Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<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>Micron up AH as numbers beat handily, but not on what you maybe thought. TP's for Sandisk and Kioxia get doubled but expect more on the follow.</li>
<li>Defense will be in focus after loosing their shine to AI on Trump's Ukraine comments and big Boeing deals in the wings.</li>
<li>Quantum names continue higher and Socionext's 7.5% move Monday should have more to run.</li>
</ul>


Micron up AH as numbers beat handily, but not on what you maybe thought. TP's for Sandisk and Kioxia get doubled but expect more on the follow.
Defense will be in focus after loosing their shine to AI on Trump's Ukraine comments and big Boeing deals in the wings.
Quantum names continue higher and Socionext's 7.5% move Monday should have more to run.


Japan Morning Connection: The US Expands Its Tech Reach, Looking to Aquire 10% of Lithium Americas

<ul>
<li>NAND supplier Sandisk taking its gains to 100% MTD as eSSD memory demand for AI applications grows exponentially.</li>
<li>Apple breakout as weekend sales for the iPhone17 Pro likely to come ahead of estimates.</li>
<li>Quantum computing names taking a big leg higher with the Trump Administration aiming to expand their quantum strategy.</li>
</ul>


NAND supplier Sandisk taking its gains to 100% MTD as eSSD memory demand for AI applications grows exponentially.
Apple breakout as weekend sales for the iPhone17 Pro likely to come ahead of estimates.
Quantum computing names taking a big leg higher with the Trump Administration aiming to expand their quantum strategy.


Japan Morning Connection: Ibiden Boosting IC Substrate Production to Meet Surging Demand

<ul>
<li>Trump's Miram quick to show how dovish a republican picked committee could look.</li>
<li>Quantum names surged higher with D-Wave touting successes in Japan.</li>
<li>Kokusai Elec now +36% in a week as the market finally sees the NAND connection with flash memory pricing to remain tight through 2026.</li>
</ul>


Trump's Miram quick to show how dovish a republican picked committee could look.
Quantum names surged higher with D-Wave touting successes in Japan.
Kokusai Elec now +36% in a week as the market finally sees the NAND connection with flash memory pricing to remain tight through 2026.


Japan Morning Connection: Fed Cuts 25 Bps as Expected, Markets Finish Largely Unchanged

<ul>
<li>Broadcom up another 10% on potential demand for ASIC, expect Socionext to catch a bid after yesterdays pause.</li>
<li>Market turning more sour on Apple's latest offerings pulling suppliers lower.</li>
<li>EDA names are reeling from China export restrictions with Synopsis -36% pulling Cadence lower also.</li>
</ul>


Broadcom up another 10% on potential demand for ASIC, expect Socionext to catch a bid after yesterdays pause.
Market turning more sour on Apple's latest offerings pulling suppliers lower.
EDA names are reeling from China export restrictions with Synopsis -36% pulling Cadence lower also.


Japan Morning Connection: Oracle +36% Pulls Most AI Related Sharply Higher, Expect Softbank Strength

Japan

Socionext Inc. designs, develops, and provides SoC (system on chip) solutions and services. The Company offers digital broadcast demodulation solution, video interface conversion solution, imaging solution, engine and accelerator solution, industrial connected solution, and more. Socionext serves customers in consumer, automotive, industrial, and other fields.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Socionext (6526 JP)

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: The US Expands Its Tech Reach, Looking to Aquire 10% of Lithium Americas

Quantum names continue to do well which may send Socionext even higher. Micron's numbers after hours will add upside to Ibiden. Any pullback in...

Andrew Jackson

Japan Morning Connection: Ibiden Boosting IC Substrate Production to Meet Surging Demand

Big gains for Intel suppliers on Friday after news that NVDA would invest in INTC. Quantum computing related higher as Trump administration looks...

Andrew Jackson

Japan Morning Connection: Fed Cuts 25 Bps as Expected, Markets Finish Largely Unchanged

Positive news sent Quantum computing names surging higher. NVDA dropped on news that Chinese Govt is encouraging companies towards Chinese made AI...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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: The US Expands Its Tech Reach, Looking to Aquire 10% of Lithium Americas

Quantum names continue to do well which may send Socionext even higher. Micron's numbers after hours will add upside to Ibiden. Any pullback in...

Andrew Jackson

Japan Morning Connection: Ibiden Boosting IC Substrate Production to Meet Surging Demand

Big gains for Intel suppliers on Friday after news that NVDA would invest in INTC. Quantum computing related higher as Trump administration looks...

Andrew Jackson

Japan Morning Connection: Fed Cuts 25 Bps as Expected, Markets Finish Largely Unchanged

Positive news sent Quantum computing names surging higher. NVDA dropped on news that Chinese Govt is encouraging companies towards Chinese made AI...

Andrew Jackson

Japan Morning Connection: Oracle +36% Pulls Most AI Related Sharply Higher, Expect Softbank Strength

iPhone Air failed to impress, sending Apple lower. Oracle's success read as being negative for other AI hyper scalers. Synopsis down from export...

Andrew Jackson