Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Amazon down -11% AH after its capex guidance seen as unjustified in light of earnings.</li>
<li>ARM makes a surprise turn around on DC upside...watch Softbank.</li>
<li>Estee lauder -19% with numbers not good enough to justify rally. -ve Kose and Shiseido.</li>
</ul>


Amazon down -11% AH after its capex guidance seen as unjustified in light of earnings.
ARM makes a surprise turn around on DC upside...watch Softbank.
Estee lauder -19% with numbers not good enough to justify rally. -ve Kose and Shiseido.


Japan Morning Connection: Risk-Off Mood Continues, but Semi-Caps Pick up After Google Capex Surprise

<ul>
<li>Alphabet announces massive capex plans well ahead of ests as a bright spot, but sentiment is down.</li>
<li>ARM and Qualcomm miss after hours as memory shortage concerns increase.</li>
<li>Home Builders rise on plans for low cost "Trump Homes" which may free up access to federal funding.</li>
</ul>


Alphabet announces massive capex plans well ahead of ests as a bright spot, but sentiment is down.
ARM and Qualcomm miss after hours as memory shortage concerns increase.
Home Builders rise on plans for low cost "Trump Homes" which may free up access to federal funding.


Japan Morning Connection: AMD Weakness Sparks Wide Spread Sell-Off Likely to Continue in US Tmrw

<ul>
<li>KLA dropped -15% after guidance underwhelms while Screen and Lasertec likely underwhelm.</li>
<li>Western Digital drops -10% despite beating across all metrics after its massive run higher.</li>
<li>Deckers +20% on good results for Hoka could be good read for Asics.</li>
</ul>


KLA dropped -15% after guidance underwhelms while Screen and Lasertec likely underwhelm.
Western Digital drops -10% despite beating across all metrics after its massive run higher.
Deckers +20% on good results for Hoka could be good read for Asics.


Japan Morning Connection: Gold and Silver + Soggy Semi-Caps Sets Dour Tone

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analysed the earning revision of component stocks of MS-Japan in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on Toyota Motor, Nippon Yusen Kabushiki Kaisha, Mitsubishi UFJ Financial, Mitsui O.S.K. Lines, Recruit, Mitsubishi Chemical.</li>
</ul>


We analysed the earning revision of component stocks of MS-Japan in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on Toyota Motor, Nippon Yusen Kabushiki Kaisha, Mitsubishi UFJ Financial, Mitsui O.S.K. Lines, Recruit, Mitsubishi Chemical.


MS-Japan Index Earning Revision (Sep): Toyota Motor, Nippon Yusen Kabushiki Kaisha, Recruit

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

<ul><li>Wing Tai has divested its London office property to Berkeley Square, marking a significant transaction.</li><li>In South Korea, the National Pension Service has purchased a $300 million property in Incheon.</li><li>KDDI has introduced a new service at its 48MW AI data center located in Osaka, Japan.</li></ul>

Wing Tai has divested its London office property to Berkeley Square, marking a significant transaction.In South Korea, the National Pension Service has purchased a $300 million property in Incheon.KDDI has introduced a new service at its 48MW AI data center located in Osaka, Japan.

Asia Real Estate Tracker (27-Jan-2026): Wing Tai sells London office to Berkeley Square.

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.

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

Softbank Group (9984 JP)

Japan Morning Connection: Risk-Off Mood Continues, but Semi-Caps Pick up After Google Capex Surprise

The market has been quick to punish lavish spending on AI. Qualcomm's statement about the shortage of memory chips will be negative for names...

Andrew Jackson

Japan Morning Connection: AMD Weakness Sparks Wide Spread Sell-Off Likely to Continue in US Tmrw

Bloodbath for tech and AI overnight led lower by AMD after earnings disappointed. Some rebounds in heavily sold software names after Jensen Huang...

Andrew Jackson

Japan Morning Connection: Gold and Silver + Soggy Semi-Caps Sets Dour Tone

Asics may get a lift from Deckers Outdoor showing strong growth for brands outside the usual Nike/Adidas space. Lasertec's outlook guidance may...

Andrew Jackson

MS-Japan Index Earning Revision (Sep): Toyota Motor, Nippon Yusen Kabushiki Kaisha, Recruit

We analyzed MS-Japan's consensus for Sep 2026 and highlighted changes of EPS in Toyota Motor (7203 JP), Nippon Yusen Kabushiki Kaisha (9101 JP),...

Ke Yan, CFA, FRM

Asia Real Estate Tracker (27-Jan-2026): Wing Tai sells London office to Berkeley Square.

Wing Tai sold its London office to Berkeley Square, while NPS acquired a $300M property in Incheon; KDDI launched a 48MW AI data center in Osaka,...

Asia Real Estate Tracker

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)