Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Huge +18% move for Sandisk will help Japan's memory complex leg higher.</li>
<li>Networking developer Ciena jumped 23% after blow-out numbers while Broadcom beats after-hours.</li>
<li>10-Year yield dropping below its recent supports helps home builders higher while Shin Etsu continues to underwhelm.</li>
</ul>


Huge +18% move for Sandisk will help Japan's memory complex leg higher.
Networking developer Ciena jumped 23% after blow-out numbers while Broadcom beats after-hours.
10-Year yield dropping below its recent supports helps home builders higher while Shin Etsu continues to underwhelm.


Japan Morning Connection: Tech Storms Higher on a Raft of Positive Earnings and Bullish NAND Outlook

<ul>
<li>Big jump in US homebuilders and chemical names involved in PVC/housing should jump start Shin Etsu.</li>
<li>Toto increasing its US production capacity aligns with its pivot away from China and makes this more interesting as housing play.</li>
<li>Meta's huge capex spending plans not enough to satisfy its need for AI computing as it buys capacity from Google.</li>
</ul>


Big jump in US homebuilders and chemical names involved in PVC/housing should jump start Shin Etsu.
Toto increasing its US production capacity aligns with its pivot away from China and makes this more interesting as housing play.
Meta's huge capex spending plans not enough to satisfy its need for AI computing as it buys capacity from Google.


Japan Morning Connection: Japan Set to Rise with the Rhetoric from Powell More Dovish than Expected

<ul>
<li>Power-Semi's leading the charge higher on positive broker comments for the sector while AI related takes a backseat.</li>
<li>Intel continues to move up with CEO Tan set to submit proposals to Trump next week which will certainly point to close alignment.</li>
<li>CPI data points to Sep rate cut which helped Homebuilders and airlines were up on Spirit woes.</li>
</ul>


Power-Semi's leading the charge higher on positive broker comments for the sector while AI related takes a backseat.
Intel continues to move up with CEO Tan set to submit proposals to Trump next week which will certainly point to close alignment.
CPI data points to Sep rate cut which helped Homebuilders and airlines were up on Spirit woes.


Japan Morning Connection: Market Ignoring Chinese Pullback from NVDA's H20 with Tech Surge Higher

<ul>
<li>Solid earnings print from Rohm likely to see this squeeze today given the elevated short interest.</li>
<li>Broadcom's new networking chip may fuel wire and cable demand.</li>
<li>Homebuilders up again making Shin Etsu look increasingly attractive on the long side after weakness in PVC biz.</li>
</ul>


Solid earnings print from Rohm likely to see this squeeze today given the elevated short interest.
Broadcom's new networking chip may fuel wire and cable demand.
Homebuilders up again making Shin Etsu look increasingly attractive on the long side after weakness in PVC biz.


Japan Morning Connection: Tech Rebound Although Onsemi Drops -16% on Numbers

<ul>
<li>Yields soared after the poor set of jobs data causing home builders to jump. Watch Sumitomo Forestry and Shin Etsu for upside.</li>
<li>TEL's poor look for WFE sends semi cap tumbling, although Lam Research up as it likely takes market share.</li>
<li>Eastman -19% on poor numbers reflecting DOW's woes the week before as tariffs pose significant headwinds for the chemicals industry.</li>
</ul>


Yields soared after the poor set of jobs data causing home builders to jump. Watch Sumitomo Forestry and Shin Etsu for upside.
TEL's poor look for WFE sends semi cap tumbling, although Lam Research up as it likely takes market share.
Eastman -19% on poor numbers reflecting DOW's woes the week before as tariffs pose significant headwinds for the chemicals industry.


Japan Morning Connection: US Lower After Trump Temper Tantrum over Jobs and Increased Tariffs

Japan

Shin-Etsu Chemical Co., Ltd. produces and distributes synthetic resins and other chemical products such as fertilizers. The Company also manufactures electronic materials such as semiconductor silicon, synthetic, and rare earth quartz. Shin-Etsu Chemical operates in Japan and overseas.

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Shin Etsu Chemical (4063 JP)

Japan Morning Connection: Tech Storms Higher on a Raft of Positive Earnings and Bullish NAND Outlook

Lynx equity strategies research sent NAND related higher in the US, watch JP memory names today. Drop in 10-year yield will help homebuilders....

Andrew Jackson

Japan Morning Connection: Japan Set to Rise with the Rhetoric from Powell More Dovish than Expected

Housing stocks surged after Powell'a comments in Wyoming, Toto should benefit from this improved sentiment. Meta struck a deal with Google for AI...

Andrew Jackson

Japan Morning Connection: Market Ignoring Chinese Pullback from NVDA's H20 with Tech Surge Higher

Power semis higher on positive broker comments, Intel continues to benefit from CEO in the limelight, moves higher for airlines and homebuilders.

Andrew Jackson

Japan Morning Connection: Tech Rebound Although Onsemi Drops -16% on Numbers

Strong numbers from Rohm may lead to a short squeeze, Broadcom's new chip should help with energy accessibility for AI farms, US homebuilders...

Andrew Jackson

Japan Morning Connection: US Lower After Trump Temper Tantrum over Jobs and Increased Tariffs

Home builders pushed higher by treasuries and yields, poor numbers from TEL send SPE down, numbers from Eastman send chemical related lower.

Andrew Jackson

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