Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>ADP jobs paints a rosy picture for rate cuts despite the lack of official data this Friday.</li>
<li>Memory melted higher again, while INTC lines up AMD as a potential Fab customer.</li>
<li>Softbank will jump after Qualcomm announced use of ARM v9 in its latest PC and smartphone chips.</li>
</ul>


ADP jobs paints a rosy picture for rate cuts despite the lack of official data this Friday.
Memory melted higher again, while INTC lines up AMD as a potential Fab customer.
Softbank will jump after Qualcomm announced use of ARM v9 in its latest PC and smartphone chips.


Japan Morning Connection: No Hoots Given as Market Beelines for Hyper Risk-On as Govt. Shuts Down

<ul>
<li>US eyeing rules for tech companies to buy 1:1 domestic made chips vs imported. Globalfoundries and Intel both strong.</li>
<li>Boeing strong after Turkey order, although the big catalyst will be China orders after a 5-year hiatus.</li>
<li>Musk comments that tesla was busy scaling the Optimus may help Harmonic Drive catch big after woeful perf last week.</li>
</ul>


US eyeing rules for tech companies to buy 1:1 domestic made chips vs imported. Globalfoundries and Intel both strong.
Boeing strong after Turkey order, although the big catalyst will be China orders after a 5-year hiatus.
Musk comments that tesla was busy scaling the Optimus may help Harmonic Drive catch big after woeful perf last week.


Japan Morning Connection: US Higher Despite Upcoming Govt Shutdown and Potential Delayed Jobs Data

<ul>
<li>Nickel surges after Freeport's Indonesian closure will have long term pricing impact. Watch SMM, MMS and Mit Materials.</li>
<li>Inrel approaches Apple for partnership, although its unlikely they can push out TSMC for chips.</li>
<li>Memory takes a break after Micon's earnings seen as not quite good enough after recent gains.</li>
</ul>


Nickel surges after Freeport's Indonesian closure will have long term pricing impact. Watch SMM, MMS and Mit Materials.
Inrel approaches Apple for partnership, although its unlikely they can push out TSMC for chips.
Memory takes a break after Micon's earnings seen as not quite good enough after recent gains.


Japan Morning Connection: Tech Takes a Breather but Marvell Doubles Down with Announced Buyback

<ul>
<li>Expect big gains for the likes of TEL, Lasertec, TOK with Intel emerging as the clear national champion.</li>
<li>Memory names continue to surge higher, so Kioxia's -7% drop off the highs yesterday likely to draw interest.</li>
<li>Not good news for ARM though, as a NVDA/INTC partnership will make it harder for their architectures to gain traction. Sell Softback.</li>
</ul>


Expect big gains for the likes of TEL, Lasertec, TOK with Intel emerging as the clear national champion.
Memory names continue to surge higher, so Kioxia's -7% drop off the highs yesterday likely to draw interest.
Not good news for ARM though, as a NVDA/INTC partnership will make it harder for their architectures to gain traction. Sell Softback.


Japan Morning Connection: Intel/NVDA Partnership Very Positive for Japanese SPE Suppliers

<ul>
<li>Semi-Cap higher after positive comments from JPM on ASML that the worst is behind it given strong WFE and memory trends.</li>
<li>Wafer names surging globally as demand for memory outstrips supply, while Wolfspeed announces its has reached 200m SiC capability.</li>
<li>A brave short seller for Coreweave calling it a “debt fuelled GPU rental business with no moat”.</li>
</ul>


Semi-Cap higher after positive comments from JPM on ASML that the worst is behind it given strong WFE and memory trends.
Wafer names surging globally as demand for memory outstrips supply, while Wolfspeed announces its has reached 200m SiC capability.
A brave short seller for Coreweave calling it a “debt fuelled GPU rental business with no moat”.


Japan Morning Connection: Markets Plateauing Ahead of Fed, but Semi's Still Managing to Tick Higher

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: No Hoots Given as Market Beelines for Hyper Risk-On as Govt. Shuts Down

Expect the squeeze for pharma to continue off the open. Dell's jump up may help the likes of Fujitsu and NEC. Lam Research sets a more positive...

Andrew Jackson

Japan Morning Connection: US Higher Despite Upcoming Govt Shutdown and Potential Delayed Jobs Data

Asics may catch the market's attention again with news of added shareholder perks. China's export restrictions a positive for Harmionic Drive.

Andrew Jackson

Japan Morning Connection: Tech Takes a Breather but Marvell Doubles Down with Announced Buyback

Global defense names did well after Trump's comments of support for Ukraine. Marvell jumped after management announced a $1bn accelerated buyback.

Andrew Jackson

Japan Morning Connection: Intel/NVDA Partnership Very Positive for Japanese SPE Suppliers

NVDA taking a stake in Intel to allow codevelopment of chips sent INTC rocketing higher, a positive for Shin Etsu as Intel's largest wafer...

Andrew Jackson

Japan Morning Connection: Markets Plateauing Ahead of Fed, but Semi's Still Managing to Tick Higher

Apple suppliers sent higher after announcement of Apple involvement with IC packaging. Power and industrial semi's shaking off China's anti-dumping...

Andrew Jackson

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