonics Kk well below recent highs.</li>
<li>Softbank still -20% from early June highs despite yesterday's +10% move.</li>
</ul>


MLCC names Taiyo Yuden +22.6% and Murata +17.6% to new highs on bullish comments from Alethia.
Smaller photonic/optical names remain incredibly interesting with QD Laser and Hamamatsu Photonics Kk well below recent highs.
Softbank still -20% from early June highs despite yesterday's +10% move.


Japan Morning Connection: Riskier Momentum Trades Back in Play Post SpaceX IPO Nerves

<ul>
<li>Kioxia set for a big open after a brief -4.6% correction yesterday with comment from UBS turning memory sentiment decisively bullish.</li>
<li>Xiaomi’s numbers yesterday should be a shot across the bow for smartphone related names. MLCC makers Taiyo Yuden, Murata and TDK looking increasingly stretched with big exposure to the market.</li>
<li>Software rotation bid evaporates as AI surges. Expect an underperformance today.</li>
</ul>


Kioxia set for a big open after a brief -4.6% correction yesterday with comment from UBS turning memory sentiment decisively bullish.
Xiaomi’s numbers yesterday should be a shot across the bow for smartphone related names. MLCC makers Taiyo Yuden, Murata and TDK looking increasingly stretched with big exposure to the market.
Software rotation bid evaporates as AI surges. Expect an underperformance today.


Japan Morning Connection: Kioxia Set for a Big Open as Memory Surges to New Records

<ul>
<li>Disco, Lasertec and Advantest all trading below recent highs despite reporting this season but set to close the gap on positive news.</li>
<li>Softbank -4.5% Friday but looks attractive after reducing its margin loan from $10bn to $6bn easing overextension concerns.</li>
<li>QD Laser +23% on Friday, a positive for Samco Inc, Seikoh Giken and Santec Corp also on this theme.</li>
</ul>


Disco, Lasertec and Advantest all trading below recent highs despite reporting this season but set to close the gap on positive news.
Softbank -4.5% Friday but looks attractive after reducing its margin loan from $10bn to $6bn easing overextension concerns.
QD Laser +23% on Friday, a positive for Samco Inc, Seikoh Giken and Santec Corp also on this theme.


Japan Morning Connection: Sumco Surges on AI Wafer Demand and SPE Laggards Set for a Rebound

<ul>
<li>Datadog +31.3% on strong guidance pointing to a big reversal back into Japan's software names.</li>
<li>Softbank faces a tough open after its +18.4% golden week catchup with ARM -10.1% on lofty expectations and Chinese smartphone weakness warnings.</li>
<li>Applied Optoelectronics -12% AH on a disappointing earnings miss, a bad read for photonic names QD Laser, Seikoh Giken and Samco.</li>
</ul>


Datadog +31.3% on strong guidance pointing to a big reversal back into Japan's software names.
Softbank faces a tough open after its +18.4% golden week catchup with ARM -10.1% on lofty expectations and Chinese smartphone weakness warnings.
Applied Optoelectronics -12% AH on a disappointing earnings miss, a bad read for photonic names QD Laser, Seikoh Giken and Samco.


Japan Morning Connection: Expect a Big Reversal into Software While Photonics Takes a Hit

<ul>
<li>Watch Fujitsu, NEC and OBIC as software likely catches a defensive bid.</li>
<li>Keep an eye on Japan's laser and photonic mid-caps for a lower entry today as markets correct.</li>
<li>Kioxia rose an eye watering +38% over last week so likely to see profit taking creep in for this.</li>
</ul>


Watch Fujitsu, NEC and OBIC as software likely catches a defensive bid.
Keep an eye on Japan's laser and photonic mid-caps for a lower entry today as markets correct.
Kioxia rose an eye watering +38% over last week so likely to see profit taking creep in for this.


Japan Morning Connection: Last Week's Big Winners Face Profit Taking as Iran Talks Fail

Japan

SAMCO INC. develops, manufactures, and sells equipment used to produce semiconductors and electronic devices.  The Company's products include optoelectronic devices, display devices, and liquid crystal parts.  Samco also provides maintenance services for its system.

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Samco Inc (6387 JP)

Japan Morning Connection: Riskier Momentum Trades Back in Play Post SpaceX IPO Nerves

With Iran deal signed and SpaceX IPO complete, riskier momentum trades are in focus with optical and space names offering entry points after heavy...

Andrew Jackson

Japan Morning Connection: Kioxia Set for a Big Open as Memory Surges to New Records

Memory sentiment bullish after UBS comment, setting up a big open for Kioxia after a brief -4.6% correction yesterday. Semi names offer buying...

Andrew Jackson

Japan Morning Connection: Sumco Surges on AI Wafer Demand and SPE Laggards Set for a Rebound

Intel's Apple deal and Micron's structural shift drive gains, a positive for Japan's SPE laggards Disco, Lasertec and Advantest now set to close...

Andrew Jackson

Japan Morning Connection: Expect a Big Reversal into Software While Photonics Takes a Hit

Datadog surge to spark a reversal into Software. Smaller photonics names to take a hit from Coherent's miss. Softbank in danger of giving back...

Andrew Jackson

Japan Morning Connection: Last Week's Big Winners Face Profit Taking as Iran Talks Fail

Kioxia +38% and Rorze +47% last week with profit taking likely today along with Lasertec and Kokusai after their explosive gains.

Andrew Jackson

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