Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Semi cap names higher with Trump not mentioning export restrictions on his speech to Congress.</li>
<li>Disco -7% yesterday despite no news could see dip buying as oversold SPE gets bought.</li>
<li>Names such as Daikin and Shimano may also catch a bid on the German spending news.</li>
</ul>


Semi cap names higher with Trump not mentioning export restrictions on his speech to Congress.
Disco -7% yesterday despite no news could see dip buying as oversold SPE gets bought.
Names such as Daikin and Shimano may also catch a bid on the German spending news.


Japan Morning Connection: Names with EU Exposure in Focus After Germany Pulls the Stops on Spending

<ul>
<li>TSMC higher on news from the day before it is investing heavily in US fab capacity.</li>
<li>Continental AG -11.6% after earnings miss sets a poor tone for JP tire makers Bridgestone, Toyo, Yokohama and Sumitomo.</li>
<li>All eyes on Trumps speech to congress this morning, although markets should be firm off the open.</li>
</ul>


TSMC higher on news from the day before it is investing heavily in US fab capacity.
Continental AG -11.6% after earnings miss sets a poor tone for JP tire makers Bridgestone, Toyo, Yokohama and Sumitomo.
All eyes on Trumps speech to congress this morning, although markets should be firm off the open.


Japan Morning Connection: Volatile Session but Pointing Higher on Potential for a Tariff Flip-Flop

<ul>
<li>NVDA, SMCI and Dell investigated by Singaporean authorities over chip leaks into China.</li>
<li>Allegro +15% in the US following on from Sanken limit-up yesterday as ON circles.</li>
<li>IHI, MHI, KHI, NEC all higher yesterday but should follow EU defense peers much higher.</li>
</ul>


NVDA, SMCI and Dell investigated by Singaporean authorities over chip leaks into China.
Allegro +15% in the US following on from Sanken limit-up yesterday as ON circles.
IHI, MHI, KHI, NEC all higher yesterday but should follow EU defense peers much higher.


Japan Morning Connection: Japan Tech to Follow the US Lower, but Defense Should Have Further to Run

<ul>
<li>Japan saw big gains for SPE in the last 15 mins of trading on the TSMC capex outlook which should continue today.</li>
<li>Luxury names got a shot in the arm from Richemont numbers overnight so likes of Shiseido and Kose  may see a knee jerk higher.</li>
<li>Nintendo looks to have largely priced in the Switch 2, but upside remains for component makers.</li>
</ul>


Japan saw big gains for SPE in the last 15 mins of trading on the TSMC capex outlook which should continue today.
Luxury names got a shot in the arm from Richemont numbers overnight so likes of Shiseido and Kose  may see a knee jerk higher.
Nintendo looks to have largely priced in the Switch 2, but upside remains for component makers.


Japan Morning Connection: US Semi-Capex Names Higher on TSMC Numbers...more for JP Also?

<ul>
<li>SPE in Japan was aggressively sold yesterday but moves look excessive</li>
<li>US Homebuilder's gain after KB Homes beat priced in... upside for JP names should continue</li>
<li>Rohm's outlook remains cloudy as SiC prices likely to slide further as new Chinese supply hits the market.</li>
</ul>


SPE in Japan was aggressively sold yesterday but moves look excessive
US Homebuilder's gain after KB Homes beat priced in... upside for JP names should continue
Rohm's outlook remains cloudy as SiC prices likely to slide further as new Chinese supply hits the market.


Japan Morning Connection: Lukewarm Tech Rebound in the US Enough to Pause JP SPE Meltdown?

Japan

SHIBAURA MECHATRONICS CORPORATION manufactures and markets manufacturing machines for semiconductors, liquid crystal displays (LCD), and sputtering systems.  The Company also makes industrial automated systems, laser processing equipment, cartesian robots, vending machines, and vacuum pumps.

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Shibaura Mechatronics (6590 JP)

Japan Morning Connection: Names with EU Exposure in Focus After Germany Pulls the Stops on Spending

Semi cap stocks rise as Trump's speech to Congress omits export restrictions, while oversold SPE sees potential dip buying and German spending...

Andrew Jackson

Japan Morning Connection: Volatile Session but Pointing Higher on Potential for a Tariff Flip-Flop

TSMC rises on news of investment in US fab capacity, Continental AG drops after earnings miss sets poor tone for JP tire makers.

Andrew Jackson

Japan Morning Connection: Japan Tech to Follow the US Lower, but Defense Should Have Further to Run

Singaporean authorities investigate NVDA, SMCI, and Dell for chip leaks to China. Allegro takeover disscussion leading to Sanken limit-up. JP...

Andrew Jackson

Japan Morning Connection: US Semi-Capex Names Higher on TSMC Numbers...more for JP Also?

Gains due to positive outlook from TSMC should continue today, Richemont numbers may see Shiseido and Kose higher, component makers for Nintendo...

Andrew Jackson

Japan Morning Connection: Lukewarm Tech Rebound in the US Enough to Pause JP SPE Meltdown?

Japan SPE sold aggressively, homebuilders should continue to gain after KB Homes' beat, Rohm's outlook cloudy with SiC prices expected to drop with...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Names with EU Exposure in Focus After Germany Pulls the Stops on Spending

​Semi cap stocks rise as Trump's speech to Congress omits export restrictions, while oversold SPE sees potential dip buying and German spending...

Andrew Jackson

Japan Morning Connection: Volatile Session but Pointing Higher on Potential for a Tariff Flip-Flop

​TSMC rises on news of investment in US fab capacity, Continental AG drops after earnings miss sets poor tone for JP tire makers.

Andrew Jackson

Japan Morning Connection: Japan Tech to Follow the US Lower, but Defense Should Have Further to Run

​Singaporean authorities investigate NVDA, SMCI, and Dell for chip leaks to China. Allegro takeover disscussion leading to Sanken limit-up. JP...

Andrew Jackson

Japan Morning Connection: US Semi-Capex Names Higher on TSMC Numbers...more for JP Also?

Gains due to positive outlook from TSMC should continue today, Richemont numbers may see Shiseido and Kose higher, component makers for Nintendo...

Andrew Jackson

Japan Morning Connection: Lukewarm Tech Rebound in the US Enough to Pause JP SPE Meltdown?

Japan SPE sold aggressively, homebuilders should continue to gain after KB Homes' beat, Rohm's outlook cloudy with SiC prices expected to drop with...

Andrew Jackson

Semi cap stocks rise as Trump's speech to Congress omits export restrictions, while oversold SPE sees potential dip buying and German spending...

TSMC rises on news of investment in US fab capacity, Continental AG drops after earnings miss sets poor tone for JP tire makers.

Singaporean authorities investigate NVDA, SMCI, and Dell for chip leaks to China. Allegro takeover disscussion leading to Sanken limit-up. JP...