Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Big Tesla move up may help sentiment for Panasonic, although gains are largely Trump related.</li>
<li>Lumentum strong numbers and big move up will continue to help sentiment for optical related plays in Japan.</li>
<li>Good numbers from Sony with solid performance from its mainstay games and imaging segments.</li>
</ul>


Big Tesla move up may help sentiment for Panasonic, although gains are largely Trump related.
Lumentum strong numbers and big move up will continue to help sentiment for optical related plays in Japan.
Good numbers from Sony with solid performance from its mainstay games and imaging segments.


Japan Morning Connection: Strong Earnings from Sony's Games and Sensors

<ul>
<li>Japan set to tick higher with more cuts on the horizon and markets mostly unchanged after yesterdays holiday.</li>
<li>6758 Sony announced a ‘State of Play’ where it will showcase 20 upcoming PS5 and PS VR2 games from 3rd party studios a day ahead of the Tokyo Games Show.</li>
<li>Defence names may be in focus after Japan fighters fired flares at a Russian military plane which violated Japanese airspace three times off Hokkaido on Monday afternoon.</li>
</ul>


Japan set to tick higher with more cuts on the horizon and markets mostly unchanged after yesterdays holiday.
6758 Sony announced a ‘State of Play’ where it will showcase 20 upcoming PS5 and PS VR2 games from 3rd party studios a day ahead of the Tokyo Games Show.
Defence names may be in focus after Japan fighters fired flares at a Russian military plane which violated Japanese airspace three times off Hokkaido on Monday afternoon.


Japan Morning Connection: Watch Defence Names After Russian Violation

<ul>
<li>Strong tech rebound off the morning lows with AI related names starting to pick up favour again helped by good numbers from Oracle.</li>
<li>The hefty price tag for Sony's PS5 Pro is unlikely to appeal to casual gamers, but should still boost sales in the interim as a mid-cycle boost for the PlayStation.</li>
<li>Fujitsu's IR day yesterday sets an upbeat tone, but lacks catalysts which could help push the stock to new highs.</li>
</ul>


Strong tech rebound off the morning lows with AI related names starting to pick up favour again helped by good numbers from Oracle.
The hefty price tag for Sony's PS5 Pro is unlikely to appeal to casual gamers, but should still boost sales in the interim as a mid-cycle boost for the PlayStation.
Fujitsu's IR day yesterday sets an upbeat tone, but lacks catalysts which could help push the stock to new highs.


Japan Morning Connection: Rotation Towards AI May See Japan SPE Gains

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Cross Asset Strategy

<ul>
<li>Act II  of the drama begins  and continues from where it left off in early August</li>
<li>Sentiment has changed - bad news really  is  bad news</li>
<li>With &gt;100 basis points of cuts already priced in before year end...</li>
</ul>


Act II  of the drama begins  and continues from where it left off in early August
Sentiment has changed - bad news really  is  bad news
With &gt;100 basis points of cuts already priced in before year end...


Tactical Trading – Time to Sell Japan Again

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>Zee and Sony Amicably Settle Disputes Over Failed Merger, Withdraw Claims</li>
<li>NSE Files for SEBI NOC to Gain Approval for Long-Awaited IPO Listing</li>
<li>ReNew and Microsoft Forge 437.6 MW Green Energy Pact to Advance Carbon-Negative Goals</li>
</ul>


Zee and Sony Amicably Settle Disputes Over Failed Merger, Withdraw Claims
NSE Files for SEBI NOC to Gain Approval for Long-Awaited IPO Listing
ReNew and Microsoft Forge 437.6 MW Green Energy Pact to Advance Carbon-Negative Goals


# 51 India Insight: Zee-Sony Settle Dispute, NSE Files for IPO, HUL INR 962 Crores GST Notice

Japan

Sony Group Corporation manufactures and distributes electronics products and provides related solutions. The Company produces televisions, cameras, mobiles, audio and video products. game equipment, and more. Sony Group also engages in game production,  movie production, music production, and other businesses.

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Sony Corp (SONY US)

Japan Morning Connection: Strong Earnings from Sony's Games and Sensors

Tesla's move may boost Panasonic sentiment, Lumentum's strong numbers will benefit optical plays, Sony reports good numbers driven by games and...

Andrew Jackson

Japan Morning Connection: Watch Defence Names After Russian Violation

Japan's market set to rise, Sony to showcase upcoming games, and defense sector in focus after Japan fires flares at Russian plane violating...

Andrew Jackson

Japan Morning Connection: Rotation Towards AI May See Japan SPE Gains

AI names gaining favor with Oracle's positive numbers. Sony's PS5 Pro may not attract casual gamers but could boost sales as a mid-cycle upgrade....

Andrew Jackson

Tactical Trading – Time to Sell Japan Again

Act II of the drama continues with a shift in sentiment towards bad news, as over 100 basis points of cuts are already priced in before year end.

Rikki Malik

# 51 India Insight: Zee-Sony Settle Dispute, NSE Files for IPO, HUL INR 962 Crores GST Notice

Zee and Sony resolve merger disputes, NSE seeks SEBI approval for IPO, ReNew and Microsoft partner for green energy pact to reduce carbon footprint.

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Morning Connection: Strong Earnings from Sony's Games and Sensors

​Tesla's move may boost Panasonic sentiment, Lumentum's strong numbers will benefit optical plays, Sony reports good numbers driven by games and...

Andrew Jackson

Japan Morning Connection: Watch Defence Names After Russian Violation

​Japan's market set to rise, Sony to showcase upcoming games, and defense sector in focus after Japan fires flares at Russian plane violating...

Andrew Jackson

Japan Morning Connection: Rotation Towards AI May See Japan SPE Gains

AI names gaining favor with Oracle's positive numbers. Sony's PS5 Pro may not attract casual gamers but could boost sales as a mid-cycle upgrade....

Andrew Jackson

Tactical Trading – Time to Sell Japan Again

​Act II of the drama continues with a shift in sentiment towards bad news, as over 100 basis points of cuts are already priced in before year end.

Rikki Malik

# 51 India Insight: Zee-Sony Settle Dispute, NSE Files for IPO, HUL INR 962 Crores GST Notice

​Zee and Sony resolve merger disputes, NSE seeks SEBI approval for IPO, ReNew and Microsoft partner for green energy pact to reduce carbon footprint.

Sudarshan Bhandari

Tesla's move may boost Panasonic sentiment, Lumentum's strong numbers will benefit optical plays, Sony reports good numbers driven by games and...

Japan's market set to rise, Sony to showcase upcoming games, and defense sector in focus after Japan fires flares at Russian plane violating...

Act II of the drama continues with a shift in sentiment towards bad news, as over 100 basis points of cuts are already priced in before year end.

Zee and Sony resolve merger disputes, NSE seeks SEBI approval for IPO, ReNew and Microsoft partner for green energy pact to reduce carbon footprint.