Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<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>Tech sell off led my semi-cap names after D/G to sell for AMAT</li>
<li>Ulta beat paints a brighter picture for US consumer spending than expected</li>
<li>Is the relentless buy momo/sell everything else in Japan ready for a reversal?</li>
</ul>


Tech sell off led my semi-cap names after D/G to sell for AMAT
Ulta beat paints a brighter picture for US consumer spending than expected
Is the relentless buy momo/sell everything else in Japan ready for a reversal?


Japan Morning Connection: Markets Clearly Starting to Show EoY Wind Down

<ul>
<li>US semi-cap names jump as markets delayed pricing in report China restrictions will be tempered.</li>
<li>Shiseido restructuring briefing the numerical targets enough to stem the bleeding?</li>
<li>TGA around the corner should see focus on Japanese game developers, including Nexon which has been heavily sold post earnings.</li>
</ul>


US semi-cap names jump as markets delayed pricing in report China restrictions will be tempered.
Shiseido restructuring briefing the numerical targets enough to stem the bleeding?
TGA around the corner should see focus on Japanese game developers, including Nexon which has been heavily sold post earnings.


Japan Morning Connection: Japan SPE Set for More Upside

<ul>
<li>HP and Dell misses after-mkt yesterday setting off a wave of tech selling.</li>
<li>MSFT under antitrust scrutiny from the FTC raising concerns AI demand is too focused?</li>
<li>Panasonic briefing on AI continues to point to strong growth for its DC related server and power management solutions.</li>
</ul>


HP and Dell misses after-mkt yesterday setting off a wave of tech selling.
MSFT under antitrust scrutiny from the FTC raising concerns AI demand is too focused?
Panasonic briefing on AI continues to point to strong growth for its DC related server and power management solutions.


Japan Morning Connection: Japan Facing an Uphill Battle on Yen Strength and Weak Tape Overnight

<ul>
<li>Tech strong despite market rotating out of NVDA, with EV related gaining on Cali plan.</li>
<li>Home builders surge on Bessent's nomination; expect a strong follow through for JP related plays.</li>
<li>Activists are on the hunt in Japan - how long before someone starts building a stake in Kyocera?</li>
</ul>


Tech strong despite market rotating out of NVDA, with EV related gaining on Cali plan.
Home builders surge on Bessent's nomination; expect a strong follow through for JP related plays.
Activists are on the hunt in Japan - how long before someone starts building a stake in Kyocera?


Japan Morning Connection: Time to Revisit the Most Bungled Conglomerate Left Standing?

Japan

Shiseido Company, Limited manufactures cosmetic and toiletry products. The Company offers an array of makeup and skin-care products, toiletries, beauty salon, pharmaceuticals, foodstuffs, and fine chemicals.

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Shiseido Company (4911 JP)

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: Markets Clearly Starting to Show EoY Wind Down

Tech sell off led semi-cap names after D/G to sell for AMAT, Ulta beat signals stronger US consumer spending than expected, has buy momo/sell...

Andrew Jackson

Japan Morning Connection: Japan SPE Set for More Upside

US semi-cap stocks jump as China restrictions will be tempered. Will Shiseido's restructuring targets finally push it from lows? Attention on...

Andrew Jackson

Japan Morning Connection: Japan Facing an Uphill Battle on Yen Strength and Weak Tape Overnight

HP and Dell missed earnings leading to a sell-off in tech, Microsoft under antitrust scrutiny, Panasonic points to strong growth for its DC...

Andrew Jackson

Japan Morning Connection: Time to Revisit the Most Bungled Conglomerate Left Standing?

Tech strong despite market shift away from NVDA,. Home builders surge on Bessent's nomination, Kyocera ripe for activist involvement.

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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: Markets Clearly Starting to Show EoY Wind Down

Tech sell off led semi-cap names after D/G to sell for AMAT, Ulta beat signals stronger US consumer spending than expected, has buy momo/sell...

Andrew Jackson

Japan Morning Connection: Japan SPE Set for More Upside

US semi-cap stocks jump as China restrictions will be tempered. Will Shiseido's restructuring targets finally push it from lows? Attention on...

Andrew Jackson

Japan Morning Connection: Japan Facing an Uphill Battle on Yen Strength and Weak Tape Overnight

HP and Dell missed earnings leading to a sell-off in tech, Microsoft under antitrust scrutiny, Panasonic points to strong growth for its DC...

Andrew Jackson

Japan Morning Connection: Time to Revisit the Most Bungled Conglomerate Left Standing?

​Tech strong despite market shift away from NVDA,. Home builders surge on Bessent's nomination, Kyocera ripe for activist involvement.

Andrew Jackson

Tech strong despite market shift away from NVDA,. Home builders surge on Bessent's nomination, Kyocera ripe for activist involvement.