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>Intel keeping the tech tape green on the news it has also reached out to TSMC for partnership</li>
<li>Memory names seeing further profit taking while filing shows Toshiba has made a small sale of its Kioxia holdings.</li>
<li>Medtech and trucks the latest victims of tariff uncertainty after announcements overnight</li>
</ul>


Intel keeping the tech tape green on the news it has also reached out to TSMC for partnership
Memory names seeing further profit taking while filing shows Toshiba has made a small sale of its Kioxia holdings.
Medtech and trucks the latest victims of tariff uncertainty after announcements overnight


Japan Morning Connection: AI and Tech Strength Cooling Ahead of Potential Govt Shutdown and EoQ

<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>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

<ul>
<li>A pullback in tech with momentum factor significantly underperforming value. </li>
<li>Intel rallies as high as 12% as it prices in Son's $2bn investment and Lutnick confirms Chips funds for Equity.</li>
<li>Japan's MoD budget may not meet investors lofty expectations given the backdrop of 5% targets in EU.</li>
</ul>


A pullback in tech with momentum factor significantly underperforming value. 
Intel rallies as high as 12% as it prices in Son's $2bn investment and Lutnick confirms Chips funds for Equity.
Japan's MoD budget may not meet investors lofty expectations given the backdrop of 5% targets in EU.


Japan Morning Connection: Buffets Steps in to Take Stakes in US Homebuilder Majors

Japan

SoftBank Group Corp provides telecommunication services.  The Company also operates ADSL (Asymmetric Digital Subscriber Line) and fiber optic high-speed Internet connection, e-Commerce businesses, and Internet based advertising and auction businesses.

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Softbank Group (ADR) (SFTBY US)

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: AI and Tech Strength Cooling Ahead of Potential Govt Shutdown and EoQ

Memory names took a leg lower, setting a poor tone for JP peers. Medtech names took a hit with potential tarriffs and price capping pressures.

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: Buffets Steps in to Take Stakes in US Homebuilder Majors

Lower rates and pick up in demand for US Homebuilders attracts Warren Buffet. NVDA reportedly developing new Blackwell GPU for China market. Will...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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: AI and Tech Strength Cooling Ahead of Potential Govt Shutdown and EoQ

Memory names took a leg lower, setting a poor tone for JP peers. Medtech names took a hit with potential tarriffs and price capping pressures.

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: 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

Japan Morning Connection: Buffets Steps in to Take Stakes in US Homebuilder Majors

Lower rates and pick up in demand for US Homebuilders attracts Warren Buffet. NVDA reportedly developing new Blackwell GPU for China market. Will...

Andrew Jackson